OFC 322 Building Office Research Web Services: Exposing Corporate Data Through Office Brian Jones Program Manager Authoring Services Martin Sawicki Lead Program Manager Authoring Services

Agenda What is the Research Library? Demo: Built in services Demo: Custom services Demo: Powerful Interaction Service Deployment

Overview Task Pane that integrates search tasks into Office Supports display of contents, forms, pushing data into the app Widely supported: Word, Excel, PPT, Outlook, Publisher, OneNote, Visio, IE Third party extensibility Corporate: technical spec database Information providers: legal case database

demo demo Built in Research Library Brian Jones Program Manager Authoring & Collaboration Svcs.

demo demo Custom Research Library Brian Jones Program Manager Authoring & Collaboration Svcs.

Web Server Registration Request Registration Response Query Request Query Response Web Service Calls Registration and Query

demo demo Creating Powerful Research Sevices Brian Jones Program Manager Authoring & Collaboration Svcs.

Research Components I Buy Spy Query I Buy Spy Response (Smart Tag) I Buy Spy Response (Advanced Product Search)

Deployment Deployment Martin Sawicki Lead Program Manager Authoring & Collaboration Svcs.

Provider Key Concepts Service/Source collection of research data displayed in the Research and Reference task pane. Provider source of research and reference content typically accessed via an external URL or internal server address. A provider may offer one or more research sources. Service

Major Deployment Scenarios Internet/Public service Free For pay Intranet/Corporate service Locally on a user’s computer

Service Deployment Methods Manual registration Automatic discovery Desktop rollout

Deployment: Manual Registration User Interface User types in the URL; No admin action needed. Service’s online registration interface is used

Deployment: Manual Registration Service Registration Interface Necessary for initial handshake between Office app and the provider SOAP based 2-way communication Client sends Registration Request Provider returns Registration Response 1. list of services 2. user makes a choice 3. service registered (in registry) 4. may be on or off

Registration Function C#: [WebMethod] Public String Registration(String xml) VB.NET: Public Function Registration(xml As String) As String The XML string argument conforms to the RegistrationRequest schema The XML string returned must conform to the RegistrationResponse schema

Registration Request Sample en-us US

Registration Response Sample SUCCESS This is a sample research library. {9FF837AF-34D6-4a94-BB52-B0F19F3A343A} Sample Research library SOAP {CD D AE38-0D6553CA4004} Sample service Sample description On RESEARCH_GENERAL

Registration Response Optional Information Other info you can specify about your services at registration: License agreement Terms of Use Options webpage URL Copyright info

Deployment: Manual Registration Limitations How does the user know there is a new Research Library service in the first place? Need to type in a URL – not friendly Solution: Automatic discovery services

Deployment: Discovery Services Online directories of available services To add a service: update your online directory the new service will be discovered by Office automatically Discovery services registered in registry up to 5 different discovery services HKEY_LOCAL_MACHINE\Software\Microsoft\Office\11.0\Common\Research \Discovery "DiscoveryPath1"= "DiscoveryPath2"= … "DiscoveryPath5"=

Discovery Function C#: [WebMethod] Public String Discovery(String xml) VB.NET: Public Function Discovery(xml As String) As String The XML string argument conforms to RegistrationRequest schema The XML string returned must conform to the Discovery schema

Deployment: Discovery Service Response {80B86BFF-5A43-4ACB-B CCFD99999} SERVICE 1 NAME TO SERVICE 1 SERVICE 1 DESCRIPTION {80B86BFF-5A43-4ACB-B CCFD99999} SERVICE 2 NAME TO SERVICE 2 SERVICE 2 DESCRIPTION

Deployment: Discovery Service User Notification Admin chooses what to do when new service is discovered: Automatic install – no user opt-in Advertise – user notified and given the option to register

Deployment: Discovery Service Public/Internet Services “Market place” website: Microsoft’s global discovery service Microsoft’s services 3 rd party services Approval process (Free) Categorized listings

Deployment: Desktop Rollout You can pre-register services when deploying Office No user intervention needed Discovery can be disabled (regkey) Manual registration can be disabled (regkey) Registry entries in the desktop image: HKEY_CURRENT_USER\Software\Microsoft\Office\11.0 \Common\Research\Sources\

Deployment: Desktop Rollout “Out of the Box” Services Examples of services registered by default during Office installation: Thesaurus MSN® Search Microsoft Encarta® Encyclopedia a number of third party services

Deployment Methods and Scenarios Method: Scenario: Internet (MarketPlace) Intranet Localhost Manual Discovery Rollout (Registry)

Security No special considerations – only data is transmitted Service can require Windows Authentication Cookie support Can read cookies written by the browser Can write cookies that are recognized by the browser Shares persistent cookies with Internet Explorer Supports session and persistent cookies HTTPS supported

Resources Research library SDK in beta 2 kit MSDN online (msdn.microsoft.com/office) ‘Build Your Own Research Library with Office 2003 and the Google Web Service API” – By Chris Kunicki “Customizing the Microsoft Office 2003 Research Task Pane” – by Jan Fransen

Questions… Questions…

evaluations evaluations

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

© 2003 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.