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, LLC
Andrew Barickman, PSC Group, LLC

© 2012 IBM Corporation

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| © 2012 IBM Corporation

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■ Yes – even during the session …
■ How?
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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 Head
jhead@psclistens.com Facebook.com/johndhead Facebook.com/PSCGroup

Twitter.com/johnhead Twitter.com/PSCGroup
1051 Perimeter Drive
Suite 500 LinkedIN.com/in/johndhead Linkedin.com/company/psc-group-llc
Schaumburg, IL 60173
Slideshare.com/johndhead Slideshare.com/PSCGroup

(847) 517-7200 Youtube.com/johnhead Youtube.com/PSCGroup
(847) 517-7600 fax

www.johndavidhead.com

www.pscgroup.com

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.

twitter/ajbarickman


PSC Group, LLC

Host of the following blogs:
Facebook.com/PSCGroup  Ed Brill’s
(www.edbrill.com)
Twitter.com/PSCGroup  Lotus Design Blog
(www.notesdesign.com)
Linkedin.com/company/psc-group-llc  LotusStaffNotes (Brent Peters)
(www.lotusstaffnotes.com)
Slideshare.com/PSCGroup
 Lotus Connections Team
Youtube.com/PSCGroup (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)


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 2000
Office 2003
Office 2007
Office 2010
OoO
Symphony
Mac Editors


Poll Results: WorldWide 2011

Office 2000
Office 2003
Office 2007
Office 2010
OoO
Symphony
Mac Editors


Let's Review how we got to 2012


1994

DDE


1996

OLE

LotusScript

VBA


1997


1998


2001


2004

LS2J
DXL

2005

Web Services

2007


2008


2009


2010


2012


Integration History
 1994  2007
 DDE with Ami Pro  2007 Office System
 1996  Lotus Notes/Domino 8
 Notes R4  Lotus Symphony
 OLE  2008
 LotusScript  Visual Studio 2008
 VBA  Notes/Domino 8.5
 1997  2009
 SmartSuite with LotusScript (Word Pro)
 Notes 8.5.1
 1998  Domino Designer in Eclipse
 Notes R5 with COM support
 2010
 2001
 Office 2010
 Notes Domino 6
 Symphony 3.0
 2004
 Notes Domino 6.5 with LS2J and DXL
 2011
 2005 ☑ Extension Library
●
Notes Domino 7 with Web services  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 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
XPages brings modern web development to Notes/Domino
Enterprise 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

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


Getting Started Demos
■ Word ■ VBA
■ Excel ■ C#
■ PPT ■ XPages - Word
■ Project ● XPages - Excel
■ Visio ● XPages - PPT
■ Symphony Documents (UNO API) ● XPages - Project
■ Symphony Spreadsheets (UNO API) ● XPages – Visio
■ Symphony Presentations (UNO API) ● XPages – Excel with Context
■ Symphony Documents (LS API)
■ Symphony Spreadsheets (LS API)
■ Symphony Presentations (LS API)


Getting Started – Microsoft Word
■ “Getting Started” demo
#1
■ Demonstrates how to

use LotusScript to have
Notes automate
Microsoft Word


Getting Started – Microsoft Excel
#2

Notes automate
Microsoft Excel


Getting Started – Microsoft PowerPoint
#3

Notes automate
Microsoft PowerPoint


Getting Started – Microsoft Project
#4

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
#6

Notes automate Lotus
Symphony Documents
via the new LS API


Getting Started –
Symphony Spreadsheets LotusScript
#7

Symphony
Spreadsheets via the
new LS API


Getting Started –
Symphony Presentations LotusScript
#8

Symphony
Presentations via the
new LS API


Getting Started – VBA
#9

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


Getting Started – VB.NET
#10

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


Getting Started – C#
#11

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


Getting Started – XPages & Microsoft Word
#12

Notes automate
Microsoft Word from an
XPage.


Getting Started – XPages & Microsoft Excel
#13

Notes automate
Microsoft Excel from an
XPage.


Getting Started – XPages & Microsoft PowerPoint
#14

Notes automate
Microsoft PowerPoint
from an XPage.


Getting Started – XPages & Microsoft Project
#15

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
#17

Symphony Documents
via the new LS API
from an XPage.


Getting Started –
XPages & Symphony Spreadsheets LotusScript
#18

Symphony
Spreadsheets via the
new LS API from an
XPage.


Getting Started –
XPages & Symphony Presentations LotusScript
#19

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

●
Advanced Integration
▬
From the Notes Client
─ 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 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

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


Create Letter – Symphony Documents
create a new letter for the
selected contact in Lotus
Symphony Documents.


Create Envelope– Microsoft Word
create a new envelope for
the selected contact in
Microsoft Word.


Create Envelope – Symphony Documents
create a new envelope for
Lotus Symphony
Documents.


Mass Mail Merge– Microsoft Word
create a mass mail merge
for the selected contacts in
Microsoft Word.


Mass Mail Merge – Symphony Documents
create a mass mail merge
for the selected contacts in
Lotus Symphony
Documents.


Create Labels – Microsoft Word
create a labels for the
selected contacts in
Microsoft Word.


Create Labels – Symphony Documents
create a labels for the
selected contacts in Lotus
Symphony Documents.


Export – Microsoft Excel
export selected fields for
the selected contacts in
Microsoft Excel.


Export – Symphony Spreadsheets
export selected fields for
the selected contacts in
Microsoft Excel.


Create Presentation – Microsoft PowerPoint
create a presentation for
Microsoft PowerPoint.


Create Presentation – Symphony Presentations
create a presentation for
Microsoft PowerPoint.


Agenda
■ Introductions

●
▬
From other applications
─ From the Web
■ Looking Forward
■ Q&A


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 Applications
Easy Spreadsheets using Notes Data
■ Create spreadsheets that
import Contact data
■ Auto Refresh
■ Generate Charts
■ Get data via a XML Agent


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.


Insert Image – Symphony Documents
■ Using a custom Symphony
Plug-in, add an Insert
Image menu item and
sidebar that allows for
a Notes repository.


Insert Slide – Microsoft PowerPoint
a Notes repository.


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.


Notes Explorer
a Notes repository.


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 versions
1) Office 2007 OOXML
2) ECMA-376
3) ISO/IEC 29500:2008
4) 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


ODF
■ Open Document Format
■ Used by OpenOffice.org and
Lotus Symphony
■ Open Document 1.0
─ ISO/IEC 26300:200
■ 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.


Agenda
■ Introductions

●
▬
From the Web
■ Looking Forward
■ Q&A


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
─ From the Web
●
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


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


Legal disclaimer
© IBM Corporation 2012. 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 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.

104 | © 2012 IBM Corporation

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