#SPSPhilly @PGBhoyar
Presented By: Prashant G Bhoyar
Building Business Solutions
Using InfoPath
23 February 2013
#SPSPhilly @PGBhoyar
Who am I?
#SPSPhilly @PGBhoyar
What Will We Cover Today?
• InfoPath
• InfoPath and SharePoint
• Browser based Forms
• InfoPath Deplo...
#SPSPhilly @PGBhoyar
Why
InfoPath?
#SPSPhilly @PGBhoyar
LessComplexity
Why InfoPath in
SharePoint?
• InfoPath Forms Services
• Browser Support –
Local Instal...
#SPSPhilly @PGBhoyar
LessComplexity
Examples of InfoPath in SharePoint
• Leave System
• Time cards
• Performance reviews
•...
#SPSPhilly @PGBhoyar
InfoPath 2010 Client Based
Technologies
• InfoPath Filler 2010
• Used by End Users to complete the fo...
#SPSPhilly @PGBhoyar
Typical InfoPath Life Cycle
#SPSPhilly @PGBhoyar
LessComplexity
InfoPath Forms in SharePoint
• Standard InfoPath Forms
• Usage Scenario : Users create...
#SPSPhilly @PGBhoyar
LessComplexity
Browser Based Forms
• Users don’t need local installation of InfoPath client
• Any opt...
#SPSPhilly @PGBhoyar
LessComplexity
InfoPath List Forms in SharePoint
• Advantages
• Easy to customize
• Add validations, ...
#SPSPhilly @PGBhoyar
DEMO
#SPSPhilly @PGBhoyar
LessComplexity
InfoPath XSN and XML Files
• XSN or Form Template is collection of several files
packa...
#SPSPhilly @PGBhoyar
LessComplexity
Data Connections
• Sources
• Simple Object Access
Protocol (SOAP) Web
Services
• Repre...
#SPSPhilly @PGBhoyar
LessComplexity
Data Connection Library
• List designed to store data connection files for use in
Info...
#SPSPhilly @PGBhoyar
DEMO
#SPSPhilly @PGBhoyar
LessComplexity
Save and Submit
• Use InfoPath toolbar options Save and Save As
• No control over wher...
#SPSPhilly @PGBhoyar
InfoPath 2010
Forms Data
• Store in form itself
• Open the form to see the info
• Difficult to crawl ...
#SPSPhilly @PGBhoyar
DEMO
#SPSPhilly @PGBhoyar
LessComplexity
InfoPath Forms Web Part
SharePoint
• InfoPath Browsers Forms takes entire screen
area....
#SPSPhilly @PGBhoyar
DEMO
#SPSPhilly @PGBhoyar
InfoPath Deployment
#SPSPhilly @PGBhoyar
InfoPath Deployment
LessComplexity
• Deploying to a Form Library
• InfoPath Designer requires direct ...
#SPSPhilly @PGBhoyar
InfoPath Deployment
Administrator Approved Forms
Templates
• Allows InfoPath form to be reused
throug...
#SPSPhilly @PGBhoyar
InfoPath Deployment
LessComplexity
Deploy with Feature
• XsnFeatureReceiver class in namespace
Micros...
#SPSPhilly @PGBhoyar
DEMO
#SPSPhilly @PGBhoyar
Evaluating
SharePoint Forms
#SPSPhilly @PGBhoyar
#SPSPhilly @PGBhoyar
LessComplexity
Alternatives to InfoPath
Alternative Advantages over InfoPath Disadvantages
over InfoP...
#SPSPhilly @PGBhoyar
LessComplexity
Workflows using InfoPath and
SharePoint
• Use SharePoint Alerts when forms are submitt...
#SPSPhilly @PGBhoyar
LessComplexity
Is InfoPath Right Choice?
• Yes if,
• Forms that must be designed by a non-technical u...
#SPSPhilly @PGBhoyar
References
Appendix/Resources
SharePoint 2010 Enterprise Architect's Guidebook
By: Brian Wilson; Reza...
#SPSPhilly @PGBhoyar
Questions? Feedback? Contact me:
 Twitter: @PGBhoyar
 Blog: http://pgbhoyar.wordpress.com
 Email: ...
#SPSPhilly @PGBhoyar
Thanks To Our Sponsors!
#SPSPhilly @PGBhoyar
SharePoint User Group
• SharePoint
• End Users
• Administrators
• Architects
• Developers
• IT Pros
•...
#SPSPhilly @PGBhoyar
SharePoint Network
• Are you an independent consultant or remote worker
who deals with SharePoint, Of...
Upcoming SlideShare
Loading in …5
×

