20071204 Arc Ready Office As A Platform

1. David ChouDavid Chou
[email protected]@microsoft.com
ArchitectArchitect
Office as a PlatformOffice as a Platform

2. Business Agility
Software applications that can be composed in days
(not months) to accommodate business needs and
ad-hoc processes
Usability
Make functionality an integrated part of user
experience within tools users already know
The Long Tail
Small companies can’t afford to build custom software
and still address business needs
Greater Access
Providing software capabilities to enable all users to
make better decisions (not just executives)

3. Cost of Application Building
Speed of business
Increasing complexity
Duplication of effort
Backlog
Last Mile
Where people work
Collaborative flow of business
Reducing overload
Capitalizing on your SOA
Empowerment with oversight
Distributed app development
Simplifying access
Supporting the business
Managing accountability
ServicesServices
Sales
Portal
HR
Web
Supply
Chain
Internet
Sales

4. “User is cold from sleeping outside”

5. “User is cold from sleeping outside”

6. Applications assembled by reusing
existing data and logic to solve a business
problem
Tenets
Reuse*
Agility
Task-based
Loose coupling
Good artists copy, great artists
steal.
—Pablo Picasso

8. A web service is a program/component
you interact with by exchanging messages
Services are built to last
Availability and stability are critical
A composite application is a set of
components and services cooperating in a
given task
Applications are built to change and evolve
Adapt to new services after deployment

9. Web Web
ServiceService
RenderingRendering
Application StorageApplication StorageShared ServicesShared Services
Rigid Business Logic and ProcessRigid Business Logic and Process
Information SharingInformation Sharing
Ad-Hoc WorkflowAd-Hoc Workflow
Unstructured Unstructured
DataData
Data Data
WarehouseWarehouse

10. Moving to a composition architecture requires a
fundamental shift in thinking
You don’t have to write code for everything
Look for patterns of reuse
Look for products that provide services and allow for
composition
Be careful—an inventory of software assets by itself does
not enable composite applications
Requires a platform with capabilities
for composition
Assets must be components
Platform must provide containers

11. Application TierApplication Tier
(Business Transactions and Process)(Business Transactions and Process)
Data TierData Tier
(Data Management, ACID, Reporting)(Data Management, ACID, Reporting)
Presentation TierPresentation Tier
(User Experience)(User Experience)
T
o
o
ls
T
o
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ls
ISSUE!

12. Participants: people, roles
Flow style: flexible, dynamic
Data: unstructured, documents
Participants: apps, services
Flow style: prescriptive,
protocols
Data: structured, transactional
Information Worker
Document Review…
System WorkflowHuman Workflow
Business to Business
Supply Chain Mgmt…
Line of Business Apps
Quote to Cash, Sales Automation…
CRMERP

14. Create
Lead
Qualified?
Retire
Lead
Create
Opportunity
Create
Quote
Closed?
Complete
Sale
Create
Invoice
CRM ERP
Get specs
from
customer
Validate
specs with
Tech Sales
Estimate
custom
design
Cost out
the
solution
Decide
discount
strategy
Assemble
proposed
response
Approve
proposed
response
Unstructured
Structured

15. Estimate
custom
design Unstructured
Create
Lead
Qualified?
Retire
Lead
Create
Oppt’y
Create
Quote
Closed?
Complete
Sale
Create
Invoice
Get specs
from
customer
Validate
specs with
Tech
Sales
Cost out
the
solution
Decide
discount
strategy
Assemble
proposed
response
Approve
proposed
response
Structured
Office Business Applications
“Classic” Enterprise Applications
Estimate
custom
design Unstructured
Office SharePoint Server
Word Excel Outlook InfoPath

16. Secured, Well-Managed InfrastructureSecured, Well-Managed Infrastructure
A platform built to bridge the results gap

17. >What is OBA
•Using the 2007 Office System as a platform to build
composite applications
Reach into LOB systems (via BDC)
Provides assets as components & enables platform
containment
Supports both end-user and developer re-use
•Office 2007 Clients
•Office Share Point Server 2007
>OBA is not..
•A product
•Simple Office clients
Line-of-
Business
Applications
Microsoft
Office
System
OBAs

