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Microsoft Office 2010 Engineering

The official blog of the Microsoft Office product development group
Mobility in Office 2010

Microsoft Office 2010 provides you powerful new ways to deliver your best work - whether you’re at work or at home, whether you are travelling in a cab or on a flight, whether you are working on a PC, browser or phone. By offering more ways to access your files from virtually anywhere, Office 2010 puts you in control.

As part of Wednesday’s Office 2010 Beta Announcement we announced the availability of the Office Mobile 2010 Beta -- today’s post describes some of the exciting work we’ve done related to mobility in more detail.  Specifically, we’ll talk more about the experiences that make Office 2010 the mobile information worker’s best set of productivity tools on the phone.

Basically, there are two major offerings we provide for mobile information workers to work on their Office documents. Depending primarily on the type of phone you have, you get to choose whichever way works best for you or is available to you. One way is with Microsoft Office Mobile 2010 and another is with Microsoft Office 2010 Mobile Viewers.  We’ll discuss both in detail below, but in short…

…If you are using a Windows Phone

  • You get both options. If you want to modify your Office documents, you can use Office Mobile 2010 applications providing rich user experience which customers of Microsoft Office client applications are familiar with. If you just want to quickly view the documents, you can use Office 2010 Mobile Viewers which display your documents in mobile IE browser. We will walk you through the different scenarios in upcoming posts so you know which option might work best for you.

…If you are using a phone built on a non-Windows Platform

  • You get the Office 2010 Mobile Viewers option only. As previously mentioned, you get to view the Office documents in your mobile browser whether you have smartphones like iPhone, Blackberry, Android, Symbians or non-smartphones.

The Beta for Office Mobile 2010 is available worldwide in Windows Marketplace for Mobile for Windows Mobile 6.5 phones.  To try the Office 2010 Mobile Viewer, you need to have the Office Web Apps installed on your company’s Microsoft SharePoint Server 2010 and then you can use explorer on your phone to view Office documents on the server (read this Office Web App blog post for more information on how to deploy the Web Apps in the enterprise). 

In future blog posts, we will explore tips and tricks for the different apps and tools Microsoft Office provides to meet the demands of your busy life on-the-go with your mobile device.  In the meantime, enjoy the information below and we hope to hear your feedback soon!

Office Mobile 2010

Use Microsoft Office Mobile 2010 on your Windows phone to get the familiar Microsoft look and feel as well as the services that you’re used to.

Even when you’re on the road, you can view Microsoft Office Word, Microsoft Office Excel and Microsoft Office PowerPoint documents sent as email attachments.

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Word Mobile 2010

Excel Mobile 2010

PowerPoint Mobile 2010

Office Mobile 2010 also makes it easy for you to review documents on the move by adding the ability to edit Word, Excel, and PowerPoint files.  So use your commute time in a cab or on a flight to customize an existing presentation by hiding or rearranging slides, reviewing speaker notes, and even adding new notes as you rehearse. What’s more, you can now use your Windows phone as a presentation aid that enables you to control the slideshow and simultaneously view notes as you engage more effectively with your audience.

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View images and animations

SmartArt graphics are preserved

Manage Slides

Using OneNote Mobile, you can take and manage personal notes on your Windows phone. You can even record voice or take pictures using the phone and bring them to OneNote Mobile or share your notes with your PC and refer to them when you are away.

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Capture multimedia notes with ease

Take & insert a picture or voice recording

 Organize your notes with lists

In addition to files and e-mail attachments, if you get a link to content hosted on SharePoint Online or on SharePoint 2010, you can access it using SharePoint Workspace Mobile 2010, which enables you to browse sites, document libraries, and lists from the comfort of your Windows phone.

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Access multiple sites and libraries

View and sync documents easily

Access your content offline

We’ve also done work to allow you to save edited documents to the phone and just synchronize them back to the server in case you lose your mobile connection.

Office 2010 Mobile Viewers

With your mobile device browser, Office 2010 Mobile Viewers will help you stay organized, get things done, and present information by keeping Office at your fingertips.

Office 2010 Mobile Viewers enable you to view Microsoft Word, PowerPoint, and Excel files in an easy to read small-screen format that maintains high fidelity. Office 2010 Mobile Viewers target a wide range of devices and micro browsers so that people with or without smartphones can take the advantage of the cool features without having to upgrade your mobile phone. Here are a few examples.

Viewing product sales documents on your mobile phone

Imagine you are sitting in the airport when your colleague calls you and says that the inventory data sheet and promotion document you are going to share with the customers later has been modified and saved back on the SharePoint server to reflect the latest status. You don’t need to bother turning on your laptop. You open up your browser from your mobile phone, connect to your team SharePoint portal, select the inventory data sheet, and quickly see the new inventory diagram. You then click on promotion document and see that the visuals have been revamped. You feel confident before you walk on the plane knowing that the customers will surely be happy with your presentation later.

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Excel Mobile Viewer

Excel Mobile Viewer - Details

 

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Word Mobile Viewer – Image View

Word Mobile Viewer – Text View

 

Joining a meeting and viewing the presentation on your mobile phone

Office 2010 Mobile Viewers also go beyond just allowing you to view your own files. Imagine you’re stuck in a traffic jam are going to be late for a meeting that starts in 5 minutes. Now you pull out your mobile phone and pop open the email you received from the meeting presenter that contains a URL to the presentation broadcast (“Broadcasting a Slide Show” is a new feature supported by PowerPoint 2010 that will be talked about in more detail in the future). You can now participate in the call and view the current slide in real time as the presentation moves along.

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PowerPoint Mobile Viewer – Image View

PowerPoint Mobile Viewer – Outline View

We hope you’re as excited about Office Mobile 2010 as we are! Future posts will walk you through each of the above mobile productivity tools in more detail so when they are released you’ll be able to use them as we do and improve your productivity on the go.

Open XML: One Year In

As you’ve probably heard, this is a big week for Microsoft’s Business Division. Earlier this week we announced the public availability of Microsoft Office 2010 Beta. Have you ever wanted to co-author a document with your team in Word? Have you ever wanted to analyze tons of data at once in Excel? Have you ever wanted to push the limits of multimedia in your PowerPoint presentations? If so, check out the Beta.

It’s also a big week for the standards community, especially for those of us working in document formats. This week marks the year anniversary of the first publication of ISO/IEC 29500, also known as Open XML. As the cross-Office driver responsible for Open XML support in Office 2010, I thought that now would be a good time to reflect on the work that we have done in Office 2010 to support the Open XML standard, as well as how improving interoperability relates to our ability to innovate in Office.

Open XML Support in Office 2010

In the document format space, the big question on everyone’s mind is what level of support Office 2010 will have for Open XML. I’m happy to announce that Office 2010 will generate, by default, ISO/IEC 29500-compliant files of the transitional conformance class.

The first step to get Office 2010 generating ISO/IEC 29500-compliant files was to evaluate the files that we were generating in Office 2007. That product was generating ECMA-376 First Edition files, which, as you’ll recall, was the precursor to the ISO/IEC 29500 standard. Once we identified the differences in syntax resulting from either bugs or changes in the standard, we went about making the changes required to get our syntax compliant.

It generally surprises people when they learn about some of the changes we had to make to get our syntax compliant. In most cases, the changes were due to trivial bugs in specific scenarios. A favorite example of mine is a bug in Word 2007 where, in certain circumstances, Word would write out the oMath element before the rFonts element, whereas the standard clearly states that the oMath element should be written out after the rFonts element. This was a minor bug that was simple to fix and is characteristic of many of the changes we made.

