1 Forms and Workflows in MOSS 2007 Nicolette Liller Information Worker Solutions Professional...

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1 1 Forms and Workflows in MOSS 2007 Forms and Workflows in MOSS 2007 Nicolette Liller Nicolette Liller Information Worker Solutions Professional Information Worker Solutions Professional Enterprise and Partner Group Enterprise and Partner Group Microsoft Switzerland Microsoft Switzerland

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Page 1: 1 Forms and Workflows in MOSS 2007 Nicolette Liller Information Worker Solutions Professional Enterprise and Partner Group Microsoft Switzerland.

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Forms and Workflows in MOSS 2007Forms and Workflows in MOSS 2007

Nicolette LillerNicolette LillerInformation Worker Solutions ProfessionalInformation Worker Solutions ProfessionalEnterprise and Partner GroupEnterprise and Partner GroupMicrosoft SwitzerlandMicrosoft Switzerland

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Outlook WordExce

lPowerPoint

Microsoft Office 2007 ClientMicrosoft Office 2007 Client

Integrated Enterprise Content Management

Integrated Electronic Forms

Information Rights & Policy

Customers with SA can “Step-up” from Office Pro

Access Publisher InfoPath Communicator

One Note Groove

Traditional productivity suite

Outlook WordExce

lPowerPoint

Integrated Enterprise Content Management

Integrated Electronic Forms

Information Rights & Policy

Access Publisher InfoPath Communicator

Personal productivityCore content creation with streamlined user interfaceE-mail, Personal Information Management, basic

collaborationDeveloper extensibility

Deliver better results fasterComprehensive and most familiar suite for information workStreamline processes with process automationExtend content management and workflowSecure documents with rights managementCreate “High-impact” content

Deliver better results faster with anyonefrom anywhere

Enable more efficient collaboration across geographic, organizational or network boundaries

Ensure people get information they need when they need it, whether online or offline

Valuable for mobile workers, disperse teams, project managers, and people who work with customers/partners

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SharePoint Feature AreasSharePoint Feature AreasDocs/Aufgaben/Kalender, Docs/Aufgaben/Kalender,

Blogs, Wikis, E-Mail Blogs, Wikis, E-Mail Integration, Projekt Integration, Projekt

Management “lite”, Outlook Management “lite”, Outlook integration, integration,

Offline docs/listsOffline docs/listsZusammenarbZusammenarb

eiteit

BusinessBusinessIntelligenceIntelligence

PortalPortal

Enterprise Portal, Enterprise Portal, Seiten Verzeichniss, Seiten Verzeichniss,

Meine Seite, social Meine Seite, social networking, Strukturnetworking, Struktur

Enterprise Skalierung,Enterprise Skalierung,kontext relevant, umfangreiche kontext relevant, umfangreiche Personen und Business Daten Personen und Business Daten

SucheSuche

Client und Web Client und Web Formular Formular basierendes UI, basierendes UI, LOB Integration, LOB Integration, Verknüpfung mit Verknüpfung mit SSOSSO

Server basierende Excel Server basierende Excel Spreadsheets and Daten Spreadsheets and Daten Visualisierung, Report Visualisierung, Report Center, BI Web Parts, Center, BI Web Parts, KPIs/DashboardsKPIs/Dashboards

Integrieretes Integrieretes Dokumentenmanagement, Dokumentenmanagement, Records Management, Records Management, und Web-Content und Web-Content Management mit Policies Management mit Policies und Workflowund Workflow

BusinessBusinessProzesseProzesse

SucheSucheContentContentManagementManagement

PlatformPlatformServicesServices

Arbeitsbereiche, Mgmt,Arbeitsbereiche, Mgmt,

Security, Speicher,Security, Speicher,

Topology, TemplatesTopology, Templates

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Business ProcessesBusiness Processes BusinessBusinessProcessesProcesses

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What’s New with InfoPath Forms?What’s New with InfoPath 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

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What’s New with Forms? 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 InternetBrowser-enabled InfoPath forms, Mobile device supportOffline data connections, Better printing, Export to PDF, Rights management, New form controls

Streamline form-driven business processesThrough Web Services based connectivity with backend systems

Data 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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Forms Services LicensingForms Services Licensing

Additive CAL

Base CAL

• Single Sign-On• Workflow templates• Document & Web Content Management

• Data Integration• Data Mgmt & Reporting• Full search of forms• Spreadsheet publishing & reporting

Server license

Forms Intranet CAL

Inte

rnet

Co

nne

cto

rs

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Document Repository

Sales

Asia Pacific Region

Employment Claims

Contracts

What’s The Solution?What’s The Solution?2007 Microsoft Office system form scenarios2007 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 ReportExample: Patient Treatment Form

Kathleen McMahon
send mail to Christian Stark to get the screen shots we need...([email protected])Forms Managing, Forms as Data Entry, and Forms Driving boxes need to be screen shots.Have an expense report screenshot from Christian, need the other 3, and need clarification as to which area each screen represents
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Typical ScenariosTypical Scenarios

E-mail formsCollaboration forms

Siebel, SQL 2005, Web Services

Enterprise forms

SharePoint Outlook

Ad-hoc forms Semi structured forms

Highly structured forms connected via Web Services to LOB’s and database systems

•Enterprise forms •Enterprise forms •Enterprise forms

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SharePoint Libraries

Web Services

Streamline Business ProcessesStreamline Business Processes…submit forms to:…submit forms to:

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DemoDemo

Forms und WorkflowsForms und Workflows

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Internet ExplorerInternet Explorer

E-Forms für jeden UserE-Forms für jeden User…mittels InfoPath Forms im Browser…mittels InfoPath Forms im Browser

Nur einmal Nur einmal Desigen!Desigen!

Gleicher Look & Gleicher Look & Feel in:Feel in:

Internet Explorer,Internet Explorer,Firefox,Firefox,Safari,Safari,NetscapeNetscape

und natürlich im und natürlich im InfoPath ClientInfoPath Client

BusinessBusinessProcessesProcesses

FirefoxFirefox

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Automatisieren von Formular-basierenden Automatisieren von Formular-basierenden Business ProzessenBusiness Prozessen

BusinessBusinessProcessesProcesses

InfoPath Formulare InfoPath Formulare innerhalb von innerhalb von

OutlookOutlook

Editieren und Editieren und übertrage von übertrage von

InfoPath InfoPath Formularen Formularen

innerhalb der E-innerhalb der E-MailMail

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Beliebig erweiterbar durch Visual Beliebig erweiterbar durch Visual Studio IntegrationStudio Integration BusinessBusiness

ProcessesProcesses

View allView allat once!at once!

Solution files and Solution files and resourcesresources

InfoPathInfoPath data source data source

InfoPath DesignerInfoPath Designer

InfoPathInfoPathdesign tasksdesign tasks

InfoPath viewsInfoPath views

Managed codeManaged code

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© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.