Outlook Social Connector: Deployment and Development Overview

1. Required Slide SESSION CODE: OSP317 Outlook Social Connector:Deployment and Development Overview John R. Durant Senior Product Manager Microsoft Corporation

2. Session Objectives and Takeaways • Session Objective(s): • Identify the value proposition of the OSC • Understand how the OSC can integrate with social networks and LOB applications • Know what is required to implement, debug, and deploy an OSC provider • Key takeaway(s): • OSC adds value to Outlook by surfacing people-centric information from social networks and LOB applications • OSC providers built on an open extensibility model • No specific knowledge of Outlook APIs (MAPI and Outlook OM) is required to build a provider.

3. Agenda • Overview and mission • Guide to OSC UI • Partner landscape • OSC Future • Provider extensibility architecture • OSC provider interfaces • OSC XML schema and localization • Provider deployment and debugging

4. Overview The OSC brings people-centric data views into Outlook • Outlook “PIM” features • information about the people you work with: photos, titles, and status updates from various networks & sources • communications history: e-mail, meetings, attachments shared • Connect to Microsoft consumer & business networks • feeds from Windows Live and SharePoint 2010: see activity from Windows Live (Spaces, Skydrive, etc.) as well as SharePoint 2010 social activity (tagging, profile updates) • Open API for 3rd party network providers • connect to popular consumer social networks to view their feeds and activity • developers can write to the OSC API’s to connect to any network or LOB system to bring any people-centric stream into outlook 1 1 2 2 3 3

5. Outlook Social Connector John R. DurantSenior Product ManagerMicrosoft DEMO

6. yearbook view Guide to OSC UI maximized (single person) tabs people pane minimized (default) network badge (click for profile) add command (on network) thumbnails

7. Quick Takeaways • You can get started today! • Tell our social networking story with Office and SharePoint • Help your customers see the benefits of social in the 2010 wave • Explore customer internal/LOB systems that would be a good fit for the OSC • Evangelize consumer social networking in the enterprise • LinkedIn and MySpace have downloads available today • Facebook, Xing, OfficeTalk, and more are coming soon

8. Opportunity Landscape We classify our partnerships by their level of engineering support SharePoint LinkedIn 3rd parties In-house development MySpace Windows Live Facebook

9. Future The OSCis a core component of outlook that will evolve over time • The core OSC experience will grow to include deeper SN integration, feed aggregation, and more • As the OSC evolves, partners and developers will be able to leverage new APIs to deepen / enhance the experience inside Outlook • Feedback is welcome! • Email OSCPRX@Microsoft.com with ideas and concepts

10. Extensibility model the OSC has open API’s that allow anyone to build a provider for a social network or LOB application FooNet2 FooNet1 Add-In etc… FooNet1 Provider FooNet2 Provider FooNet3 Provider FooNet4 Provider Outlook Social Connector Core Engine Outlook 2003 / 2007 / 2010

11. OSC Provider Extensibility • Plan of record: Social network implements its own OSC provider • Provider is a COM-visible DLL loaded by OSC add-in running in-process with Outlook • To write a provider, use any development tool that can create a COM component DLL

12. OSC Interfaces (version 1.0) • ISocialProvider • Load, GetCapabilities, GetSession, SocialNetworkName • ISocialSession • Logon, LogonWeb, GetActivities, GetPerson • ISocialProfile::ISocialPerson • GetActivitiesOfFriendsAndColleagues • ISocialPerson • GetActivities, GetDetails, GetPicture

13. FooNet in the cloud FooNet FooNet Web Services / REST APIs Add-In FooNetProvider API GetCapabilities API Authenticate API Download Network Activity API Sync Contacts Outlook Social Connector Core Engine XML parsing and storage Outlook item creation and storage Outlook item data mining and WDS lookups Outlook Outlook Data File & Application

14. Test Provider John R. DurantSenior Product ManagerMicrosoft DEMO

15. Building a Provider • Microsoft Development Tools • Unmanaged C++ • Managed Visual C# • Managed Visual Basic .NET • Any development tool that supports creation of a COM-visible Windows class library component

16. Provider Extensibility TypeLib • Type Library: socialprovider.dll installed with OSC

17. Implementation • You write the implementation code that talks to your social network • Return Xml that conforms to OutlookSocialProvider.xsd • capabilities • friends/person • activityFeed • OSC surfaces person and activityFeed Xml as network contacts and activity items in people pane

