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An introduction to the
Ecma Office Open XML Formats
Now ISO 29500

Document Freedom Day -- Hanoi, March 25, 2009
Importance of Interoperability
  Achieve industry alignment using standardized technologies.
  Enable data interoperability between documents, applications and systems.
  Capture and reuse information to and from many data sources.
  Build intelligent applications that improve data context and quality.




                          Shared service oriented architecture
                             (fx http, XML, SOAP, WSDL, UDDI)



  Documents
Interoperability for Documents
The role of XML-based document formats in the Microsoft® Office system

                                                                       Business Process Efficiency
                    Improved Data Access                               Business requirements
                    Customer details, Costs                            Company standards
                      Web service                                        Efficient capture
                      formatting                                         Validated information
                      intelligent receipt




                                                                         Query & extract
     Document Assembly                                                   Text
                                                                                                 Searching &
     Auto-creating a                                                     Document
     polished document                                                   Fragment
                                                                                                 Repurposing
                                                                         Image
                                                                                                 Content
      data
                                    XML structure
                                                                                                 Finding
                                    Data and
                                                                                                 Previous
                                    presentation
                                                                                                 RFP Content
       formatting


                             Document Archival
                             Archived & consumed long into the future
                             without vendor-specific clients or applications
XML documents are the future
XML-based formats enable you to
do things you couldn’t before
  Better value from existing infrastructure
     Information security
     Regulatory and process compliance
     Information integration
     Retention, discovery and content management
     Documents as digital assets – what are you worth?
     Legacy documents & archives
     Lifecycle cost vs. Implementation cost



                                                  Documents that
 Managing
                                                  manage
 documents
                                                  themselves
 with systems
Example Solutions
Company                               Product                  Solution
                                                               XML data-driven charting and presentation data for automated
Advisory Board Company, The           Excel custom schema
                                                               presentation development.
                                                               XML-based tool to automate the processing of self-assessment
Northumberland College                Word custom schema
                                                               reports.
                                                               XML-based authoring and document-publishing system for
CLE British Columbia                  Word custom schema
                                                               book-publishing
                                                               Extract geographic data from Navision and import it into Excel
Wortmann AG                           Excel custom schema
                                                               2003.
                                                               Drug and product information entered via InfoPath 2003 updates
Moore Medical                         InfoPath
                                                               to a legacy ERP system.
                                                               Content Authoring Tool—create XML structured documents that
Open University, The                  Word custom schema
                                                               can be easily published via print and the Web.
Ohio State University Medical                                  Uses Web services to improve the flow of clinical and other data
                                      InfoPath custom schema
Center                                                         related to operating room activities.
                                                               An online service creates customized customer-defined views of
McGraw-Hill Construction              Word custom schema       construction information and integrated data housed in
                                                               previously isolated databases.
                                                               Document info system automates doc handling, updates data,
                                      Word, InfoPath custom
PGGM                                                           and archives electronically. XML Web services provide
                                      schema
                                                               integration between desktop and server
                                                               Journalists use InfoPath 2003 forms to write and save stories in
Austrian Broadcast Corporation        InfoPath custom schema
                                                               an offline mode, then submit and route automatically.
                                                               InfoPath forms are used with SQL Server to collect info about a
Austrian Ministry of Interior (BMI)   InfoPath custom schema   work item and upload the information to the database, drive
                                                               workflow.
Danish InfoStructure Base             XML Reference Schemas    Open publishing format for documents endorsed by government
Enabling the future without
sacrificing the past
  Understanding IT impact of XML-based formats
     Application compatibility
     Layout and rendering fidelity
     Deployment & migration
     Existing solutions / integrations
     Storage & bandwidth



                                         Enabling the
 Preserving
                                         future
 Legacy
Developing meaningful, useful
XML-based formats
 Some standards committees attempt to define
 the future of interoperability, but ignore the
 importance of preserving existing documents

