Jmp205 Final

JMP205: Integration of IBM Lotus Notes and Lotus Domino with Microsoft Office, .NET, and IBM Lotus Symphony John D. Head Alex Kassabov

Otherwise known as the … “Kum-bah-ya” session

Before we begin Please turn off/set to vibrate/mute all Cell Phones Pagers Computers Please remember to fill out your evaluations

Agenda Who we are? Integration Background Integration from the Notes client Integration from other applications Integration from a web browser Integration with Google Docs Reporting Options Real World Integration Looking forward Wrap-up and Q&A We are sharing 21 samples, 3 real world demos & 3 free take-homes … in 120 minutes … get ready!

Who are we? John D. Head Director of Enterprise Collaboration at PSC Group, LLC Involved in Lotus technology since 1993 Speaker Over 30 sessions at Lotusphere since 1996 Speaker at Lotus Developer and ILUG conferences Author Advisor Magazine and other publications on Office and SmartSuite integration with Notes LotusUserGroup.org contributing Author and Forum moderator www.johndavidhead.com

Who are we? Alex Kassabov Vice President of Collaboration at PSC Group, LLC Involved in Lotus technology since 1995 Notes R3 – got dragged there kicking and screaming Speaker Lotusphere sessions on Desktop Integration Collaboration Summit GRAINTE Chicago Lotu kassabov.wordpress.com

PSC Group, LLC IBM Premium Business Partner for 18+ Years Microsoft Managed Partner Notes & Domino 8.5 Design Partner Host of IdeaJam.net Former Host of OpenNTF.org Winner of 2007 & 2009 Lotus Award! Host of the following blogs: Ed Brill’s (www.edbrill.com)‏ Lotus Sametime (www.thesametimeblog.com) Domino Server Team (www.dominoblog.com)‏ Lotus Connections Team (synch.rono.us) Lotus Usability (Mary Beth Raven) ( www.notesdesign.com ) Lotus Mashups (www.mix-and-mash.com) Alan Gartenberg - DB2 (www.adamgartenberg.com)‏ Alan Lepofsky’s Notes Tip’s (www.alanlepofsky.net)‏ Chris Pepin – IBM CTO’s Office ( www.chrispepin.com )

The Demo Databases Presentation example database Single database with all examples You can configure it for your Notes client Example numbers in the presentation match those in the database Lotusphere 2009 session database From Genii Software Updated version inside the demo database Personal name and address book Our demos work with the standard Notes 6, 7, 8, & 8.5 templates

Let’s take a little poll … Who is using … Office 97 and earlier Office 2000 Office XP Office 2003 Office 2007 OpenOffice / StarOffice Lotus Symphony iWork Other

Agenda Who we are? Integration Background Integration from the Notes client Integration from other applications Integration from a web browser Integration with Google Docs Reporting Options Real World Integration Looking forward Wrap-up and Q&A

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

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 Visual Studio.NET 2008 and VSTO 3.0 Code begins to move from inside a document to complete applications

Definitions for Notes Programmers Let’s go over a few words you need to know COM OLE

What is COM? Component Object Model Microsoft standard Defines the guidelines for objects Objects must tell all other programs what is supported Properties Methods Objects Consistent, programmatic access to functionality

What is OLE? Object Linking and Embedding Another Microsoft standard Allows one application document to include a portion of another application A Word document with an Excel spreadsheet inside OLE/1 — attachments OLE/2 — linking or embedding

OLE/1 — File Attachments Advantages: Functionality clearly divided between applications No memory issues Much smaller size footprint Enables template usage

OLE/1 — File Attachments (cont) Disadvantages: Requires more planning More effort for basic functionality Attachment does not know about the Notes object Must manually connect and update Notes 6 added the ability to round-trip edit attachments

OLE/2 — Linking and Embedding Advantages: Integrated — single interface when using embedded objects (when used in-line) Document containing objects is “aware” of the embedded object Less work to get object open for the user

OLE/2 — Linking and Embedding (cont.) Disadvantages: OLE embedded objects are: Much bigger … 10 to 15 times Difficult for users when the object is more than one page OLE embedding was not reliable before Office XP with Windows XP File menu of container application is never updated #1 issue … no clean way to export data from embedded objects “ Locked” data is bad

