Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions
• Accessing the Demonstration Support Files

Part I Overview

1 Microsoft Office in the Enterprise Architecture

• 1.1 Understanding the Need for Using Microsoft Office in an Enterprise Architecture
• 1.2 Meeting the Need for Using Microsoft Office in an Enterprise Environment
  • 1.2.1 Simplifying and Improving the User Experience
  • 1.2.2 Streamlining and Automating Enterprise Business Processes
  • 1.2.3 Synchronizing User Information with Enterprise Information
• 1.3 Getting Started with Microsoft Office
  • 1.3.1 Microsoft Office Versions and Editions
  • 1.3.2 Microsoft Office Components
  • 1.3.3 Microsoft Software Development Kits, Utilities, and References
  • 1.3.4 Coding Languages Supported in Microsoft Office 2003

2 Understanding Microsoft Office 2003 Extensibility Technologies

• 2.1 XML Schemas
  • 2.1.1 XML Reference Schemas
  • 2.1.2 Custom-Defined XML Schemas
• 2.2 Smart Technology
  • 2.2.1 Smart Documents
  • 2.2.2 Smart Tags
  • 2.2.3 Difference Between Smart Documents and Smart Tags
  • 2.2.4 Smart Clients
• 2.3 Task Panes
• 2.4 Research and Reference Services
• 2.5 Microsoft Office 2003 Web Services Toolkit
• 2.6 Primary Interop Assemblies
• 2.7 Network Deployment of Documents

3 Understanding Oracle Application Server Interoperability with Microsoft Office

• 3.1 Overview of Microsoft Office Interoperability with Oracle Application Server
• 3.2 Oracle Application Server Component Support for Microsoft Office Interoperability
  • 3.2.1 Oracle Application Server Forms Services
  • 3.2.2 Oracle Application Server Integration B2B
  • 3.2.3 Oracle Application Server Integration Business Activity Monitoring
  • 3.2.4 Oracle Application Server Portal
  • 3.2.5 Oracle Application Server Web Services
  • 3.2.6 Oracle Application Server Wireless
  • 3.2.7 Oracle Business Intelligence Beans
  • 3.2.8 Oracle Business Intelligence Discoverer
  • 3.2.9 Oracle BPEL Process Manager
  • 3.2.10 Oracle Collaboration Suite
    • 3.2.10.1 Oracle Calendar
    • 3.2.10.2 Oracle Connector for Outlook
    • 3.2.10.3 Oracle Drive
    • 3.2.10.4 Real Time Collaboration Add-in for Outlook
  • 3.2.11 Oracle Identity Management
  • 3.2.12 Oracle Internet Directory
  • 3.2.13 Oracle JDeveloper
  • 3.2.14 Oracle Mobile Collaboration
  • 3.2.15 Oracle Reports
  • 3.2.16 Oracle Secure Enterprise Search
  • 3.2.17 Oracle Xellerate
  • 3.2.18 Oracle XML Publisher

Part II Building Microsoft Office Interoperability Solutions

4 Creating Smart Documents That Interact with Self-Service Business Processes

• 4.1 Overview
• 4.2 Prerequisites
• 4.3 Step-by-Step Procedures
  • 4.3.1 Configuring the E-Mail Server
  • 4.3.2 Deploying the BPEL Process
  • 4.3.3 Creating a Smart Document Form
  • 4.3.4 Creating the Microsoft Word Template for the Loan Result Notification
  • 4.3.5 Validating the Solution
• 4.4 Related Documentation

5 Completing Forms and Entering Data Using Microsoft Office

• 5.1 Overview
• 5.2 Prerequisites
• 5.3 Step-by-Step Procedures
  • 5.3.1 Developing a Smart Document to Retrieve and Update Enterprise Information
    • 5.3.1.1 Developing a Web Service in Oracle JDeveloper
    • 5.3.1.2 Defining a Template Document in Microsoft Word
    • 5.3.1.3 Generating a Proxy Class with Microsoft Office 2003 Web Services Toolkit
    • 5.3.1.4 Mapping Template Fields to Web Service Parameters
    • 5.3.1.5 Automatically Loading and Saving Web Service Data
  • 5.3.2 Developing a Microsoft InfoPath Form
    • 5.3.2.1 Developing the Web Service in Oracle JDeveloper
    • 5.3.2.2 Defining a Form in Microsoft InfoPath
• 5.4 Troubleshooting
• 5.5 Related Documentation

6 Securing Smart Documents and Web Services

• 6.1 Overview
• 6.2 Prerequisites
• 6.3 Step-by-Step Procedures
  • 6.3.1 Copying the Demonstration Files
  • 6.3.2 Creating and Deploying the Web Service
  • 6.3.3 Creating the Smart Document DLL
  • 6.3.4 Attaching the XML Schema and the Expansion Pack to the Smart Document
    • 6.3.4.1 Attaching the XML Expansion Pack
    • 6.3.4.2 Enabling Manifest Security Check
    • 6.3.4.3 Signing the Manifest Using XMLSign.exe
  • 6.3.5 Securing Communication Between the Smart Document and the Web Service
    • 6.3.5.1 Securing the Web Service Proxy and the Web Service Using Username Token
    • 6.3.5.2 Securing the Web Service Proxy and the Web Service Using X.509 Token
    • 6.3.5.3 Securing the Web Service using OWSM Gateway
    • 6.3.5.4 Integrating with Oracle Identity Management
  • 6.3.6 Testing the Smart Document Configuration
• 6.4 Related Documentation

