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Chris Beckett | SharePoint Technology Specialist (206) 965-8257 | 965-8257 | |

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Presentation on theme: "Chris Beckett | SharePoint Technology Specialist (206) 965-8257 | 965-8257 | |"— Presentation transcript:

1 Chris Beckett | SharePoint Technology Specialist (206) 965-8257 | 965-8257 | |

2 2 2Agenda 1. Forms Services Overview 2. Demo – Publishing and Viewing a Simple Form with Form Services 3. Differences between InfoPath Rich and Web Forms 4. Advantages of Data Connections 5. Demo – Using a Data Connection Library 6. InfoPath Security Modes and Publishing Alternatives 7. Demo – Farm Data Connection Library / Administrator-Approved Form 8. InfoPath Forms Services Query Parameters 9. Demo – Using Custom Query Parameters with VSTO 10. Mobile Forms 11. Demo – Viewing a Mobile Form 12. Resources 13. Q&A

3 3 3 InfoPath Forms Services Overview The InfoPath Forms Services technology is available in the Microsoft Office SharePoint Server 2007 Enterprise CAL and also, separately, in Microsoft Office Forms Server 2007. Allows rendering InfoPath Forms in a Browser InfoPath client is not required to be installed on the client machine Cross-Browser support for IE, Safari, Firefox

4 4 4 Demo – Publishing a Form An introduction to publishing InfoPath forms for display in InfoPath Form Services: 1. Open Sample Template 2. Set Compatibility for Browser 3. Set Forms Options 4. Save Locally 5. Publish to SharePoint (Create New Library) 6. Update Library to display in browser 7. Demonstrate form displaying in browser

5 5 5 InfoPath Client vs. Forms Services Controls that work with Forms Services: Text Box Rich Text Box (Partial) List Box Drop-Down List Box Date Picker Check Box Option Button Button Section Optional Section Repeating Section Repeating Table File Attachment Hyperlink Expression Box Controls that require InfoPath client: ActiveX Control Bulleted List Control Choice Group / Section Combo Box Horizontal Region / Repeating Table Ink Picture Control Master/Detail Control Multiple-Selection List Box Numbered List Control Picture Control Plain List Control Repeating Choice Group Repeating Recursive Section Scrolling Region Vertical Label

6 6 6 InfoPath Features not supported by Forms Filters Submitting data to a database Submitting ADO.NET Change Dataset Alerts that display dialog boxes Rules to open a new form Digitally signing entire form XSL customizations with xd:preserve Data Connections across site collections Custom code to save forms Custom code to merge data Legacy Code using InfoPath.SemiTrust User Roles / Current User Role Placeholder Text in Controls Custom Task Panes Prompting users to save changes when closing a form Rules to display a dialog box Protected Views Word-Based Print Views Undo / Redo Check Spelling AutoComplete Information Rights Management Send to Mail Recipient Merge Forms Export to Excel COM Add-Ins There are also differences between what classes and members of the Microsoft.Office.Infopath namespace can be used with Forms Services

7 7 7 Data Connections Xml file in the Universal Data Connection V2 Format Abstracts connection details from the InfoPath Form Saved to a special library called a “Data Connection Library” Can be deployed at a site, or farm-level Allows browser-based forms to access Web Services securely, even across domains (with configuration) Allows submitting forms across Site Collections and Web Applications Configuration managed from Central Administration under Application Settings

8 8 8 Demo – Data Connection Libraries Using data connection libraries to improve the portability of InfoPath Forms: 1. Create a custom list to hold Trip Class options 2. Add a receive data connection to the new list 3. Create a Data Connection Library 4. Create a UDCv2 file pointing to the Trip Class list. Upload to the data connection library. 5. Add a receive data connection to the new UDC in the data connection library. 6. Review form manifest to demonstrate that data connections do not hard-code connection information into the form. 7. Republish the form as a Content Type 8. Create new form library and add new content type 9. Display the form and demonstrate data being retrieved through data connection library

9 9 9 Form Security Modes USER FORMS / DOMAIN-TRUST Forms published directly to SharePoint Form Libraries or Content Types Forms that use Site Collection Data Connection Libraries Local to site collection – if published to another site collection completely independent copy (hard to manage changes) ADMIN-APPROVED / FULL-TRUST Forms with code-behind Forms that use Data Connections from Central Administration Can be used in multiple site collections and web applications Single place to make changes Additional overhead to publishing process

10 10 Demo – Full Trust Forms Use a Farm-Level data connection library with an Administrator-Approved Form: 1. Open Central Administration and upload UDC file to Farm Data Connection Library 2. Add a receive data connection to the new UDC in the data connection library – specify “Centrally Managed connection library” 3. Republish the form as an Administrator- Approved Form 4. Open Central Administration and upload form template. Publish to demo site collection. 5. Open demo site and display published form template and new auto-generated content type.

