Building the Contoso Auto Sales Office Business Application Part 1.docx

Building the Contoso Auto Sales Office Business Application Part 1.docx

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BuildingtheContosoAutoSalesOfficeBusinessApplicationPart1

BuildingtheContosoAutoSalesOfficeBusinessApplicationPart1

BuildingtheContosoAutoSalesOfficeBusinessApplicationPart1-SchedulingCustomerAppointments

RobertGreen

MCWTechnologies

DownloadthecodeforthistutorialonCodeGallery

Introduction

ContosoAutoSalesisafictitiousautomobiledealerspecializinginhigh-endautomobiles.Contosohascomputersystemstotalktosuppliers,togenerateaninvoicewhenacustomerpurchasesanautomobile,tobillforservicevisitsandtopayemployees.Itwantsasystemtomanagetheday-to-dayinteractionwithcustomersandimproveitslevelofpre-salescustomerservice.

ContosoAutowouldlikeasolutionbasedonOffice2007thataddressesthefollowingscenarios:

•ThesalesmanagerneedstocontactcustomerswhohaverequestedanappointmentbycallingContosoorvisitingtheWebsite.ShewantstosendamailacknowledgingtheappointmentrequestandthenscheduleappointmentsusingOutlook.

•SalesconsultantswanttouseWordtocreateandprintpricequotesforautomobiles,reflectingavailableoptionsselectedbyacustomer.

•ThefinancingmanagerwantstouseExceltogeneratefinancinginformationforcustomerswithpendingquotes.Hewantstheabilitytogeneratethisinformationinteractively,butalsowantsitcreatedautomaticallywhenthesalesconsultantgeneratesaquote.

•ThesalesmanagerwantstouseExceltorunreportsshowingquotesbymanufacturer,model,customerandemployee.Shewantstoviewreportsofflineonherlaptopandwantsthereportsautomaticallyupdatedwithuptodateinformation.

Inthistutorialseries,youwilluseVisualStudio2008tocreateanOfficeBusinessApplicationthataddresseachofthescenarioslistedabove,usingOutlook2007,Word2007andExcel2007.ThetutorialscontainbothVisualBasicandC#code.

Exercise1:

CreatetheOutlookAdd-inProject

PotentialcustomerscanrequestanappointmentbyvisitingtheContosoWebsiteorbycallingContosodirectly.TheonusisnowonContosotocontactthatcustomerandscheduleadayandtimetomeetwithasalesconsultant.Notrespondingmeanslostopportunitiesforsales.

ContosowantstouseOutlooktorespondtoandschedulecustomerrequestsforappointments.Thesalesmanagerwantstorespondviaemailtoletthecustomerknowshehasreceivedtheappointmentrequestandwillcontactthecustomer.Shewillthencallthecustomertoarrangeforanappointmentwithasalesconsultant.

Inthistutorial,youwillcreateanOutlook2007customerappointmentmanagementsolution.YouwilladdthefollowingcapabilitiestoOutlook:

•Theabilitytosendanemailtoallofthecustomerswhohaverequestedappointments.

•Theautomaticcreationoffollow-uptasksforeachcustomerwhorequestedanappointment.

•Theabilitytoauto-fillmeetingrequestswithcustomerandsalesrepinformationandsendthecustomeraconfirmationemail.

Togetstarted,inVisualStudio2008selectFile|New|ProjecttodisplaytheNewProjectdialogbox.Inthelistofprojecttypes,expandtheOfficenode.SelectVersion2007,displayingthelistoftemplatesshowninFigure1.

Figure1.VisualStudio2008providestheseOffice2007templates.

IntheTemplatespane,selectOutlook2007Add-in.NameyourprojectCustomerAppointmentsandselectanappropriatefolderfortheproject.ClickOKtocreatetheproject.

Youradd-inwillworkwithdatathatresidesintheContosoAutoSQLServerdatabase.Youfirstneedtocreatethedatabase.OpenSQLServerManagementStudioandconnecttoSQLServer（orSQLServerExpress）.SelectFile|Open|FiletodisplaytheOpenFiledialogbox.Navigatetothefolderwhereyoudownloadedthistutorial’ssampleproject.NavigatetotheDatafolder.SelectInstallContosoAuto.sqlandclickOpen.ClickExecutetorunthescript.

IfyoudonothaveSQLServerManagementStudio,openacommandprompt.Todothis,locatetheCommandPromptitemintheStartmenu.Right-clickonitandselectRunasadministrator.Enterthefollowingtoinstallthedatabaseonyourlocalsqlexpressinstance:

1.sqlcmd-S.\sqlexpress-i"C:

\SampleLocation\Data\InstallContosoAuto.sql"

ReplaceC:

\SampleLocationwiththepathtothistutorial’ssampleproject.ThecommandaboveassumesyouareusingSQLServerExpress.IfyouareusingSQLServer,replace.\sqlexpresswithcomputername\instancename.Formoreinformationonsqlcmd,pleaseseetheMSDNLibrary.Closethecommandprompt.

ReturntoVisualStudio.IntheSolutionExplorer,right-clickonDataConnectionsandselectAddConnectiontodisplaytheAddConnectiondialogbox.IftheDatasourcedoesnotdisplayMicrosoftSQLServer（SqlClient）,clickChange.ThisdisplaystheChangeDataSourcedialogbox.SelectMicrosoftSQLServer（SqlClient）andclickOK.

IntheAddConnectiondialogbox,enteryourcomputername（ifyouareusingSQLServer）or.\SQLEXPRESS（ifyouareusingSQLServerExpress）intheServernametextbox.SelectContosoAutofromthedatabasedrop-downlist.ClickOKtoclosetheAddConnectiondialogbox.

IntheServerExplorer,expandtheContosoAutonode.ExpandtheTablesnodetoseethetablesinthedatabase（seeFigure2）.

Figure2.TheContosoAutodatabasecontainsthesetables.

ToseethedataintheManufacturerstable,right-clickonManufacturersandselectShowTableData.YoushouldseethedatashowninFigure3.UsethesametechniquetoviewthesampledataintheModelstable（seeFigure4）,AvailablePackages（seeFigure5）andEmployees（seeFigure6）tables.

TheManufacturerstablecontainstheautomobilemakers.TheModelstablecontainstheautomobiles.TheAvailablePackagestablecontainsoptionsavailableforeachautomobile.TheEmployeestablecontainsContosoAuto’ssalesrepresentativesandsalesmanager.

Figure3.TheManufacturerstablecontainsthisdata.

Figure4.TheModelstablecontainsthisdata.

Figure5.TheAvailablePackagestablecontainsthisdata.

Figure6.TheEmployeestablecontainsthisdata.

TheOutlooksolutionyouarebuildinginthistutorialalsoneedsaconnectiontotheContosoAutodatabase.SelectProject|CustomerAppointmentsProperties.SelecttheSettingstab.Toaddanewsetting,enterContosoAutoConnectionStringintheNamecolumn.Select（Connectionstring）fromtheTypedrop-downlist.

ClicktheellipsisintheValuetextbox.ThisdisplaystheConnectionPropertiesdialogbox.CreateaconnectiontotheContosoAutodatabase.ClickOKtoclosetheConnectionPropertiesdialogbox.ClosetheProjectDesigner,savingyourchanges.

YouwilluseaDataSettocommunicatewiththeContosoAutodatabase.RatherthancreatetheDataSetfromscratch,youwilluseanexistingversionofit.SelectProject|AddExistingItemtodisplaytheOpenFiledialogbox.Navigatetothefolderwhereyoudownloadedthistutorial’ssampleproject.NavigatetotheDataSets\CustomerAppointmentsfolder.ThennavigatetotheVBorCSfolderdependingonthelanguageyouareusing.SelectContosoAutoDataSet.xsdandclickOKtoaddtheDataSettotheproject.

IntheSolutionExplorer,double-clickContosoAutoDataSet.xsdtoopentheDataSetDesigner（seeFigure7）.TakeafewminutestofamiliarizeyourselfwiththetablesandTableAdapters.

Figure7.Theadd-inusesthisDataSettoworkwiththedataintheContosoAutodatabase.

ClosetheDataSetDesigner.Saveyourchanges.SelectBuild|BuildSolutionandverifythattheprojectcompilescorrectly.

Exercise2:

BuildaCustomOutlookMenu

Inthisexercise,youwilladdaCustomersmenutoOutlook.Thesalesmanagerwillusethismenutorespondtocustomerappointmentrequestsandtoscheduleappointments.

AddtheMenutoOutlook

TheThisAddInclasscurrentlyhastwomethods.ThisAddIn_Startuprunswhentheadd-inloads,shortlyafterOutlookstarts.ThisAddIn_Shutdownrunswhentheadd-inunloads,shortlybeforeOutlookstops.

YourfirstthoughtmightbetoputcodelikethefollowingtoaddtheCustomersmenuintheStartupeventhandler.

'VisualBasic

'GetareferencetotheOutlookmainmenubar

mainMenuBar=thisExplorer.CommandBars.ActiveMenuBar

'LocatetheHelpmenu

Try

helpMenuIndex=mainMenuBar.Controls（"Help"）.Index

Catch

helpMenuIndex=mainMenuBar.Controls.Count

EndTry

'CreateaCustomersmenutotheleftoftheHelpmenu

mainMenu=CType（mainMenuBar.Controls.Add（_

Office.MsoControlType.msoControlPopup,Type.Missing,_

Type.Missing,helpMenuIndex,True）,Office.CommandBarPopup）

mainMenu.Caption="Customers"

mainMenu.Visible=True

1.//C#

2.//GetareferencetotheOutlookmainmenubar

3.mainMenuBar=thisExplorer.CommandBars.ActiveMenuBar;

4.//LocatetheHelpmenu

5.try

6.{

7.helpMenuIndex=mainMenuBar.Controls["Help"].Index;

8.}

9.catch

10.{

11.helpMenuIndex=mainMenuBar.Controls.Count;

12.}

13.//CreateaCustomersmenutotheleftoftheHelpmenu

14.mainMenu=（（Office.CommandBarPopup）

15.（mainMenuBar.Controls.Add（Office.MsoControlType.msoControlPopup,

16.Type.Missing,Type.Missing,helpMenuIndex,true）））;

17.mainMenu.Caption="Customers";

18.mainMenu.Visible=true;

ThiscodewilladdaCustomersmenu.However,itwillonlyappearinonewindow.Outlookwilladdthemenutowhateverwindowitopenedfirstwhenitstarted.ThiswilltypicallybetheInbox,buttheusercanchangeOutlook’sstartupfolderintheOptionsdialog.Ifyouthenopenanotherwindow,suchastheCalendarorContacts,theCustomersmenuwillnotappearinthatwindow.

ContrastthiswithWordorExcel,whereaddingamenuitemaddsthatmenutotheapplication,nottowhateverdocumentiscurrentlyopen.TheCommandBarscollectionobjectrepresentsthemenubarandtoolbarsin