Chris Bortlik's Blog : Office

Public Beta Released for SharePoint, Office, Visio and Project 2010

cbortlik — Wed, 18 Nov 2009 18:46:27 GMT

Today at the Professional Developers Conference (PDC), Microsoft announced the release of the public beta of Office 2010, SharePoint Server 2010, Visio 2010, Project 2010, and Office Web Apps for business customers.

You can now download the beta at www.microsoft.com/2010

More details on what is available in SharePoint 2010 can be found here in my prior blog post.

SharePoint and Office 2010 Developer Training Courses on Channel 9

cbortlik — Tue, 10 Nov 2009 12:13:00 GMT

Yesterday, Channel 9 launched two new training courses for SharePoint 2010 and Office 2010 created by developers for developers. Channel 9 has always been about giving direct access to the engineers and future technologies from Microsoft, and now we’re extending this successful formula to bring you training that will allow developers to get started on learning about emerging technologies at their own pace. Today you’ll find extensive instructor recordings from top MVPs on how to develop against both SharePoint and Office 2010. We’ll also be publishing more content at the beginning of December that will include hands-on labs, source code, and much more! All of this free for you to consume or download at your own pace.

SharePoint 2010 Developer Training

See how SharePoint 2010 has evolved into a first-class developer platform. Also, learn how SharePoint 2010 provides the business collaboration platform for developers to rapidly build solutions using familiar tools such as Visual Studio 2010 and SharePoint Designer 2010 through this self-paced course.

Office 2010 Developer Training

Discover how Office 2010 Beta is a broadly extensible platform for building information worker productivity solutions and see how developing for Office with Visual Studio 2010 makes this easy. See online presentations with demos that will help you get started developing solutions from Add-ins to full featured Office Business Applications (OBAs) using Visual Studio 2010 with Office 2010 and SharePoint 2010 as the core platform.

We hope you enjoy this initial set of training videos and will check back with Channel 9 in the near future as we build the learning center out to support SharePoint and Office 2010 development.

See you at the SharePoint Conference in Las Vegas!

cbortlik — Tue, 01 Sep 2009 18:58:07 GMT

It’s hard to believe, but the SharePoint Conference is less than 7 weeks away! The conference is being held in Las Vegas from October 19-22. This will be THE place to hear and see all about SharePoint 2010.

I will be attending the SharePoint Conference and will be involved in a few things, including:

Presenting a session titled: “Office 2007 vs. Office 2010 - Deployment Considerations”
Proctoring hands on labs where you can use SharePoint 2010

The hands on labs are self explanatory. This will be your time to take a guided tour of all things SharePoint 2010 and be able to use the latest bits.

My presentation, at first glance, may seem a little odd. Why, at the SharePoint Conference of all places, are we talking about Office?

The answer: in the 2007 product release, the Office client lights up many of the key SharePoint capabilities and helps drive end user usage and adoption. More details on that can be found here in my prior blog post. In the 2010 release, we will build upon and extend this integration.

This session will dive into the pros and cons of Office 2007 and Office 2010 deployment and discuss how deploying Office 2007 now can help pave the way for Office 2010 in the future. Specific areas of focus will include the Open XML file formats; Office Business Applications; user interface changes and adoption; application virtualization; and integration of the Office client with SharePoint, Exchange and Office Communications Server (OCS).

Are you planning to be at the SharePoint Conference as well? If so, what sessions and topics are you most interested to learn about?

Free Office, SharePoint and Windows training resources for your Intranet

cbortlik — Thu, 27 Aug 2009 15:32:00 GMT

We have recently released the Productivity Hub as a free download. A number of my customers have been beta testing this Hub over the past few months and it has received great feedback and helped to accelerate the deployment, adoption and training for Office and SharePoint 2007.

The Hub is a SharePoint Server 2007 site collection that serves as a learning community and is fully customizable. It provides a central place for your training efforts, and includes training content from Microsoft’s core products. Microsoft also provides ongoing and updated content packs.

The Hub uses SharePoint Server’s social networking capabilities, such as blogs and discussion groups. In addition, it offers the Coach program, a change management feature to help you train end users to self-help, reducing the burden on your training and IT staff. The Coach program impacts productivity in a collaborative and positive way.

What the Productivity Hub is:

Format: Pre-loaded SharePoint site collection, optimized for Web 2.0 functionality and easily deployed within SharePoint Server 2007 environment.
Content: Convenient end user productivity training in a variety of formats (documents, videos, podcasts, etc.). Receive free quarterly updates of content that you will learn about through the Productivity blog.
Blog: The Productivity blog offers tips and tricks for end user productivity. Use it as is, or your training staff can use the posts as their own to help them get started in running an internal blog.
Train the trainer: Includes IT/Manager section to aid with deployment of the site collection, and guidance to develop the Coach program.
Products: Office 2007 System applications including SharePoint Server 2007. Windows 7 and others will be added in the future.

