Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath...

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Welcome to the Minnesota SharePoint User Group

Transcript of Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath...

Page 1: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Welcome to the Minnesota SharePoint

User Group

Page 2: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Quick Intro

• Announcements

• SharePoint and InfoPath

• Quick demo of InfoPath

• What is InfoPath?

• How does InfoPath integrate with SharePoint?

• Leveraging Web Services with InfoPath

• Extending InfoPath with Workflow

• Examples of InfoPath solutions / Common Scenarios

• Q & A

• Giveaway

Agenda

Page 3: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

Page 4: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Build a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies

• Transfer knowledge within the community

• Communicate best practices

• Introduce new products / solutions

User Group Goal / Objectives

Page 5: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Website for user group

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

www.sharepointmn.com

www.sharepointmn.com

Page 6: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Next Meeting

• November 9th TBD 9:00 AM to 11:00 AM

• Microsoft’s Bloomington Office

• Topic: Groove

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:00 am

• Microsoft’s Bloomington Office

Upcoming Schedule

Page 7: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

InfoPath and SharePoint

Page 8: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

DemoBasic Expense Report Form

Page 9: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Digital Form Tool

• Newest Member of Microsoft Office

• Natively supports XML

• Allows digital data capture

• Flexible and Dynamic

• Multiple Submission Options

What is InfoPath?

Page 10: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Form Design – Designer builds form

• Form is published – Form is published to a location where users will ultimately go to fill out the form

• Users fill out form – Users will navigate to the published location and fill out the form and submit it

Typical InfoPath LifecycleForm is Designed

Form is Published

Users Fill Out Form

Page 11: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Five primary design tasks

• Task pane provides visibility into tasks

• Each task pane expands to display functionality

• Layout

• Controls

• Data Source

• Views

• Publish Form

InfoPath Design Tasks

Page 12: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• User establishes the overall layout of the form

• Based on a table design approach similar to of Word and HTML tables

• Layout task pane provides numerous styles including custom table

• Tables can be nested within one another

InfoPath Design Task: Layout

Page 13: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Broad control library with many built-in controls

• Familiar interface for those with Access experience

• Drag and drop design interface

• Form designer

• Powerful capabilities such as optional and repeating sections

• Ability to add custom controls

InfoPath Design Task: Controls

Page 14: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Defines the data sources for the form

• Defines the data as XML

• Allows data to be established in hierarchical fashion

• Multiple data sources can be established in a form

• User can define a data source schema before hand and design the form based on the structure

• User can drag and drop data source fields and controls will automatically be created as defined by the type

InfoPath Design Task: Data Source

Page 15: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Can display the same data in a different way on the form

• Multiple views can be created of the form

InfoPath Design Task: Views

Page 16: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Demo“Under the Hood”

of the Expense Report form

Page 17: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• SharePoint Form Library is designed for InfoPath

• InfoPath can publish data that has been submitted into the form as columns in a form library

• SharePoint makes a great location for users to fill out forms

• InfoPath can make use of information from SharePoint in controls such as drop down lists, list boxes

InfoPath Integration w/ SharePoint

Page 18: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Form Libraries are a special kind of document library

• Same things that can be done in a document library can be done in a form library

• Alerts

• Events

• Versions

• Individual columns from form can be published to display in list view of library

What is a SharePoint Form Library?

Page 19: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Primary Design Task

• Multiple options for publish destination

• SharePoint Form Library

• Shared Folder

• Web Server

Publishing an InfoPath form to SharePoint

Page 20: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Create new form library

or

• Modify an existing one

Publishing an InfoPath form to SharePoint (cont)

Page 21: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Pick a location of a SharePoint site

• SharePoint Portal Server or Windows SharePoint Services

Publishing an InfoPath form to SharePoint (cont)

Page 22: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Choose a name of the form library

• This will create a form library in your destination SharePoint site

Publishing an InfoPath form to SharePoint (cont)

Page 23: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Publish columns to SharePoint

• Multiple columns can be published

• These show up in the form library

Publishing an InfoPath form to SharePoint (cont)

Page 24: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Optionally notify users via email directly to form

• Finishing the wizard creates the Form Library and assigns the InfoPath form template to it

Publishing an InfoPath form to SharePoint (cont)

Page 25: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• InfoPath form template is bound to this library

• Submitted InfoPath forms will be stored as XML in the form library

• Published columns show up in the library

SharePoint Form Library

Page 26: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Step 1 – Basic InfoPath Expense Report form that highlights the core principles of InfoPath and highlights the integration with SharePoint.

• Step 2 – Building on the basic InfoPath form in step 1, adds ability to connect to multiple sources of data including web services including CRM and Mapping data.

• Step 3 – Taking the form in Step 2 a little bit further by discussing workflow options and leveraging a 3rd party workflow tool to extend InfoPath and SharePoint by allowing the expense report to be routed to a manager for approval.

