OFC 201

Office 2003 from aDeveloper’s Perspective

Ray StephensonSmart Client Technical Evangelistraystep@microsoft.com

Agenda

The evolution of the “Office System”

Developer’s perspective: What’s really new (and useful)?

Office solutions for the developer

The Office Family

Client SoftwareClient Software

Business Productivity ApplicationsBusiness Productivity Applications

ProjectProject

VisioVisio

FrontPageFrontPage

ProfessionalProfessional

HomeHome

SmallSmall BusinessBusiness

EnterpriseEnterprise

The Office System

Client and ServicesClient and Services

Information Worker SolutionsInformation Worker Solutions

Business Productivity ApplicationsBusiness Productivity Applications

SharePointSharePointPortal ServerPortal Server

Project Project ServerServer

WindowsWindowsShare Share Point Point

ServicesServices

InfoPathInfoPath

OneNoteOneNote

ProjectProject

VisioVisio

FrontPageFrontPage

NEWNEW

NEWNEW

ProfessionalProfessional

HomeHome

SmallSmall BusinessBusiness

EnterpriseEnterprise

Microsoft Office 2003Key Functional Focus Areas

Collaboration

Enterprise Integration

End-User Services

New Category ApplicationsOneNote and InfoPath

Ongoing Productivity and Deployment/Maintenance Enhancements

Custom Solution Development!

The Developer’s Perspective: Solutions Opportunities

Truly a new breed of smarter, better connected, Office custom solutions

Overcome prior development barriersDistribution

Security

Captive data

Sophistication perception

Attract a new level of developersProfessional/Enterprise

Key Technologies in Office 2003

eXtensible Markup LanguageNew in Word 2003, Excel & Access improved over XPThe introduction of InfoPath (‘XDocs’)

XML Expansion Packs (aka ‘Smart Docs’)User reactive, intelligent documents Self-installing/maintaining

Research and Reference Library Smart Tags v2.0Visual Studio.NET Tools for Office

aka ‘Code-Behind’

XML in Office 2003

Connecting People, Processes, Data

PeoplePeople

ProcessesProcesses

DataData

Bringing XML to the DesktopBringing XML to the Desktop Connecting users to dataConnecting users to data Intelligent applicationsIntelligent applications Capture and reuse of informationCapture and reuse of information

Data AnalysisData Analysis• Tabular, largely numerical data for Tabular, largely numerical data for

calculations and analysis calculations and analysis • Data best presented in a gridData best presented in a grid

Content AuthoringContent Authoring• Large areas of text or mixed contentLarge areas of text or mixed content• Flexible layout and formatting with Flexible layout and formatting with

XML markupXML markup

Reporting & StoringReporting & Storing• Numerical or textual fieldsNumerical or textual fields• Relational tables in databasesRelational tables in databases

Information GatheringInformation Gathering• Highly structured, grouped informationHighly structured, grouped information• Form-like with few paragraphs of formatted textForm-like with few paragraphs of formatted text

Data Driven Web Data Driven Web SitesSites

• Flexible presentation of Flexible presentation of tabular or hierarchical datatabular or hierarchical data

• Expanded data reachExpanded data reach• Integrate across data Integrate across data

sourcessources

DiagrammingDiagramming• Business & technical drawings Business & technical drawings

connected to Data, SVG supportconnected to Data, SVG support• Supports 3rd party XML Data Supports 3rd party XML Data

AccessAccess

FrontPageFrontPageInfoPathInfoPathWordWord

ExcelExcel

VisioVisio

XML in the big pictureThe Office 2003 XML Platform

Customer-defined XML Schemas

Allows companies to work with data in a format that makes sense to them

Visually map schema elements to document/spreadsheet

Deliver just the data represented by the schema through save, export, submit to Web service

Apply XSLT with data in/out

Users do not have to know XML

Fully supports the W3C XSD standard

XML in Office 2003XML in Office 2003

demodemo

OFC291 Microsoft Word XML (part 1 of 3): Introduction to XML in Microsoft Word 2003

Tue 10:30-12:15

OFC303 Microsoft Word XML (part 2 of 3): The Power of Documents Structured with Customer-Defined Schemas

Tue 15:15-16:30

OFC302 Building Smart Document Solutions in Microsoft Word and Excel

Wed 08:30-09:45

OFC308 Microsoft Word XML (part 3 of 3): The Word XML Schema, and Bringing Everything Together

Thu 08:30-09:45

OFC304 Microsoft Excel 2003 Overview: XML Support Thu 16:45-18:00

OFC305 Advanced Microsoft XML Programming in Excel 2003 Fri 10:00-11:15

“Smart Docs”XML Expansion Packs

Smart(er) Document Solutions

Better Document-based SolutionsCreate smarter, intelligent solutions

Reacts to the way user works

Programmable Task PaneOffer contextual controls & content

Customizable interface with Smart Document API using VB6 or VS.NET

Tightly integrated with Office 2003 XML

Simplified Deployment & Update MechanismHighly secure, document-based deployment

Centralized and self-maintaining

Building Smart Documents

1. Author template content in Word or Excel2. Attach XML schema and mark-up document3. Smart Document solution coding

Implement ISmartDocument interface a la COM add-in (.dll)Based on Smart Tag

4. Create a Manifest - just XML file Manifest.XSDInclude solution files beyond solution code

XSLT & XSDHelp Text (XHTML)Document Fragments (WordML)Graphics, ImagesManaged code assemblies