Because we were changing some of the syntax of the files we write, we also did work to ensure that customers using previous versions of Office could continue to work with files using this new syntax. First, we included fixes in Office 2007 Service Pack 2 to ensure continued compatibility. Second, we updated the Compatibility Packs for older versions of Office, too. In other words, if you have Office 2007 SP2 or the latest compatibility pack, interoperability with Office 2010 will be seamless.

We also went further than just ensuring syntax-compliance of the files we generate. We went through many of the accepted recommendations that various national bodies made during the ISO ratification process for Open XML, and identified a handful that we wanted to support in Office 2010. Here are a few highlights:

  • support for reading the new percentage and measurement syntaxes;
  • support for titles on shapes to improve accessibility;
  • support for more named colors and support for longer color MRUs lists; and,
  • support for the new contentPart to persist ink.

There are two other particularly important investments we’ve made based on national body feedback provided via the standards process.

The first relates to our dependency on Vector Markup Language ( VML ). We heard clear feedback during the ratification process that depending on VML was a difficult requirement for other implementers. To lower this bar, we set out to reduce our dependency on VML, and have made great strides moving to DrawingML. PowerPoint 2010, for example, almost never makes use of VML as its primary method of representing drawing elements.

The second relates to the date syntax in spreadsheets. Again, during the ratification process, we heard lots of requests to add support for using the ISO 8601 Dates syntax for expressing dates in spreadsheets. Although currently in progress, Excel 2010 Beta includes support for this syntax. What is noteworthy about this investment is that we’re working closely with members of JTC 1 SC 34 ( the standards body responsible with Open XML maintenance ) to identify and resolve backward compatibility issues related to this new functionality. We’re particularly proud of this cooperation between Microsoft and the standards community.

The Relationship between Improving Interoperability and Innovation

As I talk to customers and partners about the work we’re doing to improve interoperability, I get asked lots of questions about how this quest to improve interoperability impacts our ability to deliver innovation in Office.

A few months ago at the Seattle, Washington DII event, one of my friends, Dr. Lee, a member of the JTC 1 SC 34 Korean National Body delegation, once asked me, what impact this focus on improving interoperability has on our ability to innovate in Office. It was a great question and the answer surprised many of the DII attendees.

My answer was simple: None. In fact, if anything, it makes it easier for us to innovate. The room fell silent.

From a technical perspective, there is nothing in the standard which prevents us from innovating. True, there are many rules and requirements we must follow. But there are also a number of technologies defined in the Open XML standard, MCE and extension lists, for example, which allow all implementers the ability to deliver compliant implementations, and, at the same time, compete in the marketplace on customer value. Microsoft Office, as we showed in that DII event, makes heavy use of these technologies to add all of the great innovations being delivered in the 2010 release, such as sparklines in Excel 2010 and new transitions in PowerPoint 2010.

I also pointed out that we fully documented both the Office 2010’s Open XML implementation as well as the technical details behind those innovations to ensure that all implementers had free access to that information. After all, this is about interoperability.

But the answer to Dr. Lee’s question was more than about technology. It was also about how working to improve interoperability has positively impacted the manner in which we build Office.

Interoperability has been elevated to the same level as other core design requirements of our products. Just as all of our features go through security and privacy reviews, performance and scalability testing, accessibility and programmability reviews, and international sufficient testing, we now approach interoperability the same way. Instead of documenting our file format implementations at the end of the release, we document the implementations during the release, while it’s being worked on. This provides countless benefits to the engineering team, allowing them to build features in a more efficient and more effective manner. It also makes on-boarding new employees, as well as load-balancing between employees, much more efficient given the wealth of documentation we have regarding our document formats. Ultimately, it is simply a great benefit to the entire design process. And fortunately it’s here to stay.

But it is more than just documenting your document format. It’s about continually looking for new ways to improve general interoperability between different vendors’ implementations. We recently held a DII event on the PST format used by Outlook. We did it not because we had to, but because it was the right thing to do. And based on the feedback so far, this was a great win for the industry.

I promised myself that I would limit this post to no more than two and a half pages. So for those of you who I have been unable to convince that our quest to improve interoperability hasn’t stifled our ability to innovate, I can only make one more suggestion to prove my case: go get the Beta. It’s well worth it.

As always, everyone working on Microsoft Office would love to get your feedback on ways in which we can improve the current state of interoperability. We hope that you’ll share our excitement for the Office 2010 release.

Shawn Villaron

Group Program Manager, Microsoft Office

shawnv@microsoft.com

For More Information

Business Deployment of the Office Web Apps

This post is for IT Professionals who may wish to host the Office Web Apps within your own organization on your own servers.  As we announced earlier this morning, the Office Web Apps are now available in a public beta for our business customers to try with SharePoint 2010. 

Franklin Williams, a Program Manager on the Office Web Apps team, has posted information on the Web Apps blog about how to deploy Office Web Apps on-premise on a server running Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010.  His post will help anyone interested in evaluating the Beta and understanding how the Office Web Apps can work inside an organization’s IT infrastructure when they are released in 2010.

Enjoy!

Announcing Office 2010 Beta Availability

Today is an exciting day! At PDC we announced the availability of the public betas of Microsoft Office 2010, SharePoint Server 2010, Visio 2010, Project 2010 and Office Web Apps for business customers. If you’d like to be one of the millions of people who try, test and give feedback on the latest and greatest, you can download the betas at www.microsoft.com/2010.

We also announced that Microsoft Office Mobile 2010 beta is available now too, and you can download it through the Windows Mobile Marketplace for Windows Mobile 6.5 phones.

The final release of Office 2010 will debut next year, but we’re excited to allow everyone to start using the new features and tools that will help you collaborate, connect and work better together with others across the PC, mobile phone and browser.

The betas released today include everything we’ve talked about so far on this Blog and much more. In addition, today we announced several new facets of Office 2010 that you can check out when you download the beta:

  • The New Outlook Social Connector brings your communications history, business and social networking feeds right into Outlook, helping you quickly keep track of conversations and stay up-to-date with co-workers, friends and family without switching programs or changing your routine. Today’s beta supports SharePoint social networking and will support Windows Live when Office launches. The business networking site LinkedIn will be the first to provide a connector for the Outlook Social Connector early next year.  Read more about the Social Connector on the Outlook Team’s blog post!
  • For developers and partners, SharePoint Server 2010 and Office 2010 will combine with Visio 2010 using the tools you know and love, and have new rich APIs and support for industry standards to quickly build content and collaboration applications on the SharePoint and Office platform. We’re also releasing Outlook Social Connector SDK, available for download on MSDN, so developers can build connectors to third-party social networks. Start testing and building solutions for your customers today!
  • imageA new look.  The Microsoft Office brand will sport a new look next year, reflecting technology innovations in Office 2010. The re-design includes an updated Office logo, a new orange color palette for the Microsoft Office brand, and updated icons for Office 2010 applications that make it easier to quickly identify the Office products you work in.

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  • Finally, in partnership with SAP, we’re also announcing Duet Enterprise for Microsoft SharePoint and SAP. This new product jointly developed with SAP increases the interoperability of SAP applications with Microsoft SharePoint 2010 and Microsoft Office 2010 to provide complete flexibility and extensibility to compose solutions that blend the worlds of process and collaboration. Complete with pre-packaged integration templates and the building blocks needed for additional applications, IT organizations and partners will be able to compose context from SAP with SharePoint and Office content and collaboration. Duet Enterprise is expected for release in the second half of 2010.

