Building Office Business Applications

ODC rocked the house!

Joanna_Bichsel — Fri, 15 Feb 2008 23:40:00 GMT

The Office Developer Conference finished on Wednesday and it was unbelievable! Jay Paulus, Director of the Office Platform Strategy team kicked it off to a great start.

Following that, Bill Gates talked saying: "Making Office into a platform is very important to us...Office will be taking on a very ambitious agenda in the future...Our investment in the Office platform today is greater than it's ever been." I think that was proven by some pretty great platform demos, especially this one by FedEx. He talked quite a bit about S+S as well. My team was lucky enough to meet Bill Gates, shake his hand and get our picture taken with him! Check it out: I'm the one right beside him in the glasses:

Kurt DelBene, Senior Corporate Vice President of the Office Business Platform Group, was next and talked about how SharePoint is the glue which ties people, processes and data together, what that means to developers with the investments in the platform, tooling with Visual Studio 2008 and SharePoint Designer as well as new resources for developers and architects. He announced the BizTalk Adapter Pack RTM, VS extensions for WSS v 1.1. There were also some great demos of OBAs, VS 2008 with VSTO and CRM Live.

There were also a great line-up of sessions including the "un-conference" where people could suggest anything they wanted to hear about, create their own sessions. Topics included things like "How to handle paper documents in SharePoint", "Using OBA for automating ISO 9000 document approval process", and "Designing a SharePoint Intranet - Developing the Information Architecture".

Needless to say, it was awesome.

These new resources will knock your socks off!

Joanna_Bichsel — Fri, 15 Feb 2008 23:28:00 GMT

There were several resources announced at the Office Developer Conference on Monday that if you are a developer or architect, are just going to knock your socks off.

The great line-up consists of:

- OBA Sample Application Kits for SAP and PeopleSoft

- OBA Platform Scenarios for Customer Service Request Management and Sales Proposal Management

- Financial Services OBA Component Library

- OBA RAP for Loan Origination

- OBA Composition Reference Toolkit

OBA Sample Application Kits for SAP and PeopleSoft

These Kits are comprised of two new exciting pieces of guidance for Office developers: the OBA Sample Application Kit for SAP v2 and a “Sneak Peak” of the OBA Sample Application Kit for PeopleSoft. They highlight Office 2007 and SharePoint with Visual Studio 2008 Professional and Visual Studio Tools for Office v 3.0. Each kit shows a model Office Business Application but specifically, the OBA for PeopleSoft shows a Human Resources Recruiting scenario and the OBA for SAP shows a Business Travel Package Management scenario.

The Kit for SAP includes:

- Sample code in Visual Studio 2008 solution files

- Installation guidance

- Whitepaper

The Sneak Peak of the Kit for PeopleSoft includes

- A white paper showing a sneak peek of the Sample Application Kit for PeopleSoft

All attendees of the Office Developer Conference received a CD of the kits and the download will be coming soon.

OBA Platform Scenarios

Two important scenarios, Customer Service Request Management and Sales Proposal Document Management, to give Office developers, architects and the sales field the guidance they need to think about the Office platform in terms of collaborative, BI-driven enterprise applications. Both scenarios are built on Office 2007 and SharePoint using Visual Studio 2008 Professional with Visual Studio Tools for Office v 3.0 making use of features such as Open XML, Excel Services, Enterprise Search, the Business Data Catalog, UI customization, Forms Services and more. Each OBA Platform Scenario shows a model Office Business Application which includes the following deliverables:

- White paper

- Sample code in Visual Studio 2008 solution files

- Installation guidance

- MSI’s

- Click-through demos

Financial Services OBA Component Library

The Financial Services(FS) OBA Component Library is large set of OBA components that aim to solve industry concerns in the Banking, Insurance and Capital Market verticals. All OBA components are based on both common financial schemas and standard web service protocols. These production grade OBA components accelerate both custom development and partner purchased solutions as they are in line with FS business process payloads. The Library consists of:

• Architecture Guidance

• Web Casts

• How To Articles

• Scenario based HOLs

• MSDN Virtual Lab

Available as a download on the MSDN Financial Services Portal

OBA RAP for Loan Origination

This OBA Reference Application Pack (RAP) for Loan Origination Systems in Financial Services is a reusable loan architecture factory. The goals of this RAP are to simulate bridging the gap between disparate business capabilities across a heterogeneous banking environment, centralize business rules decoupled with computation logic, and a scalable and robust lending platform. It contains the following pieces of guidance:

ú Architecture Guidance – Whitepapers educating architects how to design, build, deploy OBA’s for LOS.

