New Capabilities with the New Capabilities with the Open XML File FormatOpen XML File FormatVisual Studio Tools for OfficeVisual Studio Tools for Office

Mike OrmondDeveloper and Platform Group, Microsoft Ltdmike.ormond@microsoft.comhttp://blogs.msdn.com/mikeormond

AgendaAgenda

Introduction to the file formats

Solution development

The document information panel

Structured solutions with Word

Dynamic documents

Server document generation

Visual Studio Tools for Office

OPEN XML FILE FORMATSOPEN XML FILE FORMATS

Introduction to the new Open XML File Formats

(OR: What does this thing look like anyway?)

Evolution Of File FormatsEvolution Of File Formats

Office 2000Office 2000Early InnovationEarly Innovation

XML document XML document propertiesproperties

Office 97Office 97Existing binary file formats Existing binary file formats designed in 1994, launched designed in 1994, launched in Office 97in Office 97

Office XPOffice XPFirst XML First XML FormatFormat

Spreadsheet Spreadsheet XMLXML

Office 2003Office 2003Breakthrough XML Breakthrough XML SupportSupport

WordML, SpreadsheetMLWordML, SpreadsheetML

Custom-defined schemaCustom-defined schema

Office 2007Office 2007New XML FormatsNew XML Formats

XML file format defaultXML file format default

XML PowerPoint formatXML PowerPoint format

““Wave 12”Wave 12”

The Role Of XML With The Role Of XML With DocumentsDocumentsScenarioScenario ExampleExampleDocument AssemblyDocument AssemblyServer-based or user-assisted Server-based or user-assisted construction of documents from archived construction of documents from archived content or database contentcontent or database content

Create sales reports from financial and Create sales reports from financial and forecast data stored in a CRM systemforecast data stored in a CRM system

Content ReuseContent ReuseMuch easier to move content between Much easier to move content between documents, including different document documents, including different document typestypes

Apply content stored in Word documents Apply content stored in Word documents to Web pages quickly and efficientlyto Web pages quickly and efficiently

Content TaggingContent TaggingAdd domain-specific metadata to Add domain-specific metadata to document content to enable custom document content to enable custom solutions solutions

Tag presentations using a specific Tag presentations using a specific taxonomy to improve knowledge taxonomy to improve knowledge management efficiency management efficiency

Document InterrogationDocument InterrogationQuery document repositories based on Query document repositories based on custom data, content types or document custom data, content types or document metadatametadata

Search for all documents containing a Search for all documents containing a specific company name or sales contactspecific company name or sales contact

Document SanitizationDocument SanitizationRemove unwanted content like Remove unwanted content like comments or embedded code from your comments or embedded code from your document when appropriatedocument when appropriate

Remove all tracked changes and Remove all tracked changes and comments from a Word document before comments from a Word document before it is publishedit is published

Default file formatDefault file formatMore efficient storageMore efficient storageProgram against full Program against full document contentsdocument contentsBackward compatibility & Backward compatibility & legacy supportlegacy supportEasy document assembly, Easy document assembly, conversion & integrationconversion & integrationSubmitted to ECMA for Submitted to ECMA for standardizationstandardization

Open XML Formats Open XML Formats ArchitectureArchitecture

User view:single Office “file”

Questionnaire.docx Developer view:

modular file

Document PartsDocument PartsMost parts are XMLMost parts are XML

Each XML part is a discreet, Each XML part is a discreet, compressed componentcompressed component

Can add, extract and modify Can add, extract and modify individual parts without using individual parts without using Office programsOffice programs

Corruption or absence of any Corruption or absence of any part would not prohibit the file part would not prohibit the file from being openedfrom being opened

Open XML File FormatsOpen XML File Formats

SOLUTION DEVELOPMENTSOLUTION DEVELOPMENT

Solution development with the new Open XML File Formats

(OR: Great. Now do I make use of this from code?)

Tools for Accessing Data Tools for Accessing Data In Office Open XML filesIn Office Open XML files

XML EditingXML EditingNotepad?Notepad?

System.XML makes this easierSystem.XML makes this easier

ZIP ManipulationZIP ManipulationCompressed Folders in Windows? Compressed Folders in Windows?

