Microsoft Office SharePoint Portal Server 2007

Introduction to InfoPathForms Services

Daryl L. Rudolph

Agenda

What is InfoPath Forms Services?

Components of an InfoPath Forms Services Solution

Development with InfoPath Forms Services

What is InfoPath Forms Services?

A server technology built on Microsoft Windows SharePoint Services (WWS) 3.0 as an ASP.NET version 2.0 application*

Enables users to fill out Microsoft Office InfoPath 2007 forms by using a Web browser

Provides a central location to store and manage form templates

*Available as a licensed application on top of WSS.

Components of an InfoPath Forms Services Solution

Development and Deployment Scenario #1a

InfoPath Form without managed code• Publish Form to Document Library

– Create request form using InfoPath 2007– Set Form Options for Form Services– Publish Form to Document Library– View/Set Document Library Properties– Create New Request– Edit Existing Request

Development with InfoPath Forms Services

Key SharePoint Concepts• Site Columns and Content Types• SharePoint Features• SharePoint Workflows

What tools are needed?

Development and Deployment: Key Concepts

Site Columns and Content Types

• Reusable data type defined at the site collection or site levelSite Column

• A reusable collection of site columns and behaviors you want to apply to a certain category of content

Content Type

Development and Deployment Scenario #1b

InfoPath Form without managed code• Publish Form to Content Type

– Publish Form to Content Type– View Content Type Properties– Create Forms Library

• Assign Content Type to Library– Create New Request

Development and Deployment: Key Concepts

SharePoint Features

A common framework for distributed deployment of Windows SharePoint Services solutions

A package of SharePoint elements used to accomplish a particular goal or task

Examples of Elements include:· List Templates and Instances· File Modules – ex. ASP.NET page· Site Column Definitions· Content Type Definitions· Event Registrations· Custom Action Definitions· Workflow Definitions

Development and Deployment: Key Concepts

SharePoint Workflows

Uses Windows Workflow Foundation(WWF)

• Association – workflow associated with content type• Initiation – workflow started• Modification – workflow modified• Task Forms – Edit workflow tasks

Workflows can be added to content types

Workflows can start when items of the content type are created or changed

Forms are used to interact with the user during workflow stages.

InfoPath forms can be used for workflow forms

Development and Deployment Scenario #2

InfoPath Forms for SharePoint workflow• Create SharePoint Bus Pass Request Workflow• Create Approval Task (InfoPath) Form• Deploy Workflow• Associate Workflow w/ Buss Pass Content Type• Create Buss Pass Request• Complete Task• Review Outcome

Development and Deployment Scenario #3

InfoPath Form with managed code• Create InfoPath Form Template• Set Form Template Properties• Add Fields and Button Control• Handle Button Click Event with Managed Code• Publish and Deploy Form Template• Fill out form

Development and Deployment Scenario #4InfoPath form hosted in a custom ASP.NET page

• Create custom ASP.NET Page• Add XmlFormView control• Add logic to handle Form Events• Create SharePoint Feature to deploy page• Deploy Page (install and activate feature)• Fill out form hosted in custom page

Development and Deployment: Review4 Common Development and Deployment Scenarios

InfoPath Form without managed code

InfoPath Forms for SharePoint workflow

InfoPath Form with managed code

InfoPath form hosted in a custom ASP.NET page

Development and Deployment :

What tools are needed?

•Windows Server 2003•MOSS 2007 or Forms Server 2007•Microsoft Office InfoPath 2007 – Included with Office Professional Plus 2007 and Office Enterprise 2007

Platform

•.NET Framework 2.0 and 3.0 •Visual Studio 2005 – any version except Express•Visual Studio 2005 Tools for Office (VSTO) Second Edition (SE)•Visual Studio 2005 extensions for .NET Framework 3.0 (Windows Workflow Foundation)•2007 Office Server SDK: Enterprise Content Management Starter Kit

Development

Development and Deployment:

Downloads

•Visual Studio 2005 Extensions for .NET Framework 3.0 (Windows Workflow Foundation)•Microsoft Visual Studio 2005 Tools for the 2007 Microsoft Office System•2007 Office Server SK: Enterprise Content Management Starter Kit

Free

•Microsoft Office SharePoint Server 2007 Trial Version – 180 days•Microsoft Office Enterprise 2007 Trial Version – 60 days

Trial Software

Contact Information

Daryl L. Rudolph

Magenic Technologies

DarylR@Magenic.com