Lotusphere 2011 - Jmp208

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The Never Ending Integration Story: How to Integrate Your Lotus Notes, Domino, and LotusLive applications with Microsoft Office, .NET, and Lotus Symphony

John Head, PSC Group, LLCAlex Kassabov, PSC Group, LLC

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Agenda

Introductions

Getting Started with Integration

Advanced IntegrationFrom the Notes Client

From other applications

From the Web

Looking Forward

Q & A

John [email protected]

1051 Perimeter Drive
Suite 500
Schaumburg, IL 60173

(847) 517-7200(847) 517-7600 fax

Facebook.com/PSCGroup Twitter.com/PSCGroup Linkedin.com/company/psc-group-llc Slideshare.com/PSCGroup Youtube.com/PSCGroup

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www.johndavidhead.com

www.pscgroup.com

John D. Head

Director of Enterprise Collaboration at PSC Group, LLC

Involved in Lotus technology since 1993

OpenNTF.org Steering Committee Member and IP Working Group Chairman

Speaker

Over 30 sessions at Lotusphere since 1996

Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferences

Author

Publications on Office and SmartSuite integration with Notes

LotusUserGroup.org contributing Author and Forum moderator

Lotus Symphony for Dummies Technical Editor

Self Assessment and Strategy Guide for Migrating from Domino Document Manager Redbook Author

Who are we?

Alex Kassabov

Vice President of Collaboration at PSC Group, LLC

Involved in Lotus technology since 1995

Notes R3 got dragged there kicking and screaming

Speaker

Lotusphere sessions on Desktop Integration

Collaboration Summit

GRAINTE Chicago Lotus User Group

Akassabov.wordpress.com twitter/akassabov

PSC Group, LLC

HHost of the following blogs:

Ed Brills
(www.edbrill.com)

Lotus Design Blog(Mary Beth Raven)
(www.notesdesign.com)

LotusStaffNotes (Brent Peters)
(www.lotusstaffnotes.com)

Lotus Connections Team

(synch.rono.us)Domino Server Team
(www.dominoblog.com)

Lotus Mashups
(www.mix-and-mash.com)

Chris Pepin IBM CTOs Office
(www.chrispepin.com)

la09_logo_yellow.jpg

Facebook.com/PSCGroup Twitter.com/PSCGroup Linkedin.com/company/psc-group-llc Slideshare.com/PSCGroup Youtube.com/PSCGroup

IBM Premium Business Partner for 20+ Years

Microsoft Managed Partner

Notes & Domino Design Partner

OpenNTF.org Alliance Member, Steering Committee Company, & Former Host of OpenNTF.org

Sponsor of IamLUG, MWLUG, and TriStateLUG in 2010

Winner of 2007 & 2009 Lotus Award!

The Never Ending Story

Built on top of last years complete session rewriteMore Content

Every demo updated

Brand New Demos

Take Advantage of the modern software versionsNotes 8.5.2

Office 2010

Symphony 1.3 & 3.0

.NET 4.0

Visual Studio 2010

Much of the basics of integration have had to be left out

But you can access our presentations from previous years

The Demo Databases

Presentation example databaseContains all of the Getting Started Demos

Works in your Notes Client

Configurable for your environment

New UI for Rich Client, works in Standard client as well

OpenNTF.org Contacts ExperienceCustomized Notes 8.5.1 Contacts Template

Version on server for web and web services demos

Symphony 1.3

Poll Results: PSC Sessions in 2010

Poll Results: WorldWide 2010

Let's Review how we got to 2011

Integration History

1994

DDE with Ami Pro

1996

Notes R4

OLE

LotusScript

VBA

1997

SmartSuite with LotusScript (Word Pro)

1998

Notes R5 with COM support

2001

Notes Domino 6

2004

Notes Domino 6.5 with LS2J and DXL

2005

Notes Domino 7 with Web services

2007

2007 Office System

Lotus Notes/Domino 8

Lotus Symphony

2008

Visual Studio 2008

Notes/Domino 8.5

2009

Notes 8.5.1

Domino Designer in Eclipse

2010

Office 2010

Symphony 3.0

Otherwise known How to Make John Feel Really Old!!!!