The announcements and releases today reflect years of work for the Office team here at Microsoft – head on over to www.microsoft.com/2010, download the Beta, and let us know what you think!

UX Design Tools & Techniques

Hello, I’m Jeffrey Dunn (User Experience Designer) with the Office Design Group (ODG). As Shawn mentioned in his “Designing with Customer in Mind” post, ODG includes UX Designers who work to create compelling software. I’d like to share with you a little bit of the design work that went into Office 2010. I hope to give you a sense of the scope of our work and how it’s made 2010 a better experience for you.

Just what is UX Design?

UX design defines how software looks and behaves. We’re deeply interested in the interaction models that affect how software is perceived, learned and used. Our goal is to make compelling software that’s usable, useful and desirable. We are not the only discipline at Microsoft that has an active hand in experience design. In fact we are a partner. We work closely with the researchers in ODG (see Tim’s previous post “UX Research Tools and Techniques”) to integrate your feedback into our software design process. We are embedded with engineering teams and also work closely with many of the folks you’ve heard from on this blog: the teams that produce Word, Excel, PowerPoint, Visio, Project, SharePoint etc.

As UX designers we get to exercise many creative muscles you might associate with the word ‘design’. We sketch on paper. We brainstorm new opportunities. We envision interactive flows and innovative ideas. We create wireframes of software interactions, and mock-up the look and feel of our software. Many of these creative tools have one goal in common: they minimize the risk of committing to a particular design direction. The artifacts we produce support discussion with product teams, researchers and you. They help us realize which design proposals are compelling & feasible.

Yeah but what do you really do?

We sketch. We build prototypes. We design the visuals. Though not as concise, the samples below may illustrate what we do with a little more clarity. Since I’ve worked closely with the SharePoint product team to incorporate the Ribbon user interface, I’ll share with you a few samples that highlight the development of SharePoint 2010. It’s important to note, most of these samples represent designs that do not match what you see in Beta. This is important as many of our sketches & prototypes are explorations. We aim to fail early and often such that what you see when we ship is the best that it can be.

Sketching is a tool we use throughout the product development cycle. It’s often helpful in the early phases. Collaborating with researchers and the product teams, designers sketch and iterate on feature design. Sketching is very low cost work. We can explore a myriad of possibilities without committing time to visual polish or code. The quick and loose nature of a sketched designs helps crystalize a vision, teasing out goals and success criteria. It sets the foundation for discussion, iteration and polish.

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These early sketches explore possible placement of Ribbon UI in SharePoint 2010. (Click to see larger images)

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Sample sketches exploring alternate ways to access site level commands in SharePoint 2010. (Click to see larger images.)

Once a design direction is well understood we often create a prototype. These mock user interfaces are often click-able and rich with interaction. Like the sample below, some prototypes are bare, almost wireframes. Regardless of the fidelity, creating a prototype helps us get a closer look at the intended design. The process of building one removes ambiguity by crystalizing a number of decisions into a design that can be experienced, just like the real software. It is common for us to evaluate the experience of these prototypes in the lab, with people from outside Microsoft. Tim mentioned this in his post “UX Research Tools and Techniques”.

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Here is a sample prototype exploring ribbon interaction for SharePoint 2010.

Designing the form and behavior of our applications is another core part of what we do as designers. The visuals or form are closely tied with the interaction or behavior. We carefully consider how the user interface is presented. We also carefully craft the subtle details that make each button hover and transition feel alive. In a future post we’ll spend some time explaining the details of how we develop visuals and branding. Here, I want to share what happens once interaction and visual direction is defined. There is quite a bit of work that goes into specifying interface details. Being embedded with engineering teams means that we play a crucial role in making sure that software matches our specification. This is what we often call a fit and finish stage. The sample below illustrates just how detailed we get about visual.

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Above is a sample visual specification of SharePoint 2010 Ribbon user interface.

What else?

I hope this quick overview of user experience design helps you understand the impact of our discipline on the software you use. Our work affects the look, feel and behavior of Office products. It’s evident in the icons, themes, visuals and details of each application screen. It also shows through in the bits of delight we hope you experience when you use Office.

Please look for our upcoming posts on the Visual and Branding story for Office 2010. We look forward to hearing what you think! Thanks for reading.

Making the Ribbon Mine

Hello, my name is Melissa Kerr and I am a Program Manager on the Office User Experience team. Today I'm introducing the era of “This is your Ribbon!”, made possible by the new Ribbon customization feature available in Office 2010. Ribbon customization is available across all Office 2010 client applications, and allows you to create a personalized Ribbon optimized to the way you work with the application.

Customization is the ability to add, remove and relocate commands within an application, and is not a new idea. It began with Command Bars in Office 97, progressed to the Quick Access Toolbar in Office 2007, and now has evolved to include Ribbon customization with Office 2010.

Why would I customize?

Office is used by approximately one billion people worldwide, and we know the default organization of commands can’t possibly match the preferences of every single one of our customers.

Using customization in Office 2010, you can group your favorite and most frequently used commands in one location, or remove seldom used commands. Or maybe you have a repetitive task that you’d like to accomplish in fewer mouse clicks. You now have the ability to put those commands on a custom tab, or add them to a new group on an existing tab.

Let's say that you are an editor for a local newspaper and that your company uses Word 2010 to review all articles that are going to print. When reviewing articles, you find that a specific set of commands are used over and over. You’d love for all those commands to be located together on a single tab, making each command only a single click away.

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An example of a customized Ribbon.

The Options dialog provides a user interface for customizing the Ribbon, which doesn’t require any coding. To launch this dialog, you can either right click on the Ribbon and click “Customize the Ribbon”, or enter through “Options” on the File tab.

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Two entry points to Ribbon customization

The commands you frequently use are located on different tabs, therefore you decide that creating a new custom tab with all of them in one location would be the easiest way to streamline your work and get the results you want faster.

  • First, create a new custom tab by clicking ‘New Tab’(1 in the image below).
  • You can rename the custom tab to better reflect its contents (2 in the image below).
  • Using the filters available in the left dropdown, you can find your frequently used commands (3 in the image below). For example, a few of those commands are located on the Review tab, so you look under the Main Tabs filter. Some other commands are located on the File tab, so you look under the File Tab filter.
  • Once a desired command is located, drag and drop it into a custom group (4 in the image below)!

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When all customizations are completed, click OK to create your custom Ribbon.

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Applying your customizations.

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End result of your Ribbon customizations.

Joe, your coworker on floor 3, heard that you created a personalized Ribbon that is optimized to the way you work with Word. He wants what you have! Well, that's easy… Sharing your customizations is as simple as exporting a single file and sending it to him.

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Importing & exporting customizations.

Importing and exporting customization files can also benefit many scenarios within an organization. For example, an IT department can create a company-wide custom Ribbon and then distribute it to the entire organization via policy and Office configuration deployment. That will ensure all employees are using the organization’s customized Ribbon.

