Uklug 2009 Lotus Symphony

Lotus Symphony and You
How to stop giving Microsoft
your money!

Before we begin …
• Please turn off/set to vibrate/mute all
Cell Phones
Pagers
Computers
• If they go off and I hear them, they are mine 

Please remember to fill out your evaluations

50 Minutes of John talking about …
• Lotus Symphony
– The Executive Perspective

– The User Perspective

– The Developer Perspective

Who am I?
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

4

PSC Group, LLC
 IBM Premium Business Partner for • Host of the following blogs:
19+ Years • Ed Brill’s
(www.edbrill.com)
 Microsoft Managed Partner • Lotus Design Blog(Mary Beth
Raven)
 Notes & Domino 8.5 Design Partner (www.notesdesign.com)
• LotusStaffNotes (Brent Peters)
 OpenNTF.org Alliance Member, (www.lotusstaffnotes.com)
Steering Committee Company, & Former • Lotus Connections Team
(synch.rono.us)
Host of OpenNTF.org • Lotus Sametime
(www.thesametimeblog.com)
 Winner of 2007 & 2009 Lotus Awards! • Domino Server Team
(www.dominoblog.com)
• Lotus Mashups
(www.mix-and-mash.com)
• Chris Pepin – IBM CTO’s Office
(www.chrispepin.com)

Let’s take a poll
• Who is using …
– Office 97 and earlier
– Office 2000
– Office XP
– Office 2003
– Office 2007
– OpenOffice / StarOffice
– Lotus Symphony
– Other

OpenOffice.org — The History
• StarDivision StarOffice written in the mid 80s
• Bought by Sun Microsystems in 1999, StarOffice released in August
1999
• Source code released October 2000
• OpenOffice.org 1.0 released May 2002, 2.0 in October 2005
• OpenDocument format becomes international standard ISO/IEC
26300 November 2006
• IBM Lotus Workplace Productivity Editors released 2005
– Based on OpenOffice.org 1.1
• OpenOffice.org 2.2 released March 2007
• Notes 8 to include IBM Productivity Tools, based on OpenOffice.org
1.1X
• Lotus Symphony Beta 1 released in October 2007
• Lotus Symphony 1.0 May 2008
• Lotus Symphony 1.3 Spring 2009
• Lotus Notes & Domino 8.5.1 Fall 2009

What is OpenOffice.org?
• Free office suite
• Description from their Web site
– ―OpenOffice.org is a multiplatform and multilingual office suite
and an open-source project. Compatible with all other major
office suites, the product is free to download, use, and
distribute. To help build the community, join us.‖
• Their mission statement
– ―To create, as a community, the leading international office suite
that will run on all major platforms and provide access to all
functionality and data through open-component based APIs
and an XML-based file format.‖

What is OpenOffice.org? (cont.)

• Getting past the marketing message
– OpenOffice.org is an alternative to Microsoft Word,
Excel, and PowerPoint, and it is free
• Provides the following applications:
– Writer — document editor
– Impress — presentation program
– Math — math function creator
– Draw — vector drawing tool
– Calc — spreadsheet
– Base — database

Why Should I Care About OpenOffice.org?
• Only office suite that supports Open Document Format
(ODF) 100%
• A free alternative to Microsoft Office
• Runs on three platforms
– Windows
– Mac
– Linux
• Saves to PDF natively
• OpenOffice.org is the basis of the IBM Lotus Symphony

What is Lotus Symphony?
• IBM branded the Notes 8 Productivity
Tools as Lotus Symphony
• Stand-alone Release
• Beta 1 was released in Oct 07
• IBM is on a 8 week release cycle with
Symphony
• Notes 8.0.1 has Symphony Beta 4
• Notes 8.5 Beta 1 has Symphony 1.0
• Notes 8.5.1 has Symphony 1.3
• Symphony 1.3 stand-alone available

Lotus Symphony Details
• How do they relate to OpenOffice.org?
– They are based on OpenOffice.org 1.1
– IBM has made changes since the code branch
• Do they support ODF?
– Yes, as well as Microsoft Office 97 through 2003
• Do they have an API?
– Yes, an HTML-like document API
– Supported in Eclipse.org development and composite
applications
• What about LotusScript?
– No support for LotusScript or OLE/COM in 8.0.0
– 8.0.1 adds basic OLE/COM support
– 8.5.1 adds LotusScript and Java API

Lotus Symphony – The Executive Perspective
• For the past 10 years, Office has been the
monopoly
• Users are changing the way they work
• Speed and mobility vs feautures
– Lightweight applications
– On-line editing
– Mobile editing


Microsoft Office is cheap!