Integration from the Notes Client Integrating Microsoft Word Integrating Lotus Symphony Documents Working With Attachments Mail Merge Integrating Microsoft Excel Integrating Lotus Symphony Spreadsheets Integrating Microsoft PowerPoint Integrating Lotus Symphony Presentations Integrating Microsoft Project

Integration from Notes From Notes, you will write code to manipulate the application In most cases, you will be converting Visual Basic for Applications (VBA) code to LotusScript The VBA code will be written so it saves in Notes as LotusScript Once you get the knack of converting the code, you can focus on the process vs. the code

Creating a Word Document — “Hello World” Demo — Example 1 Launch Microsoft Word and enter some text pe01832_

Creating a Word Document Create an instance of the application object All applications that support COM have object names To find the object name: Review the application documentation Look it up in the Windows registry Never use version-specific application object names Good: Word.application Bad: Word.application.11 When the application upgrades, you must modify your code Variant Application Object Name LotusScript Method Set hwd = CreateObject("Word.Application")

Creating a Word Document (cont.) You must follow the application’s object model: Word.application Documents Document Paragraph Bookmark CustomDocumentProperties If accessing the current open document, use: Application.ActiveDocument Application.ActiveWorkbook Application.ActivePresentation etc. All applications have an object map in help

The Easiest Way to Start Microsoft Office provides us with a recorder Records all keyboard actions Mouse actions are sometimes recorded, so avoid when possible Generates VBA code for you Easy way to learn how something is done Table is created Page settings are set etc.

Recording Actions in Microsoft Word pe01832_ Demo — Example 2 Use the Microsoft Word macro recorder to write VBA for us

What’s up with the Recorded Syntax? This is the recorded syntax: Saving LotusScript with wdToggle and wdAlignParagraphCenter fails! Need to replace VBA constants with raw values Write a macro Msgbox [constantname] Or …

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 More features planned!

Domino COM Basics Working with the Domino Objects is almost the same as writing code in Notes! Only supports back-end objects No NotesUIDocument, NotesUIView, NotesUIWorkspace, etc. COM support was added in Notes 5.0.2b Updated in 6.5.1 to support 6.X ND7, 8 & 8.5 COM support out of the box COM interface is the same as LotusScript, with some minor exceptions

Registering the Notes COM Objects Sometimes Notes does not register itself properly with the Windows registry From the Windows run line: Regsvr32 “c:\program files\lotus\notes\nlsxbe.dll” From a Notes agent: Shell(|regsvr32 “c:\program files\lotus\notes\nlsxbe.dll”|)

Domino COM Basics Before you start writing VBA code, you must load the Domino COM objects In MS Office  Tools  References

Domino COM Basics (cont.) The COM objects must be able to find the Notes.ini Looks in: Notes program directory Path KeyFileName in Notes.ini is used to determine what ID to use for authentication Multiple installed versions of Notes are a problem Uses the last installed version HKEY_CLASSES_ROOT\.nsf\Shell\Open\Command HKEY_CLASSES_ROOT\notes.exe\Shell\Open\Command HKEY_LOCAL_MACHINE\SOFTWARE\Lotus\Notes

Make Your End Users Happy! Prevent password prompts by … Notes 5.X Notes 6 , 7, 8 & 8.5

Domino COM Basics Must use “NotesSession.Initialize("" ) ” to establish connection between application and Notes Can not use extended syntax (i.e., dot notation) to reference items in a document NO NotesDocument.Form(0) YES NotesDocument.GetItemValue(“Form”)(0)

Domino COM Basics (cont.) Can not use “New” to create Domino objects Exception is NotesSession NO Dim db as New NotesDatabase(server, dbpath) YES Dim db as NotesDatabase Set db = NotesSession.GetDatabase(server, path)

Domino COM Basics (cont.) No such thing as a “current” environment or object No CurrentDatabase, DocumentContext, etc. If a property returns an array of objects, you must assign the property to a variable first NO Dim view as NotesView Set view = NotesDatabase.Views(0) YES Dim views as Variant, view as NotesView views = NotesDatabase.Views Set view = views(0)