Our Example: “The Expense Report”

Page 27: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

DemoPublishing an

InfoPath form to SharePoint

Page 28: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• InfoPath controls can be connected to SharePoint Lists

• Drop Down List Box

• List Box

• Allows users to leverage info on SharePoint without having to create a database

• Information can be filtered from list

Leveraging Data in a SharePoint List in InfoPath

Page 29: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Right clicking on the drop down and selecting properties

• Select look up values in

• Database

• Web Service

• SharePoint Library or List

Connecting an InfoPath Drop Down to SharePoint

Page 30: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Adding a connection to data

• Select look up values in:

• XML Document

• Database

• Web Service

• SharePoint Library or List

Connecting an InfoPath Drop Down to SharePoint

Page 31: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• SharePoint Site Details

• Connect to a site (list or library) via URL

Connecting an InfoPath Drop Down to SharePoint

Page 32: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• If connecting to site, lists / libraries are displayed

• Select which library / list contains the values

Connecting an InfoPath Drop Down to SharePoint

Page 33: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Selecting fields to choose from

• Check which fields will be available in the drop down

Connecting an InfoPath Drop Down to SharePoint

Page 34: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Name the connection to the SharePoint data

• Data can be retrieved when form is opened or based on a button action

Connecting an InfoPath Drop Down to SharePoint

Page 35: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Select the field to display

• Can select a different Value and Display name

Connecting an InfoPath Drop Down to SharePoint

Page 36: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

DemoConnecting InfoPath to

SharePoint Data

Page 37: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Submit

• Database – Only available when creating a Form

• Web Service

• Sharepoint Library/XML File

• Email Message

• Receive

• Database

• Web Service

• XML File

• Sharepoint List

Secondary Data Connections

Page 38: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Identity Service

SharepointList

InfoPath

Demo: Making the Form User Aware

• Custom Identity Web Service

• Determines Current User

• Retrieves Manager

• Company Specific Customizations

Page 39: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Perform Actions on a Control

• Change Visibility

• Modify Style and Fonts

Conditional Formatting

Page 40: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Allow simple calculations

• Created in a dialog box

• Commonly used functions

• Avg

• Min

• Max

• Sum

Functions

Page 41: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Verify Correct Data

• Uses same functionality as Validation

• Can set different controls

• Control Can have many Rules

Rules

Page 42: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Mileage Rate Identity Service

SharepointList

InfoPath

Demo: Getting the Mileage Rate

• Conditional Formatting

• Optional Sections

• Lookup Values

• Functions

Page 43: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Verify Correct Data

• Compound expressions together

• Gives Detail on Validation error

• Won’t allow submission

Validation

Page 44: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Mapping Service

CRM Accounts Mileage Rates

Identity Service

SharepointList

InfoPath

Demo: Calculating Mileage

• Validation

• Code Behind

• Manually Calling Web Service

• Accessing the DOM

Page 45: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Workflow Options

Page 46: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Most organizations want to go beyond just filling out the form

• Most organizations want to automate the process once a user has completed a form

• Multiple Options

• SharePoint Alerts

• Custom coding

• 3rd party workflow tool

• BizTalk

InfoPath and Workflow

Page 47: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• InfoPath can submit via email

• Great for sending info to a particular user

• Leverage SharePoint alerts on a Form Library when forms are submitted

• Automatically sends emails to those that have created alerts on that library

Basic Workflow using InfoPath and SharePoint

Page 48: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• InfoPath forms can be submitted to Form Library

• Form Library has document library events associated to it

• Cancel Check Out

• Check In

• Check Out

• Copy

• Delete

• Insert

• Move / Rename

• Update

• User submits form to Form Library and .NET code runs to process form and execute code

Leveraging .NET to Extend SharePoint

Page 49: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Multiple vendors have products

• Most integrate directly with InfoPath and SharePoint

• K2

• Captaris Teamplate

• Skelta

• Ascentn

3rd Party Products for Workflow

Page 50: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

SharePoint Workflow Options – Pros / Cons

Pros Cons

Out of the Box (Alerts / Email)

Quick

Power user can setup

Limited functionality

Custom .NET Blank slate

Customizable

Slower development timeline

Code reuse

Lack of monitoring

Costly

3rd Party Products

Flexible

Rapid development

Technical support

Process visibility

Costly

Page 51: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

DemoLeveraging 3rd Party Workflow Tool K2 to Automate Workflow

Page 52: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Time cards

• Performance reviews

• Collaborative budgeting

• Status reports

• Service requests

• Recruiting

• New project initiation

• New hires / terminations

• Clinical forms

Examples of InfoPath at Work

Page 53: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Tie into objectives

• Provide help to user regarding rating guidelines

• Schedule appointments

Performance Review

Page 54: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Collaborate on multiple projects

• All users can fill in their data for estimates

Collaborative Budgeting

Page 55: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Sales team fills in reports

• Sales Managers get visibility into activities

Sales Activity Tracking

Page 56: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Coordinate and schedule service

• Leverage data from multiple systems

Service Request

Page 57: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Patient tracking through Ed

• Collect all vitals

• Submit to backend systems

Emergency Department Tracking

Page 58: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Leverage Tablet PC

• Easily document with ink and images

• Offline user

Insurance Claim Adjuster

Page 59: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

• Good Starting Point

• Demonstrates Features

Sample Forms

Page 60: Welcome to the Minnesota SharePoint User Group. Quick Intro Announcements SharePoint and InfoPath Quick demo of InfoPath What is InfoPath? How does InfoPath.

Q & A