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Integrating the Business Data Catalog with Microsoft Office
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What s the situation when the proposal is ready to be sent to the customer All we d have to do is save the document to the document library, where a workflow will be triggered. This could be a simple SharePoint Designer workflow or a more complicated Visual Studio workflow that emails the completed document to the customer. Workflow is another part of the Office-based system, as it s incorporated into SharePoint. Business Intelligence would also be available to this solution, because the proposal is already stored in a document library with metadata associated with it. The customer name, address, proposal amount, and so forth is all available to sort, filter, and create views upon within the document library. If we have MOSS 2007 Enterprise, we can then display that information in the form of KPIs (key performance indicators) on a dashboard page within the Reports Center. This would allow us to predict the sales forecast for the following month and whether we re likely to hit target.
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10.1.2 Collaboration of applications
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So really this is what we mean by OBA: we have Office functionality such as Business Intelligence, workflow, communication, collaboration, Business Data Catalog, search, Excel, Word, Outlook, SharePoint Designer, Excel Services, and InfoPath all working together in one solution. The OpenXML file format of Office 2007 has made this possible by allowing us to manipulate and create Office documents more easily through the use of XML and Visual Studio. There are many different applications and ways in which you can create an OBA. One way is to use InfoPath, SharePoint Designer, and Visual Studio. What we re going to concentrate on here is Visual Studio 2008, and how it can be used to help us build an OBA that integrates our line-of-business data with Word 2007. The diagram in Figure 10.1 displays the many different services at presentation, server, and back-end system level that all contribute to an OBA. In the next section of this chapter, we ll explore some uses of OBA and BDC that will provide food for thought on how you can build your applications within your own organizations.
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Where does the Business Data Catalog fit in
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Figure 10.1 The services within the Microsoft Office system that play a role in OBA, including the tools that can be used to develop within OBA
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10.2 Where does the Business Data Catalog fit in
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Everything we ve been doing with the BDC up to this point is (kind of) already an OBA. Presenting line-of-business data in a dashboard inside SharePoint is an OBA. Using the business data inside the Document Information panel or creating a workflow on BDC metadata is also an OBA. But what we hope to demonstrate here are some real-world uses of line-of-business data within the Office client. Before we start developing, we ll explore some opportunities to use line-of-business data in Outlook, InfoPath, Word, and Excel. InfoPath is also discussed in chapter 11, under the heading of writing back to the line-of-business system.
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10.2.1 Outlook
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Custom form regions in Microsoft Outlook 2007 provide the opportunity to customize the existing forms and also create new forms. An example would be a contact information lookup from your CRM application on the Contacts form. You could even use the customer information from BDC in your email messages. The form regions can replace an entire form or be part of the form. You can also use multiple form regions within one form. Figure 10.2 displays a form region allowing customer and order information to be displayed for a particular customer. Form regions can be created from within Outlook 2007 or by using Visual Studio 2008. Using Visual Studio 2008, you can create task panes and form regions as add-ins. Form regions are often more beneficial if you have a lot of information, because there s more space available. Task panes are useful for making small panes that blend nicely with out-of-the-box Outlook. Custom ribbons can also be
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