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Office “12” : Server Office “12” : Server InvestmentsInvestmentsBetter empowerment, TCO and developer productivityBetter empowerment, TCO and developer productivityNext generation e-Next generation e-

mail, project mail, project management, management,

workflow, blog and workflow, blog and wiki supportwiki support

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalEnhanced SharePoint Enhanced SharePoint Portal aggregation and Portal aggregation and personalizationpersonalization

Great relevanceGreat relevancewith rich people andwith rich people and

business data searchbusiness data search

Server-based Server-based forms and forms and

workflow with workflow with smart client and smart client and

browser interfacesbrowser interfaces

Server-based Server-based spreadsheets plus BI spreadsheets plus BI portals built on SQL portals built on SQL Server Analysis Server Analysis ServicesServices

Integrated document, Integrated document, records and Web records and Web content managementcontent management

BusinessBusinessProcesseProcesse

ss

Unified ASP.NET 2.0 Unified ASP.NET 2.0 workspace foundation for workspace foundation for

scalability and extensibilityscalability and extensibility

SearchSearchContentContentManagementManagement

WindowsSharePoint

Services

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Reach more users with better forms Reach more users with better forms

Automate data-driven business Automate data-driven business processesprocesses

Rapidly develop and deploy form Rapidly develop and deploy form solutionssolutions

Microsoft Office “12”Microsoft Office “12”InfoPath Forms SolutionsInfoPath Forms Solutions

Smart Client and Browser WSS, SQL, ERP, CRM…

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InfoPath “12” InvestmentsInfoPath “12” InvestmentsReach more users with better formsReach more users with better forms

Browser enabled InfoPath formsBrowser enabled InfoPath formsOffline data connections, New controls, Better Offline data connections, New controls, Better printingprintingDesign & Compatibility CheckerDesign & Compatibility CheckerIntranet, Extranet, InternetIntranet, Extranet, Internet

Automate data-driven business Automate data-driven business processesprocesses

Forms in Outlook, including Property PromotionForms in Outlook, including Property PromotionWorkflow, Archiving, Information Rights Workflow, Archiving, Information Rights ManagementManagementIntegration with Property Panel & Workflow TasksIntegration with Property Panel & Workflow TasksProgrammability Pane, Add-InsProgrammability Pane, Add-Ins

Rapidly develop and deploy form Rapidly develop and deploy form solutionssolutions

Common dev platform (OM, Data Connection Common dev platform (OM, Data Connection Library)Library)ActiveX, Windows Form and ASPX controlActiveX, Windows Form and ASPX controlVisual Studio Tools for Office, Tools for ApplicationsVisual Studio Tools for Office, Tools for ApplicationsImporter/Exporter Framework, Template PartsImporter/Exporter Framework, Template Parts

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AgendaAgendaReach more users with better formsReach more users with better forms

Browser enabled InfoPath formsBrowser enabled InfoPath formsOffline data connections, New controls, Better Offline data connections, New controls, Better printingprintingDesign & Compatibility CheckerDesign & Compatibility CheckerIntranet, Extranet, InternetIntranet, Extranet, Internet

Automate data-driven business Automate data-driven business processesprocesses

Forms in Outlook, including Property PromotionForms in Outlook, including Property PromotionWorkflow, Archiving, Information Rights Workflow, Archiving, Information Rights ManagementManagementIntegration with Property Panel & Workflow TasksIntegration with Property Panel & Workflow TasksProgrammability Pane, Add-InsProgrammability Pane, Add-Ins

Rapidly develop and deploy form Rapidly develop and deploy form solutionssolutions

Common dev platform (OM, Data Connection Common dev platform (OM, Data Connection Library)Library)ActiveX, Windows Form and ActiveX, Windows Form and ASPX controlASPX controlVisual Studio Tools for Office, Tools for ApplicationsVisual Studio Tools for Office, Tools for ApplicationsImporter/Exporter Framework, Template PartsImporter/Exporter Framework, Template Parts

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Introducing Web-Enabled InfoPath Introducing Web-Enabled InfoPath Forms…Forms…

Form Services in Office “12” serversForm Services in Office “12” serversFill out InfoPath forms with or without the InfoPath client! Fill out InfoPath forms with or without the InfoPath client!

