MWLUGCONFERENCE2010Building a Community Through CollaborationCONDUG - DNP - GRANITE - MNNOTES 411 - NEOLUG - NWLUG - SWLUG - WMLUG - WPALUGHilton Garden Inn - ClevelandCleveland, OHAugust 19-20, 2010
“Kum Bah Yah” meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus SymphonyJohn Head PSC Group, LLC
Before we beginPlease turn off/set to vibrate/mute allCell PhonesPagersComputersPlease remember to fill out your evaluations
AgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
Who am I?John D. HeadDirector of Enterprise Collaboration at PSC Group, LLCInvolved in Lotus technology since 1993OpenNTF.org Steering Committee Member and IP Working Group ChairmanSpeakerOver 30 sessions at Lotusphere since 1996Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferencesAuthorPublications on Office and SmartSuite integration with NotesLotusUserGroup.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
PSC Group, LLCIBM Premium Business Partner for 20+ YearsMicrosoft Gold PartnerNotes & Domino 8.5.X Design PartnerOpenNTF.org Alliance Member, Steering Committee Company, & Former Host of OpenNTF.orgSponsor of IamLUG in 2009 & 2010Winner of 2007 & 2009 Lotus Award!Host of the following blogs:
Ed Brill’s (www.edbrill.com)‏
Lotus Design Blog(Mary Beth Raven)(www.notesdesign.com)
LotusStaffNotes (Brent Peters)(www.lotusstaffnotes.com)
Lotus Connections team(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)This Year, We Started OverWe have rebuilt this presentation from the ground upReorganizedAll New DemosTake Advantage of the modern software versionsNotes 8.5.XOffice 2007Symphony 1.3.NET 3.5Visual Studio 2008Much of the basics of integration have had to be left out …But you can access our presentation from last year for all of the basic steps – link provided later
The Demo DatabasesPresentation example databaseContains 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 wellOpenNTF.org Contacts ExperienceCustomized Notes 8.5.1 Contacts Template
Version on server for web and web services demosLet’s take a little poll …Who is using …Office 97 and earlierOffice 2000Office XPOffice 2003Office 2007Office 2010OpenOffice / StarOfficeLotus SymphonyiWorkOther
Integration History1994
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
2009
Notes 8.5.1
Domino Designer in Eclipse
2010
Office 2010
Visual Studio 2010
Notes 8.5.2
Symphony 3.0The Good NewsWe 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

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MWLUG 2010 - “Kum Bah Yah” meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony

  • 1. MWLUGCONFERENCE2010Building a Community Through CollaborationCONDUG - DNP - GRANITE - MNNOTES 411 - NEOLUG - NWLUG - SWLUG - WMLUG - WPALUGHilton Garden Inn - ClevelandCleveland, OHAugust 19-20, 2010
  • 2. “Kum Bah Yah” meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus SymphonyJohn Head PSC Group, LLC
  • 3. Before we beginPlease turn off/set to vibrate/mute allCell PhonesPagersComputersPlease remember to fill out your evaluations
  • 4. AgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
  • 5. Who am I?John D. HeadDirector of Enterprise Collaboration at PSC Group, LLCInvolved in Lotus technology since 1993OpenNTF.org Steering Committee Member and IP Working Group ChairmanSpeakerOver 30 sessions at Lotusphere since 1996Speaker at Lotus Developer, ILUG, UKLUG, MWLUG, IamLUG, & TriStateLUG conferencesAuthorPublications on Office and SmartSuite integration with NotesLotusUserGroup.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
  • 6. PSC Group, LLCIBM Premium Business Partner for 20+ YearsMicrosoft Gold PartnerNotes & Domino 8.5.X Design PartnerOpenNTF.org Alliance Member, Steering Committee Company, & Former Host of OpenNTF.orgSponsor of IamLUG in 2009 & 2010Winner of 2007 & 2009 Lotus Award!Host of the following blogs:
  • 8. Lotus Design Blog(Mary Beth Raven)(www.notesdesign.com)
  • 13. Chris Pepin – IBM CTO’s Office(www.chrispepin.com)This Year, We Started OverWe have rebuilt this presentation from the ground upReorganizedAll New DemosTake Advantage of the modern software versionsNotes 8.5.XOffice 2007Symphony 1.3.NET 3.5Visual Studio 2008Much of the basics of integration have had to be left out …But you can access our presentation from last year for all of the basic steps – link provided later
  • 14. The Demo DatabasesPresentation example databaseContains all of the “Getting Started” Demos
