An Introduction to SharePoint Applications using InfoPath 2010 Bojana Duke InfoPath Program Manager Bojana.Duke@microsoft.com Title screen you can use if you want to include photos/titles for both presenters.

Data Quality “[Companies] are losing more than $8 million annually because of data quality issues. … other organizations [when] observed provide evidence that the actual magnitude of the problem is typically far greater (often by orders of magnitude) than is perceived by business and IT leaders.” Ted Friedman, Gartner Vice President ”Organizations Perceive Significant Cost Impact From Data Quality” August, 2009

Agenda Brief Introduction Of InfoPath 2010 demo ③ - Office Business Application demo ② - Creating Mashups with Form Web Parts demo ① - Customizing SharePoint List Forms Brief Introduction Of InfoPath 2010

What is InfoPath? Visual Layout Form Logic Data Connection Form Designer & Filler Browser and Client forms Visual Layout Form Logic Data Connection

What is InfoPath? Form Designer & Filler Forms for SharePoint Browser and Client forms with form logic & data connectivity Forms for SharePoint Lists, External Lists, Form Libraries & Workflow forms Forms integrated into Office SharePoint Workspace, Outlook, Word, PowerPoint, Excel

Agenda Brief Introduction Of InfoPath 2010 demo ③ - Office Business Application demo ② - Creating Mashups with Form Web Parts demo ① - Customizing SharePoint List Forms Brief Introduction Of InfoPath 2010

Recruiting Signup E-mail with Links to: SharePoint List with Information Workers Signup E-mail with Links to: SharePoint List with Universities SharePoint List with Recruiting Trips

Customizing SharePoint List Forms 4/1/2017 8:30 AM Customizing SharePoint List Forms demo ① Targeting IWs; even regular people can find it useful Receive Outlook mail requesting sign-up for college recruiting event Navigate to event list Open simple SharePoint form, flag some pain-points (lacking context) Very BASIC design of List Form with InfoPath Autogened form Discipline validation No sign-up when there's already an interviewer (Gray-out people-picker & discipline and add comment that trip's booked) No indication of trip in the past Publish form to SharePoint Go back to Outlook E-mail Open list in browser Open new InfoPath form and show how logic kicks-in More ADVANCED design of List Form with InfoPath Lookup to school Bring in school information Show/hide Refresh form in browser Open form in Groove © 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.

① Customizing SharePoint List Forms Created By Information Worker becoming “heroes in a day” Employees solving own problems, freeing up IT How Layout forms in InfoPath using pre-built tables Use out-of-box rules and Rules Manager to add conditional formatting, data validation and show & hide sections Bring in data from SharePoint Lists Take lists offline in SharePoint Workspace Examples Project Contact List Project Issue Tracking List Feedback Form Event Sign-up Equipment Check-out Requests

Agenda Brief Introduction Of InfoPath 2010 demo ③ - Office Business Application demo ② - Creating Mashups with Form Web Parts demo ① - Customizing SharePoint List Forms Brief Introduction Of InfoPath 2010

Recruiting – Part 2 Signup E-mail with Link to SharePoint Portal with Recruiting Trips & University Details Information Workers

Creating Mashups with Form Web Parts 4/1/2017 8:30 AM Creating Mashups with Form Web Parts demo ② Targeting IWs; even regular people can find it useful Receive Outlook mail requesting sign-up for college recruiting event Navigate to event list Open simple SharePoint form, flag some pain-points (lacking context) Very BASIC design of List Form with InfoPath Autogened form Discipline validation No sign-up when there's already an interviewer (Gray-out people-picker & discipline and add comment that trip's booked) No indication of trip in the past Publish form to SharePoint Go back to Outlook E-mail Open list in browser Open new InfoPath form and show how logic kicks-in More ADVANCED design of List Form with InfoPath Lookup to school Bring in school information Show/hide Refresh form in browser Open form in Groove © 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.

② Creating Mashups with Form Web Parts Created By Information Workers & IT How Customize form in InfoPath Design Web Part page in browser or SharePoint Designer Connect to Excel, Silverlight, List or other InfoPath Web Parts Package Web Part pages as reusable templates (WSPs) Bring in data using REST Web Services Examples Mortgage Calculator (with Excel) Master-detail (with List)

Agenda Brief Introduction Of InfoPath 2010 demo ③ - Office Business Application demo ② - Creating Mashups with Form Web Parts demo ① - Customizing SharePoint List Forms Brief Introduction Of InfoPath 2010

Office Business Application: Procurement 4/1/2017 8:30 AM Office Business Application: Procurement demo ③ Targeting IWs; even regular people can find it useful Receive Outlook mail requesting sign-up for college recruiting event Navigate to event list Open simple SharePoint form, flag some pain-points (lacking context) Very BASIC design of List Form with InfoPath Autogened form Discipline validation No sign-up when there's already an interviewer (Gray-out people-picker & discipline and add comment that trip's booked) No indication of trip in the past Publish form to SharePoint Go back to Outlook E-mail Open list in browser Open new InfoPath form and show how logic kicks-in More ADVANCED design of List Form with InfoPath Lookup to school Bring in school information Show/hide Refresh form in browser Open form in Groove © 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.