Built on top of the WSS platform as an ASP.NET Built on top of the WSS platform as an ASP.NET 2.0 application2.0 application

Rapid development and deployment for reachRapid development and deployment for reach

Form template administration and managementForm template administration and management

Cross-browser and cross-platform supportCross-browser and cross-platform supportIE 6+, Safari, Netscape, Firefox (latest IE 6+, Safari, Netscape, Firefox (latest versions)versions)

Windows, Mac, Linux, UnixWindows, Mac, Linux, Unix

Mobile devices (HTML compatible browsers) Mobile devices (HTML compatible browsers)

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InfoPath “12” Forms Solutions InfoPath “12” Forms Solutions TopologyTopology

InfoPath Client (Design Mode)

Intranet Extranet / Internet

Browser

InfoPath Client (Edit Mode)

Office “12” serversForms Services

IW : InfoPath DesignerDeveloper : VS Tools

Browser

InfoPath Client (Edit Mode)

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Developing and deploying Developing and deploying web-enabled InfoPath formsweb-enabled InfoPath forms

Kamaljit BathKamaljit BathLead Program ManagerLead Program ManagerMicrosoft Office InfopathMicrosoft Office Infopath

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WSSWSS

Publishing, Opening, And Publishing, Opening, And Filling In FormsFilling In Forms

Rendering Rendering ValidationValidation

Execute Execute calculationscalculations

Execute rulesExecute rulesEditing actionsEditing actions

ValidationValidationExecute Execute calculationscalculationsExecute rulesExecute rulesEditing actionsEditing actions(All using script)(All using script)

DownloadDownloadXSN, XMLXSN, XML

Publish XSNPublish XSN

Download Download script andscript anddata arraydata array

Office “12” Office “12” serversservers

XSNXSN

ASPXASPX

Replay event Replay event loglog

XSN, XML loadedXSN, XML loadedBusiness logicBusiness logic

executionexecution

XSN, XML loadedXSN, XML loadedBusiness logicBusiness logic

executionexecution

Form

s Fo

rms

Capabili

ties

Capabili

ties

Generate and Generate and render HTML render HTML (using script)(using script)

Return Return updated data updated data

arrayarray

GenerateGenerate

InfoPath ClientInfoPath Client Browser

Postback event Postback event log via XMLHTTPlog via XMLHTTP

InfoPath Designer

Take offline as neededTake offline as needed

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Web Service Server

WSSWSS

Office “12” Office “12” serversservers

XSNXSN

ASPXASPX

XSN, XML loadedXSN, XML loadedBusiness logicBusiness logic

executionexecution

Form

s Fo

rms

Capabili

ties

Capabili

ties

Submitting FormsSubmitting Forms

Postback event Postback event log via XMLHTTPlog via XMLHTTP

SubmitSubmit

BrowserInfoPath ClientInfoPath Client

SubmitSubmit

XSN, XML loadedXSN, XML loadedBusiness logicBusiness logic

executionexecution

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Design onceDesign oncefor use in Browser and InfoPath smart for use in Browser and InfoPath smart clientclient

Server/client design modeServer/client design modeParity of forms on smart client and browserParity of forms on smart client and browser

Conditional formatting, validation, rules, calculations, Conditional formatting, validation, rules, calculations, form code (new managed OM), data connections run form code (new managed OM), data connections run unchangedunchanged

Smart client only featuresSmart client only featuresOffline, custom ActiveX controls, master detail, task Offline, custom ActiveX controls, master detail, task pane, IRM, script based codepane, IRM, script based code

Use Design Checker to verify “browser” Use Design Checker to verify “browser” compatibilitycompatibility

Smart Form invocationSmart Form invocationAlways open in smart client, if availableAlways open in smart client, if available

Forms in WSS doc libs; links in web pages, email, etc.Forms in WSS doc libs; links in web pages, email, etc.