  • 15. Works in your Notes Client
  • 16. Configurable for your environment
  • 17. New UI for Rich Client, works in Standard client as wellOpenNTF.org Contacts ExperienceCustomized Notes 8.5.1 Contacts Template
  • 18. Version on server for web and web services demosLet’s take a little poll …Who is using …Office 97 and earlierOffice 2000Office XPOffice 2003Office 2007Office 2010OpenOffice / StarOfficeLotus SymphonyiWorkOther
  • 21. 1996
  • 23. OLE
  • 25. VBA
  • 26. 1997
  • 28. 1998
  • 29. Notes R5 with COM support
  • 30. 2001
  • 32. 2004
  • 33. Notes Domino 6.5 with LS2J and DXL
  • 34. 2005
  • 35. Notes Domino 7 with Web services
  • 36. 2007
  • 40. 2008
  • 43. 2009
  • 46. 2010
  • 50. Symphony 3.0The Good NewsWe have entered the “Industrial Revolution” period of the Integration Era
  • 53. NotesSQL was used to get even the most basic of data
  • 55. Notes F/XThe Good News (continued)The Renaissance brought us new tools
  • 59. The Revolution brings us major changes
  • 60. A true competitor to Office
  • 61. Visual Studio.NET 2008 and VSTO 3.0
  • 62. Code begins to move from inside a document to complete applicationsAgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
  • 63. Each demo is the equivalent of a “Hello World” sampleThey are self contained and as little code as possibleNo error trapping, etcThis will get you started with Integration“Getting Started” Demos
  • 64. Getting Started DemosWordExcelPPTProjectSymphony Documents (UNO)Symphony Spreadsheets (UNO)Symphony Presentations (UNO)Symphony Documents (LS API)Symphony Spreadsheets (LS API)Symphony Presentations (LS API)VBAVB.NETC#
  • 65. Getting Started – Microsoft Word“Getting Started” demo #1Demonstrates how to use LotusScript to have Notes automate Microsoft Word
  • 66. Getting Started – Microsoft Excel“Getting Started” demo #2Demonstrates how to use LotusScript to have Notes automate Microsoft Excel
  • 67. Getting Started – Microsoft PowerPoint“Getting Started” demo #3Demonstrates how to use LotusScript to have Notes automate Microsoft PowerPoint
  • 68. Getting Started – Microsoft Project“Getting Started” demo #4Demonstrates how to use LotusScript to have Notes automate Microsoft Project
  • 69. Getting Started – Symphony Documents UNO“Getting Started” demo #5Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via UNO
  • 70. Getting Started – Symphony Spreadsheets UNO“Getting Started” demo #6Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via UNO
  • 71. Getting Started – Symphony Presentations UNO“Getting Started” demo #7Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via UNO
  • 72. Getting Started – Symphony Documents LotusScript“Getting Started” demo #8Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Documents via the new LS API
  • 73. Getting Started – Symphony Spreadsheets LotusScript“Getting Started” demo #9Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Spreadsheets via the new LS API
  • 74. Getting Started – Symphony Presentations LotusScript“Getting Started” demo #10Demonstrates how to use LotusScript to have Notes automate Lotus Symphony Presentations via the new LS API
  • 75. Getting Started – VBA“Getting Started” demo #11Demonstrates how to use Visual Basic for Applications (from within Microsoft Word) to access Lotus Notes
  • 76. Getting Started – C#“Getting Started” demo #12Demonstrates how to use C# (from within Visual Studio.net 2008) to access Lotus Notes
  • 77. AgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
  • 78. Advanced integration from the Notes ClientFrom your Contacts application:Create Letter Create Envelope Mass Mail Merge Export Create Presentation This requires that you replace the design of your Contacts application with the OpenNTF.org Contacts Experience template
  • 79. Advanced integration from the Notes Client - Create LetterFrom your Contacts, create a new letter for the selected contact in Microsoft Word.Allow the user to select from custom templates
  • 80. Advanced Integration - Create EnvelopeFrom your Contacts, create a new envelope for the selected contact in Microsoft Word.
  • 81. Advanced Integration - Mass Mail MergeFrom your Contacts, create a mass mail merge for the selected contacts in Microsoft Word.Allow the user to select from custom templates
  • 82. Advanced Integration - Export From your Contacts, export selected fields for the selected contacts in Microsoft Excel.