Office, SharePoint, Visio and Project 2010 News …

cbortlik — Tue, 14 Jul 2009 04:44:00 GMT

Today at the Microsoft Worldwide Partner Conference, major announcements were made regarding Office, SharePoint, Project and Visio 2010.

Microsoft Office 2010, Microsoft SharePoint Server 2010, Microsoft Visio 2010 and Microsoft Project 2010 have reached the technical preview engineering milestone. Starting today, tens of thousands of people will be invited to test Office and Visio as part of the Technical Preview program. Full details can be found in this press release.

Here are some additional resources that were made available today:

Office 2010 site: Get all of the news and see demos of the next version of Office.
Office 2010 Press Pass: Additional press releases and information on Office 2010.
SharePoint 2010 preview site: See some of what is coming in SharePoint 2010.
Worldwide Partner Conference site: Watch the keynotes and read other announcements.

How Office 2007 Helps Protect Your Information

cbortlik — Fri, 12 Jun 2009 18:59:58 GMT

One of the primary business concerns that I hear from my customers is: “How do we keep our information and documents safe?”

Since so much of what we all do is collaborating and sharing information with others via Microsoft Office, today’s post summarizes some of the top ways that the Office 2007 system can help keep your business critical information safe and secure.

Below are my top 10. As always, your feedback and comments are encouraged and appreciated.

Information Rights Management (IRM) enables you to protect Word, Excel and PowerPoint documents so that you can restrict who can view, edit, copy and print documents and for how long. You can also protect e-mail messages in Outlook to prevent people from viewing, forwarding, printing, copying and replying to all on messages. These capabilities are especially useful in making sure that sensitive information does not leave your company.
Document inspection in Word, Excel and PowerPoint helps ensure that sensitive information is easily removed from documents. Examples are comments and revision history (e.g. if you were tracking changes); speaker notes; watermarks; document properties; and hidden data.
Digital signature capabilities integrated in Office 2007 enable you to electronically sign documents and confirm the identity of the person that signed the document. Many customers are using this capability to secure their documents and also eliminate paper based approval and signature processes.
Office 2007 integrates with SharePoint so people can publish documents securely to a SharePoint site which can be setup with proper access controls, versioning, work-flow, audit and archival policies.
Excel Services allows you to publish an Excel workbook to SharePoint while securing sensitive information, macros, data connections, charts and formulas. One of the benefits of this is that anyone with a browser, and the proper access rights, can view only the components of the spreadsheet that you allow.
Groove facilitates secure collaboration and sharing of documents and information internally and externally. Groove solves a common business problem where teams need to collaborate inside and outside of the firewall. Rather than having people email documents, or publish them to external public websites, Groove allows for secure and encrypted sharing of information. IT can also setup policies and audit the usage of Groove to manage the process.
The Open XML file format, which is the default for many programs in Office 2007, offers a number of security benefits and it also prevents most documents from being corrupted. Also, in the rare case that an Office 2007 document does become corrupted – you no longer lose the whole document. You can recover the document and remove the part of the document (e.g. image, video) that became corrupted.
Need to save an Office document to PDF or XPS but don’t want to spend extra money licensing 3rd party software? Great news. Office 2007 provides free integrated support for saving Office documents directly to PDF or XPS. Starting with Service Pack 2 (SP2) of Office 2007 these capabilities are directly integrated with Office.
Office 2007 is significantly more secure than prior versions of Office. In fact, the majority of Office security exploits and vulnerabilities do not affect Office 2007. By default, items that could possibly cause harm to your computer are disabled in Office 2007. The Trust Center in Office 2007 enables you to have much greater flexibility and control over add-ins; trusted publishers and locations; ActiveX Controls; and macros.
The Office Security Guide provides IT with more in depth details on security in Office 2007. If you are using Group Policy, solution accelerator templates exist to assist with applying security best practices.

Want to get Office Enterprise 2007 for $9.95?

cbortlik — Mon, 08 Jun 2009 16:30:28 GMT

We recently rolled out changes to the Microsoft Home Use Program (HUP) that may enable you to download Office Enterprise 2007 for your home personal use for just $9.95!

Details can be found on the Home Use site.

Not familiar with the Home Use Program? Home Use is just one of the many Software Assurance (SA) benefits that many of our customers enjoy.