Features of Ribbon Customization

Ribbon customization capabilities are not limited to the above scenario. Here is a list of the major functionality that Ribbon customization offers:

  • Creating custom tabs and custom groups
  • Adding custom and built-in groups to both custom and built-in tabs
  • Adding commands to custom groups. Note that you can drag and drop in the Options dialog to add and rearrange tabs, groups, and commands
  • Renaming any tab, group, or command
  • Changing an icon used for any group or command
  • Hiding any tab (without deleting it), so you can reuse it later
  • Removing built-in groups from built-in tabs
  • Choosing to show only icons (without labels) for commands in a custom group. This allows you to fit a lot of commands into a single custom group.
  • Resetting single tabs back to the default state or resetting all customizations
  • Exporting all customizations to a file that can be imported and used on other computers
  • Use administrative policies to restrict customizations to the user interface
  • Use administrative policies to control roaming of customizations, which allows user customizations to be available on any network computer upon log on
  • Distribute customizations to multiple users by using operating scripts

Thanks for reading and I hope that you will enjoy the era of “This is your Ribbon!”.

Click-to-Run: Delivering Office in the 21st Century

Introducing Click-to-Run

If you’re the type of person who likes to test-drive the latest and greatest software (or you’re the type of person who reads an Office Engineering blog…), then you’re probably familiar with the pain that can be part of trying out new software for the first time. My name is Paul Barr, Lead Program Manager for the Click-to-Run team in Office 2010, and we’ve built Click-to-Run with you in mind. What follows is a more in-depth post on the technology introduced in the New Ways to Try and Buy Microsoft Office 2010 announcement.

Delivering rich programs like Office over the internet hasn’t changed much in the last decade. Sure, we have self-extracting executables, securely signed files, and download managers, but all of these fall short of solving what we think are the biggest problems with downloading and installing large applications:

  1. It’s slooooowwww. Office has a lot of great features and content, but it’s also very big, and it takes a long time to get the whole thing downloaded, installed, and running. This prevents users from getting the products in any sort of context to the current task they’re trying to perform.
  2. Applications are often out of date. How many times have you downloaded new software only to be prompted to update it immediately?
  3. Installing a new version can sometimes mean uninstalling the old one, or it might be disruptive to other software you have installed on the System.

What is Click-to-Run?

Click-to-Run is a new software delivery mechanism built by the Office product team. It’s based on core virtualization and streaming technologies from the Microsoft App-V team in Cambridge, MA. Click-to-Run is optimized for home users on broadband connections (at least 1Mbps), and there are three key pillars of the investment:

  1. It’s fast.  Home users can stream Office and be running their apps in as little as 90 seconds (under 5 minutes on average), or about 10% of the time it would take otherwise. The products still run locally utilizing the PC’s resources, they don’t “run in the cloud”.
  2. With Click-to-Run, it’s easier to always be running the latest and most secure version of Office.  Click-to-Run users get the latest bits right away (rather than old bits that need to be patched immediately, which can take another 60 minutes over the internet).  Click-to-Run users also get updated automatically over time, with no need to download or install patches.  The product seamlessly updates itself in the background.
  3. It’s low impact, and co-exists with other software on the machine.  Click-to-Run products are virtualized, so they don’t conflict with other software.  For instance, users can run Office 2007 for their production scenarios while they evaluate a trial of Office 2010. This addresses a major user pain point. 

Click-to-Run products also take up about half the disk space of normal products, they repair more completely, and they won’t break other software installed on the PC because they have private copies of all of their files and registration.

Click-to-Run is not a new Office “product”, it’s a new way of delivering and updating the products with which you are already familiar. Click-to-Run delivery is available for both the Office Home and Student 2010, and Office Home and Business 2010 products. It has full language support, and will work on both 32-bit and 64-bit Operating Systems (although only the 32-bit version of Office is actually run on both platforms).

How does Click-to-Run work?

Products delivered via Click-to-Run execute in a virtual application environment on the local Operating System. This means that they have private copies of their files and settings, and that any changes they make are captured in the virtual environment. The effect is they don’t end up modifying any other software installed on the System. With few exceptions, only user data actually passes through the virtual environment to the local System. Click-to-Run users may notice that they have a virtual Q: drive on their PCs, this is the virtual file system used by Office.

Click-to-Run products also support streaming. Think of this in the same way you think about streaming video. You get to watch the first part of the video before the entire file downloads. With Click-to-Run, users can start using their Office programs before the entire suite or product has been downloaded, enabling them to get to work much faster. While the user is running their application, the rest of the products are being downloaded in the background. The initial installation process is very different than what users may be used to. The experience of getting Click-to-Run Office is more like downloading a big web control than doing a traditional Office install:

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If a user tries to use a feature or application that is not yet downloaded, Click-to-Run retrieves the required functionality from the internet immediately. In this case, the application may pause briefly, and users might see an experience like the below:

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Users can see the current progress of the product download by launching the Click-to-Run Application Manager in Windows Control Panel:

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Once fully downloaded, the product is cached locally, and users are free to disconnect from the internet and continue using their Office products:

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Click-to-Run in the Office 2010 Beta and beyond…

Users will see that the Office Home and Business 2010 Beta product is available to download using the Click-to-Run technology. This option is optimized for high bandwidth connections (low bandwidth users should download the Office Professional 2010 Beta). When Office 2010 releases, Click-to-Run delivery will be available for a wider range of Office products. Users who download an Office 2010 product using Click-to-Run delivery also have access to the “normal” self-extracting version, as well as the native 64-bit version if those better suit their needs.

Home users may notice that a handful of things behave differently when using a Click-to-Run version of the Office 2010 products. For instance, there is a Click-to-Run specific destination in the Backstage for each application in the product. This section gives details about the status of applied updates, and links to more information about Click-to-Run:

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It’s also possible that users will notice that some add-ins, or other integration points with the Office client, behave differently or are broken when using a Click-to-Run product. The vast majority of these will have no issues. All macros, in-document automation, and cross-Office application interoperability work fine. But sometimes the Office product group must make changes that cause some integrated solutions to require updating (building 64-bit versions of the applications is another good example of this). In some cases, add-ins might have trouble locating the Click-to-Run Office products on the machine, or they might have issues communicating with Office products when they are running in the virtual environment.

We expect these issues to be limited in scope. You will see more from us on how to resolve these both for users, and developers that wish to extend Office. In the Beta timeframe, if you are a developer, or are having issues with an add-in that you believe is compatible with Office 2010, you may want to obtain the Professional version of the Office 2010 Beta.

Wrapping it up…

As you’ve seen through the other posts on this blog, the Office 2010 rich clients bring a great new set of features and functionality to users. Click-to-Run is about getting that value into the hands of users easier, faster, and safer than ever. We’re very excited to pioneer the next generation of software delivery over the internet, and we look forward to your feedback.

Data Driven Engineering: Tracking Usage to Make Decisions

Hello, my name is Peter and I work in the Office Trustworthy Computing (TWC) team. One of my team’s areas of focus is collecting data on how various applications are being used so we can make informed decisions. You’ve probably seen, and based on the comments received to date, have used our Send-a-Smile feedback tool. In addition to that type of qualitative feedback, the last 3 versions of Office have included telemetry through the Customer Experience Improvement Program (CEIP) to help us understand how applications are being used. The combination of qualitative and quantitative data provides valuable insights for making informed design decisions.

What is the Customer Experience Improvement Program?

In short, the CEIP is an anonymous opt-in program that helps us improve Office. If you opt-in to the CEIP, anonymous data about how you use Office are uploaded to Microsoft occasionally in the background.