SPS Philly 2013 - Building Business Solutions Using InfoPath

1,809 views

Published on

Published in: Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
1,809
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
48
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • Please encourage folks to visit the sponsors in the lobby. Everyone should have a sponsor bingo card. If they get initials from each sponsor they can be entered in our drawings to win great prizes, including Kindles, and a Surface RT.
  • This is the local Philly SharePoint user group. We cover a range of topics for all audiences.
  • This is a local group that is just getting started as an adjunct to the user group. As the slide says, it is a support and social group for independent and remote workers in the Philly area. More information is available on the website.
  • SPS Philly 2013 - Building Business Solutions Using InfoPath

    1. 1. #SPSPhilly @PGBhoyar Presented By: Prashant G Bhoyar Building Business Solutions Using InfoPath 23 February 2013
    2. 2. #SPSPhilly @PGBhoyar Who am I?
    3. 3. #SPSPhilly @PGBhoyar What Will We Cover Today? • InfoPath • InfoPath and SharePoint • Browser based Forms • InfoPath Deployment • Limitations of InfoPath
    4. 4. #SPSPhilly @PGBhoyar Why InfoPath?
    5. 5. #SPSPhilly @PGBhoyar LessComplexity Why InfoPath in SharePoint? • InfoPath Forms Services • Browser Support – Local Installation is not required • Easy to create • Out of the Box Validation, Rules, Calculations, Logic, Formatting
    6. 6. #SPSPhilly @PGBhoyar LessComplexity Examples of InfoPath in SharePoint • Leave System • Time cards • Performance reviews • Collaborative budgeting • Status reports • Service requests • Recruiting • New project initiation • New hires / terminations
    7. 7. #SPSPhilly @PGBhoyar InfoPath 2010 Client Based Technologies • InfoPath Filler 2010 • Used by End Users to complete the forms or “fill it in” • Can’t be use to design form templates • Need InfoPath client to use • InfoPath Designer 2010 • Used by Designers to design and publish form templates
    8. 8. #SPSPhilly @PGBhoyar Typical InfoPath Life Cycle
    9. 9. #SPSPhilly @PGBhoyar LessComplexity InfoPath Forms in SharePoint • Standard InfoPath Forms • Usage Scenario : Users create new form, fill the information and promote certain fields to forms library (Property Promotion) • List Forms • Upgrade the List associated forms to InfoPath forms. (add InfoPath capabilities of formatting, rules, logic, calculations, and so on).
    10. 10. #SPSPhilly @PGBhoyar LessComplexity Browser Based Forms • Users don’t need local installation of InfoPath client • Any options that cannot be rendered in a browser is hidden. For Example (Spell-Check, The Vertical Label, Ink Picture, Signature Line, Scrolling). Full list can be found here http://office.microsoft.com/en-gb/infopath-help/infopath-2010-features- unavailable-in-web-browser-forms-HA101732796.aspx • Available only with Enterprise Client Access License (eCAL) for SharePoint. Not available in SharePoint Foundation or SharePoint Standard Server
    11. 11. #SPSPhilly @PGBhoyar LessComplexity InfoPath List Forms in SharePoint • Advantages • Easy to customize • Add validations, rules • Drawbacks • SharePoint adds additional information to list and content type like hidden fields, absolute urls • Deployment to other site collection, Web Application and Farms • Resolution: Save list as template (.stp) and deploy
    12. 12. #SPSPhilly @PGBhoyar DEMO
    13. 13. #SPSPhilly @PGBhoyar LessComplexity InfoPath XSN and XML Files • XSN or Form Template is collection of several files packaged into a cabinet (.cab) file • Forms are stored in SharePoint in the form of XML files • Inherits core SharePoint functionalities (Versions, Recycle Bin etc.)
    14. 14. #SPSPhilly @PGBhoyar LessComplexity Data Connections • Sources • Simple Object Access Protocol (SOAP) Web Services • Representational State Transfer (REST) Web Services • SharePoint lists • Database • XML file
    15. 15. #SPSPhilly @PGBhoyar LessComplexity Data Connection Library • List designed to store data connection files for use in InfoPath • Details of system to which the form connects are not hard- coded into the form • If connection details change, only the data connection must be updated. This avoids needing to update and redeploy the form • Data connection details are not stored in the form itself
    16. 16. #SPSPhilly @PGBhoyar DEMO
    17. 17. #SPSPhilly @PGBhoyar LessComplexity Save and Submit • Use InfoPath toolbar options Save and Save As • No control over where the forms get saved, or what filenames are used. • Custom Submit Button • Email • Web Service • Hosting Env • Web Server • Data Connection • SharePoint Document Library
