1. The 2007 Microsoft Office System Servers Enterprise Content Management, Workflow and Forms Martin Parry Developer and Platform Group, Microsoft Ltd martin.parry@microsoft.com http://martinparry.com

2. 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

4. 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

5. 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

6. 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

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

8. 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

9. 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... http://msdn2.microsoft.com/en-us/library/ms496233.aspx

10. Page Layouts Master Page Page Layout

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

12. 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

13. 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()

14. 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

15. Custom Document Information Panel

16. 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

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

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

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

20. 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

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

22. Designing Workflows

23. 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

24. 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

25. InfoPath Form Services

26. Additional Resources Part 1 SharePoint Products and Technologies on MSDN http://msdn.microsoft.com/sharepoint http://msdn.microsoft.com/office/server/moss SharePoint Products and Technologies on GotDotNet http://gotdotnet.com/team/sharepoint SharePoint User Group UK http://suguk.org Links to blogs, newsgroups, etc. http://blogs.msdn.com/sharepoint http://www.officezealot.com http://www.sharepointblogs.com microsoft.public.sharepoint.general microsoft.public.sharepoint.design_and_customization microsoft.public.sharepoint.development_and_programming

27. Additional Resources Part 2 Office Developer Center http://msdn.microsoft.com/office Introducing the Open XML File Formats http://msdn2.microsoft.com/en-us/library/ms406049.aspx What’s new in Word 2007 http://msdn2.microsoft.com/en-us/library/ms406055.aspx Windows Workflow Foundation http://wf.netfx3.com

28. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.