 XML based formats must solve for the future, but
 work to preserve the integrity of existing
 documents
Introducing the
Ecma Office Open XML Formats
(ISO 29500)
Office Open XML Formats
  Open File Formats

  • Intl standard for document formats (December 2006) ISO 29500 (April 2008)
  • Designed to enable interoperability
  • Open Specifications enable broad access to technology

  The future of file format technology

  • ZIP compression of the format reduces file sizes
  • Segmented data storage improves data recovery and programmatic access
  • Full accessibility support

  Compatible file formats

  • Standardized file formats supporting 100% of Microsoft Office functionality
  • Supported in Microsoft Office 2000, XP, 2003 and 2007, as well as
    OpenOffice.org and Corel WordPerfect Suite*
  • Document conversion, deployment and migration tools available
Ecma Office Open XML Formats
Open XML Formats Architecture
Modular format improves developer capabilities with minimal user impact




                   Office ―file‖                                     File Container
                   Operates identically to any other Windows
                   desktop file. User sees and interacts with the
                                                                                        Document Properties
                   desktop file exactly as they do with today.


                                                                                            Comments


                   Internal operation                                           WordML / SpreadsheetML, etc.

                   Different types of data within each file stored
                   as discreet, ZIP-compressed XML components                               custom XML
                   Users would not see these components unless
                   they un-ZIP the file to view the document parts
                                                                                        Images, video, sound
                   Applications and systems could modify and
                   extract individual parts without using Office
                   applications
                                                                                      Embedded code / macros*
                   The corruption or absence of any part would
                   not prohibit the file from being opened
                                                                                              Charts
Deployment Considerations
                                                      Office File Conversion Tool
Office Migration Planning Manager
Proactively Identify File Format Issues               Unleash data through XML


    In quot;Deep Scanquot; identifies and                         Uses output from the Microsoft
    prioritizes issues found                              Office Migration Planning
                                                          Manager
     Severity levels customizable
                                                          Not a requirement for Office
    Examples of conversion or
                                                          2007 deployment
    compatibility challenges:
                                                          Converts old documents to the
       Loss of version history
                                                          new Open XML Formats
       Change in rendering or layout
                                                          Runs documents through an
       Calculation change due to
                                                          open-and-save-as process.
       formulae changes



Application Customization Options
    Controllable file format defaults (Open XML Formats or 97-2003 Binaries or others)
    Automatic enforcement of Compatibility Mode
File Format Compatibility
Ensuring Free Document Exchange With Prior Office Releases

      Office XP, 2003 will open, edit and save new Office formats
              Will recognize new Word, Excel and PowerPoint file format extensions
              Enables users to Open XML Formats across multiple versions

      Windows 2000 SP4 and later can convert between binary and Open XML Formats
      Office 2007 users can change the default file format if desired
              Current .doc, .xls, .ppt file formats will be supported in 2007 Office system
              Default file format can be set by users during deployment or after
              Advanced policy controls for enabling and disabling the use of specific formats



Office release                     User Experience with new file formats
2007 Office system                     Default save as Open XML Formats
                                       Office 97-2003 formats fully supported
                                       Compatibility Mode ensures features are also compatible

Office 2003                            Native support for Open XML Formats (Compatibility Pack installed)
Office XP                              Open, Edit and Save Open XML Formats

Office 2000, Windows 2000              Support for Open XML formats via standalone compatibility pack
SP4 and later (non-Office)             Format conversion within Windows Explorer
Open Development Communities
Open XML Formats and ODF
 Microsoft believes in customer choice in file formats
    PDF, XPS, ODF, Open XML Formats, HTML, TXT are well-
    established formats used for various purposes
    One format cannot address the breadth of industry needs
 Open XML Formats offer better compatibility with your
 existing documents
 Open XML Formats offer better interoperability with line-
 of-business applications and systems
 Open XML Format compatibility, conversion, deployment
 and migration tools are available to help with document
 format implementation
For more information
www.microsoft.com/office/preview
www.OpenXMLDeveloper.org
www.ecma-international.org
msdn.microsoft.com/office/xml
www.microsoft.com/technet/prodtechnol/office
yes2ooxml.blogspot.com
Copyright ©2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Appendix
The Advisory Board Company
Excel Custom Schema


