book

Visual Studio Tools for Office: Using C# with Excel, Word, Outlook, and InfoPath

Name: Visual Studio Tools for Office: Using C# with Excel, Word, Outlook, and InfoPath
ISBN: 0321334884

by Eric Carter, Eric Lippert

September 2005

Intermediate to advanced

1008 pages

21h 2m

English

Addison-Wesley Professional

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Copyright
Dedication
Praise for Visual Studio Tools for Office
Microsoft .NET Development Series
Titles in the Series
About the Authors
Foreword
Preface
Acknowledgments
One. An Introduction to VSTO
1. An Introduction to Office Programming
Why Office Programming?Office Programming and the Professional DeveloperWhy .NET for Office?Why Visual Studio Tools for Office?How .NET Is It?Office Object ModelsObjectsCollectionsEnumerationsProperties, Methods, and EventsPropertiesParameterized PropertiesProperties Common to Most ObjectsMethodsOptional Parameters in WordEventsThe “My Button Stopped Working” IssueWhen Method Names and Event Names CollideThe Office Primary Interop Assemblies (PIAs)Installing the PIAsReferencing the PIAsBrowsing the PIAsDummy MethodsConclusion
2. Introduction to Office Solutions
The Three Basic Patterns of Office SolutionsHosted CodeDiscovery of Hosted CodeContext Provided to Hosted CodeEntry Point for Hosted CodeHow Code Gets Run After StartupCode Runs in Response to Events Raised by OfficeInterface Methods Called on Objects Provided to OfficeEvents Raised on Code Behind ClassesHow Code Gets UnloadedOffice Automation ExecutablesCreating a Console Application That Automates WordOffice Add-InsCreating an Outlook Add-In in VSTOCode Behind a DocumentVSTO Code Behind a Document in ExcelConclusion