• This is the #1 misconception in our
industry

• Microsoft is more expensive than Lotus …

• ―Prove It‖

• OK …


The Microsoft Desktop vs. Lotus Collaboration Suite Cost

Note: All MS prices are approximate Open Price License prices in US$


But that isn’t the real cost

• In 2007, Microsoft broke the Core CALS for
many of the servers

• Standard and Enterprise

• Many features now require an Enterprise CAL


Microsoft Exchange Server 2007


Microsoft Office Communication Server 2007


Microsoft Sharepoint Server 2007


Microsoft Office Enterprise 2007


The Microsoft Desktop vs. Lotus Collaboration Suite
with Enterprise CALS



Do you want Support?

• Now we have to add Software Assurance
• Upgrade Assurance
– Did you buy Windows SA in 2003?
– You didn’t get Windows Vista until 2006/07
– You wasted money!


The Microsoft Desktop vs. Lotus Collaboration
Suite with Enterprise CALS and SA



But wait … we have the OS
• You get your Operating System with your
machines
– Windows OEM
– Linux
– Mac OS
• Your numbers are bloated!
• Ok … let’s fix that


The Microsoft Desktop vs. Lotus Collaboration Suite
Cost with Enterprise CALS and SA



What are you really paying?

• These are all Open Licensing or SRP pricing

• You won’t pay those prices

• Even with license agreement savings, you will

pay 50% to 70% more for Microsoft


So what am I paying for?


What about support?
Support Option 1 Support Option 2

Symphony Embedded Version Standalone Symphony Free
–Passport Advantage support Support
–Included with purchase of other products – Web based moderated forum support
• Notes 8, 8.5, & 8.5.1 – Forums monitored by IBM and the
community
• Foundations
–No additional charge – Hints and Tips
– Developer support forum

Support Option 3

Symphony Standalone Fee Based Support Offering
– Passport Advantage support – Passport Advantage or Express Contract required
– $25,000 for up to 20,000 users – Limited to 20 technical contacts
– Worldwide 24x7 Unlimited Incidents


Resources

Project Liberate Executive Briefings
• SW License Optimization Can: • 2 Day on-site briefings
– Understand how to demonstrate the • Covers the Lotus Symphony story
alternatives to Microsoft EA bundle
for
so your customers could reduce
their budget and be able to invest in – Executives
mission critical projects. – Administrators
– Explain Microsoft interdependencies – Developers
strategy and how customers can be
• Includes a Microsoft Office
tied without being able to negotiate.
assessment and strategy white
– Show customers the Real Cost of
Microsoft’s collaboration strategy paper
based on lessons learned from • Contact jhead@psclistens.com for
hundreds of customers
engagements. more info
• liberate@us.ibm.com
• www.ibm.com/software/info/liberate

Lotus Symphony – The User Perspective
• Why would a user want to use something
other than Office?
• Why are they using Google Docs?


Identifying Users

• Casual- Task Users
• Common uses of documents, spreadsheets & presentations
• Mostly viewing and light editing
• Filling out templates (status reports, etc.)
• Use out of box with little to no customization
• Example: Customer service, and other supporting functions
• Start now!


Identifying Users
• Medium – Power Users
• More robust needs for documents, spreadsheets & presentations
• Stronger interoperability requirements as need to collaborate with
Office users
• Example: Sales, marketing,
• Move over time


Identifying Users

• Power & Macro Users
• Heavy Excel users
• Third-party application integration
• Heavy reliance on macros
• Example: Finance department
• Symphony 1.3 added Data Pilots (Pivot Tables)
• Symphony 2.0 will allow VBA macros to be run


Lotus Symphony Features

• Three applications
• Lotus Symphony Documents
• Lotus Symphony Presentations
• Lotus Symphony Spreadsheets

 Robust and complete feature set
• Designed for the majority of end users
• Intuitive interface, easy to learn
• Multiple file formats supported


