'Custom XML' the key to patent suit over Microsoft Word

By | August 12, 2009, 7:42am PDT

The short version of the story so many are talking about today: A Texas judge is barring Microsoft from selling Microsoft Word due to alleged patent infringement and fining the Redmondians multiple millions as part of the case.

But most synopses of the case seem to be omitting a key part of the ruling: the concept of “Custom XML.”

According to the press release from the lawyers for plaintiff i4i:

“Today’s permanent injunction prohibits Microsoft from selling or importing to the United States any Microsoft Word products that have the capability of opening .XML, .DOCX or DOCM files (XML files) containing custom XML.”

What is “Custom XML”? Is it a (supposedly) unremovable component of Office (like Internet Explorer is of Windows)?

The first link I found when searching was from the “OOXML is defective by design” site. The 2008 post was born from the politics that continue to swirl around the Office Open XML (OOXML) vs. Open Document Format (ODF) debate. But it still contains some useful information.

First, according to this post, Custom XML is a Word-only thing. It’s not part of Excel, PowerPoint or any other Office app.

Post author Stephane Rodriguez links to a couple of Microsoft-provided definitions of Custom XML.

The first, from Office Program Manager Brian Jones, dates back to 2005:

Custom XML is the support for custom defined schemas. It’s that support that allows you truly integrate your documents with business processes and business data. You can define your data using XML Schema syntax, and then you can use that data in your Office documents. By opening up our formats with our reference schemas, and supporting your custom defined schemas, you get true interoperability of your documents.”

I did some more searching. I found a 2008 retort to Rodriguez’s post that also attempts to define Custom XML. From .Net evangelist Wouter van Vugt:

Custom XML markup “is about embedding custom XML defined outside of Open XML to support solution which aim to structure a document using business semantics, not only using formatting. A great advance since you want to get to the data, and not by saying that the customer name is the 3rd paragraph. The issue is that you cannot just allow any arbitrary XML to be stored in the WordprocessingML package. This would become application specific, and it would break validation since all XML is valid. Not a great idea.”

I’ve seen a couple of bloggers claiming that a prohibition against Custom XML would affect customers working with custom Office templates. From these definitions, it’s obvious we’re not talking about the simple cover-letter or newsletter formatter that many think of when they hear “template.”

Do you expect Microsoft to win its appeal of this case, to settle with i4i? (I’m betting on a settlement, myself.) Do you believe Microsoft could/would “remove” the allegedly infringing Custom XML technology in some way? I’m also still interested in getting more of a layperson’s definition of Custom XML — anyone?

Update: My ZDNet blogging colleague Zack Whittaker managed to get an interesting comment on the case. It sounds like there might be a Plan B, via which Microsoft could disable the Custom XML feature if the company’s legal appeal fails. It sounds like Microsoft is not anticipating the case to delay the release of Office 2010. But there is talk of a re-release of Word 2007 with a patch, which the company already has developed, that will disable the Custom XML functionality upon installation.

The “official” Microsoft Legal comment on all this is the much less-detailed one from Microsoft spokesperson Kevin Kutz: “We are disappointed by the court’s ruling. We believe the evidence clearly demonstrated that we do not infringe and that the i4i patent is invalid. We will appeal the verdict.”

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Mary Jo has covered the tech industry for more than 25 years for a variety of publications and Web sites, and is a frequent guest on radio, TV and podcasts, speaking about all things Microsoft-related. She is the author of Microsoft 2.0: How Microsoft plans to stay relevant in the post-Gates era (John Wiley & Sons, 2008).

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Mary-Jo Foley

Freelance journalist/blogger Mary Jo Foley has nothing to disclose. WYSIWYG (what you see is what you get). I do not own Microsoft stock or stock in any of its partners or competitors. I have no business ventures that are sponsored by/funded by Microsoft or any of its partners or competitors.

Biography

Mary-Jo Foley

Mary Jo Foley has covered the tech industry for 25 years for a variety of publications, including ZDNet, eWeek and Baseline. She has kept close tabs on Microsoft strategy, products and technologies for the past 10 years. In the late 1990s, she penned the award-winning "At The Evil Empire" column for ZDNet, and more recently the Microsoft Watch blog for Ziff Davis.

