Olaf Feldkamp

1
Overview for ISVs

• Olaf Feldkamp
• Developer Platform Advisor
• Microsoft Schweiz GmbH
• Olaf.Feldkamp_at_microsoft.com

2
Agenda

• Office "12" Clients
• Managed add-ins
• Office Open XML Formats
• Ribbon extensibility
• Word document controls
• Outlook object model
• Office "12" Servers
• Windows SharePoint Services "3"
• Content Management
• Business Process
• Workflow and Office "12" Forms Services
• Business Intelligence Excel "12" Services

3
Overview client investments
4
Roadmap VSTOVisual Studio Tools for Office

• Add-ins for all Office apps
• Custom Task Pane
• Ribbon
• More designers
• Office Open XML Formats
• Deeper server-side programming
• Developer experience improvements

• Custom ActionsPane
• Host Item Controls
• Cached Data
• Add-ins for Outlook
• Manifest-based deployment
• InfoPath support

• Document-level code-behind
• Brings Office into the managed world
• Strict security model

5
Microsoft Office Open XML Formats

• New file formats for Word, Excel and PowerPoint
• Based on standards (XML and ZIP archive)
• ? 50 - 75 reduction in file size
• Will be the default file formats
• New file type extensions docx, xlsx, pptx
• Macro docs (docm, xlsm, pptm)
• Open, transparent format improves
  interoperability
• Published file format specification with
  royalty-free license
• Transparent, XML format enables new integration
  scenarios for documents and LOB systems

6
Open Office XML Formats Architecture
User view single Office file
Developer view modular file
7
VSTO Support for XML Formats

• VSTO application manifest becomes a part
• Enables easier deployment and redeployment of
  VSTO solutions
• Cached data feature of VSTO will be fully
  supported in new file formats
• VSTOs ServerDocument object able to manipulate
  new file formats without starting Office
• XML Data Store enables separation of presentation
  from the data itself

8
Scenarios for ISVs

• Server-side generation and manipulation of Office
  documents
• Content Tagging
• Add domain-specific metadata to document content
  to enable custom solutions
• Document Interrogation
• Query document repositories based on custom data,
  content types or document metadata
• Document Sanitization
• Remove unwanted content like comments or embedded
  code

9
Extending the Ribbon

• Extending the Ribbon in Word 12, Excel 12,
  PowerPoint 12
• Create the ribbon XML and insert it in the new
  file format
• Use VBA to load your extension
• Create an COM add-in that loads the ribbon XML at
  run-time
• Use VSTO 3 and the designers to create Ribbon
  extensions

10
Document Controls

• Ensure that your structure stays in the document
• Create Document Controls that restrict their
  contents
• Apply structure without defining an XML schema
• Scenario Make the document available from a web
  page
• Program against the controls

11
The consolidated Outlook OM

• Enhancements to existing OM, not a new object
  model
• Fully compatible with existing solutions
• Unification of existing APIs
• Unlike CDO, ExMAPI, ECEs,fully supported for
  managedcode developers
• Add-in has trusted accessto OM ?

12
Possible future Outlook Designer (VSTO 3)
13
Possible future Outlook extension (VSTO 3)
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Agenda

• Office "12" Clients
• Office "12" Servers
• Windows SharePoint Services "3"
• Content Management
• Business Process
• Workflow and Office "12" Forms Services
• Business Intelligence Excel "12" Services

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Overview Office 12 Servers
Next generation e-mail, project management, blog
and wiki support
Server-based spreadsheets plus BI portals built
on SQL Server Analysis Services
Enhanced SharePoint Portal aggregation and
personalization
Server-based forms and workflow with smart client
and browser interfaces
Great relevance with rich search of people and
business data
Integrated document, records and Web content
management
16
WSS "3" as a Solutions Platform
Office 12 Solutions built on WSS 3
Colla-boration
ECM
Portal
Search
Business Processes
BI
Custom ISV App
WSS 3 Core Workspace Services
Storage Metadata Versioning
Security Rights/Roles Pluggable Auth Per
Item Rights Trimming
Mgmt Provisioning Monitoring
Topology Feature Policy Extranet
Site Model Templates Navigation
APIs Fields/Forms OM and SOAP Events Migration
APIs
Operating System
ASP.NET (Web Parts, Personalization, Master
Pages, Provider Model for navigation, security,
etc.)
Database
Search
Workflow