 Customer Profile                                Solution
   Provides best-practice research and              XML data-driven charting and
   analysis to some of the largest and most         presentation data for automated
   progressive health systems and medical           presentation development.
   centers in the United States
                                                 Benefits
 Business Situation                                 Reduces the time required to create
   found it difficult and expensive to provide      presentation templates by 33 percent
   clients with customized reports using            through automation of much of the
   standard desktop productivity software           presentation generation and update
                                                    process
                                                    Helps ensure that deadlines are met
                                                    through solid reliability
                                                    Creates opportunities by extending the
                                                    company’s ability to produce customized
                                                    reports and presentations
Wortmann AG
Excel Custom Schema



Customer Profile                            Solution
 one of Germany’s foremost IT                 Extract geographic data from Navision and
 companies, manufacturing and                 import it into Excel 2003..
 distributing computers and monitors
 through more than 5,500 retailers
                                            Benefits
Business Situation                            Reduced data extraction time
 needed a tool that would work with it to     100% increase in top customer contacts
 provide a visual representation of the
                                              50% reduction in sales visit costs
 data, improving managers’ understanding
                                              Saved inventory costs
 of regional sales and
                                              Improved sales network management
Northumberland College
Word Custom Schema


Customer Profile                              Solution
 The college serves 14,000 students             XML-based tool to automate the processing
 throughout northeastern England and            of self-assessment reports.
 delivers community-oriented instruction
 ranging from automotive engineering and
                                              Benefits
 computer programming to
                                                Reduce time gathering data for sell-
 healthcare, social work, and graphic
                                                assessment reports from 2.5 days to 1 day
 design.
                                                increasing productivity for task by 250%.
Business Situation
                                                Improve data analysts in self-assessment
 needed to address administrative               reports.
 inefficiencies in the processing of
                                                Increase ability to attract new students.
 information gathering required for faculty
 self-assessment reports.
CLE British Columbia
Word Custom Schema


Customer Profile                             Solution
 Headquartered in Vancouver, the               XML-based authoring and document-
 Continuing Legal Education Society of         publishing system for book-publishing.
 British Columbia (CLE) provides
 reference materials and courses for
                                             Benefits
 10,357 British Columbia lawyers.
                                               Increase CLE’s revenue an estimated 43
Business Situation                             percent
 needed a cost-effective way to distribute     Improve editor and production staff
 its legal reference materials online and      productivity by 7 percent
 provide rich, contextual navigation as a
                                               Provide online access to CLE content to
 value-added service to end users.
                                               broaden readership
                                               Hyperlinks cross-reference case law and
                                               statutes
                                               Keyword searches improving legal research
                                               from the desktop
                                               Net Present Value per user of U.S. $30,238
                                               and payback in 19 months
The Open University
Word Custom Schema




Customer Profile                                Solution
  Located in the United Kingdom it is one of      Content Authoring Tool—create XML
  the largest distance education providers        structured documents that can be easily
  in the world.                                   published via print and the Web.
Business Situation                              Benefits
  needed to produce course content                Ease of use with standardized output.
  structured in a format that is suitable for     Authors can work with XML in a familiar
  the Web, as well as print form and other        environment.
  media.
                                                  Fewer iterations mean faster, more efficient
                                                  document production.
                                                  Time saved for designers as XML
                                                  documents can be applied to the web
                                                  quickly.
McGraw-Hill Construction
Word Custom Schema


