microsoft office sharepoint portal server 2007 introduction to infopath forms services daryl l....
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Microsoft Office SharePoint Portal Server 2007
Introduction to InfoPathForms Services
Daryl L. Rudolph
Agenda
What is InfoPath Forms Services?
Components of an InfoPath Forms Services Solution
Development with InfoPath Forms Services
What is InfoPath Forms Services?
A server technology built on Microsoft Windows SharePoint Services (WWS) 3.0 as an ASP.NET version 2.0 application*
Enables users to fill out Microsoft Office InfoPath 2007 forms by using a Web browser
Provides a central location to store and manage form templates
*Available as a licensed application on top of WSS.
Components of an InfoPath Forms Services Solution
Development and Deployment Scenario #1a
InfoPath Form without managed code• Publish Form to Document Library
– Create request form using InfoPath 2007– Set Form Options for Form Services– Publish Form to Document Library– View/Set Document Library Properties– Create New Request– Edit Existing Request
Development with InfoPath Forms Services
Key SharePoint Concepts• Site Columns and Content Types• SharePoint Features• SharePoint Workflows
What tools are needed?
Development and Deployment: Key Concepts
Site Columns and Content Types
• Reusable data type defined at the site collection or site levelSite Column
• A reusable collection of site columns and behaviors you want to apply to a certain category of content
Content Type
Development and Deployment Scenario #1b
InfoPath Form without managed code• Publish Form to Content Type
– Publish Form to Content Type– View Content Type Properties– Create Forms Library
• Assign Content Type to Library– Create New Request
Development and Deployment: Key Concepts
SharePoint Features
A common framework for distributed deployment of Windows SharePoint Services solutions
A package of SharePoint elements used to accomplish a particular goal or task
Examples of Elements include:· List Templates and Instances· File Modules – ex. ASP.NET page· Site Column Definitions· Content Type Definitions· Event Registrations· Custom Action Definitions· Workflow Definitions
Development and Deployment: Key Concepts
SharePoint Workflows
Uses Windows Workflow Foundation(WWF)
• Association – workflow associated with content type• Initiation – workflow started• Modification – workflow modified• Task Forms – Edit workflow tasks
Workflows can be added to content types
Workflows can start when items of the content type are created or changed
Forms are used to interact with the user during workflow stages.
InfoPath forms can be used for workflow forms
Development and Deployment Scenario #2
InfoPath Forms for SharePoint workflow• Create SharePoint Bus Pass Request Workflow• Create Approval Task (InfoPath) Form• Deploy Workflow• Associate Workflow w/ Buss Pass Content Type• Create Buss Pass Request• Complete Task• Review Outcome
Development and Deployment Scenario #3
InfoPath Form with managed code• Create InfoPath Form Template• Set Form Template Properties• Add Fields and Button Control• Handle Button Click Event with Managed Code• Publish and Deploy Form Template• Fill out form
Development and Deployment Scenario #4InfoPath form hosted in a custom ASP.NET page
• Create custom ASP.NET Page• Add XmlFormView control• Add logic to handle Form Events• Create SharePoint Feature to deploy page• Deploy Page (install and activate feature)• Fill out form hosted in custom page
Development and Deployment: Review4 Common Development and Deployment Scenarios
InfoPath Form without managed code
InfoPath Forms for SharePoint workflow
InfoPath Form with managed code
InfoPath form hosted in a custom ASP.NET page
Development and Deployment :
What tools are needed?
•Windows Server 2003•MOSS 2007 or Forms Server 2007•Microsoft Office InfoPath 2007 – Included with Office Professional Plus 2007 and Office Enterprise 2007
Platform
•.NET Framework 2.0 and 3.0 •Visual Studio 2005 – any version except Express•Visual Studio 2005 Tools for Office (VSTO) Second Edition (SE)•Visual Studio 2005 extensions for .NET Framework 3.0 (Windows Workflow Foundation)•2007 Office Server SDK: Enterprise Content Management Starter Kit
Development
Development and Deployment:
Downloads
•Visual Studio 2005 Extensions for .NET Framework 3.0 (Windows Workflow Foundation)•Microsoft Visual Studio 2005 Tools for the 2007 Microsoft Office System•2007 Office Server SK: Enterprise Content Management Starter Kit
Free
•Microsoft Office SharePoint Server 2007 Trial Version – 180 days•Microsoft Office Enterprise 2007 Trial Version – 60 days
Trial Software