Special URL parameters to force opening in Special URL parameters to force opening in browserbrowser

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Deploying forms to serverDeploying forms to serverSimple deployment for end usersSimple deployment for end users

Forms with no code (declarative logic only) Forms with no code (declarative logic only) deployed via InfoPath designer publish wizarddeployed via InfoPath designer publish wizard

Publish directly to WSS doc lib or create Site Publish directly to WSS doc lib or create Site content type (for use in multiple doc libs)content type (for use in multiple doc libs)

Advanced deployment for adminsAdvanced deployment for adminsCentral administration and managementCentral administration and management

Activate forms on multiple Site CollectionsActivate forms on multiple Site Collections2 step process – upload to server and activate to a 2 step process – upload to server and activate to a Site CollectionSite Collection

Create multiple doc libs based on a form Create multiple doc libs based on a form templatetemplate

Forms containing code or requiring full trustForms containing code or requiring full trustmust be deployed by a farm adminmust be deployed by a farm admin

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New Programming ModelNew Programming ModelNew Object Model in InfoPath “12”New Object Model in InfoPath “12”

Fully Managed (CLR 2.0): No more PIAsFully Managed (CLR 2.0): No more PIAsSystem.Xml: No more MSXMLSystem.Xml: No more MSXMLAuto-upgrade old code, but not everythingAuto-upgrade old code, but not everything

Browser FormsBrowser FormsForms with code must be deployed to the Forms with code must be deployed to the server by an adminserver by an admin Only new managed Object Model is supportedOnly new managed Object Model is supportedCode is scanned for best practices on publishCode is scanned for best practices on publish

Use of member and static variablesUse of member and static variablesUse of System.Forms.Windows namespace (UI will not Use of System.Forms.Windows namespace (UI will not show in browser)show in browser)

Assemblies should be strongly named to Assemblies should be strongly named to avoid conflicts at runtime and for side-by-side avoid conflicts at runtime and for side-by-side versioningversioning

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Deployment and SecurityDeployment and SecurityTrust LevelsTrust Levels

RestrictedRestrictedDeployed via email, no auto-updatesDeployed via email, no auto-updatesNo data connections, no managed codeNo data connections, no managed codeNot applicable for browser formsNot applicable for browser forms

DomainDomainDeployed to SharePoint library, browser formsDeployed to SharePoint library, browser formsConnect to own server only, no code for browser Connect to own server only, no code for browser forms forms Use trusted Data Connection Library for cross-Use trusted Data Connection Library for cross-domain domain

Full TrustFull TrustInstalled, Digitally Signed, or .NET Code GroupInstalled, Digitally Signed, or .NET Code GroupMust be admin-deployed for browser formsMust be admin-deployed for browser formsConnect to any server, managed code in Connect to any server, managed code in browser formsbrowser forms

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Data Connectivity in Data Connectivity in InfoPathInfoPathData model within InfoPath is XML DOMData model within InfoPath is XML DOM

Built-in adapters for external data sourcesBuilt-in adapters for external data sourcesQuery adaptersQuery adapters

ADO, WSS Lists, Web Services, XML FilesADO, WSS Lists, Web Services, XML Files

Submit adapters (Submit adapters (* not supported in browser forms* not supported in browser forms))Web Services, HTTP Post, WSS Doc Lib, Email, ADO*, Web Services, HTTP Post, WSS Doc Lib, Email, ADO*, HwS*HwS*

InfoPath “12” investmentsInfoPath “12” investmentsIntegration with Data Connection LibrariesIntegration with Data Connection Libraries

More authentication protocolsMore authentication protocolsAnnonymous, Basic Auth, Forms-based Auth, Annonymous, Basic Auth, Forms-based Auth, constrained delegation, Kerberos, Single Sign-Onconstrained delegation, Kerberos, Single Sign-On