ú Building Sustainable Banking Architectures

ú Architecting Enterprise Loan Orchestrations and Workflows

ú Architecting Regulatory Complaint Banking Solutions

ú Rich Media – Web Casts and Pod Casts on Reference Architecture

ú Hands on Lab – Scripted application scenario, self paced online training

OBA Composition Reference Toolkit

The OBA Composition Reference Toolkit brings to surface the underlying composition capabilities of the 2007 Microsoft Office system. It integrates seamlessly with the Microsoft Office 2007 System to enable a prescriptive application composition experience for Information Workers to build and deploy Office Business Applications (OBAs) using semantically related OBA Components like Workflows, SharePoint document libraries and lists, SharePoint Pages, Web Parts, VSTO Office Client Add-ins, BI Reports, BI Dashboards etc. The toolkit comprises an OBA Composition Server and an OBA Composer. The OBA Composition Server implements metadata and provisioning services to enable cataloging OBA components, defining semantic relationships between components, defining the bindings between components and LOB systems, and to support deploying OBAs composed by users. The OBA Composer is a WPF application that consumes and uses the services of the OBA Composition Server to enable a rich client and prescriptive user experience for composing and deploying OBAs.

ODC…Less than 1 month away!

Joanna_Bichsel — Tue, 15 Jan 2008 22:01:00 GMT

Well I haven't written in a while because I've been deep in preparation for the Office Developer Conference which I personally think is going to be a blast! If you guys haven't signed, you better soon, because it's going to be an event you definitely don't want to miss. We have:

An incredible set of keynotes by senior Microsoft executives such as Bill Gates and Kurt DelBene
5 technical tracks, ~90 breakout sessions and hands-on labs.
An Executive Track where analysts, Microsoft and industry executives will get together to learn the how and why of Office applications and the competitive advantage offered by them.

The tracks are unique in that they are really on the cutting edge of enterprise technologies and forward thinking. Take a look for yourself:

Check out the ODC Blog for the latest updates. I'll be there doing a session on Building S+S Based Solutions on Office 2007: Integrating Web Services into your Office Business Applications. It'll be based on a solution I wrote about in a book I co-authored called Programming Microsoft Office Business Applications due out in the summer of '08.

On another exciting note, the book I co-authored with Steve Fox, Rob Barker, Adam Buenz, Bhusan Nene, John Holliday and Karthik Ravindran has been published! It's called 6 Microsoft® Office Business Applications for Office SharePoint® Server 2007 and it's a great book written by MS personnel and MVPs showing you how to write OBAs with expert guidance. Pick it up!

Go To Class!

Joanna_Bichsel — Fri, 12 Oct 2007 19:48:00 GMT

Collection 6071: Developing Solutions with Microsoft Office SharePoint Server 2007 and Visual Studio 2005

In this online collection composed of six courses, you will learn how to develop customized Microsoft Office SharePoint Server 2007 solutions. Topics covered within the collection include Enterprise Content Management, Single-Sign On, and InfoPath and Excel services. Additionally, the courses will cover the Business Data Catalog, and Search and Audience Targeting features. These courses will help you prepare for the 70-542 TS: Microsoft Office SharePoint Server 2007 exam.

This offer includes the following:

E-Learning

Course 6072: Managing Enterprise Content by using Microsoft® Office SharePoint® Server 2007 Course 6073: Creating Business Intelligence Solutions by using Office SharePoint® Server 2007 Course 6074: Integrating Business Data by using Microsoft® Office SharePoint® Server 2007 Course 6075: Accessing Application Platform Services by Using Office SharePoint® Server 2007 Course 6076: Searching Data by Using Microsoft® Office SharePoint® Server 2007 Course 6077: Personalizing a Portal by Using Microsoft® Office SharePoint® Server 2007

One Great Conference!

Joanna_Bichsel — Tue, 25 Sep 2007 03:15:59 GMT

What's the single best conference to go to where you'll get up to speed on OBAs and Office 2007 products and technologies?

Microsoft Office System
Developer Conference 2008

Feb 10-13 2008
San Jose Convention Center
San Jose, California

This conference is made for developers and architects who build solutions on the Office platform. For more info, check out www.odc2008.com.

Hope to see you all there!

SAP integration with MOSS

Joanna_Bichsel — Tue, 25 Sep 2007 02:49:00 GMT

There is a lot of really powerful integration between SAP and MOSS and the awareness about this is really, for some reason, quite low. We've talked about integrating LOB data into SharePoint with the Business Data Catalog but there are some specific capabilities to SAP when brought together with SharePoint that make an enterprise solution rich, user-friendly, and seamless.

