CLI315 Solution Architectures with Microsoft Office Professional Edition 2003: FabriKam and GeneriCo Chris J.T. Auld Managing Director- Kognition Microsoft

CLI315CLI315Solution Architectures with Solution Architectures with Microsoft Office Professional Microsoft Office Professional Edition 2003: FabriKam and Edition 2003: FabriKam and GeneriCoGeneriCo

Chris J.T. AuldChris J.T. AuldManaging Director- Kognition Managing Director- Kognition Microsoft Regional Director & MVPMicrosoft Regional Director & [email protected]@kognition.co.nz

AgendaAgenda

Talk about Microsoft Office Talk about Microsoft Office technologies in the context of technologies in the context of Office solutions!Office solutions!

Solution ScenariosSolution Scenarios

Office technologiesOffice technologies

ExamplesExamples

Solution ScenariosSolution Scenarios

Document CreationDocument Creation

ReportingReporting

Line of BusinessLine of BusinessERPERP

CRMCRM

CustomCustom

You name it!You name it!

Solution Scenarios Solution Scenarios Document creationDocument creation

Client-SideClient-SideUser directed/initiatedUser directed/initiated

Done in the context of the documentDone in the context of the documentContext specific actions/informationContext specific actions/information

Assisted authoring e.g. Fabrikam Project DocumentAssisted authoring e.g. Fabrikam Project Document

Requires flexibilityRequires flexibility

Examples: contracts, financial documentsExamples: contracts, financial documents

Server-SideServer-SideDone in bulkDone in bulk

Must be fast and scalableMust be fast and scalable

Usually template-basedUsually template-based

Examples: reports, etc.Examples: reports, etc.

Solution Scenarios Solution Scenarios Document creation solutionsDocument creation solutions

Client-SideClient-SideISmartDocument ISmartDocument

Microsoft Visual Studio Tools for Microsoft Visual Studio Tools for Office (VSTO) 2003 Office (VSTO) 2003

Server-SideServer-SideWordprocessingML/SpreadsheetMLWordprocessingML/SpreadsheetML

BothBothVSTO 2005 (Data Islands w/o App running)VSTO 2005 (Data Islands w/o App running)

ASPOSE Components (incl Powerpoint)ASPOSE Components (incl Powerpoint)

ActiveDocs (High end document gen)ActiveDocs (High end document gen)

Solution Scenarios Solution Scenarios ReportingReporting

Data browsingData browsingConnect to back-end systemsConnect to back-end systems

Slice & dice dataSlice & dice data

Leads to actionsLeads to actions

Data viewingData viewingServer-generated Server-generated

Rich formattingRich formatting

Can lead to data browsingCan lead to data browsing

Mail MergesMail Merges

Solution Scenarios Solution Scenarios Reporting solutionsReporting solutions

Microsoft Office Excel Microsoft Office Excel XML Import/ExportXML Import/Export

Pivot Tables, etc Pivot Tables, etc

Microsoft Office SharePoint Microsoft Office SharePoint Portal Server Portal Server

BI PortalBI Portal

Microsoft Office WordMicrosoft Office WordWordprocessingMLWordprocessingML

Custom schema support!Custom schema support!

Solution Scenarios Solution Scenarios Line of businessLine of business

Connecting to a single applicationConnecting to a single applicationConnect directly?Connect directly?

Database, Web Service, .NET Remoting, Database, Web Service, .NET Remoting, etc.etc.

Multiple AppsMultiple AppsConnect to each independently Connect to each independently – or– or

Use a Service-Oriented ArchitectureUse a Service-Oriented ArchitectureSingle interfaceSingle interface

Much easier for client developmentMuch easier for client development

Solution ScenariosSolution ScenariosLine of business solutionsLine of business solutions

Share work across multiple Office appsShare work across multiple Office apps

Connect to systems with managed Connect to systems with managed codecode

Web ServicesWeb Services

.NET Remoting.NET Remoting

Enterprise ServicesEnterprise Services

Some office apps interop better than Some office apps interop better than othersothers

Build your own (GeneriCo)Build your own (GeneriCo)

TechnologiesTechnologies

XML (Namespaces, XSLT, XML XML (Namespaces, XSLT, XML Schema, XPath)Schema, XPath)

Managed Code SupportManaged Code Support

Task PaneTask Pane

Collaboration and WorkflowCollaboration and Workflow

PAG Application BlocksPAG Application Blocks

Technologies Technologies XMLXML

Native File FormatNative File FormatDocument generation made easyDocument generation made easy

Using XPath can query the document for dataUsing XPath can query the document for data

Custom Schema SupportCustom Schema SupportDocuments now aware of data Documents now aware of data

XML Import/ExportXML Import/ExportData detached from document!Data detached from document!