In addition to getting upgrade rights to newer versions of Microsoft software, SA benefits also help with training and deploying Microsoft software.

June 26 - Office 2007 Deployment Hands On Lab in Waltham, MA Office

cbortlik — Fri, 22 May 2009 15:02:52 GMT

On Friday, June 26, 2009 from 8:30am – 4:00pm, I will be leading another 1 day technical hands-on lab related to Office 2007 deployment.

The event will be held at the Microsoft offices at 201 Jones Rd., Sixth Floor, Waltham, MA 02451

Space is limited and attendance is restricted to Northeast enterprise customers only. Register Today!

Click here to register or call 877.673.8368 and reference Event Code 1032400099.

Event Summary

Join us for the Deploying and Managing Office 2007 in the Enterprise hands on lab to learn about the new tools and technologies to deploy the 2007 Microsoft Office System. In this event, you will receive practical technical information and proven techniques necessary to design, customize, and deploy an Office 2007 installation in your environment. You will be given the deep technical assistance required to better plan your organization’s deployment, and have the opportunity to work with experienced resources that can help resolve potential deployment blockers and other upgrade related issues.

Join us for this one-day hands-on-lab and get technical information and experience on the following:

Planning for the deployment of Office 2007
Office Resource Kit
Deploying the 2007 Microsoft Office system with the Deployment Workbench
Office Customization Tool (OCT)
Multi-language integration
Local installation source
Group Policy Object templates and accelerators
Office Migration Planning Manager (OMPM) scanning tool
Detecting add-ins
Handling macro and Access database concerns
Converting documents to Office 2007
Compatibility of Office 2007 with prior formats
Strategies and tools for ramping users up on the new Office 2007 fluent user interface
Best practices in the Enterprise

What is a hands-on-lab?

These aren't your typical IT training class. They are delivered by Microsoft Field Technical Specialists with real world deployment experience. These hands-on labs are for experienced IT Pros who want to gain hands-on practice and experience with Microsoft’s Office deployment technologies. You can expect to spend the majority of the time interacting with the deployment tools / technologies in your own virtual lab environment with a moderate level of instructor presentation.

Who Should Attend?

These courses are for IT Professionals and Technical Decision Makers who require a in-depth knowledge of Microsoft’s deployment technologies and tools.

Prerequisites?

To get the most from this course, you will need to be familiar with the Windows and Office desktop environment.

Register Today! This special, no charge training event will fill quickly and space is limited, so be sure to register as soon as possible to reserve your seat. Note that attendance is restricted to Northeast enterprise customers only.

Office 2010: Register for the Technical Preview Program and Get More Info …

cbortlik — Wed, 13 May 2009 16:48:35 GMT

Earlier this week Microsoft made some important Office 2010 announcements during our annual TechEd conference. One of the announcements was that Microsoft will have an invitation only Technical Preview Program for Office 2010.

This program is scheduled to launch in July 2009 and will offer selected customers the opportunity to experience early, pre-release versions of Office 2010 which will include the following applications: Word 2010, Excel 2010, Outlook 2010, PowerPoint 2010, OneNote 2010, Access 2010, InfoPath 2010 and Publisher 2010.

As we count down to the start of the Technical Preview Program for Office 2010, more information and resources on Office 2010 are becoming publicly available for our customers and partners. These include:

Office 2010 Technical Preview Registration: Register to be considered for the Technical Preview Program, which is scheduled to begin in July 2009.
Office 2010 IT Blog: The official Office 2010 blog of the Microsoft Office product group. This includes information on the preliminary system requirements for Office 2010.
Office 2010 Forum: A place to discuss the Office 2010 Technical Preview Program and other information and questions around the new version Office
Office 2010 the Movie: A fun trailer and preview of things to come.
Office 2010 Press Release: Some high level details on Office, SharePoint and Exchange 2010.

Office, SharePoint and Exchange 2007 – Better Together

cbortlik — Tue, 05 May 2009 18:48:00 GMT

One of the topics that I frequently present on at conferences is the Office system and why it is “better” to use the Office 2007 client with the 2007 versions of the SharePoint and Exchange server products.

The presentation that I use for most of these sessions is a summary of many of the key items discussed in the Office/SharePoint “better together” whitepaper. It also touches upon some of the areas discussed in this Exchange 2007 feature comparison for the Exchange server with different Outlook and Outlook Web Access clients.

