The Trials of Supporting End Users with SharePoint InfoPath forms

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The Trials of Supporting End Users with SharePoint InfoPath forms

InfoPath is one of the most popular products used in business to derive added value from SharePoint. Jon presents a real world view of how InfoPath is used within a local major business, the promise, the challenges, and how best to manage it all. Topics include end user support, governance, and upgrade challenges.

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The Trials of Supporting End Users with SharePoint InfoPath forms

  1. 1. InfoPath- an introduction to InfoPath- Challenges supporting InfoPath
  2. 2. Who is presenting today2 Jon Vicary Experience Since 2008 SharePoint 2003 SharePoint 2007 SharePoint 2010 Governance User Adoption Change management
  3. 3. Quick QuestionWho has no idea what InfoPath is?Who has filled out an InfoPath form?Who has created a form?Basic form?Complex form?Who supports end users with InfoPath?In one word what do your end users think ofInfoPath?3
  4. 4. Agenda41. Introducing InfoPath2. The challenge of supporting InfoPath3. Questions and answers4. Questions and answers5. Using controls to collect data6. Browser forms7. Finishing and publishing the form
  5. 5. Agenda51. Introducing InfoPath2. The basics of template creation3. Data sources4. Formatting a template5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- What can InfoPath do for you- What can form creators do with InfoPath- Understanding the different InfoPath programs
  6. 6. Introducing InfoPathWhat you can do with InfoPath6Fill out the form InfoPath filler Browser (Internet Explorer)
  7. 7. Introducing InfoPathWhat you can do with InfoPath7Fill out the form InfoPath filler Browser (Internet Explorer)Submit the form By email To a SharePoint list / library To a database
  8. 8. Introducing InfoPathWhat you can do with InfoPath8Fill out the form InfoPath filler Browser (Internet Explorer)Submit the form By email To a SharePoint list / library To a databaseAggregate and view from details SharePoint
  9. 9. Agenda91. Introducing InfoPath2. The basics of template creation3. Data sources4. Formatting a template5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- What can InfoPath do for you- What can form creators do with InfoPath- Understanding the different InfoPath programs
  10. 10. Introducing InfoPathWhat can form creators do with InfoPath10
  11. 11. Introducing InfoPathWhat can form creators do with InfoPath11
  12. 12. Introducing InfoPathWhat can form creators do with InfoPath12
  13. 13. Introducing InfoPathWhat can form creators do with InfoPath13
  14. 14. Introducing InfoPathWhat can form creators do with InfoPath14
  15. 15. Introducing InfoPathWhat can form creators do with InfoPath15
  16. 16. Introducing InfoPathWhat can form creators do with InfoPath16
  17. 17. Introducing InfoPathTypes of InfoPath forms17Browser
  18. 18. Introducing InfoPathTypes of InfoPath forms18BrowserSharePoint Server
  19. 19. Introducing InfoPathTypes of InfoPath forms19BrowserSharePoint ServerSharePointlibrary
  20. 20. Introducing InfoPathTypes of InfoPath forms20BrowserSharePoint ServerSharePointlibrarySharePointlist
  21. 21. Introducing InfoPathTypes of InfoPath forms21BrowserSharePoint ServerSharePointlibrarySharePointlistInfoPathweb part
  22. 22. Introducing InfoPathTypes of InfoPath forms22Browser FillerSharePoint ServerSharePointlibrarySharePointlistInfoPathweb part
  23. 23. Introducing InfoPathTypes of InfoPath forms23Browser FillerSharePoint Server Email formSharePointlibrarySharePointlistInfoPathweb part
  24. 24. Introducing InfoPathTypes of InfoPath forms24Browser FillerSharePoint Server Email formSharePointlibrarySharePointlistInfoPathweb partNetworkshare
  25. 25. Introducing InfoPathTypes of InfoPath forms25Browser FillerSharePoint Server Email formSharePointlibrarySharePointlistInfoPathweb partNetworkshareEmail tousers
  26. 26. Introducing InfoPathTypes of InfoPath forms26Browser FillerSharePoint Server Email form SharePointSharePointlibrarySharePointlistInfoPathweb partNetworkshareEmail tousers
  27. 27. Introducing InfoPathWhat you can do with InfoPath27 Connect to a wide range of data sources
  28. 28. Introducing InfoPathWhat you can do with InfoPath28 Connect to a wide range of data sources Design themed forms
  29. 29. Introducing InfoPathWhat you can do with InfoPath29 Connect to a wide range of data sources Design themed forms Provide different views
  30. 30. Introducing InfoPathWhat you can do with InfoPath30 Connect to a wide range of data sources Design themed forms Provide different views Use a rich array of tools to capture data
  31. 31. Introducing InfoPathWhat you can do with InfoPath31 Connect to a wide range of data sources Design themed forms Provide different views Use a rich array of tools to capture data Not just a tool to create forms, but a toolto create business solutions