Customer Profile                               Solution
  Provides best-practice research and            An online service creates customized
  analysis to some of the largest and            customer-defined views of construction
  most progressive health systems and            information and integrated data housed
  medical centers in the United States.          in previously isolated databases.
Business Situation
                                               Benefits
  Needed better, less expensive
  technology to deliver project information      Reduced operating costs
  to subscribers in a faster, more efficient     Increased competitive advantage by
  manner.                                        increasing customer retention and new
                                                 subscriber opportunities
                                                 Increased subscriber competitive
                                                 advantage: reduces by up to 35 percent
                                                 the time subscribers spend accessing
                                                 information
                                                 Use of the .NET Framework resulted in
                                                 fast time to benefit; solution was
                                                 developed in only 6 weeks
Adoption in major Office suites

  2007 Microsoft Office system - Default Save
  Format is Open XML (+ free updates for Office
  2000, XP, 2003) – Dec 2006/Jan 2007
  Open Office – Novell announcement of support
  of Open XML in Open Office – Novell edition
  Corel announcement of support of Open XML -
  Availability mid 2007
Open XML Format Compatibility
 Full support for existing & new file formats across
 versions
   Current binary formats fully supported in 2007
   Current XML formats fully supported in 2007, 2003, XP and 2000
 Administrative control of Open XML Formats
   Bulk file analysis and conversion tools available
   Specify available file formats during deployment process
   User-defined defaults and run-time selection of file formats
   Current Office 97-2003 binary file formats supported

