2. Data Collection Using InfoPath and Form Services Jesper Osgaard Partner Technical Specialist Microsoft

3. Microsoft Confidential Welcome Electronic Forms Demo (InfoPath 2003) basics, data connections, rules Form template Demo (InfoPath 2003, publish/submit) News in InfoPath 2007 Demo (InfoPath 2007) Demo (Embedded InfoPath 2007) Call to Action Q & A 3 Agenda

4. Microsoft Confidential 4 Why do electronic forms matter?  Forms drive business processes  Inefficiencies and inaccurate information cause significant negative downstream effects  Forms hide the complexities of processes  Electronic information capture helps streamline the complex processes sitting behind forms  Forms are everywhere  People in your organization are inundated by forms— expense reports, benefit statements, and so on

5. Microsoft Confidential 5 Docs/tasks/calendars, blogs, wikis, e- mail integration, project management “ lite, ” Outlook integration, offline docs/lists Collaboration BusinessIntelligence Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability, contextual relevance, rich people and business data search Rich and Web forms based front-ends, LOB actions, pluggable SSO Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Business Processes Search ContentManagement PlatformServices Workspaces, Mgmt, Security, Storage, Topology, Site Model Office InfoPath 2007 Solutions Part of SharePoint Investments Forms Services

6. Microsoft Confidential Basic Form Data Connection (NAV) Rules

7. Microsoft Confidential Form Definition & Update/Binding Cycle

8. Microsoft Confidential 8 Form Definition.XML Solution Definition (XSF) Views (XSLT) Schema (XSD) Default Data (XML) Business Logic (JS, DLL) InfoPath Form Template (XSN) URL or URN

9. Microsoft Confidential 9 The Update/Binding Cycle HTML View XML DOM XSLT XSF Update Data Binding

10. Microsoft Confidential Publish and Submit

11. Microsoft Confidential 11 Publish to SharePoint library Create InfoPath form Create InfoPath form Streamline business processes by publishing forms to SharePoint

12. Microsoft Confidential 12 SharePoint libraries Web services Streamline business processes …by submitting forms to…

13. Microsoft Confidential Publish and Submit

14. Microsoft Confidential in InfoPath 2007

15. Microsoft Confidential 15 in InfoPath 2007  Built-in form template importers for Word and Excel  Template Parts (reusable components you can insert into multiple form templates)  Document Information Panels, which contain a mini InfoPath form that lets users fill in metadata properties on the document (in Word, Excel®, and PowerPoint® )  New controls, such as the Combo Box and Multiple-Selection List Box, Horizontal Repeating Table and Horizontal Region  InfoPath Forms Services, which lets your InfoPath forms reach out to anyone with or without InfoPath, at any time, on almost any device  Native form-filling capabilities directly to Outlook® 2007 and e-mail messages

16. Microsoft Confidential 16 InfoPath conversion Convert table cells, brackets, and quotes to live form fieldsConvert table cells, brackets, and quotes to live form fields Repeating tablesRepeating tables Optional sectionsOptional sections Data validation, conditional formatting, rule-based data entryData validation, conditional formatting, rule-based data entry Infer the data structure from the Word or Excel documentInfer the data structure from the Word or Excel document Conversion warningsConversion warnings Rich InfoPath controlsRich InfoPath controls Word Document Type optimized for handwritten data entryType optimized for handwritten data entry Disconnected from external dataDisconnected from external data No data validationNo data validation Big, empty tablesBig, empty tables No repeating sectionsNo repeating sections Optimized for “print and fill”Optimized for “print and fill” No built-in submissionNo built-in submission Conversion options More than just a Word or Excel Form to InfoPath Form conversionMore than just a Word or Excel Form to InfoPath Form conversion Intelligent conversion of table cells, typographic clues, document layout, and form controlsIntelligent conversion of table cells, typographic clues, document layout, and form controls Easily design forms solutions by converting Word and Excel forms

17. Microsoft Confidential 17 Template Parts Add predefined form sections using a drag-and-drop interfaceAdd predefined form sections using a drag-and-drop interface Prebuilt data connectivity, validation, rules, and expressionsPrebuilt data connectivity, validation, rules, and expressions Centrally managedCentrally managed Compatibility Checker enforces compatibility with warnings and by removing unusable controlsCompatibility Checker enforces compatibility with warnings and by removing unusable controls Easily design forms solutions with reusable Template Parts

18. Microsoft Confidential 18 Streamline business processes …InfoPath Information Panel Define required metadata in content type definition Customizable Document Information panel based on InfoPath technology Capture metadata as part of authoring process

19. Microsoft Confidential 19 Use Microsoft Office Outlook ® to collect and distribute InfoPath formsUse Microsoft Office Outlook ® to collect and distribute InfoPath forms Complete forms without leaving the familiar Outlook environmentComplete forms without leaving the familiar Outlook environment Export data directly from Outlook to Microsoft Office Excel ® or InfoPathExport data directly from Outlook to Microsoft Office Excel ® or InfoPath Promote form fields into the Outlook list view to instantly sort, categorize, or filter InfoPath mail messagesPromote form fields into the Outlook list view to instantly sort, categorize, or filter InfoPath mail messages Streamline business processes …with InfoPath e-mail forms

20. Microsoft Confidential 20 One Form Use anywhere… with browser-based InfoPath forms Designed once! Tested for Internet Explorer, Firefox, Netscape HTML enabled mobile devices On Windows Macintosh Linux Unix Internet Explorer Firefox Mobile Device

