book

XML in Office 2003: Information Sharing with Desktop XML

by Charles F. Goldfarb, Priscilla Walmsley

December 2003

Beginner to intermediate

576 pages

9h 46m

English

Pearson

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Copyright
Dedication
The Charles F. Goldfarb Definitive XML Series™
Preface
What do you give the software that has everything?Who is this book for?How much XML?About the productsHow to use this bookAcknowledgments
Foreword: A new era for XML, a new beginning for office documents
One. Introducing Desktop XML
1. Desktop XML: The reason why Introductory Discussion
1.1. Office before XML1.2. Office documents as information assets1.2.1. Separating the document representation from the software1.2.2. Separating data content from style information1.2.2.1. Self-describing content1.2.2.2. Flexible rendering1.3. Enterprise data integration1.3.1. Importing enterprise data1.3.2. Reusing enterprise data1.3.3. Analyzing enterprise data1.3.4. Office as an enterprise data front-end1.4. Next stop: the Web1.4.1. Retrieving data from Web services1.4.2. Office as a front-end to Web services1.5. What next?
2. XML concepts for Office users Introductory Discussion
2.1. Formatting markup2.2. Generalized markup2.2.1. Neutral data representation (markup language)2.2.2. Extensible markup2.2.2.1. Vocabularies2.2.2.2. Abstractions and renditions2.2.3. Rule-based markup2.2.4. Stylesheets2.3. Elements and the logical structure2.4. Well-formedness and validity2.5. XML and the World Wide Web2.5.1. Web addresses: URL and URN and URI and IRI2.5.2. Web services2.5.3. XHTML2.6. Namespaces2.6.1. Prefixes2.6.2. Identifiers2.7. Other XML constructs2.7.1. Processing instructions2.7.2. Comments2.8. More on XML
3. XML in Office Introductory Discussion
3.1. Information capture and reuse3.1.1. Word processing3.1.2. Forms3.1.3. Relational data3.2. End-user data connection3.2.1. Spreadsheets3.2.2. Web pages3.3. Data-driven application enhancement3.3.1. Custom renditions3.3.2. Smart tags3.3.3. Smart documents3.3.4. Using the Office tools
Two. Working with XML in Office
4. Creating and editing XML documents Word Power User Task
4.1. Creating and using schemas4.1.1. Vocabularies and schemas4.1.2. The article schema4.1.3. Adding a schema to the library4.1.4. Using the Schema Library4.2. Opening a document4.2.1. Opening a Word document4.2.1.1. Associating a schema4.2.1.2. Applying markup to elements4.2.2. Opening an XML document4.2.3. Opening a skeleton document4.3. Validation4.3.1. Schema rules4.3.2. Validity errors4.4. The XML Structure task pane4.4.1. Document structure4.4.2. Error signals4.4.3. Available element types4.4.4. Viewing tag icons4.5. Working with attributes4.6. Saving a document4.6.1. Saving XML without WordML4.6.2. Saving mixed vocabularies4.7. Combining documents4.7.1. Combining elements from multiple namespaces4.7.2. Compiling document fragments4.7.2.1. Cutting and pasting elements4.7.2.2. Copying and inserting documents4.7.2.3. Linking to documents

