OFC312Developing Microsoft Office InfoPath 2003 Solutions: Technical Drilldown Part 2

Tudor Toma

Group Program Manager

Office

Microsoft Corporation

Customer challenges

inefficient data gathering process

Custom data gathering solutions can be expensive

Data is hard to reuse across business processes

Addressed by InfoPath

User-friendly environment for entering data

Easy and rapid design of rich “forms”

Built natively on top of XML

InfoPath 2003 Vision

““Enable information workers toEnable information workers toeasily gather and re-use information easily gather and re-use information

as part of a business process.”as part of a business process.”

Today’s Topics

InfoPath 2003 Platform ServicesForm Templates

Business Logic

Data Interoperability

Developer Support

Customer Scenarios

InfoPath 2003 Platform Services

DesignDesignModeMode

SQLSQLServerServer

.XML.XMLFilesFiles

XMLXML

BusinessBusinessLogicLogic

HTMLHTMLviewview

InfoPathInfoPath

SampleSampleFormForm

XSLTXSLT

Edit ModeEdit Mode

WebWebServicesServices

Developer SupportDeveloper Support

Data InteroperabilityData Interoperability

Business LogicBusiness Logic

Editing ServicesEditing Services

Form TemplatesForm Templates

SDKSDK

Today’s Topics

InfoPath 2003 Platform Services Form Templates

Business Logic

Data Interoperability

Developer Support

Customer Scenarios

Form Definition

.XML.XML

SolutionSolutionDefinitionDefinition

(XSF)(XSF)

ViewsViews(XSLT)(XSLT)

SchemaSchema(XSD)(XSD)

Default Default DataData

(XML)(XML)

Business Business LogicLogic

(JS, DLL)(JS, DLL)

InfoPath Form Template (XSN)InfoPath Form Template (XSN)

URL or URNURL or URN

Form Template Deployment

SandboxedCached for offline

Automatically updated

Sandboxing for high security

URL-based

TrustedDeveloper packages and deploys (.exe, .msi, etc.)

Full system access

URN-based

HTTPHTTP ServerServer

Cached thenCached thenAuto-updatedAuto-updated

OpenOpen

URLURL

InstalledInstalled(MSI, EXE)(MSI, EXE)

OpenOpen

URNURN

.XML.XML

InfoPathInfoPath InfoPathInfoPath

IT AdminIT Admin

.XSN.XSN.XSN.XSN

.XML.XML

Form Deployment

Sandboxed Forms

Trusted Forms

demodemo

Today’s Topics

InfoPath 2003 Platform Services Form Templates Business Logic

Data Interoperability

Developer Support

Customer Scenarios

Programmability Infrastructure

OpenOpen EditEdit SubmitSubmit CloseClose

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ScriptScript

XDocument XDocument lifecyclelifecycle

EventsEvents

EventEventhandlershandlers

Data ValidationScript-based: DOM Editing Events

ROOTROOT

itemsitemsTotalsTotals

itemitemitemitem

totaltotal unitPriceunitPrice soldsold

Bubbling traceBubbling trace

Updated nodeUpdated node

Xml TreeXml Tree

Editing eventsEditing events

iitem::Ontem::OnValidateValidate()()

iitem::OnAfterChange()tem::OnAfterChange()

iitem::Ontem::OnBeforeBeforeChange()Change()

DataDOM EventDataDOM Event

Site Site = item= itemSource Source = sold= soldOperation Operation = Update= UpdateOldValueOldValueNewValueNewValueReportErrorReportErrorReturnStatusReturnStatusReturnMessageReturnMessage

InfoPath 2003 OM Diagram

WindowsWindows XDocumentsXDocuments

XDocumentXDocument

ApplicationApplication

ViewView

WindowWindow

DataObjectsDataObjects

ErrorsErrors

SolutionSolution

TaskPanesTaskPanes

CommandBarsCommandBars

MailEnvelopeMailEnvelope

Application lifecycleApplication lifecycle

XDocument lifecycleXDocument lifecycle

Today’s Topics

InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability

Developer Support

Customer Scenarios

Oracle, Oracle, DB2, …DB2, …

SAP, SAP, PeopleSoft, PeopleSoft,

Siebel,…Siebel,…

Data Interoperability

InfoPathInfoPath

BizTalkBizTalk

IISIIS

SQLSQL

WSS*WSS*XMLHTTPSOAPWSDLUDDI

.XML.XML

SQLSQLServerServerAccessAccess

XMLXML

SubmitSubmit

WSSWSS

(ADO)(ADO)

