Microsoft Office InfoPath 2007: SharePoint, Hosted Forms and Workflow

1. Microsoft Office InfoPath 2007: SharePoint, Hosted Forms and Workflow Carlos Mora Product Manager Unique World Software

2. Agenda • Background • InfoPath and MOSS • Deployment and Administration • New features • Workflow

3. E-forms? • Forms drive business processes • Inefficiencies and inaccurate information cause significant negative downstream effects • Forms hide the complexities of processes • Electronic information capture helps streamline the complex processes sitting behind forms • Forms are everywhere • People in your organisation are inundated by forms— expense reports, benefit statements, and so on • Forms User • A form is a form

4. Background • What was InfoPath 2003? • Rich, dynamic forms • XML\XSD based • No code required • BizTalk front-end

5. InfoPath 2007 • What’s new in InfoPath 2007? • Hosted InfoPath Forms • Design Once (and Compatibility Checker) • Office Integration

6. Why InfoPath instead of ASP.NET? • InfoPath • XML data binding • Integrated with SharePoint • Rapid Dev and Deployment • Scoped environment • ASP.NET • More code • Complete customisation

7. 2007 Microsoft Office System InfoPath forms solutions Reach more users with better forms Streamline data-driven business processes Rapidly develop and deploy form solutions Smart Client and Browser WSS, SQL, ERP, CRM…

8. InfoPath 2007 • MOSS Enterprise Includes • Portal Server • Content management services • Self calculation services • Workflow • Business data catalogue • Office Forms Server • WSS • Office Forms services (InfoPath Forms Services)

9. Business Intelligence Collaboration Forms Services Portal Office InfoPath 2007 SolutionsPart of SharePoint Investments Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite,” Outlook integration, offline docs/lists Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Platform Services Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal template, Site Directory, My Sites, social networking, privacy control BusinessProcesses Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Search Enterprise scalability, contextual relevance, rich people and business data search Integrated document management, records management, and Web content management with policies and workflow

10. Agenda • Background • InfoPath and MOSS • Deployment and Administration • New features • Workflow

11. InfoPath Designer InfoPath Client Browser Publishing, Opening, and Filling MOSS2007 Publish XSN Forms Services Replay event log ASPX Generate WSS XSN Download script anddata array DownloadXSN, XML Return updated data array Postback event log via XMLHTTP Take offline as needed

12. BusinessProcesses One form: User anywhere …with browser-based InfoPath forms Internet Explorer Firefox Designed once! Tested for: Internet Explorer, Firefox, Safari, Netscape HTML enabled mobile devices On: Windows Macintosh Linux Unix Mobile Device

13. Content Types and InfoPath Content Type Central management of content and process Publish a form template as a content type Different form templates in one library Forms share site columns Doc Lib A Doc Lib B

14. Deploying Forms to Office Server • For IWs, one step secure model • Publish from InfoPath to a SharePoint library • Scenario: Team forms, like status reports and surveys • Codeless, domain trust, data connections using DCL • May be disabled by the administrator • For Administrators, flexible process • Developer gives completed form to administrator • Administrator reviews and uploads the form template • Activation may be delegated to Site Collections • Scenario: Centrally managed forms, like expense report • Supports forms with code, full trust, data connections in the store, mobile • Managed in Central Administration Console

15. InfoPath Forms Services Administration • Form lifecycle • Server administrator is the gatekeeper of forms with code • Upgrade forms with no down time • Gracefully retire forms with “quiescing” • Any form template can be used in multiple places across the server • Site content type for each form template • Improved library integration and sharing

16. Agenda • Background • InfoPath and MOSS • Deployment and Administration • New features • Workflow

17. TestData ProductionData Data Connection ProblemTest-production migration http://test http://production

18. 7 forms=7 copies of settings Data Connection ProblemData connection sharing Moving your database means opening and modifying all 7 forms

19. Data Connection ProblemAuthentication delegation Network logon denied restricted token cannot be delegated Multi-hopDelegation:NTLM Database Server (Tier 3) SQL access viaWindows Authentication Network logon via http restricted token granted Web Front End (Tier 2) HTTP Interactive logon via the console primary Windows token granted Client computer (Tier 1)

20. TestData ProductionData Additional level of indirection means you re-test only the data connection file Data Connection SolutionTest-production migration http://test http://production

21. One data query = One connection file Data Connection SolutionData connection sharing Moving your database means opening and modifying one connection file

22. Data Connection SolutionAuthentication delegation SQL Access granted to service account Database Server (Tier 3) Anonymous access to web server Web Front End (Tier 2) HTTP Interactive logon via the console primary Windows token granted Client computer (Tier 1)

23. Data analysis and reporting • Microsoft Office SharePoint Server 2007 Report Center • Define Key Performance Indicators • Report directly on promoted data in SharePoint Document Library • Report on data in SQL Server 2005 Analysis Services

24. Agenda • Background • InfoPath and MOSS • Deployment and Administration • New features • Workflow

25. The Workflow Problem • I need • Intelligent routing of data using business rules • Both system-based and human-based processing • Solutions that can adapt to changing requirements

26. Workflow in InfoPath • For Simple Scenarios • Views, email, SharePoint • For Complex Scenarios • BizTalk, SharePoint • For Medium Scenarios • MOSS2007 (WWF), out-of-the-the-box, MOSS Designer, VS2005

27. Microsoft Office SharePoint Server Workflow – Benefits • Office client integration • Workflow experience is consistent across applications • Based on Windows Workflow Foundation • One workflow engine for Microsoft • Simple workflows available out of the box • Many workflow needs require no custom work • Fully-extensible • Custom InfoPath task forms • Workflow driven by InfoPath form contents • Managed code business logic

28. 2007 Microsoft Office System InfoPath forms solutions Reach more users with better forms Streamline data-driven business processes Rapidly develop and deploy form solutions Smart Client and Browser WSS, SQL, ERP, CRM…

29. Solutions for 2003 Carlos Mora Product Manager Unique World Software

30. Web Forms Solution for InfoPath 2003? • SharePoint Forms • www.sharepointforms.com