JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony

http://www.tomjames.com/US/media/in_the_media.asp?set=CC
JMP106 “Kum Bah Yah” Meets “Lets Kick
Butt” : The Integration of IBM Lotus Notes and
Domino with Microsoft Office, .NET, and IBM
Lotus Symphony
John Head & Alex Kassabov
PSC Group, LLC

Before we begin

 Please turn off/set to vibrate/mute all
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Please remember to fill out your
evaluations

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

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, MWLUG, IamLUG, & TriStateLUG 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/johnhead

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 twitter/akassabov

PSC Group, LLC
● IBM Premium Business Partner for 19+
Years Host of the following blogs:
● Microsoft Managed Partner  Ed Brill’s
● Notes & Domino 8.5.X Design Partner (www.edbrill.com)
● OpenNTF.org Alliance Member, Steering  Lotus Design Blog(Mary Beth Raven)
Committee Company, & Former Host of (www.notesdesign.com)
OpenNTF.org  LotusStaffNotes (Brent Peters)
(www.lotusstaffnotes.com)
● Sponsor of IamLUG and MWLUG in 2009
 Lotus Connections Team
● Winner of 2007 & 2009 Lotus Award!
(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 Over
●
W e have rebuilt this presentation from the ground up
▬
Reorganized
▬
All New Demos
▬
Take Advantage of the modern software versions
▬
Notes 8.5.X
▬
Office 2007
▬
Symphony 1.3
▬
.NET 3.5
▬
Visual Studio 2008
●
Much 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 Databases
Presentation example database
 Contains all of the “Getting Started” Demos
 W orks 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 8.5.1 Contacts Template
 Version on server for web and web services demos

 Let’s take a little poll …Who is using …
Office 97 and earlier
Office 2000
Office XP
Office 2003
Office 2007
Office 2010
OpenOff
ice / StarOffice
Lotus Symphony
iWork
Other

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 2.0

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
Visual Studio.NET 2008 and VSTO 3.0
Code begins to move from inside a document to complete
applications

“Getting Started” Demos
●
Each demo is the equivalent of a “Hello W orld” 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 Spreadsheets (LS API)
● Excel ● Symphony Presentations (LS API)
● PPT ● Symphony Documents (Java API)
● Project ● Symphony Spreadsheets (Java API)
● Symphony Documents (UNO) ● Symphony Presentations (Java API)
● Symphony Spreadsheets (UNO) ● VBA
● Symphony Presentations (UNO) ● VB.NET
● Symphony Documents (LS API) ● C#

Getting Started – Microsoft Word
● “Getting Started”

demo #1
● Demonstrates how

to use LotusScript to
have Notes
automate Microsoft
Word

Getting Started – Microsoft Excel

demo #2

have Notes
automate Microsoft
Excel

Getting Started – Microsoft PowerPoint

demo #3

have Notes
automate Microsoft
PowerPoint

Getting Started – Microsoft Project

demo #4

have Notes
automate Microsoft
Project

Getting Started –
Symphony Documents UNO

demo #5

have Notes
automate Lotus
Symphony
Documents via UNO

Getting Started –
Symphony Spreadsheets UNO

demo #6

have Notes
automate Lotus
Symphony
Spreadsheets via
UNO

Getting Started –
Symphony Presentations UNO

demo #7

have Notes
automate Lotus
Symphony
Presentations via
UNO

Getting Started –
Symphony Documents LotusScript

demo #8

have Notes
automate Lotus
Symphony
Documents via the
new LS API

Getting Started –
Symphony Spreadsheets LotusScript

demo #9

have Notes
automate Lotus
Symphony
Spreadsheets via
the new LS API

Getting Started –
Symphony Presentations LotusScript

demo #10

have Notes
automate Lotus
Symphony
Presentations via
the new LS API

Getting Started –
Symphony Documents Java

demo #11

to use Java to have
Notes automate
Lotus Symphony
Documents via the
new Java API

Getting Started –
Symphony Spreadsheets Java

demo #12

to use Java to have
Notes automate
Lotus Symphony
Srpeadsheets via
the new Java API

Getting Started –
Symphony Presentations Java

demo #13

to use Java to have
Notes automate
Lotus Symphony
Presentstions via
the new Java API

Getting Started – VBA
● “Getting Started” demo #14

● Demonstrates how to use Visual Basic for

Applications (from within Microsoft Word) to
access Lotus Notes

Getting Started – VB.NET

● Demonstrates how to use Visual Basic .net

(from within Visual Studio.net 2008) to
access Lotus Notes

Getting Started – C#

● Demonstrates how to use C# (from within

Visual Studio.net 2008) to access Lotus
Notes

Advanced integration from the Notes Client
From your Contacts application:
●
Create Letter
●
Create Envelope
●
Mass Mail Merge
●
Export
●
Create Presentation
●
Save to Google Documents

This requires that you replace the design of your Contacts application
with the OpenNTF.org Contacts Experience template

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

Create Letter – Symphony Documents
create a new letter for
Lotus Symphony
Documents.