Extended Object ModelExtended Object ModelCustom solutions target the data, not Custom solutions target the data, not the documentthe document

Technologies Technologies XML XML –– what it means what it means

Document format doesn’t matterDocument format doesn’t matterLogic not tied to structureLogic not tied to structure

Information not tied to documentInformation not tied to document

Less brittle – automated grannywareLess brittle – automated grannyware

Document format or even type can Document format or even type can change on contextchange on context

Microsoft Office InfoPath for gatheringMicrosoft Office InfoPath for gathering

Word for documentationWord for documentation

Excel for reportingExcel for reporting

Same SchemaSame Schema

TechnologiesTechnologiesManaged codeManaged code

Many new managed code solutionsMany new managed code solutionsWord and ExcelWord and Excel

ISmartDocument, VSTO 2003ISmartDocument, VSTO 2003

VSTO 2005VSTO 2005

InfoPath SP1InfoPath SP1Native & VSTO (limited)Native & VSTO (limited)

OutloookOutloookManaged Com Add-InManaged Com Add-In

VSTO 2005VSTO 2005

PowerpointPowerpointASPOSE PowerpointASPOSE Powerpoint

Always got COM Always got COM Interop…Interop…

TechnologiesTechnologiesTask paneTask pane

Context-specific informationContext-specific information

Can be used to manipulate the documentCan be used to manipulate the documentISmartDocument, VSTO 2005ISmartDocument, VSTO 2005

Show contextual info from other sourcesShow contextual info from other sourcesIBF, Research Services, Smart TagsIBF, Research Services, Smart Tags

Document-specificDocument-specificISmartDocument, VSTO 2003, VSTO 2005ISmartDocument, VSTO 2003, VSTO 2005

App-specificApp-specificIBF (multi-app), Research Services, Smart TagsIBF (multi-app), Research Services, Smart Tags

TechnologiesTechnologiesCollaboration and workflowCollaboration and workflow

Microsoft SharePointMicrosoft SharePoint

BizTalk Server 2004BizTalk Server 2004

Web ServicesWeb Services

SQL Server, SQL XML, SQL Server, SQL XML, SQL Notification ServicesSQL Notification Services

Live Communications ServerLive Communications Server

Etc.Etc.

Come to PDC!Come to PDC!

TechnologiesTechnologiesPAG application blocksPAG application blocks

Remember, we’re coding .NET here!!!Remember, we’re coding .NET here!!!

App blocks apply to us Office devs as well App blocks apply to us Office devs as well

Smart Client Offline Application BlockSmart Client Offline Application BlockSee BlogCast with AriB www.dot.net.nzSee BlogCast with AriB www.dot.net.nz

Updater Application Block*Updater Application Block*

*Many Office solutions have very good updating scenarios all of their *Many Office solutions have very good updating scenarios all of their ownown

ExamplesExamples

Available Now Available Now DVDs swapped for EvalsDVDs swapped for Evals

Examples for partners, customers and Examples for partners, customers and you!you!

FabriKamFabriKam6 Office System Solutions and 6 Office System Solutions and 4 Infrastructure Components4 Infrastructure Components

GeneriCoGeneriCoOffice System Smart Client connected Office System Smart Client connected to SOAto SOA

FabriKamFabriKamIntroductionIntroduction

Solution PlatformSolution Platform

Best Practices, Code SamplesBest Practices, Code Samples

Team, Department, Enterprise Business Team, Department, Enterprise Business ProcessesProcesses

DVD – Code, Documentation, Infrastructure,DVD – Code, Documentation, Infrastructure,and Resourcesand Resources

Delivery FormatDelivery FormatDVD, Fully configured and expandableDVD, Fully configured and expandable

(order from msdn.microsoft.com/fabrikam)(order from msdn.microsoft.com/fabrikam)

Swap for evals at end of session.Swap for evals at end of session.