Domino COM Basics (cont.) VB doesn’t use Forall…EndAll Uses For Each…Next, instead VB doesn’t support Today keyword VB doesn’t support using pipes ( | ) and braces ( {} ) for string delimiting Refer to ND Designer Help for more information

Word Template — Data from Notes pe01832_ Demo — Example 3 Create a new document Prompt user Place data into document

Managing the Template How did I get that template in my new dialog? Template installation tool Each template is a document Supports all Office 2000 through 2007 applications Can also be used as a programmatic template tool Located on OpenNTF.org and on the conference CD

Attachments How the user interacts directly with the attachment may be the make or break part of your application Store the attachment in a rich text field Programmatically detach and save the attachment Prevents user error Take advantage of the ND6 and ND7 in place editing functionality

Working with the Attachment This code is used to detach an attachment Set attachmentfield = document.getfirstitem(fieldname) If attachmentfield.embeddedobjects(0) Is Nothing Then Msgbox “No embedded objects were found on the document”, 16, “Attachment Demo” Exit Function End If If attachmentfield.EmbeddedObjects(0).Type <> EMBED_ATTACHMENT Then Msgbox “No attachments were found on the document”, 16, “Attachment Demo” Exit Function End If Forall o In attachmentfield.EmbeddedObjects filename = o.source End Forall Set Object = document.GetAttachment(filename) Call Object.ExtractFile (filepath + filename) Get the rich text field Extract the attachment Get the object based on the filename Get the filename of the attachment in the field Check for an attachment Check for an object

Saving the Attachment Once the code is complete, save the attachment back to the Notes document This will prevent user mistakes Dim newrichtextfield As notesrichtextitem Dim newobject As notesembeddedobject newdoc.removeitem ("Attachment") Set newrichtextfield = newdoc.CreateRichTextItem("Attachment") Set newobject = newrichtextfield.EmbedObject(EMBED_ATTACHMENT, "", filepath + filename)

Attachment Demo Demo — Example 4 User form that works with attachments pe01832_

Introduction to OpenOffice.org 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

OpenOffice.org? StarOffice? Lotus Symphony? StarDivision StarOffice written in the mid 80s Bought by Sun Microsystems in 1999, StarOffice released in August 1999 Source code released October 2000 OpenOffice.org 1.0 released May 2002, 2.0 in October 2005 OpenDocument format becomes international standard ISO/IEC 26300 November 2006 IBM Lotus Workplace Productivity Editors released 2005 Based on OpenOffice.org 1.1 OpenOffice.org 2.2 released March 2007 Notes 8 to include IBM Productivity Tools, based on OpenOffice.org 1.1X Lotus Symphony Beta 1 released in October 2007, Beta 2 in December 2007 Lotus Symphony 1.2 stand-alone, included in 8.5

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")

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

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

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

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)

Hello World! After executing all of the code we walked through, this is the result Now let’s try it for real

Notes to Lotus Symphony Documents Demo — Example 5 “ Hello World” from Notes to Lotus Symphony Documents pe01832_

Merging Mail from Notes Most requested Notes-to-Office Integration functionality Users have no idea how to get data from Notes into Word Lotus has not provided this functionality … yet Quick win for you — take this code back and add it to your boss’s personal name and address book and be the HERO!

Mail Merge in Different Versions of Word Mail merge is version-specific One version for Word 2000 and before One version for Word XP One version for Word 2003 Minor change on closing documents in 2003 New version for Word 2007

Use the Mail Merge Wizard to Your Advantage The Mail Merge Wizard has six steps 1. Select document type 2. Select starting document 3. Select recipients 4. Write your letter 5. Preview your letters 6. Complete the merge You can control which: Wizard steps display Step to start on

Mail Merge from Address Book Demo — Example 6 Generate a mail merge from the personal name and address book pe01832_

Mail Merge with OpenOffice.org Writer Just like the other applications, mail merge has its own URL Set objMailMerge = objServiceManager.createInstance ("com.sun.star.text.MailMerge") Mail merge has seven arguments DocumentURL DataSourceName CommandType Command OutputType OutputURL FileNamePrefix