Lotus Symphony File Formats
Application ISO/IEC ODF Microsoft OpenOffice.or Other
Office g XML Formats
Documents .odt .doc, dot .sxw .rtf
read .docx, .txt
dotx
Spreadsheets .ods .xls, xlt .sxc .csv
read .xlsx, xltx
Presentations .odp .ppt, pot .sxi
Read .pptx,
potx

• Additional supported formats
– Export documents, spreadsheets and presentations to Adobe PDF
– Import Lotus SmartSuite documents, spreadsheets, and presentations


Lotus Symphony Documents
• Create, edit, & share complex word
processing documents

• Robust feature set including:
– Formatting options for text, page,
paragraph
– Headers, footers, footnotes, indexes,
table of contents
– Drawing tools
– Pre-defined document styles
– Pre-defined fields (i.e., dates, page
numbering)


Lotus Symphony Presentations
• Create, edit, and share complex
presentations

• Robust feature set including:
– Pre-defined presentation
templates
– Slide show mode with animations
and page transitions
– Speaker presentation timing and
rehearsal modes
– Speaker notes
– Flexible navigation views – page
by page, text outline, page
thumbnail, and speaker note
views


Lotus Symphony Spreadsheets
• Create, edit, and share complex
spreadsheets

• Robust feature set includes:
– Supports conventional row and column
format for spreadsheets
– Spreadsheet sizes up to 256 columns
and 65,536 rows
– Supports up to 256 sheets per
spreadsheet
– Large library of pre-defined calculation
functions


Lotus Symphony Deployment

• Included with Lotus Notes
– 8.0.0 = Productivity Editors
– 8.0.1 = Lotus Symphony Beta 4
– 8.0.2 = Lotus Symphony 1.0
• Included with Lotus Foundations
• Stand-alone


Can we update the embedded tools ourselves?

• NO

• Not Yet

• Coming soon post 8.5.1

• Symphony 2.0 Beta will install on top of Notes
8.5.1

• Sametime 8.5 should also update the 8.5.1 client

Lotus Symphony – The Developer Perspective
• Symphony has multiple methods for
customization
– UNO API
– Symphony Plug-ins
– Composite Applications
– 8.5.1 Symphony API for LotusScript and Java


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 language
binding exists


Does this work with Lotus Symphony

• All of the demos will be done using Lotus
Symphony
• You will need Notes 8.0.1 or higher
– IBM has exposed the Lotus Symphony objects to the
registry to allow COM to work
• If you want run the demos in 8.0.0, they will
invoke OpenOffice.org
• There is a way to hack 8.0.0 to work, but it is not
supported


What is the ServiceManager?

• ServiceManager is similar to the NotesSession class
• It is a factory class that gets you to other places

Set SM=CreateObject("com.sun.star.ServiceManager")

• Think of the ServiceManager as a back-end class, and
we want the front end (like NotesUIWorkspace)

Set Desktop=SM.createInstance("com.sun.star.frame.Desktop")


What Did That Do?

• Calling the ServiceManager created an OpenOffice.org
window, but we need to do more …


Let’s Start Writer — Word Processing Application
• So far we have an OpenOffice.Org window, but it
doesn’t know what application it will be — we have to
tell it

Dim args()
Set WriterApplication=Desktop.loadComponentFromURL
("private:factory/swriter","_blank",0,args)

• Args is a variant array
– We don’t want to pass any parameters, but it must be an array
• The ―s‖ in ―swriter‖ stands for ―Star‖
• Now we have a word processor up and running


The Picture So Far

• Now we have an application open
• Time to do something!


Let’s Add Some Text
• First, we need to get a handle to the text part of
the document

Set WriterText=WriterApplication.getText()

• Next, we need a cursor position where we can insert
the text

Set Cursor=WriterText.createTextCursor()

• Finally, we can make the traditional greeting

Call WriterText.insertString(Cursor,"Hello World!",False)


Hello World!

• After executing all of that code, this is the result
• Now let’s try it for real


Notes to Writer/Lotus Symphony Documents

Demo — Example 1

“Hello World” from
Notes to Writer/
Lotus Symphony Documents


Let’s Start Calc — Spreadsheet Application
• Calc uses a different URL to define the application

Set CalcApplication =
Desktop.loadComponentFromURL_("private:factory/scalc","_bl
ank",0,args)

• The command above creates the workbook
• Next, we need to get the first sheet

Set Worksheet=CalcApplication.Sheets.getByName("Sheet1")


Let’s Start Calc — Spreadsheet Application (cont.)
• Finally, we access the cell into which we want
to enter text

Set cell=Worksheet.getCellByPosition(3,6)

• We have set the string in a cell, but which cell is
it?


