1. http://www.tomjames.com/US/media/in_the_media.asp?set=CC
BP214 IBM Lotus Symphony : Finally, A
Developer's Friend
John Head
PSC Group, LLC

2. Before we begin
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3. Agenda
● Introductions
●
“Getting Started” with Integration
●
Advanced Integration
▬ From the Notes Client
▬ From Lotus Symphony
● Looking Forward
●
Q&A

4. Who am I?
 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
 www.johndavidhead.com twitter/johnhead

5. PSC Group, LLC
● IBM Premium Business Partner for 19+
Years Host of the following blogs:
● Microsoft Managed Partner  Ed Brill’s
● Notes & Domino 8.5.X Design Partner (www.edbrill.com)
● OpenNTF.org Alliance Member, Steering  Lotus Design Blog(Mary Beth Raven)
Committee Company, & Former Host of (www.notesdesign.com)
OpenNTF.org  LotusStaffNotes (Brent Peters)
(www.lotusstaffnotes.com)
● Sponsor of IamLUG and MWLUG in 2009
 Lotus Connections Team
● Winner of 2007 & 2009 Lotus Award!
(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)

6. The Demo Databases
Presentation example database
 Contains all of the “Getting Started” Demos
 W orks 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 8.5.1 Contacts Template
 Version on server for web and web services demos

7. What is Lotus Symphony?
• IBM branded the Notes 8 Productivity
Tools as Lotus Symphony
• Stand-alone Release
• Beta 1 was released in Oct 07
• IBM is on a 8 week release cycle with
Symphony
• Notes 8.0.1 has Symphony Beta 4
• Notes 8.5 Beta 1 has Symphony 1.0
• Notes 8.5.1 has Symphony 1.3
• Symphony 1.3 stand-alone available

8. Lotus Symphony Details
• How do they relate to OpenOffice.org?
– They are based on OpenOffice.org 1.1
– IBM has made changes since the code branch
• Do they support ODF?
– Yes, as well as Microsoft Office 97 through 2003
• Do they have an API?
– Yes, an HTML-like document API
– Supported in Eclipse.org development and composite applications
• What about LotusScript?
– No support for LotusScript or OLE/COM in 8.0.0
– 8.0.1 adds basic OLE/COM support
– 8.5.1 adds LotusScript and Java API

9. Agenda
● Introductions
●
“Getting Started” with Integration
●
Advanced Integration
▬ From the Notes Client
▬ From Lotus Symphony
● Looking Forward
●
Q&A

10. Lotus Symphony Deployment
• Included with Lotus Notes
– 8.0.0 = Productivity Editors
– 8.0.1 = Lotus Symphony Beta 4
– 8.0.2 = Lotus Symphony 1.0
– 8.5.0 = Lotus Symphony 1.1
– 8.5.1 = Lotus Symphony 1.3
• Included with Lotus Foundations
• Stand-alone

11. Can we update the embedded tools ourselves?
• NO
• Not Yet
• Coming soon post 8.5.1
• Symphony 3.0 Beta will install on top of Notes
8.5.1

12. Lotus Symphony – The Developer Perspective
• Symphony has multiple methods for
customization
– UNO API
– Symphony Plug-ins
– Composite Applications
– 8.5.1 Symphony API for LotusScript and Java

13. “Getting Started” Demos
●
Each demo is the equivlant of a “Hello W orld” sample
●
They are self contained and as little code as possible
▬
No error trapping, etc
●
This will get you started with Integration

14. Getting Started -
● Symphony Documents (UNO)
● Symphony Spreadsheets (UNO)
● Symphony Presentations (UNO)
● Symphony Documents (LS API)
● Symphony Spreadsheets (LS API)
● Symphony Presentations (LS API)
● Eclipse Project for Symphony Plug-ins

15. Introduction to UNO Development
• Designed on an interface-based component model called
Universal Network Objects (UNO)
• UNO definition
– UNO offers interoperability between different programming
languages, different object models, different machine
architectures, and different processes; either in a local network
or even via the Internet
– UNO components can be implemented in, and accessed from,
any programming language for which a UNO language
binding exists

