Lotus Symphony has matured quite a bit the past year, but are you taking full advantage of it in...

2. BP305: The Document Format Dance

3. Before we begin

Please turn off/set to vibrate/mute all Cell Phones Pagers Computers Please remember to fill out your evaluations

4. Who are we?

John D. Head

Director of Enterprise Collaboration at PSC Group, LLC

Involved in Lotus technology since 1993

Speaker

Over 30 sessions at Lotusphere since 1996

Speaker at Lotus Developer and ILUG conferences

Author

Advisor Magazine and other publications on Office and SmartSuite integration with Notes

LotusUserGroup.org contributing Author and Forum moderator

www.johndavidhead.com

5. PSC Group, LLC

IBM Premium Business Partner for 18+ Years

Microsoft Managed Partner

Notes & Domino 8.5 Design Partner

Host of IdeaJam.net

Former Host of OpenNTF.org

Winner of 2007 & 2009 Lotus Awards!

Host of the following blogs:

Ed Brills(www.edbrill.com)

Alan Lepofskys Notes Tips(www.alanlepofsky.net)

Alan Gartenberg - Sametime(www.adamgartenberg.com)

Domino Server Team (www.dominoblog.com)

Lotus Connections Team

(synch.rono.us)

Chris Pepin IBM CTOs Office ( www.chrispepin.com )

Lotus Usability (Mary Beth Raven) (www.notesdesign.com)

6. Agenda

Why do I care about Document Formats?

Breaking Down the Formats

ODF

OOXML

PDF

Who is using these?

How Lotus Software uses The Document Formats

Development with The Document Formats

ODF

OOXML

PDF

Futures

7. Application Automation vs Document Generation

Application Automation is when one application, such as Lotus Notes, automates the actions of another application, such as Microsoft Word or Lotus Symphony

Document Generation is when a document is generated by an application, such as Lotus Notes or Domino, without the required creation application present

8. Why do I care about Document Formats?

The era of the closed document format is rapidly coming to an end

Your customers want documents they can read and/or edit

Worldwide adoption for document formats is accelerating

NATO

Netherlands

Belgium

Finland

France

Norway

Japan

Germany

Malaysia

Slovakia

9. Document Formats in the US

The State of Massachusetts is leading the way for US government adoption

"It is an overriding imperative of the American democratic system that we cannot have our public documents locked up in some kind of proprietary format, perhaps unreadable in the future, or subject to a proprietary system license that restricts access."

Eric Kriss, Secretary of Administration and Finance, State of Massachusetts

ODF and Office Open XML formally endorsed for public records

10. How does this impact me?

All of the software you use or develop for is moving to standard document formats

Including Lotus software such as Notes, Domino, and Symphony

The age of application automation may come to an end

The age of document generation will take over

XML is the foundation of all three major formats

You can use XML to build any of these files without any reader/writer software installed

This enables new applications and development methods not available until this movement

11. How and Why are you Generating Documents?

Are you integrating application automation or document generation into your applications

12. Breaking Down the Formats

Three document formats in the marketplace today

ODF

OOXML

PDF

At the core of all three formats is XML

All three support read-only and editable functionality

PDF is the clear winner for read-only implementations

All three formats are now in the hands of standards organizations

Microsoft and IBM are the two most active companies in these standard orgs

2007/2008 was the time of drama ... let's move on

13. ODF

Open Document Format

Created by Sun for StarOffice/OpenOffice.org

Standard run by the OASIS industry consortium

Technical Committee run

ISO Certified

Version 1.1 is current

http://docs.oasis-open.org/office/v1.1/OS/OpenDocument-v1.1.pdf

Version 1.2 is coming in 2009

14. OOXML

Office Open XML

Created by Microsoft for Office 2007

ECMA standard in 2006

ECMA-376

ISO/IEC standard in 2008

ISO/IEC 29500

Heavily contested certification and voting period

15. PDF

Portable Document Format

Created by Adobe in 1993

Submitted to ISO in late 2007

Became ISO 32000-1:2008 on July 1, 2008

Current Version is PDF 1.7

Built in support for Encryption

Built in support for Digital Rights Management (DRM)