Calc/Lotus Symphony Spreadsheets ―Hello World‖

Demo — Example 2

“Hello World” with
Notes and Calc/
Lotus Symphony
Spreadsheets

Where will the text go?


Notes with Calc — D7!

• Why did the text go into cell D7?
• Didn’t we write to cell (3,6)?


Rows and Columns Are Numbered from Zero

• Just like arrays in Notes, the index starts at 0!


Introduction to Impress

• Impress and Draw are almost the same
application
• Pages contain shapes
• Shapes can contain text
• Text is handled just as it is in Writer


Let’s Start Impress — Presentation Application
• To create the instance of Impress, call its URL

Set ImpressApplication=Desktop.loadComponentFromURL_
("private:factory/simpress","_blank",0,args)

• Next, call the getDrawPages function to create the default
presentation

Set Presentation=ImpressApplication.getDrawPages()

• To get the first slide, use the getByIndex method

Set Slide=Presentation.getByIndex(0)


Let’s Start Impress — Presentation Application (cont.)
• Each layout type has its own number
– To create a title page, enter the following:
Slide.layout=1

• Finally, we need to get the title and handle it
like it’s a Writer text object

Set title=Slide.getbyindex(0)
Set TitleText=title.getText()
Set Cursor=TitleText.createTextCursor()
Call TitleText.insertString(Cursor,"Hello World!",False)


Impress and Notes — The Result


Impress/Lotus Symphony Presentations ―Hello World‖

Demo — Example 3

“Hello World” with
Notes and Impress/
Lotus Symphony
Presentations


Using OpenOffice.org/Lotus Symphony Within Your Applications

• Add value by:
– Writer — printing
– Calc — number crunching and charting
– Impress — presentations
• One of the great value adds you get is PDF
generation
• Instead of ―exporting‖ to ODF, you select PDF


Exporting to PDF
• Creating a PDF from any OpenOffice.org application is
very easy
args1.Name = "URL"
args1.Value = "file:///"+strOutputFN
args2.Name = "FilterName"
args2.Value = "writer_pdf_Export"
Set argsFinal(0)=args1
Set argsFinal(1)=args2
Kill strKillFN
Call objDocument.storeToURL("file:///"+strOutputFN,argsFinal)
• A PDF of the same name as the file will be saved


OpenOffice.org Integration in a Real-World Application

Demo — Example 4

An invoicing
application that uses
OpenOffice.org


Using the Lotus Symphony Toolkit
• Documentation and samples for integrating the Lotus
Symphony with Notes 8 Standard
• Lotus Symphony Developers API 8.0 Windows.exe
• Download this from Lotus Symphony website
• Targeted at people who know:
– Java
– HTML internals
– ODF
• Most of the time you will use this from a Composite
Application (CA)


Productivity Tools Architecture

Lotus Symphony Toolkit
• Developer Guide
– Overview, development environment setup,
development process, API introduction, Sample code
– How to customize Symphony and make use of UNO
API
• Samples
– Customize Symphony menu, toolbar, side shelf
– API usage (Java, UNO)
• API reference
– Javadoc

Lotus Symphony with Eclipse.org Plug-ins
• Enable deploying Eclipse plug-ins to Symphony
• API for accessing Symphony controls and document content
• Enable UI extensions
– Menu (add-ins)
– Toolbar (set of buttons)
– Stack in side shelf
– Another window
• Examples
– AutoRecognizer
– Translator
– Backend integration
– Customized editor


Lotus Symphony Plug-ins

Demo — Example 5

Insert Graphic Demo

More info in the ―IBM Lotus Symphony Developer's Guide.pdf‖ that
comes with the Symphony Toolkit

Notes 8.5.1 and the Symphony API
• Included with Notes 8.5.1 is the new Symphony
API
• Supports LotusScript and Java
• Must run from Notes client – does not work with
Standalone Symphony Application
(applications or plug-ins)
• API is modeled after Notes Object Model
• Symphony Container added to Composite
Applications thru the CA Editor