The Good News

We have entered the Industrial Revolution period of the
Integration Era

In the Medieval Times

DDE with Ami Pro

NotesSQL was used to get even the most basic of data

OLE embedding

Notes F/X

The Good News (continued)

The Renaissance brought us new tools

OLE automation

COM automation

And much more

The Revolution brings us major changes

A true competitor to Office in Lotus Symphony

Visual Studio.NET 2010 and VSTO 4.0

Code begins to move from inside a document to complete applications

Agenda

Introductions

Getting Started with Integration

Advanced IntegrationFrom the Notes Client

From other applications

From the Web

Looking Forward

Q & A

Getting Started Demos

Each demo is the equivalent of a Hello World sample

They are self contained and as little code as possibleNo error trapping, etc

This will get you started with Integration

Getting Started -

Word

Excel

PPT

Project

Visio

VBA

Symphony Documents (UNO)

Symphony Spreadsheets (UNO)

Symphony Presentations (UNO)

Symphony Documents (LS API)

Symphony Spreadsheets (LS API)

Symphony Presentations (LS API)

VB.NET

C#

Getting Started Microsoft Word

Getting Started demo #1

Demonstrates how to use LotusScript to have Notes automate Microsoft Word

Getting Started Microsoft Excel

Getting Started demo #2

Demonstrates how to use LotusScript to have Notes automate Microsoft Excel

Getting Started Microsoft PowerPoint

Getting Started demo #3

Demonstrates how to use LotusScript to have Notes automate Microsoft PowerPoint

Getting Started Microsoft Project

Getting Started demo #4

Demonstrates how to use LotusScript to have Notes automate Microsoft Project

Getting Started Microsoft OneNote

Getting Started demo #5

Demonstrates how to use LotusScript to have Notes automate Microsoft OneNote

Click to add notes

Getting Started Microsoft Visio

Getting Started demo #6

Demonstrates how to use LotusScript to have Notes automate Microsoft Visio

Getting Started Microsoft Access

Getting Started demo #7

Demonstrates how to use LotusScript to have Notes automate Microsoft Access

Getting Started
Symphony Documents UNO

Getting Started demo #8

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via UNO

Getting Started
Symphony Spreadsheets UNO

Getting Started demo #9

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO

Getting Started
Symphony Presentations UNO

Getting Started demo #10

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO

Getting Started
Symphony Documents LotusScript

Getting Started demo #111

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API

Getting Started
Symphony Spreadsheets LotusScript

Getting Started demo #12

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API

Getting Started
Symphony Presentations LotusScript

Getting Started demo #13

Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API

Getting Started VBA

Getting Started demo #14

Demonstrates how to use Visual Basic for Applications (from within Microsoft Word) to access Lotus Notes

Getting Started VB.NET

Getting Started demo #15

Demonstrates how to use Visual Basic .net (from within Visual Studio.net 2010) to access Lotus Notes

Getting Started C#

Getting Started demo #16

Demonstrates how to use C# (from within Visual Studio.net 2010) to access Lotus Notes

Use the Microsoft Constants Database

Provides a listing of all Microsoft

Office variables and their converted constants

Extraction of constants by John Collidge

Database built by Tom Duff

Now an OpenNTF.org project

Supports Microsoft Office 2000, XP, 2003, and 2007

http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&documentId=1F6C5C7B16317E218625726D004A31A9

Agenda

Introductions

Getting Started with Integration

Advanced Integration

From the Notes Client

From other applications

From the Web

Looking Forward

Q & A

Advanced integration from the Notes Client

From your Contacts application:Create Letter

Create Envelope

Mass Mail Merge

Export

Create Presentation

Labels

Templates

Custom Fields

This requires that you replace the design of your Contacts application with the OpenNTF.org Contacts Experience template

OpenNTF.org Contacts Experience

Free template on OpenNTF.org

Release 2.0

Works with 8.0 and aboveMicrosoft Office

Works with 8.5.1 and aboveLotus Symphony

http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&name=OpenNTF.org%20Contacts%20Experience

Advanced integration from the Notes Client
Create Letter Microsoft Word

From your Contacts, create a new letter for the selected contact in Microsoft Word.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Create Letter Symphony Documents

From your Contacts, create a new letter for the selected contact in Lotus Symphony Documents.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Create Envelope Microsoft Word

From your Contacts, create a new envelope for the selected contact in Microsoft Word.