7 Delivering Business Activity Monitoring Alerts and Reports to Microsoft Outlook

• 7.1 Overview
• 7.2 Prerequisites
• 7.3 Step-by-Step Procedures
  • 7.3.1 Sending E-Mail Alerts with Links
    • 7.3.1.1 Creating a Report
    • 7.3.1.2 Creating an Alert Rule
    • 7.3.1.3 Verifying That the Alert Is Working
  • 7.3.2 Sending Reports as E-Mail Attachments
    • 7.3.2.1 E-Mailing the Report
    • 7.3.2.2 Verifying That the Report Was Sent
• 7.4 Related Documentation

8 Delivering Business Intelligence Information to Microsoft Excel

• 8.1 Overview
• 8.2 Prerequisites
• 8.3 Step-by-Step Procedures
  • 8.3.1 Pushing Business Intelligence Information to Microsoft Excel
    • 8.3.1.1 Saving an OracleBI Discoverer Worksheet as a Microsoft Excel Worksheet
    • 8.3.1.2 Saving an OracleBI Discoverer Workbook as a Microsoft Excel Web Query
    • 8.3.1.3 Sending a Worksheet as an E-Mail Attachment
  • 8.3.2 Pulling Live Data into Microsoft Excel
• 8.4 Related Documentation

9 Managing Tasks and Collaborating in Microsoft Outlook

• 9.1 Overview
  • 9.1.1 Oracle Collaboration Suite 10g Calendar
  • 9.1.2 Oracle Connector for Outlook
  • 9.1.3 Oracle Collaboration Suite 10g Real-Time Collaboration
  • 9.1.4 Oracle Drive
• 9.2 Prerequisites
• 9.3 Step-by-Step Procedures
  • 9.3.1 Creating Tasks
  • 9.3.2 Scheduling Meetings
  • 9.3.3 Viewing Contact Information
  • 9.3.4 Chatting with Other Users
  • 9.3.5 Starting an Instant Conference
  • 9.3.6 Viewing Conference Archives
• 9.4 Related Documentation

10 Provisioning User Identity Information and Alerting Microsoft Outlook Contacts

• 10.1 Overview
• 10.2 Prerequisites
• 10.3 Step-by-Step Procedures
  • 10.3.1 Procedure 1: Synchronizing Enterprise Identity Information
    • 10.3.1.1 Configuring Microsoft Active Directory Synchronization Profiles for Microsoft Exchange
    • 10.3.1.2 Enabling the Profiles for Synchronization
    • 10.3.1.3 Verifying the Synchronization
  • 10.3.2 Procedure 2: Configuring BPEL-Based Organization Alerts
    • 10.3.2.1 Configuring the BPEL Process
    • 10.3.2.2 Configuring Oracle Directory Integration and Provisioning Profile
    • 10.3.2.3 Testing the Identity Alerting Configuration
• 10.4 Troubleshooting
• 10.5 Related Documentation

11 Accessing in-Context Web Information and Invoking an Enterprise Portal

• 11.1 Overview
• 11.2 Prerequisites
• 11.3 Step-by-Step Procedures
  • 11.3.1 Embedding a Static Hyperlink to Invoke an Enterprise Portal
  • 11.3.2 Using VBA Code to Invoke an Enterprise Portal
  • 11.3.3 Using Smart Tags to Invoke an Enterprise Portal
• 11.4 Troubleshooting
• 11.5 Related Documentation

12 Saving Microsoft Office Documents to the OracleAS Portal Content Repository

• 12.1 Overview
• 12.2 Prerequisites
• 12.3 Step-by-Step Procedures
  • 12.3.1 Setting Up OracleAS Portal for WebDAV
  • 12.3.2 Setting Up Your WebDAV Client
  • 12.3.3 Using Oracle Drive as a WebDAV Client
  • 12.3.4 Using Web Folders as a WebDAV Client
  • 12.3.5 Using Microsoft Office as a WebDAV Client
• 12.4 Troubleshooting
• 12.5 Related Documentation

13 Delivering Enterprise Reports to Microsoft Office with Oracle Reports

• 13.1 Overview
• 13.2 Prerequisites
• 13.3 Step-by-Step Procedures
  • 13.3.1 Creating a Report
  • 13.3.2 Displaying Report Output in Microsoft Excel
  • 13.3.3 Displaying Report Output in Microsoft Word
  • 13.3.4 Sending Report Output to E-Mail Recipients
• 13.4 Troubleshooting
• 13.5 Related Documentation

Part III Appendixes

A Code Examples

• A.1 Contents of the AutoLoanSmartDocument.cs File
• A.2 Contents of the ManagedManifest.xml File for Chapter 4
• A.3 Contents of the ManagedManifest.xml File for Chapter 6
• A.4 Contents of the AutoLoanTypes.xsd File
• A.5 Contents of the SecureDocument.xsd File
• A.6 Contents of the SecureSmartDocument.cs File
• A.7 Contents of the UsernameTokenDialog.cs File

Index