3. 2 Building Powerful Applications for the Microsoft Office System Using Microsoft Visual Studio Tools for the Microsoft Office System (VSTO) Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP Session Code: OFC201

4. 3 Abstract: This session focuses on the power and developer productivity of Visual Studio Tools for the Microsoft Office System (VSTO). VSTO is a.NET Smart Client technology and this session delves into the tips and tricks, positives and negatives when designing and building smart client applications with VSTO. VSTO allows you to build managed code applications with.NET languages like Microsoft Visual Basic.NET and Visual C#, and have the functionality of those applications manifest in the rich user interfaces of Microsoft Office Excel, Word, PowerPoint, Visio, Outlook and others from the Office stack. Learn just how easy it is to build powerful VSTO applications, and how to deploy those applications. This session covers all versions of VSTO (versions 1.0 through 3.0) targeting both Office 2003 and the 2007 Office system. VSTO addresses some of the biggest challenges that Office solution developers are facing today, including separation of data and view elements, server-side and offline scenarios, seamless integration with the Visual Studio tools, deployment and updating. Lastly, this session delves into the future of VSTO and its potential coverage of document-centric and add-in solutions for the entire Office system stack.

5. 4 About… InterKnowlogy (www.InterKnowlogy.com)www.InterKnowlogy.com ● Tim Huckaby, CEO - (TimHuck@InterKnowlogy.com) ● Custom App Dev / Consulting / Software & Systems Engineering Firm headquartered in Carlsbad, CA ● Microsoft Gold Partner managed in SoCal and Redmond ● Design, Architect, Build and Deploy enterprise class applications ● Industry Experts: 90% of the company is published Microsoft.NET Application development since 2000! Microsoft.NET Smart Client pioneers / industry leaders Information Worker Solutions (VSTO & SharePoint) Integration / Messaging, B2B / B2C, Wireless / Mobility Microsoft BizTalk, Web Services, Microsoft Active Directory, Security, SSO, Authorization, Authentication Cutting Edge Solutions on emerging Microsoft technologies Largest Client: Microsoft

6. 5 Designing, Building and Deploying Smart Client Applications on VSTO 2003, 2005, 2005SE, 2008 (1.0, 2.0 & 2.5, 3.0) Document-centric solutions in Word and Excel Add-in Solutions in PowerPoint and Visio Deployment, but not Security… Demo Apps, Real Software Demos…and a special guest… Guidance on how to get smart on VSTO

7. 6 That was then…

8. 7 This is now…

9. 8 Consists of clients, servers, services and tools Provides a single infrastructure for Communication & collaboration Business Intelligence Content management solutions Enables developers to bridge information gap between users and data in back- end enterprise systems SQL Server, SAP, ERP, CRM, etc. The 2007 Microsoft Office system is a unified solutions platform for building Office Business Applications that make Line-of-Business systems, enterprise data and workflows accessible and relevant to users.

10. 9 Visual Studio Tools for Office (VSTO) 2003 (1.1) AdventureWorks Excel Demo Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

11. 10 Makes Office a valuable, first-class project type in Visual Studio Enables developers to create & extend Office Business Applications Enables developers to leverage key Office UI features and support collaboration and workflow Provides Office developers with the benefits and advantages of the Visual Studio professional development environment Enables developers to leverage existing programming skills Developers can leverage their company’s current investment in Office 2003 Pro and new investment in 2007 Office system Visual Studio Tools for Office enables developers to leverage Visual Studio and enables developers to leverage Visual Studio and the Microsoft Office platform to build scalable line-of-business solutions based on Microsoft Office

12. 11 Visual Studio Tools for Office (VSTO) 2005 "Hello World" Word Demo Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

13. 12 Visual Studio Tools for Office (VSTO) 2005 Excel Guided Tour Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

14. VSTO Deployment Model Separation of document, code and assembly Code is part of a Visual Studio project Only the assembly is deployed with the document Assembly is “linked” to the document VSTO 2003: Custom properties VSTO 2005+: App manifest embedded in document

15. 14 Office Application Solutions (Add-In) Document-Centric Solutions Office Client Development with VSTO 2 Common Application Models OM MyCode OM MyCode MyMenu MyTaskPane

16. 15 VSTO 2005 SE PowerPoint Add-in to mimic ribbon view functionality Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