When you run an Office 2010 application for the first time you are asked about what settings you want to apply to ‘Help Protect and Improve Microsoft Office’ and the CEIP is included in the Recommended Settings. You can also find this in the Privacy Options of the Trust Center. In previous versions, opt-in was through a “Help Make Office Better” balloon that would pop up the first time you ran Office.

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Of course, we respect your privacy and don’t collect any information that could identify you or your data personally. Your anonymous data is combined with millions of other users to provide us a broad picture of how people use Office.

What do we collect?

We collect a lot of information on our applications, too much to enumerate in a blog post. The engineering teams have defined data points that they are interested in learning about, and added those to the software for data collection. They typically fall in the following categories:

  • Usage. The bulk of the data points fall into this category and they tell us how the software is used. Some of the information collected includes the commands that are on the Ribbon, general feature usage, actions taken in wizards, etc. It allows us to answer general questions like ‘how many users do X’ and ‘how often does X happen’, as well as specific questions like ‘how many documents contain pictures or what is the average size of a Word document’.
  • Reliability and Performance. We want to make sure that our software performs as expected and have as much information as possible in the event it doesn’t. For example, to measure Reliability developers put assertions in the code that tell us when there is a logical inconsistency (e.g., something that was expected did not happen) – knowing how often these happen helps us focus on improving the product in future releases. In the case of Performance, we expect applications to boot and load documents fast – collecting basics like document size and load time allows us to verify how well we’re doing.
  • Hardware/Software Configuration. What kind of hardware people have and how they have configured their various Office applications helps us interpret the data by providing context. For example, if we see a slow document load time, does this happen only on machines with low RAM or a particular processor speed? How do video card characteristics affect transitions in PowerPoint? How does usage differ across languages and locales?

The TWC team provides the expertise and guidance for the different application teams to get high quality telemetry on their particular usage. Since we receive over a billion sessions in a month, we rely heavily on data aggregation and provide several analysis and reporting tools so teams can access the data more easily when they want to know how their customers are using their software.

How do we use the data?

Before we had the data from customers participating in the CEIP, design decisions were quite often based on consulting people who had worked on the product for a long time (opinions) or personal observations of, say, someone’s family members (anecdotes). If you were lucky, you had some data from the researchers in the Office Design Group or a survey done by the Planning team. There was data, but it was from a constrained sample of users, rarely data from real users, doing real work. Throughout the development of the Office 2003 release, the Office teams began leveraging the CEIP data to better understand how real users used the Office applications. With every release, we’ve grown our toolset and have a richer understanding and appreciation of real-world usage data.

For many of the Office 2010 design decisions, we leveraged this usage data to answer questions based on how real customers actually use the applications. To provide a single example, take the question on whether the Ribbon should be collapsed when users were in a particular view in PowerPoint – the discussion was on whether users could still figure out how to start a slideshow. We have a few different entry points to start a slideshow and the reporting tool showed how often each was used.

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Based on the Command Name and the ID, we know that the one showing 65.9% is not on the Ribbon, but still a significant number of users (25.6%) click the Ribbon. We can drill down even further and see that the vast majority of users access the Slideshow command through the status bar instead of using a hotkey.

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While the design process involves more than just data, this example shows how your participation in the CEIP can replace the opinions and anecdotes from ‘experts’. Knowledge about actual usage is extremely valuable and ultimately puts us in the position to make intelligent decisions and create a better product for you.

In future posts we will give you an overview of other feedback mechanisms we use to improve the product, such as error reporting to find and fix reliability issues, as well as a tool to collect data for performance and responsiveness issues.

I look forward to reading your comments and questions on how we use data during the development cycle.

Thanks,

Peter Koss-Nobel, Senior Program Manager Lead, Office Trustworthy Computing

UI Extensibility in Office 2010

When introducing the Ribbon UI in Office 2007, we also introduced the RibbonX (Ribbon extensibility) model, a new way to programmatically customize the Office UI. RibbonX enables 3rd party developers and solution providers to build on top of the Ribbon by authoring custom tabs and groups, targeting scenarios unique to and optimized for their customers.

Office 2010 extends the span of the UI extensibility platform by providing support for customization of the new Backstage view. It also adds several new, powerful features to the existent RibbonX platform.

Extending the Backstage View

The Backstage view is a new integral part of the Office UI. It elevates the file-level features (printing, sharing, distributing, collaborating, etc.) the way the Ribbon elevated document creation features. Making it easy for 3rd parties to extend the Backstage view’s immersive UI in meaningful ways is a large area of our extensibility focus in Office 2010.

One may ask – “when is it appropriate to extend the Ribbon and when the Backstage view?” If you are building a solution that targets document editing and content generation scenarios (i.e. your features will be helping customers when working in the document), extending the Ribbon is the way to go. If, on the other hand, your customers need a solution that helps them work with documents, processes and custom workflows that those documents are associated with, extending the Backstage is the recommended approach.

Example 1 – Efficient Project/Process Management via Custom Backstage Tab

More than ever in the past, today’s documents evolve via collaborative efforts, shifting through various stages and cycles. Processes that those documents are tied to are often highly customized and organization-specific. The Backstage view offers a great place to expose custom info about documents and those idiosyncratic processes, and enable users to “move” those documents through various stages.

Below is an add-in that adds a custom Contoso Process tab to the Backstage view; all of the custom UI in the example is built using the new Backstage extensibility model. Contoso Process tab displays relevant metadata about the spreadsheet and the phase it is in, as well as remaining steps that need to be taken for the spreadsheet to progress to the next stage. Schedule For Design Phase and Open Design Issues groups are red, indicating issues that require immediate attention. The graph on the right provides “bigger picture,” a summary of where in the process all of the other related spreadsheets are. It is easy to imagine how all of this custom metadata could be pulled from a SharePoint library which hosts the spreadsheets.

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The Contoso Process UI displays custom metadata and contextually-aware custom UI for process management

Once all of the open design issues are resolved, Exit Design Phase button on top of the tab can be enabled programmatically. Clicking it moves the spreadsheet into the legal review phase and the tab updates its content dynamically to show the new status and the requirements for the new phase.

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The Contoso Process UI updates dynamically to reflect the new phase spreadsheet has been moved to

Example 2 – Integrating Custom Features with Built-in Backstage Tabs

Imagine you are a solution developer, and sharing documents is a common scenario for your customers. They like the capabilities of the built-in Share tab in the Backstage view, but they also want a direct way to exchange their documents via Windows Live Hotmail and Facebook. Backstage extensibility empowers you to create and integrate both of these custom features into the built-in Share tab.

Here is what the customized Send Using E-Mail form would look like with the Send via Hotmail group added (the bottom right of the picture):

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Custom Send via Hotmail group is integrated into the built-in Send Using E-mail form

And, here is what the customized Share tab would look like with the new Post to Facebook task (and the associated form) added:

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Built-in Share tab is extended with a custom Post to Facebook task

Example 3 – Adding Quick, Custom File-Level Commands to the Backstage View

Now imagine you are a developer and your customers do a lot of intense data editing in multiple documents simultaneously. They open and close documents frequently, and they don’t want to be prompted to save changes when closing documents.

With the Backstage view extensibility, you can easily replace the built-in Close command with a custom Save and Close control which automatically saves the document before closing it.

