Data Collection Using InfoPath and Form Services

Jesper OsgaardPartner Technical SpecialistMicrosoft

Microsoft Confidential

Welcome Welcome

Electronic FormsElectronic Forms

Demo (InfoPath 2003)Demo (InfoPath 2003)

basics, data connections, rulesbasics, data connections, rules

Form templateForm template

Demo (InfoPath 2003, publish/submit)Demo (InfoPath 2003, publish/submit)

News in InfoPath 2007News in InfoPath 2007

Demo (InfoPath 2007)Demo (InfoPath 2007)

Demo (Embedded InfoPath 2007)Demo (Embedded InfoPath 2007)

Call to ActionCall to Action

Q & AQ & A

3

Agenda

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Why do electronic forms matter?

Forms drive business processesForms drive business processes Inefficiencies and inaccurate information cause

significant negative downstream effects

Forms hide the complexities of processesForms hide the complexities of processes Electronic information capture helps streamline the complex

processes sitting behind forms

Forms are everywhereForms are everywhere People in your organization are inundated by forms— expense reports,

benefit statements, and so on

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Docs/tasks/calendars, blogs, wikis, e-mail integration, project

management “lite,” Outlook integration,

offline docs/lists

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortal

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

BusinessBusinessProcesseProcesse

ss

SearchSearchContentContentManagementManagement

PlatformPlatformServicesServices

Workspaces, Mgmt,Workspaces, Mgmt,

Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

Office InfoPath 2007 SolutionsPart of SharePoint Investments

Forms Forms ServicesServices

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Basic Form

Data Connection (NAV)

Rules

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Form Definition

&

Update/Binding Cycle

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Form Definition

.XML

SolutionDefinition

(XSF)

Views(XSLT)

Schema(XSD)

DefaultData(XML)

BusinessLogic

(JS, DLL)

InfoPath Form Template (XSN)

URL or URN

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The Update/Binding Cycle

HTMLViewXML

DOM

XSLT

XSF

Update

Data Binding

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Publish and Submit

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Publish to SharePoint libraryPublish to SharePoint library

Create InfoPath formCreate InfoPath form

Streamline business processes by publishing forms to SharePoint

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SharePoint librariesSharePoint libraries

Web servicesWeb services

Streamline business processes …by submitting forms to…

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Publish and Submit

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in InfoPath 2007in InfoPath 2007

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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

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InfoPath conversionInfoPath conversion• Convert table cells, brackets, and Convert table cells, brackets, and

quotes to live form fieldsquotes to live form fields• Repeating tablesRepeating tables• Optional sectionsOptional sections• Data validation, conditional Data validation, conditional

formatting, rule-based data entryformatting, rule-based data entry• Infer the data structure from the Infer the data structure from the

Word or Excel documentWord or Excel document• Conversion warningsConversion warnings• Rich InfoPath controlsRich InfoPath controls

Word DocumentWord Document• Type optimized for handwritten Type optimized for handwritten

data entry data entry • Disconnected from external data Disconnected 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 optionsConversion options• More than just a Word or Excel More than just a Word or Excel

Form to InfoPath Form Form to InfoPath Form conversionconversion

• Intelligent conversion of table Intelligent conversion of table cells, typographic clues, cells, typographic clues, document layout, and form document layout, and form controlscontrols

Easily design forms solutions by converting Word and Excel forms

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Template PartsTemplate Parts• Add predefined form sections Add predefined form sections

using a drag-and-drop interfaceusing a drag-and-drop interface• Prebuilt data connectivity, Prebuilt data connectivity,

validation, rules, and validation, rules, and expressions expressions

• Centrally managedCentrally managed• Compatibility Checker enforces Compatibility Checker enforces

compatibility with warnings and compatibility with warnings and by removing unusable controlsby removing unusable controls

Easily design forms solutions with reusable Template Parts

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• Use Microsoft Office OutlookUse Microsoft Office Outlook®® to to collect and distribute InfoPath collect and distribute InfoPath formsforms

• Complete forms without leaving Complete forms without leaving the familiar Outlook environmentthe familiar Outlook environment

• Export data directly from Export data directly from Outlook to Microsoft Office Outlook to Microsoft Office ExcelExcel®® or InfoPath or InfoPath

• Promote form fields into the Promote form fields into the Outlook list view to instantly Outlook list view to instantly sort, categorize, or filter InfoPath sort, categorize, or filter InfoPath mail messagesmail messages

Streamline business processes …with InfoPath e-mail forms

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One Form Use anywhere… with browser-based InfoPath forms

Designed once!

