Office Integration for Lotus Notes Tutorial

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In this tutorial, we will show how to integrate MS Word, Excel or OpenOffice with a standard Lotus Notes application SWING Integrator Tutorial As a sample application we will use the standard Doc Library template. Let's start by creating a new database. www.swingsoftware.com

description

This tutorial demonstrates how to integrate Microsoft Office or OpenOffice with a standard Lotus Notes application.

Transcript of Office Integration for Lotus Notes Tutorial

Page 1: Office Integration for Lotus Notes Tutorial

In this tutorial, we will show how to integrate MS Word, Excel or OpenOffice with a standard

Lotus Notes application

SWING Integrator Tutorial

As a sample application we will use the standard Doc Library

template. Let's start by creating a new database.

www.swingsoftware.com

Page 2: Office Integration for Lotus Notes Tutorial

Step 1: Copy SWING Integrator design elements to your database

Select the destination database (DocLib) and let

the Wizard do the rest

Open the Integrator database and start the

Setup Wizard

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Step 2: Modify your Notes form(s)

Your Notes form has been “Office-enabled” now!

Insert the SwAttachments subform at the bottom of the form...

In Domino Designer open the form that you want to “Office-enable”

...and add a line of code (the second one is optional)

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Step 3: Setup your templates

• Create a Word, Excel or OpenOffice template, or import an existing template containing fields/bookmarks (1)

• Select Notes forms and fields for data transfer (2)

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Open the DocLib database; notice that the Templates view has been added. Let’s create a new template.

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It’s ready to use now!

The form has got new buttons

The Template action creates a new Office document

based upon the template assigned to this form

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Integrator populates the document with Notes data

The resulting document will be saved to Notes for no-hassle editing

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What we have done:• Copied design elements using Setup Wizard• Added a subform to the Notes form in Domino Designer• Added an Office template and set up the data exchange

What we have got:• An “Office-enabled” document library• Centralized Office templates• Bi-directional field exchange, including rich text transfer

and transformations between multivalue fields and tables• In-place editing and conversion to PDF

What we didn’t see yet...

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We didn’t see yet:• Mail-merge for personalized serial letters and labels• Reports and Charts• 1-step PDF conversion• Reusable text fragments and images• Advanced document assembly

Points to remember:• The application can be easily extended simply by adding new

Office templates, without programming.• A comprehensive API and open design elements let

developers customize the solution to fit their specific needs.

www.swingsoftware.com