InfoPath Foundations Peter Williams, Ibitec AB

Agenda What are Forms? Form Scenarios Fundamentals Enter InfoPath Alternatives Use Forms InfoPath Enterprise Architecture InfoPath in an Enterprise SharePoint BizTalk Word, Excel, Outlook Windows Forms and Web Forms Windows Workflow Foundation (WF)

Form Scenario – Expense report Employee Excel Printer Clerk LOB UILOB Form LOB Traditional Approach Form Approach

Expense Report DEMO

Form Scenarios Clinical Documents Time reports Income-tax return form Status reports Invoice Request Project plan Purchase Order Approval workflow interaction Business document properties

Form fundamentals Collect/submit information Structured data Rich user interface Integrate with other applications

Form fundamentals Form generator Templates vs forms XML as Lingua Franca Form Generator XML Forms Template Executed Form

Enter InfoPath! Part of Office family Design Once ->Rich client and web front end Offline Support Rapid template development Follows.NET paradigm Integrates with any application

InfoPath Alternatives Word Smart documents Excel Access Windows Forms Web Forms

Using InfoPath Rich Client Advanced Controls Rich text Master details Attachments Repeating controls Spell checking Views Undo and Redo

Using InfoPath InfoPath is both Designer and Editor Declarative Business logic Data Validation Custom formatting Calculations Rules and actions UI Extensibility Task panes Menus Toolbars

Using InfoPath DEMO

InfoPath Enterprise Architecture BizTalk Server SharePoint Server Web Services SQL Server Excel Access Outlook Word Browsers Web Forms Windows Workflow Foundation Windows Forms

InfoPath Enterprise Architecture Microsoft Word Integration Points Import Export Property panel Excel Same as Word Microsoft Outlook Integration Points Data Connection Deployment

Integration with Word DEMO

InfoPath Enterprise Architecture Databases Integration Points Query Submit Web Services Endless integration possibilities Integration Points Query Submit

InfoPath Enterprise Architecture SharePoint Server A platform of services and solutions Integration Points Form Library Forms Server Workflow configuration and interaction

Browser enabled forms DEMO

InfoPath Enterprise Architecture BizTalk Fundamentals Messaging Orchestration Information Worker Services Exchange/Outlook analogy Integration Points Feed BizTalk ports with XML Configure BizTalk

InfoPath Enterprise Architecture Windows Workflow Foundation Common Workflow Technology Workflows, Activities and Hosts Integration Points Configure Interact

InfoPath Enterprise Architecture Windows Forms Rich client executables Integration Points Hosting Interact Web Forms Web Development Framework Integration Points Hosting Linking

InfoPath Enterprise Architecture Web Browser IE, Safari, Netscape, Mozilla Support for Mobile Devices Integration Points Display forms Send parameters to forms

Integration with Windows Forms DEMO

InfoPath Enterprise Architecture Deployment Forms Server Network share SharePoint Library Local install Development InfoPath Client Visual Studio

Take Aways Forms tenets InfoPath Power Integration in an Enterprise

Resources InfoPath Home Page Related Session InfoPath Development

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