Advanced integration from the Notes Client
Create Envelope Symphony Documents

From your Contacts, create a new envelope for the selected contact in Lotus Symphony Documents.

Advanced integration from the Notes Client
Mass Mail Merge Microsoft Word

From your Contacts, create a mass mail merge for the selected contacts in Microsoft Word.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Mass Mail Merge Symphony Documents

From your Contacts, create a mass mail merge for the selected contacts in Lotus Symphony Documents.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Create Labels Microsoft Word

From your Contacts, create a labels for the selected contacts in Microsoft Word.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Create Labels Symphony Documents

From your Contacts, create a labels for the selected contacts in Lotus Symphony Documents.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Export Microsoft Excel

From your Contacts, export selected fields for the selected contacts in Microsoft Excel.

Advanced integration from the Notes Client
Export Symphony Spreadsheets

From your Contacts, export selected fields for the selected contacts in Microsoft Excel.

Advanced integration from the Notes Client
Create Presentation Microsoft PowerPoint

From your Contacts, create a presentation for the selected contact in Microsoft PowerPoint.

Allow the user to select from custom templates

Advanced integration from the Notes Client
Create Presentation Symphony Presentations

From your Contacts, create a presentation for the selected contact in Microsoft PowerPoint.

Allow the user to select from custom templates

OpenNTF.org Contacts Experience

Free template on OpenNTF.org

Release 2.0

Works with 8.0 and aboveMicrosoft Office

Works with 8.5.1 and aboveLotus Symphony

http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&name=OpenNTF.org%20Contacts%20Experience

Agenda

Introductions

Getting Started with Integration

Advanced Integration

From the Notes Client

From other applications

From the Web

Looking Forward

Q & A

Advanced Integration from other applications

Mail Merge

Easy Spreadsheets using Notes Data

Insert Image

Insert Slide

Notes Explorer

Document Automation vs. GenerationOOXML

ODF

Advanced Integration from other Applications
Mail Merge

Perform a mail merge from within Microsoft Word

Access Contacts directly from the Mail Merge Data Panel

Advanced Integration from other Applications
Easy Spreadsheets using Notes Data

Create spreadsheets that import Contact data

Auto Refresh

Generate Charts

Get data via a XML Agent

Advanced Integration from other Applications
Automate Data

Build a spreadsheet in Microsoft Excel that pulls data from a web service in the Contacts application

Advanced Integration from other Applications
Default VSTO Project

Use a default VSTO project to begin integrating Microsoft Office applications with Lotus Notes data via the sidebar, Fluent UX, and templates

Advanced Integration from other Applications
Insert Image Microsoft Word

Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.

Advanced Integration from other Applications
Insert Image Symphony Documents

Using a custom Symphony Plug-in, add an Insert Image menu item and sidebar that allows for easy image insertion from a Notes repository.

Advanced Integration from other Applications
Insert Slide Microsoft PowerPoint

Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.

Advanced Integration from other Applications
Notes Explorer

A C# and .NET solution that extends Microsoft Explorer to allow navigation of Domino applications from within Explorer. Notes Explorer is the combination of the Lotus Connectors and DNFS (Domino Network Files Services) from the Notes 5.x time frame.

Advanced Integration from other Applications
Notes Explorer

Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.

Automation vs. Generation

Document Generation is starting to become a viable optionUsing the standard formats of OOXML, ODF, and PDF

Instead of requiring the application to be present, this is done with no interaction of any application

ToolsC# and the OOXML Toolkit for Office

Java and the Simple Java API for ODF for Symphony

Numerous PDF APIs and Toolkits for both .NET and Java

Can generate server side in a fraction of the time

OOXML

Default format of Office 2007 and Office 2010Ok, ok there are three versions

Office 2007 OOXML

ECMA-376

ISO/IEC 29500:2008

Office 2010 OOXML

Allows XML exploration of files forWord

Excel

PowerPoint

ZIP container of text, images, etc.

