John de Giorgio

Integra for Notes

www.integra4notes.com
Agenda
 Why integrate Notes with MS-Office?
 The Integra for Notes approach
 Demo
 Questions
Why integrate Notes & Office?
 Most Notes developers use Word/Excel to improve:
 Data extraction
 Presentation of data
 Data analysis
 Out of company reporting
 Some use for importing from Excel & sometimes Word
 Some use Word & sometimes Excel for migrating data off
Lotus Notes
 End-users/business processes demand data in Excel/Word
Reasons
 Functionality in views is limited
 Printing control is not accurate
 No effective reporting capability
 No data analysis capability
 No graphing, no charting, no pivots etc
 No effective export to Excel & Word
 No effective import from Excel & Word
 ……..
But !!!
 Most developers code exporting to Word/Excel into their
applications (in-application development)
 Intrusive on existing apps & version control
 Requires Notes/Domino Agents
 Requires different coding dependant on versions of
Office/Notes
 Requires advanced development skills
 Not productive, even if using libraries for repeatable coding
Premeditated Ad-hoc
Reporting Reporting
How does Integra work?
 Integra is a Lotus Notes application (.NSF)
 No .EXEs or .DLLs required

 Integra profiles define each export/import

process
 Profiles define data content, layout, distribution
options
 Supports Word, Excel, Symphony, XML& PDF
 Supports Export & import (Word & Excel only)
How does Integra work?
 End users run reports from Notes client, web
browser or scheduled
 Output is distributed via:
 on-screen in Excel, Word or Symphony
 e-mail
 saved as attachment to existing or new Notes
document
 Doclinks automation
 saved to file system
 printed
Integra Smarticon Action Button
Power to the developer
- yet not boxed in

 3rd party tools usually provide functionality &

productivity but then limit flexibility
Some Integra capabilities
 Not restricted to data in views
 Supports computed fields - Notes formula
language & LotusScript
 Supports access to multiple databases & non-
Notes data sources e.g. SQL, DB2, Oracle, SAP,
mySQL etc
 Support for multi-value fields
 Support for parent/child response hierarchy
Integra events
 Integra events object model
 Allows code placement at 14 execution points in profile
 Depth of capability
 Data access & processing power
 Examples:
 Loop through child documents
 Gather data from multiple sources
 Complex calculation capability
 Running of external queries
Rich-Text Export
 Capability to export Rich-Text to Word
 Use cases:
 Documentation in Notes exported to PDF
 Migration away from Notes
 Fields formatted on Word document like Notes form
 Attachments & embedded objects exported to file system &
linked back to document
 Customised Price List PDFs
 Some limitations on fidelity due to Notes API restrictions
Integra Quick Reports
 End-user ad-hoc exporting to Excel & Word mail merge
 4 step wizard
 Responsiveness
 Relieves pressure on developers
Demonstration
www.integra4notes.com
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