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Office “12” : Server Investments
Better empowerment, TCO and developer productivity
Server-based
spreadsheets plus BI
portals built on SQL
Server Analysis Services
Server-based forms
and workflow with
smart client and
browser interfaces
Business
Intelligence
Business
Processes
Next generation e-mail,
project management,
workflow, blog and
wiki support
Collaboration
Windows
SharePoint
Services
Content
Management
Portal
Enhanced SharePoint
Portal aggregation and
personalization
Search
Integrated document,
records and Web content
management
Great relevance
with rich people and
business data search
Unified ASP.NET 2.0
workspace foundation for
scalability and extensibility
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Microsoft Office “12”
InfoPath Forms Solutions
Reach more users with better forms
Automate data-driven business processes
Rapidly develop and deploy form solutions
Smart Client and Browser
WSS, SQL, ERP,
CRM…
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InfoPath “12” Investments
Reach more users with better forms
Browser enabled InfoPath forms
Offline data connections, New controls, Better printing
Design & Compatibility Checker
Intranet, Extranet, Internet
Automate data-driven business processes
Forms in Outlook, including Property Promotion
Workflow, Archiving, Information Rights Management
Integration with Property Panel & Workflow Tasks
Programmability Pane, Add-Ins
Rapidly develop and deploy form solutions
Common dev platform (OM, Data Connection Library)
ActiveX, Windows Form and ASPX control
Visual Studio Tools for Office, Tools for Applications
Importer/Exporter Framework, Template Parts
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Agenda
Reach more users with better forms
Browser enabled InfoPath forms
Offline data connections, New controls, Better printing
Design & Compatibility Checker
Intranet, Extranet, Internet
Automate data-driven business processes
Forms in Outlook, including Property Promotion
Workflow, Archiving, Information Rights Management
Integration with Property Panel & Workflow Tasks
Programmability Pane, Add-Ins
Rapidly develop and deploy form solutions
Common dev platform (OM, Data Connection Library)
ActiveX, Windows Form and ASPX control
Visual Studio Tools for Office, Tools for Applications
Importer/Exporter Framework, Template Parts
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Introducing Web-Enabled InfoPath
Forms…
Form Services in Office “12” servers
Fill out InfoPath forms with or without the InfoPath client!
Built on top of the WSS platform as an ASP.NET
2.0 application
Rapid development and deployment for reach
Form template administration and management
Cross-browser and cross-platform support
IE 6+, Safari, Netscape, Firefox (latest versions)
Windows, Mac, Linux, Unix
Mobile devices (HTML compatible browsers)
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InfoPath “12” Forms Solutions Topology
Intranet
Extranet / Internet
Browser
Browser
InfoPath Client
(Design Mode)
Office “12” servers
Forms Services
IW : InfoPath Designer
Developer : VS Tools
InfoPath Client
(Edit Mode)
InfoPath Client
(Edit Mode)
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Developing and deploying webenabled InfoPath forms
Kamaljit Bath
Lead Program Manager
Microsoft Office Infopath
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Publish XSN
XSN, XML loaded
Business logic
execution
Replay event log
InfoPath
Designer
ASPX
Generate
WSS
XSN
Download
XSN, XML
Forms
Capabilities
Publishing, Opening, And
Filling In Forms Office “12” servers
Download
Return
updated
script
and
data
array
data array
Postback event
log via XMLHTTP
Take offline as needed
XSN, XML loaded
Business logic
execution
Rendering
Validation
Execute calculations
Execute rules
Editing actions
InfoPath Client
Browser
Generate and render
HTML (using script)
Validation
Execute calculations
Execute rules
Editing actions
(All using script)
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Office “12” servers
Web Service
Server
XSN, XML loaded
Business logic
execution
ASPX
XSN
Forms
Capabilities
Submitting Forms
WSS
Postback event
log via XMLHTTP
Submit
XSN, XML loaded
Business logic
execution
Submit
InfoPath Client
Browser
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Design once
for use in Browser and InfoPath smart client
Server/client design mode
Parity of forms on smart client and browser
Conditional formatting, validation, rules, calculations, form
code (new managed OM), data connections run unchanged
Smart client only features
Offline, custom ActiveX controls, master detail, task pane,
IRM, script based code
Use Design Checker to verify “browser” compatibility
Smart Form invocation
Always open in smart client, if available
Forms in WSS doc libs; links in web pages, email, etc.