16. What is the ServiceManager?
• ServiceManager is similar to the NotesSession class
• It is a factory class that gets you to other places
Set SM=CreateObject("com.sun.star.ServiceManager")
• Think of the ServiceManager as a back-end class, and
we want the front end (like NotesUIWorkspace)
Set Desktop=SM.createInstance("com.sun.star.frame.Desktop")

17. What Did That Do?
• Calling the ServiceManager created an OpenOffice.org
window, but we need to do more …

18. Let’s Start Writer — Word Processing Application
• So far we have an OpenOffice.Org window, but it doesn’t
know what application it will be — we have to tell it
Dim args()
Set WriterApplication=Desktop.loadComponentFromURL
("private:factory/swriter","_blank",0,args)
• Args is a variant array
– We don’t want to pass any parameters, but it must be an array
• The “s” in “swriter” stands for “Star”
• Now we have a word processor up and running

19. The Picture So Far
• Now we have an application open
• Time to do something!

20. Let’s Add Some Text
• First, we need to get a handle to the text part of
the document
Set WriterText=WriterApplication.getText()
• Next, we need a cursor position where we can insert
the text
Set Cursor=WriterText.createTextCursor()
• Finally, we can make the traditional greeting
Call WriterText.insertString(Cursor,"Hello World!",False)

21. Hello World!
• After executing all of that code, this is the result
• Now let’s try it for real

22. Getting Started –
Symphony Documents UNO
● “Getting Started”
demo #1
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Documents via UNO

23. Getting Started –
Symphony Spreadsheets UNO
● “Getting Started”
demo #2
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Spreadsheets via
UNO

24. Getting Started –
Symphony Presentations UNO
● “Getting Started”
demo #3
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Presentations via
UNO

25. Notes 8.5.1 and the Symphony API
• Included with Notes 8.5.1 is the new Symphony API
• Supports LotusScript and Java
• Must run from Notes client – does not work with Standalone
Symphony Application
(applications or plug-ins)
• API is modeled after Notes Object Model
• Symphony Container added to Composite Applications thru the CA
Editor

26. Step 1: Symphony Application
• Create a new SymphonyApplication object
• This is a base level object, much like the NotesSession
• You will not see anything on screen after setting this
Dim application As SymphonyApplication
●
Set application = New SymphonyApplication

27. Step 2: Symphony Documents
• Initialize the Documents Application
●
You should see the Symphony Application at this point
Dim documents As SymphonyDocuments
●
Set documents = application.Documents

28. Step 3: Open a New Document
• Create a new document
• You can also create a new document based on a Template using the
second property
Dim document As SymphonyDocument
● Set document = documents.AddDocument
("",False,True)
• New Document based on a template
●
Set document = documents.AddDocument("D:FileTypeAssociation
test.ott",True,True)

29. Step 4: Set the Range
• You can set a range based on a paragraph, table, or in this case, the
entire document contents
Dim range As SymphonyTextRange
●
Set range = document.content.End

30. Step 5: Insert Text
• Using the InsertBefore or InsertAfter methods, you can insert text
based on any range or object
Call range.InsertBefore("Hello W orld")

31. Symphony Documents LotusScript API

32. Getting Started –
Symphony Documents LotusScript
● “Getting Started”
demo #4
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Documents via the
new LS API

33. Symphony Spreadsheets LotusScript API

34. Getting Started –
Symphony Spreadsheets LotusScript
● “Getting Started”
demo #5
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Spreadsheets via
the new LS API

35. Symphony Presentations LotusScript API

36. Getting Started –
Symphony Presentations LotusScript
● “Getting Started”
demo #6
● Demonstrates how
to use LotusScript to
have Notes
automate Lotus
Symphony
Presentations via
the new LS API

37. Using the Lotus Symphony Toolkit
• Documentation and samples for integrating the Lotus
Symphony with Notes 8 Standard
• Lotus Symphony Developers API 8.0 Windows.exe
• Download this from Lotus Symphony website
• Targeted at people who know:
– Java
– HTML internals
– ODF
• Most of the time you will use this from a Composite
Application (CA)

38. Productivity Tools Architecture

39. Lotus Symphony Toolkit
• Developer Guide
– Overview, development environment setup,
development process, API introduction, Sample code
– How to customize Symphony and make use of UNO
API
• Samples
– Customize Symphony menu, toolbar, side shelf
– API usage (Java, UNO)
• API reference
– Javadoc