18. >Office Clients
•Open XML Format
•Extensible User Interface
•Enhanced Add-in Model
•.NET Programming Model
•Word (richer custom XML, building blocks,
document parts, XML binding)
•Excel (connect directly to SQL Analysis
services, new cube functions for OLAP data
access, visualization, server functionality)
•Outlook (unified object model, forms,
security, performance)
•InfoPath (server based forms support,
managed object model, VS integration)
>Office System Server
•Excel Services
•InfoPath Forms
Services
•Enterprise Search
•Content Management
•Business Intelligence
•Workflow
•Business Data Catalog
•Website and Security
Framework

19. LOB Apps, data LOB Apps, data
warehouse, warehouse,
trading partners, trading partners,
etcetc
Tools
V
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l

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T
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f
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O
f
f
i
c
e
…
2007 Office system clients
Office SharePoint Server 2007
Office Office
Business Business
ApplicationsApplications
MicrosoftMicrosoft
Office SystemOffice System
DynamicsSAP
Content
Management
Unified Communication &
Collaboration
Business
Intelligence
E
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e

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2
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7
Of
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Com
munic
a
tions

Se
r
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er 2
0
0
7
SiebelLOB
Dynamics Duet ISV OBAs Custom OBAs
• Search
• Workflow
• Business Data Catalog
• Website & Security Framework
• Excel Services
Open XML File Formats & Extensible Fluent Interface

20. Productivity TierProductivity Tier
(Manage ‘Rhythm of the Business’)(Manage ‘Rhythm of the Business’)
Data TierData Tier
(Data Management, ACID, Reporting)(Data Management, ACID, Reporting)
Presentation TierPresentation Tier
(User Experience)(User Experience)
T
o
o
ls
T
o
o
ls
Accounts for
ad-hoc and
human
interactions
Application TierApplication Tier
(Business Transactions and Process)(Business Transactions and Process)

21. Document Library & Forms LibraryDocument Library & Forms Library
KPIs, DashboardsKPIs, Dashboards
SharePoint Lists, ActionsSharePoint Lists, Actions
Search ServicesSearch Services
Identity StoreIdentity Store
Data StoreData Store
Data WarehouseData Warehouse
Outlook, Excel, InfoPathOutlook, Excel, InfoPath
Sites, Pages, Web PartsSites, Pages, Web Parts
SharePoint DesignerSharePoint Designer
Visual Studio Tools for Visual Studio Tools for
OfficeOffice
SharePoint Site TemplatesSharePoint Site Templates
SharePoint DesignerSharePoint Designer
Visual StudioVisual Studio
SharePoint Admin ConsoleSharePoint Admin Console
SQL Management StudioSQL Management Studio
Excel ServicesExcel Services
Business Data CatalogBusiness Data Catalog
Workflows & Business ProcessesWorkflows & Business Processes

22. Collaboration Collaboration
Server &Server &
Composite Composite
AppApp
ServerServer
Productivity Productivity
ToolsTools
&&
Web Web
BrowerBrower
BPMBPM
&&
SOASOA
ConnectorConnector
LOB Apps:LOB Apps:
ERPERP
CRMCRM
SiebelSiebel
SAPSAP
OracleOracle
Etc…Etc…
UpdatesUpdates
Add-InsAdd-Ins
XML FormsXML Forms
Web Web
ComponentsComponents
TemplatesTemplates
Read Read
PresentationProductivityApplication Data

23. Office Office
SharePoint SharePoint
Server 2007Server 2007
OfficeOffice
Productivity Productivity
ToolsTools
&&
Internet Internet
ExplorerExplorer
BizTalkBizTalk
&&
BDCBDC
ConnectorConnector
LOB Apps:LOB Apps:
ERPERP
CRMCRM
SiebelSiebel
SAPSAP
OracleOracle
Etc…Etc…
UpdatesUpdates
Add-InsAdd-Ins
XML FormsXML Forms
Web Web
ComponentsComponents
TemplatesTemplates
Read Read
PresentationProductivityApplication Data