Two. Office Programming in .NET
3. Programming Excel
Ways to Customize ExcelAutomation ExecutableCOM Add-InsAutomation Add-InsVisual Studio Tools for Office Code BehindSmart Documents and XML Expansion PacksSmart TagsXLA Add-InsServer-Generated DocumentsResearch ServicesProgramming User-Defined FunctionsBuilding a Managed Automation Add-In That Provides User-Defined FunctionsUsing Your Managed Automation Add-In in ExcelSome Additional User-Defined FunctionsDebugging User-defined Functions in a Managed Automation Add-InsDeploying Managed Automation Add-InsIntroduction to the Excel Object ModelThe Object HierarchyConclusion
4. Working with Excel Events
Events in the Excel Object ModelNew Workbook and Worksheet EventsActivation and Deactivation EventsDouble-Click and Right-Click EventsCancelable Events and Event BubblingCalculate EventsChange EventsFollow Hyperlink EventsSelection Change EventsWindowResize EventsAdd-In Install and Uninstall EventsXML Import and Export EventsBefore Close EventsBefore Print EventsBefore Save EventsOpen EventsToolbar and Menu EventsAdditional EventsEvents in Visual Studio 2005 Tools for OfficeConclusion
5. Working with Excel Objects
Working with the Application ObjectControlling Excel's Screen Updating BehaviorControlling the Dialogs and Alerts that Excel DisplaysChanging the Mouse PointerDisplaying a Message in Excel's Status BarA Property You Should Never UseControlling the Editing Experience in ExcelControlling the Look of ExcelControlling File and Printer SettingsProperties That Return Active or Selected ObjectsProperties That Return Important CollectionsControlling the Calculation of WorkbooksUsing Built-In Excel Functions in Your CodeSelecting and Activating a Range of CellsSpell CheckingSending a Workbook in E-mailQuitting ExcelUndo in ExcelSending Keyboard Commands to ExcelWorking with the Workbooks CollectionIterating over the Open WorkbooksAccessing a Workbook in the Workbooks CollectionCreating a New WorkbookOpening an Existing WorkbookClosing All the Open WorkbooksWorking with the Workbook ObjectProperties That Return Active or Selected ObjectsProperties That Return Important CollectionsAccessing Document PropertiesSaving an Excel WorkbookNaming Ranges of CellsWhen Excel Is Embedded in Another ApplicationCreating and Activating WindowsPrinting a WorkbookProtecting a WorkbookWorking with the Worksheets, Charts, and Sheets CollectionsIterating over the Open SheetsAccessing a Sheet in the CollectionAdding a Worksheet or Chart SheetCopying a SheetMoving a SheetWorking with Document PropertiesIterating over the DocumentProperties CollectionAccessing a DocumentProperty in the DocumentProperties CollectionAdding a DocumentPropertyWorking with the Windows CollectionsIterating over the Open WindowsAccessing a Window in the CollectionArranging WindowsWorking with the Window ObjectPositioning a WindowDisplay Settings Associated with a WindowWorking with the Names Collection and Name ObjectIterating over the Names CollectionAccessing a Name in the Names CollectionThe Name ObjectWorking with the Worksheet ObjectWorksheet ManagementWorking with NamesWorking with Worksheet Custom PropertiesProtecting a WorksheetWorking with OLEObjectsWorking with ShapesWorking with ChartObjectsWorking with ListsWorking with the Range ObjectGetting a Range Object for a Particular Cell or Range of CellsWorking with AddressesCreating New Ranges Using Operator MethodsWorking with AreasWorking with CellsWorking with Rows and ColumnsWorking with RegionsSelecting a RangeEditing the Values in a RangeCopying, Clearing, and Deleting RangesFinding Text in a RangeFormatting a Range of CellsSpecial Excel IssuesThe Excel Locale Issue for Automation Executables and COM Add-InsUsing DateTime for DatesSwitching the Thread Locale to English and Back Is Not RecommendedUsing Reflection to Work Around the Locale IssueOld Format or Invalid Type Library ErrorVSTO and the Excel Locale IssueConverting Excel Dates to DateTimeConclusion
6. Programming Word
Ways to Customize WordAutomation ExecutableCOM Add-InsVisual Studio Tools for Office Code BehindSmart Documents and XML Expansion PacksSmart TagsServer-Generated DocumentsProgramming Research ServicesGetting Started with Research ServicesA Simple Research ServiceRegistering the Research Service with WordUsing the Research ServiceMore Research Service ResourcesIntroduction to the Word Object ModelThe Object HierarchyConclusion