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Navigation pane in the Backstage before and after the change to replace built-in Close with custom Save & Close

Backstage View Extensibility – High-Level Overview for Developers

Backstage customizations are defined in the same markup file that contains Ribbon and context menu customizations; the Backstage is just another top-level node. Its internal hierarchy is in many ways similar to the Ribbon’s. Primarily, just like the Ribbon, the Backstage uses tabs as its core building blocks. Backstage tabs can contain either one or two columns of groups. The custom Contoso Process tab from the earlier example contains two columns:

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Unlike the Ribbon, the Backstage can also host buttons at the top level – they show up as fast commands in the navigation pane, like the Save and Close command from our earlier example.

While groups in the Ribbon and the Backstage have different spatial organization of content, they can host numerous identical control types, with callbacks (custom functions that define unique control behaviors and which are being called by Office code) for those controls being same across the two.

More details on the Backstage extensibility, its structure and features will be provided in the upcoming Beta documentation. As the Beta build of Office 2010 becomes publicly available, the documentation will be published at the Office Developer Center on MSDN, and will include the full Backstage XML schema, the list of built-in control IDs, a comprehensive introductory article on Backstage extensibility, as well as numerous Backstage extensibility code samples.

Office Menu Customizations from Office 2007

If your solution customized the Office Menu in Office 2007, it will keep working in Office 2010. All of the custom functionality that was added to the Office Menu shows up in the Add-Ins flyout in the Backstage’s navigation pane:

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Custom Office Menu additions (from Office 2007) show up in the Backstage’s navigation pane

RibbonX Platform Improvements

Tab activation and group auto-scaling are frequently requested features we hear from developers who create Ribbon solutions. Tab activation enables developers to activate a tab on demand; this brings the tab to the foreground (as if it were selected) in response to some event. Group auto-scaling enables custom Ribbon groups to adapt their layout to best match the horizontal window size. Improving context menu extensibility is another feature request we hear often. We addressed all these requests in Office 2010.

Tab Activation Support

Imagine a scenario in which you have built an Excel solution with several custom tabs. If each of your custom tabs pertains to a particular type of data, you may want to ensure that the appropriate tab is brought to the foreground when the user interacts with corresponding data type. You achieve this using the ActivateTab method on the IRibbonUI object (passing to it a String-type parameter specifying the custom tab to activate):

IRibbonUI.ActivateTab(String tabID).

You can use a “parallel” ActivateTabMso method to activate a built-in tab and ActivateTabQ method to activate a tab shared between multiple add-ins (ActivateTabQ requires an extra String-type parameter that specifies the namespace of the target add-in).

Custom Group Auto-Scaling

You have probably noticed that built-in Ribbon groups change their layout when you resize the window. When the window is larger, groups in the Ribbon use the space to show labels or “grow” the size of some commands; as the window shrinks down, groups adapt and “pack” more functionality into less space.

Imagine if customers of your solution want to run with non-maximized windows so they can have multiple applications visible simultaneously. However, when they make the application window smaller, they don’t want commands in your custom group to immediately resize into a single button and be an extra click away. Without having to define when or exactly how your custom group scales, in Office 2010 you can just indicate that the group should adaptively change its layout (by setting its autoScale property to “true”), and Office will ensure that it best fits within the changing window size.

Here is an example that shows how an add-in group would scale using autoScale=true; note that you should assign an icon to the group itself as the icon will be used when the group finally transforms into a single button:

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In Office 2010 a custom group can change its layout to best fit within the resized application window

Context Menu Extensibility

If you are building solutions on top of Office and efficient access to frequently-used, contextual functionality is important for users of your solutions, you have probably considered customizing right-click menus. Some context menus have been extensible via the CommandBars Object Model. However, there are context menus that can’t be changed this way; for example, PowerPoint 2007 contains context menus that aren’t accessible via the CommandBars OM. And, several control types (galleries, split-buttons) can’t be added to context menus via the CommandBars OM.

In Office 2010, you can rely on the familiar RibbonX model to also customize context menus. All of the control types supported in built-in menus can now be added to customized context menus. Context menus are accessible in Office 2010 as a new top-level node in the custom UI markup, the same markup that already hosts the Ribbon.

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Customized cell context menu in Excel with a custom split-button, gallery and a separator added

Conclusion

The new Backstage extensibility platform and Ribbon extensibility enhancements empower you to build Office 2010 solutions that are even richer than the ones you could build in the past. We hope that you have already started using these features in the Technical Preview build of Office 2010 and we greatly appreciate your continuous feedback.

Further Reading

- Mirko Mandic, Office User Experience Program Manager

Update - 11/3: Links to more resources has been added in a “Further Reading” at the end of the post.

Update - 11/20: More technical articles have been provided with the release of the Office 2010 public Beta – see Mirko’s comment below (posted on 11/20) for those details.

UX Research Tools and Techniques

Hi, let us introduce ourselves. I’m Tim Weber (UX Researcher) and I’m Tricia Fejfar (UX Research Manager) in the Office Design Group (ODG). As Shawn indicated in his “Designing with Customers in Mind” post, ODG includes UX Researchers who work to understand user needs and to integrate user feedback into our software design process.  We want to tell you a little bit about some of our research for Office 2010 and how it’s made the overall experience better for users like you.

Tell me again, what is UX Research?

UX research is complementary to other types of research that Microsoft does, including market research and product planning research.  While there is overlap among these different types of research, you could think of UX research as providing information to help create the Office experiences you have in Excel, Word, SharePoint, PowerPoint, Visio, Project, etc. As UX Researchers, we answer questions such as:

  • How well do the scenarios we’re building map to customer needs and expectations?
  • In choosing a feature set to work on, what will be most useful for Office users? 
  • In designing an experience, what is the best design, and what tweaks do we need to make to help our users be more productive?

Throughout the product cycle, UX researchers answer these (and many more) questions.  Basically, we get to do the fun stuff of interacting with our customers and see obvious impact in our product from the customer feedback we collect.

When most people think of UX research, they think of Usability studies or as we call them – Lab Studies. While we do conduct lab studies there are many other methods we use to collect data from users around the globe.  Some examples are cognitive walk-throughs, multi-user remote studies, eye tracking, field studies, workshops, focus groups, and surveys.

So, how do we decide which research method to use?

It really depends on the research questions that we have and how much time we have to answer the question. For example, in a typical lab study we are working closely with the UX Designers in our group and Program Managers from the product teams to iterate on feature designs. We bring people from outside of Microsoft into a small room (a.k.a., the lab) that contains a desk and a PC so they can work with our software. Inside the lab, there are some cameras and a piece of one-way glass so the researcher, the designers, PMs, testers and developers can all monitor whether or not the software being studied is meeting the needs of the user. We conduct these lab studies in order to find problems that affect the usability of our software and we typically do a few thousand hours of these studies for each release of Office.

One of our favorite pieces of equipment to use in the lab is the eye tracker. The eye tracker allows us to see what people are looking at while they are using our software. This is incredibly useful when building new UI like the Ribbon and the Backstage because the mouse pointer doesn’t always tell an accurate story about where people are looking on the screen. Below is an example of output (a heat map on the left and gaze plot on the right) from one of our eye tracking studies conducted on the Backstage view using an early prototype. 

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The heat map on the left tells us where people spent most of their time looking for something. The longer someone looks at a specific location, or the more times someone’s gaze returns to a specific location, the hotter the color on the heat map. The gaze plot on the right tells us the path the eyes followed to get to a particular location.