Here are some of the highlights:

Enterprise Content Management: Content Management process integrated into the Word, Excel and PowerPoint 2007 clients. This helps increase the adoption and usage of your SharePoint site and integrates critical functionality such as workflow and document properties, including metadata that is used to drive SharePoint views and improve search results.
PowerPoint Slide Libraries: Publish slides for central storage, reuse and change notification. Slide libraries add a great amount of business value by making sure that key corporate messages, content and branding are being reused and kept in sync.
Excel Services: Publish spreadsheets for server hosting, web viewing and component access control. The Excel Services whitepaper and my recent Excel for Business Intelligence (BI) blog post have additional details.
Outlook / SharePoint Integration: Bi-directional sync of calendars, tasks, contacts, and discussion boards. Offline access to document libraries. The Outlook Exchange website has a great article that walks thru all of the details.
Outlook / Exchange 2007 Utilization: Unified communications, Managed folders, Scheduling enhancements and more. This article reviews these and other new Outlook 2007 capabilities in greater detail.
Electronic Forms: Publish e-forms for e-mail and browser based form completion. My InfoPath blog post provides more information on this and other ways to leverage InfoPath.
OneNote / SharePoint Integration: You can have OneNote automatically synchronize shared notebooks with SharePoint, which can then be searched and viewed by people with the appropriate permissions. More information on OneNote can be found in this blog post.
Groove / SharePoint Integration: Direct synchronization between Groove workspaces and SharePoint document libraries. This whitepaper demonstrates how you can use Groove to securely collaborate and extend SharePoint to customers and partners that are outside of your organization and those with the need for off-line functionality or access to content in low network bandwidth scenarios.
Access / SharePoint Integration: Host Access data on SharePoint sites, use either browser or Access client to work with data. This enables you to move Access data to SharePoint lists and also helps with querying and joining multiple SharePoint lists and other data sources. More details can be found here.

Excel 2007 – Your Business Intelligence Client Solution

cbortlik — Fri, 01 May 2009 23:50:00 GMT

Many of my customers are evaluating business intelligence (BI) solutions. There are often many business drivers behind this trend including the need for analysis, reporting, planning and forecasting.

Prior to the release of Excel 2007 many customers would purchase a variety of different BI tools each with their own user interface, licensing costs and set of functionality. With Excel 2007 we have sought to bring BI to the masses while eliminating the need for a number of different tools and lowering the overall total cost of ownership for BI solutions.

Here is a summary of my top 10 favorite aspects of Excel 2007 for BI solutions:

Excel has become the rich BI client front end for PerformancePoint, SharePoint, SQL Server and any external data source or system. This allows users to easily aggregate, slice and dice many disparate data sources and get a consolidated view of their business.
By supporting 1 million rows and 16,000 columns of data in the same workbook, Excel 2007 allows you to work with more data. This addresses a critical business need expressed by many Excel users and overcomes previous product limitations of 64,000 rows which often resulted in the creation of multiple workbooks and extensive macros and programming to link the data together.
Excel Services enables you to easily publish an Excel workbook to SharePoint and then allow other users to access that data with just a web browser. This is of tremendous value when you want to make sure that everyone is looking at the latest version of data (aka a “single version of the truth”) and cases where you want to suppress hidden formulas, data and secure other sensitive data.
Conditional formatting adds powerful data visualization capabilities to Excel. You can easily add data bars, color scales, key performance indicators (KPI), and other icon sets to spot trends.
Pivot tables can now be created and used by anyone to organize and report on data. You do not need to be the “Excel guru” to be able to work with and change pivot tables. The redesigned pivot table capability and wizards streamlines the process.
The graphics engine for Office has been significantly improved with Office 2007. Charting and SmartArt produce professional looking graphics in very little time. These graphics can be shared and reused across Excel, PowerPoint and Word and eliminate the need for many 3rd party services and tools.
Tables in Excel automatically add common tools for working with related sets of data. For example, the filter and sort features have been improved and are automatically enabled now for Excel tables. You can apply multiple selections and even filter and sort by color (e.g. rows highlighted in green) and conditional format (e.g. by KPI).
Advanced built in formulas automate the creation of even the most complex calculations. Using Excel tables you can now even refer to cells based on user defined column and row names (e.g. Northeast, Southwest, etc.) rather than having to figure out the cryptic cell/column numbering (e.g. A1).
Data tools for identifying and removing duplicates, consolidating data and performing what-if analysis improves how you work with large sets of data and obtain meaningful insight from it.
Custom Office Business Application by partners and customers for building solutions on top of Excel. These could range from advanced Visual Studio .NET applications to basic macros. Since Excel uses the Open XML industry standard file format, Excel documents can be programmatically built and accessed from various tools.

