OFC 201 Office 2003 from a Developer’s Perspective Ray Stephenson Smart Client Technical Evangelist

Agenda The evolution of the “Office System” Developer’s perspective: What’s really new (and useful)? Office solutions for the developer

The Office Family Client Software Business Productivity Applications Project Visio FrontPage Professional Home Small Business Business Enterprise

The Office System Client and Services Information Worker Solutions Business Productivity Applications SharePoint Portal Server Project Server Windows Share Point Services InfoPath OneNote Project Visio FrontPage NEW NEW Professional Home Small Business Business Enterprise

Microsoft Office 2003 Key Functional Focus Areas Collaboration Enterprise Integration End-User Services New Category Applications OneNote and InfoPath Ongoing Productivity and Deployment/Maintenance Enhancements Custom Solution Development!

The Developer’s Perspective: Solutions Opportunities Truly a new breed of smarter, better connected, Office custom solutions Overcome prior development barriers Distribution Security Captive data Sophistication perception Attract a new level of developers Professional/Enterprise

Key Technologies in Office 2003 eXtensible Markup Language New in Word 2003, Excel & Access improved over XP The introduction of InfoPath (‘XDocs’) XML Expansion Packs (aka ‘Smart Docs’) User reactive, intelligent documents Self-installing/maintaining Research and Reference Library Smart Tags v2.0 Visual Studio.NET Tools for Office aka ‘Code-Behind’

XML in Office 2003

Connecting People, Processes, Data People Processes Data Bringing XML to the Desktop  Connecting users to data  Intelligent applications  Capture and reuse of information

Data Analysis Tabular, largely numerical data for calculations and analysisTabular, largely numerical data for calculations and analysis Data best presented in a gridData best presented in a grid Content Authoring Large areas of text or mixed contentLarge areas of text or mixed content Flexible layout and formatting with XML markupFlexible layout and formatting with XML markup Reporting & Storing Numerical or textual fieldsNumerical or textual fields Relational tables in databasesRelational tables in databases Information Gathering Highly structured, grouped informationHighly structured, grouped information Form-like with few paragraphs of formatted textForm-like with few paragraphs of formatted text Data Driven Web Sites Flexible presentation of tabular or hierarchical dataFlexible presentation of tabular or hierarchical data Expanded data reachExpanded data reach Integrate across data sourcesIntegrate across data sources Diagramming Business & technical drawings connected to Data, SVG supportBusiness & technical drawings connected to Data, SVG support Supports 3rd party XML DataSupports 3rd party XML Data Access Access FrontPage FrontPageInfoPathWord Excel Visio XML in the big picture The Office 2003 XML Platform

Customer-defined XML Schemas Allows companies to work with data in a format that makes sense to them Visually map schema elements to document/spreadsheet Deliver just the data represented by the schema through save, export, submit to Web service Apply XSLT with data in/out Users do not have to know XML Fully supports the W3C XSD standard

XML in Office 2003 demo demo OFC291Microsoft Word XML (part 1 of 3): Introduction to XML in Microsoft Word 2003 Tue 10:30-12:15 OFC303Microsoft Word XML (part 2 of 3): The Power of Documents Structured with Customer-Defined Schemas Tue 15:15-16:30 OFC302Building Smart Document Solutions in Microsoft Word and Excel Wed 08:30-09:45 OFC308Microsoft Word XML (part 3 of 3): The Word XML Schema, and Bringing Everything Together Thu 08:30-09:45 OFC304Microsoft Excel 2003 Overview: XML SupportThu 16:45-18:00 OFC305Advanced Microsoft XML Programming in Excel 2003Fri 10:00-11:15

“Smart Docs” XML Expansion Packs

Smart(er) Document Solutions Better Document-based Solutions Create smarter, intelligent solutions Reacts to the way user works Programmable Task Pane Offer contextual controls & content Customizable interface with Smart Document API using VB6 or VS.NET Tightly integrated with Office 2003 XML Simplified Deployment & Update Mechanism Highly secure, document-based deployment Centralized and self-maintaining

Building Smart Documents 1. Author template content in Word or Excel 2. Attach XML schema and mark-up document 3. Smart Document solution coding Implement ISmartDocument interface a la COM add-in (.dll) Based on Smart Tag 4. Create a Manifest - just XML file Manifest.XSD Include solution files beyond solution code XSLT & XSD Help Text (XHTML) Document Fragments (WordML) Graphics, Images Managed code assemblies 5. Add pointer to the Manifest in document properties 6. Distribute document via , SharePoint, etc.

