1. The Never Ending Integration Story: How
to Integrate Your Lotus Notes, Domino,
and LotusLive applications with Microsoft
Office, .NET, and Lotus Symphony
John Head, PSC Group, LLC
© 2011 PSC Group, LLC

2. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

3. John Head
jhead@psclistens.com Facebook.com/johndhead Facebook.com/PSCGroup
Twitter.com/johnhead Twitter.com/PSCGroup
1051 Perimeter Drive
Suite 500 LinkedIN.com/in/johndhead Linkedin.com/company/psc-group-llc
Schaumburg, IL 60173 Slideshare.com/johndhead Slideshare.com/PSCGroup
Youtube.com/johnhead Youtube.com/PSCGroup
(847) 517-7200
(847) 517-7600 fax
www.johndavidhead.com
www.pscgroup.com

4. F O U N D E D I N 1 9 9 0

5. Our Our
People Clients
Our
Solutions
PSC
Ecosystem

6. People
Clients
Direction
Prospects Delivery

7. • Integration • Mobile Enablement
• Workflow • Custom Applications
• Rules Engines • Dashboards
• Collaboration • Process Improvement
• SOA • Agile/Sustainable
• Portals/Websites Architectures
Our Partners

8. The Never Ending Story
• Building on top of past 10 years of presentations on this topic
• More Content
• Every demo updated
• Brand New Demos
• Take Advantage of the modern software versions
• Notes 8.5.2 and 8.5.3
• Office 2010
• Symphony 1.3 & 3.0
• .NET 4.0
• Visual Studio 2010
• Much of the basics of integration have had to be left out …
• But you can access our presentations from previous years …

9. The Demo Databases
Presentation example database
 Contains 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 well
OpenNTF.org Contacts Experience
 Customized Notes 8.5.2 Contacts Template
 Version on server for web and web services demos

23. Poll Results: PSC Sessions in 2010

24. Poll Results: WorldWide 2011

25. Let's Review how we got to 2011

37. Integration History
 1994  2005
 DDE with Ami Pro  Notes Domino 7 with Web services
 1996  2007
 Notes R4  2007 Office System
 OLE  Lotus Notes/Domino 8
 LotusScript  Lotus Symphony
 VBA  2008
 1997  Visual Studio 2008
 SmartSuite with LotusScript (Word Pro)  Notes/Domino 8.5
 1998  2009
 Notes R5 with COM support
 Notes 8.5.1
 2001
 Domino Designer in Eclipse
 Notes Domino 6
 2010
 2004
 Office 2010
 Notes Domino 6.5 with LS2J and DXL
 Symphony 3.0
Otherwise known – How to Make John Feel Really Old!!!!

38. 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

39. 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 in Lotus Symphony
Visual Studio.NET 2010 and VSTO 4.0
Code begins to move from inside a document to complete applications

40. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

41. “Getting Started” Demos
• Each demo is the equivalent of a “Hello World” sample
• They are self contained and as little code as possible
• No error trapping, etc
• This will get you started with Integration

42. Getting Started
• Word ● Symphony Documents (UNO)
• Excel ● Symphony Spreadsheets (UNO)
• PPT ● Symphony Presentations (UNO)
• Project ● Symphony Documents (LS API)
• Visio ● Symphony Spreadsheets (LS API)
• VBA ● Symphony Presentations (LS API)
● C#

43. Getting Started –
Microsoft Word
• “Getting Started” demo #1
• Demonstrates how to use
LotusScript to have Notes
automate Microsoft Word

44. Getting Started –
Microsoft Excel
• “Getting Started” demo #2
• Demonstrates how to use
LotusScript to have Notes
automate Microsoft Excel

45. Getting Started –
Microsoft PowerPoint
• “Getting Started” demo #3
• Demonstrates how to use
LotusScript to have Notes automate
Microsoft PowerPoint

46. Getting Started –
Microsoft Project
• “Getting Started” demo #4
• Demonstrates how to use
LotusScript to have Notes automate
Microsoft Project

47. Getting Started –
Microsoft Visio
• “Getting Started” demo #6
• Demonstrates how to use
LotusScript to have Notes automate
Microsoft Visio

48. Getting Started –
Symphony Documents UNO
• “Getting Started” demo #8
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Documents via
UNO

49. Getting Started –
Symphony Spreadsheets UNO
• “Getting Started” demo #9
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Spreadsheets via
UNO