17. 16 Key VSTO Features Visual designers for key UI features Workflow & Microsoft SharePoint Support Data binding in Word Content Controls Application-level add-ins for most Office client apps (both 2003 & 2007) Document-level add-ins for Excel & Word 2007 Improved deployment and security

18. 17 Visual Studio Tools for Office (VSTO) 2005 Adventure Works Customer Sales Dynamic Word Doc Creation Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

19. The ActionsPane Document Actions task pane Specific task pane available to document customizations (new in Word and Excel 2003+) ActionsPane Programmable object exposed by VSTO 2005 from Excel Workbook and Word Document classes Fully encapsulates an implementation of ISmartDocument Provides a Windows Forms-based programming model for accessing the Document Actions task pane

20. 19 Visual Studio Tools for Office (VSTO) 2005 Excel Win32 Services Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

21. 20 Visual Studio Tools for Office (VSTO) 2003 (1.1) AdventureWorks Excel Demo VSTO Roadmap VSTO 2003 Document-level code behind Brings Microsoft Office into the managed world Strict security model VSTO 2005 Custom ActionsPane Host Controls on doc surface Cached Data in the document Server-side data processing App-level add-ins for Outlook + VSTO 2005 Second Edition More App-level add-ins Visual designers for key UI features Workflow & Microsoft SharePoint support Data-bound Word Content Controls App-level add-ins for most client programs (both 2003 & 2007) Doc-level add-ins for Excel and Word 2007 ClickOnce deployment & security Visual Studio 2008 (VSTO v3.0)

22. 21 VSTO 2008 PowerPoint Document Creation Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

23. 22 VSTO Versions & Roadmap VSTO 2003 (version 1.0) Office 2003 with.NET 1.1 VSTO 2005 (version 2.0) Office 2003 with.NET 2.0 VSTO 2005 SE (version 2.5) Office 2007 with.NET 2.0 & 3.0 VSTO 2008 (version 3.0) Office 2007 with.NET 3.5

24. 23 VSTO 2008 Visio Document Creation Tim Huckaby CEO, InterKnowlogy Microsoft RD & MVP

25. 24 Deployment Models Local/Local Loading document does not require network access Users have to install solution Users have personal copy of document Updates require redistribution Local/Network Loading document generally requires network access Users have personal copy of document Assembly updates can be made in a central location Document updates require redistribution Network/Network Loading document generally requires network access Users share document instance Updates can be made in a central location

26. 25 Lt Col Andy Berry United States Air Force

27. 26 United States Air Force Wedge – Flight Briefing System The Team works at the United States Air Force Academy In a department called the “Institute for Information Technology Applications” Headed up by a retired 4 star General, Jim McCarthy. Developing a product called Warfighter’s Edge or Wedge Enterprise level OBA written in VBA and VSTO technologies with WCF. Sponsored by Air Combat Command to deploy this system throughout combat air forces Interest from the rest of the Air Force including (guard and reserves) and our sister services. With this sponsorship, we have: 6 developers, Project Manager (Kirk), Program Manager (Major Mike “Buckwheat” Lattanzi) a test team (4 individuals who test, implement, teach and document) as well as some support individuals. We run an agile development shop under Kirk’s direction.

28. 27 United States Air Force Warfighter's Edge Demo Lt Col Andy “Skipper” Berry –Director, (Active Military) Mr. Kirk “Mash” Lipscomb – Project Manager, (Intelligent Software Solutions) Mr. Ken “Mojo” Jones – Senior Software Engineer, (Intelligent Software Solutions) Lt Col Steve “Juice” Burns – Software Engineer, (Active Military) Mr. Leo “Simba” Swiontek – Software Engineer, (Intelligent Software Solutions) Mr. Steve Brodhead - Software Engineer

29. Product Team Blogs Eric Carter:.NET4Office http://blogs.msdn.com/eric_carter/ http://blogs.msdn.com/eric_carter/ Peter Torr: Office Development, Security, Randomness… http://blogs.msdn.com/ptorr/ http://blogs.msdn.com/ptorr/ Eric Lippert: Fabulous Adventures in Coding http://blogs.msdn.com/EricLippert http://blogs.msdn.com/EricLippert Paul Stubbs: Office Development with.NET http://blogs.msdn.com/pstubbs/ http://blogs.msdn.com/pstubbs/ VSTO Team Blog http://blogs.msdn.com/vsto/http://blogs.msdn.com/vsto/

30. Newsgroups VSTO microsoft.public.vsnet.vstools.office MSDN Forums: VSTO http://forums.microsoft.com/MSDN/ShowForum.as px?ForumID=16&SiteID=1http://forums.microsoft.com/MSDN/ShowForum.as px?ForumID=16&SiteID=1.

