1. 4/2/2017 3:15 AM
CLI315 Solution Architectures with Microsoft Office Professional Edition 2003: FabriKam and GeneriCo
Chris J.T. Auld
Managing Director- Kognition
Microsoft Regional Director & MVP
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2. 4/2/2017 3:15 AM
Agenda
Talk about Microsoft Office technologies in the context of Office solutions!
Solution Scenarios
Office technologies
Examples
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

3. Solution Scenarios Document Creation Reporting Line of Business
4/2/2017 3:15 AM
Solution Scenarios
Document Creation
Reporting
Line of Business
ERP
CRM
Custom
You name it!
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4. Solution Scenarios Document creation
4/2/2017 3:15 AM
Solution Scenarios Document creation
Client-Side
User directed/initiated
Done in the context of the document
Context specific actions/information
Assisted authoring e.g. Fabrikam Project Document
Requires flexibility
Examples: contracts, financial documents
Server-Side
Done in bulk
Must be fast and scalable
Usually template-based
Examples: reports, etc.
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. Solution Scenarios Document creation solutions
4/2/2017 3:15 AM
Solution Scenarios Document creation solutions
Client-Side
ISmartDocument
Microsoft Visual Studio Tools for Office (VSTO) 2003
Server-Side
WordprocessingML/SpreadsheetML
Both
VSTO 2005 (Data Islands w/o App running)
ASPOSE Components (incl Powerpoint)
ActiveDocs (High end document gen)
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6. Solution Scenarios Reporting
4/2/2017 3:15 AM
Solution Scenarios Reporting
Data browsing
Connect to back-end systems
Slice & dice data
Leads to actions
Data viewing
Server-generated
Rich formatting
Can lead to data browsing
Mail Merges
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7. Solution Scenarios Reporting solutions
4/2/2017 3:15 AM
Solution Scenarios Reporting solutions
Microsoft Office Excel
XML Import/Export
Pivot Tables, etc
Microsoft Office SharePoint Portal Server
BI Portal
Microsoft Office Word
WordprocessingML
Custom schema support!
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8. Solution Scenarios Line of business
4/2/2017 3:15 AM
Solution Scenarios Line of business
Connecting to a single application
Connect directly?
Database, Web Service, .NET Remoting, etc.
Multiple Apps
Connect to each independently – or
Use a Service-Oriented Architecture
Single interface
Much easier for client development
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9. Solution Scenarios Line of business solutions
4/2/2017 3:15 AM
Solution Scenarios Line of business solutions
Share work across multiple Office apps
Connect to systems with managed code
Web Services
.NET Remoting
Enterprise Services
Some office apps interop better than others
Build your own (GeneriCo)
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

10. Technologies XML (Namespaces, XSLT, XML Schema, XPath)
Managed Code Support
Task Pane
Collaboration and Workflow
PAG Application Blocks
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

11. Technologies XML Native File Format Custom Schema Support
4/2/2017 3:15 AM
Technologies XML
Native File Format
Document generation made easy
Using XPath can query the document for data
Custom Schema Support
Documents now aware of data
XML Import/Export
Data detached from document!
Extended Object Model
Custom solutions target the data, not the document
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

12. Technologies XML – what it means
4/2/2017 3:15 AM
Technologies XML – what it means
Document format doesn’t matter
Logic not tied to structure
Information not tied to document
Less brittle – automated grannyware
Document format or even type can change on context
Microsoft Office InfoPath for gathering
Word for documentation
Excel for reporting
Same Schema
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

13. Technologies Managed code
4/2/2017 3:15 AM
Technologies Managed code
Many new managed code solutions
Word and Excel
ISmartDocument, VSTO 2003
VSTO 2005
InfoPath SP1
Native & VSTO (limited)
Outloook
Managed Com Add-In
Powerpoint
ASPOSE Powerpoint
Always got COM Interop…
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

14. Technologies Task pane
4/2/2017 3:15 AM
Technologies Task pane
Context-specific information
Can be used to manipulate the document
ISmartDocument, VSTO 2005
Show contextual info from other sources
IBF, Research Services, Smart Tags
Document-specific
ISmartDocument, VSTO 2003, VSTO 2005
App-specific
IBF (multi-app), Research Services, Smart Tags
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

15. Technologies Collaboration and workflow
4/2/2017 3:15 AM
Technologies Collaboration and workflow
Microsoft SharePoint
BizTalk Server 2004
Web Services
SQL Server, SQL XML, SQL Notification Services
Live Communications Server
Etc.
Come to PDC!
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

16. Technologies PAG application blocks
4/2/2017 3:15 AM
Technologies PAG application blocks
Remember, we’re coding .NET here!!!
App blocks apply to us Office devs as well
Smart Client Offline Application Block
See BlogCast with AriB
Updater Application Block*
*Many Office solutions have very good updating scenarios all of their own
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

17. Examples Available Now Examples for partners, customers and you!
DVDs swapped for Evals
Examples for partners, customers and you!
FabriKam
6 Office System Solutions and 4 Infrastructure Components
GeneriCo
Office System Smart Client connected to SOA
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

18. FabriKam Introduction
Solution Platform
Best Practices, Code Samples
Team, Department, Enterprise Business Processes
DVD – Code, Documentation, Infrastructure, and Resources
Delivery Format
DVD, Fully configured and expandable
(order from msdn.microsoft.com/fabrikam)
Swap for evals at end of session.
Documentation on MSDN
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

19. FabriKam Solution overview
Components
Solutions
Active Directory Integration
SharePoint Library Aggregator
SharePoint Routing Service
SQL Server SQL XML service
Expense Report
Technical Manual Creation
Project Site Manager
Budget Planning
Status Report
Sales Order Capture/Processing
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

