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How Microsoft Ratted Itself Out Of Office

By Michael Hickins | Jul 13, 2009

Developers hoping to hitch a ride on Google’s Wave have discovered that Microsoft may have unwittingly helped them resolve the single greatest problem they needed to overcome in order to challenge the dominance of Office.

When Microsoft set out to create Office 2007 using a brand new code base XML format — Office Open XML (OOXML) — it needed to accomplish two goals: make it compatible with all previous versions of Office, and have it accepted as a standard file format for productivity tools so that governments could continue using it while complying with rules forcing them to use standards-based software.

So like a Mafia don accepting an honorary degree from Harvard while simultaneously continuing to collect his vigorish, Microsoft applied to the International Standards Organization (ISO) for its patina of technical respectability while continuing to sell client access licenses to the masses. But it underestimated the fight opponents would put up to this certification, and ended up publishing reams of documentation as proof that its document protocol was truly open and available to all.

Buried in the two thousand-plus page documentation it provided was the key to the kingdom — true compatibility with Microsoft Office file formats — past and present. And compatibility has been the stumbling block over which the likes of Sun, IBM, Novell and the Open Document Foundation all stumbled as they tried to introduce rivals to Office. While they all succeeded in providing superficial compatibility — Star Office will open a Microsoft Word document, for instance — none of them can reliably translate complex business processes (like calls to Web services embedded in an Excel spreadsheet). Large organizations can’t afford to lose that level of compatibility, which is why ODF failed its trial with the state of Massachusetts.

Microsoft dodged a bullet in Massachusetts, but realized that if its Office productivity suite wasn’t adopted as a de jure standard, rather than merely a de facto monopoly, it would eventually lose customers who were mandated by law to use only standards-based applications. That’s why it fought tooth and nail to convince ISO to adopt OOXML as a standard — even if that meant publishing its entire specification.

What no one realized until now, however, is the degree to which Microsoft’s own document contained the information competitors really need. Gary Edwards, a Web developer and former executive director of the Open Document Foundation wrote in an email:

Without systems and technologies designed to integrate deep into the Office productivity environment, we can’t connect Wave to the legacy of existing applications, documents and business processes…

[But] one of the interesting things we are finding is that OpenXML might be a bit more “open” than Microsoft intended.

Depending on your perspective, either Microsoft has sowed the seeds of its own undoing, or international standards bodies succeeded in forcing Microsoft to open itself up. Either way, Microsoft has given away the key to compatibility with Office documents, allowing all comers to overcome the one barrier that has heretofore prevented customers from dumping Microsoft’s Office suite.

Michael Hickins is a professional writer and journalist with a passion for ferreting out the intersections between technology and culture.

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  •  
    1

    swhiser

    07/13/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    Nicely put. Now you've peaked my interest.

  •  
    2

    rcweir

    07/13/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    Nice, theory, except for the fact that Office 2007 does not implement ISO OOXML. The Office 2007 users I talk to are all saving in the old legacy binary formats, XLS, DOC, PPT, since those are understood far more broadly than the new OOXML files.

    Also, you have the problem that OOXML does not define details like scripts and macros, the very essence of integrating documents with business processes. So although you may now know how Office stores bold and italics, but these are not exactly the crown jewels of Office compatibility.

    And btw, you should say, "Gary Edwards, executive director of the former Open Document Foundation" since that organization disbanded two years ago due to lack of credibility, viz. http://hackfud.net/2007/11/06/now-its-open-document-formats-turn-for-the-fudmeisters/

  •  
    3

    Gary Edwards

    07/13/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    @Rob

    Of course the Office 2007 users you talk to are using the
    binary formats. That's what you've been advising them to
    do.

    With over 100 million downloads of the Microsoft
    Compatibility Pack, i wonder though how convincing your
    arguments are?
    http://blogs.technet.com/gray_knowlton/archive/2009/06/23
    /compatibility-pack-for-open-xml-passes-100-million-
    downloads.aspx

    And OBTW, as you well know, the OpenDocument
    Foundation closed down because of a change in OASIS
    membership rules.

    When OASIS closed the 501c(3) nonprofit loophole that
    enabled the Foundation to sponsor upwards of 25
    participants on the ODF TC and related sub committees, that
    was effectively the end of the OpenDocument Foundation.
    No longer could we fulfill our core objective to balance out
    the surging corporate vendor representation on the ODF TC
    with that of independent experts and open source community
    members.

    Having been reduced by OASIS to two members, and with all
    of our compatibility-interoperability initiatives
    failing to make it into the ODF 1.2 version, i dropped out of
    active participation. This left only two active members who's
    participation dates back to the original 2002 inception of the
    ODF TC; then the Open Office XML TC - short form OOXML
    happy. Oh the irony.

