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James AkriggMicrosoft [email protected]
Integrating InfoPath Integrating InfoPath Forms Into Workflow Forms Into Workflow Solutions And Business Solutions And Business ProcessesProcesses
AgendaAgenda
InfoPath
Workflow
InfoPath-SharePoint Integration
Information Rights Management
Connectivity
InfoPathInfoPath
Document Repository
Sales
Asia Pacific Region
Employment Claims
Contracts
What’s The Solution?What’s The Solution?2007 Microsoft Office system form 2007 Microsoft Office system form scenariosscenariosForms as documents
in a library
Forms driving a workflow
Forms managing document meta data
Forms as front end to business process
Example: Expense ReportExample: Patient Treatment Form
What’s New with InfoPath What’s New with InfoPath Forms?Forms?
Un-managed desktopCustomers, Partners, Suppliers, Citizens
# of users filling out and submitting forms
# o
f d
eplo
yed
fo
rms
so
luti
on
s
Managed desktopOrganizations
Firewall
Users we reach today
Users we will reach tomorrow
OfficeSharePoint Server
Office Forms Server
Forms Services
Browser-based Forms
WorkflowWorkflow
8
Workflow and BizTalk Workflow and BizTalk ServerServer
MessagingMessaging
DesigDesignn
ToolsTools
BusineBusinessss
ActivityActivityMonitoMonito
rrAndAnd
AdminAdminToolsTools
OrchestratioOrchestrationn
TransformatiTransformationon
AdaptersAdapters
BizTalkBizTalk ServerServerAcceleratorsAccelerators
Premium BPM serverPremium BPM serverDistinct server productDistinct server product
Use in B2B, EAI, BPM scenariosUse in B2B, EAI, BPM scenarios
Deployable solutionsDeployable solutions
Manageability, Scale-outManageability, Scale-out
WorkflowWorkflow
Future version will migrate to Future version will migrate to Windows Workflow Windows Workflow Foundation for orchestrationFoundation for orchestration
.NET Framework 3.0.NET Framework 3.0
Visual Studio DesignerVisual Studio Designer
Windows Workflow Windows Workflow FoundationFoundation
Workflow frameworkWorkflow frameworkExposed via WinFX (Net FX 3.0)Exposed via WinFX (Net FX 3.0)
Broad set of scenarios Broad set of scenarios
Used to build solutionsUsed to build solutions
Enables manageability and Enables manageability and scale-out in solutionsscale-out in solutions
Use for building workflow into Use for building workflow into apps or workflow enabled apps or workflow enabled serversservers
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 Windows Workflow Foundation is a framework for adding workflow inside a framework for adding workflow inside a custom applicationcustom application
““If you are building a complete If you are building a complete application that includes workflow you application that includes workflow you should use Windows Workflow should use Windows Workflow Foundation”Foundation”
Extending SharePoint Office Server Workflow Extending SharePoint Office Server Workflow
BizTalk ServerBizTalk Server
Windows Windows Workflow Workflow
FoundationFoundation
How to Choose?How to Choose?BizTalk Server or Workflow BizTalk Server or Workflow FoundationFoundation
InfoPath-SharePoint InfoPath-SharePoint IntegrationIntegrationKey InvestmentsKey Investments
Browser Forms
Form Collaboration and Template Reuse
Workflow
Form Conversion for Archiving
InfoPath-SharePoint InfoPath-SharePoint Integration Integration Form CollaborationForm Collaboration
Publish to Document Libraries
Property Promotion and Editing
Content types
Multiple content type libraries
InfoPath-SharePoint InfoPath-SharePoint Integration Integration WorkflowWorkflow
Client Parity with Word/Excel/PowerPoint
Workflow Dialogs, Business Bar, OM
Form Business Logic driven by Workflow
Data sharing through SharePoint columnsSharePoint List Data Adapter
Workflow driven by form data
InfoPath as technology for WorkflowInfoPath hosted in workflow dialogs
InfoPath-SharePoint InfoPath-SharePoint Integration Integration Form Conversion for ArchivingForm Conversion for Archiving
Server conversion to PNG, TIFF and EMF
Leverages the extensibility capabilities of ECM
Manual Document TransformationAutomated Policy Feature Programmatic access through server OM
Expense ClaimsExpense ClaimsStep by StepStep by Step
Information Rights Information Rights Management Management Privacy of Form ContentPrivacy of Form ContentRestricting Permission to Forms
Enabled by end userEnabled by form author
Integration with Outlook IRMInfoPath attachments inherit e-mail protection
Full Integration of InfoPath and SharePoint IRM
SharePoint is the content ownerClient enforces protection applied on download
Data ConnectionsData ConnectionsData Connection LibrariesData Connection Libraries
Built-in Data ConnectionsQuick and Easy to Use
Data Connection LibrariesConnection sharing
Test Production deployment
Post-deploy reconfiguration
Design once for client and server
Server-specific authentication
Data Connection LibrariesData Connection LibrariesReuse and ReconfigurationReuse and Reconfiguration
Data connection details isolated fromform templateUniversal Data Connection (UDC) files
XML based filesUDC files live in document libraries – DCLs
Different solutions share samedata connection
Data Connection LibrariesData Connection LibrariesSecurity and Data Connection Security and Data Connection ControlControl
Data Connections for User-deployed Forms
Site collection admin control over UDC filesFarm 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 filesCross-domain connections always allowedServer-specific, WS proxy and SQL authalways allowed
Data ConnectionsData ConnectionsSecurity and Data Connection Security and Data Connection ControlControl
Role: WSS Farm Role: WSS Farm AdminAdminOwns: Config DBOwns: Config DBScope: Web FarmScope: Web Farm
Role: Site Collection Role: Site Collection AdminAdminOwns: Content DBOwns: Content DBScope: Site CollectionScope: Site Collection
Site Site CollectionCollection Web FarmWeb Farm
Form Form TemplatesTemplates
Data Data ConnectionsConnections
Data Data ConnectionsConnections
Form Form TemplatesTemplates
Admin Approved Admin Approved Form TemplatesForm Templates
End User Form End User Form TemplatesTemplates
Publish to SharePoint Library
Create InfoPath Form
Streamline Business Streamline Business ProcessesProcesses…by connecting forms with …by connecting forms with workflows…workflows…
Assign Workflow to library
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.