Mail Merge with OpenOffice.org Writer (cont.) Set the seven arguments Set args(1) = OOoNamedValue("DocumentURL", url) Set args(0) = OOoNamedValue("DataSourceName", "mrgdata") Set args(2) = OOoNamedValue("CommandType", 0) Set args(3) = OOoNamedValue("Command", "mrgdata") Set args(4) = OOoNamedValue("OutputType", 2) Output has two options 1 = Send to printer 2 = Save to file Set args(5) = OOoNamedValue("OutputURL", savelocation) Set args(6) = OOoNamedValue("FileNamePrefix", "mailmergeoutput1")

Mail Merge with OpenOffice.org Writer (cont.) Finally, call the Execute method to complete the mail merge objMailMerge.Execute args()

Lotus Symphony Documents Mail Merge and Notes Demo — Example 7 Creating a mail merge letter from the Notes personal name and address book pe01832_

Integration with Microsoft Excel Working with Excel is very different from Word The objects we use are different In Excel, we tend to move more data from Notes to the application Lots of rows in Excel vs. filling in bookmarks in Word

The Beginning with Excel To start, use a different object Set hwd = CreateObject("Excel.Application") Next, create a new workbook hwd.Workbooks.Add And it’s time to add data

Working with Cells and Ranges We can work with cells or ranges For operating on a specific cell … hwd.cells(1,1).value=“Name” hwd.cells(1,2).value=“Category” For operating on multiple cells … use a range xlRange="$A$1:$C$1“ With hwd .Range(xlRange).Font.Bold = True ' set row to bold .Range(xlRange).Borders.LineStyle=1' set border .Range(xlRange).Borders.Weight=1 ' set weight of border End With

Dealing with the Default Row and Column Size Excel does not autosize columns and rows Do it within your code hwd.Range(xlRange).EntireColumn.AutoFit or hwd.Range(xlRange).EntireRow.AutoFit

Creating a Chart xlRange="$A$1:$C$10" hwd.Charts.Add hwd.ActiveChart.ChartType = 51 hwd.ActiveChart.SetSourceData hwd.Sheets("Sheet1").Range("A1:C10"), 2 hwd.ActiveChart.SeriesCollection(1).Name = "=""Notes Chart""" hwd.ActiveChart.Location 2, "Sheet1“ With hwd.ActiveChart .HasTitle = True .ChartTitle.Characters.Text = "Notes to Excel Demo“ .Axes(1,1).HasTitle = True .Axes(1,1).AxisTitle.Characters.Text = "X Axis“ .Axes(2,1).HasTitle = True .Axes(2,1).AxisTitle.Characters.Text = "Y Axis“ .ApplyDataLabels 2, True .HasDataTable = False End With hwd.ActiveSheet.Shapes("Chart 1").ScaleHeight 1.46, 0,0 Add the chart from the above range Create the chart on the current sheet Resize the chart to a specific height

Working with Microsoft Excel Demo — Example 8 Create a spreadsheet from Notes data and generate a chart pe01832_

Let’s Start Lotus Symphony Spreadsheets Calc uses a different URL to define the application Set CalcApplication = Desktop.loadComponentFromURL_("private:factory/scalc","_blank",0,args) The command above creates the workbook Next, we need to get the first sheet Set Worksheet=CalcApplication.Sheets.getByName("Sheet1")

Let’s Start Lotus Symphony Spreadsheets (cont.) Finally, we access the cell into which we want to enter text Set cell=Worksheet.getCellByPosition(3,6) We have set the string in a cell, but which cell is it?

Notes with Lotus Symphony Spreadsheets Demo — Example 9 “ Hello World” with Notes and Lotus Symphony Spreadsheets Where will the text go? pe01832_

Notes with Lotus Symphony Spreadsheets — D7! Why did the text go into cell D7? Didn’t we write to cell (3,6)?

Rows and Columns Are Numbered from Zero Just like arrays in Notes, the index starts at 0!

