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Data Collection Using InfoPath and Form Services
Jesper OsgaardPartner Technical SpecialistMicrosoft
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Microsoft Confidential
Welcome Welcome
Electronic FormsElectronic Forms
Demo (InfoPath 2003)Demo (InfoPath 2003)
basics, data connections, rulesbasics, data connections, rules
Form templateForm template
Demo (InfoPath 2003, publish/submit)Demo (InfoPath 2003, publish/submit)
News in InfoPath 2007News in InfoPath 2007
Demo (InfoPath 2007)Demo (InfoPath 2007)
Demo (Embedded InfoPath 2007)Demo (Embedded InfoPath 2007)
Call to ActionCall to Action
Q & AQ & A
3
Agenda
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Why do electronic forms matter?
Forms drive business processesForms drive business processes Inefficiencies and inaccurate information cause
significant negative downstream effects
Forms hide the complexities of processesForms hide the complexities of processes Electronic information capture helps streamline the complex
processes sitting behind forms
Forms are everywhereForms are everywhere People in your organization are inundated by forms— expense reports,
benefit statements, and so on
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Docs/tasks/calendars, blogs, wikis, e-mail integration, project
management “lite,” Outlook integration,
offline docs/lists
CollaborationCollaborationBusinessBusiness
IntelligenceIntelligence
PortalPortal
Enterprise Portal template, Site
Directory, My Sites, social networking,
privacy control
Enterprise scalability,contextual relevance, rich
people and business data search
Rich and Web forms based front-ends, LOB actions, pluggable SSO
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
BusinessBusinessProcesseProcesse
ss
SearchSearchContentContentManagementManagement
PlatformPlatformServicesServices
Workspaces, Mgmt,Workspaces, Mgmt,
Security, Storage,Security, Storage,
Topology, Site ModelTopology, Site Model
Office InfoPath 2007 SolutionsPart of SharePoint Investments
Forms Forms ServicesServices
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Microsoft Confidential
Basic Form
Data Connection (NAV)
Rules
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Microsoft Confidential
Form Definition
&
Update/Binding Cycle
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Form Definition
.XML
SolutionDefinition
(XSF)
Views(XSLT)
Schema(XSD)
DefaultData(XML)
BusinessLogic
(JS, DLL)
InfoPath Form Template (XSN)
URL or URN
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The Update/Binding Cycle
HTMLViewXML
DOM
XSLT
XSF
Update
Data Binding
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Microsoft Confidential
Publish and Submit
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Publish to SharePoint libraryPublish to SharePoint library
Create InfoPath formCreate InfoPath form
Streamline business processes by publishing forms to SharePoint
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SharePoint librariesSharePoint libraries
Web servicesWeb services
Streamline business processes …by submitting forms to…
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Microsoft Confidential
Publish and Submit
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Microsoft Confidential
in InfoPath 2007in InfoPath 2007
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in InfoPath 2007
Built-in form template importers for Word and Excel
Template Parts (reusable components you can insert into multiple form templates)
Document Information Panels, which contain a mini InfoPath form that lets users fill in metadata properties on the document (in Word, Excel®, and PowerPoint® )
New controls, such as the Combo Box and Multiple-Selection List Box, Horizontal Repeating Table and Horizontal Region
InfoPath Forms Services, which lets your InfoPath forms reach out to anyone with or without InfoPath, at any time, on almost any device
Native form-filling capabilities directly to Outlook® 2007 and e-mail messages
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InfoPath conversionInfoPath conversion• Convert table cells, brackets, and Convert table cells, brackets, and
quotes to live form fieldsquotes to live form fields• Repeating tablesRepeating tables• Optional sectionsOptional sections• Data validation, conditional Data validation, conditional
formatting, rule-based data entryformatting, rule-based data entry• Infer the data structure from the Infer the data structure from the
Word or Excel documentWord or Excel document• Conversion warningsConversion warnings• Rich InfoPath controlsRich InfoPath controls
Word DocumentWord Document• Type optimized for handwritten Type optimized for handwritten
