OFC312 Developing Microsoft Office InfoPath 2003 Solutions: Technical Drilldown Part 2 Tudor Toma Group Program Manager Office Microsoft Corporation

Customer challenges inefficient data gathering process Custom data gathering solutions can be expensive Data is hard to reuse across business processes Addressed by InfoPath User-friendly environment for entering data Easy and rapid design of rich “forms” Built natively on top of XML InfoPath 2003 Vision “Enable information workers to easily gather and re-use information as part of a business process.”

Today’s Topics InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support Customer Scenarios

InfoPath 2003 Platform Services DesignMode SQLServer.XMLFiles XML BusinessLogic HTMLview InfoPath SampleForm XSLT Edit Mode WebServices Developer Support Data Interoperability Business Logic Editing Services Form Templates SDK

Today’s Topics InfoPath 2003 Platform Services  Form Templates Business Logic Data Interoperability Developer Support Customer Scenarios

Form Definition.XML SolutionDefinition(XSF) Views(XSLT) Schema(XSD) DefaultData(XML) Business Logic (JS, DLL) InfoPath Form Template (XSN) URL or URN

Form Template Deployment Sandboxed Cached for offline Automatically updated Sandboxing for high security URL-based Trusted Developer packages and deploys (.exe,.msi, etc.) Full system access URN-based HTTP Server Server Cached then Auto-updated Open URL Installed (MSI, EXE) Open URN.XML InfoPathInfoPath IT Admin.XSN.XSN.XML

Form Deployment Sandboxed Forms Trusted Forms demo demo

Today’s Topics InfoPath 2003 Platform Services Form Templates  Business Logic Data Interoperability Developer Support Customer Scenarios

Programmability Infrastructure OpenEditSubmitClose OnVersionUpgrade OnLoadOnSwitchViewOnBeforeChangeOnValidateOnAfterChangeOnClickOnSubmitRequest Script XDocumentlifecycle Events Eventhandlers

Data Validation Script-based: DOM Editing Events ROOT items Totals item item totalunitPrice sold Bubbling trace Updated node Xml Tree Editing events item::OnValidate() item::OnAfterChange() item::OnBeforeChange() DataDOM Event Site = item Source = sold Operation = Update OldValueNewValueReportErrorReturnStatusReturnMessage

InfoPath 2003 OM Diagram WindowsXDocuments XDocument Application View Window DataObjects Errors Solution TaskPanes CommandBars MailEnvelope Application lifecycle XDocument lifecycle

Today’s Topics InfoPath 2003 Platform Services Form Templates Business Logic  Data Interoperability Developer Support Customer Scenarios

Oracle, DB2, … SAP, PeopleSoft, Siebel,… Data Interoperability InfoPath BizTalk IIS SQL WSS* XML HTTP SOAP WSDL UDDI.XML SQLServerAccess XML Submit WSS (ADO) Submit Save Send

Data Interoperability Data Aggregation Send as Front-end to and existing database demo demo

Secondary Data Sources XSL-T Secondary DOM XML Primary DOM Database XSL/T XSL/T

Web Services Integration Scenarios Design a InfoPath form as a front end to a Web Service Bind a control in an InfoPath form to lookup data from a Web Service call Design mode support UDDI-based search for Web Services Generate schema based on selected Web Service call Runtime support Automatically generate SOAP calls for getting/submitting data Limited OM access to Web Service call parameters Customizable submit for advanced scenarios

Secondary Data Sources Using a data source for dropdown Scripting to secondary data sources in the business logic demo demo

Today’s Topics InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability  Developer Support Customer Scenarios

Developer Support SDK samples Hello samples (on the beta CD) Data validation Events Context-driven editing Other resources InfoPath Developers Center Web site More End2End samples Simple support tools Whitepapers, best practices, how-tos, … End2End samples CLR ADO connection (SQL Server) Data submission Hello WebService Lookup info

Today’s Topics InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support  Customer Scenarios

Scenarios – Team Collaboration Features Initiated and owned by a team Built by an information worker (no IT support) Layout-driven schema definition Uses a SharePoint form library Examples: Status report Customer visits Design Change Requests (DCR) Value-add Easy to build ad-hoc data solutions for team Simple deployment and updates Search and aggregation of documents Ad-hoc collaboration in

Scenarios – Department IT Features Initiated and owned by a team Built by team developers using IT services Data is stored in a database (SQL Server) Schema definition comes from the database Uses look-up data and simple workflow Calls IT services for user identity, cost center (uddi) Examples: Bug reporting Marketing research Asset tracking Value-add Access to enterprise data in the form Better data processing Make team data available to the enterprise

Scenarios – IT Applications Features Initiated, developed and owned by IT Data is stored and processed by backend systems Use enterprise or industry schemas Rich forms: multiple views, business logic, user identity Examples: Purchase order Benefits forms Suppliers survey Health insurance claims Value-add Connect users with end-to-end enterprise solution Exchange data with external partners Upload valid data into enterprise back-ends Works offline and offloads enterprise servers

Today’s Topics InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support Customer Scenarios

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

Suggested Reading And Resources The tools you need to put technology to work! TITLE Available Microsoft® Office 2003 Resource Kit: /24/03 Microsoft Press books are 20% off at the TechEd Bookstore Also buy any TWO Microsoft Press books and get a FREE T-Shirt

evaluations evaluations

Appendix… Appendix…

Office 11 Is the Premier “Smart Client” for XML Web Services Data Analysis  Tabular, largely numerical data for calculations and analysis  Data best presented in a grid Content Authoring  Large areas of text or mixed content  Flexible layout and formatting with XML markup Reporting & Storing  Numerical or textual fields  Relational tables in databases Information Gathering  Highly structured, grouped information  Form-like with few paragraphs of formatted text AccessExcel WordInfoPathFrontPage Data Driven Web Sites  Tabular or hierarchical data inserted into web pages  Expanded data reach

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