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Custom XML for Word and the i4i patent case

Techie

Windward Reports never used Custom XML (or bookmarks) for tagging. (We looked at both but each approach has issues that make them problematic at times.) But we do use tagging in Word, Excel, & PowerPoint as our report designer. We do have a very powerful Office AddIn to support this tagging. So I think I have as good an understanding of the issues around this as one can have and yet still be a disinterested party.

I'm not going to give an opinion on the case except to say I wish they could have reached an agreement. The big losers on this are everyone who made use of Custom XML for tagging as this is now removed. (And to say a pox on all software patents.)

First for the programmers who have to adjust, there is a product from i4i that hacks around this called . However, I don't think that is your best solution (explained below). My suggestion is to switch to using content controls, fields, bitmaps, and/or plain old text. The first three of these approaches are more robust than custom XML and are still supported by Word. We use all four approaches (user selected) and they are rock solid.

So what do you do if you have custom XML in your Word documents? If you don't use the custom XML, then there's no problem, just open the files and Word will strip it out, leaving you the rest of the document. Same if your use can be switched to using another feature. You will lose your existing markers but otherwise can continue.

If you need to find any files that have custom XML in them, this program for Microsoft will do the job (DOCX/DOCM only). Also, this restriction only comes in to play for Word 2007 sold on or after 11 January this year – and all copies of Word 2010. Microsoft has a good summation here.

If you must have the custom XML, your only option at present is x4w. However, I strongly recommend that you only use this as a stop-gap measure as you find an alternative to custom XML. Because you could find that the next service pack of Word will render x4w unable to save your custom XML. As there is no love lost between Microsoft and i4i, I would not be surprised to see in the next service pack:

  1. Word drops support for custom XML. At present it strips the custom XML out but when it is inserted back in, Word still has the functionality to display and use it. But if custom XML support is not allowed, they can then remove that functionality from Word.
  2. Word strips custom XML on saving as well as on loading a document. If this occurs i4i can try to hack around this too, but this is a much more difficult problem. And for cases that the hack fails, you won't know until the next time you open the file – and all your work is lost.
  3. Word changes at what point during the load process that it strips out the custom XML. It presently occurs before the open document event (which I assume is when x4w inserts the custom XML back in). But Word could strip it out right after that event – and it is then a much harder hack to get the custom XML back in.

For those that have to get programs converted to a different tagging system, I know this change sucks. But when you complete the switch to content controls, fields, and/or bitmaps, you will be a lot happier as you will have a much more robust approach. To see how well this works, you can take a look at our report designer AutoTag (it provides the capability to design reports, documents, & dashboards in Word, Excel, & PowerPoint).

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

Tag Tree

Provides a display of all the tags in the template, structures as they are placed in the template. Provides an easy way to see the structure, go to any tag, and see the properties of a tag.

Added Javelin into the RESTful Engine

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

Generate Code

Designer (fka AutoTag) Generate Code tool allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables in your .NET or Java project. The process is quick, shortens delivery time and helps alleviate any bumps in the road.

Pivot Tables Adjusted in Output

Any pivot tables in the template are carried over to XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will be pivot tables set as expected in the generated file.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, ot the properties in the parent.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

When Windward is merging the data into a template, it process the template handling each tag in order, and the tags can pull from different datasources. This allows the select in a tag to use data from other datasources in the select.

David Thielen

President/CEO at Windward Studios

From his early years as a Senior Developer at Microsoft, to legendary designer of the popular Enemy Nations strategy game, to reporting and document generation guru, Dave has never lost his passion for building superb software and teams.

david@windward.nethttps://www.linkedin.com/in/davethielen/

For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

© 2019 Windward Studios Inc.

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