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Open XML Formats For CIO's

  • 1. An introduction to the Ecma Office Open XML Formats Now ISO 29500 Document Freedom Day -- Hanoi, March 25, 2009
  • 2. Importance of Interoperability Achieve industry alignment using standardized technologies. Enable data interoperability between documents, applications and systems. Capture and reuse information to and from many data sources. Build intelligent applications that improve data context and quality. Shared service oriented architecture (fx http, XML, SOAP, WSDL, UDDI) Documents
  • 3. Interoperability for Documents The role of XML-based document formats in the Microsoft® Office system Business Process Efficiency Improved Data Access Business requirements Customer details, Costs Company standards Web service Efficient capture formatting Validated information intelligent receipt Query & extract Document Assembly Text Searching & Auto-creating a Document polished document Fragment Repurposing Image Content data XML structure Finding Data and Previous presentation RFP Content formatting Document Archival Archived & consumed long into the future without vendor-specific clients or applications
  • 4. XML documents are the future
  • 5. XML-based formats enable you to do things you couldn’t before Better value from existing infrastructure Information security Regulatory and process compliance Information integration Retention, discovery and content management Documents as digital assets – what are you worth? Legacy documents & archives Lifecycle cost vs. Implementation cost Documents that Managing manage documents themselves with systems
  • 6. Example Solutions Company Product Solution XML data-driven charting and presentation data for automated Advisory Board Company, The Excel custom schema presentation development. XML-based tool to automate the processing of self-assessment Northumberland College Word custom schema reports. XML-based authoring and document-publishing system for CLE British Columbia Word custom schema book-publishing Extract geographic data from Navision and import it into Excel Wortmann AG Excel custom schema 2003. Drug and product information entered via InfoPath 2003 updates Moore Medical InfoPath to a legacy ERP system. Content Authoring Tool—create XML structured documents that Open University, The Word custom schema can be easily published via print and the Web. Ohio State University Medical Uses Web services to improve the flow of clinical and other data InfoPath custom schema Center related to operating room activities. An online service creates customized customer-defined views of McGraw-Hill Construction Word custom schema construction information and integrated data housed in previously isolated databases. Document info system automates doc handling, updates data, Word, InfoPath custom PGGM and archives electronically. XML Web services provide schema integration between desktop and server Journalists use InfoPath 2003 forms to write and save stories in Austrian Broadcast Corporation InfoPath custom schema an offline mode, then submit and route automatically. InfoPath forms are used with SQL Server to collect info about a Austrian Ministry of Interior (BMI) InfoPath custom schema work item and upload the information to the database, drive workflow. Danish InfoStructure Base XML Reference Schemas Open publishing format for documents endorsed by government
  • 7. Enabling the future without sacrificing the past Understanding IT impact of XML-based formats Application compatibility Layout and rendering fidelity Deployment & migration Existing solutions / integrations Storage & bandwidth Enabling the Preserving future Legacy
  • 8. Developing meaningful, useful XML-based formats Some standards committees attempt to define the future of interoperability, but ignore the importance of preserving existing documents XML based formats must solve for the future, but work to preserve the integrity of existing documents
  • 9. Introducing the Ecma Office Open XML Formats (ISO 29500)
  • 10. Office Open XML Formats Open File Formats • Intl standard for document formats (December 2006) ISO 29500 (April 2008) • Designed to enable interoperability • Open Specifications enable broad access to technology The future of file format technology • ZIP compression of the format reduces file sizes • Segmented data storage improves data recovery and programmatic access • Full accessibility support Compatible file formats • Standardized file formats supporting 100% of Microsoft Office functionality • Supported in Microsoft Office 2000, XP, 2003 and 2007, as well as OpenOffice.org and Corel WordPerfect Suite* • Document conversion, deployment and migration tools available
  • 11. Ecma Office Open XML Formats
  • 12. Open XML Formats Architecture Modular format improves developer capabilities with minimal user impact Office ―file‖ File Container Operates identically to any other Windows desktop file. User sees and interacts with the Document Properties desktop file exactly as they do with today. Comments Internal operation WordML / SpreadsheetML, etc. Different types of data within each file stored as discreet, ZIP-compressed XML components custom XML Users would not see these components unless they un-ZIP the file to view the document parts Images, video, sound Applications and systems could modify and extract individual parts without using Office applications Embedded code / macros* The corruption or absence of any part would not prohibit the file from being opened Charts
  • 13. Deployment Considerations Office File Conversion Tool Office Migration Planning Manager Proactively Identify File Format Issues Unleash data through XML In quot;Deep Scanquot; identifies and Uses output from the Microsoft prioritizes issues found Office Migration Planning Manager Severity levels customizable Not a requirement for Office Examples of conversion or 2007 deployment compatibility challenges: Converts old documents to the Loss of version history new Open XML Formats Change in rendering or layout Runs documents through an Calculation change due to open-and-save-as process. formulae changes Application Customization Options Controllable file format defaults (Open XML Formats or 97-2003 Binaries or others) Automatic enforcement of Compatibility Mode
