Microsoft Confidential 2007 Microsoft Office System Technical Overview - Client Michael McClary Microsoft Confidential

Agenda Introduction File Format Office Client Development Tools and UI InfoPath

Microsoft Confidential Evolution of the Office Developer Word Macros Access Macros Word Basic Access Basic Excel Formulas Visual Basic for Applications (VBA) COM components COM Add-ins VSTO.NET Framework.Managed Add-ins evolution graphics courtesy of SellsBrothers.com Smart Tags Smart Documents

Microsoft Confidential What Do "Office Developers" Build? Office Client Developer Creating Word Template Solutions Extending the Ribbon Developing Office Add-ins Developing VSTO solutions Creating Business Forms Programmatically Manipulating XML Documents Web/WSS Developer Designing Site Templates Creating Collaboration Solutions Developing Web Parts Developing Workflow Activities/Assemblies Developing Event Handlers Packaging Features and Solutions Enterprise Developer Designing Portals Extending the Search Engine Integrating with LOB systems Creating Public Web Sites Creating Business Forms Creating Custom Workflows Managing Enterprise Content Creating Custom Policies Creating Scorecard, BI Reports The Office 12 Developer a modern, evolving life form The Office 12 Developer a modern, evolving life form

Microsoft Confidential New Office File Formats Office is changing to an XML-based file format Based on Microsoft Office Open XML Formats standard Applies to Word, Excel and PowerPoint Office files saved as ZIP file containing document parts Document parts saved in open, transparent XML format Compatibility? Microsoft has released patches for Office 2000, XP and 2003 to open, edit and save files in this new format Compatibility? Microsoft has released patches for Office 2000, XP and 2003 to open, edit and save files in this new format Developers can read specific parts of a Word or Excel file with a simple XML parser Developers can read and modify Office documents without requiring Office or using the Office object models Developers can easily replace or remove parts of a document such as the styles, graphics or comments Valuable for both client-side and server-side development Word Document (ZIP file) Document Properties Comments Document Content as WordML Custom-defined XML Images / Sounds / Video Embedded code / macros Charts

Microsoft Confidential Office Open XML Format Architecture Questionnaire. docx User view: single Office “file” Developer view: modular file Questionnaire. docx Package Relationships _rels Document, Application, Custom Document Properties docProps Document Parts word / xl / ppt [Content Types].xml Custom Defined XML, Macros, … custom fld

Microsoft Confidential Basic Components of the New Formats Package – ZIP Container Part – The “files” inside the ZIP Most parts are XML Binary files can be included Each XML part is a discreet, compressed component Content Types – Each part has a content type that is enforced on open Relationships – Any part that references another part or plays a certain role in the application must do so via a relationship

Microsoft Confidential Developer Scenarios Document Assembly Server-based or user-assisted construction of documents from archived content or database content Content Reuse Much easier to move content between documents, including different document types Content Tagging Add domain-specific metadata to document content to enable custom solutions Document Interogation Query document repositories based on custom data, content types or document metadata Document Sanitization Remove unwanted content like comments or embedded code from your document when appropriate

Microsoft Confidential WinFX Packaging API Microsoft WinFX Software Development Kit (SDK) System.IO.Packaging namespace add document parts, retrieve and update contents, or create new relationships Important Classes Package, PackagePart, PackageRelationship

Microsoft Confidential System.IO.Packaging Sample using (Package package = Package.Open(packagePath, FileMode.Open,FileAccess.ReadWrite)) { Uri uriPartTarget = new Uri("/word/styles1.xml", UriKind.Relative); PackagePart newPackagePart = package.CreatePart(uriPartTarget, "application/vnd.ms-word.styles+xml"); using (FileStream fileStream = new FileStream(stylePath, FileMode.Open, FileAccess.Read)) { CopyStream(fileStream, newPackagePart.GetStream()); } } 1.Open the package 2.Access a document part 3.Create a document part 4.Add content to the document part

Microsoft Confidential The new Office Open XML File Formats DEMO

Microsoft Confidential The Entirely New Office UX The “Ribbon” Galleries Live Preview Contextual Tools Quick Access Toolbar (“QAT”) “Floatie” “Super Tooltips” Enhanced window frame “KeyTips” and Keyboard Navigation Streamlined Options Context Menus New File Menu

Microsoft Confidential Ribbon Components Review Ribbon accessible via a tab A Ribbon contains one or more groups A group contains one or more controls New controls: ToggleButtons, SplitButtons, EditBoxes, DropDowns, ComboBoxes, CheckBoxes, DropDownGrids All

Microsoft Confidential Sample Ribbon Customization File All

Microsoft Confidential Developing for Office ’12’ Scenarios Automate tasks Calculations in Excel Filling in documents Custom actions Create custom ribbons tied to a template or activated for all Office ’12’ new UX Provide added functionality via task panes Tied to specific template or document Shared across all applications Core Tasks Task Panes Custom Ribbon Extensions

Microsoft Confidential Client-side Development Tools VS2005SE from :- ORCAS – new version of Visual Studio, lots of integration (LiNQ, Tools for Applications, etc) Install VS 2005VS 2005 Install a recent build of Office 12 Install VSTO 2005 Second Edition

Microsoft Confidential Content Controls in Word ’12’ Evolution of customer-defined XML No XML schema required Provide friendly end user exposure of structured content Each provides unique content restrictions Controls do not affect layout Controls can be grouped to lock them down as a unit Controls can be mapped to XML data Can be used by document parts Can insert controls using the Developer Tab Specialized options for each type of control Can set placeholder text for when it’s empty Word

Microsoft Confidential Windows Forms Controls Use normal Windows controls in Word documents and Excel spreadsheets Embedded in VSTO-defined ActiveX container

Microsoft Confidential Challenges today with InfoPath ISVs like the idea of integrating with and leveraging InfoPath, but Reach more users (smart vs thin clients) Support them better with off-line capabilities Integrate InfoPath forms in a better way into the Office clients Leverage InfoPath forms in our own applications Have a cleaner way of programming against InfoPath And integrate even better with back-end systems

Microsoft Confidential InfoPath 12 and Forms Services First generation: InfoPath 2003 Capture business data with dynamic, XML-based forms Rich data entry and validation Integration with multiple back-end systems and 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

Microsoft Confidential Improvements with InfoPath ’12’ InfoPath ’12’ introduces major improvements for Template Designers IT People Responsible for the Deployment Users Filling-In Forms Integrating Developers

Microsoft Confidential Designing InfoPath Templates Server/client design mode Combination of forms on smart client and browser Conditional formatting, validation, rules, calculations, data connections run unchanged Smart client only features Offline, custom ActiveX controls, master detail, task pane, IRM, script based code Use Design Checker to verify “browser” compatibility Smart Form invocation Always open in smart client, if available Forms in WSS doc libs; links in web pages, , etc. Special URL parameters to force opening in browser

Microsoft Confidential Template Parts Designer support for creating reusable chunks of forms Auto-update across solutions Supports Formatting and control properties Main data source, secondary data connections Rules, Data Validation, Conditional Formatting Formulas/Calculations Caveats No Code

Microsoft Confidential Summary Office Client Development File Format Tools and UI InfoPath

Microsoft Confidential Resources Blogs Brian Jones Jensen Harris Andrew Whitechapel Mishna Shneerson Office Training 60 Other links: