An Introduction to Microsoft's Information Bridge Framework - Mauro Cardarelli

One of the key benefits of Office System is the tighter integration between the Office products and XML.  This has enabled Smart Documents technology, document-based solutions that give users access to external data within the context of their Office application.  Microsoft is looking to extend the "vision" of bridging line-of-business applications with back-end systems through the Information Bridge Framework.  The Information Bridge Framework (IBF) is a collection of tools and guidelines for leveraging Web services and bringing corporate data directly to desktop-based emails, spreadsheets, and documents.  This article will discuss the technology associated with the Information Bridge Framework and highlight some key business benefits.

What is the Information Bridge Framework?
The Information Bridge Framework is a collection of software components and guidelines for connecting Office applications with Web services.  With IBF, information workers can access back-end system data through Outlook 2003, Word 2003 or Excel 2003.  The Information Bridge Framework, currently available in Beta, includes:

  • A server-based component, the Information Bridge metadata service, which provides metadata that allows a client component to connect to Web services
  • A client-based component that presents contextual information within the Office application task pane
  • An add-in for Visual Studio .NET, the Information Bridge Metadata Designer, which provides programming capabilities for designing and building IBF solutions
  • A set of documentation that includes an Architecture and Planning Guide, an Installation and Deployment Guide, and a Metadata Reference help file

What are the system requirements?
On the server, the Information Bridge Framework requires:

  • Windows Server 2003, including IIS 6.0
  • SQL Server 2000, SP3 or later
  • .NET Framework 1.1

On the client, the Information Bridge Framework requires:

  • Windows XP Professional or Windows 2000 Professional
  • Office 2003 Professional
  • .NET Framework 1.1
  • Office Interop Assemblies for Outlook, Word, and Excel

How does it work?
The Information Birdge Framework is based on metadata and Web services.  Web services expose business objects and IBF solutions map these objects to an Office application user interface.  Users access this information within the context of a specific application through the task pane.

The Web services assoicated with Information Bridge Framework solutions provide self-describing XML and metadata that are consumed by the IBF client component.  The client component caches the metadata and uses it to interpret the context within an Office document.  The metadata also determines which actions to make available in the task pane.

When a user selects a particular portion of an IBF-enabled Office document, the client component add-in calls a Web Service, accepts specific XML and metadata, and renders the appropriate action items in the task pane user interface.  The developer of an IBF solution has full control over where to place context-sentitive data, through the use of Smart Tags, and what actions are initiated in the task pane.

What are some key business benefits?
Solutions based on the Information Bridge Framework allow information workers to access business critical data within the context of familiar desktop applications.  This gives them immediate visibility into corporate information, across disparate data sources, and provides for faster response time and decision making.  Requests to IT and other specialized groups for specific data are eliminated; all the necessary data is accessible via the task pane in Word, Excel, or Outlook.  This also eliminates the need to manually collect and publish this content.  From an organizational perspective, business benefits include:

  • An improved decision making process as information workers now have access to all data necessary to analyze and address business issues
  • Line-of-business applications will be easier to use as the Office application becomes a single source for data and business logic
  • Reduced cost associated with information worker research and data integration; user won't need to request and aggregrate information from mulitple sources, the application does it

Summary
Currently, developing Smart Documents is difficult and labor-intensive.  While the business benefits are obvious, the development time associated with a Smart Document solution has forced organizations to look at upgrading specific Office applications rather than making enterprise-level architectural changes.  The Information Bridge Framework will ease some of the development burden and offers faster time to deployment.  With the next version of Visual Studio, currently scheduled for release in mid-2005, Smart Document development will become even easier as task pane functionality will be exposed through the .NET development tools.  The Information Bridge Framework offers a good immediate approach; one that leverages current technology and one that will scale nicely as Smart Document technology evolves.