Create Envelope– Microsoft Word
create a new envelope
for the selected contact
in Microsoft Word.

Create Emvelope – Symphony Documents
create a new envelpoe
for the selected contact
in Lotus Symphony
Documents.

Mass Mail Merge– Microsoft Word
create a mass mail
merge for the selected
contacts in Microsoft
Word.

Mass Mail Merge – Symphony Documents
create a mass mail
merge for the selected
contacts in Lotus
Symphony Documents.

Export – Microsoft Excel
export selected fields for
the selected contacts in
Microsoft Excel.

Export – Symphony Spreadsheets
export selected fields for
the selected contacts in
Microsoft Excel.

Create Presentation – Microsoft PowerPoint
create a presentation for
Microsoft PowerPoint.

Create Presentation – Symphony Presentations
create a presentation for
Microsoft PowerPoint.

Advanced Integration from the Notes Client
Save to Google Docs
●
Using Java and the Google Docs API, save documents
directly from a Notes application, or Lotus Symphony, to
Google Applications / Documents.

Advanced Integration from other applications
●
Mail Merge
●
Easy Spreadsheets using Notes Data
●
Automate Data
●
Select Resource
●
Default VSTO Project
●
Insert Image
●
Insert Slide
●
Notes Explorer

Advanced Integration from other Applications
Mail Merge
● Perform a mail merge
from within Microsoft
Word
●
Access Contacts directly
from the Mail Merge
Data Panel

Easy Spreadsheets using Notes Data
● Create spreadsheets
that import Contact data
●
Auto Refresh
● Generate Charts
● Get data via a web
service

Automate Data
● Build a spreadsheet in
Microsoft Excel that
pulls data from a web
service in the Contacts
application

Default VSTO Project
●
Use a default VSTO project to begin integrating Microsoft
Office applications with Lotus Notes data via the sidebar,
Fluent UX, and templates

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.

Insert Image – Symphony Documents
● Using a custom
Symphony Plug-in, add
an Insert Image menu
item and sidebar that
repository.

Insert Slide – Microsoft PowerPoint
● Using a custom VSTO
solution, add an Insert
Image Ribbon, menu
item, and sidebar that
repository.

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 the web
●
Accessing Contacts data in ASP.NET via COM
●
Accessing Contacts data in ASP.NET via W eb Services
●
Accessing Contacts data in ASP.NET using the Grid Control
●
Accessing Contacts data in XPAGES
●
XPAGES Integration

Advanced Integration from the Web
Accessing Contacts data in ASP.NET via COM
●
Using the Contacts application as our data source, display
data in an ASP.NET page using COM

Accessing Contacts data in ASP.NET via Web Services
●
data in an ASP.NET page using the web service

Accessing Contacts data in ASP.NET using the Grid Control
●
data in an ASP.NET page using the included Grid Control.
This will also use the web service to access the data.

Accessing Contacts data in XPAGES
●
data in an XPAGES application

XPAGES Integration
●
data in an XPAGES application and create a Letter in
Symphony Documents.

2010 and Beyond
 We finally have great tools
 VS.NET 2008 and DDE

 Great Tools Coming
• Visual Studio 2010 with VSTO 4
• Office 2010
• Backstage
• SymphonyNext (2.0)
• Beta in early 2010
• New/Updated APIs for Notes Data
• REST
• DXL

 We have multiple options
 Office, Symphony, OpenOffice.org, Google Docs, etc.

 Competition will be good for us … if we can deal with all the changes

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 upcoming ODF Toolkit from IBM for Symphony
▬
Numerous PDF APIs and Toolkits for both .NET and Java
●
Can generate server side in a fraction of the time
●
Here is a demo of what we are doing with Document Generation …

Don’t want to do the Integration Yourself?
●
Many third party solutions out there for you to use
●
Integra4Notes
▬
Reporting and Document Generation for Microsoft Office and Lotus Symphony
●
Mainsoft Sharepoint Integrator
▬
Access Sharepoint from within Lotus Notes, just like the Lotus Connectors for Lotus Quickr

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

Want to learn more about Lotus Symphony
Development?
●
BP214 : IBM Lotus Symphony: Finally, a Developer’s Friend
●
W ednesday, Jan 20th
●
3 PM
●
Swan 7 - 10

Planet Lotus (www.planetlotus.org) is an aggregation of Lotus related blogs and news

IdeaJam (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 source

IBM’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 Sametime

Lotus 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 groups

The Lotus Community Podcasts

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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony

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JMP106 “Kum Bah Yah” Meets “Lets Kick Butt” : The Integration of IBM Lotus Notes and Domino with Microsoft Office, .NET, and IBM Lotus Symphony