Documentation on MSDNDocumentation on MSDN

FabriKamFabriKamSolution overviewSolution overview

ComponentsComponents SolutionsSolutionsActive Directory Active Directory IntegrationIntegration

SharePoint Library SharePoint Library AggregatorAggregator

SharePoint Routing SharePoint Routing ServiceService

SQL Server SQL XML SQL Server SQL XML serviceservice

Expense ReportExpense Report

Technical Manual Technical Manual CreationCreation

Project Site ManagerProject Site Manager

Budget PlanningBudget Planning

Status ReportStatus Report

Sales Order Sales Order Capture/ProcessingCapture/Processing

FabriKam Solution DetailsFabriKam Solution DetailsExpense report requirementsExpense report requirements

Stored in databaseStored in database

Tamper resistantTamper resistant

Identity confirmationIdentity confirmation

Automated workflowAutomated workflow

Must not be persisted on client diskMust not be persisted on client disk

FabriKam Solution DetailsFabriKam Solution DetailsExpense report solutionsExpense report solutions

Stored in databaseStored in databaseSQLXML - shreds Form XML on submitSQLXML - shreds Form XML on submit

SQLXML - recreates Form XML on requestSQLXML - recreates Form XML on request

Tamper resistantTamper resistantDigitally sign form on server when it is generatedDigitally sign form on server when it is generated

Identity confirmationIdentity confirmationInfoPath digital signatures and windows security contextInfoPath digital signatures and windows security context

Automated workflowAutomated workflowBizTalk 2004 OrchestrationBizTalk 2004 Orchestration

Must not be persisted on client diskMust not be persisted on client diskDisable saveDisable save

Custom SharePoint Web Part Custom SharePoint Web Part Displays form status in workflowDisplays form status in workflow

Generates new/requested forms using SQLXML AdapterGenerates new/requested forms using SQLXML Adapter

FabriKam Solution DetailsFabriKam Solution DetailsExpense report architectureExpense report architecture

SQLSQL

InfoPathInfoPathFormForm

BTS04BTS04OrchestrationOrchestration

E-mailE-mail(Receipt)(Receipt)

SQLXML SQLXML FPCFPC

SharePoint SharePoint Web PartWeb Part

DemoDemo

Fabrikam Expense ApplicationFabrikam Expense Application

FabriKam Solution DetailsFabriKam Solution DetailsTechnical manual creation requirementsTechnical manual creation requirements

Gather project kickoff informationGather project kickoff informationProject contributors and rolesProject contributors and roles

Document meta-dataDocument meta-dataChapter headings, descriptions, etcChapter headings, descriptions, etc

Launch ProjectLaunch ProjectGenerate SharePoint siteGenerate SharePoint site

Generate initial documentGenerate initial document

Make doc generation easyMake doc generation easy

Provide Routing and WorkflowProvide Routing and Workflow

FabriKam Solution DetailsFabriKam Solution DetailsTechnical manual creation solutionsTechnical manual creation solutions

Gather project kickoff informationGather project kickoff informationSingle InfoPath form walks user through processSingle InfoPath form walks user through process

Launch ProjectLaunch ProjectInfoPath form submits XML to web service whichInfoPath form submits XML to web service which

Generates SharePoint siteGenerates SharePoint site

Adds usersAdds users

Generates WordprocessingML & saves to siteGenerates WordprocessingML & saves to site

Make doc generation easyMake doc generation easyISmartDocument solution aids authors while ISmartDocument solution aids authors while writingwriting

Provide Routing and WorkflowProvide Routing and WorkflowCustom SharePoint Routing Service Custom SharePoint Routing Service

FabriKamFabriKamStatsStats

20k+ lines of managed code solutions20k+ lines of managed code solutions

600 pages of documentation600 pages of documentation

Strong Office managed code storyStrong Office managed code storyWord, Excel, InfoPathWord, Excel, InfoPath

Strong Back Office storyStrong Back Office storySharePoint customizationSharePoint customization

BTS04 OrchestrationsBTS04 Orchestrations

SQL 2k w/SQLXMLSQL 2k w/SQLXML

GeneriCoGeneriCoIntroductionIntroduction

Service Oriented ArchitectureService Oriented Architecture

3rd Party Spec 3rd Party Spec The Middleware CompanyThe Middleware Company

IMHO Not as SOA as it should beIMHO Not as SOA as it should be

Thin ClientThin Client

Mobility ClientMobility Client

Office System Smart ClientOffice System Smart Client

GeneriCoGeneriCoSmart client requirementsSmart client requirements

Must use Office System wherever Must use Office System wherever appropriateappropriate

Must work offlineMust work offline

Must mimic thin-client applicationMust mimic thin-client applicationMain portal windowMain portal window

