SharePoint and Open XML Using SharePoint as a Data Source for your custom Open XML Documents Presented by Becky Bertram MCSD, MCAD, MCTS

What is Open XML? New format for Microsoft Office 2007 documents that can be opened as a ZIP file. Allows document properties to be stored separately from the information in the document itself. Document contents themselves are stored as XML.

Parts Provide modularity so you can easily swap out portions of the document without affecting the document as a whole. Some “parts” are common across all Office documents; others are unique to a particular application. These XML parts are referenced through “relationship” files (much like a foreign key in a database.)

Office UI Elements Ribbon Tab Add-Ins Tab

Office UI Elements Actions Pane

Scenario A college professor submits an InfoPath Form with information regarding next semester’s course. Someone from the registrar’s office approves the information submitted. The person in charge of creating the course catalog for the semester wants to dynamically generate a Word document based on the information stored in the Form Library.

VSTO Visual Studio Tools for Office Included with Visual Studio 2008 VSTO Developer Center on MSDN: us/vsto/default.aspx us/vsto/default.aspx Office Developer Center on MSDN: us/office/default.aspxhttp://msdn.microsoft.com/en- us/office/default.aspx

SharePoint Web Services Referenced in the IIS Web Application of your SharePoint site, in the _vti_bin folder.

Lists Web Service Used for carrying out actions on lists. Could call Lists.GetListItems() Web Method. Fields are returned using more of the Search Column nomenclature (i.e. ows_ColumnName). us/library/lists.aspx us/library/lists.aspx

List Data Retrieval Web Service Based on Data/Adapter methodology of ADO.NET, Data Controls, etc. Returns columns as XML elements, where each element is the name of the column. us/library/ms aspx us/library/ms aspx us/library/dd aspx us/library/dd aspx

List Data Retrieval Web Service Parameters View Fields: CAML representation of to be returned Query: CAML Query (such as ) QueryOptions: Options such as which record do you want to start with; do you want the results to be returned as elements or attributes; etc.

Things to Keep in Mind Unlike coding SharePoint Features and Solutions that will be deployed right onto a SharePoint server, you’ll need to connect to SharePoint using a Web Service since the user will be access SharePoint from a client machine. Pass in the proper credentials to ensure they’ve got the permissions for the SharePoint resource they’re accessing.

Access and Mail Merge Create an Access project that references SharePoint lists Create a new Word document and start the Mail Merge process with Access as the data source. Reference columns from that SharePoint list in your Word document.