18. Provider Authentication • ISocialProvider::GetCapabilitiessupports these authentication methods: • Basic (userName/password) ISocialSession::Logon • Forms-based (connectIn/connectOut) ISocialSession::LogonWeb • Credentials are cached and encrypted

19. Outlook 2010 (x86 and x64) • Office 2010 available in both 32-bit and 64-bit versions • Default install is 32-bit Office on 64-bit OS • Native providers • You must detect installed version of Outlook and install x86/x64 accordingly • Suggest building 32-bit OSC Provider as default and gauging interest in 64-bit • Managed providers – Compile w/ Any CPU option and one provider will run on x86/x64

20. LOB considerations • Business opportunity: Using OSC to surface contact and activity data for knowledge networks or LOB apps in the enterprise • Caveats • OSC is not a plug-in replacement for CRM • Contact sync brings down only a subset of basic contact fields to local network contact items • Custom contact properties not supported in v1 • RSS items are stored in hidden “News Feed” folder and cannot be customized with metadata or custom UI

21. Provider Templates John R. DurantSenior Product ManagerMicrosoft DEMO

22. Getting Started • Naming your provider • Managed versus Native Provider • Will the provider be downloaded? • Will you support Outlook 2010 x64? • XML parser issues • Determine your capabilities • On-demand versus cached contacts/activities • Authentication method • Write implementation code • Debug and deploy your provider

23. Activities XML

24. <activityTemplateContainer> <activityTemplateContainer> <applicationID>2</applicationID> <templateID>1</templateID> <activityTemplate> <type>Photo</type> <title>{publisher:Publisher} has a new profile photo: </title> <data>{list:ProfilePhoto({picture:Photo})}</data> <icon>http://www.microsoft.com/about/images/rss_button.gif</icon> </activityTemplate> </activityTemplateContainer>

25. Activity Template Types

26. Activity Localization • OSC supports Unicode (utf-16) • Provider detects the Outlook UI language based on languageTag (RFC 4646/4647) passed to ISocialProvider::Load • If your provider ships for multiple languages, you must localize templates • Pass localized templates back to ISocialSession::GetActivities or ISocialPerson::GetActivitiesOfFriendsOrColleagues

27. Provider Performance • OSC represents possible millions of hits per day on your servers • Approximately 20-50 million OSC users short term, 100-200 million long term • Approximately 25-50 pieces of mail per day per typical corporate user • For on-demand contact or activities sync, OSC makes network call each time people pane is refreshed • Mitigations that improve server scalability • Default interval: 30 minutes for ISocialPerson::GetActivitiesOfFriendsAndColleagues • In your provider, generate a unique userAgent that goes to the service to track OSC calls. • Threading model to improve provider performance • STA and MTA supported • See INFO: Descriptions and Workings of OLE Threading Models

28. Basic Deployment • Provider setup using your preferred installation tool • OSC will auto-detect installed provider • Required registry keys: • COM Registration of Provider DLL • Provider ProgID under HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\SocialConnector\SocialProviders or HKEY_LOCAL_MACHINE\Software\Microsoft\Office\Outlook\SocialConnector\SocialProviders

29. Debugging • Over the wire tools • Fiddler • Wireshark • Using Visual Studio when developing a provider • On Debug tab, Start Action, Start External Program point to Outlook.exe, for example C:\Program Files\Microsoft Office\Office14\OUTLOOK.EXE • Set breakpoints in your code • On Debug menu, point to Start Debugging (F5) • OSC registry keys for debugging under HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\SocialConnector • DebugProviders (DWORD=1) – validate provider Xml using OutlookSocialConnector.xsd • ShowDebugButtons (DWORD=1) – show buttons on Ribbon

30. More debugging tips • If your provider caches activities, unhide the “News Feed” folder using MFCMAPI • “News Feed” under IPM_SUBTREE in default store • Change PR_ATTR_HIDDEN to false

31. Required Slide Track PMs will supply the content for this slide, which will be inserted during the final scrub. Track Resources • For More Information – http://sharepoint.microsoft.com • SharePoint Developer Center – http://msdn.microsoft.com/sharepoint • SharePoint Tech Center – http://technet.microsoft.com/sharepoint • Official SharePoint Team Blog – http://blogs.msdn.com/sharepoint

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