16. Who is using ODF?

OpenOffice.org

StarOffice

IBM Lotus Symphony

Google Docs

Koffice

NeoOffice

Corel WordPerfect Office X4

AbiWord

SoftMaker Office

Zoho

Mac OS X 10.5 with TextEdit and QuickLook

Microsoft Office 2007 SP2 (2009)

17. Who is using OOXML?

ECMA-376

Apple iWork 08

Apple iPhone

Apple TextEdit

WordPerfect Office X4

DataVis Documents to Go

Office 2007

Office 2000, XP, 2003 thru addon

Office 2008 for the Mac

NeoOffice

OpenOffice 3.0

Zoho

ISO/IEC 29500:2008

Microsoft Office 14

Open XML Format SDK

PowerTools for Open XML

Lotus Symphony Future

18. Who is using PDF?

Adobe Acrobat Reader and Authoring Tools

Foxit

Mac OS X

Multiple versions of Linux

OpenOffice.org

Microsoft Office 2007 (with a free add-on)

Wordperfect 9 and above

PdfTeX

DocBook

19. What will I have to do?

Every company will have to select a read-only and editable document format to standardize on

Document format decision should be made based on

Governmental requirements

Customer demand

Application Availability

Reality You should be using PDF today for all read-only document distribution

20. Lotus Software and ODF

Lotus Symphony supports ODF 1.1

ODF 1.2 support coming in 2009

No formal support for Notes, Domino, or the add-on products

21. Lotus Software and OOXML

IBM Lotus Notes 8.0.2 and higher has viewers that allow preview of Office 2007 files

Lotus Symphony will have Office 2007 open capability in 2009

22. Lotus Software and PDF

Symphony saves natively to PDF

Carry over from OpenOffice.org

No formal support of PDF within Notes, Domino, or the add-on products

PDF libraries can be integrated with Notes and Domino solutions

23. Customer Case Study #1

Client creates presentations for their clients to use as selling tools

Builds hundreds of PPTs with over 400 slides four times a year

The process

Data Received from 3rd Party

Imported into Excel

Manually Edited and Formatted

Charts Copied into PPT

24. The Problem

4 times per year increasing to 13 times per year

Self reported data moving Automated data collection

order of magnitude increase.

Manual Creation No Longer Possible without adding a Small Army

SLA with customers required turnaround of deliverables within days

Too many steps to get to the client deliverable.

25. The Solution

Leverage OOXML and PowerPoint to generate their Product on the fly

Eliminate import to Excel

Eliminate manual copy and paste of charts and Graphs from Excel to PowerPoint

Process order of magnitude more data

Create a rules engine to administer rules and scenarios

28. The Result

200 presentations are created each batch

Each presentation consists of 440 slides including 372 charts/tables

29. System Overview

30. Content Creation Solution Details

Web based toolset to allow user to create a presentation dynamically

Template is a single master slide that provides overall presentation theme

All content and configuration for slides and presentation reside in database, or other external data sources

Provide scripting for custom formatting for tables/charts

31. Case Study #2

Solution for Zain Africa Challenge

Winner of the 2009 Lotus Award for Best Philanthropy Solution

Provides Education Opportunities to University Students

Over $1 Million Prizes, Travel Grants, and Education Materials provided

Season 3 just began!

32. The Details

Universities in Ghana, Nigeria and Sierra Leone join those in Kenya, Malawi, Tanzania, Uganda and Zambia, bringing the field to over 100 eligible universities in eight countries.

Each country will hold National Qualifying Tournaments.

The top 32 national teams will advance to the International Championship & Festival in Kampala, Uganda in February, 2009.

31 programmes from the International Championship will be broadcast throughout Ghana, Kenya, Malawi, Nigeria, Sierra Leone, Tanzania, Uganda and Zambia.

33. The Problem

Content Authors in every country and the United States

Bandwidth issues made Rich Client or Web authoring and editing difficult for some users

Detailed reports of content patterns required to ensure proper balance and accuracy

Support multiple productivity editors no control of what software the various editors would be using

