D301 Building solutions with the Project Data Service David Solomon InfoPath ADC Microsoft Corporation

Agenda Abstract of InfoPath + WSS + Project Server system Demo Discuss InfoPath specifics Summary

Why InfoPath … Rich Office editing experience Spell check, rich UI, validation, … Native XML support for data connectivity InfoPath forms are XML files that can be submitted to databases or web services Rich Office editing experience Spell check, rich UI, validation, … Native XML support for data connectivity InfoPath forms are XML files that can be submitted to databases or web services

Why InfoPath + Project Server? Projects can created without using Project Pro. Combine requirements gathering + Project creation Leverage investments in Office System Extend data gathering for projects beyond PM’s. Enable intuitive project creation through electronic forms.

InfoPath, WSS & Project Server 2003 This solution uses InfoPath 2003, Windows Sharepoint Services and Project Server 2003 to create a simplified process for initiating a project. This solution has been updated to highlight capabilities of InfoPath and rich client-side validation in order to prevent “round-tripping” to the Project Server to validate our project initiation document.

Line of Business Systems Microsoft Office EPM Architecture

Solution Architecture XML HTTP SOAP WSDL UDDI PDS Web Service designed for RPC/Literal SOAP WSDL

Project Server 2003, InfoPath And Web Services

Key Points Post forms on SharePoint Approval process is “mini-workflow” Submit forms to the PDS web service Involve the end user in InfoPath form design

Summary And Takeaways InfoPath = rich editing environment for end users. Projects can created without using Project Pro. Leverage investments in Office System Extend data gathering for projects beyond PM’s. Enable intuitive project creation through electronic forms.

Developer Resources General product information Preview internal download Internal download: \\infopath\public\preview Hands-on-labs: \\infopath\public\preview\training MSDN InfoPath Developers Center Developers Resources DVD (msmarket) InfoPath SDK, Training, Solutions Internal adoption program (3/1) Internal discussion alias InfoPath Talk (Ipathtalk) InfoPath Newsgroup microsoft.public.InfoPath

InfoPath SP1 Enhancements Forms development New controls: Master/Detail, File Attachment, Recursive Sections and Choice ActiveX controls Better schema support, schema changes Printing : page breaks, margins, print settings Script-less business logic: rules, calculations Secondary DOMs, data adaptors for and SharePoint lists ADO datasets and round tripping of data changes Workflow using HWS (human workflow services), roles deployment, auto-update of trusted solutions Forms editing Easy management, categories, one-click updates Digital signatures: partial signatures, non-repudiation, co-signing, counter-signing Tablet PC enhancements Support for complex script Auto-save and data recovery Programmability InfoPath Visual Studio toolkit for managed code Enhanced OM: OnSave event, offline state, submit, digital signatures External automation and windowless mode for application-level calls Custom migration plug-ins Improved stability and performance Full backward compatibility with v1 forms

Q&A

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