50. Getting Started –
Symphony Presentations UNO
• “Getting Started” demo #10
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Presentations via
UNO

51. Getting Started –
Symphony Documents LotusScript
• “Getting Started” demo #111
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Documents via the
new LS API

52. Getting Started –
Symphony Spreadsheets LotusScript
• “Getting Started” demo #12
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Spreadsheets via
the new LS API

53. Getting Started –
Symphony Presentations LotusScript
• “Getting Started” demo #13
• Demonstrates how to use
LotusScript to have Notes automate
Lotus Symphony Presentations via
the new LS API

54. Getting Started –
VBA
• “Getting Started” demo #14
• Demonstrates how to use Visual
Basic for Applications (from within
Microsoft Word) to access Lotus
Notes

55. Getting Started –
C#
• “Getting Started” demo #16
• Demonstrates how to use C# (from
within Visual Studio.net 2010) to
access Lotus Notes

56. 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
http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&docume
ntId=1F6C5C7B16317E218625726D004A31A9

57. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

58. Advanced integration from the Notes Client
From your Contacts application:
• Create Letter
• Create Envelope
• Mass Mail Merge
• Export
• Create Presentation
• Labels
• Templates
• Custom Fields
This requires that you replace the design of your Contacts
application with the OpenNTF.org Contacts Experience template

59. OpenNTF.org Contacts Experience
• Free template on OpenNTF.org
• Release 2.0
• Works with 8.0 and above
• Microsoft Office
• Works with 8.5.1 and above
• Lotus Symphony
http://www.openntf.org/internal/home.nsf/project.xsp?action=openDocument&name=Open
NTF.org%20Contacts%20Experience

60. Advanced integration from the Notes Client
Create Letter – Microsoft Word
• From your Contacts, create a
new letter for the selected
contact in Microsoft Word.
• Allow the user to select from
custom templates

61. Advanced integration from the Notes Client
Create Letter – Symphony Documents
• From your Contacts, create a
new letter for the selected
contact in Lotus Symphony
Documents.
• Allow the user to select from
custom templates

62. Advanced integration from the Notes Client
Create Envelope– Microsoft Word
• From your Contacts, create a
new envelope for the selected
contact in Microsoft Word.

63. Advanced integration from the Notes Client
Create Envelope – Symphony Documents
• From your Contacts, create a
new envelope for the selected
contact in Lotus Symphony
Documents.

64. Advanced integration from the Notes Client
Mass Mail Merge– Microsoft Word
• From your Contacts, create a
mass mail merge for the selected
contacts in Microsoft Word.
• Allow the user to select from
custom templates

65. Advanced integration from the Notes Client
Mass Mail Merge – Symphony Documents
• From your Contacts, create a
mass mail merge for the selected
contacts in Lotus Symphony
Documents.
• Allow the user to select from
custom templates

66. Advanced integration from the Notes Client
Create Labels – Microsoft Word
• From your Contacts, create a
labels for the selected contacts in
Microsoft Word.
• Allow the user to select from
custom templates

67. Advanced integration from the Notes Client
Create Labels – Symphony Documents
• From your Contacts, create a
labels for the selected contacts in
Lotus Symphony Documents.
• Allow the user to select from
custom templates

68. Advanced integration from the Notes Client
Export – Microsoft Excel
• From your Contacts, export
selected fields for the selected
contacts in Microsoft Excel.

69. Advanced integration from the Notes Client
Export – Symphony Spreadsheets
• From your Contacts, export
selected fields for the selected
contacts in Microsoft Excel.

70. Advanced integration from the Notes Client
Create Presentation – Microsoft PowerPoint
• From your Contacts, create a
presentation for the selected
contact in Microsoft PowerPoint.
• Allow the user to select from
custom templates

71. Advanced integration from the Notes Client
Create Presentation – Symphony Presentations
• From your Contacts, create a
presentation for the selected
contact in Microsoft PowerPoint.
• Allow the user to select from
custom templates

72. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

73. Advanced Integration from other applications
• Easy Spreadsheets using Notes Data
• Insert Image
• Insert Slide
• Notes Explorer
• Document Automation vs. Generation
• OOXML
• ODF

74. Advanced Integration from other Applications
Easy Spreadsheets using Notes Data
• Create spreadsheets that import
Contact data
• Auto Refresh
• Generate Charts
• Get data via a XML Agent

75. Advanced Integration from other Applications
Insert Image – Microsoft Word
• Using a custom VSTO solution,
add an Insert Image Ribbon,
menu item, and sidebar that
allows for easy image insertion
from a Notes repository.

