1 Office “12” : Server Investments Better empowerment, TCO and developer productivity Next generation , project management, workflow, blog and wiki support Collaboration BusinessIntelligence Portal Enhanced SharePoint Portal aggregation and personalization Great relevance with rich people and business data search Server-based forms and workflow with smart client and browser interfaces Server-based spreadsheets plus BI portals built on SQL Server Analysis Services Integrated document, records and Web content management Business Processes Unified ASP.NET 2.0 workspace foundation for scalability and extensibility Search ContentManagement Windows SharePoint Services

2 Reach more users with better forms Automate data-driven business processes Rapidly develop and deploy form solutions Microsoft Office “12” InfoPath Forms Solutions Smart Client and Browser WSS, SQL, ERP, CRM…

3 InfoPath “12” Investments Reach more users with better forms Browser enabled InfoPath forms Offline data connections, New controls, Better printing Design & Compatibility Checker Intranet, Extranet, Internet Automate data-driven business processes Forms in Outlook, including Property Promotion Workflow, Archiving, Information Rights Management Integration with Property Panel & Workflow Tasks Programmability Pane, Add-Ins Rapidly develop and deploy form solutions Common dev platform (OM, Data Connection Library) ActiveX, Windows Form and ASPX control Visual Studio Tools for Office, Tools for Applications Importer/Exporter Framework, Template Parts

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

5 Introducing Web-Enabled InfoPath Forms… Form Services in Office “12” servers Fill out InfoPath forms with or without the InfoPath client! Built on top of the WSS platform as an ASP.NET 2.0 application Rapid development and deployment for reach Form template administration and management Cross-browser and cross-platform support IE 6+, Safari, Netscape, Firefox (latest versions) Windows, Mac, Linux, Unix Mobile devices (HTML compatible browsers)

6 InfoPath “12” Forms Solutions Topology InfoPath Client (Design Mode) IntranetExtranet / Internet Browser InfoPath Client (Edit Mode) Office “12” servers Forms Services IW : InfoPath Designer Developer : VS Tools Browser InfoPath Client (Edit Mode)

7 Developing and deploying web- enabled InfoPath forms Kamaljit Bath Lead Program Manager Microsoft Office Infopath

8 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

9 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

10 Design once for use in Browser and InfoPath smart client Server/client design mode Parity of forms on smart client and browser Conditional formatting, validation, rules, calculations, form code (new managed OM), data connections run unchanged Smart client only features Offline, custom ActiveX controls, master detail, task pane, IRM, script based code Use Design Checker to verify “browser” compatibility Smart Form invocation Always open in smart client, if available Forms in WSS doc libs; links in web pages, , etc. Special URL parameters to force opening in browser

11 Deploying forms to server Simple deployment for end users Forms with no code (declarative logic only) deployed via InfoPath designer publish wizard Publish directly to WSS doc lib or create Site content type (for use in multiple doc libs) Advanced deployment for admins Central administration and management Activate forms on multiple Site Collections 2 step process – upload to server and activate to a Site Collection Create multiple doc libs based on a form template Forms containing code or requiring full trust must be deployed by a farm admin

12 New Programming Model New Object Model in InfoPath “12” Fully Managed (CLR 2.0): No more PIAs System.Xml: No more MSXML Auto-upgrade old code, but not everything Browser Forms Forms with code must be deployed to the server by an admin Only new managed Object Model is supported Code is scanned for best practices on publish Use of member and static variables Use of System.Forms.Windows namespace (UI will not show in browser) Assemblies should be strongly named to avoid conflicts at runtime and for side-by-side versioning

13 Deployment and Security Trust Levels Restricted Deployed via , no auto-updates No data connections, no managed code Not applicable for browser forms Domain Deployed to SharePoint library, browser forms Connect to own server only, no code for browser forms Use trusted Data Connection Library for cross-domain Full Trust Installed, Digitally Signed, or.NET Code Group Must be admin-deployed for browser forms Connect to any server, managed code in browser forms

14 Data Connectivity in InfoPath Data model within InfoPath is XML DOM Built-in adapters for external data sources Query adapters ADO, WSS Lists, Web Services, XML Files Submit adapters ( * not supported in browser forms ) Web Services, HTTP Post, WSS Doc Lib, , ADO*, HwS* InfoPath “12” investments Integration with Data Connection Libraries More authentication protocols Annonymous, Basic Auth, Forms-based Auth, constrained delegation, Kerberos, Single Sign-On Design-once for user authentication Web Service Proxy on Office “12” Servers

15 Taking control of Data Connections Data Connection Libraries Introducing Data Connection Libraries… Centrally managed library of data connection files for use in multiple apps (Infopath, Excel, Portal…) UDC (universal data connector) – an XML based connection configuration file Data Connection info in a form can be inline or thru a reference to a UDC file Advantages of UDC and DCL Modify data connections without updating the form(s) Serves as a white list for trusting data connections By default, content approval is turned on Admin control over data connections and server side authentication hops

16 Using Data Connection Libraries with Forms Kamaljit Bath Lead Program Manager Microsoft Office Infopath

17 Integrating forms into Web sites  Opening forms from links in Web pages Use an href to an ASPX page /_layouts/FormServer.aspx with Query parameters: 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 snlocation=/formservertemplates/loanapplicatio n.xsn&openin=browser

18 Integrating forms into Web sites  Embedding forms in aspx pages Using the form control Placing other chrome and controls around the form Dynamically loading forms Changing the data in the form Getting the data from the form After the form has been submitted… ASPX page needs to run on Office “12” server where forms services are available

19 Integrating Infopath browser forms in a Web site Kamaljit Bath Lead Program Manager Microsoft Office Infopath

20 Next Steps InfoPath “12” Reach more users with better forms Automate data-driven business processes Rapidly develop and deploy form solutions Build InfoPath solutions Labs: OFFHOL05, OFFHOL06 Create InfoPath 2003 forms for a head start Resources Ask the Experts and Track Lounge Blog: Evaluation forms!

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