7. Working with Word Events
Events in the Word Object ModelWhy Are There Multiple Application and Document Event Interfaces?Visual Studio Generation of Event HandlersStartup and Shutdown EventsNew and Open Document EventsDocument Close EventsDocument Save EventsDocument Activation EventsDocument Print EventsMouse EventsSelection EventsWindow Sizing EventsXML EventsSync EventsEPostage EventsMail Merge EventsCommandBar EventsEvents in Visual Studio Tools for OfficeConclusion
8. Working with Word Objects
Working with the Application ObjectControlling Word's Screen Updating BehaviorControlling the Dialogs and Alerts That Word DisplaysChanging the Mouse PointerDisplaying a Message in Word's Status Bar or Window CaptionControlling the Look of WordProperties That Return Active or Selected ObjectsProperties That Return Important CollectionsAccessing Items in CollectionsNavigating a DocumentWorking with Word's OptionsWorking with the New and Getting Started Document Task PanesWorking with the File Save Format OptionsWorking with File DialogsUser InformationChecking Grammar and SpellingExiting WordWorking with the Dialog ObjectShowing the Dialog and Letting Word Execute ActionsSelecting the Tab on a Dialog boxShowing the Dialog and Preventing Word from Executing ActionsGetting and Setting Fields in a DialogWorking with WindowsCreating New WindowsIterating over the Open WindowsAccessing a Window in the CollectionArranging WindowsWorking with TemplatesTypes of TemplatesWorking with DocumentsIterating over the Open DocumentsAccessing a Document in the Documents CollectionCreating a New DocumentOpening an Existing DocumentClosing All Open DocumentsSaving All Open DocumentsWorking with a DocumentPreserving the Dirty State of a DocumentClosing and Saving a DocumentWorking with Windows Associated with a DocumentChanging the Template Attached to a DocumentImportant Collections Associated with Both Document and RangeImportant Collections Associated with Document OnlyWorking with Document PropertiesChecking Spelling and Grammar in Documents and RangesPrinting a DocumentWorking with Document ProtectionWorking with Password ProtectionUndo and RedoWorking with the Range ObjectGetting a RangeIdentifying a RangeChanging a RangeMoving a RangeRanges and StoriesNavigating a RangeCollapsing a RangeGetting Text from a RangeSetting the Text in a RangeInserting Nonprinting Characters and BreaksWorking with FormattingFind and ReplaceWorking with BookmarksWorking with TablesConclusion
9. Programming Outlook
Ways to Customize OutlookAutomation ExecutableAdd-InsSmart TagsSmart Tags When Word Is the E-mail EditorSmart Tags in the Research Task Pane When Word Is the E-mail EditorSmart Tags Embedded in HTML Format E-mail and Displayed in the Reading PanePersona Menu Smart TagsCustom Property PagesIntroduction to the Outlook Object ModelThe Object Hierarchy of the Outlook Object ModelIntroduction to the Collaboration Data ObjectsConclusion
10. Working with Outlook Events
Events in the Outlook Object ModelWhy Are There Multiple Event Interfaces?Application-Level EventsStartup and Quit EventsActivation EventsNew Window EventsWindow EventsClose EventsView and Selection Change EventsFolder Change EventsOutlook Item EventsItem Addition, Deletion, and Change EventsCopy, Paste, Cut, and Delete EventsProperty Change EventsOpen, Read, Write, and Close EventsE-mail EventsAttachment EventsCustom Action EventsOther EventsConclusion
11. Working with Outlook Objects
Working with the Application ObjectMethods and Properties That Return Active or Selected ObjectsProperties That Return Important CollectionsPerforming a Search and Creating a Search FolderCopying a File into an Outlook FolderQuitting OutlookWorking with the Explorers and Inspectors CollectionsWorking with the Explorer ObjectWorking with the Selected Folder, View, and ItemsWorking with an Explorer WindowAdding Buttons and Menus to an Explorer WindowAssociating a Web View with a FolderWorking with the Inspector ObjectWorking with the Outlook Item Associated with the InspectorWorking with an Inspector WindowWorking with Different Inspector Editor TypesAdding Buttons and Menus to an Inspector WindowWorking with the NameSpace ObjectWorking with the Root Folders of the Open Outlook StoresAdding and Removing Outlook StoresDetermining the Current