2. James Akrigg Microsoft Ltd jakrigg@microsoft.com Integrating InfoPath Forms Into Workflow Solutions And Business Processes

3. Agenda InfoPath Workflow InfoPath-SharePoint Integration Information Rights Management Connectivity

4. InfoPath

5. Document Repository Sales Asia Pacific Region EmploymentClaims Contracts What’s The Solution? 2007 Microsoft Office system form scenarios Forms as documents in a library Forms driving a workflow Forms managing document meta data Forms as front end to business process Example: Expense Report Example: Patient Treatment Form

6. What’s New with InfoPath Forms? Un-managed desktop Customers, Partners, Suppliers, Citizens # of users filling out and submitting forms # of deployed forms solutions Managed desktop Organizations Firewall Users we reach today Users we will reach tomorrow Office SharePoint Server Office Forms Server Forms Services Browser-based Forms

7. Workflow

8. 8 Workflow and BizTalk Server Messaging Desig n Tools Busines s ActivityMonitorAndAdminTools Orchestration Transformation Adapters BizTalk Server Accelerators Premium BPM server Distinct server product Use in B2B, EAI, BPM scenarios Deployable solutions Manageability, Scale-out Workflow Future version will migrate to Windows Workflow Foundation for orchestration.NET Framework 3.0 Visual Studio Designer Windows Workflow Foundation Workflow framework Exposed via WinFX (Net FX 3.0) Broad set of scenarios Used to build solutions Enables manageability and scale- out in solutions Use for building workflow into apps or workflow enabled servers

9. 9 BizTalk Server provides workflow across existing applications and between trading partners as part of its business process and integration feature set “If you are integrating multiple applications with some interaction that involves system workflow you should use BizTalk Server” “If you want runtime scalability, fault tolerance and administration tools you should use BizTalk Server” Windows Workflow Foundation is a framework for adding workflow inside a custom application “If you are building a complete application that includes workflow you should use Windows Workflow Foundation” Extending SharePoint Office Server Workflow BizTalk Server Windows Workflow Foundation How to Choose? BizTalk Server or Workflow Foundation

10. InfoPath-SharePoint Integration Key Investments Browser Forms Form Collaboration and Template Reuse Workflow Form Conversion for Archiving

11. InfoPath-SharePoint Integration Form Collaboration Publish to Document Libraries Property Promotion and Editing Content types Multiple content type libraries

12. InfoPath-SharePoint Integration Workflow Client Parity with Word/Excel/PowerPoint Workflow Dialogs, Business Bar, OM Form Business Logic driven by Workflow Data sharing through SharePoint columns SharePoint List Data Adapter Workflow driven by form data InfoPath as technology for Workflow InfoPath hosted in workflow dialogs

13. InfoPath-SharePoint Integration Form Conversion for Archiving Server conversion to PNG, TIFF and EMF Leverages the extensibility capabilities of ECM Manual Document Transformation Automated Policy Feature Programmatic access through server OM

14. Expense Claims Step by Step

15. Information Rights Management Privacy of Form Content Restricting Permission to Forms Enabled by end user Enabled by form author Integration with Outlook IRM InfoPath attachments inherit e-mail protection Full Integration of InfoPath and SharePoint IRM SharePoint is the content owner Client enforces protection applied on download

16. Data Connections Data Connection Libraries Built-in Data Connections Quick and Easy to Use Data Connection Libraries Connection sharing Test  Production deployment Post-deploy reconfiguration Design once for client and server Server-specific authentication

17. Data Connection Libraries Reuse and Reconfiguration Data connection details isolated from form template Universal Data Connection (UDC) files XML based files UDC files live in document libraries – DCLs Different solutions share same data connection

18. Data Connection Libraries Security and Data Connection Control Data Connections for User-deployed Forms Site collection admin control over UDC files Farm admin control over cross-domain connections server-specific, embedded SQL and WS Proxy auth Data Connections for Admin- deployed Forms Farm admin control over UDC files Cross-domain connections always allowed Server-specific, WS proxy and SQL auth always allowed

19. Data Connections Security and Data Connection Control Role: WSS Farm Admin Owns: Config DB Scope: Web Farm Role: Site Collection Admin Owns: Content DB Scope: Site Collection Site Collection Web Farm Form Templates Data Connections Form Templates Admin Approved Form Templates End User Form Templates

20. Data Connection Libraries

21. Connectivity To BDC And Excel Services Business Data Catalog Exposes business data to SharePoint BDC managed APIs retrieve data through WS Business data validation in InfoPath Connecting Forms to Excel Services Excel Server Web Services Calculations and Data validation

22. Connectivity To SQL 2005 SQL 2005 Supports XML data types Associate schema with XML columns Supports XQuery for querying XML data Storing InfoPath Forms in SQL 2005 Store and search XML data Send/receive data via WS Benefit – streamlines XML scenarios Edit, validate, store, search native XML data

23. Managing InfoPath Forms In SQL Server 2005

24. Publish to SharePoint Library Create InfoPath Form Streamline Business Processes …by connecting forms with workflows… Assign Workflow to library

25. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.