76. Advanced Integration from other Applications
Insert Image – Symphony Documents
• Using a custom Symphony Plug-
in, add an Insert Image menu
item and sidebar that allows for
easy image insertion from a
Notes repository.

77. Advanced Integration from other Applications
Insert Slide – Microsoft PowerPoint
• Using a custom VSTO solution,
add an Insert Image Ribbon,
menu item, and sidebar that
allows for easy image insertion
from a Notes repository.

78. Advanced Integration from other Applications
Notes Explorer
• A C# and .NET solution that extends
Microsoft Explorer to allow
navigation of Domino applications
from within Explorer. Notes Explorer
is the combination of the Lotus
Connectors and DNFS (Domino
Network Files Services) from the
Notes 5.x time frame.

79. Advanced Integration from other Applications
Notes Explorer
• Using a custom VSTO solution,
add an Insert Image Ribbon,
menu item, and sidebar that
allows for easy image insertion
from a Notes repository.

80. Automation vs. Generation
• Document Generation is starting to become a viable option
• Using the standard formats of OOXML, ODF, and PDF
• Instead of requiring the application to be present, this is done with
no interaction of any application
• Tools
• C# and the OOXML Toolkit for Office
• Java and the Simple Java API for ODF for Symphony
• Numerous PDF APIs and Toolkits for both .NET and Java
• Can generate server side in a fraction of the time

81. OOXML
• Default format of Office 2007 and • ZIP container of text, images, etc.
Office 2010
• Open XML SDK 1.0
• Ok, ok … there are three versions
• Allows for handling container
1) Office 2007 OOXML
2) ECMA-376
• Open XML SDK 2.0
3) ISO/IEC 29500:2008
4) Office 2010 OOXML
• Allows XML exploration of files for
• Word
• Excel
• PowerPoint
• Allows for document manipulation

82. ODF
• Open Document Format
• Used by OpenOffice.org and
Lotus Symphony
• Open Document 1.0
• ISO/IEC 26300:200
• Open Document 1.1
• Open Document 1.2
• We are using the Simple Java
API for ODF created by IBM
• http://odftoolkit.org/projects/simpl
e/pages/Home

83. Document Generation Demo
• A custom developed C# application
that uses the Open XML SDK 2.0
and the Simple Java API for ODF
created by IBM. We are also using
an opensource PDF toolkit.

84. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

85. Advanced Integration from the web
• Integration with Microsoft Web Technologies
• Integration with IBM Lotus XPages

86. Advanced Integration from the Web
IBM Lotus XPages
• A demo of an IBM Lotus XPages application using the
IBM ODF Toolkit to generate documents

87. Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
• From the Notes Client
• From other applications
• From the Web
• Looking Forward
• Q&A

88. 2011 and Beyond
 We finally have great tools
 VS.NET 2010 and DDE
 Great Changes Coming
• Productivity Tools are moving to the web
▬ Google Docs
▬ Lotus Symphony On-line and LotusLive
▬ Microsoft Office On-line and Microsoft 365
• End User Device Shift
▬ How many of you have tablets today? Next year?
 We have multiple options
 Office, Symphony, OpenOffice.org, Google Docs, iWork, etc.
 Competition will be good for us … if we can deal with all the changes

89. PSC's Effort to Shape the
Integration Market in 2011
• Our goal in 2011 is
• Provide 24/7 education about the integration market
• Education and extend in the Automation space
• Bring new developers to the Document Generation Space
• Continue a leader in ODF and OOXML usage in the Lotus community
• To achieve these goals … We introduce integrationdestination.com
• Launching mid Sept 2011
• We will start with recording videos with every automation demo we
have done … ever (52)
• Every version of Office still supported
• All of the extra stuff
• Far more to come!

90. Resources
 LDD Discussions (Notes.Net)
http://www-130.ibm.com/developerworks/lotus
 OpenOffice.org
http://www.openoffice.org
 OpenOffice Developers Guide
http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html
 Programming OpenOffice with Visual Basic
http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html
 Microsoft Office developer’s Web site
 http://msdn2.microsoft.com/en-us/office/default.aspx
 Microsoft Developer Network
 http://msdn.microsoft.com

91. Resources (cont.)
 Microsoft Office blog listing
http://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
 Slides and content available from
http://www.johndavidhead.com http://www.psclistens.com