PowerPoint is closer to Word than Excel Integration with Microsoft PowerPoint

The Beginning with PowerPoint To start, use the PowerPoint object Set hwd = CreateObject(″PowerPoint.Application") Next, create a new presentation hwd.Presentation.Add 1, 1 And it’s time to add data

Working with PowerPoint Shapes Every slide has shapes Title text box Bullet text box etc. Each shape has a name Finding the name is typically “hunt and peck” I always use the macro function to determine the shape name You can also write a macro

Working with Shapes You have to navigate to enter text in PowerPoint Shape TextFrame Characters Selection hwd.ActiveWindow.Selection.SlideRange.Shapes("Rectangle 2").Select hwd.ActiveWindow.Selection.ShapeRange.TextFrame.TextRange.Select hwd.ActiveWindow.Selection.ShapeRange.TextFrame.TextRange.Characters(1,0).Select With hwd.ActiveWindow.Selection.TextRange .Text = sessiontitle End With

Working with PowerPoint Demo — Example 10 Create a presentation using contacts or sessions pe01832_

Introduction to Lotus Symphony Presentations Impress and Draw are almost the same application Pages contain shapes Shapes can contain text Text is handled just as it is in Lotus Symphony Documents

Let’s Start Lotus Symphony Presentations To create the instance of Impress, call its URL Set ImpressApplication=Desktop.loadComponentFromURL_ ("private:factory/simpress","_blank",0,args) Next, call the getDrawPages function to create the default presentation Set Presentation=ImpressApplication.getDrawPages() To get the first slide, use the getByIndex method Set Slide=Presentation.getByIndex(0)

Let’s Start Lotus Symphony Presentations (cont.) Each layout type has its own number To create a title page, enter the following: Slide.layout=1 Finally, we need to get the title and handle it like it’s a Lotus Symphony Documents text object Set title=Slide.getbyindex(0) Set TitleText=title.getText() Set Cursor=TitleText.createTextCursor() Call TitleText.insertString(Cursor,"Hello World!",False)

Lotus Symphony Presentations & Notes - Result

Lotus Symphony Presentations and Notes Demo — Example 11 “ Hello World” with Notes and Lotus Symphony Presentations pe01832_

Integration with Microsoft Project Microsoft Project’s COM API is the “hardest” of all the Office applications Syntax is very different There is no mapping between the other applications and Project

Beginning with Project To start, use the Project object Set hwd = CreateObject(″msproject.Application") Next, create a new Project file Call msproject.filenew(False, "", False, False) And it’s time to add data

Adding Notes Data to Project To start, add data to specific rows in Project You must also specify the field Call msproject.settaskfield("Name", doc.subject(0), False, True, 1) Once you have filled all the fields for the row, select the row to move the cursor Call msproject.selectrow(projidcount, False, 1)

Microsoft Project Demo — Example 12 Create an MS Project plan using tasks or sessions pe01832_

What We’ll Cover … Microsoft Word and Web services Microsoft Excel and XML Microsoft InfoPath and Web services .NET and Lotus Notes/Domino Visual Studio tools for Office

Moving to the Other Side This part covers the more advanced subjects Such as automating Lotus Notes from Microsoft Office and other technologies We will use COM, XML, Web services, and .NET technologies As the title suggests, this part is more technical We are about to pick up the pace

Automation from the Microsoft Side Many integration scenarios require that user interaction start, or solely be, from an application other than Notes Many times we will not have the Notes client installed We will not be writing LotusScript We may call LotusScript through the Notes COM interface We need to take advantage of “new” technologies XML Web services .NET Managed code

About Web Services Self-contained application published and invoked from the Web Based on XML Uses WSDL and SOAP Designed for machine-to-machine interaction Advantages: Connects various applications running on different platforms Uses open standards and protocols Uses HTTP, bypassing firewall and other security measures Disadvantages: Poor performance as opposed to Distributed COM (DCOM) Requires an internet connection for both the client and the server

First Things First First, you need to build a Web service It can be written using LotusScript, Java, or importing WSDL It is very similar to an agent To be able to write a Web service, you must know how to write a class If you are working with Notes 6.5 or before, you can build an agent and “fake” it into being a Web service

Web Service Classes Example of a simple LotusScript custom class: Class GetPersonInfo Sub New End Sub Public Function GetEmailAddress(personname As String) As String End Function Public Function GetPhoneNumber(personname As String) As String End Function End Class Just like an agent, except the New function Acts just like the agent Initialize

