Introduction To Form Services In Mos22007 Csug

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Introduction To Form Services In Mos22007 Csug

  1. 1. Microsoft Office SharePoint Portal Server 2007Introduction to InfoPathForms ServicesDaryl L. Rudolph
  2. 2. AgendaWhat is InfoPath Forms Services?Components of an InfoPath FormsServices SolutionDevelopment with InfoPath FormsServices
  3. 3. What is InfoPath Forms Services? A server technology built on Microsoft Windows SharePoint Services (WWS) 3.0 as an ASP.NET version 2.0 application* Enables users to fill out Microsoft Office InfoPath 2007 forms by using a Web browser Provides a central location to store and manage form templates *Available as a licensed application on top of WSS.
  4. 4. Components of an InfoPath FormsServices Solution
  5. 5. Development and Deployment Scenario #1aInfoPath Form without managed code • Publish Form to Document Library – Create request form using InfoPath 2007 – Set Form Options for Form Services – Publish Form to Document Library – View/Set Document Library Properties – Create New Request – Edit Existing Request
  6. 6. Development with InfoPath Forms Services Key SharePoint Concepts • Site Columns and Content Types • SharePoint Features • SharePoint Workflows What tools are needed?
  7. 7. Development and Deployment: Key ConceptsSite Columns and Content Types • Reusable data type defined at the site Site Column collection or site level • A reusable collection of site columns and Content Type behaviors you want to apply to a certain category of content
  8. 8. Development and Deployment Scenario #1bInfoPath Form without managed code • Publish Form to Content Type – Publish Form to Content Type – View Content Type Properties – Create Forms Library • Assign Content Type to Library – Create New Request
  9. 9. Development and Deployment: Key ConceptsSharePoint FeaturesA common framework for distributed deployment ofWindows SharePoint Services solutionsA package of SharePoint elements used to accomplisha particular goal or task Examples of Elements include: · List Templates and Instances · File Modules – ex. ASP.NET page · Site Column Definitions · Content Type Definitions · Event Registrations · Custom Action Definitions · Workflow Definitions
  10. 10. Development and Deployment: Key ConceptsSharePoint Workflows Uses Windows Workflow Foundation(WWF) Workflows can be added to content types Workflows can start when items of the content type are created or changed Forms are used to interact with the user during workflow stages. • Association – workflow associated with content type • Initiation – workflow started • Modification – workflow modified • Task Forms – Edit workflow tasks InfoPath forms can be used for workflow forms
  11. 11. Development and Deployment Scenario #2InfoPath Forms for SharePoint workflow • Create SharePoint Bus Pass Request Workflow • Create Approval Task (InfoPath) Form • Deploy Workflow • Associate Workflow w/ Buss Pass Content Type • Create Buss Pass Request • Complete Task • Review Outcome
  12. 12. Development and Deployment Scenario #3InfoPath Form with managed code • Create InfoPath Form Template • Set Form Template Properties • Add Fields and Button Control • Handle Button Click Event with Managed Code • Publish and Deploy Form Template • Fill out form
  13. 13. Development and Deployment Scenario #4InfoPath form hosted in a custom ASP.NET page • Create custom ASP.NET Page • Add XmlFormView control • Add logic to handle Form Events • Create SharePoint Feature to deploy page • Deploy Page (install and activate feature) • Fill out form hosted in custom page
  14. 14. Development and Deployment: Review4 Common Development and Deployment Scenarios InfoPath Form without managed code InfoPath Forms for SharePoint workflow InfoPath Form with managed code InfoPath form hosted in a custom ASP.NET page
  15. 15. Development and Deployment :What tools are needed? • Windows Server 2003 • MOSS 2007 or Forms Server 2007 Platform • Microsoft Office InfoPath 2007 – Included with Office Professional Plus 2007 and Office Enterprise 2007 • .NET Framework 2.0 and 3.0 • Visual Studio 2005 – any version except Express • Visual Studio 2005 Tools for Office (VSTO) Second Edition (SE) Development • Visual Studio 2005 extensions for .NET Framework 3.0 (Windows Workflow Foundation) • 2007 Office Server SDK: Enterprise Content Management Starter Kit
  16. 16. Development and Deployment:Downloads • Visual Studio 2005 Extensions for .NET Framework 3.0 (Windows Workflow Foundation) Free • Microsoft Visual Studio 2005 Tools for the 2007 Microsoft Office System • 2007 Office Server SK: Enterprise Content Management Starter Kit Trial • Microsoft Office SharePoint Server 2007 Trial Version – 180 days • Microsoft Office Enterprise 2007 Trial Version – 60 Software days
  17. 17. Contact Information Daryl L. Rudolph Magenic Technologies DarylR@Magenic.com

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