• WSS "3" supplies core workspace services
• Particularly suited for building scalable
  Web-enabled applications
• WSS "3" provides out-of-box collaboration
  solutions
• WSS "3" provides platform for Office servers
  technology

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Web Part Improvements

• Web Parts are now in ASP.NET 2.0
• ? supported in WSS 3
• Full compatibility for WSS 2003 Web Parts
• MyV2WebPart inherits fromMicrosoft.SharePoint.Web
  PartPages.WebPart ? Microsoft.Web.UI.WebControls.W
  ebParts.WebPart
• Pros to SharePoint Web Parts
• Client side scripting connections
• Web Part data caching
• WorkItem infrastructure
• ? Where possible, build on base ASP.NET 2.0 Web
  Part model
• Improved user interface for Web Parts

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Agenda

• Office "12" Clients
• Office "12" Servers
• Windows SharePoint Services "3"
• Content Management
• Business Process
• Workflow and Office "12" Forms Services
• Business Intelligence Excel "12" Services

20
Office 12 Content Management
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Document Management

• Content Organization
• Content Types
• Metadata bound to document contents
• Tracked copies
• Structured editing control
• Major/Minor versioning
• Enforced checkout
• Rich Authoring Experience
• Documents in Outlook (offline)
• Document finalize and inspect

22
Policy and CompliancePolicies

• Out of the box policies (auditing, retention) and
  extensibility
• Expiration An expiration action can kick off a
  workflow
• Auditing Designed to be extended
• Labels/Barcodes Create your own schema, numbers,
  text, or pictures to be attached to any item in
  repository
• ? SharePoint fields ? indexed for search
• IRM Protection
• You can build your own, examples
• Digital signature-based document integrity
• Document Hygiene, convert to fixed format

23
Records ManagementFiling
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E-mail Integration
Record Repository
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Enterprise Content Management

• If you have to store documents, consider using
  existing Office 12 Server technologies and APIs
• Versioning
• Security
• Per item security
• IRM
• Check-in/check-out
• Workflow
• Records Management
• History

26
Agenda

• Office "12" Clients
• Office "12" Servers
• Windows SharePoint Services "3"
• Content Management
• Business Process
• Workflow and Office "12" Forms Services
• Business Intelligence Excel "12" Services

27
Workflow

• Focus on Information Workers
• Windows Workflow Foundation
• Hosted in Windows SharePoint Services
• Associated with List, Doc Lib or Content Type
• Integrated client/server experience
• InfoPath forms in Office and on Server
• Tasks WSS, mail, and Outlook
• Out-of-box capabilities
• Moderation (WSS)
• Review, approval, collect signatures, issue
  tracking, translation, expiration
• Development platform
• Visual Studio plug-in
• SharePoint Designer wizard

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Authoring Scenario Pyramid
LOB integration Industry specific processes
Visual Studio WF SDK
Custom Tracking Apps Document Processes Custom
Form Actions
SharePoint Site Designer Workflow
Professional Developer End User
Routing Approval Tracking Applications List
Moderation Document Expiration
Out-of-the-Box Solutions (with customization)
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Associating a WorkflowOut-of-the-box scenario
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Workflow Forms

• Forms are used for
• Configuring workflows
• Starting workflows
• Completing tasks
• ASPX Forms (Windows SharePoint Services and
  Office 12 servers)
• Server only
• InfoPath Forms (Office 12 servers)
• Server Client

31
Workflow Authoring for Office 12
Visual Studio Workflow Designer (professional
developers)
SharePoint Designer (web designers)
Development Model Visual workflow designer
Development Model Wizard-based workflow designer
Activities Re-use out-of-the box/deployed
activities
Activities Re-use OOB/deployed activities Create
new activities
Forms Autogenerated Forms - ASPX
Forms Design Forms - InfoPath - ASPX
Deployment Solutions package generated Admin
installs
Deployment Workflow authored live against
server Runtime compilation
32
Office Activity ExamplesActivities are the
building blocks workflows

• Task Management
• Create Task
• Complete Task
• On Task Change
• Delete Task
• Canned Tasks
• Review Task
• Approval Task
• Client side scrub task
• Item
• Update Item
• Copy/Delete Item
• On Item Change