Design-once for user authenticationDesign-once for user authenticationWeb Service Proxy on Office “12” ServersWeb Service Proxy on Office “12” Servers

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Taking control of Data Taking control of Data ConnectionsConnectionsData Connection LibrariesData Connection Libraries

Introducing Data Connection Libraries…Introducing Data Connection Libraries…Centrally managed library of data connection Centrally managed library of data connection files for use in multiple apps (Infopath, Excel, files for use in multiple apps (Infopath, Excel, Portal…)Portal…)UDC (universal data connector) – an XML based UDC (universal data connector) – an XML based connection configuration fileconnection configuration file

Data Connection info in a form can be Data Connection info in a form can be inline or thru a reference to a UDC fileinline or thru a reference to a UDC fileAdvantages of UDC and DCLAdvantages of UDC and DCL

Modify data connections without updating the Modify data connections without updating the form(s)form(s)Serves as a white list for trusting data Serves as a white list for trusting data connectionsconnections

By default, content approval is turned onBy default, content approval is turned on

Admin control over data connections and server Admin control over data connections and server side authentication hopsside authentication hops

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Using Data Connection Using Data Connection Libraries with FormsLibraries with Forms

Kamaljit BathKamaljit BathLead Program ManagerLead Program ManagerMicrosoft Office InfopathMicrosoft Office Infopath

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Integrating forms Integrating forms into Web sitesinto Web sites

1.1. Opening forms from links in Web pagesOpening forms from links in Web pages

Use an href to an ASPX page Use an href to an ASPX page http://<server>/_layouts/FormServer.aspxhttp://<server>/_layouts/FormServer.aspx

with Query parameters:with Query parameters:XsnLocation - What form to open and from whereXsnLocation - What form to open and from whereXmlLocation - What initial data to useXmlLocation - What initial data to useOpenIn - Open in browser / client / eitherOpenIn - Open in browser / client / eitherSaveLocation - Save Location for dataSaveLocation - Save Location for dataSource - Navigate URL when form is closedSource - Navigate URL when form is closed

http://infopathdemopdc/_layouts/http://infopathdemopdc/_layouts/formserver.aspx?xsnlocation=/formserver.aspx?xsnlocation=/formservertemplates/formservertemplates/loanapplication.xsn&openin=browserloanapplication.xsn&openin=browser

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Integrating forms Integrating forms into Web sitesinto Web sites

2.2. Embedding forms in aspx pagesEmbedding forms in aspx pagesUsing the form controlUsing the form control

Placing other chrome and controls Placing other chrome and controls around the formaround the formDynamically loading formsDynamically loading formsChanging the data in the formChanging the data in the formGetting the data from the formGetting the data from the formAfter the form has been submitted…After the form has been submitted…

ASPX page needs to run on Office “12” ASPX page needs to run on Office “12” server where forms services are server where forms services are availableavailable

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Integrating Infopath Integrating Infopath browser forms in a Web sitebrowser forms in a Web site

Kamaljit BathKamaljit BathLead Program ManagerLead Program ManagerMicrosoft Office InfopathMicrosoft Office Infopath

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Next StepsNext StepsInfoPath “12”InfoPath “12”

Reach more users with better forms Reach more users with better forms Automate data-driven business processesAutomate data-driven business processesRapidly develop and deploy form solutionsRapidly develop and deploy form solutions

Build InfoPath solutionsBuild InfoPath solutionsLabs: OFFHOL05, OFFHOL06Labs: OFFHOL05, OFFHOL06Create InfoPath 2003 forms for a head Create InfoPath 2003 forms for a head startstart

ResourcesResourcesAsk the Experts and Track LoungeAsk the Experts and Track LoungeBlog: Blog: http://blogs.msdn.com/infopathhttp://blogs.msdn.com/infopath

Evaluation forms!Evaluation forms!

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