Integrating Microsoft Office InfoPath 2007 Forms into Workflow Solutions and Business Processes

1. Integrating Microsoft Office InfoPath 2007 Forms into Workflow Solutions and Business Processes Andy Cheung ISV Developer Evangelist Microsoft Hong Kong

2. Agenda Building workflow solutions with InfoPath 2007 Connecting InfoPath to enterprise data Analyzing data and reporting on results

3. HK .NET User Group Gathering • Microsoft MVPs will share with you: • Their insights on a developer’s career path • The challenges they faced over the years as developers • Microsoft certification and its recognition in the industry • Developers’ life in other countries Come and join us! Learn more about the Microsoft MVP Program:http://www.microsoft.com/hk/community/MVP_Awardees.mspx

4. 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

5. Workflow in InfoPath For simple scenarios Implement role-specific form behavior User roles feature Declarative rules feature Multiple views Route based on form state Submit to e-mail Submit to Microsoft SharePoint Declarative rules to submit conditionally

6. Workflow in InfoPathFor complex scenarios Centralize user interaction on SharePoint One-stop shop for enterprise forms Filtered views show only forms I need to act on Scale up with BizTalk Server 2006 Powerful system-based workflow SharePoint adapter simplifies entry/exit to workflow

7. Workflow in InfoPathFor medium-complexity scenarios Use workflow in Microsoft Office SharePoint Server 2007 Simple-to use out-of-the-box human-based workflow Highly extensible using Microsoft Office SharePoint Designer 2007 Fully extensible using Visual Studio Tools for the Microsoft Office System Related talk Developing Workflows for the 2007 Microsoft Office System and Windows SharePoint Services (Adam Calderon) Friday, June 16 1:00 PM - 2:15 PM  Room: 109 AB New

8. 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

9. Building Workflow with InfoPath and SharePoint Designer 2007 John Peltonen3Sharp, LLC

10. Permit Application Summary Browser-enabled InfoPath form hosted in a custom ASPX page Custom workflow created in SharePoint Designer Routing includes browser-enabled view for mobile devices Final workflow step produces an archival view of the form Analysis of data using Report Center KPIs

11. Permit Application Enabling technologies Browser-enabled form template Mobile devices get alternate rendering Workflow driven by column values Two-way promotion / demotion of properties promoted from form Workflow task forms are InfoPath forms Custom workflow can include complex forms Form conversion for archiving Generate fixed format (EMF, PNG, TIFF, + extensible) manually or by policy

12. Permit ApplicationMore workflow - enabling technologies Information Rights Management (IRM) Protect forms OR form templates in InfoPath Protect any Office document in Microsoft Office SharePoint 2007 document libraries InfoPath honors IRM protections set on the library InfoPath honors IRM protections set in Outlook 2007 Digital Signatures Sign, co-sign, and counter-sign in InfoPath Sign in Web browsers using Internet Explorer Interact with signatures using managed code OM interaction available in InfoPath only

13. Data Connections Solving common problems with the Data connection Library

14. Data Connection ProblemTest-production migration TestData ProductionData Open form in designer Change data connection endpoints Deploy to production environment Re-test form http://test http://production

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

16. Data Connection ProblemAuthentication delegation Network logon denied restricted token cannot be delegated Browser forms introduce additional complexity Multi-hopDelegation:NTLM Database Server (Tier 3) SQL access viaWindow Authentication Network logon via http restricted token granted Requires additional work to overcome auth barriers securely Web Front End (Tier 2) HTTP Interactive logon via the console primary windows token granted Client computer (Tier 1)

17. Data Connection Libraries John Peltonen3Sharp, LLC

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

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

20. Data Connection SolutionAuthentication delegation SQL Access granted to service account Data connection file contains Office Single Sign-on ID Database Server (Tier 3) Anonymous access to web server Specifies use of Web service proxy Web Front End (Tier 2) HTTP Interactive logon via the console primary windows token granted Client computer (Tier 1)

21. Data Connection LibrariesSecurity and data connection control User form templates Site collection admin controls UDC files Farm admin controls policy Cross-domain connections Server-specific, embedded SQL and WS Proxy auth Admin-approved form templates Farm admin controls UDC files Cross-domain connections always allowed Server-specific, WS proxy and SQL auth always allowed

22. How do I… Integrate with Business Data Catalog InfoPath forms as custom action Enables “write-back” scenario Use InfoPath with Excel services Excel server web services Calculations and data validation

23. How do I… Use InfoPath with SQL Server 2005 Store and search strongly-typed XML data Send / receive data via Web services Use InfoPath with Windows communication foundation Exposed via WSDL / SOAP Caveats: No header extensibility in this release

24. 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 Related talks Functionality in Microsoft Office SharePoint 2007 for Business Intellligence SQL Server 2005 Reporting Services: Advanced Report Design The 2007 Microsoft Office System: SharePoint and SQL Server 2005 Reporting Services Integration Explained

25. NEWMicrosoft Technical Support Newsgroup http://www.microsoft.com/hk/newsgroup • FREE! • Supported by Microsoft Technicians • Guaranteed reply within 48 business hours • Supported products • Visual Studio • Microsoft Exchange Server • Microsoft SQL Server • Management Server • Windows Server 2003

26. Resources

27. © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.