Want to learn more? Check out the Microsoft Business Intelligence site and review customer case studies.

Office 2007 SP2 Released

cbortlik — Tue, 28 Apr 2009 17:43:00 GMT

Office 2007 service pack 2 has been released today and is available for download.

Some of the features being incorporated into SP2 are integrated support for saving to PDF, XPS and ODF file formats - all of which previously required separate free downloads. There are also some bug fixes and performance improvements included in this release. Outlook has one of the biggest set of updates. Specific details are provided at the links below:

PressPass Q&A - http://www.microsoft.com/presspass/features/2009/Apr09/04-28Office2007SP2QA.mspx
Sustained Engineering blog – Technical details, converter API
Office Interoperability blog - Doug Mahugh – Discusses additional file formats in Office from a standards point of view
Microsoft on the Issues blog – Discusses what file format choice means for customers & partners
Gray Matter - Gray Knowlton – Tells the broader Office developer story

Another reminder that mainstream support for Office 2003 ended earlier this month. More details on the Office 2003 support lifecycle, and reasons to consider upgrading to Office 2007, can be found on my earlier blog post here.

Office 2007 SP2 to Release on April 28, 2009

cbortlik — Thu, 16 Apr 2009 15:23:06 GMT

The Office Sustained Engineering team has just released the official date for shipping Office 2007 SP2. This will be released to the web for download on Tuesday, April 28, 2009.

More details on what is being addressed in SP2 can be found here on their blog post.

Also, just a reminder that mainstream support for Office 2003 ended earlier this week. More details on the Office 2003 support lifecycle, and reasons to consider upgrading to Office 2007, can be found on my earlier blog post here.

Exchange 2010 Public Beta Released

cbortlik — Wed, 15 Apr 2009 18:45:39 GMT

Today Microsoft announced Exchange 2010, and released the Public Beta for download.

The Exchange 2010 home page describes the new features, and links to business value information, video demonstrations, etc.:

http://www.microsoft.com/exchange/2010

The Exchange 2010 page on TechNet has system requirements, product documentation, and links to the software download:

http://technet.microsoft.com/en-us/exchange/2010/default.aspx

InfoPath – Going Green, Saving Money and Accelerating Development

cbortlik — Wed, 08 Apr 2009 21:52:00 GMT

Prior to joining Microsoft last year, I worked for more than 14 years as a Microsoft customer primarily in IT architect, development and technical management roles for large companies. Most of my recent work was related to building custom applications and forms on top of ASP.NET

One area that I did not explore much before joining Microsoft was InfoPath – especially what is currently available in InfoPath 2007.

With so many of my customers looking for ways to save money, go green and accelerate the development and deployment of new solutions, I figured it was a good time to write about my top 10 list of favorite InfoPath 2007 capabilities and solutions.

Many InfoPath developers are not developers at all! InfoPath is a great tool for business analysts and “power users” to create forms with little or no code. InfoPath also enables the creation of reusable templates and the segregation of development tasks between traditional developers and InfoPath designers. Check out this article for more details.
InfoPath can easily import existing Word or Excel documents into rich forms, which then enables the forms to be used as data input tools rather than just things that people print and then fill out.
You can quickly use optical character recognition (OCR) software to scan existing paper based documents into InfoPath to accelerate the move to electronic forms.
InfoPath forms can be built to target a rich InfoPath client and/or a web based InfoPath form running in SharePoint so users only need a browser to complete the form. The great news is that the design process is the same and InfoPath has a compatibility and design checker to automate the deployment and allow you to use the same form on a rich client or browser. There are a great set of InfoPath FAQ and roadmap articles to help you determine the right solution.
InfoPath forms can be used standalone or easily integrated into Outlook, Access or Groove. For example, a person can complete an InfoPath form in the body of an Outlook email message and never know that they are using InfoPath.
Using a tablet PC, InfoPath forms support inking technology to allow a user to write directly on an InfoPath form – another way of eliminating the need for paper forms.
InfoPath forms can be designed to support offline usage which is ideal for using InfoPath forms in scenarios where a network connection is not available.
Using XML technologies, InfoPath enables you to separate the data from the presentation device (e.g. PC, browser, phone) and to integrate InfoPath forms with back end systems and processes via web services, BizTalk and other techniques.
Need to do more with InfoPath than is available from the InfoPath forms designer? Good news. InfoPath forms can also be designed and extended using Visual Studio and managed .NET code.
Many customers and partners have used InfoPath to develop some advanced systems and processes that have helped them go green, save money, improve data quality and create more effective processes. Check out the case studies available to read more about what InfoPath can do!