5. Rendering and presenting XML documents Word Power User Task
5.1. Word Markup Language (WordML)5.1.1. The WordML vocabulary5.1.2. Saving a Word document as WordML5.1.3. Structure of a WordML document5.1.4. In the beginning5.1.5. The body5.1.5.1. Paragraphs and text5.1.5.2. Lists5.1.5.3. Tables5.1.5.4. Images5.1.5.5. Hyperlinks5.1.6. Using Word styles5.1.6.1. A style example5.1.6.2. Generating WordML style definitions5.2. Mixing WordML with other vocabularies5.3. Creating WordML with stylesheets5.3.1. Creating an XSLT stylesheet5.3.1.1. Stylesheet structure5.3.1.2. Template rules5.3.2. Using stylesheets5.3.2.1. Associating stylesheets with schemas5.3.2.2. Opening a document with a stylesheet5.3.2.2.1. Default stylesheet5.3.2.2.2. Choose while opening5.3.2.2.3. Choose before editing5.3.2.3. Saving a document using a transformation
6. Using external XML data in documents Word Script Developer Task
6.1. External XML documents6.1.1. Importing an external XML document6.1.2. Querying an external XML document6.1.3. Responding to an event6.2. SOAP Web services6.2.1. The ZIP code Web service6.2.2. The Office Web Services Toolkit6.2.3. Using the Web Services Reference Tool6.2.4. Working with the generated Web service class6.2.5. Responding to two variations of an event
7. Using XML data in spreadsheets Excel Power User Task
7.1. Why use XML with Excel?7.2. The Worldwide Widget expense report7.3. Worksheets, maps and schemas7.3.1. Creating a map7.3.2. The XML Source task pane7.3.3. The mapping process7.3.3.1. Mapping non-repeating element types and attributes7.3.3.2. Mapping repeating element types and attributes7.4. Importing and exporting XML data7.4.1. Exporting XML7.4.2. Importing XML data7.4.2.1. Preserving data and formatting7.4.2.2. Importing and validation7.5. Mapping from an existing XML document7.5.1. Using a schema7.5.2. Inferring a schema7.6. Data analysis7.6.1. Flattening XML data7.6.2. Reports and charts7.7. More complex XML documents7.7.1. Different structures7.8. XMLSS: The Excel XML vocabulary
8. Using Web services with spreadsheets Excel Script Developer Task
8.1. Analyzing stock quotes with a REST Web service8.1.1. The stock quote Web service8.1.2. Setting up the XML map8.1.3. Refreshing the data8.2. Currency conversion with a SOAP Web service8.2.1. The currency converter Web service8.2.2. The Office Web Services Toolkit8.2.3. Refreshing the data8.3. Other approaches8.4. The Excel Object Model8.4.1. XML-related concepts8.4.2. Maps8.4.3. Lists, cells and XPath expressions
9. Designing and using forms InfoPath Power User Task
9.1. Forms on steroids9.2. Using a form9.2.1. Opening an empty form9.2.2. The InfoPath environment9.2.3. Fields9.2.4. Tables9.2.5. Saving and opening documents9.3. Designing a form9.3.1. Working with the data source9.3.2. Laying out the form9.3.2.1. Rendering repeating element types9.3.2.2. Optional sections9.3.3. Fields and controls9.3.4. Validating the data9.3.4.1. Schema-based constraints9.3.4.2. Field-based constraints9.3.5. Displaying and formatting the data9.3.5.1. Conditional formatting9.3.6. Creating a new form9.3.6.1. Customizing an existing form9.3.6.2. Loading a schema9.3.6.3. Using an XML example9.3.6.4. Starting from a database9.3.6.5. Starting from a SOAP Web service9.3.6.6. Starting with a blank slate9.3.7. Views9.3.8. Allowing users to submit forms9.3.9. Saving form designs9.3.10. Publishing forms
10. Using scripts with forms InfoPath Script Developer Task
10.1. Why use scripts?10.2. A simple sample script10.3. Script files and forms10.4. Events10.5. Launching Script Editor10.6. The InfoPath object model10.6.1. Using the XML document object model10.6.2. Browsing the object model10.7. Using scripts for validation10.7.1. Validation-related events10.7.2. Launching Script Editor10.7.3. A simple validation function10.7.4. Validation involving multiple values10.7.5. The OnBeforeChange event10.8. Calculations10.9. Inserting XML nodes10.10. Additional features
11. Using secondary data sources with forms InfoPath Script Developer Task
11.1. Defining a secondary data source11.2. Secondary XML documents11.2.1. For validation11.2.2. To complete fields11.2.3. For drop-down lists11.3. Databases11.3.1. Access and SQL Server11.3.2. Other databases11.4. SOAP Web services11.4.1. Web services interface document11.4.1.1. Service request11.4.1.2. Service response11.4.2. Writing the script
12. Access databases and XML Office Power User Task
