The 2007 Microsoft Office System Servers Enterprise Content Management, Workflow and Forms Martin Parry Developer and Platform Group, Microsoft Ltd

Agenda Enterprise Content Management Schema Management Content Deployment Document Appearance Workflow Windows Workflow Foundation Declarative Designer vs. VS2005 InfoPath Form Services InfoPath Forms in your Web Pages

Schema Management Content Type Reusable set of properties Can derive from other content type Independent of list Manage at site level or at list level Site content types are available in child sites A list can use multiple content types Microsoft.SharePoint.SPContentType

Schema Management Column Defines a single property Can be defined at site level or list level Can be included in content types Can be included in lists directly Microsoft.SharePoint.SPField

Content Deployment Path Defines source, target site collections Specifies authN information for deploy Controls whether user names are deployed...and whether security info is deployed Microsoft.SharePoint.Publishing.Administration.ContentDeploymentPath

Content Deployment Job Bound to a single path Specifies sites to deploy Frequency of deployment Notifications Microsoft.SharePoint.Publishing.Administration.ContentDeploymentJob

Content Deployment Quick Deploy Job Can be enabled for any path Allows delegation of deployment...at individual page level Page authors can click “Quick Deploy” on page edit toolbar

Content Deployment Paths can only be set up between servers in the same network For more complex scenarios, write code using the SharePoint object model Sample code in MSDN library...

Page Layouts Master Page Page Layout

Page Layouts Stored in site-level catalog With master pages Design using the Sharepoint Designer

Document Conversion Custom code to transform one document type into another Potentially resource-hungry, so SharePoint schedules document converters Relies on two services: DocConversionLauncherService DocConversionLoadBalancerService Default post-processing Adds original doc’s metadata to the copy

Document Converter Regular.exe console application Must take –in, -out, -settings, -log switches Deployed as a “feature” Can convert documents to pages Need a converter that produces HTML Microsoft.SharePoint.SPFile.Convert()

Document Information Panel Doc metadata can be an afterthought DIP surfaces the metadata fields Harder to ignore Word 2007, Excel 2007, Powerpoint 2007 DIP auto-generated based on content type Extracts all columns in the content type Can use InfoPath to create a custom DIP Associated with a specific content type

Custom Document Information Panel

Workflow Business Process for all content Uses Windows Workflow Foundation Supported in WSS v3 MOSS brings built-in workflows Approval, signature collection, etc. Installed at the server level

Workflow Association Admins associate workflows with content Document Library List Content Type Default association form Name, Initiation, Roles, etc. Workflow can supply custom form

Workflow Initiation Configured at association time Start automatically on item created, changed Start manually, by specific roles Workflow can supply custom form

Workflow Status For each item, the user can see Workflows currently running Workflows that have run Workflows available to run Can see detailed reports

Workflow and Tasks Each step of a workflow is a task Appear in the site tasks list Assigned to a user or role Tasks, like all items, have a content type Can define custom forms Multiple task types per workflow When a task is completed the workflow can respond Perhaps by moving to a new step

Workflow Design SharePoint Designer 2007 Declarative, rule-based definition VS2005 Extensions for WF Visual design surface and code-behind

Designing Workflows

InfoPath Form Services MOSS 2007 or Forms Server 2007 Design form templates in InfoPath client Design checker ensures browser compatible Publish to site as Form library Content type Library admin decides whether forms appear in browser or use client app Entire page consists of one form

XmlFormView Control Embed InfoPath form in your web page Just a server control in your.aspx file Server-side code can Manipulate InfoPath form content Move data between form and other controls Pre-populate forms based on form/request parameters

InfoPath Form Services

Additional Resources Part 1 SharePoint Products and Technologies on MSDN SharePoint Products and Technologies on GotDotNet SharePoint User Group UK Links to blogs, newsgroups, etc microsoft.public.sharepoint.general microsoft.public.sharepoint.design_and_customization microsoft.public.sharepoint.development_and_programming

Additional Resources Part 2 Office Developer Center Introducing the Open XML File Formats What’s new in Word Windows Workflow Foundation

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.