21. Microsoft Confidential Web based forms Embedded forms

22. Microsoft Confidential Call to Action

23. Microsoft Confidential Call to Action

24. Microsoft Confidential

25. Appendix A

26. Microsoft Confidential 26 Features by Product Feature InfoPath client Office Server Forms Server Design forms for browser use. Fill out forms  Fill out forms in the browser or on mobile device  Fill out and track forms inside Outlook  Convert Word and Excel forms to InfoPath  Reuse template parts in form solutions  Design custom workflow processes  InfoPath information panel  Document live cycle and enterprise content management functionality  Central solution repository  Centrally manage form solutions  Data connection library 

27. Microsoft Confidential 27 Operating System Services Database Services Search Services Workflow Services ASP.NET: ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, and so on Applications & Services Collaboration Doc Collab, Wikis Discussions, Blogs Contacts/Cals/Tasks E-Mail Integration Outlook Integration Project Mgmt “Lite” Offline Lists/Docs Content Mgmt Authoring Workflow Web Publishing Document Mgmt Records Mgmt Policies Multi-Language Portal Intranet Template News, Site Dir My Sites People Finding Social Networking Privacy Search Search Center Relevance Biz Data Search Metadata Customizable UX Extensibility Biz Processes Rich/Web Forms Self-Service Forms Real-time Data Val. LOB Integration ------------------------ LOB Actions Pluggable SSO BI Excel Services Report Center Dashboards/KPIs Biz Data WPs Biz Data in Lists SQL RS/AS Integ. SharePoint Functional Architecture Platform Services StorageRepository Metadata Versioning Backup/Recycle Bin Indexing/SearchSecurity vServer Policies Pluggable AuthN Folder/Item Level Rights Trimmed UI Management Admin UX DelegationProvisioningMonitoringDeployment Migration Config Mgmt Farm Services Feature Policy Extranet Support Site Model TemplatesRenderingNavigation Consistent UX ExtensibilityForms/Fields OM and SOAP Event Handlers Migration APIs Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-on Service) Forms Services

28. Microsoft Confidential What’s New with Forms? Reach more users with efficient, robust forms Via easy to use browser-based forms available over the Intranet, Extranet and Internet Browser-enabled InfoPath forms, Mobile device support Offline data connections, Better printing, Export to PDF, Rights management, New form controls Streamline form-driven business processes Through Web Services based connectivity with backend systems Data Connection Library By integrating with workflow processes Integration with property panel and Workflow tasks Forms in Outlook, including Property Promotion Archiving, Information Rights Management Rapidly design, deploy and centrally manage forms Through intuitive and easy to use form solution design tools (Microsoft Office InfoPath 2007) Importer/Exporter Framework, Template Parts Design and compatibility checker Visual Studio Tools for Office, Tools for Applications With centralize form solution management and control over who can create and publish forms Common dev platform ActiveX, Windows Form and ASPX control

29. Microsoft Confidential 29 Top 10 Features of Office InfoPath 2007 1. Deploy forms to browsers and mobile devices using InfoPath Forms Services 2. Deploy forms as Outlook e-mail messages 3. Convert Word documents and Excel spreadsheets to InfoPath form templates 4. Build forms using prebuilt template parts 5. Create PDF or XPS versions of your completed InfoPath forms 6. Utilize integrated Workflow management with Office SharePoint Server 2007 7. Use the design checker to ensure consistency for browser and client forms 8. Add information rights management to help protect forms 9. Deploy codeless form development, user interface customization, and template part libraries to simplify form design for everyone 10. Develop solutions with an integrated InfoPath and Visual Studio 2005 environment

30. Microsoft Confidential 30 Top 10 Features of Forms Services 1. Extend data gathering solutions to anyone with a browser 2. Streamline business processes and connect forms to multiple back-end systems 3. Centralize the management and control of your forms solutions 4. Reduce time spent filling out forms 5. Develop advanced forms functionality without coding 6. Validate data at the time of entry 7. Enable business users to develop their own forms 8. Rapidly deploy sustainable forms solutions 9. Capture common form information consistently 10. Access forms from mobile devices

31. Microsoft Confidential 31 WSS WSS 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 2007 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 XML/HTTP InfoPath Designer Take offline as needed Publishing, Opening, and Filling In Forms Business Processes

32. Microsoft Confidential 32 Web Service Server WSS WSS Office 2007 servers XSN ASPX XSN, XML loaded Business logic execution Forms Capabilities Postback event log through XML/HTTP Submit Browser InfoPath Client Submit XSN, XML loaded Business logic execution Submitting Forms Business Processes

33. Microsoft Confidential Eksempel Forbinde formular og workflow

34. Microsoft Confidential 34 Streamline business processes …by connecting forms with workflows… Publish to SharePoint library Create InfoPath form Create InfoPath form

35. Microsoft Confidential 35 Streamline business processes …by connecting forms with workflows… Publish to SharePoint library Publish to SharePoint library Create InfoPath form Create InfoPath form Assign workflow to library

36. Microsoft Confidential 36 Assign workflow to library Assign workflow to library Streamline business processes …by connecting forms with workflows… Create InfoPath form Create InfoPath form Publish to SharePoint library Publish to SharePoint library

37. Microsoft Confidential 37 Streamline business processes …by connecting forms with workflows… Assign workflow to library Assign workflow to library Create InfoPath form Create InfoPath form Publish to SharePoint library Publish to SharePoint library

38. Microsoft Confidential 38 Managed code InfoPath data source InfoPath design tasks InfoPath views Solution files and resources InfoPath Designer View all at once! Easily design forms solutions …with Microsoft Visual Studio ®