40. Lotus Symphony with Eclipse.org Plug-ins
• Enable deploying Eclipse plug-ins to Symphony
• API for accessing Symphony controls and document content
• Enable UI extensions
– Menu (add-ins)
– Toolbar (set of buttons)
– Stack in side shelf
– Another window
• Examples
– AutoRecognizer
– Translator
– Backend integration
– Customized editor

41. Getting Started –
Eclipse Project for Symphony Plug-ins
● “Getting Started” demo #7
● Demonstrates how to create a Lotus
Symphony plug-in using the Lotus
Symphony Toolkit

42. Agenda
● Introductions
●
“Getting Started” with Integration
●
Advanced Integration
▬ From the Notes Client
▬ From Lotus Symphony
● Looking Forward
●
Q&A

43. Advanced integration from the Notes Client
From your Contacts application:
● Create Letter
● Create Envelope
● Mass Mail Merge
● Export
● Create Presentation
From the Purchase Orders application:
● Advanced Document
● Advanced Spreadsheet, with data pilots and charts
This requires that you replace the design of your Contacts application with the
OpenNTF.org Contacts Experience template

44. 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

45. Advanced integration from the Notes Client
Create Emvelope – Symphony Documents
● From your Contacts,
create a new envelpoe
for the selected contact
in Lotus Symphony
Documents.

46. 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

47. Advanced integration from the Notes Client
Export – Symphony Spreadsheets
● From your Contacts,
export selected fields for
the selected contacts in
Lotus Symphony
Spreadsheets.

48. Advanced integration from the Notes Client
Create Presentation – Symphony Presentations
● From your Contacts,
create a presentation for
the selected contact in
Lotus Symphony
Presentations.
● Allow the user to select
from custom templates

49. Advanced integration from the Notes Client
Create Purchase Order – Symphony Documents
● From Purchase Orders,
create a new purchase
order in Lotus
Symphony Documents.
● Allow the user to select
from custom templates

50. Advanced integration from the Notes Client
Generate Report – Symphony Spreadsheets
● From Purchase Orders,
Generate a report with
data pilots and charts in
Lotus Symphony
Spreadsheets

51. Agenda
● Introductions
●
“Getting Started” with Integration
●
Advanced Integration
▬ From the Notes Client
▬ From Lotus Symphony
● Looking Forward
● Q&A

52. Advanced Integration from other applications
●
Insert Image
●
Notes Explorer

53. 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.

54. 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.

55. Agenda
● Introductions
●
“Getting Started” with Integration
●
Advanced Integration
▬ From the Notes Client
▬ From Lotus Symphony
● Looking Forward
●
Q&A

56. 2010 and Beyond
 We finally have great tools
 Domino Designer for Eclipse
 Lotus Symphony API for LotusScript and Java
 Great Tools Coming
• SymphonyNext (2.0)
• Beta in early 2010
• New/Updated APIs for Notes Data
• REST
• DXL
 We have multiple options
 Office, Symphony, OpenOffice.org, Google Docs, etc.
 Competition will be good for us … if we can deal with all the changes

57. 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 upcoming ODF Toolkit from IBM for Symphony
▬
Numerous PDF APIs and Toolkits for both .NET and Java
●
Can generate server side in a fraction of the time
●
Here is a demo of what we are doing with Document Generation …

58. Don’t want to do the Integration Yourself?
●
Many third party solutions out there for you to use
●
Integra4Notes
▬
Reporting and Document Generation for Lotus Symphony

59. Resources
 Lotus Symphony Homepage – with community forums and downloads
 Symphony.lotus.com
 My Symphony Blog Entires
 www.johndavidhead.com/symphonythursday
 My Symphony Videos
 http://www.youtube.com/user/johndavidhead
 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

60. 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
IBM’s Official portal for developers including a dedicated section for Lotus (www.ibm.com/
developerworks/lotus)
Bleedyellow.com provides community implementations of Lotus
Connections and Sametime
Lotus Greenhouse (greenhouse.lotus.com) is a live community website
where you can use Lotus Collaboration Products for free!
LotusUserGroup.org is the on-line home of the IBM Lotus community
for regional and virtual user groups
The Lotus Community Podcasts

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