analyze and export lotus notes data to excel and word

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 sales@integra4notes.comTel N America: +1 508 915 4805Tel UK: +44 20 7193 1296