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Kayxo Insight   for Microsoft Outlook




Kayxo Insight 2.4 Technical Whitepaper




                                        2.4.0.2
Table of Contents

Kayxo Insight Technical Whitepaper Abstract ........................................................................... 2
Kayxo Insight ...................................................................................................................... 2
Audience ............................................................................................................................. 2
Requeriments ...................................................................................................................... 2
What Kayxo Insight provides ................................................................................................. 3
Data Source Components ...................................................................................................... 6
About Kayxo ........................................................................................................................ 6




                                                                                                                                 Page 1
Kayxo Insight Technical Whitepaper Abstract
Kayxo Insight is a powerful platform that provides a lightweight information access from within
Microsoft Outlook to various data sources.
Kayxo Insight accelerates the development of fully-featured and secure applications inside
Microsoft Outlook.
Kayxo Insight is not an out-of-the-box, one-size-fits-all application. It is rather a highly
configurable and highly extendable framework for implementing customized solutions called Kayxo
Insight Applications.
Each Kayxo Insight Application provides a configuration that tells Kayxo Insight how it should
operate.
Additionally, the Kayxo Insight Application may also add various extensions to the Kayxo Insight
framework. These extensions can be data source modules (providing folders or data sourcing),
custom inspectors (providing item inspection capabilities) or custom user controls to be used in
Microsoft Outlook views.



Audience
This whitepaper is intended for application developers, end users and solution owners.



Requeriments
In order to be installed, Kayxo Insight requires:
      Microsoft Outlook 2003 Service Pack 3 or Microsoft Outlook 2007 Service Pack 2.
      Microsoft .NET Framework version 2.0.
      Microsoft Windows XP SP3 or Microsoft Windows Vista SP2 32 or 64 bits.




                                                                                                  Page 2
What Kayxo Insight provides

      Simplified programming environment to manage any business information in only one well
       known interface as Microsoft Outlook.
      Support to Microsoft SQL Server, Oracle, Access, OleDB, Excel and Web Services.
      Full Integration with Microsoft Outlook Advanced search capabilities.

      Support to Context menu for custom actions, Custom Inspectors and custom .Net Forms.

      Friendly and visual configuration tools to map your data to Microsoft Outlook Objects.
      Dynamic folders management based on your backend data.
      Free/busy availability information.
      No needs for synchronization or managing a local copy of the data.
      Multiple Message Stores available at the same time.
      Tools to make easier to distribute your applications.
      Runtime edition with no configuration available for end-users.


For a good example of an application built using Kayxo Insight, you can visit
www.getkigoo.com




                                                                                                Page 3
Kayxo Insight Architectural Overview
Kayxo Insight solutions act as mediators between Microsoft Outlook and multiple corporate
systems. Kayxo Insight facilitates the sourcing of data from corporate systems and provides data
to Microsoft Outlook, so users can access information using Microsoft Outlook front-end.



                                                                                LOBs

                                                               OLEdb / SQL
                               MAPI




        Outlook 2003/2007              Kayxo Insight         RSS / Sharepoint




                                                               Web Services


                                            Figure 1



Kayxo Insight interacts with Microsoft Outlook through the Messaging Application Programming
Interface (MAPI) sub-system. Microsoft Outlook, being a powerful MAPI client, supports the
instantiation of custom-made message store providers.




                                                                                           Page 4
The Message Store Provider modules work as MAPI-.Net translators and their main purposes
are:
        Creating abstraction layers between MAPI interface and traditional data adapter interfaces
         like ADO.Net, allowing .Net developers to create their own data sources without knowing
         MAPI internals.
        Providing folder structures to Microsoft Outlook.
        Providing custom data to Microsoft Outlook to be displayed in folders.


    Custom                                                                                                                                Custom
                           Outlook 2003/2007                                Kayxo Insight                                                                              LOBs
                 Add-in




  presentation                                                                                                                        Implementation
                                                                                                                                       and Out of the
                                                                                                                                     Box Datasources




                                                                                                            IDataSource Interfaces
     .NET
                           Inspectors   Item lists
                                                            Message Store
  Inspectors
                 Insight




                                                                                                                                         Sources
                                                              Provider


                                                                                 Adapter




                                                                                                                                          Data
  .NET user                              Folder
                           OL Panes
   controls                             Hierarchy
                 Kayxo




                                                                                                                                         Sources
                                                                                                                                          Data
                              Presentation
                                                     MAPI


                                                                KI Config



                                                                                 Configuration Manager




                                                                                                                                                        Web Services



                                 OL views,
                               folders and
                                                                                                         Config Interfaces




                                                                                                                                       Configuration
                                                             DataSource




                                                                                                                                       DataSource
                                                                                                           IDataSource




                                inspectors
                                                               Config




                                                                                                                                          Forms




                              Configuration

                                                            Figure 2



Software developers who want to present the company business data inside Microsoft Outlook
using Kayxo Insight must build components that implement the provided interfaces.




                                                                                                                                                                         Page 5
Data Source Components
Database choice is the preliminary task to create the Kayxo Insight Application.
For each data source used, the DataSource component is required. Kayxo Insight offers data
source components for selected databases.
If the data source is not supported, then a custom data source component must be developed.
Custom Data Sources are standard .Net assemblies and should be developed using Microsoft Visual
Studio.



