6/2/2018 3:37 PM © 2009 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.

Tech·Ed  North America 2009 6/2/2018 3:37 PM Automate Business Processes Using InfoPath Forms with Integrated SharePoint Designer Workflows... All without Coding! Kevin Coetzee Solutions Specialist Knowledge Management IS Partners OFC 205 © 2009 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.

What to Expect During This Presentation? Few Slides, Lots of Demos I will take few questions during the presentation. Hold off with remaining questions until the end, please.

Converting Word document to InfoPath Generate a workflow 2 5 Overview 1 Converting Word document to InfoPath Generate a workflow 2 5 No Programming Required Data Driven Web Forms Detailed Workflow 3 Connect form to SharePoint 4 Publish to Form Server

6/2/2018 3:37 PM SharePoint Products and Technologies Microsoft Office SharePoint Server 2007 Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, enterprise SSO Business Forms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search © 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.

Role of InfoPath Form Services “Use workflow forms to add and configure a workflow.“ “Use forms to gather information which initiates a workflow.” Browser based form that starts a process Form to interact with workflow “Use workflow forms to complete tasks or interact with a workflow.” Form to configure workflow settings “Use forms to manage document meta data and related workflow status.” Form based document information panel to manage meta data 6

Convert Microsoft Word and Excel Forms to InfoPath SharePoint Connections Convert Microsoft Word and Excel Forms to InfoPath Updates will be available at http://www.devconnections.com/updates/Orlando_08/SharePoint

Enhance InfoPath Forms Rules mini workflows Data validation example: required values, values with a certain range Data connection data can be fetched from a variety of sources

Publish Form to Forms Server

Demo Word Document to InfoPath 1 Enhance the InfoPath Document 2 3 Connect form to SharePoint

Workflow

Tools to Build SharePoint Workflow SharePoint Connections Tools to Build SharePoint Workflow Out-of-Box Workflows Updates will be available at http://www.devconnections.com/updates/LasVegas _06/SharePoint_Connections

Workflow Designer Wizard in SharePoint Designer 2007 SharePoint Connections Workflow Designer Wizard in SharePoint Designer 2007 Updates will be available at http://www.devconnections.com/updates/LasVegas _06/SharePoint_Connections 14

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

demo Creating the Workflow 6/2/2018 3:37 PM © 2007 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.

Workflow Process Start Employee Take-On Sales Resource Manager Dept Verified Which Dept? Success Email Complete Email YES IT IT Resource Manager Equipment Issued &logged NO MARKETING Marketing Resource Manager Failure Email

Word Document to InfoPath 1 Enhance the InfoPath Document Generate a workflow 2 5 No Programming Required Data Driven Web Forms Detailed Workflow 3 Connect form to SharePoint 4 Publish to Form Server

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

question & answer

Thank you! You can find free Screencast and Blog at: http://www.stickyglue.co.za Find me on Twitter: http://twitter.com/KevinCoetzee Email: KevinC@ispartners.co.za Thank you!

Related Content Required Slide Speakers, please list the Breakout Sessions, TLC Interactive Theaters and Labs that are related to your session. Any queries, please check with your Track Owner. Related Content Ask The Experts & Refreshments - Expo Hall Mon 3 Aug (16:45 - 19:30) InfoPath and InfoPath Forms Services Tips and Tricks (OFC312) Tue 4 Aug (14:30 - 15:30) Session Room A6 Office 2010 - Overview and What's New (OFC204) Wed 5 Aug (09:00 - 10:00) Session Room A2

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Resources Required Slide Speakers, www.microsoft.com/teched TechEd 2009 is not producing a DVD. Please announce that attendees can access session recordings from Tech-Ed website. These will only be available after the event. Resources Tech·Ed Africa 2009 sessions will be made available for download the week after the event from: www.tech-ed.co.za www.microsoft.com/teched International Content & Community www.microsoft.com/learning Microsoft Certification & Training Resources http://microsoft.com/technet Resources for IT Professionals http://microsoft.com/msdn Resources for Developers

Required Slide 6/2/2018 3:37 PM © 2009 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. © 2007 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.