1. 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.

2. 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.

3. 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.

4. 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

5. 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, 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.

6. 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

7. Convert Microsoft Word and Excel Forms to InfoPath
SharePoint Connections
Convert Microsoft Word and Excel Forms to InfoPath
Updates will be available at

8. 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

9. Publish Form to Forms Server

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

12. Workflow

13. Tools to Build SharePoint Workflow
SharePoint Connections
Tools to Build SharePoint Workflow
Out-of-Box Workflows
Updates will be available at _06/SharePoint_Connections

14. Workflow Designer Wizard in SharePoint Designer 2007
SharePoint Connections
Workflow Designer Wizard in SharePoint Designer 2007
Updates will be available at _06/SharePoint_Connections 14

15. 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

16. 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.

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

19. Word Document to InfoPath1
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

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

21. question & answer

22. Thank you! You can find free Screencast and Blog at:
Find me on Twitter:
Thank you!

23. 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: :30) InfoPath and InfoPath Forms Services Tips and Tricks (OFC312) Tue 4 Aug (14: :30) Session Room A6 Office Overview and What's New (OFC204) Wed 5 Aug (09: :00) Session Room A2

24. 10 pairs of MP3 sunglasses to be won
Required Slide
10 pairs of MP3 sunglasses to be won
Complete a session evaluation and enter to win!

26. 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:
International Content & Community
Microsoft Certification & Training Resources
Resources for IT Professionals
Resources for Developers

27. 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.