20. FabriKam Solution Details Expense report requirements
Stored in database
Tamper resistant
Identity confirmation
Automated workflow
Must not be persisted on client disk
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

21. FabriKam Solution Details Expense report solutions
Stored in database
SQLXML - shreds Form XML on submit
SQLXML - recreates Form XML on request
Tamper resistant
Digitally sign form on server when it is generated
Identity confirmation
InfoPath digital signatures and windows security context
Automated workflow
BizTalk 2004 Orchestration
Must not be persisted on client disk
Disable save
Custom SharePoint Web Part
Displays form status in workflow
Generates new/requested forms using SQLXML Adapter
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

22. FabriKam Solution Details Expense report architecture
SQLXML FPC
SQL
SharePoint Web Part
BTS04 Orchestration
(Receipt)
InfoPath Form
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23. 4/2/2017 3:15 AM © 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

24. Fabrikam Expense Application
Demo
Fabrikam Expense Application
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

25. FabriKam Solution Details Technical manual creation requirements
Gather project kickoff information
Project contributors and roles
Document meta-data
Chapter headings, descriptions, etc
Launch Project
Generate SharePoint site
Generate initial document
Make doc generation easy
Provide Routing and Workflow
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

26. FabriKam Solution Details Technical manual creation solutions
Gather project kickoff information
Single InfoPath form walks user through process
Launch Project
InfoPath form submits XML to web service which
Generates SharePoint site
Adds users
Generates WordprocessingML & saves to site
Make doc generation easy
ISmartDocument solution aids authors while writing
Provide Routing and Workflow
Custom SharePoint Routing Service
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

27. FabriKam Stats 20k+ lines of managed code solutions
600 pages of documentation
Strong Office managed code story
Word, Excel, InfoPath
Strong Back Office story
SharePoint customization
BTS04 Orchestrations
SQL 2k w/SQLXML
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

28. GeneriCo Introduction
4/2/2017 3:15 AM
GeneriCo Introduction
Service Oriented Architecture
3rd Party Spec
The Middleware Company
IMHO Not as SOA as it should be
Thin Client
Mobility Client
Office System Smart Client
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

29. GeneriCo Smart client requirements
4/2/2017 3:15 AM
GeneriCo Smart client requirements
Must use Office System wherever appropriate
Must work offline
Must mimic thin-client application
Main portal window
Expense reports
Employee Reviews
Tasks
Product Catalog
Employee Search
Must not break thin-client
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

30. GeneriCo Smart Client Challenges
4/2/2017 3:15 AM
GeneriCo Smart Client Challenges
Share data across apps
Effectively call SOA
Translate between thin client calls and smart client calls
Offline detection
Data synchronization
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

31. GeneriCo Smart client solution
4/2/2017 3:15 AM
GeneriCo Smart client solution
Offline
Smart Client Offline Application Block
Portal site
Outlook Managed Code Add-In similar to “Today” Page
Expense Report
InfoPath – Gather information
Excel – Analyze, approve or deny for managers
Employee Review
Word – Final format of review
Tasks
Outlook tasks
Employee Search
Information Bridge Framework
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

32. GeneriCo Smart Client Service agent
4/2/2017 3:15 AM
GeneriCo Smart Client Service agent
Between Office applications and SOA
Resources shared across client
Caching
Communications
Offline Detection
Enterprise Services
De-coupled logic
App Pool
Events
Handles all SOA communication
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

33. GeneriCo Overview Service Agent 4/2/2017 3:15 AM
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

34. GeneriCo Service Agent
4/2/2017 3:15 AM
GeneriCo Service Agent
SOA
Client App
(VSTO/IPath/etc)
Service Agent
Client Proxy
Service Agent
Client Proxy
Service Agent
Events
Agent
Proxy
Agent
Proxy
Agent
Proxy
Cache
Service Agent
“server” proxy
Queue Processor
Legend
Office App
Enterprise Services
App Blocks
Entry
Cache Thread
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

35. GeneriCo Service Agent Application blocks
4/2/2017 3:15 AM
GeneriCo Service Agent Application blocks
SOA
Agent
Proxy
Agent
Proxy
Agent
Proxy
Cache
Queue Processor
Entry
Legend
Cache Thread
Office App
Enterprise Services
App Blocks
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

36. GeneriCo Service Agent Enterprise services
4/2/2017 3:15 AM
GeneriCo Service Agent Enterprise services
Service Agent
Events
Client
Client
Client App
(VSTO/IPath/etc)
Service Agent
“server” proxy
Service Agent
Client Proxy
Service Agent
Legend
Office App
Enterprise Services
App Blocks
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

37. GeneriCo Service Agent
4/2/2017 3:15 AM
GeneriCo Service Agent
SOA
Service Agent
Events
Client
Client
Client App
(VSTO/IPath/etc)
Service Agent
Client Proxy
Service Agent
“server” proxy
Service Agent
Client Proxy
Agent
Proxy
Agent
Proxy
Agent
Proxy
Cache
Queue Processor
Legend
Office App
Enterprise Services
App Blocks
Entry
Cache Thread
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

38. Conclusion Combine the power of Office System 2003
4/2/2017 3:15 AM
Conclusion
Combine the power of Office System 2003
with the power of .Net programming to
generate enterprise class solutions!
There are examples out there to look at!
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

39. More Info http://www.syringe.net.nz FabriKam DVD order form
Presentation files will be up today
All links mentioned here will be included
FabriKam DVD order form
FabriKam Documentation
GeneriCo update coming soon!
Whitepapers, presentations, sample code, etc.
Other Questions?
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.