UserChecking Whether Outlook Is OfflineGetting Standard Folders Such As the Inbox FolderGetting a Folder or Outlook Item by IDAccessing Address Books and Address EntriesDisplaying the Outlook Folder Picker DialogWorking with the MAPIFolder ObjectOther Identifiers for a FolderAccessing Subfolders Contained in a FolderAccessing Items Contained in a FolderWorking with a Folder's View SettingsCopying or Moving a Folder to a New LocationDisplaying a Folder in an Explorer ViewWorking with the Items CollectionIterating over Outlook ItemsFinding an Outlook ItemAdding an Outlook Item to an Items CollectionProperties and Methods Common to Outlook ItemsCreating an Outlook ItemIdentifying the Specific Type of an Outlook ItemOther Properties Associated with All Outlook ItemsCopying or Moving an Outlook Item to a New LocationDeleting an Outlook ItemDisplaying an Outlook Item in an Inspector ViewWorking with Built-In and Custom Properties Associated with an Outlook ItemSaving an Outlook ItemShowing the Categories Dialog for an Outlook ItemMail Properties and MethodsOutlook IssuesOutlook Object Model SecurityExtended MAPIConclusion
12. Introduction to InfoPath
What Is InfoPath?Getting StartedCreating a New ProjectForm SecurityForm Security LevelsAutomatically and Manually Setting the Required Security LevelDeployment Location and SecurityRegistering a Form Template to Grant Full TrustMore InformationProgramming InfoPathEvent-Based ProgrammingPreviewingData Source EventsCreating an Event HandlerThe OnBeforeChange EventThe OnValidate EventSite Versus SourceThe OnAfterChange EventForm Events, Properties, and MethodsButton Events and View SwitchingThe OnContextChange Event and the Custom Task PaneCreating a Custom Task PaneFocus Versus SelectionSetting SelectionOverriding Submit, Confirm, and SaveConclusion
Three. Office Programming in VSTO
13. The VSTO Programming Model
The VSTO Programming ModelSeparation of Data and ViewModel-View-ControllerBenefits of SeparationVSTO Extensions to Word and Excel ObjectsAggregation, Inheritance, and ImplementationHooking Up the AggregatesObtaining the Aggregated ObjectAggregation and Windows Forms ControlsImproving C# InteroperabilityThe “Tag” FieldEvent Model ImprovementsDynamic ControlsThe Controls CollectionEnumerating and Searching the CollectionAdding New Word and Excel Host Controls DynamicallyRemoving ControlsDynamic Controls Information Is Not PersistedAdvanced Topic: Dynamic Host ItemsAdvanced Topic: Inspecting the Generated CodeThe Startup and Shutdown SequencesThe Globals Class in ExcelVSTO Extensions to the Word and Excel Object ModelsThe Word Document ClassThe Word Bookmark Host ControlThe Word XMLNode and XMLNodes Host Control ClassesThe Excel Workbook Host Item ClassThe Excel Worksheet Host Item ClassThe Excel Chart Sheet Host Item Class and Chart Host ControlThe Excel NamedRange, XmlMappedRange, and ListObject Host ControlsConclusion
14. Using Windows Forms in VSTO
IntroductionMoving from ActiveX to Windows FormsWhen to Use Windows Forms Controls on the Document SurfaceWhen to Use a Modal or Modeless Windows Forms FormAdding Windows Forms Controls to Your DocumentModes for Adding ControlsControls That Are Not in the Control ToolboxControl Insertion Behavior in WordControl Insertion Behavior in ExcelLayout of Controls on the Document or Worksheet SurfaceWriting Code Behind a ControlEvents That Are Never Raised for a Control in an Office DocumentThe Windows Forms Control Hosting ArchitectureThe Windows Forms Control Host ActiveX ControlWhy Are VSTO Controls Derived from Windows Forms Controls?Security Implications of the VSTO Control Hosting ModelLimitations of the Control Hosting ModelControl State Is Not Saved in the DocumentWhy Are Controls Sometimes Slightly Blurry?Properties Merged from OLEObject or OLEControlExcel Control Properties That Are Added from OLEObjectWord Control Properties Added from OLEControlAdding Controls at RuntimeWorking with the Controls CollectionAddControlDeleting Controls at RuntimeWhy Are Controls Added at Runtime Not Saved in the Document?Why Are Controls in the Controls Collection Typed as Object Instead of Control?Conclusion
15. Working with Actions Pane