24. Windows Vista
Windows Server 2003
Office SharePoint Server 2007
Active Directory
SQL Server 2005
Client
Server
Enterprise Search Excel Services
Windows SharePoint Services
RolesWorkflow Version Control
Security CollaborationWeb Parts
Object Models, Web Services, Event Handlers
Document
Libraries
BizTalk Server 2004
LOB Applications
Accounts Payable
and Receivable
Systems, ERP etc.
Office Enterprise Edition 2007 Internet Explorer
Dashboard
(KPIs, Cash
Balance, Targets)
Word 2007
(PivotTable
Reports)
Outlook 2007
InfoPath 2007

25. >Information Workers
•Ease of use
•Improve collaboration and access
>Developers
•Reduce development costs; faster time to market
•Focus on innovation, not maintenance
>Organizations
•Leverage existing assets
•Enhance business process automation and visibility
•Improve productivity and business performance
>ISVs
•Increase audience reach

26. Composite Applications
Look for patterns of reuse
Look for products that provide services and allow
for composition
You don’t have to write code for everything
Remember the productivity tier – sometimes less is more
Platform Selection
Rich Productivity Client
Collaboration and Composition Server
Enables productivity tier
Provide patterns of reuse
Provides services and allows for composition
Example: 2007 Office System

30. Microsoft Dynamics CRM

31. eBay Outlook Integration

32. Dassault PLM Word Integration

33. CAPABILITY
BI and Portals
KEY OFFICE 2007
TECHNOLOGIES USED
Excel
Exchange
Outlook
SharePoint Server
Word
XML file format
Virtual Earth
Real Estate Performance Management: Creating visibility across the real estate lifecycle to deliver
revenue growth, cost reduction and compliance
Accruent Outlook Integration

34. CAPABILITY
BI and Portals
KEY OFFICE 2007
TECHNOLOGIES USED
Excel
Pivot tables
XML file format
Custom ribbon/task pane
Analysis /
Reporting Services
Fractal Maps for Office 2007: Award-winning data visualization system made readily available to
all information workers for the first time
Fractal Edge Excel Integration

35. LeaveLeave
ManagementManagement
Reports &Reports &
AnalyticsAnalytics
Time Time
ManagementManagement
OrganizationOrganization
ManagementManagement
Sales Sales
ManagementManagement
Travel Travel
ManagementManagement
DemandDemand
PlanningPlanning
Purchasing Purchasing
ManagementManagement
RecruitmentRecruitment
ManagementManagement
Budget Budget
MonitoringMonitoring
Enabling seamless access to SAP through
Microsoft Office

36. SAP Outlook Integration

37. Server FrameworkServer Framework
SAP Business SuiteSAP Business Suite

38. Duet Server/s
Duet Client Framework
and Services
SAP Backend
Application &
Metadata
Management
Item handler
Service Routing
User and Role
Management
Single Sign On
Exchange 2003
Active Directory
Client
SQL Express
(Caching)
Microsoft Office Professional
2003 & 2007
.NET 2.0
SQL Server 2005
Metadata Repository
Windows Server 2003
Message Forwarding
Application Deployment
Role Synchronization
NetWeaver 04
Event Handler
Services
Apps
Publishing
Services
SAP Systems
mySAP ERP 04/05
mySAP CRM
mySAP SRM
mySAP SCM
NetWeaver BI/BW
Enterprise SOA
Deployment
Services
Application Web Services
Request Handler
and
Authentication
Service Composition

40. Server FrameworkServer Framework
Integration Integration
ArchitectureArchitecture
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43. Contextual Ribbons
Tight Integration with Office with Task Panes and Ribbons
Application-level add-ins
.NET Managed code extensibility

44. Calculated
data and
charts
Browser
Spreadsheets rendered in web parts
Set parameters, sort, filter, drill to explore
and view the right data
High fidelity to Excel client
Custom Applications
Set values, perform calculations, get
updated values via Web Services
Retrieve full workbook file
Spreadsheets/
Calculated data
Spreadsheets stored in document
libraries
Spreadsheet calculation
and rendering
External data retrieval
and caching
Office SharePoint Servers
& Excel Services
Spreadsheets
Excel 2007
Design and author
Open in Excel for rich exploration
and analysis
Open snapshots
Spreadsheets/snapshots
Excel 2007