Expense reportsExpense reports

Employee ReviewsEmployee Reviews

TasksTasks

Product CatalogProduct Catalog

Employee SearchEmployee Search

Must not break thin-clientMust not break thin-client

GeneriCo Smart ClientGeneriCo Smart ClientChallengesChallenges

Share data across appsShare data across apps

Effectively call SOAEffectively call SOATranslate between thin client calls and Translate between thin client calls and smart client callssmart client calls

Offline detectionOffline detection

Data synchronizationData synchronization

GeneriCoGeneriCoSmart client solutionSmart client solution

OfflineOfflineSmart Client Offline Application BlockSmart Client Offline Application Block

Portal sitePortal siteOutlook Managed Code Add-In similar to “Today” PageOutlook Managed Code Add-In similar to “Today” Page

Expense ReportExpense ReportInfoPath – Gather informationInfoPath – Gather informationExcel – Analyze, approve or deny for managersExcel – Analyze, approve or deny for managers

Employee ReviewEmployee ReviewInfoPath – Gather informationInfoPath – Gather informationWord – Final format of reviewWord – Final format of review

TasksTasksOutlook tasksOutlook tasks

Employee SearchEmployee SearchInformation Bridge FrameworkInformation Bridge Framework

GeneriCo Smart ClientGeneriCo Smart ClientService agentService agent

Between Office applications and SOABetween Office applications and SOA

Resources shared across clientResources shared across clientCachingCaching

CommunicationsCommunications

Offline DetectionOffline Detection

Enterprise ServicesEnterprise ServicesDe-coupled logicDe-coupled logic

App PoolApp Pool

EventsEvents

Handles all SOA communicationHandles all SOA communication

GeneriCo OverviewGeneriCo Overview

Service AgentService Agent

Legend

GeneriCo Service AgentGeneriCo Service Agent

Service Agent Service Agent

Client ProxyClient Proxy

Queue ProcessorQueue Processor

ProxyProxyAgentAgentProxyProxyAgentAgent

SOASOA SOASOA


EventsEvents


““server” proxyserver” proxy

Client AppClient App

(VSTO/IPath/etc)(VSTO/IPath/etc)



AgentAgent

Cache ThreadCache Thread

Office AppOffice App

Enterprise Enterprise ServicesServices

App BlocksApp Blocks

ProxyProxy

CacheCache

EntryEntry

GeneriCo Service AgentGeneriCo Service AgentApplication blocksApplication blocks



CacheCache

SOASOA SOASOA

AgentAgent

EntryEntry


ProxyProxy

Legend




ClientClientClientClientClient AppClient App


GeneriCo Service AgentGeneriCo Service AgentEnterprise servicesEnterprise services


EventsEvents


““server” proxyserver” proxyService Agent Service Agent



LegendLegend




ClientClient

GeneriCo Service AgentGeneriCo Service Agent





CacheCache

SOASOA SOASOA


EventsEvents


““server” proxyserver” proxy

ClientClientClient AppClient App




AgentAgent

EntryEntry


ProxyProxy

Legend




ConclusionConclusion

Combine theCombine the power of Office System 2003power of Office System 2003with the with the power of .Net programming topower of .Net programming togenerate generate enterprise class solutions!enterprise class solutions!

There are examples out there to look at!There are examples out there to look at!

More InfoMore Info

http://www.syringe.net.nzhttp://www.syringe.net.nzPresentation files will be up todayPresentation files will be up todayAll links mentioned here will be includedAll links mentioned here will be included

FabriKam DVD order formFabriKam DVD order formhttp://msdn.microsoft.com/fabrikamhttp://msdn.microsoft.com/fabrikam

FabriKam DocumentationFabriKam Documentationhttp://msdn.microsoft.com/library/en-us/fabrikam/html/ODC_OFIntroduction_to_FabriKam3http://msdn.microsoft.com/library/en-us/fabrikam/html/ODC_OFIntroduction_to_FabriKam3

GeneriCo update coming soon!GeneriCo update coming soon!Whitepapers, presentations, sample code, etc.Whitepapers, presentations, sample code, etc.http://www.microsoft.com/windowsserversystem/http://www.microsoft.com/windowsserversystem/overview/benefits/cstrial.mspxoverview/benefits/cstrial.mspx

Other Questions?Other [email protected] [email protected] www.syringe.net.nzwww.syringe.net.nz

http://msdn.microsoft.com/fabrikam

http://msdn.microsoft.com/library/en-us/fabrikam/html/ODC_OFIntroduction_to_FabriKam3

http://www.microsoft.com/windowsserversystem/overview/benefits/cstrial.mspx

http://www.microsoft.com/windowsserversystem/overview/benefits/cstrial.mspx