Introduction to the Actions PaneWhat About Smart Documents?Working with the ActionsPane ControlThe ActionsPane ArchitectureAdding Windows Forms Controls to the Actions PaneAdding a Custom User Control to the Actions PaneContextually Changing the Actions PaneDetecting the Orientation of the Actions PaneScrolling the Actions PaneShowing and Hiding the Actions PaneAttaching and Detaching the Actions PaneSome Methods and Properties to AvoidConclusion
16. Working with Smart Tags in VSTO
Introduction to Smart TagsConfiguring Smart Tags in Word and ExcelThe Persistent Tagging Generated by Smart TagsCreating Document-Level Smart Tags with VSTOAction EventsUsing Varying Numbers of TermsUsing Regular ExpressionsUsing Varying Numbers of ActionsCreating a Custom Smart Tag ClassUsing Smart Tag Properties WiselyCreating Application-Level Smart TagsCreating an Application-Level Smart Tag Class Library in Visual StudioCreating a Recognizer ClassCreating an Action ClassRegistering and Trusting an Application-Level Smart Tag Class LibraryRegistering the Smart Tag Recognizer Class in the RegistryRegistering the Smart Tag Action Class in the RegistrySetting Up .NET 1.1 Security Policy to Trust the Smart Tag Class LibraryRunning and Testing the Application-Level Smart TagDebugging an Application-Level Smart TagConclusion
17. VSTO Data Programming
Creating a Data-Bound Customized Spreadsheet with VSTODefining a Data SourceCreating Data-Bound Controls the Easy WayCreating a Data-Bound Customized Word Document with VSTODatasets, Adapters, and SourcesData Sources and Security Best PracticesDatasetsA Disconnected StrategyTyped and Untyped DatasetsAdaptersUsing Binding Sources as ProxiesData-Bindable ControlsAnother Technique for Creating Data-Bound SpreadsheetsComplex and Simple Data BindingData Binding in Word DocumentsCaching Data in the Data IslandCaching Your Own Data TypesDynamically Adding and Removing Cached Members from the Data IslandAdvanced Topic: Using ICachedTypeManipulating the Serialized XML DirectlyAdvanced ADO.NET Data Binding: Looking Behind the ScenesBinding Managers Manage CurrencyBinding-Related Extensions to Host Items and Host ControlsExtensions to the List Object Host Control in ExcelNew Data-Related List Object Host Control Properties and MethodsNew Data-Related List Object EventsNew ExceptionConclusion
18. Server Data Scenarios
Populating a Document with Data on the ServerData-Bound VSTO DocumentsXML File FormatsAccessing the Data IslandUsing ServerDocument and ASP.NETSetting Up the ServerAn Alternative Approach: Create a Custom HandlerA Handy Client-Side ServerDocument UtilityThe ServerDocument Object ModelServerDocument Class ConstructorsSaving and Closing DocumentsStatic Helper MethodsAddCustomizationRemoveCustomizationIsCustomized and IsCacheEnabledCached Data Objects, Methods, and PropertiesThe Cached Data Object ModelThe CachedDataHostItem CollectionThe CachedDataHostItem ObjectThe CachedDataItem ObjectBe CarefulConclusion
19. .NET Code Security
Code Access Security Versus Role-Based SecurityCode Access Security in .NETThe Machine Policy LevelKinds of EvidenceCombining Policy LevelsThe User Policy LevelFull Trust and Partial TrustThe VSTO Application Domain Policy LevelResolving VSTO PolicyLocation, Location, LocationStrong NamesCreating a Strong-Name Code GroupHow Strong Names Are ImplementedWhy Create a Child Code Group?Implementing Strong-Named AssembliesDesignate a Signing AuthorityCreate a Key PairDevelopers Delay-Sign the AssemblyReally Sign the AssemblyPublic Keys and Public Key TokensPublisher CertificatesLicense to CodeObtaining CertificatesTrusting the DocumentTrusting Just Office DocumentsWhy Is MSOSec Not in the GAC by Default?Deploying Policy to User MachinesCreating an MSI InstallerCreating a Batch FileWriting a C# ProgramConclusion
20. Deployment
VSTO PrerequisitesDeploying to an Intranet Shared Directory or Web SiteDeploying to a Server with the Publish WizardSome Security QuestionsExamining the Generated FilesThe Deployment ManifestThe Application ManifestThe Relationship Between Application and Deployment ManifestsDetermining the Assembly Location from a Deployment ManifestLocal Machine Deployment Without a Deployment ManifestEditing ManifestsUsing MAGE to Edit Deployment ManifestsUsing the VSTO Application Manifest EditorUsing the ServerDocument Object Model to Read and Edit Embedded Application ManifestsApplication Manifest Objects, Methods, and PropertiesCreating Setup PackagesAdvanced Topic: Deploying Network Solutions to Be Cached LocallyIntelliMirror Versus Web CachingWhy Do We Need a Configuration File?Conclusion