45. SQL Server, Oracle, OLEDB, ODBC
Metadata
BizTalk, SAP, Siebel, Legacy, …
Profile StoreSearch IndexList store

47. TabTab
GroupGroup
RibbonRibbon
ControlControl
Ribbon Customization
Outlook custom form regions
Actions Pane
Extend Office Documents

49. Custom ribbon Custom tab
Custom
task pane
surfacing
data via the
Business
Data
catalog
(BDC)
Adding PO Management using VSTO

50. Create Outlook Add-in project in VSTO with ribbon C# code &
ribbon XML

51. RosettaNet
schema for
Purchase
Order
Design the forms by importing XML schema into InfoPath

52. Binding a date
picker control to
a date field in
the schema
Dragging UI controls and binding to schema elements

53. Form onLoad event
VSTO adds code behind to pre-populate the form

54. 1.1.Small company has actuary who Small company has actuary who
determines insurance formula in Exceldetermines insurance formula in Excel
2.2.Team of salespeople call into central office Team of salespeople call into central office
to obtain quotes for customers—not idealto obtain quotes for customers—not ideal
3.3.Formula is sensitive—don’t want IP getting Formula is sensitive—don’t want IP getting
outout
4.4.Need a better solution…but don’t have Need a better solution…but don’t have
loads of $$loads of $$
Insurance Quote Application

73. Presentation TierPresentation Tier
Outlook 2007Outlook 2007
(Consume)(Consume)
Application TierApplication Tier
Excel ServicesExcel Services
Presentation TierPresentation Tier
Excel 2007Excel 2007
(Contribute)(Contribute)
Data TierData Tier
SQL ServerSQL Server
Productivity TierProductivity Tier
SharePoint Document LibrarySharePoint Document Library
SharePoint Server 2007SharePoint Server 2007
Web ServicesWeb Services
Web ServicesWeb Services
Solution Architecture

75. >Supply Chain Collaboration
>Retail Store Manager Dashboard
>Financial Services, Loan Origination System
>Price optimization with SAP
>HealthCare Scenario
>Manufacturing Plant Floor Operations (June
2007)
>Public Sector Citizens Portal (June 2007)

76. Solution for unification of lending channels, disjointed or redundant
workflows and automation of lending approval processes.
>Includes
•A reference solution and a reference implementation
•Architecture Guidance
•Scenarios for collaboration between the brokers and lenders
with a retailer, and then extending back thru a manufacturer and
a supplier
•Solution bits (website & SharePoint templates, .NET assemblies, web
services, reference data, scripts, BDC XML, etc.)
>Requires
•Platforms – 2007 Office System, MOSS 2007, BizTalk 2006,
SQL Server 2005, Windows Server 2003
•Tools – Visual Studio 2005, Visual Studio Tools for Office, Office
SharePoint Designer 2007

77. OBA Developer Center
http://msdn.microsoft.com/oba
Office Developer Center
http://msdn.microsoft.com/office
Reference Application Packs
Supply Chain Management
http://msdn2.microsoft.com/en-us/architecture/aa702528.aspx
Retail Store Operations
http://msdn2.microsoft.com/en-us/architecture/aa905316.aspx
Financial Services - Loan Origination System
http://msdn2.microsoft.com/en-us/architecture/bb265266.aspx
Price Management
http://msdn2.microsoft.com/en-us/architecture/bb467601.aspx
HealthCare – Health Plans (CERA)
http://msdn2.microsoft.com/en-us/architecture/bb530326.aspx
Manufacturing Plant Floor Analytics
http://msdn2.microsoft.com/en-us/architecture/bb643797.aspx
Public Sector E-Forms Processing
http://msdn2.microsoft.com/en-us/architecture/bb643796.aspx
OBA Community Portal
http://www.obacentral.com
Office Developer Conference
Feb. 10-13, 2008 – San Jose, CA
http://www.odc2008.com

78. Questions? Feedback?
Please fill out your evaluations
>SoCal Architect Community
http://socalmsft.com
http://blogs.msdn.com/socalarchitect (team blog)
http://davidcchou.com (my blog)

79. © 2007 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.