The study participants’ goal was to open a recently used file. To complete the task successfully, a participant needed to open a specific file – the third in the Most Recently Used (MRU) list shown in the middle pane (of the 3 panes displayed on the screen). All participants were successful on this task. What we learned from the pictures above, however, was that while people eventually located the correct file, they spent a lot of time searching through the templates section in the right pane before going to the MRU.

This finding made us reconsider our design and we decided to split the MRU and templates sections into separate places with their own tabs in the left navigation pane. The screens below show what these places look like today (Recent and New):

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Eye Tracking, however, is only one of many research tools used by the Office Design Group to help prepare our software for your use. Another way we gather research broadly is through our Send-a-Smile feedback. You may have read an earlier blog on Send-a-Smile (SaS).  If not, we encourage you to take a look so you can start using it today! 

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We really do take your feedback seriously.  Our researchers spend hours and hours a week to deeply analyze SaS user experience comments, look for trends, and triangulate with other data.  For example, SaS comments sent in during the Technical Preview led to several changes in Outlook:

  • In the Technical Preview, the Send/Receive button was located in the QAT (below top image), and on the Send/Receive tab, but based on SaS feedback that indicated it was difficult to find, it has been moved to the Ribbon (below bottom image) when connected to an IMAP or POP account. (Note: The Send/Receive button is not on the Home Tab when connected to an Exchange account because Exchange servers push new mail to Outlook as it is received, so the Send/Receive button does not impact when e-mail is delivered in Exchange environments.)

Send/Receive button in the Technical Preview

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Send/Receive button in the upcoming Beta

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  • In the Technical Preview, the title of a private appointment is not shown in the To Do bar. Instead, subject lines are shown simply as Private Appointment (below left). The option to hide the title of private appointments was added to Office 14 because it was a common feature request, but when the feedback from the Technical Preview started rolling in it turned out that a larger percentage of people actually wanted to see the subject of their private appointments, so the change was made for the Beta release (below right) to change the option to default to off (you can turn it back on by going to the View Tab, then clicking To-Do Bar, then Options).

How Private Appointments looked in the Technical Preview

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How Private Appointments look in the upcoming Beta

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  • An updated feature in Outlook that has generated a lot of buzz is the Conversation arrangement. In the Technical Preview, double clicking on some types of conversations opened a message in the Reading Pane, but did not open the message in a separate window. An overwhelming amount of feedback from users, however, indicated that double-clicking a conversation should always open a message in a separate window. Based on that feedback, this is the new behavior in the upcoming Office 14 Beta release.

Did we mention our work is global?

Besides having researchers based in the US and in some of our Remote Development Centers, we also have the technology to do virtual multi-user remote studies. This technology was developed by members of our group.  We call this setup our Virtual Research Lab (VRL for short), which allows up to 100 remote participants to simultaneously log into our servers and run through specific tasks on our software. We are able to recruit people from across the U.S. and internationally to participate in our studies from the comfort of their home, office, or anywhere they have access to the internet. With this technology, we can gather data from more users in a shorter period of time and we’re also able to expand our participant population. All of this is good for Microsoft and you the end user.

Another technique that we’ve used a lot more in this product cycle to get more early validation is what we call “kitchens”. Kitchens are weeklong events where small teams of people from multiple companies around the globe come to our Microsoft campus to “play” around with working builds of our software.  For these events we typically invite people from the IT or Developer community and ask them to build their real-world solutions on top of our early working code.  Participants in the kitchens get access to an advanced preview of our new release of Office and are able to provide in depth feedback during a concentrated effort.  Also, participants and our engineering team (including Developers, Testers, Program Managers, UX Researchers and Designers, Product Planning and User Assistance) get lots of face-to-face time with each other to better understand concerns and answer questions. These Kitchens are held several times throughout the product release cycle and are valuable to us because they allow us to address user feedback early and fix missing gaps before we release more broadly during the Beta timeframe.

What’s next?

As we mentioned earlier, these are just some of the research tools and techniques we use throughout the Office development cycle to better understand user needs.  We hope you enjoyed reading about them.  We couldn’t do any of it without great people like you!  Look for one of our upcoming posts on Design Tools and Techniques used in ODG.  We look forward to hearing what you think! Thanks for reading.

Access Web Databases and The Access Show

Greetings Office Engineering readers—Clint here from the Access program management team. In partnership with Channel 9 the Access team is launching a new show called The Access Show. It will feature Ryan McMinn, myself and others from the team. We will talk in-depth about what is new in Access 2010 and Access Services and share feedback from the community.

Additionally, at the SharePoint Developers Conference we recently disclosed more details about the new server capability of Access 2010 called Access Services. Access Services is a new SharePoint 2010 feature that allows users to create browser accessible databases with the Access desktop application and host them on SharePoint. Through Access 2010 and Access Services you can keep your organization agile and your data secure:

  1. Provide users a manageable solution to create, share, and collaborate on team databases.
  2. Save money through lower development and maintenance costs.
  3. Get started faster with one-click community templates.

Here is the inaugural episode and a short demo where Ryan creates an Access Services application that runs in the browser:

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You can learn more about this release at the Access 2010 Intro Series RSS feed.

Enjoy!

Bloggers to Experience Olympic Games Live from Vancouver

clip_image001On February 11, all eyes will be on Vancouver, British Columbia as we watch top athletes compete for the gold in the 2010 Olympic Winter Games.

To show what people can do with Office 2010, Microsoft is launching a new contest that will give two ‘blogathletes’ the ability to showcase their blogging talents and highlight power of Office to help you get your work done no matter where you are. The contest will showcase how Office 2010 technology lets you easily connect, share and collaborate across the PC, phone and browser.  You can learn about some of these cool new features by checking out these blog posts:

People from all walks of life use Office everyday to work, keep up with school projects, and stay in touch with friends and family. With Office 2010 we are adding new features and functionality that will take collaboration and the ability to work from anywhere to the next level. We are excited to share that, and the Vancouver Games, with everyone.

Additional details on the contest

The Microsoft Office team, with support from U.S. Olympic Committee, is sending one female blogger and one student blogger to the Games, as winners of our Office Winter Games online contest. The winning bloggers will use the latest Microsoft technologies, including Microsoft Office 2010, to report daily right from the Olympics, alongside members of the credentialed press corps.

Winners will have access to places normally off-limits to spectators, including the hospitality center for the USOC, called the USA House, where athletes and their families are, and the official Olympic Media Centers. In addition to a week at the Olympics, they will also get the technology (including a new Acer Aspire 4810 Timeline laptop) and the press access needed to report from the Games - plus a trip to the International Consumer Electronics Show in Las Vegas.

If you’re a blogger, enter the contest by going to www.officewintergames.com before November 1, and submit a short, 250 word blog post telling us why you should go to the Olympics. Our panel of judges, including Olympic gold-medal speed skater Bonnie Blair and CollegeHumor.com stars Jake Hurwitz and Amir Blumenfeld, will select the top candidates. The semi-finalists will be posted to contest site where everyone will have the chance to vote to send their favorite bloggers to the Vancouver Games.

You have less than six days to enter, so submit your entry today.

May the best blogathletes win!!

An Overview of Project 2010

Introducing Project 2010

In the Project 2010 client release, we’ve concentrated on making it easier to get started, easier to plan, and easier to report. This post gives a few quick highlights of Project 2010 and you can find more detailed posts on the Project team’s official blog.