Lotus Developer Sessions Web Service

Calling a Web Service from Microsoft Word To call a Web service from Word (or other Office application), use the following code: SWSDL = "http://www.johndavidhead.com/ls08sessions.nsf/SessionInfo?wsdl" Set Client = CreateObject("MSSOAP.SoapClient") Call Client.mssoapinit(sWSDL) GetSessionList = Client.ListAllSessions This code uses the SOAPClient control that is part of Windows and Internet Explorer SOAP is a way to package and interact with a Web service

More Detailed Web Services with Word Now, we want to take something the user selected and get more info about it This is a second method in the Web service: Public Function GetSessionFieldValue(sessionid, fieldName) As String sWSDL = "http://www.johndavidhead.com/advisorsession042006.nsf/SessionInfo?wsdl" Set Client = CreateObject("MSSOAP.SoapClient") Call Client.mssoapinit(sWSDL) GetSessionFieldValue = Client.GetSessionInfo(sessionid, fieldName) End Function Sessionid and fieldName are values we pass into the Web service The return value comes back as string

Word 2007 and Web Services Word template that prompts the user Prompted information is from a Notes database Instead of using COM, data is obtained via Web services Code written inside the Visual Basic for Applications Integrated Development Environment (IDE)

pe01832_ Demo — Example 13 Word template that reads a Notes database via a Web service

Office and XML Details Office 2003 added XML support Word and Excel Export-like Save option Excel can import data from an XML file Import XML schema Transform XML with XML style sheets

Office and XML Details (cont.) Office 2007 uses XML as the default new file format Microsoft is working to make the new XML file format an ISO standard Called Open XML Office 2003 can open these new formats with an update you can download from Microsoft Learn more about OOXML, ODF in John's Best Practices Session BP305: The Document Format Dance

Working with Domino Data as XML Use the core Domino classes LotusScript and Java Domino XML (DXL) Cheat  Add passthru HTML to a form Build your own agent to output XML

A Domino Agent That Creates XML Dim s As New NotesSession Dim db As NotesDatabase Dim doc As NotesDocument Dim view As NotesView Set db = s.currentDatabase Set view = db.GetView( "XML" ) Set doc = view.GetFirstDocument Print "Content-type: text/xml“ Print "<BOOKCATALOG>“ While Not ( doc Is Nothing ) Print "<BOOK>" Print "<bookTitle>"+doc.bookTitle(0)+"</bookTitle>“ Print "<bookAuthor>"+doc.bookAuthor(0)+"</bookAuthor>" Print "<bookPrice>"+doc.bookDiscountPrice(0)+"</bookPrice>" Print "<bookCategory>"+doc.bookCategory(0)+"</bookCategory>" Print "</BOOK>" Set doc = view.GetNextDocument( doc ) Wend Print "</BOOKCATALOG>"

Using XML with Excel Read XML from a Notes database XML generated via an agent in Notes database Chart the data using Excel charting tools Works with Domino 5.X, 6.X, 6.5.X, 7, 8, & 8.5 For this example, we will not write any code!

Microsoft Excel and XML pe01832_ Demo — Example 14 Importing Domino data into a spreadsheet using XML

.NET and Lotus Notes/Domino The .NET CLR acts like a Java Virtual Machine (JVM) for running code CLR = Common Language Runtime It provides a single point for: Security Access/registration of objects Management Logging .NET added “managed code” Code that is managed, runs Code that is not managed is stopped

Managed Code .NET managed code must be signed Visual Studio .NET can sign the code Certificates much like the VBA code signatures You can get one from VeriSign and other companies Free if it’s for internal use only Purchasable if you want to sign code and ship it

Managed Code and Domino Why does a Domino developer care? By default, COM is considered unmanaged and unsigned to the .NET Common Language Runtime (CLR) Managed code also prevents .NET components from being called by COM You can create COM Callable Wrappers (CCW) in Visual Studio .NET

Generating COM Callable Wrappers Steps to build a .NET component so that it can be used from COM: Sign the assembly with a strong name Build the .NET assembly (component) Register the .NET component as a COM object Optional: Add attributes to the .NET code that give more control of the COM interface that is generated

Visual Studio .NET Introduced in 2002 Provides the default Microsoft Development Environment Design goal is to be the only IDE for Microsoft software Supports multiple languages VB .NET C# etc. Supports WinForms Uses .NET security