• Document
• Send To Official File
• Get Range (XLServer)
• Translate Document
• Web
• Send email
• Create alert
• Validate User Rights
• Request Permissions
• Workflow
• Workflow History Entry
• Audit Entry

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Creating a new WorkflowSharePoint Designer
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Creating a Workflow using VS 2005

• Install SharePoint Workflow project templates
• Requires Office 12 Servers and not just WSS
  "V3"
• Download OfficeServerWorkflowPackageBeta.msi from
  http//beta.microsoft.com

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The Workflow Designer
Activities from Office Server Library
Activities from WF Base Library
36
Office 12 Forms Services

• Next generation InfoPath 12 and Forms Services
• New form templates
• Integration with Office 12 client applications
• InfoPath Forms services support browser as well
  as rich client

Smart Client and Browser
WSS, SQL, ERP, CRM
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Better Forms faster

• Reach more users with better forms
• Cross-browser and cross-platform enabled InfoPath
  forms
• IE 6, Safari, Netscape, Firefox
• Windows, Mac, Linux, Unix
• Mobile devices (HTML compatible browsers)
• Automate data-driven business processes
• Custom Task Panes, Add-Ins
• Forms in Outlook
• Workflow, Archiving, Information Rights
  Management
• Rapidly develop and deploy form solutions
• Client/Server design-once (Design
  Compatibility Checker)
• ActiveX, Windows Form and ASPX control
• Visual Studio Tools for Office

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Example
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Opportunities for ISVs

• Reach more users with InfoPath
• ? Use InfoPath as universal front-end
  (internet/extranet/intranet)
• Host InfoPath
• Web pages
• Windows applications
• Mobile devices
• Built on top of InfoPath
• Add-ins ? Custom task panes
• Workflow components
• Template and data convertors

40
Agenda

• Office "12" Clients
• Office "12" Servers
• Windows SharePoint Services "3"
• Content Management
• Business Process
• Workflow and Office "12" Forms Services
• Business Intelligence Excel "12" Services

41
Excel 12 ServicesCustomer needs and challenges

• Distributing spreadsheets to users leads to many
  versions of the truth
• Using Excel in a BI dashboard scenario impossible
  (in thin solution)
• Incorporating Excel logic into applications often
  requires re-coding
• It is difficult to truly protect the proprietary
  information in spreadsheets
• Excel was designed as a client program
• ? not as robust and scalable on servers

42
Excel 12 Services
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Excel 12 Web AccessFeatures

• Pure HTML rendering with great fidelity
• Support for all chart types but limited visual
  effects fidelity
• Interactivity
• Sort, filter, outlining, drill up, drill down
• Parameters for what-if analysis, calculation
  models, and dashboard filtering
• Named single cells with values in them
• Create snapshots for Excel

44
Excel 12 ServicesLimitations

• Limited extensibility
• No Excel object model
• No code behind - VBA, macro
• No full add-ins - only managed UDFs
• No embedded objects, including images and Office
  Art
• No refresh for query tables, SharePoint lists,
  and XML maps

45
Excel 12 Web ServicesRemote Excel calculations

• Publish a spreadsheet to Office Server
• Add Web Reference to your .NET application ?
• Set values, recalculate
• Bring parts of the databack to the client

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Example
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Excel 12 Web ServicesScenarios for ISVs

• Using server-side Excel logic in applications
• Working with spreadsheets on the server
• Refresh external data and parameterize
• Process generated spreadsheets
• Create, store and deliver snapshots
• Custom UI to server-side Excel calculation

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BenefitsExcel 12 Services

• Providing browser-based access to spreadsheets
• ? Incorporating spreadsheets in portals
• Limiting access to spreadsheets
• Regulatory and audit concerns
• To protect intellectual property
• Eliminating multiple versions of the truth
• Reusing logic business models built in Excel in
  own applications (? no re-coding)
• Leveraging servers to offload long-running
  calculations from desktop machines

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Top Solutions OpportunitiesSummary

• New Office Open XML File Format
• Data interoperability
• File and content manipulation without using
  Office
• Open and royalty-free
• Backward compatibility with Office 2000, XP and
  2003
• New User Interface Extensibility Model
• Ribbon User Interface
• Document or Application-level solutions, Document
  Controls
• Office Servers and Services
• Windows SharePoint Services, Web Parts, Workflow
• Content Management
• Forms Server that offers forms in the browser
• Excel Services server-side calculations