James Akrigg Microsoft Ltd [email protected] Integrating InfoPath Forms Into Workflow Solutions...

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Transcript of James Akrigg Microsoft Ltd [email protected] Integrating InfoPath Forms Into Workflow Solutions...

Page 1: James Akrigg Microsoft Ltd jakrigg@microsoft.com Integrating InfoPath Forms Into Workflow Solutions And Business Processes.
Page 2: James Akrigg Microsoft Ltd jakrigg@microsoft.com Integrating InfoPath Forms Into Workflow Solutions And Business Processes.

James AkriggMicrosoft [email protected]

Integrating InfoPath Integrating InfoPath Forms Into Workflow Forms Into Workflow Solutions And Business Solutions And Business ProcessesProcesses

Page 3: James Akrigg Microsoft Ltd jakrigg@microsoft.com Integrating InfoPath Forms Into Workflow Solutions And Business Processes.

AgendaAgenda

InfoPath

Workflow

InfoPath-SharePoint Integration

Information Rights Management

Connectivity

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InfoPathInfoPath

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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 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

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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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

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WorkflowWorkflow

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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

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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

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InfoPath-SharePoint InfoPath-SharePoint IntegrationIntegrationKey InvestmentsKey Investments

Browser Forms

Form Collaboration and Template Reuse

Workflow

Form Conversion for Archiving

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InfoPath-SharePoint InfoPath-SharePoint Integration Integration Form CollaborationForm Collaboration

Publish to Document Libraries

Property Promotion and Editing

Content types

Multiple content type libraries

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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

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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

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Expense ClaimsExpense ClaimsStep by StepStep by Step

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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

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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

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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

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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

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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

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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

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© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.