  • 83. Advanced Integration - Create Presentation From your Contacts, create a presentation for the selected contact in Microsoft PowerPoint.Allow the user to select from custom templates
  • 84. Advanced integration from the Notes Client - Create Letter From your Contacts, create a new letter for the selected contact in Lotus Symphony Documents.Allow the user to select from custom templates
  • 85. Advanced Integration - Mass Mail Merge From your Contacts, create a mass mail merge for the selected contacts in Lotus Symphony Documents.Allow the user to select from custom templates
  • 86. Advanced Integration - Export From your Contacts, export selected fields for the selected contacts in Symphony Spreadsheets.
  • 87. Advanced Integration - Create Presentation From your Contacts, create a presentation for the selected contact in Symphony Presentations.Allow the user to select from custom templates
  • 88. AgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
  • 89. Advanced Integration from other applicationsEasy Spreadsheets using Notes DataInsert ImageInsert SlideNotes Explorer
  • 90. Advanced Integration - Easy Spreadsheets using Notes DataCreate spreadsheets that import Contact dataAuto RefreshGenerate ChartsGet data via a web service
  • 91. Advanced Integration - Insert Image w/ Microsoft WordUsing a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.
  • 92. Advanced Integration - Insert Image w/ Symphony DocumentsUsing a custom Symphony Plug-in, add an Insert Image menu item and sidebar that allows for easy image insertion from a Notes repository.
  • 93. Advanced Integration - Insert Slide Using a custom VSTO solution, add an Insert Image Ribbon, menu item, and sidebar that allows for easy image insertion from a Notes repository.
  • 95. Notes Explorer DetailsWindows AddinExtends Windows ExplorerNot a Windows ServiceSupports Limited Rights UserWorks in any Windows ApplicationWorks with Windows SearchNEX Protocol mimics UNC functionalityImmediate Attachment SyncZip file explorationSupport for Windows XP, Vista, and Windows 7Support any Notes database
  • 97. Works with local and server databases
  • 102. Works with Notes 5, 6, 7, 8, and 8.5.XAgendaIntroductions“Getting Started” with IntegrationAdvanced IntegrationFrom the Notes ClientFrom other applicationsLooking ForwardQ & A
  • 103. 2010 and BeyondWe finally have great toolsDDEVisual Studio 2010 with VSTO 4Office 2010Office 2010 BackstageGreat Tools ComingSymphony 3.0 (in beta now)New/Updated APIs for Notes DataRESTDXLWe have multiple optionsOffice, Symphony, OpenOffice.org, Google Docs, etc.Competition will be good for us … if we can deal with all the changes
  • 104. Automation vs. GenerationDocument Generation is starting to become a viable optionUsing the standard formats of OOXML, ODF, and PDFInstead of requiring the application to be present, this is done with no interaction of any applicationToolsC# and the OOXML Toolkit for OfficeJava and the upcoming ODF Toolkit from IBM for SymphonyNumerous PDF APIs and Toolkits for both .NET and JavaCan generate server side in a fraction of the timeHere is a demo of what we are doing with Document Generation …
  • 105. ResourcesLDD Discussions (Notes.Net)http://www-130.ibm.com/developerworks/lotusOpenOffice.orghttp://www.openoffice.orgOpenOffice Developers Guidehttp://api.openoffice.org/DevelopersGuide/DevelopersGuide.htmlProgramming OpenOffice with Visual Basichttp://www.kalitech.fr/clients/doc/VB_APIOOo_en.htmlMicrosoft Office developer’s Web sitehttp://msdn2.microsoft.com/en-us/office/default.aspxMicrosoft Developer Networkhttp://msdn.microsoft.com
  • 106. Resources (cont.)Microsoft Office blog listinghttp://msdn2.microsoft.com/en-us/office/aa905342.aspxOpenNTF.org — the open source Web site for Noteswww.openntf.orgIntegra4Notes Web sitewww.integra4notes.comSlides and content available fromhttp://www.johndavidhead.com
  • 107. Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and newsIdeaJam (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 sourceIBM’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 SametimeLotus 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 groupsThe Lotus Community Podcasts
  • 108. Facebook.com/PSCGroup Twitter.com/PSCGroup LinkedIN.com/PSCGroup Slideshare.com/PSCGroup Youtube.com/PSCGroup Facebook.com/johndhead Twitter.com/johnhead LinkedIN.com/in/johndhead Slideshare.com/johndhead Youtube.com/johnheadJohn [email protected] Perimeter DriveSuite 500Schaumburg, IL 60173(847) 517-7200(847) 517-7600 faxwww.johndavidhead.comwww.pscgroup.com