data entry data entry • Disconnected from external data Disconnected from external data • No data validationNo data validation• Big, empty tablesBig, empty tables• No repeating sectionsNo repeating sections• Optimized for “print and fill”Optimized for “print and fill”• No built-in submissionNo built-in submission
Conversion optionsConversion options• More than just a Word or Excel More than just a Word or Excel
Form to InfoPath Form Form to InfoPath Form conversionconversion
• Intelligent conversion of table Intelligent conversion of table cells, typographic clues, cells, typographic clues, document layout, and form document layout, and form controlscontrols
Easily design forms solutions by converting Word and Excel forms
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Template PartsTemplate Parts• Add predefined form sections Add predefined form sections
using a drag-and-drop interfaceusing a drag-and-drop interface• Prebuilt data connectivity, Prebuilt data connectivity,
validation, rules, and validation, rules, and expressions expressions
• Centrally managedCentrally managed• Compatibility Checker enforces Compatibility Checker enforces
compatibility with warnings and compatibility with warnings and by removing unusable controlsby removing unusable controls
Easily design forms solutions with reusable Template Parts
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• Use Microsoft Office OutlookUse Microsoft Office Outlook®® to to collect and distribute InfoPath collect and distribute InfoPath formsforms
• Complete forms without leaving Complete forms without leaving the familiar Outlook environmentthe familiar Outlook environment
• Export data directly from Export data directly from Outlook to Microsoft Office Outlook to Microsoft Office ExcelExcel®® or InfoPath or InfoPath
• Promote form fields into the Promote form fields into the Outlook list view to instantly Outlook list view to instantly sort, categorize, or filter InfoPath sort, categorize, or filter InfoPath mail messagesmail messages
Streamline business processes …with InfoPath e-mail forms
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One Form Use anywhere… with browser-based InfoPath forms
Designed once!
Tested forInternet Explorer,Firefox,NetscapeHTML enabled mobile devices
OnWindowsMacintoshLinuxUnix
Internet ExplorerInternet Explorer FirefoxFirefox
Mobile DeviceMobile Device
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Microsoft Confidential
Web based formsEmbedded forms
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Microsoft Confidential
Call to Action
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Microsoft Confidential
Call to Action
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Microsoft Confidential
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Microsoft Confidential
Appendix A
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Features by Product
Feature InfoPath client
Office Server
Forms Server
Design forms for browser use. Fill out forms Fill out forms in the browser or on mobile device Fill out and track forms inside Outlook Convert Word and Excel forms to InfoPath Reuse template parts in form solutions Design custom workflow processes InfoPath information panel Document live cycle and enterprise content management functionality
Central solution repository Centrally manage form solutions Data connection library
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Operating System ServicesOperating System Services
Database ServicesDatabase Services Search ServicesSearch Services Workflow ServicesWorkflow Services
ASP.NET: ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, and so on
Applications & ServicesApplications & Services
CollaborationCollaboration
Doc Collab, WikisDoc Collab, WikisDiscussions, BlogsDiscussions, BlogsContacts/Cals/TasksContacts/Cals/TasksE-Mail IntegrationE-Mail IntegrationOutlook IntegrationOutlook IntegrationProject Mgmt “Lite”Project Mgmt “Lite”Offline Lists/DocsOffline Lists/Docs
Content MgmtContent Mgmt
AuthoringAuthoringWorkflowWorkflowWeb PublishingWeb PublishingDocument MgmtDocument MgmtRecords MgmtRecords MgmtPoliciesPoliciesMulti-LanguageMulti-Language
PortalPortal
Intranet TemplateIntranet TemplateNews, Site DirNews, Site DirMy SitesMy SitesPeople FindingPeople FindingSocial NetworkingSocial NetworkingPrivacyPrivacy
SearchSearch
Search CenterSearch CenterRelevanceRelevanceBiz Data SearchBiz Data SearchMetadataMetadataCustomizable UXCustomizable UXExtensibilityExtensibility
Biz ProcessesBiz Processes
Rich/Web FormsRich/Web FormsSelf-Service FormsSelf-Service FormsReal-time Data Val.Real-time Data Val.LOB IntegrationLOB Integration------------------------------------------------LOB ActionsLOB ActionsPluggable SSOPluggable SSO
BIBI
Excel ServicesExcel ServicesReport CenterReport CenterDashboards/KPIsDashboards/KPIsBiz Data WPsBiz Data WPsBiz Data in ListsBiz Data in ListsSQL RS/AS Integ.SQL RS/AS Integ.