To give you a quick overview of the BDC, it's a way to bring LOB data into SharePoint without writing any code. You just define your entities with an Application Definition File (ADF – of type XML file) which you upload into the SharePoint Central Administration and then reuse throughout your portal as a shared service. You can then surface that LOB data as SharePoint lists, web parts, enterprise search, lists, user profiles and custom applications. It uses either SOAP to connect to the LOB system if it's a traditional one like SAP, or ADO.NET if it's a database system like SQL. In my previous blog post, I mentioned that the latest version of the SDK made available a tool for authoring the ADF file so that you no longer have to work with straight XML.

How does this register with the SAP web services? The ADF corresponds to the WSDL file of the SAP web service and it must also reference a Single Sign-On application that will manage the credentials of the users. The ADF is then imported into the BDC and once the application is registered, the data can be surfaced in the ways I mentioned above, displaying data from the backend SAP system.

So what's so special about SharePoint integration with SAP? First of all, SharePoint has special page redisplay so you can display SAP data inside WebParts residing in SharePoint or custom ASP pages. iViews in SAP are hosted in WSS iView WebParts.

One application here would be to show employees in their mySites a view of pending SAP expenses reports.

A few other integration options:

You can use WSRP if you want to create a custom look and feel to your view. It's preferable to URL wrapping since it's a true web service and not simply another system's HTML.
You can display entire BSPs in web parts. HTTP or HTTPS is used to access the application across the network so firewalls and proxy servers can be used. SAP portal is not required to execute BSPs.
Accessing SAP data using services and bringing it into WSS or the client (e.g. through Enterprise Search, lists, in the client in a custom task pane or custom apps)
Surfacing SAP data for analysis – this involves exporting SAP data into a warehouse and then consuming the warehouse using Excel pivotCharts, Excel Services and dashboards

If you'd like to look into a few more resources on this topic, check out the following:

Resources for Interoperability with MOSS

White paper on Integrating MOSS and SAP

White paper on Integrating SAP BSP in to SharePoint

White paper on How to integrate WSS and Exchange into SAP Enterprise Portal

Authoring with the BDC just got EASIER!

Joanna_Bichsel — Thu, 23 Aug 2007 22:51:00 GMT

The latest and greatest MOSS SDK release just went LIVE with an exciting new tool: The BDC Application Definition Editor! This tool abstracts the way you create entities in the Application Definition File by giving you an easy to use UI.

Features include:

Underlying XML is abstracted by the design surface and properties window
Drag and drop web methods, tables, or views to create line of business (LOB) connections.
Entities and methods are created automatically from database metadata and WSDLs.
Additional method instances can be added to further enhance the DB or WS connection.
Method instances can be tested from within the tool, enabling incremental development of LOB connections

Currently, writing an application definition to connect the BDC to a LOB system is a manual process. This requires an understanding of both how the LOB system is configured and what must be included in the XML to satisfy the BDC. Having a tool to simplify this process not only lowers the initial knowledge threshold for administering the BDC, it also lessens the required work of the user (such as testing, making modifications, etc.).

The tool has been designed to assist in the lifecycle management for Application Definition files. It enables searching over databases and web service-based repositories, as well as the connection for BDC web parts in MOSS.

Highlights:

Tool supports Databases (SQL, Oracle, OLEDB, and ODBC) and Web Services
Drag and drop design surface for selecting DB tables or web methods
Metadata is automatically extracted from Databases by dragging and dropping tables
Web Services require a few additional steps to completely configure the connection
Users can import and export Application Definition XML files
Users are able to test method instances incrementally from within the tool
The tool is not required to run on a Web Front-End
Associations are created automatically when foreign keys are selected; they can also be created easily for web services by adding an Association method instance

What else is included in the SDK?

MOSS 2007 SDK 1.2. Includes Conceptual and Class Library Reference documentation, Web Services documentation, and Developer Tools and Samples for MOSS and WSS. See below for a detailed breakdown what's new in this release. http://www.microsoft.com/downloads/details.aspx?FamilyId=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en
WSS 3.0 SDK 1.2. Includes Conceptual and Class Library Reference documentation, Web Services documentation, and Developer Tools and Samples for WSS technology only. See below for a detailed breakdown what's new in this release. http://www.microsoft.com/downloads/details.aspx?familyid=05E0DD12-8394-402B-8936-A07FE8AFAFFD&displaylang=en

New Tools Included with the MOSS SDK:

We rounded out our tool set in this release to include developer tools and samples for the following areas of MOSS development. New tools and samples are in bold.

