The Ultimate Web Service Client: Making the Most of Your SOA Investment Mike Pelton Developer & Platform Group Microsoft Ltd

Smart clients are easily deployed and managed client applications that provide an adaptive and interactive experience by leveraging local resources and intelligently connecting to distributed data sources. Web Services & Offline/Online support Device Adaptability Tough to Deploy Heavy Footprint DLL Hell Network Dependency Poor User Experience Rich UI Complex To Develop Rich User Experience Developer Productivity Responsive Broad Reach Easy Change Management Ease of Deployment

Offline Capable Device Flexibility Maximise Local Resources Smart Client Characteristics Intelligent Deployment & Update Connected - Web Services / SOA

Microsoft Smart Client Platforms Mobile Field Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Office System 2003Windows Mobile Windows Forms Version 1.1 Version 2.0 CurrentGeneration NextGeneration Version 1.0 Version 1.1 “Whidbey” Integrating Office XML with Enterprise Data E-Government Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Mobile Field Web site Smart Client Experiences

Mobile Field Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Windows Forms Version 1.1 Version 2.0 CurrentGeneration NextGeneration “Whidbey” Radically simplified application deployment ClickOnce deployment, update, rollback Visually Appealing UI New Data Controls Office Look and Feel Developer productivity Simplify working with data Fewer lines of code Few clicks.NET Framework distribution 120 million deployments Preinstalled on 60% of new machines and growing Included on SP2 CD Consumer 55% installed by end of ’04 75% installed by end of ’05 Enterprise 50% installed by end of ’04 68% installed by end of ‘05 Office System 2003Windows Mobile Version 1.0 Version 2.0 Integrating Office XML with Enterprise Data E-Government Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Mobile Field Web site Smart Client Experiences Microsoft Smart Client Platforms

Office System 2003 Version 1.0 Version 2.0 Integrating Office XML with Enterprise Data E-Government Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Connect live business data to your documents & access them off-line Increase velocity and accuracy of decision making Increase worker productivity Reduce error caused by data re-entry & copy/paste Leverage existing Office experience of end users Reach 400+ million practised Office users Eliminate training and ramp up time on new applications Reduce new application burn-in errors Leverage rich and robust Office functionality High developer productivity = reduced time to develop Greatly improved maintainability & deployment options Optimize use of PC & central resources Mobile Field Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Windows Forms Version 1.1 Version 2.0 CurrentGeneration NextGeneration “Whidbey” Windows Mobile Mobile Field Web site Smart Client Experiences Microsoft Smart Client Platforms

Office System 2003 Version 1.0 Version 2.0 Integrating Office XML with Enterprise Data E-Government Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Mobile Field Smart Client Front-end to Enterprise LOB Systems Web site Smart Client Experiences Windows Forms Version 1.1 Version 2.0 CurrentGeneration NextGeneration “Whidbey” Windows Mobile Mobile Field Instant access to data anywhere, anytime Form factor and instant-on more appropriate for most field work Access existing Web services in SOAs Leverage.NET development skills and code on devices with.NET Compact Framework Web site Smart Client Experiences Microsoft Smart Client Platforms

Online/Offline Capabilities Today Smart Client Offline Block on MSDN Smart Client Offline Block on MSDN Architectural model for adding offline capabilities to a smart client Code, Docs, Sample applications, Test cases.NET Framework 1.1, Windows XP Next Year -.NET Framework 2.0 NetworkInterface, NetworkChange Year After Network Location AwarenessNetwork Location Awareness Service in LH Network Location Awareness

Smart Client Offline Block Approaches we can take Service-centricData-centric

Data-Centric Approach Client maintains local database MSDE SQL Server (CE) Replicates data from the store Copies data and updates whilst online Locally stores updates whilst offline Take advantage of pre-built solutions Client DB & server DB tightly coupled by data representation

Data-Centric Approach Robust data conflict detection at column and row level Data validation and constraints. Merge-replication is a two-tier architecture Constraints in terms of manageability and maintainability. Local data store May not be suitable for “small” devices Change tracking code is in the RDBMS No need to write additional code for: Change tracking Conflict detection and resolution