    18. 18. #SPSPhilly @PGBhoyar InfoPath 2010 Forms Data • Store in form itself • Open the form to see the info • Difficult to crawl the information • Publish in Library/List – “Property Promotion” • Create list views • Can be used by other Workflows • Used as look up field • Search
    19. 19. #SPSPhilly @PGBhoyar DEMO
    20. 20. #SPSPhilly @PGBhoyar LessComplexity InfoPath Forms Web Part SharePoint • InfoPath Browsers Forms takes entire screen area. This can be confusing for users • Use of InfoPath Forms Web Part • Provides a range of options for rendering a form inside a web part that can be placed in any SharePoint web part page • Avoid if Form is complex and has multiple views
    21. 21. #SPSPhilly @PGBhoyar DEMO
    22. 22. #SPSPhilly @PGBhoyar InfoPath Deployment
    23. 23. #SPSPhilly @PGBhoyar InfoPath Deployment LessComplexity • Deploying to a Form Library • InfoPath Designer requires direct access to SharePoint Server • Form will be available in specific site/library • Deploying to a Content Type • Creates a new content type • Available in List and Libraries of Site • Cons: • Need to deploy manually to all site collections • Manually associate content type with list/library
    24. 24. #SPSPhilly @PGBhoyar InfoPath Deployment Administrator Approved Forms Templates • Allows InfoPath form to be reused throughout the entire SharePoint farm • Easy to maintain, as we need to do change at one location only • If Form has code behind in it, then this is the only option for deployment • To deploy: • Save the Form template • Upload to Central Admin • Use the option “Activate to a site collection” for each site collection
    25. 25. #SPSPhilly @PGBhoyar InfoPath Deployment LessComplexity Deploy with Feature • XsnFeatureReceiver class in namespace Microsoft.Office.InfoPath.Server.Administration • During activation/deactivation copy the .XSN file to forms library • Same as publishing the form using InfoPath designer • Deployment can be done per site collection • Since it’s a feature more control via PowerShell and Deployment/Retraction • Cannot be used to deploy forms to Central Administration
    26. 26. #SPSPhilly @PGBhoyar DEMO
    27. 27. #SPSPhilly @PGBhoyar Evaluating SharePoint Forms
    28. 28. #SPSPhilly @PGBhoyar
    29. 29. #SPSPhilly @PGBhoyar LessComplexity Alternatives to InfoPath Alternative Advantages over InfoPath Disadvantages over InfoPath Ideal Usage When not to use SharePoint List Forms -Very Quick to Design -Can be upgraded to InfoPath -No technical Skills Required -No control over Presentation -When very simple Info is required -When time and resource are Limited -Presentation is important -Time and Resources are available Custom SharePoint Web Parts - Can meet exact requirements (Custom Code) -Difficult to maintain without developer -Need complete control over UI -Want to avoid custom code Custom SharePoint Application Pages (ASP.NET Pages) - Can meet exact requirements (Custom Code) -Difficult to maintain without developer -Need complete control over UI -Want to avoid custom code
    30. 30. #SPSPhilly @PGBhoyar LessComplexity Workflows using InfoPath and SharePoint • Use SharePoint Alerts when forms are submitted • Send custom notification using SharePoint Designer Workflow • Custom Code • Third Party Workflow Tools
    31. 31. #SPSPhilly @PGBhoyar LessComplexity Is InfoPath Right Choice? • Yes if, • Forms that must be designed by a non-technical user (Power User) • Custom Code is not allowed • Forms that will benefit from rich conditional formatting • Forms that must be designed rapidly • Solution will be hosted in cloud vs on Premise
    32. 32. #SPSPhilly @PGBhoyar References Appendix/Resources SharePoint 2010 Enterprise Architect's Guidebook By: Brian Wilson; Reza Alirezaei; Bill Baer; Martin Kearn MSDN: http://msdn.microsoft.com/en-us/sharepoint/default.aspx
    33. 33. #SPSPhilly @PGBhoyar Questions? Feedback? Contact me:  Twitter: @PGBhoyar  Blog: http://pgbhoyar.wordpress.com  Email: pgbhoyar@gmail.com Thank You Organizers, Sponsors and You for Making this Possible.
    34. 34. #SPSPhilly @PGBhoyar Thanks To Our Sponsors!
    35. 35. #SPSPhilly @PGBhoyar SharePoint User Group • SharePoint • End Users • Administrators • Architects • Developers • IT Pros • Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8 pm WEB: www.TriStateSharePoint.org EMAIL: info@TriStateSharePoint.org TWITTER: @tristateSP
    36. 36. #SPSPhilly @PGBhoyar SharePoint Network • Are you an independent consultant or remote worker who deals with SharePoint, Office or Office365? • Do you sometimes feel cut off from the rest of the SharePoint world? • Do you need help with technical or business issues, or just want the chance to socialize with others? If so, then the SharePoint Network might be for you! www.SharePointNetwork.org

    ×