Four. Advanced Office Programming
21. Working with XML in Excel
Introduction to Excel's XML FeaturesIntroduction to XML Schema Creation in Visual StudioAn End-to-End ScenarioCreating the Schema Using Visual StudioAdding a Schema to the Excel WorkbookMapping the Schema to the Excel WorkbookAdvanced XML Features in ExcelImporting XML and Refresh XML DataThe XML Map Properties DialogXML Schema ValidationData Formatting and LayoutAppending Data to ListsExcel-Friendly XML SchemasUnsupported XML Schema ConstructsConstructs That Can Be Mapped But Not ExportedVSTO-Friendly SchemasHow XML Schema Data Types Are Mapped to Excel Cell FormatsVSTO Support for Excel Schema MappingXMLMappedRange ControlsListObject ControlsSchema Added to the VSTO ProjectCombining XML Mapping with VSTO Data BindingConclusion
22. Working with XML in Word
Introduction to Word's XML FeaturesAn End-to-End Scenario: Creating a Schema and Mapping It into a Word DocumentCreating the Schema Using Visual StudioAdding a Schema to the Word DocumentThe XML Options Dialog and Mixed ContentCreating a Document with Mapped XML StructureExporting the Mapped XML in the Document to an XML Data FileImporting an XML Data File into the Mapped DocumentCreating the XSLT FileManually Converting the Book Order XML File Using the XSLT FileAutomatically Applying an XSLT File When XML Conforming to the Book Order Schema Is OpenedThe XML Options DialogVSTO Support for Word Schema MappingThe XMLNode ControlThe XMLNodes ControlLoading XML Programmatically with LoadXmlVSTO Support for the WordML File FormatConclusion
23. Developing COM Add-Ins for Word and Excel
Introduction to Add-InsOutlook Add-InsScenarios for Using Add-InsHow a COM Add-In Is RegisteredRegistry Location of a COM Add-In: HKEY_CURRENT_USER or HKEY_LOCAL_MACHINERegistry Entries Required for a COM Add-InImplementing IDTExtensibility2Startup OrderThe OnAddInsUpdate MethodThe OnBeginShutdown MethodThe OnConnection MethodThe OnDisconnection MethodThe OnStartupComplete MethodA Simple Implementation of IDTExtensibility2Writing a COM Add-In Using Visual StudioChanging the COM Add-In Project to Be More Office-SpecificSetting the Start ActionMy COM Add-In Project Doesn't Work Anymore—What Happened?A Simple Word COM Add-InThe Pitfalls of MsCoree.dllCOM Interop and Regasm.exeMscoree.dll and Managed Add-InsProblems with Using Mscoree.dll to Load Your COM Add-InProblem 1: Mscoree.dll Can Be Disabled, Causing All Managed COM Add-Ins to Stop LoadingProblem 2: Mscoree.dll Cannot Be SignedProblem 3: Mscoree.dll Loads All COM Add-Ins Into the Same AppDomainShimming: A Solution to the Problems with MsCoree.dllConclusion
24. Creating Outlook Add-Ins with VSTO
Moving Away from COM Add-InsGetting Outlook to Shut Down Properly with a COM Add-InUnderstanding RCWs, Application Domains, and Why to Avoid Calling ReleaseComObjectHow Outlook Add-In Development Should Be—the VSTO Outlook Add-In ProjectCreating an Outlook Add-In in VSTOSecurityManifest UpdatingInstallingOther VSTO FeaturesConclusion

Content preview from Visual Studio Tools for Office: Using C# with Excel, Word, Outlook, and InfoPath

Chapter 9. Programming Outlook

Ways to Customize Outlook

Outlook has an object model that consists of 67 objects that combined have more than 1,700 properties and methods. The Outlook object model is about a third as big as the Excel and Word object models and tends to give you less control over Outlook than you would expect. Outlook does have a larger number of events compared to the Word and Excel object models—more than 300 events. However, the large number of events is mainly due to 16 events that are duplicated on 15 Outlook objects.

The main way that you will integrate your code into Outlook is via add-ins. This model was originally designed to allow the integration of COM components written in VB6, VBA, C, or C++. However, through COM interop, ...

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Visual Studio Tools for Office: Using Visual Basic 2005 with Excel, Word, Outlook, and InfoPath

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Visual Studio Tools for Office: Using C# with Excel, Word, Outlook, and InfoPath

by Eric Carter, Eric Lippert

Chapter 9. Programming Outlook

Ways to Customize Outlook

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