SPEVO13 - Dev213 - Document Assembly Deep Dive Part 2

Apr 27, 2013Download as PPT, PDF0 likes779 views

This session picks up from part 1 by extending the development strategy to include using XPath expressions embedded within a MS Word document template.

Document Assembly Deep Dive
Part 2: XPathGenerator
DEV 213
John Holliday
SharePoint Architects

 John Holliday
 CTO, SharePoint Architects, Inc.
 www.SharePointArchitects.us
 john@johnholliday.net
 5 year SharePoint Server MVP
SharePoint Author, Instructor, Developer
Information Architecture Consultant
Records Management Specialist

Building Open XML Solutions
 Observations
 The markup languages are unique to
each document type.
 Must anticipate the need to repurpose
data across all types.
 The rendering mechanisms are unique
to each type.
 Strategy
 Shift the burden to the rendering
application to handle styling and layout.
 Create a custom API to handle the
business logic and data resolution.
Requirements
•Define a consistent architecture
•Enable declarative templating
•Enable code reuse
Available Tools
•Open Packaging API
•Microsoft Open XML SDK

Typical Requirements
 Insert individual data field values
 Insert tables with cells containing field
values from a list of objects
 Insert repeating content sections where
each section may include data supplied
by one of a list of objects
 Conditionally exclude sections based on
the result of comparing a value with a
data field value

Solution Strategy
 Basic Approach:
1. Create a custom schema for the data
2. Convert the schema to an object model
3. Create a document template in Word
4. Pull data from the object model to the template
5. Test with sample data based on the schema
6. Call the custom API from the client or server

Solution Architecture
XSD
•Data Types
•Data Structure
MS Word
•Styles
•Presentation Layout
POCO
•Logic
•Data Source(s)
•Data Serialization
XML
•Data Dictionary
MS WORD
POCO
CONTENT CONTROL
XPATH XML
XSD

More Strategy
 Additional Steps…
 Insert placeholders in the template
 Manage ALL data manipulation in the API
 Manage ALL styling & layout in the template
 …and one key innovation
 Use XPATH to pull data from the model

Basic Processing Unit
MSWord Content Control
Advantages
•Easily identifiable in
WordProcessingML
•Easy to substitute for generated
content
•Can be nested within other content
controls
•“Tag” field allows us to declare
custom processing
Disadvantages
• Limited number of characters
• No support for custom properties
• No support for custom schemas
RICH TEXT CONTENT CONTROL
Title
TAG

Key Patterns
Handles Most Scenarios
Placeholders
Pulling specific data fields and
calculated values
Tables
Displaying lists and external data
May include placeholders
Tricky to deal with nested tables
Repeating Sections
Very common requirement
Images
Very common requirement
SIMPLE TEXT
Lorem ipsum dolor sit amet, consectetur
adipisicing elit, sed do eiusmod tempor
incididunt ut labore et dolore
TABLE
TABLE
reprehenderit in
voluptate velit esse
cillum dolore eu fugiat
nulla pariatur. Excepteur
sint occaecat cupidatat
REPEATING
SECTION

Tables
Structured Content Control
Issues
Needs a “template” for table styling
Table Content Control
Data Source
Table Layout Template

Repeating Sections
Structured Content Control
Issues
•Can be tricky to layout
•Good candidate for plugin
Repeating Section Control
CONTENT TEMPLATE
reprehenderit in
voluptate velit esse
cillum dolore eu fugiat
nulla pariatur. Excepteur
sint occaecat cupidatat
Data Source

SharePoint
Configuration
Assembly Job (Content Type)
Data Capture Fields
ECB Action for Assembly
Assembly Jobs (List)
Columns Hold Assembly Data
Lookup to Assembly Template
Custom Action to Build Document
Assembly Templates (Library)
MSWord Assembly Templates
Builder Page (Code Behind)
Loads Assembly Spec
Loads Assembly Template
Builds Document
Finished Documents (Library)
BUILDER.ASPX
Finished
Documents
Templates
Assembly Jobs
Assembly Job
Lookup
Content Type

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SPEVO13 - Dev213 - Document Assembly Deep Dive Part 2

1. Document Assembly Deep Dive Part 2: XPathGenerator DEV 213 John Holliday SharePoint Architects

2.  John Holliday  CTO, SharePoint Architects, Inc.  www.SharePointArchitects.us  [email protected]  5 year SharePoint Server MVP SharePoint Author, Instructor, Developer Information Architecture Consultant Records Management Specialist

3. Building Open XML Solutions  Observations  The markup languages are unique to each document type.  Must anticipate the need to repurpose data across all types.  The rendering mechanisms are unique to each type.  Strategy  Shift the burden to the rendering application to handle styling and layout.  Create a custom API to handle the business logic and data resolution. Requirements •Define a consistent architecture •Enable declarative templating •Enable code reuse Available Tools •Open Packaging API •Microsoft Open XML SDK

4. Typical Requirements  Insert individual data field values  Insert tables with cells containing field values from a list of objects  Insert repeating content sections where each section may include data supplied by one of a list of objects  Conditionally exclude sections based on the result of comparing a value with a data field value

5. Solution Strategy  Basic Approach: 1. Create a custom schema for the data 2. Convert the schema to an object model 3. Create a document template in Word 4. Pull data from the object model to the template 5. Test with sample data based on the schema 6. Call the custom API from the client or server

6. Solution Architecture XSD •Data Types •Data Structure MS Word •Styles •Presentation Layout POCO •Logic •Data Source(s) •Data Serialization XML •Data Dictionary MS WORD POCO CONTENT CONTROL XPATH XML XSD

7. More Strategy  Additional Steps…  Insert placeholders in the template  Manage ALL data manipulation in the API  Manage ALL styling & layout in the template  …and one key innovation  Use XPATH to pull data from the model

8. Basic Processing Unit MSWord Content Control Advantages •Easily identifiable in WordProcessingML •Easy to substitute for generated content •Can be nested within other content controls •“Tag” field allows us to declare custom processing Disadvantages • Limited number of characters • No support for custom properties • No support for custom schemas RICH TEXT CONTENT CONTROL Title TAG

9. Key Patterns Handles Most Scenarios Placeholders Pulling specific data fields and calculated values Tables Displaying lists and external data May include placeholders Tricky to deal with nested tables Repeating Sections Very common requirement Images Very common requirement SIMPLE TEXT Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore TABLE TABLE reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat REPEATING SECTION

10. Tables Structured Content Control Issues Needs a “template” for table styling Table Content Control Data Source Table Layout Template

11. Repeating Sections Structured Content Control Issues •Can be tricky to layout •Good candidate for plugin Repeating Section Control CONTENT TEMPLATE reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat Data Source

12. SharePoint Configuration Assembly Job (Content Type) Data Capture Fields ECB Action for Assembly Assembly Jobs (List) Columns Hold Assembly Data Lookup to Assembly Template Custom Action to Build Document Assembly Templates (Library) MSWord Assembly Templates Builder Page (Code Behind) Loads Assembly Spec Loads Assembly Template Builds Document Finished Documents (Library) BUILDER.ASPX Finished Documents Templates Assembly Jobs Assembly Job Lookup Content Type

13. Thank you for attending!

SPEVO13 - Dev213 - Document Assembly Deep Dive Part 2

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