12.1. Why use XML with Access?12.1.1. The export process12.1.2. The import process12.2. Our example database12.3. Exporting Access tables12.3.1. A simple export12.3.1.1. The exported XML document12.3.1.2. The generated schema12.3.1.3. Additional options12.3.2. Exporting data: a closer look12.3.2.1. Selecting tables to export12.3.2.2. Exporting using filters and sorts12.3.3. Generating a schema12.3.4. Generating a presentation12.4. Exporting other objects12.4.1. Exporting queries12.4.2. Exporting forms12.4.3. Exporting Access project objects12.5. Applying a transform on export12.6. Importing XML data12.6.1. A basic import12.6.2. Appending data12.6.3. Creating your own XML document for import12.6.4. Applying a transform on import
13. Publishing XML to the Web with FrontPage Office Power User Task
13.1. Why use FrontPage with XML?13.2. Web design by example13.3. Set up the website13.4. Choose a data source13.5. Create a data view13.6. Organize the viewed data13.6.1. Inserting columns13.6.2. Sorting and grouping13.6.3. Filtering13.7. Format the view13.7.1. Applying a style to the data13.7.2. Conditional formatting13.7.3. Formatting freeform XML documents13.7.4. Editing and creating XSLT stylesheets
14. Developing Office XML applications Office Script Developer Task
14.1. Smart documents14.1.1. The customer letter example, revisited14.1.2. Installing a smart document solution14.1.3. How smart documents work14.1.4. The smart document interface14.1.4.1. Element-type properties14.1.4.1.1. Element-type names14.1.4.1.2. Element-type captions14.1.4.1.3. Control count14.1.4.2. Control properties14.1.4.2.1. Control ID14.1.4.2.2. Control type14.1.4.2.3. Control caption14.1.4.3. Control initialization methods14.1.4.4. Control action methods14.2. Smart tags14.2.1. Using smart tag lists (MOSTL)14.2.2. Using program code14.3. The research pane14.3.1. Available research services14.3.2. How it works14.4. XML expansion packs and manifests
Three. XML Tutorials
15. The XML language Friendly Tutorial
15.1. Syntactic details15.1.1. Case-sensitivity15.1.2. Markup and data15.1.3. White space15.1.4. Names15.2. Prolog vs. instance15.3. The document instance15.3.1. What the tags reveal15.3.1.1. Tree structure15.3.1.2. Semantics15.3.2. Elements15.3.2.1. Elements with content15.3.2.2. Empty elements15.3.2.3. Summary15.3.3. Attributes15.3.3.1. Literal strings15.3.3.2. ID and IDREF attributes15.4. The prolog15.4.1. XML declaration15.4.1.1. Version info15.4.1.2. Encoding declaration15.4.2. Document type declaration15.5. Entities: Breaking up is easy to do15.5.1. Parsed entities15.5.2. External entities15.5.3. Entity references15.5.4. How entities are used15.6. Character references15.6.1. Reference by decimal number15.6.2. Reference by hexadecimal number15.6.3. Reference by name (via an entity)15.7. Suppressing markup recognition15.7.1. CDATA sections15.7.2. Predefined entities15.8. Comments15.9. Processing instructions15.10. Office support for the XML language15.11. Summary
16. Namespaces Friendly Tutorial
16.1. The namespaces solution16.1.1. Namespace prefixes16.1.2. Scoping16.1.3. Default namespace16.1.4. Attribute names
17. XPath primer Friendly Tutorial
17.1. Location paths17.2. Addressing multiple objects17.3. Children and descendants17.4. Attributes17.5. Predicates17.6. The XPath data model
18. XSL Transformations (XSLT) Friendly Tutorial
18.1. Transforming vs. rendering18.2. XSLT stylesheets18.3. Using HTML with XSLT18.4. Rules, patterns and templates18.5. Creating a stylesheet18.5.1. Document-level template rule18.5.2. Literal result elements18.5.3. Extracting data18.5.4. The apply-templates instruction18.5.5. Handling optional elements18.5.6. Reordering the output18.5.7. Data content18.5.8. Handling inline elements18.5.9. Sharing a template rule18.5.10. Final touches18.6. Top-level instructions18.6.1. Combining stylesheets18.6.1.1. Including other stylesheets18.6.1.2. Importing from other stylesheets18.6.2. Whitespace handling18.6.3. Output descriptions18.6.4. Numeric formats18.6.5. Attribute sets18.6.6. Namespace alias18.6.7. Keys18.7. Variables and parameters18.7.1. Variables18.8. Parameters18.9. Extending XSLT18.10. Referencing XSLT stylesheets
19. Web services introduction Introductory Discussion
19.1. Communication protocols19.2. Amazon.com19.2.1. Amazon Associates19.2.2. Why not HTML?19.2.3. The Amazon Web service19.3. Google19.4. Service discovery19.5. Web services for the REST of us!19.6. Security19.6.1. Encryption19.6.2. Identification
20. XML Jargon Demystifier™ Introductory Discussion
