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Introducing InfoPath

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InfoPath: Office System Forms ApplicationFor most people…

They will not necessarily know they are using it.

For solution owners…

It is design tool enabling rapid solution deployment

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Streamline Data CollectionBefore InfoPath With InfoPath

1 event = 4 user inputs• Information silos• Lost productivity• Data entry errors

1 event = 1 user input• Information shared across org• Improved efficiency• Accurate, valid information

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Broad Solutions Applicability

Task & Status Tracking

Formal Workflow

Owner

Process

Dept. & Vertical Workflow

5-10 users Department users Enterprise users

Formal

Ad-hoc

Team Department IT Enterprise IT

• Team Survey• Status Report• Feedback Form• Customer Visit•….

• Asset Mgmt• Customer Service• Engagement Cycle• Patient Triage•…

• Expense Report• HR Accelerator• Account Planning• Funding Request•….

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Form Definition

.XML

SolutionDefinition

(XSF)

Views(XSLT)

Schema(XSD)

Default Data

(XML)

Business Logic

(JS, DLL)

InfoPath Form Template (XSN)

URL or URNin a PI

(ProcessingInstruction)

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Scenario: Engaging And Tracking Projects

Engage

•Initial Customer Engagement

•Estimate Work

•Submit Proposal/SOW

Implement

•Set Weekly Priorities

•Drive Schedule

•Track Progress

Invoice

•Submit Timecard

•Reconcile Budget

•Invoice Customer

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Project Tracker Standalone Architecture

MicrosoftSQL Server

SQLReportingServices

Web Services

SharePoint 2007Dashboard

CustomWeb Parts

InfoPath FormsProject Details

Resources

Customers

Priorities Form

Timecard

SchemaMapper

XML Blob Storage

Shredded Data

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Integration Architecture

InfoPath Forms

MicrosoftSQL Server

SQLReportingServices

Web Services

XML Blob Storage

SchemaMapper

MicrosoftOfficeLive

Employee Directory

Customer Accounts

Business ContactsSOW Form

Timecard Form

OfficeLiveDashboard

(Dataview Web Parts via SOAP)

Projects List

Milestone Summary

Priorities Form

Shredded Data

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Integration Details

Components UsedBusiness Contact Manager ListsSharePoint 2007 Sub-Site PortalSub Site PackagerPassport Authentication

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GotchasPassport Authentication Caching Bug

Causes publish and login issuesNeed to clear the passport cache from the user credentials in Windows to work around

Browser Forms not SupportedThe UI is there in the OfficeLive SharePoint UI but doesn’t do anything

Need to add all the OfficeLive URLs as Local Intranet in Internet Explorer for the InfoPath forms to work properlyCross-Site AuthenticationOfficeLive Business Contact list now uses multi-select for the Groups tagging. Not supported in InfoPath

Can’t filter on contact groups (e.g. just list employees in a dropdown)Workaround was to leverage the fact that each contact is tagged with the company name and so we added a setting to the config for your company name and then filter the employee dropdown on that

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Hosted Services

What it takesGoing from hosted services to Office Live and vise versa is easyInfoPath forms can work in multiple environments with little modification

Benefits to Separately Host InfoPath SolutionsDeep and Rich ReportingFaster performanceDocument Level PermissionsCan still integrate with OfficeLive lists etc.

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Good, Better, Best

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How To Host?

Build your own data centerUse cloud services such as Microsoft Cloud DBQdabra Formsboard provides InfoPath support out of the box

Streamline deploymentSharing forms across the internetOut of the box solutions for immediate useCommunity of InfoPath experts

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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED

OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.