Integration and Coexistence: Leveraging Lotus & Microsoft products to build better solutions

1. Integration and Coexistence: Leveraging Lotus & Microsoft products to buildbetter solutions John Head Alex Kassabov PSC Group, LLC

2. Before We Begin • Please turn off/set to vibrate/mute all Cell Phones Pagers ComputersPlease remember to fill out your evaluations

3. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

4. Who Are We? • John D. Head • Director of Enterprise Collaboration at PSC Group, LLC • Involved in Lotus technology since 1993 • OpenNTF.org Steering Committee Member and IP Working Group Chairman • Speaker • Over 30 sessions at Lotusphere since 1996 • Speaker at Lotus Developer , ILUG, UKLUG, and other conferences • Author • Publications on Office and SmartSuite integration with Notes • LotusUserGroup.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 • www.johndavidhead.com twitter.com/johnhead

5. 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 Lotus User Group • Akassabov.wordpress.com

6. PSC Group, LLC IBM Premium Business Partner for 19+ Years Microsoft Managed Partner Notes & Domino 8.5 Design Partner OpenNTF.org Alliance Member, Steering Committee Company, & Former Host of OpenNTF.org Winner of 2007 & 2009 Lotus Awards! 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) Lotus Sametime(www.thesametimeblog.com) Domino Server Team(www.dominoblog.com)‏ Lotus Mashups(www.mix-and-mash.com) Chris Pepin – IBM CTO’s Office(www.chrispepin.com)

7. 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 • My demos work with the standard Notes 6, 7, 8, & 8.5 templates

8. Let’s take a little poll … • Who is using … • Office 97 and earlier • Office 2000 • Office XP • Office 2003 • Office 2007 • Office 2010 Beta • OpenOffice / StarOffice • Lotus Symphony • iWork • Other

9. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

10. 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 • 2009 • Notes/Domino 8.5.1 • 2010 • Visual Studio 2010 • Office 2010

11. 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

12. 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

13. Integration from the Notes Client • Integrating Microsoft Word • Integrating Lotus Symphony Documents • Mail Merge • Integrating Microsoft Excel • Integrating Lotus Symphony Spreadsheets

14. 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

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

16. 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.

17. 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 OpenNTF.org project Supports Microsoft Office 2000, XP, 2003, and 2007 More features planned!

18. Word Template — Data from Notes Demo — Example 2 Create a new document Prompt user Place data into document

19. 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 languagebinding exists

20. Demo — Example 3 “Hello World” from Notes to Symphony Documents Notes to Writer 19

21. 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!

22. Demo — Example 4 Generate a mail merge from the personal name and address book Mail Merge from Address Book

23. 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

24. Working with Microsoft Excel Demo — Example 5 Create a spreadsheet from Notes data and generate a chart

25. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

26. 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

27. 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

28. Demo — Example 6 Word template that reads a Notes database via a Web service

29. Microsoft Excel and XML Demo — Example 7 Importing Domino data into a spreadsheet using XML

30. VSTO Versions • Visual Studio Tools for Office • Version 1 = VSTO 2003 with Visual Studio.NET 2003 • Version 2 = VSTO Second Edition with Visual Studio.NET 2005 • Version 3 = VSTO 3.0 with Visual Studio.NET 2008 • Unless you are forced too, only use VSTO 3.0 • VSTO allows for VB.NET and C# • PSC has moved to C# for all our development • C# is more powerful • More third-party tools available for C#

31. VSTO 3.0 Project Types

32. VSTO 3.0 and Microsoft Word and Domino Web Service Demo — Example 8 Creating a new Word document that prompts the user and fills out Domino data via Using VSTO

33. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

34. Ways to Add Domino Functionality to ASP.NET 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

35. 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

36. Demo — Example 9 Creating an ASP.NET Web page that calls Domino via a Web service ASP.NET Calling Domino via a Web Service

37. 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

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

39. Displaying Domino XML in an ASP.NET Web Page Grid Demo — Example 10 Creating an ASP.NET Web page that uses the grid control to display Domino XML

40. Microsoft SharePoint Integration • Integration at the Notes client • MainsoftSharepoint Integrator • Integration with Domino data • A combination of • VSTO • Domino XML • Some magic :-) • Samples inspired by Gary Devendorf @ Microsoft • Demo in download database

41. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

42. 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

43. Google Docs Integration – Posting Documents Demo — Example 11 Posting Document to Google Doc from Notes

44. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

45. 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

46. Real World Integration • VSTO 3.0 Solution for Microsoft Word • Custom Ribbon Implementation • Integration with a Notes database for storing information • Inserting Graphics into a Document • More Advanced Solutions • PowerPoint Insert Slides • Supports Searching

47. Real World Integration - Demos Demo — Example 12 Advanced VSTO Demos

48. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A

49. Looking Forward • 2009 • Lotus Symphony Toolkit with Notes 8.5.1 • LotusScript and Java • Requires 8.5.1 Client • Full automation API • XPages in the Notes Client in 8.5.1 • Automation from the web • 2010 • Visual Studio 2010 with VSTO 4 • Office 2010 • Backstage

50. What We’ll Cover … • Who we are? • Integration Background • Integration from the Notes client • Integration from other applications • Integration from a web browser • Integration with Google Docs • Real World Integration • Looking forward • Wrap-up and Q&A