34. The Solution

Generate Reports in ODF on the Domino Server

Spreadsheets with calculations

Documents with Rich Text from a Notes application

XML for the television teleprompter and display applications

Store files in a Domino application

Viewed from Notes 8 Standard Client via Symphony

Viewed from web application via Google Docs

Viewed from mobile devices via native viewers

35. System Overview

36. The Results

Over 1000 Documents Generated

Reports

Scripts

Telepromter Data Files

Documents generated without user involvement

No client software required

All users had access to reports

No matter their client

No matter their bandwidth

37. The Barriers to Document Generation

Extremely Difficult to work with XML

ODF & OOXML Toolkits are both immature

Average Lotus Notes/Domino Developers do not want to work with raw XML

Notes/Domino developers are comfortable with Scripting languages

LotusScript

Visual Basic

VBA

What we need is something between the XML & Toolkits and the documents

38. PDF Demo #1

SimplePdf

From OpenNTF.Org

Managed by Olli Kmrinen

http://www.openntf.org/Projects/pmt.nsf/1af5f59bae92986c85256bae000f898c/47643bca4cd706788625751f0071e023!OpenDocument

39. PDF Demo #2

PDF IT

From OpenNTF.Org

Managed by Kevin Fitts

Uses iText

http://www.openntf.org/Projects/pmt.nsf/1af5f59bae92986c85256bae000f898c/3ca629c041b602ed86257471006c5007!OpenDocument

40. PDF Demo #3

Demo Created by Matt White (ideajam.net fame)

http://www.11tmr.com

http://www.invoicr.co.uk/

41. What about ODF and OOXML?

What we really need is a way in Notes to generate ODF and OOXML files directly

Accessible via Java and LotusScript

Mimic the Notes Object Model idea

Be easy to use

42. Introducing DocGen 1.0

Delivered as a LotusScript and Java Script Libraries

Provides a single object model for creating documents

DocGenApplication

DocGenDocument

.Output = ODF, OOXML, PDF

.PageSize

.Orientation

.Table

.Text

.Paragraph

Etc

Runs on a Domino 8.5 server with the JDK adjusted to 1.6

43. DocGen 1.0 Demo

Demo of ODF and OOXML Generation

44. Doc Gen 1.0 Details

Will be released Free!

Open Sourced via OpenNTF.org

Will run on the Domino Server only

Doc Gen 2.0 will run on the Notes client

Application Automation

60 seconds to generate a 1 page document with a table and graphic

Document Generation

8 seconds to generate a 1 page document with a table and graphic

45. 2009 and Beyond

ODF 1.2 and OOXML 29500 will have real world implementations

Most products will read to ODF and OOXML

Most products will write to ODF, OOXML, and PDF

More national, state, and local governments will require files in a standard format

There will be a mash of what format is required

There is no clear winner or even leader right now

ODF has more support outside of the US, OOXML support heavily US based

Supporting a standard document format will become a high priority for most organizations

Especially those that do business with governments or internationally

46. My Challenge to All of You

Everyone who wants to move from Application Automation to Document Generation should

Review BOTH OOXML and ODF

Download and play with the ODF and OOXML Toolkits

Participate in the discussion

DO NOT GET PULLED INTO THE DEBATE

47. Resources

LDD Discussions (Notes.Net) http://www-130.ibm.com/developerworks/lotus

OpenOffice.orghttp://www.openoffice.org

OpenOffice Developers Guide http://api.openoffice.org/DevelopersGuide/DevelopersGuide.html

Programming OpenOffice with Visual Basic http://www.kalitech.fr/clients/doc/VB_APIOOo_en.html

John Heads blog http://www.johndavidhead.com

Slides and content available from http://www.johndavidhead.com http://www.psclistens.com

48. Resources (cont.)

Microsoft Office developers Web site

http://msdn2.microsoft.com/en-us/office/default.aspx

Microsoft Developer Network

http://msdn.microsoft.com

Microsoft Office blog listing

http://msdn2.microsoft.com/en-us/office/aa905342.aspx

OpenNTF.org the open source Web site for Notes

www.openntf.org

PSCs Reporting and Office Integration page

www.psclistens.com/enTouchCMS/app/viewCategory? catgId=66

49. Thank You! Questions & Answers Please remember to fill out your evaluation. Samples available fromwww.johndavidhead.com [email_address] www.johndavidhead.com www.psclistens.com

50. Legal disclaimer

IBM Corporation 2008. All Rights Reserved.

The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBMs current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software.

References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in this presentation may change at any time at IBMs sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way.Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.

IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino and Lotusphere are trademarks of International Business Machines Corporation in the United States, other countries, or both. Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries. Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Lotus Symphony has matured quite a bit the past year, but are you taking full advantage of it in...

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