Visual Studio Tools for Office 2005 Add-in for Visual Studio .NET Adds support for: Word Excel InfoPath Outlook Can develop in: Visual Basic C#

Word with VSTO Same demo as the Word 2007 Web services demo Built in VS .NET using VSTO 2005 Uses the Word template that comes with Visual Studio Tools for Office (VSTO) The Web service is created using the VS .NET Web Service Connector tool

Microsoft Word and VSTO 2005 pe01832_ Demo — Example 15 Creating a new Word document that prompts the user and fills out Domino data via a Web service

Visual Studio .NET 2005 Supported applications and templates

Microsoft Visual Studio 2005 Tools for Office Second Edition Runtime Supports Office 2007 Free download from Microsoft Developer Network Only supports add-ins No document or template Templates More applications supported Stopgap support for Office 2007 until VS .NET 2008

Visual Studio .NET 2005 Second Edition Templates For Office 2007, here are the supported Add-ins:

VS .NET 2005 SE and Domino Data Session evaluation sample used in the Word and Web services and VS .NET 2005 demos Rebuilt for Word 2007 Uses a side panel add-in to prompt the user to select some data

2007 Microsoft Office System Logical Architecture

Visual Studio.NET 2008 and VSTO 3.0 VSTO is no longer a separate download Support for Office 2003 and 2007 Ribbon Designer Template Options mimic other VS.NET projects

VSTO 3.0 Project Types http://www.danielmoth.com/Blog/NewO11ProjectB1.jpg http://www.danielmoth.com/Blog/NewO12ProjectB1.jpg

Office 2007 Server-Side Options Microsoft SharePoint Services 3.0 Microsoft SharePoint 2007 Microsoft ASP.NET 2.0 Microsoft Excel Services Microsoft Office Groove

Ways to Add Domino Functionality to ASP.NET Using Notes/Domino’s COM interface Using Domino Web services Using Domino Web agents and XML NOTE: Selecting the right option is dependent on the Domino Server version and the developer’s skill

Domino COM in ASP From within Visual Studio .NET, using the ASP.NET template Add the Domino COM reference like we have done in Office and VSTO Build the ASP.NET page

Building the ASP.NET Page Add the standard fields and labels to the ASP page The COM code is behind the button

Calling Domino via COM in ASP.NET Below is the code behind that button: Protected Sub Button1_Click(ByVal sender As Object, ByVal e As System.EventArgs) Dim s As New Domino.NotesSession Dim dbdir As Domino.NotesDbDirectory Dim db As Domino.NotesDatabase Try s.Initialize() ‘ you can also use s.Initialize("password") dbdir = s.GetDbDirectory("") db = dbdir.OpenDatabase(TextBox1.Text) Label1.Text = db.Title Label2.Text = db.FileName Label3.Text = db.FilePath Label4.Text = db.ReplicaID Label5.Text = db.Size Label6.Text = db.Created Label7.Text = db.LastModified Catch ex As Exception Label1.Text = ("An Error Happend " & ex.Message & “ “ & ex.Source) Finally System.Runtime.InteropServices.Marshal.ReleaseComObject(s) End Try End Sub

ASP.NET Calling Domino via COM Demo — Example 16 Creating an ASP.NET Web page that calls Domino via COM pe01832_

ASP.NET Calling a Domino Web Service We can call the same Domino Web service we have used before ASP.NET will import the Web service Code behind the button will be virtually the same as when ASP.NET called Domino via COM

ASP.NET Calling Domino via a Web Service Demo — Example 17 Creating an ASP.NET Web page that calls Domino via a Web service pe01832_

ASP.NET Can Also Work with Domino XML ASP.NET can display Domino data in a great grid control Steps to make this happen: Drag a GridView data control onto your page An XMLDataSource object is automatically added The XMLDataSource is associated with the GridView control Set the DataFile property of the XMLDataSource to the XML agent

Domino Data in a Grid on an ASP.NET Web Page This is what the data will look like in the grid control:

Displaying Domino XML in an ASP.NET Web Page Grid pe01832_ Demo — Example 18 Creating an ASP.NET Web page that uses the grid control to display Domino XML