    Paul Merrill continued to work on ODF until the Foundation's
    OASIS 2007 membership came up for renewal at the end of
    that year. Since i had moved from ODF to HTML+ as the
    focus of my interest, i declined the renewal request from
    OASIS, and shuttered the Foundation.

    You continue to dredge up this credibility issue as if the
    endless repeating your lies will somehow convince the world
    that there is nothing wrong with ODF.

    For sure Microsoft's hands are anything but clean. In
    Massachusetts they pulled out all the stops, resorting to
    every dirty trick they could think of to stop ODF. Including
    pulling the political levers that dropped the budget out from
    under Mass IT.

    At the end of the day though, ODF had to overcome a
    number of technical barriers that have been there since the
    dawn of the Windows Workgroup, and the continued
    dominance of the Microsoft Office productivity environment.

    With or without Microsoft's cooperation, to be successfully
    implemented, ODF had to overcome the barriers of
    compatibility with existing MSOffice productivity
    environments, and the billions of binary documents spawned
    by years of business systems development in that ecosystem.

    This is the primary reason ODF failed in Massachusetts.
    Maybe it's also the reason why there are over 100 million
    downloads of the OOXML plug-in for existing MSOffice
    installations?

    The truth is that, except for the infamous Section 1.5 -
    "Boutros Compatibility Clause", ODF simply was not
    designed to be compatible with the productivity environment
    that dominates over 90% of existing business systems.
    Since only a small portion of the Boutros Compatibility
    Clause is supported by OpenOffice, interop between a
    Boutros-ODF document and OpenOffice is seriously lacking.

    The issue of embedded logic, as represented by scripts,
    macros, formulas, OLE, application specific add-on settings
    and security settings are indeed a problem. But they are not
    a show stopper.

    It's entirely possible to capture those settings on conversion,
    preserving the viability of embedded business processes.
    Since a business process bound to this productivity
    environment depends on the embedded logic for the
    exchange and round-tripping of documents, the real show
    stopper is having a ecosystem compatibility challenged
    application come in and routinely destroy markup it can't
    understand.

    If a document conversion process breaks either the fidelity,
    or the embedded logic needed by bound business processes,
    it's a game ender. I suspect end-users are either choosing to
    stay with the binaries, as you instruct. Or, they are
    downloading the Microsoft Compatibiltiy Pack, and moving to
    OOXML.

    Your only answer to the Massachusetts problem seems to be
    that end-users with business processes bound to the
    MSOffice productivity environment, should use binary
    formats while waiting for Microsoft to somehow become
    uncharacteristically cooperative in the killing off of their main
    cash cow.

    Good luck with that.

    My guess is that seriously digging in and doing the work
    demanded to improve ODF "compatibiltiy and
    interop"
    will prove to be the only realistic option the
    ODF community ever had.

    Funny to think that my credibility rests on this argument.
    Should the ODF community wait, counting on the
    cooperation of a newly enlightened Microsoft? Or should
    they dig in and do whatever it takes to overcome those
    productivity environment, bound business process
    barriers?

    ~ge~



  •  
    4

    Gary Edwards

    07/13/09 | Report as spam

    The Antics of a disembling disposition

    viz. Hyprocrisy-101.aspx#id_8efe6f90-91f5-4462-94c1-
    4ed15bbe629e>.

    And this: council.org/node/4>

  •  
    5

    Gary Edwards

    07/13/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    Hypocrisy 101:
    http://bit.ly/2h25lD

    Just the facts:
    http://bit.ly/PF3BI

  •  
    6

    rcweir

    07/14/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    Thank you, Gary. Your obsessive rantings make the credibility point better than I ever could.

    As for the Compatibility Pack, Microsoft set it up so the user would be prompted to automatically download it the first time a user tries to open a DOCX file. That is how Windows installations end up with a lot of unused and unwanted crud, like the recent .NET add-in for Firefox.

    We just had an article in the Boston Globe last week, advising people to not use DOCX when sending our resumes. It is just a bad idea. Maybe it will work if you are a closed Microsoft shop and everyone is using Office 2007. But in any heterogeneous environment, and that includes sending documents to customers and clients, using OOXML is just asking for trouble.

    In any case, your entire argument regarding Wave is pure bunk. Wave is a runtime API, not a document format. If you use it in MS Office then you would be using it with the runtime API's of MS Office, using VSTO, etc. This has nothing to do with OOXML, or any other file format for that matter. If you can call Wave from MS Office then it would work regardless of the underling document format, whether OOXML, ODF, legacy DOC, RTF, whatever. The technologies are at two different levels: file format and runtime API's. That is why your statement is nonsense.