5. Add pointer to the Manifest in document properties6. Distribute document via e-mail, SharePoint, etc.

Smart DocumentsSmart Documents

demodemo

OFC302 Building Smart Document Solutions in Microsoft Word and Excel

Wed 08:30-09:45

OFC307 Microsoft Office 2003: Solution Case Studies Fri 08:30-09:45

Smart Tags v2.0

Smart Tags for Office 2003 (v2)

Appear in more Office places:Now in Access & PowerPointPeople’s names in Outlook, Task Panes, SharePointResearch Task Pane across OfficeRecognition in IE with tool from SDK

Innovations:Auto firing actions (modifying document on recognition)Cascading menusAction name callback for dynamic menus

No “Schedule a meeting” for dates in past“Convert to feet” not “Convert to English units”

Pattern matching without writing codeSmart tags for XMLNew types (Expiring, Unsaveable, Fragile) Tokenization

Huge benefit for Asian languages

Research and Reference Library

Research and Reference Library

Allows users to search relevant information sources while working with the context of Office applications

Integrated task pane found across Office suiteWord, Excel, PowerPoint, Outlook, Publisher, OneNote, Visio, and Internet Explorer

Out of the ‘box’ servicesDictionary, Thesaurus, Translation, Encyclopedia, Web Search, Stock Quotes, etc.

Factiva, eLibrary, Gale, MSN, WorldLingo

Research and Reference Library…continued

Extensible platform allows additional services opportunities

Open standard architecture via XML Web services allows content providers to build and host their own offerings Support for rich content, forms and actions

No client code required! Complex actions available via Smart Tag technology

Supports https:// and cookiesUser or corporate governance for install

Unlimited scenarios span both internal IT and 3rd party providers

CRM, ePM, ERP, HR, custom search, doc mgmt…Data providers, product manufacturers, retailers…

Research and Research and Reference LibraryReference Library

demodemo

OFC307 Microsoft Office 2003: Solution Case Studies Fri 08:30-09:45

OFC322 Building Office Research Web Services: Exposing Corporate Data Through Office

Fri 16:00-17:15

InfoPathaka “XDocs”

Introducing InfoPathNew Office family application for gathering information

Mission: To enable knowledge workers to easily gather and re-use information as part of a business processMakes working with forms easier, more flexible

Rich-text editing, spell check, AutoComplete Flexible, dynamic authoring environmentOffline & email support

Streamlines data gathering processesData validationReusability through multiple views and merging forms

Efficient/economical solution for custom data gathering WYSIWYG forms design and samples Web model for form deployment

Works across business processes using open standardsBuilt natively on top of XMLNaturally supports XML Web services

InfoPathInfoPath

OFC202 Introduction to Microsoft Office 2003 InfoPath Tue 18:15-19:30

OFC311 Developing Microsoft InfoPath Solutions (Part 1) Wed 11:45-13:00

EBZ327 Implementing Business Process Integration with Microsoft Office InfoPath 2003 and Microsoft BizTalk Server 2004

Wed 11:45-13:00

OFC312 Developing Microsoft InfoPath Solutions (Part 2) Thu 18:15-19:30

OFC307 Microsoft Office 2003: Solution Case Studies Fri 08:30-09:45

Visual Studio Tools for Office

“Visual Studio Tools for Office”

Extends .NET development to OfficeVS.NET productivity/power melds with Office-based solutions

Powerful access to data and XML

Write code using Visual Studio .NET 2003 to run behind Office 2003 documents

Code can run in Word and Excel

Language ChoiceSupport in Visual Basic.Net and Visual C#

““Visual Studio Visual Studio Tools for Office”Tools for Office”

How can you use Office?New Solution Opportunities

Integrate Office documents & apps with processes and data sources

XML enhancements & XML Web Services support

Better document-based solutions that require less IT involvement with Smart Documents

Form-based information collection and gathering with Microsoft InfoPath

Provide users with actionable data where they work with Smart Tags and Research Library

Create collaborative solutions with SharePoint Technologies leveraging Lists and Web Parts

How? So many choices…

Managed code and/or COM

Smart documents and VS Tools for Office and/or VBA

Web Services vs. Web queries vs. ADO vs. …

Reporting with Access, Excel, Word, InfoPath, Web Parts, etc.

Data collection via documents, forms, from almost any Office app

Next StepsNext Steps

Get the beta and Get the beta and start building today!start building today!

www.microsoft.com/office/preview/

Hands on Labs

OFC-HOL 01 – 11

Located between Session Rooms 6 & 10

VARs and Partners:Help us understand your business

If you are a Value Added Reseller working with small business, we need your help!

Survey available on TechEd web site

Go to Resources page and click on‘Focus Groups’

Link to online survey

Less than 15 minutes to complete

Thank you for your time!

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

Suggested Reading And Resources

The tools you need to put technology to work!The tools you need to put technology to work!

TITLETITLE AvailableAvailable

Microsoft® Office 2003 Resource Microsoft® Office 2003 Resource Kit: 0-7356-1880-1Kit: 0-7356-1880-1 9/24/039/24/03

Microsoft Press books are 20% off at the TechEd Bookstore

Also buy any TWO Microsoft Press books and get a FREE T-Shirt

evaluationsevaluations

© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.