master class: integration in the world of social business (lotusphere2012 jmp304)

JMP304 - Master Class: Integration in the world of Social Business John Head, PSC Group, LLCAndrew Barickman, PSC Group, LLC

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Interact with Us!■ We want to hear your feedback!■ Yes – even during the session …■ How?

─ Ask Questions … don't have to wait until the end─ Tweet Us – live─ @johnhead─ @ajbarickman

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Agenda● Introductions■ “Getting Started” with Integration■ Advanced Integration

─ From the Notes Client─ From other applications─ From the Web

■ Looking Forward■ Q & A

Lotus Symphony and You - How to stop giving Microsoft your money! – ILUG 2010

John Headjhead@psclistens.com

1051 Perimeter DriveSuite 500Schaumburg, IL 60173

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

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Who are we? Andrew Barickman Practice Leader for Collaboration at PSC Group, LLC Responsible for the technical direction and delivery of the IBM practice

at PSC Began career at Lotus in 1993 Managed, Architected, Administered, Developed and Delivered Lotus

applications for the last 18 years.

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PSC Group, LLC

HHost of the following blogs: Ed Brill’s

(www.edbrill.com) Lotus Design Blog

(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 CTO’s Office

(www.chrispepin.com)

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Master Class: Integration in the world of Social Business■ New Approach to a decade + long session topic

─ More Content─ Every demo updated─ Brand New Demos─ Take Advantage of the modern software versions

– Notes 8.5.3– Office 2010– Symphony 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 database Contains 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 Experience Customized Notes 8.5.3 Contacts Template Version on server for web and web services demos

OpenNTF.org Samples From other developers Links to projects in each sample

Poll Results: PSC Sessions in 2011

Office 2000Office 2003Office 2007Office 2010OoOSymphonyMac Editors

Poll Results: WorldWide 2011

Office 2000Office 2003Office 2007Office 2010OoOSymphonyMac Editors

Let's Review how we got to 2012

LotusScript

Web Services

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

2011☑ Extension Library

2012☑ Notes 8.5.3

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 ProNotesSQL was used to get

even the most basic of dataOLE embeddingNotes F/X

The Good News (continued)

The Renaissance brought us new toolsOLE automationCOM automationAnd much more

The Revolution brings us major changesA true competitor to Office in Lotus SymphonyVisual Studio.NET 2010 and VSTO 4.0Code begins to move from inside a document to complete

applicationsXPages brings modern web development to Notes/DominoEnterprise Collaboration morphs into Social Business

Integration in a Social Business World■ The comfortable world we live in is slowing going away■ Social Business = web■ Web != Automation Support

─ No COM■ Move to new devices

─ From desktops to laptops to tablets─ Tablets do not support local APIs for applications

■ What this means─ Need to move as much of the integration processing to the server─ Need new tools and new methods─ Both methods needed for many years

Agenda■ Introductions● “Getting Started” with Integration■ Advanced Integration

“Getting Started” Demos■ Each demo is the equivalent of a “Hello World” sample■ They are self contained and as little code as possible

─ No error trapping, etc■ This will get you started with Integration

Getting Started Demos■ Word■ Excel■ PPT■ Project■ Visio■ Symphony Documents (UNO API)■ Symphony Spreadsheets (UNO API)■ Symphony Presentations (UNO API)■ Symphony Documents (LS API)■ Symphony Spreadsheets (LS API)■ Symphony Presentations (LS API)

■ VBA■ C#■ XPages - Word● XPages - Excel● XPages - PPT● XPages - Project● XPages – Visio● XPages – Excel with Context

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

use LotusScript to have Notes automate Microsoft Excel

Getting Started – Microsoft PowerPoint■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft PowerPoint

Getting Started – Microsoft Project■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft Project

Getting Started – Microsoft Visio■ “Getting Started” demo #5■ Demonstrates how to use LotusScript

to have Notes automate Microsoft Visio

Getting Started – Symphony Documents LotusScript■ “Getting Started” demo

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

Getting Started – Symphony Spreadsheets LotusScript■ “Getting Started” demo

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

Getting Started – Symphony Presentations LotusScript■ “Getting Started” demo

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

Getting Started – VBA■ “Getting Started” demo

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

Getting Started – VB.NET■ “Getting Started” demo

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

Getting Started – C#■ “Getting Started” demo

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

Getting Started – XPages & Microsoft Word■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft Word from an XPage.