  •  
    7

    Gary Edwards

    07/14/09 | Report as spam

    @rcweir

    Is it possible to be obsessive about the need for
    compatibility and interoperability? Maybe from the
    point of view of a big vendor having to deal with these
    issues in the context of open standards it is a nuisance?
    For the rest of us though, it's damn important.

    I hope your not suggesting that IBM would prefer to deal
    with compatibility and interoperability issues at
    the application layer instead of the format level. We're all
    well aware that big vendors and vendor consortia are more
    than happy to cut private compatibility and
    interoperability
    agreements with each other, greatly
    improving the way their applications and services
    interoperate, but often at the expense of everyone else.
    Including open source and open standards.

    Market-splitting comes to mind.

    Hey, i'm also sorry to hear the Boston Globe is advising
    you about sending out your resumes. Hope i read that
    wrong.

    As for my comments about Wave. Who said it was a
    format? Who said anything about using Wave within
    MSOffice?

    I know the quote was a shortened clip of a more lengthy
    response. But still, i don't see how you managed to jump
    to those nonsense conclusions. I guess i underestimated
    your confusion/dissembling quotient.

    Lesson learned.

    My point to Michael was that it's possible to tunnel deep
    into the MSOffice editors, and connect in-process
    OOXML documents to a Wave without breaking either the
    fidelity, or, the productivity environment specific embedded
    logic.

    IMHO, being able to connect deep into the dominant
    desktop productivity environment, and push those billions
    of compound business documents through an Open Web
    Wave, is preferable to the proprietary MOSS alternative.

    There are two ways i see of dealing with the desktop
    productivity monopoly. One is that of
    replacement. But as Massachusetts
    demonstrated, it's very costly and highly disruptive to rip-
    out-and-replace existing business systems.

    The other way is to re-purpose the existing
    productivity environment. This is essentially what
    Microsoft is trying to do with MOSS 2010. The thing is, as
    Microsoft prepares to migrate/upgrade the entire monopoly
    base to a new Web centric, but proprietary unified
    productivity
    platform, they have a lot of loose ends.

    Like all those MSOffice 2003 and 2007 workgroups having
    installed the Microsoft Compatibility Pack, but not
    yet having transitioned important bound business
    processes
    to a MOSS footing.

    I'm not saying that the replacement vendors
    should throw in the towel. They have to keep pushing
    hard for improved features sets and innovative services
    within the larger context of backwards compatibility and forwards
    interoperability. Once Microsoft crossed the ISO
    standards line with OOXML though, the barriers to
    replacement got very high. And the time to cross
    these barriers very short.

    Once Microsoft migrates a critical mass of business
    systems from the existing desktop productivity environment to the emerging unified productivity
    MSWeb platform, it's pretty much game over for
    businesses. An entirely new level of monopolist lock-in
    will kick in.

    This is where the re-purposing of the MSOffice
    desktop productivity environment comes in. Efforts to
    connect the legacy ecosystem to Open Web systems
    becomes important. Systems like Wave.

    Hope this helps,

    ~ge~

  •  
    8

    rcweir

    07/15/09 | Report as spam

    RE: How Microsoft Ratted Itself Out Of Office

    Gary, of course interoperability is primarily at the application level. ISO defines interoperability as "The capability to communicate, execute programs, or transfer data among various functional units in a manner that requires the user to have little or no knowledge of the unique characteristics of those units". Standards don't "communicate", "execute" or "transfer", so standards don't interoperate. Only "functional units" interoperate. To the extent interoperability is mediated by a standardized format, this can be achieved more efficiently, but ultimately only running code exhibits qualities of interoperability.

    In any case, you've been claiming perfect lossless interop with MS Office for the better part of a decade now, but have delivered nothing but hollow claims. Where is the running code? Where is substantiation of any of these claims? If we now have these magical capabilities at our disposal, how come no one has actually achieved what you claim is possible? Please point us to who exactly is "able to connect deep into the dominant desktop productivity environment, and push those billions of compound business documents through an Open Web Wave". This is a multi-billion dollar industry for productivity editors. If this is all possible, then don't you think that even one company would be motivated to accomplish what you claim? Although you roll the occasional journalist with your snake oil/cold fusion claims, there is no independent technical appraisal that has confirmed your ideas. The only appraisals I know have walked away after seeing the hollowness of your claims. Show us the code. Until then, this is all recycling of your claims of 2005, which you periodically dress up with the buzz word du jour, in this case "Wave".

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