  32. 32. Agenda321. Introducing InfoPath2. The basics of template creation3. Data sources4. Formatting a template5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- What can InfoPath do for you- What can form creators do with InfoPath- Understanding the different InfoPath programs
  33. 33. Introducing InfoPathUnderstanding the different InfoPath programs33InfoPath Filler Client side program Fill in forms
  34. 34. Introducing InfoPathUnderstanding the different InfoPath programs34InfoPath Filler Client side program Fill in formsInfoPath Designer Client side program Design themed forms Provide different views Use a rich array of tools to capture data Not just a tool to create forms, but a toolto create business solutions
  35. 35. Agenda351. Introducing InfoPath2. The challenge of supporting InfoPath3. Business scenarios4. Questions and answers5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- A common SharePoint story- Supporting InfoPath – the options
  36. 36. Agenda361. Introducing InfoPath2. The challenge of supporting InfoPath3. Business scenarios4. Questions and answers5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- A common SharePoint story- Supporting InfoPath – the options
  37. 37. The challenge of supporting InfoPathA common SharePoint storyIn my experience supporting end users with SharePoint, Isee a clear and worrying trend:SharePoint takes you 95% there out-of-the-box. The last 5%requires development to make end users truly satisfied1 2 337
  38. 38. The challenge of supporting InfoPathA common SharePoint storySharePoint Product Marketing:SharePoint can be used to solvebusiness problemsto….SharePoint can be used to almostsolve business problems38Examples Workflows Alert emails Web Parts
  39. 39. Agenda391. Introducing InfoPath2. The challenge of supporting InfoPath3. Business scenarios4. Questions and answers5. Using controls to collect data6. Browser forms7. Finishing and publishing the form- A common SharePoint story- Supporting InfoPath – the options
  40. 40. 40• Switch it offDon’t supportit at all• Let people use it but tell them they are bythemselvesDon’t supportit at all• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Gather requirements and build forms withend usersFullysupportedThe challenge of supporting InfoPathSupporting InfoPath: The options
  41. 41. 41• Switch it offDon’t supportit at all• Let people use it but tell them they are bythemselvesDon’t supportit at all• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Gather requirements and build forms withend usersFullysupportedThe challenge of supporting InfoPathSupporting InfoPath: The optionsADVANTAGES DISADVANTAGES• Eliminates support burden• One less thing for users to learn• Preventing users from creatingdynamic solutions to some oftheir common businesschallenges• Users continue to use Excel /Word which don’t meet theirrequirements• Business functions invest inexpensive standalone solutions
  42. 42. 42• Let people use it but tell them they are bythemselvesDon’t supportit at all• Let people use it but tell them they are bythemselvesDon’t supportit at all• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Gather requirements and build forms withend usersFullysupportedThe challenge of supporting InfoPathSupporting InfoPath: The optionsADVANTAGES DISADVANTAGES• Give access to a create tool• People will use it to findsolutions that make a difference• Users will ask for supportanyway• User frustration will increasewhen IT says no to support• Users may create forms that arenot technically built correctly
  43. 43. 43• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Let people use it but tell them they are bythemselvesDon’t supportit at all• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Gather requirements and build forms withend usersFullysupportedThe challenge of supporting InfoPathSupporting InfoPath: The optionsADVANTAGES DISADVANTAGES• Give access to a create tool• People will use it to findsolutions that make a difference• Users will ask for supportanyway, even for thecomplicated stuff• User frustration will increasewhen IT says no to support• Users may create forms that arenot technically built correctly
  44. 44. 44• Gather requirements and build forms withend usersFullysupported• Let people use it but tell them they are bythemselvesDon’t supportit at all• Support users with basic forms but notcomplex forms that contain business logicSupport itwithin limits• Gather requirements and build forms withend usersFullysupportedThe challenge of supporting InfoPathSupporting InfoPath: The optionsADVANTAGES DISADVANTAGES• Give access to a create tool• Great solutions can be providedto business customers• Perception of IT increases• SharePoint is adopted by morepeople• Can be very costly• IT need to gain skills• IT will need to consider this innext platform migration
  45. 45. Agenda451. Introducing InfoPath2. The challenge of supporting InfoPath3. Questions and answers4. Questions and answers5. Using controls to collect data6. Browser forms7. Finishing and publishing the form
  46. 46. Questions?Thank you!

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