20.1. Structured vs. unstructured20.2. Tag vs. element20.3. Content20.4. Document type, DTD, and markup declarations20.5. Schema and schema definition20.6. Document, XML document, and instance20.7. What’s the meta?20.7.1. Metadata20.7.2. Metalanguage20.8. Documents and data20.8.1. It’s all data!20.8.2. Data-centric vs. document-centric20.8.2.1. How relational is it?20.8.2.2. How granular is it?20.8.3. Document processing vs. data processing20.8.4. Comparing documents to data20.9. And in conclusion
21. Datatypes Friendly Tutorial
21.1. Built-in datatypes21.1.1. Primitive datatypes21.1.1.1. Common programming datatypes21.1.1.2. XML datatypes21.1.1.3. Binary datatypes21.1.1.4. Durations21.1.1.5. Dates and times21.1.1.6. Recurring dates and times21.1.2. Derived datatypes21.1.2.1. Restricted numeric datatypes21.1.2.1.1. Integers21.1.2.1.2. Computer word lengths21.1.2.2. Derived XML datatypes21.1.2.2.1. XML attribute types21.1.2.2.2. Other XML constructs21.2. Defining user-derived datatypes21.2.1. Derivation by list21.2.2. Derivation by union21.2.3. Deriving datatypes by restriction21.3. Constraining facets21.3.1. Range restrictions21.3.2. Length restrictions21.3.3. Decimal digit restrictions21.3.4. Enumeration restrictions21.3.5. The whiteSpace facet21.3.6. The pattern facet21.3.6.1. Constructing regular expressions21.3.6.1.1. Quantifiers21.3.6.1.2. Alternatives and grouping21.3.6.1.3. Special characters21.3.6.2. Character classes21.3.6.2.1. Built-in character classes21.3.6.2.2. Constructing a character class21.4. Conclusion
22. XML Schema (XSDL) Tad Tougher Tutorial
22.1. A simple sample schema22.2. Elements and types22.3. Structure of a schema definition22.3.1. Namespaces22.3.2. Schema components22.3.2.1. Unique identifiers22.3.2.2. Extension attributes22.3.2.3. The annotation element22.3.3. Complex types22.3.4. Content models22.3.4.1. Sequences22.3.4.2. Choices22.3.4.3. Nested model groups22.3.4.4. all elements22.3.5. Attributes22.4. Declaring schema conformance22.5. Schema inclusion22.6. Additional capabilities22.6.1. Locally-scoped elements22.6.2. Type derivation22.6.3. Identity constraints22.7. Conclusion
23. Web services technologies Tad Tougher Tutorial
23.1. Web Services Description Language23.1.1. Starting at the top: service23.1.2. Dividing up work: port23.1.3. Choosing a transport protocol: binding23.1.4. Getting abstract: port type23.1.5. Defining behavior: operation23.1.6. The information unit: message23.1.7. Composing messages: part and type23.1.8. Summary of WSDL23.2. UDDI23.2.1. Finding a service provider23.2.2. UDDI data structures23.2.2.1. Business entities23.2.2.2. Business services23.2.2.3. Binding templates23.2.2.4. tModels23.2.3. Will it work?23.3. Implementation23.4. Conclusion
24. XML Path Language (XPath) Tad Tougher Tutorial
24.1. The XPath data model24.1.1. Why do we need a model?24.1.2. Tree addressing24.1.3. Node tree construction24.1.4. Node types24.1.4.1. Root node24.1.4.2. Element nodes24.1.4.3. Text nodes24.1.4.4. Attribute nodes24.1.4.5. Other node types24.2. Location paths24.2.1. Basic concepts24.2.1.1. Stepping down the hierarchy24.2.1.2. Predicates24.2.1.3. Selection24.2.1.4. Context24.2.1.5. Axes24.2.1.6. Node tests24.2.2. Anatomy of a step24.2.2.1. Node tests24.2.2.2. Axes24.2.2.2.1. Child24.2.2.2.2. Attribute24.2.2.2.3. Descendant24.2.2.2.4. Self24.2.2.2.5. Parent24.2.2.2.6. Ancestor24.2.3. Our story so far24.2.4. Predicates24.2.4.1. Expression types24.2.4.1.1. Node-sets24.2.4.1.2. String-values24.2.4.1.3. Context position24.2.4.2. Predicate examples24.3. ID function24.4. Conclusion

Content preview from XML in Office 2003: Information Sharing with Desktop XML

Part Two. Working with XML in Office

Word
Excel
InfoPath
Access
FrontPage

In this Part we show you, in great detail, how to use the XML features of Office to accomplish real-world tasks. You’ll learn how to create XML documents with Word and format them with the Word Markup Language. You’ll also learn how to analyze XML data with Excel, store and retrieve it from Access databases, and publish it to the Web with FrontPage.

We also teach you how to design and complete forms with InfoPath, and how to use Web services with these products.

The chapters are labeled by product name and required Office skills. A Power User knows the Office products and is able to set up new things (styles, etc.) using the normal user interface. A Script Developer has, in addition, ...

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XML in Office 2003: Information Sharing with Desktop XML

by Charles F. Goldfarb, Priscilla Walmsley

Part Two. Working with XML in Office

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