The Caching Application Block Client or Service Agent requests cached data If the data exists in the cache it’s returned If not, dispatch a Service Agent to obtain the data The CacheManager adds metadata to cached data The framework can monitor the data's relevance last accessed, how old it is.... The metadata can define conditions for expiry Data can be cached in several formats Database Memory-mapped file Singleton object Caching Block includes example classes for: CachingScavengingExpiration Data protection

Service-Centric Approach Client interacts with services through requests Decoupled client Offline logic is built into the client Client/Service data representations can vary Custom conflict resolution and change tracking

Offline Block Architecture ServiceAgent Creates requests Persists to queue Notifies app Executor Executes requests Notifies Agent ServiceRequest Encapsulated request details Application Executor Service Agent Service Service Request Queue

Challenges of going offline Detecting the network state Replicating data cleanly Securing the local data store Where does business logic reside? Keeping the UI responsive

Detecting the network automatically Service Agent Conn State Ref Data Message Data

Connection detection What just happened? UI Layer (view) Connection Manager (model)ControllerConnectionDetectionStrategy Creates Registers for notificationfrom Utilizes DeterminesPhysicalConnectionPresence StateChanged:GoingOffline Service Agent Conn State Ref Data Message Data

Detailed View Application Service Agent Application Online Proxy Connection Manager Service Agent Manager Service Agent Data Loader Manager Queue Manager Executor Reference Data Cache Cache Block Connection Detection Strategy Queue Storage Detects the current state of the physical connection Manages connection state Fires an event when connection state change occurs Has public methods to change the online/offline state

Detailed View Application Service Agent Application Online Proxy Connection Manager Service Agent Manager Service Agent Data Loader Manager Queue Manager Executor Reference Data Cache Cache Block Connection Detection Strategy Queue Storage Provides the base class implemented by all application-supplied Service Agents. Base class is responsible for registering the service agent with the service agent registry. Returns the results back to the appropriate Service Agents after processing Allows the application to request reference data to be downloaded Facade for the Queue Storage Providers: Methods for queuing and dequeuing messages. Provides: Ability to queue messages Channel for getting results back to the application

Detailed View Application Service Agent Application Online Proxy Connection Manager Service Agent Manager Service Agent Data Loader Manager Queue Manager Executor Reference Data Cache Cache Block Connection Detection Strategy Queue Storage When online: Takes messages off the queue Calls the Online Proxy to send them to the remote service. Sends responses from the remote service back to the application. Provides the data store message data operations

Replicating Data Reference Data Usually read-only Needed to complete a workflow Should be current with server Message Data Data created during a workflow Often transactional in nature Service Agent Conn State Ref Data Message Data

Downloading / Uploading Data Service Agent Conn State Ref Data Message Data

Syncing Data What just happened? Download Reference Data Use a proxy to retrieve data from source Store data in the Reference Data Cache Upload Changed Data Use Message Data Management Subsystem In this case, a queue Service Agent Conn State Ref Data Message Data

Offline operations Application Connection Manager Queue Application Service Agent Service Agent Manager Service Agent Registry

Completing operations online Application Service Agent Manager QueueStorage Application Service Agent Online Proxy Executor Service Agent Registry

Bringing it all together Smart client application Service Agent Management Connection State Management Message Data Management Reference Data Management Error handling Service Agent Conn State Ref Data Message Data

The Office 2003 Smart Client Office 2003 provides a great Smart Client environment XML capabilities Smart Document capabilities Research Library capabilities Information Bridge Framework Visual Studio Tools for Office InfoPath web service form generation

General Information Work Flow Storage Server process XML, data or documents Microsoft Office 2003 Development Technologies Office programs Create content Analyze/review information Process documents Server Processing Create document Pre-populate template Search / extract Post-Office Processing Business workflow Collaborative work Publish/distribute/archive assistive core content Storage Server process Office U.I. Custom controls / U.I. Smart tags Smart documents XML schema Data binding Object models Research task pane Doc. actions task pane User Interaction Base Programmability XML Documents Data Post-Office Processing Web services IBF Research services ADO.NET Web queries Information Access XML VSTO v2005 data island Server-side Processing