Getting Started – XPages & Microsoft Excel■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft Excel from an XPage.

Getting Started – XPages & Microsoft PowerPoint■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft PowerPoint from an XPage.

Getting Started – XPages & Microsoft Project■ “Getting Started” demo

use LotusScript to have Notes automate Microsoft Project from an XPage.

Getting Started – XPages & Microsoft Visio■ “Getting Started” demo #16■ Demonstrates how to use LotusScript

to have Notes automate Microsoft Visio from an XPage.

Getting Started – XPages & Symphony Documents LotusScript■ “Getting Started” demo

use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API from an XPage.

Getting Started – XPages & Symphony Spreadsheets LotusScript■ “Getting Started” demo

use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API from an XPage.

Getting Started – XPages & Symphony Presentations LotusScript■ “Getting Started” demo

use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API from an XPage.

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

Advanced integration from the Notes ClientFrom 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 above

─ Microsoft Office■ Works with 8.5.1 and above

─ Lotus Symphony

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

Advanced integration from the Notes ClientCreate 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 ClientCreate Letter – Symphony Documents

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

Advanced integration from the Notes ClientCreate Envelope– Microsoft Word

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

Advanced integration from the Notes ClientCreate Envelope – Symphony Documents

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

Advanced integration from the Notes ClientMass Mail Merge– Microsoft Word

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

Advanced integration from the Notes ClientMass Mail Merge – Symphony Documents

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

Advanced integration from the Notes ClientCreate Labels – Microsoft Word

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

Advanced integration from the Notes ClientCreate Labels – Symphony Documents

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

Advanced integration from the Notes ClientExport – Microsoft Excel

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

Advanced integration from the Notes ClientExport – Symphony Spreadsheets

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

Advanced integration from the Notes ClientCreate Presentation – Microsoft PowerPoint

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

Advanced integration from the Notes ClientCreate Presentation – Symphony Presentations

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

─ From the Notes Client▬ From other applications─ From the Web

Advanced Integration from other applications■ Easy Spreadsheets using Notes Data■ Insert Image■ Insert Slide■ Notes Explorer■ Document Automation vs. Generation

─ OOXML─ ODF

Advanced Integration from other ApplicationsEasy Spreadsheets using Notes Data

■ Create spreadsheets that import Contact data

■ Auto Refresh■ Generate Charts■ Get data via a XML Agent

Advanced Integration from other ApplicationsInsert 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 ApplicationsInsert 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 ApplicationsInsert Slide – Microsoft PowerPoint

Advanced Integration from other ApplicationsNotes 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 ApplicationsNotes Explorer

Automation vs. Generation■ Document Generation is starting to become a viable option

─ Using 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■ Tools

─ C# 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 2010

─ Ok, ok … there are three versions1) Office 2007 OOXML2) ECMA-3763) ISO/IEC 29500:20084) Office 2010 OOXML

● Allows XML exploration of files for● Word● Excel● PowerPoint

● ZIP container of text, images, etc.● Open XML SDK 1.0

● Allows for handling container● Open XML SDK 2.0

● Allows for document manipulation

■ Open Document Format■ Used by OpenOffice.org and

Lotus Symphony■ Open Document 1.0

─ ISO/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/simpl

e/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.

─ From the Notes Client─ From other applications▬ From the Web

Advanced Integration from the web■ Export to Excel from an XPage■ Using third party web controls for speadsheets■ Integration with IBM Lotus XPages

Export to Excel from an XPage■ From Notes client■ From Web

Using third party web controls for speadsheets■ ZK Spreadsheet with Xpages

■ http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&name=ZK Spreadsheet for XPages

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 Integration

● Looking Forward■ Q & A

2012 and Beyond We finally have great tools

VS.NET 2010 and DDE

Great Changes Coming• Productivity Tools are moving to the web

▬ Google Docs▬ Lotus Symphony On-line and LotusLive▬ Microsoft Office On-line and Microsoft 360

• End User Device Shift▬ How 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 2012■ Our goal in 2012 is

─ Provide 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 1st Quarter 2012 (really this time)■ 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 developer’s 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

IBM’s 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

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 IBM’s 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 IBM’s 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.

BM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

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