80. R
e
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W
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C
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s

82. VSTO 2005 + VSTO 2005
SE
VSTO 2008
Ribbon
(Word 2007, Excel 2007, PowerPoint 2007,
Outlook 2007 add-ins only)
Simplified hookup
Sample XML
Simplified hookup
Sample XML
Visual designer
Richer programming layer
Export-to-XML option
Actions Pane
(document-level projects only)
Word 2003 (doc, dot)
Excel 2003 (xls, xlt)
Word 2003 docs (doc, dot)
Excel 2003 (xls, xlt)
Word 2007 (docx, docm, dotx, dotm)
Excel 2007 (xlsx, xlsm, xltx, xltm)
Custom Task Pane
(Word 2007, Excel 2007, Outlook 2007,
InfoPath 2007 and PowerPoint 2007 add-
ins only)
Simplified hookup
Visual designer
Simplified hookup
Visual designer
Outlook Form Region
(Outlook 2007 only)
Visual designer
Configuration wizard
Import from existing
Supported Development Scenarios

83. Custom ribbons can expose additional
custom functionality in the Office 2007
clients allowing users to access LOB data
Either directly using the different controls (e.g.
control gallery)
Windows forms
By activating a custom task pane exposing the
data
Intelligent Documents

84. Can deliver additional data to the user to act upon or
integrate within the Office documents
OBA Intelligent Document Pattern
Two Types
Actions Pane
Associated with a specific
Word or Excel document
Custom Task Pane:
The same general idea as
Actions Pane, only on the
application add-in level,
not individual doc
Task Panes

86. Features of Office OpenXML

87. File Container
Document Properties
Comments
WordML / Spreadsheet ML
Custom XML
Embedded Code
Images / Video / Sound
User view: single Office file
Document Parts
Most parts are XML
Each XML part is a discrete component
Can add, extract and modify
individual parts without using
Office programs
Corruption of any part would not
prohibit the file from opening
Developer view: modular file
OpenXML Formats Architecture

88. Formed by 40 companies to share developer
information about the Office Open XML file formats
Articles with full source code for C#, VB, Java, XSLT
Forums for posting technical questions
OpenXmlDevelopers.org

89. Part of Windows Presentation FoundationPart of Windows Presentation Foundation
Installed with .NET 3.0Installed with .NET 3.0
Requires .NET 2.0 RuntimeRequires .NET 2.0 Runtime
Enables package manipulation forEnables package manipulation for
Office Open XML File FormatsOffice Open XML File Formats
XML Paper Specification FilesXML Paper Specification Files
Any Open Packaging Convention filesAny Open Packaging Convention files
Components of System.IO.Packaging

91. Mostly client focused and uses contextual
information to determine UI composition
Static
Dynamic
Enabling technologies
Add-ins
Ribbon Extensions
Custom Task Panes
User Profiles and
Audiences
Context Driven Composite User Interface Pattern

92. View assembling component parts from the
same or different LOB systems that
cooperatively interact to provide rich
capabilities
Enabling technologies
Web Parts
Custom Lists and
Libraries
Custom Application
and Site Pages
Mesh Composite View Pattern

94. Documents stored in SharePoint
containers can be involved in a workflow
to get them approved
Business data can be delivered or
captured in electronic format using
InfoPath 2007 forms and triggering
workflows
LOB Initiated Document Workflow Pattern

95. Guidance in more complex scenarios
Two approaches

ombining the LOB initiated
document workflow pattern
and other OBA patterns such
as the intelligent document
pattern

evelop a workflow specific
to the problem domain that
interacts with the LOB
system and enriches the
workflow executing on
SharePoint
Cooperating Document Workflow Pattern

97. Find the business data you need and be able
to use and act upon that data
Microsoft Office SharePoint
Server 2007 Index Engine
can crawl business data
accessible via Business Data
Catalog
Search results can be
delivered in highly
customized manner
OBA Discovery Navigation Pattern

100. Additive UI enhances Outlook’s built-in forms
Adjoining and Separate Regions for both
custom and built-in forms
Regions are created in Outlook Forms
Designer
Forms solution implemented via Add-in
Deployment via Windows registry

101. New Outlook controls added to toolbox
Category Strip and Button
Contact Photo
Electronic Business Card Preview
Scheduling Free/Busy
InfoBar
Date and Time Picker
Check, Option, Edit, Label, Frame (MSForms)
Outlook controls are themed
Controls continue to support databinding
Event support for controls