③ Office Business Applications Created By Business process owner, IT or ISVs How Manage application in SharePoint Designer Use Web Part pages & SharePoint UI for app experience Store data in libraries and lists Get external data with Business Connectivity Services Customize forms in InfoPath Add sandboxed or full trust code Design workflows to drive process Package applications as reusable templates (WSPs) Examples Accounting – Procurement, Expense Reports, Sales Tracking Sales – Service Requests, Order Forms Manufacturing – Quality Control, Inventory Tracking IT – Helpdesk HR – Employee Onboarding, Career Management, Benefits Sites Communities Composites Insights Content Search

Forms Drive Business Can you guess the sentence? Goal: Interrupt them from blackberrying and set context to forms Question: Answer: Demo / cool app Gambling Form Cool forms that integrate well into SharePoint: 1040 … not comment on it so I won’t get audited Approval & Order Procurement & University Contact Form at then end (well-designed form) Show them a ton of forms: friendly forms… We bring forms to SharePoint?

FROM TO InfoPath Drives Business Designing Office Business Applications Customizing SharePoint List Forms within Minutes FROM TO

Q & A

InfoPath - Forms for SharePoint & Office Building applications using Office Spectrum of applications - from customizing SharePoint list forms to building Office Business Applications Beyond paper - secure, interactive, workflow-enabled applications Complete application lifecycle - design, package and reuse Web & Office client applications - in browsers and offline in SharePoint Workspace, InfoPath Filler or Outlook Within reach of everybody Rapid design - interactive, visually appealing forms with business logic connected to external system “Fluent” User Experience - Easy to use InfoPath Designer and Filler. Browser forms with SharePoint UI Pictures: spectrum / feather Business logic: codeless rules & managed code behind form Add icons for each of these 6 bullets

Agenda Brief Introduction Of InfoPath 2010 demo ③ - Office Business Application demo ② - Creating Mashups with Form Web Parts demo ① - Customizing SharePoint List Forms Brief Introduction Of InfoPath 2010

Improved Digital Signatures Signature Line Control Digital signatures with Cryptography Next Generation Digital signatures with trusted third party time-stamps Section signing for Signature Line Control: the SLC is more often used for full form signing. Note that this is client only. The thing we really might want to call out here is the image-only signing for EA digital signatures. Digital Signatures Signature Line Control Sign forms using digital signature image stamps. InfoPath Filler 2010 compatible control. Digital signatures with Cryptography Next Generation Enhance security by digitally signing forms with next generation algorithms and certificates. Supported Certificates: RSA, DSA, and ECC Supported Hash Algorithms: SHA-1, SHA-256, SHA-384, and SHA-512 CNG signing is supported in InfoPath Filler 2010. CNG signature validation is supported in both InfoPath Filler 2010 and SharePoint 2010. Digital signatures with trusted third party time-stamps Use a time-stamp authority to extend digital signature lifetime and enrich non-repudiation data. RFC 3161 Time-Stamp Protocol XAdES InfoPath Filler 2010 compatible feature. Data Connectivity REST Talk about data connections to SharePoint, SOAP, databases, DCL, etc. Improved Digital Signatures

New Browser Forms Functionality New Controls: People Picker Rich Text Combo Box, Multiple-Selection List Box, Bulleted List, Numbered List, Plain List Picture Button, Picture Hyperlink, File Attachment Sandboxed Solutions Filtering REST Web Service Controls/Functionality People Picker, Entity picker, Taxonomy picker, Picture button, Bulleted List, Numbered List, Plain List, Multiple-Selection List Box, Combo Box, Picture, Choice Group, Choice Section REST: we have added REST APIs to SharePoint and these APIs are powered by/based on ADO.NET Data Services" “Sandboxed solutions”: ‘publish forms with code without being a SharePoint Farm administrator!”

Browser Forms Performance Configuration: 4 Web Frontends 1 Backend Passport Application Base Form requires two requests # Requests per Second for Base form = 1200 # of Base Forms per Second = 600 # of Base Forms per Hour = 2.1 M “Sandboxed solutions” – might be ok just to say ‘publish forms with code without being a SharePoint Farm administrator!” (and security sandbox aside) Performance Config: 4 WFE & 1 Backend (State Service / Config DB / Content DB) Scenario: Entering data Submit All without wait time 1 interim data validation & 1 submit postback Refer to Perf Talk

Browser Forms are Standards Compliant XHTML 1.0 and strict CSS Web Content Accessibility Guidelines (WCAG) 2.0 AA Web Accessibility Initiative - Accessible Rich Internet Applications (WAI-ARIA) SCOM – mention that we will ship rules and monitors in the SharePoint Server management pack for SCOM 2007.

Forms Services Administration Seamless Integration into SharePoint Admin Experience Windows PowerShell Backup, Restore and Upgrade SharePoint Maintenance Manager (SPMM) Rules - Rules and Monitors SCOM – mention that we will ship rules and monitors in the SharePoint Server management pack for SCOM 2007.