Symphony Documents LotusScript API

Symphony Spreadsheets LotusScript API

Symphony Presentations LotusScript API

Step 1: Symphony Application
• Create a new SymphonyApplication object
• This is a base level object, much like the
NotesSession
• You will not see anything on screen after setting
this

Dim application As SymphonyApplication
Set application = New SymphonyApplication

Step 2: Symphony Documents
• Initialize the Documents Application
You should see the Symphony Application at this
point

Dim documents As SymphonyDocuments
Set documents = application.Documents

Step 3: Open a New Document
• Create a new document
• You can also create a new document based on a
Template using the second property

Dim document As SymphonyDocument
Set document = documents.AddDocument("",False,True)

• New Document based on a template

Set document = documents.AddDocument("D:FileTypeAssociationtest.ott",True,True)

Step 4: Set the Range
• You can set a range based on a paragraph, table,
or in this case, the entire document contents

Dim range As SymphonyTextRange
Set range = document.content.End

Step 5: Insert Text
• Using the InsertBefore or InsertAfter methods,
you can insert text based on any range or object

Call range.InsertBefore("Hello World")

“Hello World” in Symphony Documents
via LotusScript
Dim application As SymphonyApplication
Dim documents As SymphonyDocuments
Dim document As SymphonyDocument
Dim range As SymphonyTextRange

Set application = New SymphonyApplication
Set documents = application.Documents
Set document = documents.AddDocument("",False,True)
Set range = document.content.End
Call range.InsertBefore("Hello World")


Lotus Symphony API via LotusScript

Demo — Example 6

“Hello World” in
Documents using
LotusScript

More info in the ―Symphony Developer's Guide for Notes.pdf‖ that comes
with the Symphony Toolkit


Lotus Symphony API via LotusScript

Demo — Example 7

Generating a
Document via
LotusScript

More info in the ―Symphony Developer's Guide for Notes.pdf‖ that comes
with the Symphony Toolkit

Possible Future for Developers
• Content model for easy control and
content manipulation
• As editor component in Expeditor
solutions
• Composite application on Symphony
• Need stand alone composite
application editor
• Interoperability with OpenOffice.org
programmability
• UNO API and StarBasic
• Interoperability with MS Office
programmability
• VBA interpreter
• Symphony in a browser
• DOM model for accessing content via
JavaScript


Third-Party Application Support

• Product vs. Custom Development
• Both have their place
• Integra for Notes Symphony
Edition
• Supports Lotus Symphony and
the Notes Productivity Editors
• Requires 8.5.1 www.integra4notes.com
• Lotus Spreadsheets support
today

Lotus Symphony Programmability Summary
Symphony in Notes 8.5.1 Symphony 1.3 Symphony in Expeditor
(future)

Eclipse Plug-in Yes Yes Yes

Composite Yes (in nsf) Yes Yes (via Portal)
Application

Lotuscript Yes No No
Support

Server Domino No Lotus Expeditor Server
Support/Manag Websphere Portal
ed
Local services Editors/Mail/Calendar/... Editors, Web Browser Editors/DB2e/Encryption...

Development Toolkit for Productivity Tools Symphony Toolkit Expeditor Toolkit
Tools Domino Desinger

Support Service Symphony Web Site Service

Skills needed Notes/Java Eclipse, Java, Expeditor/Portal
for developers Expeditor

Lotus Symphony Roadmap
2009 / 10
• Symphony 2.0
• Major rewrite
• Built on top of the OpenOffice 3.X code trunk
• Performance enhancements
• New functions
– Support for Office 2007 file format (write)
– Improved pivot table capabilities
– Macro enablement
• Continued Focus Items
– Usability
– Developer 3rd party application support
– Performance

Wrap Up
• Lotus Symphony will continue to mature
• Notes 8.5.1 includes Symphony 1.3
• We have multiple options
– Office, Symphony, OpenOffice.org, etc.
• The battle is just begun
– ODF vs. Office XML (OOXML)
• Notes 8.5.1 bring us a LotusScript and Java API
• Symphony 2.0 targeted for 1H 2010
• Competition will be good for us … if we can deal with all
the changes

Questions?

John Head
jhead@psclistens.com www.johndavidhead.com
Twitter: johnhead

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