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Talkback Most Recent of 55 Talkback(s)

  • Well...
    It's kind of odd/fun/amusing that Microsoft after doing its big OOXML song and dance is being hoist on its own petard by a patent on custom XML.

    I do wonder if Microsoft in stumping up OOXML did much at all in the way of diligence with regard to patents on custom XML. Because it seems that their attempt to get proprietary stuff in an "open standard" has come back to haunt them.

    Ah well, maybe I'm wrong, maybe I'm not. I'm just in too much after golf pain to care much.
    ZDNet Gravatar
    zkiwi
    12th Aug 2009
  • RE: 'Custom XML' the key to patent suit over Microsoft Word
    Microsoft has a very strong chance of winning the appeal once they prove how inane this whole thing is and the fines were overly priced. Basically everyone is going to back Microsoft because they need them to win against i4i. If they don't then the disastrous results will trickle down into other companies and software.
    ZDNet Gravatar
    Loverock Davidson
    12th Aug 2009
  • Past history ...
    Of your predicting what courts will do now almost guarantee that i4i will prevail.
    ZDNet Gravatar
    zkiwi
    12th Aug 2009
  • Wrong
    and for your sake you better hope they don't otherwise all of your favorite software will suffer the same as Microsoft. You need for Microsoft to win the appeal.
    ZDNet Gravatar
    Loverock Davidson
    12th Aug 2009
  • Yes, you are wrong...
    Or did you entirely miss the two bits...

    1) Your zero success with court's rulings.
    2) The whole bit about it's not about XML, but about Microsoft's "custom XML"

    Never mind, there's still hope for you. Buy a Mac, wipe Windows off your PC and install at least one flavour of Linux, and to wrap it all up, get an iPhone!
    ZDNet Gravatar
    zkiwi
    12th Aug 2009
  • Are you crazy????
    You'll get him fired.
    ZDNet Gravatar
    Viva la crank dodo
    12th Aug 2009
    • Flagged
  • Except that...
    from what I read in the patent filing itself... their patent makes no mention of custom XML.

    What the patent actually describes is the method for which files are stored with structure and content seperately. This would include all XML/XML schema and CSS/HTML combinations.
    ZDNet Gravatar
    ShadowGIATL
    12th Aug 2009
  • Please...
    PLEASE DO NOT PUT THIS IN THE HANDS OF SOME TEXAS JUDGE!
    ZDNet Gravatar
    cdubb
    12th Aug 2009
  • Why not?
    Note that it's a federal court, not a Texas court. So why not Texas?
    ZDNet Gravatar
    zkiwi
    13th Aug 2009
  • If you have to ask that...
    If you have to ask that then you need to get out of the virtual world and spend some time observing real life.
    ZDNet Gravatar
    joeller
    14th Aug 2009
  • You do know that...
    Courts and their decisions are evaluated, and that there is also such a thing as an appeal?

    That and you seem to imagine that this court is a "hang them, find them guilty and have a quick trial" (in that order) court. If it was, then it's odd that the RIAA and Microsoft, IBM etc don't use it to their advantage.
    ZDNet Gravatar
    zkiwi
    16th Aug 2009
  • This is the same judge and district...
    ... that has ruled on all sorts of BS patent suits in recent years.

    Everyone's feelings on OOXML are irrelevant... this is what happens when a Toronto company is allowed to file a lawsuit against a Washington company in the state of Texas in the district of a corrupt judge.
    ZDNet Gravatar
    GoodThings2Life
    12th Aug 2009
  • And they won!
    Maybe it's better just to let MS do what ever they want, regardless of any
    protection a small, 30 employee company, believes they have.

    It's not only a slap on MS's wrist - they know their lawyers will get them
    out of it. I actually doubt if MS will be embarrassed.

    Pity.
    ZDNet Gravatar
    Ken_z
    12th Aug 2009
  • ZDNet Gravatar
    Dietrich®
    12th Aug 2009
  • custom xml definition
    If you can open the doc with a M$ xml reader and not with a third party xml reader, than it is custom (a.k.a. 'enhanced' by M$).
    This is great because M$ is finally paying for not using open standards.
    ZDNet Gravatar
    Linux Geek
    12th Aug 2009

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