William Cornwill SharePoint Technical Specialist Microsoft Australia Microsoft Office System SharePoint 2007 Customising the Document Information Panel and integrating with SharePoint

What we will cover Motivation for the Document Information Panel What is the Document Information Panel? Demonstration Tips Resources Questions

Motivation for the Document Information Panel Metadata is important, but it must be entered according to business rules to be of value Need better end-user experience around Microsoft Office system metadata solutions Need better extensibility and maintainability Hard to reuse metadata in document

What is the Document Information Panel? A feature of Microsoft Office Word, Microsoft Office Excel and Microsoft Office PowerPoint Provide a facility for users to enter metadata Document properties Dublin Core compliant SharePoint properties

Capturing Rich Metadata Define required metadata in content type definition Customizable Document Information panel based on InfoPath technology Capture meta data as part of authoring process

Document Library Policies Content Type Rights Management Rights Management Metadata Content Columns Metadata Content Columns Workflow Content Types

demodemo Customising the Document Information Panel and integrating with SharePoint

TipsTips The Document Information Panel is created using InfoPath Almost all standalone InfoPath constructs supported – no inking, some object model Publish custom Document Information Panel to same domain as documents No x-domain data connections, unless fully trusted Site Content Types for re-use

ResourcesResources SharePoint Team Blog InfoPath Team Blog CodeJedi

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