analyze and export lotus notes data to excel and word
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John de GiorgioIntegra for Notes
www.integra4notes.com
AgendaWhy integrate Notes with MS-Office?The Integra for Notes approachDemoQuestions
Why integrate Notes & Office?Most Notes developers use Word/Excel to improve:
Data extractionPresentation of dataData analysisOut of company reporting
Some use for importing from Excel & sometimes WordSome use Word & sometimes Excel for migrating data off
Lotus NotesEnd-users/business processes demand data in
Excel/Word
ReasonsFunctionality in views is limitedPrinting control is not accurateNo effective reporting capabilityNo data analysis capabilityNo graphing, no charting, no pivots etcNo effective export to Excel & WordNo effective import from Excel & Word……..
But !!!Most developers code exporting to Word/Excel into their
applications (in-application development)Intrusive on existing apps & version controlRequires Notes/Domino AgentsRequires different coding dependant on versions of
Office/NotesRequires advanced development skillsNot productive, even if using libraries for repeatable coding
PremeditatedReporting
Ad-hocReporting
How does Integra work?Integra is a Lotus Notes application (.NSF)
No .EXEs or .DLLs required
Integra profiles define each export/import processProfiles define data content, layout, distribution
optionsSupports Word, Excel, Symphony, XML& PDFSupports Export & import (Word & Excel only)
How does Integra work?End users run reports from Notes client, web
browser or scheduledOutput is distributed via:
on-screen in Excel, Word or Symphonye-mailsaved as attachment to existing or new Notes
documentDoclinks automationsaved to file system printed
Action ButtonIntegra Smarticon
Power to the developer - yet not boxed in
3rd party tools usually provide functionality & productivity but then limit flexibility
Some Integra capabilitiesNot restricted to data in viewsSupports computed fields - Notes formula
language & LotusScriptSupports access to multiple databases & non-
Notes data sources e.g. SQL, DB2, Oracle, SAP, mySQL etc
Support for multi-value fieldsSupport for parent/child response hierarchy
Integra eventsIntegra events object model
Allows code placement at 14 execution points in profile Depth of capability
Data access & processing powerExamples:
Loop through child documentsGather data from multiple sourcesComplex calculation capabilityRunning of external queries
Rich-Text ExportCapability to export Rich-Text to WordUse cases:
Documentation in Notes exported to PDFMigration away from Notes
Fields formatted on Word document like Notes form Attachments & embedded objects exported to file system &
linked back to documentCustomised Price List PDFs
Some limitations on fidelity due to Notes API restrictions
Integra Quick Reports End-user ad-hoc exporting to Excel & Word mail merge
4 step wizardResponsivenessRelieves pressure on developers
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ADDITIONAL INFO LINKS
General Integra web site www.integra4notes.com
Download 30 day evaluation www.integra4notes.com/download
View video demos www.integra4notes.com/demo
See pricing www.integra4notes.com/pricing
Contact Us [email protected] N America: +1 508 915 4805Tel UK: +44 20 7193 1296