11 11 Invoking Forms by URL URL that references a form template (*.xsn) or form file (*.xml) URL that references the built-in FormServer.aspx Web Page Custom Page containing the XmlFormView control http://ServerName/sites/SiteCollection/FormLibrary/Form1.xml?OpenIn=Browser http://ServerName/sites/SiteCollection/_layouts/FormServer.aspx?XmlLocation=~sitecollection/FormLibrary/Form1.xml http://ServerName/sites/SiteCollection/FormLibrary/Forms/template.xsn?NoRedirect=true Parameter Name DescriptionAllowed Values XmlLocationUsed to open an existing form. The XmlLocation and XsnLocation properties are mutually exclusive; specifying values for both parameters will result in an error. A valid url to a form file (.xml) in the same site collection. XsnLocationUsed to open a new form based on a form template.A valid URL to a form template file (.xsn) published on the same site collection. OpenInUsed to specify how the form will be rendered.Browser | Client |PreferClient | Mobile SourceThe location to which the user will be redirected when the form is closed. The URL must be in the same site collection or an error will be returned. A valid URL in the same site collection as the form. OptionsDisableSave is the only allowed value. It hides the Save and Save As buttons and disables saving the form when it is rendered in the browser. DisableSave SaveLocationA Save As dialog box is displayed prompting the user for a filename, and then it is saved in the specified folder. An error is returned if the specified folder does not exist. Any valid folder location on the site collection. NoRedirectDoes not redirect to FormServer.aspx for client detection or rendering in the browser. Default value is false. If true and an XmlLocation or XsnLocation is specified, a File Download dialog is displayed when using Internet Explorer. False (default) or True

12 12 Passing Parameters to Forms Passes any additional query parameters not recognized by InfoPath Forms Services to browser form as Input Parameters in the Form Loading event. http://server/sites/team/forms/DeptReport.xsn?Dept=Accounting http://server/sites/team/forms/DeptReport.xsn?Dept=Accounting Reading Input Parameters for Form Opened with URL public void FormEvents_Loading(object sender, LoadingEventArgs e) { string purpose = e.InputParameters[“Purpose"]; XPathNavigator xmlNav = CreateNavigator(); xmlNav.SelectSingleNode("/my:travelRequest/my:purpose“, NamespaceManager).SetValue(purpose); } Reading Input Parameters for Form Opened in XmlFormView WebPart public void FormEvents_Loading(object sender, LoadingEventArgs e) { string param = HttpContext.Current.Request.Params[“myParam"]; … } Query parameters allow InfoPath to be invoked from links, the Business Data Catalog, a DataFormView on a custom SharePoint Designer page, etc.

13 13 Demo – Forms Services Query Parameters Demonstrate supported and custom query parameters for InfoPath Web Forms: 1. Open the demo site and browse to Form Templates 2. Display the form template using Form Services Query Parameters …\TravelRequest.xsn?OpenIn=Browser 3. Switch to the InfoPath Form 4. Open VSTO by selecting Tools > Programming > Loading Event from InfoPath 5. Add code to copy the “Purpose” parameter to the Business Purpose field 6. Republish the form as an Administrator- Approved Form 7. Open the demo site and create a new form. 8. Update the URL to add our new custom query parameter and refresh the browser 9. Display how the query parameter became the value for the form field

14 14 Mobile Forms Mobile Form Design Differences ASP.NET Controls replaced with ASP.NET Mobile Controls HTML Tables and CSS not supported by some mobile browsers – visual fidelity is not guaranteed Mobile representation rendered during publishing – may look different on different devices Only support a sub-set of browser controls: Text Box List Box Check Box Drop-Down List Box Repeating Section Expression Box Date Picker Buttons Recommendations Used buttons and multiple views to organize controls for small screens Use only supported controls to minimize rendering inconsistencies Minimize dynamic data queries that require round-trips to the server

15 15 Demo – Mobile Forms Demonstrate rendering a form in a mobile device: 1. Start the Windows Mobile 6 Emulator 2. Start Pocket IE 3. Browse to demo site mobile view 4. Open the “BreakfastParis” file 5. Demonstrate the form rendering in a mobile device

16 16 Forms Services Configuration Located in Central Administration > Applications > InfoPath Forms Services Allows configuration of farm settings for Forms Services Can be used to enforce secure policies around form connections to data, etc Session State Size – Large File Upload support Should publishing browser forms be restricted to Administrators? Does access to data sources need to be secure? Is cross-domain access to data allowed?

17 17 Resources Microsoft Office Forms Server 2007 SDK InfoPath Forms Server 2007 – An Essential Guide! TechNet Office System Tech Center – Microsoft Office Forms Server 2007 Planning and architecture, deployment, and operations for Office Forms Server 2007 (Downloadable Book) Office Online - Microsoft Office Forms Server 2007 Office Developer Center – InfoPath 2007 Resource Center MSDN VSTO – InfoPath Developer Reference for Managed Code InfoPath Team Blog InfoPath Forms Services 2007 Web Testing Toolkit

18 Contact me to discuss your next project : | | (206) Questions and Answers Tonight’s Topics: Forms Services Overview InfoPath Client vs. Forms Services Custom Web Services Integration Advantages of Data Connections InfoPath Trust Model Form Publishing Options Admin-Approved Forms Invoking Form Services by URL Passing Parameters Code-Behind with VSTO Mobile Forms Email me to get a copy of this slide deck

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