XML in Office 2003 Office documents offer XML as a persistence format Applications can generate documents through WordML Office documents can be associated with an XML Schema User works within the rich Office environment Schema valid XML data is generated Can save entire document or just XML Can apply XSL transforms

Solution Benefits With XML Documents Text Document Fragment Image Text Document Fragment Image save 3 Searching & RepurposingContent Query Result 2 Business Process Efficiency Efficient capture Efficient capture Validated information Web service (loose coupled connection) Web service (loose coupled connection) + formatting 1 Improved Data Access + intelligent receipt 5 Document Assembly data formatting Context-specific assistance Context-specific assistance XML structure XML structure 4 Intelligent Applications XML

Office 2003 Smart Documents Extension of associating a document with an XML Schema Smart Document Task Pane Follows the user through the document Provides contextual content, actions & help Customizable through VB6 or VS.NET Extension of the Smart Tags 2.0 API

Office 2003 Research Library Searches information sources from within a document Returns rich content, forms, actions Open architecture via XML Web Services Registration and Query methods No code on the client Integrated across Office 2003 Word, Excel, PowerPoint, Outlook, etc. A number of out-of-the-box services Dictionary, etc.

Our strategic tool for developing Office solutions Currently supports building document-centric solutions for Word and Excel 2003 VSTO makes Office development approachable to the profession developer Provides all the productivity of Visual Studio Provides all the power of the.NET Framework Leverages the skills of.NET developers VSTO solutions are secure and easy to deploy Based on.NET Code Access Security Online ClickOnce deployment model Visual Studio Tools for the Microsoft Office System

Information Bridge Framework Web Service-based architecture (SOA) Centralized metadata/UI server Runtime for smart tag / XML event initiation Windows Forms and task pane support Metadata Finance ERP CRM Smart Clients Web Services

Information Bridge Architecture Client Server CRM Customer Information Invoices Orders SAP Legacy Application Aggregation Service Web Service Optional: Information Bridge Compliant Web Service Optional: Information Bridge Compliant Web Service Optional: Information Bridge Compliant Office Application (Word, Excel, Outlook) Attached Schema Smart Tag MetadataCache User Control Designer Visual Studio Development Only Web services U.I. (WinForm, XSLT) U.I. (SOAP) MetadataDesigner Metadata Service MetadataDatabase Information Bridge Runtime (Office add-in) Task Pane Manager Office Integration U.I. Rendering

Device Programmability Broad Reach vs. Smart Device ASP.NET Mobile Controls Mobile Web Browser Remote Web Pages Device Operating System Smart Device Programmability.NET Compact Framework Local Code Smart client

Smart Device Programmability VS.NET and.NET Compact Framework Common Language Runtime Base Class Libraries ADO.NET and XML ASP.NET Web Forms WebServicesWindowsForms Visual Basic C++C#J#… Visual Studio.NET Smart Device Programmability Targets.NET Compact Framework Targets.NET Compact Framework Integrated IDE Integrated IDE Emulators Emulators Remote debugging Remote debugging.NET Compact Framework Managed code Managed code Web services Web services Rich subset of.NET Framework Class Libraries Rich subset of.NET Framework Class Libraries

Windows Forms Samples IssueVison, FotoVision, TaskVision, Infragistics Tracker

Smart Device Data SQL Server CE On-device data engine for Windows CE-powered devices Rich replication and synchronization with SQL Server Designed for high performance in resource- constrained environments Managed.NET Compact Framework provider

Resources WeRock 247 Sample Application Suite, Documentation, Tutorials, etc Sample Application Suite, Documentation, Tutorials, etc Windows Forms Resources Recent Web Cast Series Recent Web Cast Series Sample Applications Sample Applications Samples MSDN Developer Centers Smart Client Developer Center Smart Client Developer Center Visual Studio 2005 Visual Studio 2005 Mobile Devices Mobile Devices Office System 2003 Office System 2003 Office Development XMLXML, Smart Documents, Research Services & More Research Services Smart DocumentsResearch ServicesMore Research Services XMLSmart DocumentsResearch ServicesMore Research Services Information Bridge Framework Information Bridge Framework Visual Studio Tools For Office Visual Studio Tools For Office

© 2004 Microsoft Limited. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.