Microsoft SharePoint Integration Integration at the Notes client Mainsoft Sharepoint Integrator Integration with Domino data A combination of VSTO Domino XML Some magic :-) Samples inspired by Gary Devendorf @ Microsoft

Microsoft SharePoint Ingetration pe01832_ Demo — Example 19 Posting documents created via Automation to Microsoft SharePoint

Google Docs Integration Higher degree of difficulty Java code integrated with the Notes 8 and 8.5 Standard Clients Eclipse.org plug-ins A sidebar application that displays the documents Just like Quickr! This sample is not for the timid! There is also a C# library available

Google Docs Integration – Posting Documents pe01832_ Demo — Example 20 Saving Documents from Notes to Google Docs

Google Docs Integration – Domino Data in Spreadsheet pe01832_ Demo — Example 21 Using Domino Data via RSS feed in Spreadsheet

Reporting Options Use Excel/Calc Use a third-party tool

Five Third Party Tools Available Crystal Reports IntelliPRINT Analytics/Reporting SWING SQL Reporting tools via DB2NSF Integra4Notes/Integra Quick Reports

Integra4Notes and Integra Quick Reports Integra4Notes A Notes application that allows importing and exporting of data between Lotus Notes and Word, Excel, PDF files, and XML files The premier reporting framework for Notes developers Integra Quick Reports Ad hoc reporting for end users to Microsoft Excel Mail merge and labels to Microsoft Word From any Lotus Notes database

Integra4Notes Key Features and Benefits More advanced capabilities Event-driven script, for example Access multiple databases and sources Oracle, SAP, mySQL, etc. Non-intrusive — no designer changes Zero footprint — no EXE, no DLLs, etc. Distribute via email, save to Notes document, send doclinks, send to printer, fax, etc. Notes client, browser, and scheduled Export and import Generate PDFs 4.5 ships with print driver – no extra cost

Third-Party Application Demonstration Demo — Example 22 Integra4Notes and Integra Quick Report samples pe01832_

Integra for Notes Personal Edition Provides the user with integration for their Contacts to do the following: Mail Merge Labels Mass Email Export to Excel Ad-hoc export to Excel with Pivot Tables and Charting Supports Notes 6.5, 7, 8, & 8.5 Supports Office 200 thru 2007 FREE!!!!!!! 0.D00.gif www.integra4notes.com/personal

Real World Integration Real World Use Cases Zain Africa Challenge Application www.zainafricachallenge.com PSC won the 2009 Best Philanthropic Lotus Award for this solution Integration Samples Excel for reporting Word for Scripts Integra for XML export

2009 and Beyond We finally have great tools VS.NET 2008 We have multiple options Office, Symphony, OpenOffice.org, Google Docs, etc. The Document Format Decision You will be forced into making a decision in the next 24 months Competition will be good for us … if we can deal with all the changes

Sessions you should see this week BP110: IBM Lotus Symphony and You - A Developer's Perspective John Head Loction TBD BP305: The Document Format Dance John Head Location TBD BP111: Reports, Charts, and Graphs 2.0 Julian Robichaux & Rob McDonagh Location TBD

Resources LDD Discussions (Notes.Net) www-130.ibm.com/developerworks/lotus OpenOffice.org www.openoffice.org OpenOffice Developers Guide api.openoffice.org/DevelopersGuide/DevelopersGuide.html Programming OpenOffice with Visual Basic www.kalitech.fr/clients/doc/VB_APIOOo_en.html John Head’s blog www.johndavidhead.com Slides and content available from www.johndavidhead.com kassabov.wordpress.com

Resources (cont.) Microsoft Office developer’s Web site msdn2.microsoft.com/en-us/office/default.aspx Microsoft Developer Network msdn.microsoft.com Microsoft Office blog listing 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 PSC’s Reporting and Office Integration page www.psclistens.com/enTouchCMS/app/viewCategory? catgId=66

Thank You! Questions & Answers Please remember to fill out your evaluation. Samples available from www.johndavidhead.com [email_address] [email_address] www.johndavidhead.com kassabov.wordpress.com www.psclistens.com

Legal disclaimer © IBM Corporation 2008. 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. IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. Java and all Java-based trademarks are trademarks of Sun Microsystems, 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.

Jmp205 Final

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Jmp205 Final