Open XML SDK 1.0Allows for handling container

Open XML SDK 2.0Allows for document manipulation

ODF

Open Document Format

Used by OpenOffice.org and Lotus Symphony

Open Document 1.0ISO/IEC 26300:200

Open Document 1.1

Open Document 1.2

We are using the Simple Java API for ODF created by IBM

http://odftoolkit.org/projects/simple/pages/Home

Document Generation Demo

A custom developed C# application that uses the Open XML SDK 2.0 and the Simple Java API for ODF created by IBM. We are also using an opensource PDF toolkit.

Agenda

Introductions

Getting Started with Integration

Advanced Integration

From the Notes Client

From other applications

From the Web

Looking Forward

Q & A

Advanced Integration from the web

Integration with Microsoft Web TechnologysASP.NET

Integration with IBM Lotus XPages

Advanced Integration from the Web
Accessing Contacts data in ASP.NET via COM

Using the Contacts application as our data source, display data in an ASP.NET page using COM

Advanced Integration from the Web IBM Lotus XPages

A demo of an IBM Lotus XPages application using the IBM ODF Toolkit to generate documents

Agenda

Introductions

Getting Started with Integration

Advanced IntegrationFrom the Notes Client

From other applications

From the Web

Looking Forward

Q & A

2011 and Beyond

We finally have great tools

VS.NET 2010 and DDE

Great Changes Coming

Productivity Tools are moving to the webGoogle Docs

Lotus Symphony On-line and LotusLive

Microsoft Office On-line and Microsoft 360

End User Device ShiftHow many of you have tablets today? Next year?

We have multiple options

Office, Symphony, OpenOffice.org, Google Docs, iWork, etc.

Competition will be good for us if we can deal with all the changes

PSC's Effort to Shape the Integration Marketing in 2011

Our goal in 2011 isProvide 24/7 education about the integration market

Education and extend in the Automation space

Bring new developers to the Document Generation Space

Continue a leader in ODF and OOXML usage in the Lotus community

To achieve these goals


We introduce integrationdestination.com

Launching mid Feb 2011

We will start with recording videos with every automation demo we have done ever (52)Every version of Office still supported

All of the extra stuff

Far more to come!

Resources

LDD Discussions (Notes.Net)

http://www-130.ibm.com/developerworks/lotus

OpenOffice.org

http://www.openoffice.org

OpenOffice Developers Guide

http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html

Programming OpenOffice with Visual Basic

http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html

Microsoft Office developers Web site

http://msdn2.microsoft.com/en-us/office/default.aspx

Microsoft Developer Network

http://msdn.microsoft.com

Resources (cont.)

Microsoft Office blog listing

http://msdn2.microsoft.com/en-us/office/aa905342.aspx

OpenNTF.org the open source Web site for Notes

www.openntf.org

Integra4Notes Web site

www.integra4notes.com

Slides and content available from

http://www.johndavidhead.com http://www.psclistens.com

Lotus Greenhouse (greenhouse.lotus.com) is a live community website where you can use Lotus Collaboration Products for free!

The Lotus Community Podcasts

Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news

IdeaJam (www.ideajam.net) is a place where people can post and share their ideas, and gauge the marketability, popularity and viability with input from others

OpenNTF (www.openntf.org) is a site devoted to getting groups of individuals all over the world to collaborate on Lotus Notes/Domino applications and release them as open source

Bleedyellow.com provides community implementations of Lotus Connections and Sametime

IBMs Official portal for developers including a dedicated section for Lotus (www.ibm.com/developerworks/lotus)

LotusUserGroup.org is the on-line home of the IBM Lotus community for regional and virtual user groups

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IBM Corporation 2011. All Rights Reserved.The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBMs current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBMs sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete:
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Column 1

Office 20005

Office 200310

Office 200730

Office 201020

OoO5

Symphony10

Mac Editors10

Column 1

Office 200020

Office 200325

Office 200715

Office 201010

OoO18

Symphony5

Mac Editors7