SharePoint Functional Architecture
Platform ServicesPlatform Services
StorageStorage
RepositoryRepositoryMetadataMetadataVersioningVersioningBackup/Recycle Backup/Recycle BinBinIndexing/SearchIndexing/Search
SecuritySecurity
vServer PoliciesvServer PoliciesPluggable AuthNPluggable AuthNFolder/Item Folder/Item LevelLevelRights Trimmed Rights Trimmed UIUI
ManagemeManagementnt
Admin UXAdmin UXDelegationDelegationProvisioningProvisioningMonitoringMonitoring
DeploymeDeploymentnt
MigrationMigrationConfig MgmtConfig MgmtFarm ServicesFarm ServicesFeature PolicyFeature PolicyExtranet Extranet SupportSupport
Site ModelSite Model
TemplatesTemplatesRenderingRenderingNavigationNavigationConsistent UXConsistent UX
ExtensibiliExtensibilityty
Forms/FieldsForms/FieldsOM and SOAPOM and SOAPEvent Event HandlersHandlersMigration APIsMigration APIs
Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-on Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-on
Service)Service)
Forms Services
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Microsoft Confidential
What’s New with Forms? Reach more users with efficient, robust forms
Via easy to use browser-based forms available over the Intranet, Extranet and Internet
Browser-enabled InfoPath forms, Mobile device supportOffline data connections, Better printing, Export to PDF, Rights management, New form controlsStreamline form-driven business processes
Through Web Services based connectivity with backend systemsData Connection Library
By integrating with workflow processesIntegration with property panel and Workflow tasksForms in Outlook, including Property PromotionArchiving, Information Rights Management
Rapidly design, deploy and centrally manage formsThrough intuitive and easy to use form solution design tools (Microsoft Office InfoPath 2007)
Importer/Exporter Framework, Template PartsDesign and compatibility checkerVisual Studio Tools for Office, Tools for Applications
With centralize form solution management and control over who can create and publish forms
Common dev platformActiveX, Windows Form and ASPX control
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Microsoft Confidential
Eksempel
Forbinde formular og workflow
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Streamline business processes…by connecting forms with workflows…
Publish to SharePoint libraryPublish to SharePoint library
Create InfoPath formCreate InfoPath form
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Streamline business processes…by connecting forms with workflows…
Publish to SharePoint libraryPublish to SharePoint library
Create InfoPath formCreate InfoPath form
Assign workflow to libraryAssign workflow to library
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Assign workflow to libraryAssign workflow to library
Streamline business processes…by connecting forms with workflows…
Create InfoPath formCreate InfoPath form
Publish to SharePoint libraryPublish to SharePoint library
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Managed codeManaged codeManaged codeManaged code
InfoPathInfoPath data source data source
InfoPathInfoPath data source data source
InfoPathInfoPathdesign tasksdesign tasks
InfoPathInfoPathdesign tasksdesign tasks
InfoPath viewsInfoPath viewsInfoPath viewsInfoPath views
Solution files Solution files and resourcesand resourcesSolution files Solution files and resourcesand resources
InfoPath InfoPath DesignerDesignerInfoPath InfoPath DesignerDesigner
View allat once!
Easily design forms solutions…with Microsoft Visual Studio®