Third-Party Zip LibrariesThird-Party Zip Libraries

Microsoft’s Packaging API’sMicrosoft’s Packaging API’s

Office Open XML Resource KitOffice Open XML Resource KitCode Snippets - Beta 2Code Snippets - Beta 2

C# and VB.NETC# and VB.NET

Validation LibraryValidation LibraryParses a file and reports on schema, relationship errors and Parses a file and reports on schema, relationship errors and warnings warnings

Serialization/Deserialization LibrarySerialization/Deserialization LibraryFlattens package into a single file for ease of development in simple Flattens package into a single file for ease of development in simple construction scenarios construction scenarios

System.IO.PackagingSystem.IO.Packaging

Part of .NET Fx 3.0Part of .NET Fx 3.0

Allows you toAllows you toCreate / Open packagesCreate / Open packages

Create and delete parts and relationshipsCreate and delete parts and relationships

Read and write part streamsRead and write part streams

Iterate through collections of parts Iterate through collections of parts and relationshipsand relationships

PackagePackagePackagePartCollectionPackagePartCollection └ └ PackagePartPackagePartPackageRelationshipCollectionPackageRelationshipCollection └ └ PackageRelationshipPackageRelationshipPackUriHelperPackUriHelper

System.IO.Packaging.System.IO.Packaging.PackagPackagee

PackagePackage class provides class provides methods to create, methods to create, enumerate and delete enumerate and delete the following entitiesthe following entities

PackagePackage

Package RelationshipsPackage Relationships

PackagePropertiesPackageProperties

PartsParts

Pack

ag

e R

ela

tionsh

ips

Pack

ag

e R

ela

tionsh

ips

Core PropertiesCore Properties

Common Package Common Package PartsParts

ThumbnailThumbnail

Digital SignaturesDigital Signatures

officeDocumentofficeDocument

XML PartXML Part

XML PartXML Part

Specific Format Specific Format PartsParts

Etc…Etc…

Part

Rels

Part

Rels

XML PartXML Part

Part

Rels

Part

Rels

System.IO.Packaging.System.IO.Packaging.RelationsRelationshiphip

Relationships tie the Relationships tie the parts togetherparts together

Required to find parts (part Required to find parts (part names are not guaranteed)names are not guaranteed)

Iterate through Iterate through RelationshipCollection by RelationshipCollection by Type or IDType or ID

Relationship PropertiesRelationship PropertiesIDID

PackagePackage

RelationshipTypeRelationshipType

SourceUriSourceUri

TargetModeTargetMode

TargetUriTargetUriPack

ag

ePack

ag

e R

ela

tionsh

ips

Rela

tionsh

ips

Core Properties

Common Package Parts

Thumbnail

Digital Signatures

officeDocument

XML Part

XML Part

Specific Format Parts

Etc…Etc…

Part

Rels

Part

Rels

XML Part

Part

Rels

Part

Rels

officeDocumentofficeDocument

XML PartXML Part

XML PartXML Part

XML PartXML Part

System.IO.Packaging.System.IO.Packaging.PackagePPackagePartart

Parts are the objects of data Parts are the objects of data within the Packagewithin the Package

PackagePart provides support to PackagePart provides support to create, enumerate and delete create, enumerate and delete part relationshipspart relationships

Get Part data as StreamGet Part data as Stream

PackagePart Properties:PackagePart Properties:

CompressionOptionCompressionOption

ContentTypeContentType

PackagePackage

UriUri Pack

ag

e R

ela

tionsh

ips

Pack

ag

e R

ela

tionsh

ips

Core Properties

Common Package Parts

Thumbnail

Digital Signatures

officeDocumentofficeDocument

XML Part

XML PartXML Part

Specific Format Specific Format PartsParts

Etc…Etc…

Part

Rels

Part

Rels

XML PartXML Part

Part

Rels

Part

Rels<w:body>- <w:p w:rsidR="001B7EF4" w:rsidRDefault="001B7EF4">- <w:r>  <w:t>The Quick Brown Fox jumped over the river.</w:t>   </w:r>  </w:p>…

XML PartXML Part

<w:body>- <w:p w:rsidR="001B7EF4" w:rsidRDefault="001B7EF4">- <w:r>  <w:t>The Cow jumped over the moon.</w:t>   </w:r>  </w:p>…

Document InterrogationDocument InterrogationScenariosScenarios

When you need meta-data about When you need meta-data about Office files on a serverOffice files on a server