Easier to Get Started

One of the first things you’ll notice is that the menus and toolbars have been replaced by the Office Fluent UI, which makes frequently used commands easier to find. Here is the Task tab of the Project ribbon:

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Additionally, we’ve improved copy/paste so now when you paste a bulleted list into Project, we maintain the hierarchy and formatting. Also, take note of task 11 - yes, we now support word wrap.

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Easier to Plan

Nope, your eyes aren’t playing tricks on you. The tasks in the above picture really don’t have durations or dates. That is because we’ve added a new feature called User-controlled Scheduling. User-controlled scheduling brings together control and ease of use so you can now be completely in control of your schedule. If you don’t know all the information about a task, Project won’t force you to enter values. If you don’t want a task to move, Project won’t move it but will warn you when there are potential scheduling issues.

In Project 2010, tasks can be automatically scheduled or manually scheduled (using the new user controlled scheduling feature). Auto scheduled tasks behave exactly like tasks in the previous releases. Manually Scheduled tasks (designated with the pushpin icon) won’t move unless you explicitly tell them to.

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In the picture:

  • Task 1 is a Top Down Summary task which means you can set the duration/dates to a value different from the rollup value. The blue bar designates the subtask rollup. This way you can easily view the difference but it is not enforced. This is handy when you are in the early planning phase and know you have x days for a phase.
  • Task 2 is an auto scheduled task which will behave just like tasks in earlier versions of Project.
  • Task 3 is a manually scheduled task which means it won’t move even if it’s predecessor does. See the below picture. Use this to quickly fix events in place.
  • Task 4 and 5 are placeholder tasks. Placeholder tasks let you enter the information you currently have on hand at the time as reminders to yourself. They give you the flexibility of Excel but the power of Project. For Task 4, you know it has to end on 10/28 but you need to work with Jon to figure out the rest of the information. You can now type this information directly into the duration and date cells. Task 5 is a lighter color since you just know that the task will be 2 days but you haven’t determined when this work will happen yet.

As I said above, task 3 won’t move even if task 2 does. In this case, task 2 has increased in length and while task 3 doesn’t automatically move out, Project does warn you that the task needs attention by adding a red squiggly to the finish date and updating the bar style. From here you can decide what needs to be done – move the task out, ignore the warning, etc.

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Additionally, we’ve added a new view called the Team Planner. You can think of this as a resource Gantt chart. It allows you to easily see how your team’s work is laid out over time, quickly spot problems, and drag and drop to resolve those problems.

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Easier to Report

We’ve added another view to Project 2010 called the Timeline View which allows you to summarize your project quickly and then share the timeline into other Office apps. Using the above schedule, I can create a simple timeline in Project:

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And then when I paste it into another Office app such as Outlook or PowerPoint to share it with others, the tasks are pasted as individual shapes so I can then apply additional formatting and polish.

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The final feature I’d like to call out is Sync to SharePoint. You can synchronize the tasks from within a project plan into a SharePoint tasks list, or open a tasks list directly in Project. Any changes to the plan in Project can by synced to SharePoint and vice versa. This allows you to share your plan with users who don’t have project or to collect status updates automatically from your team.

This really is only the tip of the iceberg when it comes to features we’ve added/updated in Project this release and I haven’t even mentioned Project server yet. Continue to check out the Project team blog to learn more about the updates we’ve made to Project 2010 this release. Additionally, sign up now at www.microsoft.com/project/2010 and be notified when the Project 2010 beta is available!

Introducing the Business Connectivity Services Team Blog

SharePoint Conference 2009 is underway and the Business Connectivity Services (BCS) team is getting ready to talk about the new capabilities in SharePoint 2010 that we’ve been working on. Taken from Brad Stevenson’s overview post:

“BCS is an evolution of the Business Data Catalog (BDC) capabilities of SharePoint 2007 that enhances the capability of SharePoint as a platform for developing composite applications. It provides out-of-box features, services and tools that streamline development to deeply integrate external data and services. BCS provides the capability to connect SharePoint 2010 and Office 2010 applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.“

Brad Stevenson,

Sr. Lead Program Manager

Check out the rest of the overview post on the BCS Team Blog. Be sure to bookmark the blog and subscribe to the RSS feed to get informative “How To” guides, insight into features, and demos of what we’ve been building. In the following weeks you’ll find updates from our sessions at SharePoint Conference and a guide on how to get your current Web services ready for BCS, with more to come.

- Lionel Robinson, Program Manager

The Magic of Background Removal

Hi, I’m Tucker Hatfield and I’m a Program Manager on the Office Graphics team.

Pictures are great – worth 1,000 words they say – so it’s a great idea to use them to spice up a document or add some flair to a presentation. The problem is that they usually end up being self-contained rectangles in the middle of things, and they don’t really flow into the content. You can put borders or effects on them to make them look more artistic, but up until now the only way to isolate part of the picture was to go into an expensive photo editing package and learn the cumbersome process of selecting and removing portions of the image.

Background Removal is a new feature in Word, Excel, PowerPoint and Outlook that makes this process quick and easy for any picture. Unlike similar tools, the Office Background Removal tool doesn’t just select color ranges or trim to a border you draw. Background Removal uses new capabilities and algorithms from the Microsoft Research and Development team in Cambridge, UK to achieve better results automatically with very little effort or fine tuning from the user.

So, how does it work?

Even though I can’t explain the deepest secrets of how the code works, I can show you how to use it effectively. Let’s start with this picture and assume that we want to remove the background and keep only the flower.

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Clicking the Remove Background button in Picture Tools will start the process. First off, Background Removal tries to figure out what portion of your picture is the foreground, the portion to keep, and which is the background, the portion to remove. The first step in this process is the marquee selection area that gets drawn when you first start Background Removal. When you first start the tool, you’ll see the marquee and portions of the image are overlaid with magenta. Everything marked with magenta is what Background Removal has marked as the background. The normally colored portions are foreground, and will be kept.

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You’ll probably notice that the marquee is inset slightly by default. Why is that? Well, it’s rare that the subject of a photo fills the picture completely, and insetting the marquee slightly makes it easier for Background removal to figure out what is the foreground and what is the background. In general, the less background included inside the marquee the more accurate Background Removal will be.

As you can see above, if the goal is to isolate the flower, the default marquee size doesn’t really get the desired result. As it stands, the result would look like this:

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To further refine what we get, we’ll need to adjust the shape and size of the marquee. The important rule to remember is that you want the marquee to contain everything you want to keep. It’s okay if there are portions of what’s in the marquee that you don’t want to keep – the magic will do its best to figure out what to keep and what to ignore – but nothing that sticks very far outside of the marquee will be kept, so it’s important to make sure everything you want is inside. Let’s size the marquee so that it is just slightly bigger than the flower. The marquee is sized just the same as any shape or image, by grabbing the handles and resizing or dragging the whole shape to a new location.

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Background removal figures out what you wanted and isolates the flower, which results in everything but the flower being removed.

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Since the system Background Removal uses to isolate foreground objects from the background isn’t simply based on color choices or contrast values, it can extract even similarly-colored objects from the background.

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Or you can even choose to keep something other than the obvious…

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Of course, no matter how good the logic is that’s trying to figure out what the foreground of the picture is, there will always be some cases where simply adjusting the marquee can’t figure out what should be kept and what should be discarded. For those cases Background Removal has some simple tools to mark up and refine your selection. We’ll talk about how to use those tools remove the background from an image that presents a problem in a future post. For now, let me close with a couple of quick illustrations of how you might use that flower we removed in the first example.

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