Special URL parameters to force opening in browser
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Deploying forms to server
Simple deployment for end users
Forms with no code (declarative logic only) deployed
via InfoPath designer publish wizard
Publish directly to WSS doc lib or create Site content
type (for use in multiple doc libs)
Advanced deployment for admins
Central administration and management
Activate forms on multiple Site Collections
2 step process – upload to server and activate to a Site
Collection
Create multiple doc libs based on a form template
Forms containing code or requiring full trust
must be deployed by a farm admin
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New Programming Model
New Object Model in InfoPath “12”
Fully Managed (CLR 2.0): No more PIAs
System.Xml: No more MSXML
Auto-upgrade old code, but not everything
Browser Forms
Forms with code must be deployed to the server by an
admin
Only new managed Object Model is supported
Code is scanned for best practices on publish
Use of member and static variables
Use of System.Forms.Windows namespace (UI will not show
in browser)
Assemblies should be strongly named to avoid
conflicts at runtime and for side-by-side versioning
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Deployment and Security
Trust Levels
Restricted
Deployed via email, no auto-updates
No data connections, no managed code
Not applicable for browser forms
Domain
Deployed to SharePoint library, browser forms
Connect to own server only, no code for browser forms
Use trusted Data Connection Library for cross-domain
Full Trust
Installed, Digitally Signed, or .NET Code Group
Must be admin-deployed for browser forms
Connect to any server, managed code in browser
forms
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Data Connectivity in InfoPath
Data model within InfoPath is XML DOM
Built-in adapters for external data sources
Query adapters
ADO, WSS Lists, Web Services, XML Files
Submit adapters (* not supported in browser forms)
Web Services, HTTP Post, WSS Doc Lib, Email, ADO*, HwS*
InfoPath “12” investments
Integration with Data Connection Libraries
More authentication protocols
Annonymous, Basic Auth, Forms-based Auth, constrained
delegation, Kerberos, Single Sign-On
Design-once for user authentication
Web Service Proxy on Office “12” Servers
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Taking control of Data Connections
Data Connection Libraries
Introducing Data Connection Libraries…
Centrally managed library of data connection files for
use in multiple apps (Infopath, Excel, Portal…)
UDC (universal data connector) – an XML based
connection configuration file
Data Connection info in a form can be inline or
thru a reference to a UDC file
Advantages of UDC and DCL
Modify data connections without updating the form(s)
Serves as a white list for trusting data connections
By default, content approval is turned on
Admin control over data connections and server side
authentication hops
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Using Data Connection
Libraries with Forms
Kamaljit Bath
Lead Program Manager
Microsoft Office Infopath
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Integrating forms
into Web sites
1. Opening forms from links in Web pages
Use an href to an ASPX page
http://<server>/_layouts/FormServer.aspx
with Query parameters:
XsnLocation - What form to open and from where
XmlLocation - What initial data to use
OpenIn - Open in browser / client / either
SaveLocation - Save Location for data
Source - Navigate URL when form is closed
http://infopathdemopdc/_layouts/formserver.aspx?x
snlocation=/formservertemplates/loanapplicatio
n.xsn&openin=browser
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Integrating forms
into Web sites
2. Embedding forms in aspx pages
Using the form control
Placing other chrome and controls around
the form
Dynamically loading forms
Changing the data in the form
Getting the data from the form
After the form has been submitted…
ASPX page needs to run on Office “12”
server where forms services are available
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Integrating Infopath browser
forms in a Web site
Kamaljit Bath
Lead Program Manager
Microsoft Office Infopath
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Next Steps
InfoPath “12”
Reach more users with better forms
Automate data-driven business processes
Rapidly develop and deploy form solutions
Build InfoPath solutions
Labs: OFFHOL05, OFFHOL06
Create InfoPath 2003 forms for a head start
Resources
Ask the Experts and Track Lounge
Blog: http://blogs.msdn.com/infopath
Evaluation forms!
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This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.