  • 14. File Format Compatibility Ensuring Free Document Exchange With Prior Office Releases Office XP, 2003 will open, edit and save new Office formats Will recognize new Word, Excel and PowerPoint file format extensions Enables users to Open XML Formats across multiple versions Windows 2000 SP4 and later can convert between binary and Open XML Formats Office 2007 users can change the default file format if desired Current .doc, .xls, .ppt file formats will be supported in 2007 Office system Default file format can be set by users during deployment or after Advanced policy controls for enabling and disabling the use of specific formats Office release User Experience with new file formats 2007 Office system Default save as Open XML Formats Office 97-2003 formats fully supported Compatibility Mode ensures features are also compatible Office 2003 Native support for Open XML Formats (Compatibility Pack installed) Office XP Open, Edit and Save Open XML Formats Office 2000, Windows 2000 Support for Open XML formats via standalone compatibility pack SP4 and later (non-Office) Format conversion within Windows Explorer
  • 16. Open XML Formats and ODF Microsoft believes in customer choice in file formats PDF, XPS, ODF, Open XML Formats, HTML, TXT are well- established formats used for various purposes One format cannot address the breadth of industry needs Open XML Formats offer better compatibility with your existing documents Open XML Formats offer better interoperability with line- of-business applications and systems Open XML Format compatibility, conversion, deployment and migration tools are available to help with document format implementation
  • 18.
  • 19. Copyright ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
  • 21. The Advisory Board Company Excel Custom Schema Customer Profile Solution Provides best-practice research and XML data-driven charting and analysis to some of the largest and most presentation data for automated progressive health systems and medical presentation development. centers in the United States Benefits Business Situation Reduces the time required to create found it difficult and expensive to provide presentation templates by 33 percent clients with customized reports using through automation of much of the standard desktop productivity software presentation generation and update process Helps ensure that deadlines are met through solid reliability Creates opportunities by extending the company’s ability to produce customized reports and presentations
  • 22. Wortmann AG Excel Custom Schema Customer Profile Solution one of Germany’s foremost IT Extract geographic data from Navision and companies, manufacturing and import it into Excel 2003.. distributing computers and monitors through more than 5,500 retailers Benefits Business Situation Reduced data extraction time needed a tool that would work with it to 100% increase in top customer contacts provide a visual representation of the 50% reduction in sales visit costs data, improving managers’ understanding Saved inventory costs of regional sales and Improved sales network management
  • 23. Northumberland College Word Custom Schema Customer Profile Solution The college serves 14,000 students XML-based tool to automate the processing throughout northeastern England and of self-assessment reports. delivers community-oriented instruction ranging from automotive engineering and Benefits computer programming to Reduce time gathering data for sell- healthcare, social work, and graphic assessment reports from 2.5 days to 1 day design. increasing productivity for task by 250%. Business Situation Improve data analysts in self-assessment needed to address administrative reports. inefficiencies in the processing of Increase ability to attract new students. information gathering required for faculty self-assessment reports.
  • 24. CLE British Columbia Word Custom Schema Customer Profile Solution Headquartered in Vancouver, the XML-based authoring and document- Continuing Legal Education Society of publishing system for book-publishing. British Columbia (CLE) provides reference materials and courses for Benefits 10,357 British Columbia lawyers. Increase CLE’s revenue an estimated 43 Business Situation percent needed a cost-effective way to distribute Improve editor and production staff its legal reference materials online and productivity by 7 percent provide rich, contextual navigation as a Provide online access to CLE content to value-added service to end users. broaden readership Hyperlinks cross-reference case law and statutes Keyword searches improving legal research from the desktop Net Present Value per user of U.S. $30,238 and payback in 19 months
  • 25. The Open University Word Custom Schema Customer Profile Solution Located in the United Kingdom it is one of Content Authoring Tool—create XML the largest distance education providers structured documents that can be easily in the world. published via print and the Web. Business Situation Benefits needed to produce course content Ease of use with standardized output. structured in a format that is suitable for Authors can work with XML in a familiar the Web, as well as print form and other environment. media. Fewer iterations mean faster, more efficient document production. Time saved for designers as XML documents can be applied to the web quickly.
  • 26. McGraw-Hill Construction Word Custom Schema Customer Profile Solution Provides best-practice research and An online service creates customized analysis to some of the largest and customer-defined views of construction most progressive health systems and information and integrated data housed medical centers in the United States. in previously isolated databases. Business Situation Benefits Needed better, less expensive technology to deliver project information Reduced operating costs to subscribers in a faster, more efficient Increased competitive advantage by manner. increasing customer retention and new subscriber opportunities Increased subscriber competitive advantage: reduces by up to 35 percent the time subscribers spend accessing information Use of the .NET Framework resulted in fast time to benefit; solution was developed in only 6 weeks
  • 27. Adoption in major Office suites 2007 Microsoft Office system - Default Save Format is Open XML (+ free updates for Office 2000, XP, 2003) – Dec 2006/Jan 2007 Open Office – Novell announcement of support of Open XML in Open Office – Novell edition Corel announcement of support of Open XML - Availability mid 2007
  • 28. Open XML Format Compatibility Full support for existing & new file formats across versions Current binary formats fully supported in 2007 Current XML formats fully supported in 2007, 2003, XP and 2000 Administrative control of Open XML Formats Bulk file analysis and conversion tools available Specify available file formats during deployment process User-defined defaults and run-time selection of file formats Current Office 97-2003 binary file formats supported