Building reports from data in filesBuilding reports from data in files

Workflow and Content Management Workflow and Content Management scenariosscenarios

Validate complianceValidate compliance

Document AssemblyDocument AssemblyScenariosScenarios

Useful when documents need to be Useful when documents need to be generated from structured datagenerated from structured data

Auto generate reports in Excel from data Auto generate reports in Excel from data

in databasein database

Create documents for users from form Create documents for users from form datadata

Repurpose existing data (slide libraries)Repurpose existing data (slide libraries)

Recommendation:Recommendation: Start from a Start from a templatetemplate

Document SanitizationDocument SanitizationScenariosScenarios

SecuritySecurityRemove active content (VBA, ActiveX)Remove active content (VBA, ActiveX)

PrivacyPrivacyRemove comments, revisions, hidden Remove comments, revisions, hidden texttext

Remove or alter document propertiesRemove or alter document properties

LegalLegalInsert copyrights, watermarks, imagesInsert copyrights, watermarks, images

Run as part of Workflows, publishing, Run as part of Workflows, publishing, compliance scenarioscompliance scenarios

Solution DevelopmentSolution Development

THE DOCUMENT THE DOCUMENT INFORMATION PANELINFORMATION PANEL

Creating smart forms and dynamic documents

(OR: How to leverage the power of InfoPath in your documents. You do know what InfoPath is don’t you?)

Document Information Document Information PanelPanel

Customisable form displayed in the client application

Allows users to enter document properties (metadata) while working on the document

SharePoint properties appear as metadata in the DIP

Custom Information PanelCustom Information Panel

The Document Information Panel uses InfoPath technology

This technology can be used to create business logic around any custom XML data

All the power of InfoPath in WordData connections, declarative rules engine, etc.

Document Info PanelDocument Info Panel

EXERCISING CONTROLEXERCISING CONTROL

Structured solution authoring with Word 2007 – Rich UI and robust editing behaviour.

(OR: How to author multi-use and dynamic documents to make everyone’s life easier)

The Role Of XMLThe Role Of XMLReference and custom-defined schemasReference and custom-defined schemas

Custom-defined Custom-defined SchemasSchemas

Data-oriented (e.g., Price, Data-oriented (e.g., Price, Invoice)Invoice)

Represents the business Represents the business information stored in the information stored in the documentdocument

Enable System IntegrationEnable System Integration

XML Reference SchemasXML Reference SchemasDisplay-oriented (e.g. Bold, Display-oriented (e.g. Bold, Italics, Tables, Paragraphs, Italics, Tables, Paragraphs, Styles)Styles)

Open Document FormatOpen Document Format

Enable Archival & File Enable Archival & File Formats InteroperabilityFormats Interoperability

The Role Of XMLThe Role Of XMLReference and custom-defined schemasReference and custom-defined schemas

XML Reference SchemasXML Reference SchemasDisplay-oriented (e.g. Bold, Display-oriented (e.g. Bold, Italics, Tables, Paragraphs, Italics, Tables, Paragraphs, Styles)Styles)

Open Document FormatOpen Document Format

Enable Archival & File Enable Archival & File Formats InteroperabilityFormats Interoperability

<w:p><w:p> <w:r><w:r> <w:rPr><w:rPr><w:b /><w:b /></w:rPr></w:rPr> <w:t>John Doe</w:t><w:t>John Doe</w:t> </w:r></w:r> <w:r><w:r> <w:rPr><w:rPr><w:i /><w:i /></w:rPr></w:rPr> <w:t>Health Agency</w:t><w:t>Health Agency</w:t> </w:r></w:r></w:p></w:p>

<ConferenceReport> <Date>3/24/2004</Date> <Attendees> <Attendee Name=“John Doe”> <Department>

Health Agency </Department> <Potential> <Sales>100</Sales> <Growth>25%</Growth> … </Attendee>

Custom-defined Custom-defined SchemasSchemas

Data-oriented (e.g., Price, Data-oriented (e.g., Price, Invoice)Invoice)

Represents the business Represents the business information stored in the information stored in the documentdocument

Enable System IntegrationEnable System Integration

The Role Of XMLThe Role Of XMLReference and custom-defined schemasReference and custom-defined schemas

Content Controls (Word)Content Controls (Word)

Makes structured documents more robust & much less Word specific code needed

Content restrictions, grouping & lockingCode can be used for business logic!