Tested forInternet Explorer,Firefox,NetscapeHTML enabled mobile devices

OnWindowsMacintoshLinuxUnix

Internet ExplorerInternet Explorer FirefoxFirefox

Mobile DeviceMobile Device

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Web based formsEmbedded forms

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Call to Action

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Call to Action

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Appendix A

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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

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Operating System ServicesOperating System Services

Database ServicesDatabase Services Search ServicesSearch Services Workflow ServicesWorkflow Services

ASP.NET: ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, and so on

Applications & ServicesApplications & Services

CollaborationCollaboration

Doc Collab, WikisDoc Collab, WikisDiscussions, BlogsDiscussions, BlogsContacts/Cals/TasksContacts/Cals/TasksE-Mail IntegrationE-Mail IntegrationOutlook IntegrationOutlook IntegrationProject Mgmt “Lite”Project Mgmt “Lite”Offline Lists/DocsOffline Lists/Docs

Content MgmtContent Mgmt

AuthoringAuthoringWorkflowWorkflowWeb PublishingWeb PublishingDocument MgmtDocument MgmtRecords MgmtRecords MgmtPoliciesPoliciesMulti-LanguageMulti-Language

PortalPortal

Intranet TemplateIntranet TemplateNews, Site DirNews, Site DirMy SitesMy SitesPeople FindingPeople FindingSocial NetworkingSocial NetworkingPrivacyPrivacy

SearchSearch

Search CenterSearch CenterRelevanceRelevanceBiz Data SearchBiz Data SearchMetadataMetadataCustomizable UXCustomizable UXExtensibilityExtensibility

Biz ProcessesBiz Processes

Rich/Web FormsRich/Web FormsSelf-Service FormsSelf-Service FormsReal-time Data Val.Real-time Data Val.LOB IntegrationLOB Integration------------------------------------------------LOB ActionsLOB ActionsPluggable SSOPluggable SSO

BIBI

Excel ServicesExcel ServicesReport CenterReport CenterDashboards/KPIsDashboards/KPIsBiz Data WPsBiz Data WPsBiz Data in ListsBiz Data in ListsSQL RS/AS Integ.SQL RS/AS Integ.

SharePoint Functional Architecture

Platform ServicesPlatform Services

StorageStorage

RepositoryRepositoryMetadataMetadataVersioningVersioningBackup/Recycle Backup/Recycle BinBinIndexing/SearchIndexing/Search

SecuritySecurity

vServer PoliciesvServer PoliciesPluggable AuthNPluggable AuthNFolder/Item Folder/Item LevelLevelRights Trimmed Rights Trimmed UIUI

ManagemeManagementnt

Admin UXAdmin UXDelegationDelegationProvisioningProvisioningMonitoringMonitoring

DeploymeDeploymentnt

MigrationMigrationConfig MgmtConfig MgmtFarm ServicesFarm ServicesFeature PolicyFeature PolicyExtranet Extranet SupportSupport

Site ModelSite Model

TemplatesTemplatesRenderingRenderingNavigationNavigationConsistent UXConsistent UX

ExtensibiliExtensibilityty

Forms/FieldsForms/FieldsOM and SOAPOM and SOAPEvent Event HandlersHandlersMigration APIsMigration APIs

Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-on Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-on

Service)Service)

Forms Services

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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 supportOffline data connections, Better printing, Export to PDF, Rights management, New form controlsStreamline form-driven business processes

Through Web Services based connectivity with backend systemsData Connection Library

By integrating with workflow processesIntegration with property panel and Workflow tasksForms in Outlook, including Property PromotionArchiving, Information Rights Management

Rapidly design, deploy and centrally manage formsThrough intuitive and easy to use form solution design tools (Microsoft Office InfoPath 2007)

Importer/Exporter Framework, Template PartsDesign and compatibility checkerVisual Studio Tools for Office, Tools for Applications

With centralize form solution management and control over who can create and publish forms

Common dev platformActiveX, Windows Form and ASPX control

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Eksempel

Forbinde formular og workflow

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Streamline business processes…by connecting forms with workflows…

Publish to SharePoint libraryPublish to SharePoint library

Create InfoPath formCreate InfoPath form

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Streamline business processes…by connecting forms with workflows…

Publish to SharePoint libraryPublish to SharePoint library

Create InfoPath formCreate InfoPath form

Assign workflow to libraryAssign workflow to library

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Assign workflow to libraryAssign workflow to library

Streamline business processes…by connecting forms with workflows…

Create InfoPath formCreate InfoPath form

Publish to SharePoint libraryPublish to SharePoint library

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Managed codeManaged codeManaged codeManaged code

InfoPathInfoPath data source data source

InfoPathInfoPath data source data source

InfoPathInfoPathdesign tasksdesign tasks

InfoPathInfoPathdesign tasksdesign tasks

InfoPath viewsInfoPath viewsInfoPath viewsInfoPath views

Solution files Solution files and resourcesand resourcesSolution files Solution files and resourcesand resources

InfoPath InfoPath DesignerDesignerInfoPath InfoPath DesignerDesigner

View allat once!

Easily design forms solutions…with Microsoft Visual Studio®