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David Chou [email protected] Architect | Microsoft

20080401 Office Business Applications

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Page 1: 20080401 Office Business Applications

David [email protected]

Architect | Microsoft

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Business Online Services from Microsoft

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Services

Services

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CreateLead

Qualified?

RetireLead

CreateOpportunity

CreateQuote Closed?

CompleteSale

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

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Estimate custom design

Unstructured

CreateLead Qualified?

RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

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

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> What are OBAs?• Using the 2007 Office System as a platform to build

composite applicationsReach into LOB systems (via BDC)

Provides assets as components & enables platform containment

Supports both end-user and developer re-use

> Core Platform Components• Office 2007 Clients

• Office Share Point Server 2007

Line-of-Business

Applications

Microsoft OfficeSystem

OBAs

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> 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)

> SharePoint Server• Excel Services

• InfoPath Forms Services

• Enterprise Search

• Content Management

• Business Intelligence

• Workflow

• Business Data Catalog

• Website and Security Framework

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LOB Systems

Office Business Applications

MicrosoftOffice System

ISV OBAs Custom OBAs

Portals

Search

Workflow

Business Data Catalog

Excel Services

Electronic Forms

Website & Security Framework

Open XML File Formats & Extensible Fluent Interface

MicrosoftDynamics

SAP Siebel CustomLOB Systems

UserExperience

Business ProcessManagement

BusinessIntelligence

Enterprise Content Mgmt

Unified Communications

Business Capabilities

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ListsExport to ExcelAccess synchronizationItem versioningRSS Feeds & Alerts

CalendarsLink to outlook

DocumentsOffline sync with outlookDocument management & status

WorkflowsWorkflow notification barInteractive forms display

TasksOffline sync with outlookExport to Visio

Content TypesDocument Property Panel

Data connection librariesBrowse from ExcelCentral updates

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Server

Client

Workflow stateDocument Properties and MetadataCalendars, TasksDocument libraries offlineList data offline

Workflow stateDocument Properties and MetadataCalendars, TasksList data updatesExcel model publishingInfoPath form publishing

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Tab

GroupRibbonControl

Ribbon Customization

Outlook custom form regions

Actions Pane

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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

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SQL Server, Oracle, OLEDB, ODBC

Metadata

Business Data Catalog

Web Parts

Lists SearchUser

ProfilesCustom

Apps

Database

WS Proxy ADO.NET

Web Service

BizTalk, SAP, Siebel, Legacy, …

Profile StoreSearch IndexList store

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An OBA is a collection of assets assembled as a composite application using the Microsoft Office System

• Documents

• Workflows

• Business activities

• Business rules

• Schemas

• Metrics

• Web parts

• Dashboards

• Sites

• Data connections

• Authorizations

• Reports

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Office Business Applications

Business Process

Management

Business Intelligence

Enterprise Content

Management

User Experience

SearchBusiness

Data CatalogExtensible

UI

Open XML File Formats

Website/Security Framework

Workflow

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CAPABILITY

BI and Portals

KEY OFFICE 2007 TECHNOLOGIES USED

ExcelExchange

OutlookSharePoint Server

WordXML file format

Virtual Earth

Real Estate Performance Management: Creating visibility across the real estate lifecycle to deliver revenue growth, cost reduction and compliance

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CAPABILITY

BI and Portals

KEY OFFICE 2007 TECHNOLOGIES USED

ExcelPivot tables

XML file formatCustom 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

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END USER TOOLS & PERFORMANCE MANAGEMENT APPS

Excel PerformancePoint Server

BI PLATFORM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server DBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews Scorecards Plans

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Collaborative Processes Transactional Processes

IndividualAd-hoc

Human Semi-Structured

System Highly Structured

FixedProcess

Email, IM, Tasks Document Approval Vacation Approval

Expense ReportingExecutive Dashboard

LOB IntegrationSupply-Chain

Individual Team Cross-Team Enterprise

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Collaborative Processes Transactional Processes

IndividualAd-hoc

Human Semi-Structured

System Highly Structured

FixedProcess

Collaboration Server Process Server

SharePoint BizTalk

WF

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Host Process

Windows Workflow Foundation

Runtime Engine: Provides intrinsic behaviors

to activities

Runtime Services: Pluggable implementations with defaults

Base Activity Library

Custom ActivitiesPersistence Communication Tracking …

WorkflowExecution

StateManagement

TrackingInfrastructure

DynamicUpdate

Workflows

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W3WP.EXE

SharePoint Workflows

WSS Activity LibraryMicrosoft.SharePoint.WorkflowActions.dll

WF Base Activity Library

WF Core Activity Types

WF Runtime

WSS Runtime Services

Microsoft.SharePoint.dll

Persistence

Tracking

SharePointContentDatabase

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Visual Studio and Workflow SDK

SharePoint Designer Workflows

Out-of-the-Box Solutions

(with customization)

LOB Integration

(BizTalk)

Purchase OrderProcessing

Custom Tracking AppsService RequestsAsset Tracking

Document ProcessesSpec Review

Weekly Status Report

Custom Form ActionsEmail Notification

Exception Handling

Server FeaturesList Moderation

Publishing ProcessDocument ExpirationTranslation Process

Signature Collection

Document Approval(serial)

Document Review(parallel)

Custom RoutingTask & Issue Tracking

(WSS, Access and Project)

Stru

cture

d A

d H

oc

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OBA Developer Centerhttp://msdn.microsoft.com/oba

Office Developer Centerhttp://msdn.microsoft.com/office

Reference Application PacksSupply Chain Management

http://msdn2.microsoft.com/en-us/architecture/aa702528.aspx

Retail Store Operationshttp://msdn2.microsoft.com/en-us/architecture/aa905316.aspx

Financial Services - Loan Origination Systemhttp://msdn2.microsoft.com/en-us/architecture/bb265266.aspx

Price Managementhttp://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 Processinghttp://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

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© 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.

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Search

Team CollabProject Mgmt

Text search of team sites

Issue tracking applications

Project workspaces

Workspaces and tools

Blogs

Workflow Document and Web Content Management

Site Model, Security, and Management

5 out of box workflows

reporting for ECM

Policy

Management

Auditing

Records management

Personalization

Deployment

Site Manager

Windows Workflow Foundation

Admin and deployment

Status and history

Framework: repository, versioning, metadata

Basic document management

Site and role management infrastructure

Extensible and customizable search of enterprise content and people

Business data

Data Integration

E-Forms Data Mgmt and

ReportingBusiness data library

Web part integration

Mgmt, publishing, process creation and completion

Spreadsheet publishing and calculation

Report Center

Enterprise CAL

Standard CAL

Windows SharePoint Services

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Visual Studio

Project Templates

OfficeIDE Hosting

Item Wizards

WorkflowDocument Solutions

Add-ins RibbonTaskPane

Form Regions

Microsoft SharePoint® Server 2007

Visual Studio

Microsoft Office

Excel®, and Word

Excel,

InfoPath,

Outlook®,

PowerPoint®, Visio, Word, Project

Excel,

Outlook,

PowerPoint, Word

Excel,

Outlook,

PowerPoint, Word

Outlook

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VSTO Runtime

Microsoft Office Client Host

Doc Task Pane

Host ItemControls

Windows Forms

Controls

Doc-Level Solution App-Level Add-in

Custom Ribbon

Custom Task Pane

Custom Form

Region

VSTO Runtime

.NET CLRManaged Add-in Framework (MAF)

AppDomain Management

Deployment and Updating

Security Enforcement

ClickOnce