End user friendly and layout independent exposure of structured content

No XML schema requiredEvolution of customer-defined XML with custom XML mapping capabilities(more detail in CD 305)

Solutions And Building Solutions And Building BlocksBlocks

Select and reuse any selection of WordprocessingML

Building blocks and content controls

Two steps to a document assembly solution

Write 18 lines of UI codeMake a few selections and clicks or attach a building block part

Content ControlsContent Controls

MAKING DOCUMENTS MAKING DOCUMENTS WORK FOR YOUWORK FOR YOU

Content Controls + Custom XML Store

= Rich, Robust, Dynamic documents

Office XML Data StoreOffice XML Data Store

Customer-defined XML (incl. WSS/Office properties) stored separately from WordprocessingML as a part in Open XML format

Any XML can be stored (with or without XML schema)

XML data is available as an editable tree (using familiar DOM) within Word

Can be populated on a server using WinFX or a client using Word OM

XML MappingXML Mapping

Link content controls to nodes in the XML data store

Provides for true data/view separation model in Word

Mappings are created using standard XPath expressions

Mappings can be set up to ‘auto-attach’ to incoming data

Out of the box support for mapping to Office properties

<Attendees> <Attendee Name=“John Doe”> <Department>

Health Agency </Department> <Potential> <Sales>100</Sales>

…</Attendee>

Content Controls + Custom Content Controls + Custom XMLXML

Dynamic DocumentsDynamic Documents

WHAT ABOUT THE SERVERWHAT ABOUT THE SERVER

Generating Office Documents on the Server

Putting it all togetherPutting it all together

Start with a Template

Document AssemblySystem.IO.PackagingDelete / Create Parts & Relationships

Document ManipulationSystem.IO.PackagingWord -> Content Controls + Custom XMLExcel -> System.Xml + SpreadsheetMLPowerPoint -> System.Xml + PresentationML

Document AssemblyDocument Assembly

On the Server

VISUAL STUDIO TOOLS VISUAL STUDIO TOOLS FOR OFFICEFOR OFFICE

Visual Studio Tools For Visual Studio Tools For OfficeOffice

Tool for building managed applications targeting Office 2003 / Office 2007

The managed code API for OfficeGenerates a lot of the “plumbing” codeVisual designersSeparate date & presentationRobust run-time

FlavoursVSTO 2005, VSTO 2005 SE, VSTO V3 (Orcas)...

VSTO EditionsVSTO Editions

VSTO Versio

n

Office 2003 Office 2007

Additional Informationdoc app doc app

2003

ExcelInfoPat

hWord

Visual Studio .NET 2003

2005

ExcelInfoPat

hWord

Outlook

Data CachingServer-Side ProgrammingIntegrated DesignerSmart TagsActionsPane

2005 SE

ExcelOutloo

kPowerP

ointVisioWord

InfoPath

ExcelInfoPat

hOutloo

kPowerP

ointVisioWord

Rbbon CustomizationCustom TaskPanesOutlook Form RegionsCompatibility

"V3"ExcelWord

ExcelInfoPat

hWord

All

Ribbon CustomizationCustom TaskPanesOutlook Form RegionsNew Security ModelClickOnce DeploymentAppDomain IsolationRuntime Standardization

From Wouter van Vugt (http://blogs.infosupport.com/wouterv)

Visual Studio Tools for Visual Studio Tools for OfficeOffice

Additional ResourcesAdditional Resources

Open XML File Formatshttp://www.openxmldeveloper.ordg

http://blogs.msdn.com/brian_jones

Generalhttp://msdn.microsoft.com/office

http://blogs.msdn.com/dmahugh

http://blogs.msdn.com/erikaehrli

VSTO / Programmabilityhttp://msdn.microsoft.com/office/tool/vsto

http://www.officezealot.com/vsto

http://blogs.msdn.com/kevinboske

http://blogs.msdn.com/eric_carter

Additional InformationAdditional Information

UK MSDN Events Post events page including slide decks

http://www.microsoft.com/uk/msdnevents

Upcoming eventshttp://www.microsoft.com/uk/msdn/events/upcoming.aspx

UK MSDN Site & Flash NewsletterLocal news, events, nuggets & webcasts

http://www.microsoft.com/uk/msdn

Register to receive the bi-weekly MSDN Flash by email

http://www.microsoft.com/uk/msdn/flash.aspx

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.