31. Additional Information MSDN Developer Centers VS.NET and Office Development http://msdn.microsoft.com/vstudio/office/ http://msdn.microsoft.com/vstudio/office/ Office Development http://msdn.microsoft.com/office http://msdn.microsoft.com/office Hands-on Labs for VSTO 2005 http://www.microsoft.com/downloads/details.aspx?FamilyID=f2323aaf- fe87-4203-9ed8-72466566e105&displaylang=en http://www.microsoft.com/downloads/details.aspx?FamilyID=f2323aaf- fe87-4203-9ed8-72466566e105&displaylang=en VSTO 2005 Web casts http://msdn.microsoft.com/office/understanding/vsto/multimedia/default.a spx http://msdn.microsoft.com/office/understanding/vsto/multimedia/default.a spx

32. Resources VSTO Forum http://forums.microsoft.com/msdn/ShowForum.aspx?For umID=16 VSTO-related blogs VSTO-related Blog Search – http://search.live.com/macros/pstubbs/vsto http://search.live.com/macros/pstubbs/vsto Office Zealot Site – http://www.officezealot.com/VSTO/bloghome.aspx http://www.officezealot.com/VSTO/bloghome.aspx

33. For More Information Visit the VSTO Developer Center http://msdn.microsoft.com/office/tool/vsto/default.aspx VSTO Help documentation on MSDN http://msdn2.microsoft.com/library/d2tx7z6d(en- us,vs.80).aspx

34. Summary VSTO is the key enabler for the.NET stack to build Office Business Applications Connect documents to live business data Provide structure using XML Schemas Provide deeper UI integration using the Document Actions task pane VSTO is the tool of choice for professional developers creating Add-ins & document-centric solutions for the Office Stack Integrated design-time experience Developer productivity through programming model enhancements All the power of Visual Studio and the.NET Framework

35. Related Content Breakout Session: OFC304-Integrating Windows Presentation Foundation and Windows Communication Foundation into Your Office Business Applications Session Day/Time: Wednesday, 6/4/2008 1:00PM-2:15PM Room: S310 C S310 CS310 C Interactive Theater Session: OFC03-TLC Building Powerful Microsoft Office Visio and Office PowerPoint Solutions in Microsoft.NET with Microsoft Visual Studio Tools for the Microsoft Office System Session Day/Time: Thursday, 6/5/2008 8:30AM-9:45AM Room: Green Theater 1 Green Theater 1Green Theater 1

36. Tim Huckaby, InterKnowlogy More info on InterKnowlogy: www.InterKnowlogy.com Contact me: Tim Huckaby E-mail : TimHuck@InterKnowlogy.com or v-TimHu@Microsoft.comTimHuck@InterKnowlogy.comv-TimHu@Microsoft.com Phone: 760-444-8640 Blog : http://blogs.InterKnowlogy.com/TimHuckaby About Tim Huckaby CEO, InterKnowlogy Microsoft ® Regional Director – Southern California Microsoft ®.NET Partner Advisory Council Founder / Member Microsoft ® MVP -.NET Microsoft ® Surface Partner Advisory Council INETA Speaker – International.NET Users Group Association Windows and.NET Magazine Advisory Board Member.NET Developers Journal Magazine Advisory Board Member Author / Speaker

37. Visual Studio Tools for Office 2005 Schema- Based Programming Model Direct programmatic access to XML Nodes XMLNode instances created for each schema element Access XmlNode instances, instead of UI elements Data binding support Event model ContextEnter/ContextLeave AfterInsert/BeforeDelete BidRequestRequestDateNode.Text = DateTime.Now;

38. Data Caching Why cache data in an Office document? Cached data can be bound to the Office document and displayed at runtime Cached data can be used when offline Cached data is server-accessible Cached data can store non-UI data needed by your solution VSTO support for data caching CachedAttribute is used to annotate fields that should be cached ICachedType can be implemented by a type to provide custom serialization ServerDocument class can be used to open a document without instantiating Word/Excel

39. VSTO Security Model Based 100% on.NET Code Access Security By default, no code runs Trusted assembly ≠ Local machine Trust via signing the assemblies Authenticode or Strong name Can also trust via location-based evidence Must also trust the document Trusted document = Local machine Temporary Internet files not trusted