Smart Documents demo demo OFC302Building Smart Document Solutions in Microsoft Word and Excel Wed 08:30-09:45 OFC307Microsoft Office 2003: Solution Case StudiesFri 08:30-09:45

Smart Tags v2.0

Smart Tags for Office 2003 (v2) Appear in more Office places: Now in Access & PowerPoint People’s names in Outlook, Task Panes, SharePoint Research Task Pane across Office Recognition in IE with tool from SDK Innovations: Auto firing actions (modifying document on recognition) Cascading menus Action name callback for dynamic menus No “Schedule a meeting” for dates in past “Convert to feet” not “Convert to English units” Pattern matching without writing code Smart tags for XML New types (Expiring, Unsaveable, Fragile) Tokenization Huge benefit for Asian languages

Research and Reference Library

Allows users to search relevant information sources while working with the context of Office applications Integrated task pane found across Office suite Word, Excel, PowerPoint, Outlook, Publisher, OneNote, Visio, and Internet Explorer Out of the ‘box’ services Dictionary, Thesaurus, Translation, Encyclopedia, Web Search, Stock Quotes, etc. Factiva, eLibrary, Gale, MSN, WorldLingo

Research and Reference Library …continued Extensible platform allows additional services opportunities Open standard architecture via XML Web services allows content providers to build and host their own offerings Support for rich content, forms and actions No client code required! Complex actions available via Smart Tag technology Supports and cookies User or corporate governance for install Unlimited scenarios span both internal IT and 3 rd party providers CRM, ePM, ERP, HR, custom search, doc mgmt… Data providers, product manufacturers, retailers…

Research and Reference Library demo demo OFC307Microsoft Office 2003: Solution Case StudiesFri 08:30-09:45 OFC322Building Office Research Web Services: Exposing Corporate Data Through Office Fri 16:00-17:15

InfoPath aka “XDocs”

Introducing InfoPath New Office family application for gathering information Mission: To enable knowledge workers to easily gather and re-use information as part of a business process Makes working with forms easier, more flexible Rich-text editing, spell check, AutoComplete Flexible, dynamic authoring environment Offline & support Streamlines data gathering processes Data validation Reusability through multiple views and merging forms Efficient/economical solution for custom data gathering WYSIWYG forms design and samples Web model for form deployment Works across business processes using open standards Built natively on top of XML Naturally supports XML Web services

InfoPath OFC202Introduction to Microsoft Office 2003 InfoPathTue 18:15-19:30 OFC311Developing Microsoft InfoPath Solutions (Part 1)Wed 11:45-13:00 EBZ327Implementing Business Process Integration with Microsoft Office InfoPath 2003 and Microsoft BizTalk Server 2004 Wed 11:45-13:00 OFC312Developing Microsoft InfoPath Solutions (Part 2)Thu 18:15-19:30 OFC307Microsoft Office 2003: Solution Case StudiesFri 08:30-09:45

Visual Studio Tools for Office

“Visual Studio Tools for Office” Extends.NET development to Office VS.NET productivity/power melds with Office- based solutions Powerful access to data and XML Write code using Visual Studio.NET 2003 to run behind Office 2003 documents Code can run in Word and Excel Language Choice Support in Visual Basic.Net and Visual C#

“Visual Studio Tools for Office”

How can you use Office? New Solution Opportunities Integrate Office documents & apps with processes and data sources XML enhancements & XML Web Services support Better document-based solutions that require less IT involvement with Smart Documents Form-based information collection and gathering with Microsoft InfoPath Provide users with actionable data where they work with Smart Tags and Research Library Create collaborative solutions with SharePoint Technologies leveraging Lists and Web Parts

How? So many choices… Managed code and/or COM Smart documents and VS Tools for Office and/or VBA Web Services vs. Web queries vs. ADO vs. … Reporting with Access, Excel, Word, InfoPath, Web Parts, etc. Data collection via documents, forms, from almost any Office app

Next Steps Get the beta and start building today!

Hands on Labs OFC-HOL 01 – 11 Located between Session Rooms 6 & 10

VARs and Partners: Help us understand your business If you are a Value Added Reseller working with small business, we need your help! Survey available on TechEd web site Go to Resources page and click on ‘Focus Groups’ Link to online survey Less than 15 minutes to complete Thank you for your time!

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

Suggested Reading And Resources The tools you need to put technology to work! TITLE Available Microsoft® Office 2003 Resource Kit: /24/03 Microsoft Press books are 20% off at the TechEd Bookstore Also buy any TWO Microsoft Press books and get a FREE T-Shirt

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