Business Data Catalog Samples and Utilities:

Microsoft Business Data Catalog Definition Editor

Sample Pluggable SSO Provider

WSHelloWorld Web Service

WSOrders Web Service

Excel Services User Defined Function Sample

WSOrders Custom Proxy Sample

Amazon Web Service Sample

AdventureWorks Metadata Samples

SAP Sample

Document Management and Content Processing Samples:

Comment Scrub Document Converter

Term Replacement Document Inspector

Search Samples:

Sample Protocol Handler

Custom Content Source

Records Management and Policy Samples:

De-Duplication Router

Document Integrity Verifier

Records Center Web Service Console Application

Search, Collect, and Hold Tool

Sample Custom Barcode Generator

IRM Document Protector

Workflow Samples:

Custom Workflow Report Query Generator

Custom Workflow Report XLSX Injector

Visual Studio Workflow Templates

Enterprise Content Management Workflow Activities

List Item Activities

Hello World Sequential Workflow

State Based Approval Workflow

Modification Workflow

Replication and Contact Selector Workflow

Intersystem Purchase Order

Confidential Approval Workflow

Group Approval Workflow

Approval Workflow Sample

Multi-Stage Workflow

Server-side Collect Signatures Workflow

Custom User Site Provisioning Solution

Joanna_Bichsel — Fri, 10 Aug 2007 07:51:10 GMT

The white paper and code sample for Creating a Custom User Site Provisioning Solution with Microsoft Office SharePoint Server 2007, written by Sonya Zidek, is now live and up for grabs!

Here's a short summary:

This white paper examines some of the new capabilities that are built-in to the Microsoft Office SharePoint Server 2007 Enterprise Edition, which enable business process automation and simplify the business process. This white paper demonstrates the tight integration between the MOSS portal, including InfoPath Forms Services and the Business Data Catalog, as well as the various other Office System 2007 applications and features, including InfoPath 2007 and SharePoint Designer 2007. In addition, this solution illustrates how programmatically accessing and manipulating various MOSS components, such as the Member group and user permissions, as well as the BDC and legacy LOB data sources with the SharePoint APIs that are provided out-of-the-box, enables this type of business process automation. The automation was developed primarily using Visual Studio Tools for Office 2007 Second Edition and the Visual Studio 2005 Extensions for Windows Workflow Foundation. Additionally, traditional .NET console and Windows Forms applications can be developed to make use of the SharePoint and Office System 2007 APIs that will also facilitate the automation and simplification of business processes within the enterprise.

Please note that while the download of the code sample and white paper is now available, the article is still on its way and won't be available for another week or so.

HOLs to the Masses!

Joanna_Bichsel — Wed, 08 Aug 2007 04:23:00 GMT

I know I'm a little late announcing this, but I still wanted to get this out there. There are some great new Virtual Hands-On Labs available on MSDN, especially some really cool new VSTO ones:

Speaking of VSTO, I recently did a podcast for the VSTO blog with Steve Fox, a Program Manager on the VSTO team and fellow Canadian. Take a listen while we talk about the What and Why of OBAs, Office as a development platform, and an example of a solution that we worked on together.

Need Help?

Joanna_Bichsel — Mon, 09 Jul 2007 23:50:00 GMT

Over the past few weeks while enjoying the summer weather here in Seattle (finally!), I've been busy fly fishing and preparing for a new puppy. I'm not really good at either and so I've been spending a lot of time looking through resources trying to get better. This has got me thinking about the next blog post I should write (ironically enoughJ). There's a lot to learn with all of the new products, servers and services in Office 2007. In fact, this is our biggest release of Office ever. So to help you all out, I thought I'd share my favorites:

Microsoft Office Interactive Developer Map:

Built on WPF, the great part about this is that it is completely interactive. If you want to dive deeper into a product or technology, you just click on the area and you get links to the dev features on MSDN, key namespaces, list of reference documentation, community resources and more. It's really an awesome resource. Here's a screenshot:

And here's an example of what it looks like when you click on Excel Services, for example:

You can download the Interactive Developer Map from here.

OBA Sites:

Right out of the oven, we have www.obaCentral.com and also www.msdn.microsoft.com/oba.

Other Office 2007 Sites:

Office Developer How-To Center – My favorite site to learn how to extend Office 2007 with a variety of tools and technologies. Provides short videos, articles and code snippets.

VSTO 2005 Developer Portal

VSTO 2005 SE Page on the VSTO Developer Portal

VSTO 2005 SE Download Page

Office 2007 SDK

Office SharePoint Server 2007 SDK

Office Developer Webcasts

How Do I? Screencasts

XML File Formats

Ribbon User Interface

Office Learning Portal: Free training, e-learning, books and skills assessments