About Kayxo
Kayxo is an international software vendor based in Hovedgaden, Denmark, and founded in 2004.
The company currently employs more than 40 people across its offices in Denmark, Germany and
Argentina.
Kayxo provides recognized tools that connect Line of Business (LOB) systems with the enterprise
communication platform.
For more information, please visit www.kayxo.com




Kayxo is a registered trademark of Quantum System
Microsoft Outlook is a registered trademark of Microsoft Corporation in the United States and/or other countries.




                                                                                                                    Page 6

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KI - Technical Whitepaper - Kayxo Insight

  • 1. Kayxo Insight for Microsoft Outlook Kayxo Insight 2.4 Technical Whitepaper 2.4.0.2
  • 2. Table of Contents Kayxo Insight Technical Whitepaper Abstract ........................................................................... 2 Kayxo Insight ...................................................................................................................... 2 Audience ............................................................................................................................. 2 Requeriments ...................................................................................................................... 2 What Kayxo Insight provides ................................................................................................. 3 Data Source Components ...................................................................................................... 6 About Kayxo ........................................................................................................................ 6 Page 1
  • 3. Kayxo Insight Technical Whitepaper Abstract Kayxo Insight is a powerful platform that provides a lightweight information access from within Microsoft Outlook to various data sources. Kayxo Insight accelerates the development of fully-featured and secure applications inside Microsoft Outlook. Kayxo Insight is not an out-of-the-box, one-size-fits-all application. It is rather a highly configurable and highly extendable framework for implementing customized solutions called Kayxo Insight Applications. Each Kayxo Insight Application provides a configuration that tells Kayxo Insight how it should operate. Additionally, the Kayxo Insight Application may also add various extensions to the Kayxo Insight framework. These extensions can be data source modules (providing folders or data sourcing), custom inspectors (providing item inspection capabilities) or custom user controls to be used in Microsoft Outlook views. Audience This whitepaper is intended for application developers, end users and solution owners. Requeriments In order to be installed, Kayxo Insight requires:  Microsoft Outlook 2003 Service Pack 3 or Microsoft Outlook 2007 Service Pack 2.  Microsoft .NET Framework version 2.0.  Microsoft Windows XP SP3 or Microsoft Windows Vista SP2 32 or 64 bits. Page 2
  • 4. What Kayxo Insight provides  Simplified programming environment to manage any business information in only one well known interface as Microsoft Outlook.  Support to Microsoft SQL Server, Oracle, Access, OleDB, Excel and Web Services.  Full Integration with Microsoft Outlook Advanced search capabilities.  Support to Context menu for custom actions, Custom Inspectors and custom .Net Forms.  Friendly and visual configuration tools to map your data to Microsoft Outlook Objects.  Dynamic folders management based on your backend data.  Free/busy availability information.  No needs for synchronization or managing a local copy of the data.  Multiple Message Stores available at the same time.  Tools to make easier to distribute your applications.  Runtime edition with no configuration available for end-users. For a good example of an application built using Kayxo Insight, you can visit www.getkigoo.com Page 3
  • 5. Kayxo Insight Architectural Overview Kayxo Insight solutions act as mediators between Microsoft Outlook and multiple corporate systems. Kayxo Insight facilitates the sourcing of data from corporate systems and provides data to Microsoft Outlook, so users can access information using Microsoft Outlook front-end. LOBs OLEdb / SQL MAPI Outlook 2003/2007 Kayxo Insight RSS / Sharepoint Web Services Figure 1 Kayxo Insight interacts with Microsoft Outlook through the Messaging Application Programming Interface (MAPI) sub-system. Microsoft Outlook, being a powerful MAPI client, supports the instantiation of custom-made message store providers. Page 4
  • 6. The Message Store Provider modules work as MAPI-.Net translators and their main purposes are:  Creating abstraction layers between MAPI interface and traditional data adapter interfaces like ADO.Net, allowing .Net developers to create their own data sources without knowing MAPI internals.  Providing folder structures to Microsoft Outlook.  Providing custom data to Microsoft Outlook to be displayed in folders. Custom Custom Outlook 2003/2007 Kayxo Insight LOBs Add-in presentation Implementation and Out of the Box Datasources IDataSource Interfaces .NET Inspectors Item lists Message Store Inspectors Insight Sources Provider Adapter Data .NET user Folder OL Panes controls Hierarchy Kayxo Sources Data Presentation MAPI KI Config Configuration Manager Web Services OL views, folders and Config Interfaces Configuration DataSource DataSource IDataSource inspectors Config Forms Configuration Figure 2 Software developers who want to present the company business data inside Microsoft Outlook using Kayxo Insight must build components that implement the provided interfaces. Page 5
  • 7. Data Source Components Database choice is the preliminary task to create the Kayxo Insight Application. For each data source used, the DataSource component is required. Kayxo Insight offers data source components for selected databases. If the data source is not supported, then a custom data source component must be developed. Custom Data Sources are standard .Net assemblies and should be developed using Microsoft Visual Studio. About Kayxo Kayxo is an international software vendor based in Hovedgaden, Denmark, and founded in 2004. The company currently employs more than 40 people across its offices in Denmark, Germany and Argentina. Kayxo provides recognized tools that connect Line of Business (LOB) systems with the enterprise communication platform. For more information, please visit www.kayxo.com Kayxo is a registered trademark of Quantum System Microsoft Outlook is a registered trademark of Microsoft Corporation in the United States and/or other countries. Page 6