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41. 40 © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

42. Deadlines & Resources Thank you for committing to speak at Microsoft’s premier event for IT Professionals and Developers. Below is important information regarding your participation as a speaker for TechEd 2008. Important Content Deadlines – submit via www.msteched.comwww.msteched.com April 10 Upload outline and PPT draft Apr 10–May 25 Content Review Process (dry run, speaker training, etc.) May 29 Presentations locked and final submitted -TechEd Developer. Additional changes must be brought onsite. Slide Design Resources at www.msteched.comwww.msteched.com Graphics and Images Library (pictures of arrows, devices, people) Books, Webinars, Websites, and much more to help you build a great deck Licensing information for any third-party photography or art must be submitted with the PPT Points of Contact Direct presentation questions to Tespeakr@microsoft.comTespeakr@microsoft.com Direct content questions to your Track PM: www.msteched.comwww.msteched.com This template is designed for use with Office PowerPoint 2007. This template is set to print in color or grayscale, not black and white.

43. 42 Speaker instructions: Complete this slide to assist your SME (subject matter expert) in evaluating your presentation flow, topic coverage, demo integration and alignment of content to your session description and level. Presentation Outline (hidden slide): Title: Technical Level: Intended Audience: Objectives (what do you want the audience to take away from this session): 1. 2. 3. Presentation Outline (including demos):

44. Scrub Checklist After your presentation is locked, the scrub team will finalize your deck and published it to CommNet 48-hours prior to your session. Apply template – backgrounds, colors, positioning, font Verify that required slides are included Remove any non-template logos and graphics from the walk-in slide Correct session title and session code to match session guide Set titles to Title Case and correct widows (widows = single word spilling over to a new line) Replace transition slides with template transition slides Set subtitles to subtitle color, size, and sentence case Correct all type for consistent shadowing Set bullets to template Set software code samples to template code format Correct template application issues as time allows Correct Microsoft product names to follow corporate branding rules Correct misspelled words Remove all comments, hidden slides and speaker notes from slides Set file properties box Set printability in grayscale If time allows, correct slides for readability and consistency If time allows, correct grammar and correct copy to Microsoft style Notify Presentation Manager of any images identified as unlicensed for escalation

45. 44 Video Title

46. 45 Customer Title Name Title Company

47. 46 Demo Title Name Title Company

48. 47 Demo Title Name Title Company

49. 48 Partner Title Name Title Company

50. 49 Announcement Title

51. 50 PowerPoint Template Subtitle color Example of a slide with a subhead Set the slide title in “title case” Set subheads in “sentence case” Generally set subhead to 36pt or smaller so it will fit on a single line The subhead color is defined for this template but must be selected; In PowerPoint 2007, it is the fourth font color from the left

52. 51 PowerPoint Guidelines Font, size, and color for text have been formatted for you in the Slide Master Use the color palette shown below See next slide for additional guidelines Hyperlink color: www.microsoft.comwww.microsoft.com Sample Fill

53. 52 Slide for Showing Software Code Use this layout to show software code The font is Consolas, a monospace font The slide doesn’t use bullets but levels can be indented using the “Increase List Level” icon on the Home menu To use straight quotes " instead of smart quotes ”, do this: 1.Click on the Office Button in the upper left corner 2.At the bottom of the menu, choose PowerPoint Options 3.From the left pane, select Proofing 4.Click on the AutoCorrect Options button 5.Select the AutoFormat As You Type tab, and deselect “Straight quotes” with “smart quotes”. Then Click OK.

54. 53 Table Format Table Title Column 1 Column 2 Column 3 Column 4 Column 5

55. 54 Bar Chart Example

56. 55 Pie Chart Example

57. 56

58. 57 Notes In addition to the Walk-in and Title slides, the following slides are required Please add your content and include these in your final presentation NEXT:

59. www.microsoft.com/teched Tech·Talks Tech·Ed Bloggers Live SimulcastsVirtual Labs http://microsoft.com/msdn Developer’s Kit, Licenses, and MORE! Resources for Developers

60. Related Content Hands-on Labs (session codes and titles) Interactive Theater Sessions (session codes and titles) Hands-on Labs (session codes and titles)

61. Resource 1 Resource 2 Resource 3 Resource 4 Track Resources