Microsoft Office InfoPath 2007 Development, Deployment, And Hosting For Rich And Browser Forms Jessica Gruber Consultant Microsoft Corporation

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

InfoPath 2007 Investments Reach more users with better forms Browser enabled InfoPath forms Offline data connections, New controls, Better printing Design and Compatibility Checker Intranet, Extranet, Internet Hosting forms in Windows and Web applications Automate data-driven business processes Forms in Outlook, including Property Promotion Workflow, Archiving, Information Rights Management Integration with Property Panel and Workflow Tasks Custom Task Panes, Add-Ins Rapidly develop and deploy form solutions Common dev platform (OM, Data Connection Library) Visual Studio Tools for Office, Tools for Applications Importer/Exporter Framework Template Parts, Logic Inspector Forms management

Agenda Reach more users with better forms Browser enabled InfoPath forms Offline data connections, New controls, Better printing Design and Compatibility Checker Intranet, Extranet, Internet Hosting forms in Windows and Web applications Automate data-driven business processes Forms in Outlook, including Property Promotion Workflow, Archiving, Information Rights Management Integration with Property Panel and Workflow Tasks Custom Task Panes, Add-Ins Rapidly develop and deploy form solutions Common dev platform (OM, Data Connection Library) Visual Studio Tools for Office, Tools for Applications Importer/Exporter Framework Template Parts, Logic Inspector Forms management

Template Importer

Importer/Exporter Framework Migrate existing templates and data.xyz File Format Your Importer XSN Folder (XSF, etc) InfoPath Designer Template Importer Form Template Your Importer Data Source (e.g. Paper) Filled Out Form Data Importer TemplatesData Your UI Options and progress only Any custom UI In the box Word, Excel importers None InterfaceIFormTemplateConverterIInfoPathDataImporter

Template Parts Reuse Common Sections and Logic Designer support for creating and using Central repository with auto-updates HKCU\Software\Microsoft\Office\12.0\InfoPath\Designer\IPCustomControlsFolder Supports Formatting and control properties Main data source, secondary data connections Rules, Data Validation, Conditional Formatting Formulas/Calculations Caveats No Code

Template Parts Business Logic

Logic Inspector Inspect and Debug your Form’s Logic Inherit forms and ramp up with ease Single view of all your logic Rules Formulas Data Validation Event Handlers Pivot to see side-effects and dependencies Caveats Doesn’t include Conditional Formatting Read-only

Logic Inspector Microsoft Expense

Design Once Overview One form for smart client and browser Shared Controls Business Logic Data Connections Digital Signatures Managed Code Object Model Design Checker: Smart Client-only features Some controls Filters, Roles, ADO Adapter Script, Custom Task Panes Smart Invocation Open in smart client, if available. - Links in document libraries, Web pages, , etc. Special URL parameters to force opening in browser

One Form: Use Anywhere

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

WSS WSS Publishing, Opening, And Filling In Forms RenderingValidation Execute calculations Execute rules Editing actions Validation Execute calculations Execute rules Editing actions (All using script) Download XSN, XML Publish XSN Download script and data array Office “12” servers XSN ASPX Replay event log XSN, XML loaded Business logic execution XSN, XML loaded Business logic execution Forms Capabilities Generate and render HTML (using script) Return updated data array Generate InfoPath Client Browser Postback event log via XMLHTTP InfoPath Designer Take offline as needed

Web Service Server WSS WSS Office “12” servers XSN ASPX XSN, XML loaded Business logic execution Forms Capabilities Submitting Forms Postback event log via XMLHTTP Submit Browser InfoPath Client Submit XSN, XML loaded Business logic execution

InfoPath Business Logic Most Form Development Does Not Need Code XSD, Web Service, Database Schema C# VB.NET Code Declarative RulesFormulas Data Validation Data Connections Conditional Formatting

Unified Object Model One Assembly for Smart Client and Server Fully Managed (CLR 2.0): No more PIAs System.Xml: No more MSXML Improved Development Experience Events fire once per change Input parameters: Preview with Full Trust Caveats Auto-upgrade old code, but not everything Doesn’t apply to script

Visual Studio Integration Write Code in Your Favorite IDE  Visual Studio Tools for Applications (VSTA) Out of the Box development Lowers the bar for forms with managed code Compatible with Visual Studio Tools for Office  Visual Studio Tools for Office (VSTO) Embedded designer for professional devs One IDE for all your projects: Workflow, etc Integrated toolbox, project wizard, etc Both support client/server “design-once”

Design Once With Code Design code once Use new managed OM (CLR 2.0) System.Xml. (No more MSXML) Smart client Code runs in client Data connections called from client Browser Code runs on server Data connections called from server Conditional formatting, validation, rules, calculations: – all run in browser (Ajax) Out-of-band postback Used for code, or for action that must run on server Can control when postback happens:

Design Once With Code …And Deploy To Server

Smart Client: Hosting In Windows Form Managed and unmanaged InfoPath form control Examples: Document Information Property Editor Workflow Dialogs Automate OM and events for Host/Control interaction IOLECommandTarget for full control Caveats ActiveX will not load in browsers (security) No Ink Entry, Information Rights Management

Client Integration: Hosting Infopath In Winform

Web Site Integration: 1. Launching Forms From Links Document Libraries Smart invocation Browser setting Links in Web pages or documents Additional query parameters can control behavior XsnLocation - What form to open and from where XmlLocation - What initial data to use OpenIn - Open in browser / client / either SaveLocation - Save Location for data Source - Navigate URL when form is closed ?xsnlocation =/formservertemplates/loanapplication.xsn &openin =browser

Web Site Integration: 2. Hosting Forms Aspx Pages Create custom pages containing InfoPath forms Place other chrome and controls around the form Dynamically load forms Change the data in the form Get the data from the form After the form has been submitted… Caveats ASPX page needs to run on Office “12” server where forms services are available Page uses full page postback. Form uses ‘Ajax’

Web Site Integration: Links To Forms - Hosting Forms

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