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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
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
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
F O U N D E D   I N   1 9 9 0
Our               Our
People               Clients




            Our
         Solutions
                       PSC
                     Ecosystem
People




  Clients


                       Direction




Prospects   Delivery
• Integration           • Mobile Enablement
• Workflow              • Custom Applications
• Rules Engines         • Dashboards
• Collaboration         • Process Improvement
• SOA                   • Agile/Sustainable
• Portals/Websites        Architectures


                     Our Partners
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 …
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
Poll Results: PSC Sessions in 2010
Poll Results: WorldWide 2011
Let's Review how we got to 2011
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!!!!
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 in Lotus Symphony
     Visual Studio.NET 2010 and VSTO 4.0
     Code begins to move from inside a document to complete applications
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
“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
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#
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
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
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
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
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
Advanced Integration from other applications
• Insert Image
• Insert Slide
• Notes Explorer
• Document Automation vs. Generation
   – OOXML
   – ODF
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.
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.
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
OOXML
•   Default format of Office 2007 and Office   •   ZIP container of text, images, etc.
    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
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
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.
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
Advanced Integration from the web
• Integration with Microsoft Web Technologies
  – Integration with IBM Lotus XPages
Advanced Integration from the Web
              IBM Lotus XPages
• A demo of an IBM Lotus XPages application using
  the IBM ODF Toolkit to generate documents
Agenda
• Introductions
• “Getting Started” with Integration
• Advanced Integration
   – From the Notes Client
   – From other applications
   – From the Web
• Looking Forward
• Q&A
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
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!
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
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
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MWLUG 2011: The Never Ending Integration Story

  • 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
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  • 23. Poll Results: PSC Sessions in 2010
  • 25. Let's Review how we got to 2011
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  • 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. 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
  • 44. Agenda • Introductions • “Getting Started” with Integration • Advanced Integration – From the Notes Client – From other applications – From the Web • Looking Forward • Q&A
  • 45. 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
  • 46. 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
  • 47. Agenda • Introductions • “Getting Started” with Integration • Advanced Integration – From the Notes Client – From other applications – From the Web • Looking Forward • Q&A
  • 48. Advanced Integration from other applications • Insert Image • Insert Slide • Notes Explorer • Document Automation vs. Generation – OOXML – ODF
  • 49. 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.
  • 50. 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.
  • 51. 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
  • 52. OOXML • Default format of Office 2007 and Office • ZIP container of text, images, etc. 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
  • 53. 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
  • 54. 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.
  • 55. Agenda • Introductions • “Getting Started” with Integration • Advanced Integration – From the Notes Client – From other applications – From the Web • Looking Forward • Q&A
  • 56. Advanced Integration from the web • Integration with Microsoft Web Technologies – Integration with IBM Lotus XPages
  • 57. Advanced Integration from the Web IBM Lotus XPages • A demo of an IBM Lotus XPages application using the IBM ODF Toolkit to generate documents
  • 58. Agenda • Introductions • “Getting Started” with Integration • Advanced Integration – From the Notes Client – From other applications – From the Web • Looking Forward • Q&A
  • 59. 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
  • 60. 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!
  • 61. 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
  • 62. 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