SubmitSubmit

SaveSave

SendSend

Data Interoperability

Data Aggregation

Send as e-mail

Front-end to and existing database

demodemo

Secondary Data Sources

XSL-TXSL-T

Secondary DOMSecondary DOMXMLXML

Primary DOMPrimary DOM

DatabaseDatabase XSL/TXSL/T

XSL/TXSL/T

Web Services Integration

ScenariosDesign a InfoPath form as a front end to a Web Service

Bind a control in an InfoPath form to lookup data from a Web Service call

Design mode supportUDDI-based search for Web Services

Generate schema based on selected Web Service call

Runtime supportAutomatically generate SOAP calls for getting/submitting data

Limited OM access to Web Service call parameters

Customizable submit for advanced scenarios

Secondary Data Sources

Using a data source for dropdown

Scripting to secondary data sources in the business logic

demodemo

Today’s Topics

InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support

Customer Scenarios

Developer Support

SDK samplesHello samples (on the beta CD)

Data validation

Events

Context-driven editing

Other resourcesInfoPath Developers Center Web site

More End2End samples

Simple support tools

Whitepapers, best practices, how-tos, …

End2End samplesCLR

ADO connection (SQL Server)

Data submission

Hello WebService

Lookup info

Today’s Topics

InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support Customer Scenarios

Scenarios – Team Collaboration

FeaturesInitiated and owned by a teamBuilt by an information worker (no IT support)Layout-driven schema definitionUses a SharePoint form library

Examples:Status reportCustomer visitsDesign Change Requests (DCR)

Value-addEasy to build ad-hoc data solutions for teamSimple deployment and updatesSearch and aggregation of documentsAd-hoc collaboration in email

Scenarios – Department ITFeatures

Initiated and owned by a teamBuilt by team developers using IT servicesData is stored in a database (SQL Server)Schema definition comes from the databaseUses look-up data and simple workflowCalls IT services for user identity, cost center (uddi)

Examples:Bug reportingMarketing researchAsset tracking

Value-addAccess to enterprise data in the formBetter data processingMake team data available to the enterprise

Scenarios – IT ApplicationsFeatures

Initiated, developed and owned by ITData is stored and processed by backend systemsUse enterprise or industry schemasRich forms: multiple views, business logic, user identity

Examples:Purchase orderBenefits formsSuppliers surveyHealth insurance claims

Value-addConnect users with end-to-end enterprise solutionExchange data with external partnersUpload valid data into enterprise back-endsWorks offline and offloads enterprise servers

Today’s Topics

InfoPath 2003 Platform Services Form Templates Business Logic Data Interoperability Developer Support Customer Scenarios

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

Suggested Reading And Resources

The tools you need to put technology to work!The tools you need to put technology to work!

TITLETITLE AvailableAvailable

Microsoft® Office 2003 Resource Microsoft® Office 2003 Resource Kit: 0-7356-1880-1Kit: 0-7356-1880-1 9/24/039/24/03

Microsoft Press books are 20% off at the TechEd Bookstore

Also buy any TWO Microsoft Press books and get a FREE T-Shirt

evaluationsevaluations

Appendix…Appendix…

Office 11 Is the Premier “Smart Client” for XML Web Services

Data AnalysisData Analysis Tabular, largely Tabular, largely

numerical data for numerical data for calculations and calculations and analysis analysis

Data best presented Data best presented in a gridin a grid

Content AuthoringContent Authoring Large areas of text or Large areas of text or

mixed contentmixed content Flexible layout and Flexible layout and

formatting with XML formatting with XML markupmarkup

Reporting & StoringReporting & Storing Numerical or textual Numerical or textual

fieldsfields Relational tables in Relational tables in

databasesdatabases

Information GatheringInformation Gathering Highly structured, Highly structured,

grouped informationgrouped information Form-like with few Form-like with few

paragraphs of paragraphs of formatted textformatted text

AccessAccessExcelExcel

WordWord InfoPathInfoPath FrontPageFrontPage

Data Driven Web SitesData Driven Web Sites Tabular or hierarchical Tabular or hierarchical

data inserted into web data inserted into web pages pages

Expanded data reachExpanded data reach

© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.