Microsoft® Office InfoPath® 2007 Training

Basic InfoPath 101

IT DPT presents:

Presented by: David LiongPresented by: David Liong

Course contentsCourse contents

• OverviewOverview

• FeatureFeature

• How to create a form? – DemoHow to create a form? – Demo

• How to publish a form?How to publish a form?

• ResourcesResources

• FAQFAQ

Will not cover:Will not cover:

• Creating customise workflow for a InfoPath – Advance Dev Tut

See…See…• http://sharenotes.files.wordpress.com/2008/03/moss-arch.jpghttp://sharenotes.files.wordpress.com/2008/03/moss-arch.jpg

• http://msdn.microsoft.com/en-us/library/ms772323.aspxhttp://msdn.microsoft.com/en-us/library/ms772323.aspx

Overview: InfoPath ArchitectureOverview: InfoPath Architecture

• MS InfoPath 2007 is a rapid application development (RAD) form MS InfoPath 2007 is a rapid application development (RAD) form design applications which is based on XML (i.e. embedded in design applications which is based on XML (i.e. embedded in ASP.NET page) and is included with 2007 MS Office System.ASP.NET page) and is included with 2007 MS Office System.

• InfoPath lets you create and gather data via forms. First InfoPath lets you create and gather data via forms. First introduce in MS Office 2003 as a client-side app forms that’s introduce in MS Office 2003 as a client-side app forms that’s installed on every desktop. However Office SharePoint Server installed on every desktop. However Office SharePoint Server 2007 extends InfoPath forms by providing form services & 2007 extends InfoPath forms by providing form services & support for both client & server-side, so clients who have it can support for both client & server-side, so clients who have it can still use it via the web browser.still use it via the web browser.

Overview: What is InfoPath 2007?Overview: What is InfoPath 2007?

• Server-side installs InfoPath forms on client web browser Server-side installs InfoPath forms on client web browser who don’t have InfoPath installed. who don’t have InfoPath installed.

• Renders the .xsn form into HTML.Renders the .xsn form into HTML.

• Security options – E.g. integrates with active directorySecurity options – E.g. integrates with active directory

• Includes data binding options – E.g. SQLIncludes data binding options – E.g. SQL

• Has digital signatures and attachment featuresHas digital signatures and attachment features

• Basic OFTB workflowsBasic OFTB workflows

For more info For more info go to “go to “What’s new in MS InfoPath 2007 ? What’s new in MS InfoPath 2007 ? ““

Feature: What can InfoPath 2007 do?Feature: What can InfoPath 2007 do?

There are 5 ways to create an InfoPath form:There are 5 ways to create an InfoPath form:

• Use an existing temple sample, save it as a different Use an existing temple sample, save it as a different file and customise itfile and customise it

• Create a form based on a XSD schemaCreate a form based on a XSD schema• Create a form based on a relational data sourceCreate a form based on a relational data source• Create a form based on a web serviceCreate a form based on a web service• Use MS Visual StudioUse MS Visual Studio

How Do I Create a Form?How Do I Create a Form?

Demo – How To Create a Form?Demo – How To Create a Form?

Steps: Steps: • Enable enterprise feature in Central Admin->OperationsEnable enterprise feature in Central Admin->Operations• Have a SharePoint site that will host the forms Have a SharePoint site that will host the forms • Create a form library that will store the formsCreate a form library that will store the forms• Design a form in MS InfoPath to retrieves data from SQL Design a form in MS InfoPath to retrieves data from SQL

DB (NorthWind)DB (NorthWind)

Open MS InfoPath …

Demo – How To Create a Form?Demo – How To Create a Form?

Create a blank form …..Create a blank form …..

Demo – How To Create a Form?Demo – How To Create a Form?

Create a blank form …..Create a blank form …..

Demo – How To Create a Form?Demo – How To Create a Form?

Manage data connection to InfoPath form …..Manage data connection to InfoPath form …..

Demo – How To Create a Form?Demo – How To Create a Form?

Manage data connection to InfoPath form …..Manage data connection to InfoPath form …..

Demo – How To Create a Form?Demo – How To Create a Form?

Manage data connection to InfoPath form …..Manage data connection to InfoPath form …..

Demo – How To Create a Form?Demo – How To Create a Form?

Adding user controls into the blank form…..Adding user controls into the blank form…..

Note: Prefer to Camel casing naming convention as InfoPath uses it

Demo – How To Create a Form?Demo – How To Create a Form?• Submit button control has 2 action properties: 1) “Submit using data Submit button control has 2 action properties: 1) “Submit using data

connection” 2)Close formconnection” 2)Close form• Data connection is to connect to an existing form library in SharePoint Data connection is to connect to an existing form library in SharePoint

Demo – How To Create a Form?Demo – How To Create a Form?• Create a new connection to submit data for the submit buttonCreate a new connection to submit data for the submit button• Copy the URL of the form library (delete “/forms/allitem.aspx”)Copy the URL of the form library (delete “/forms/allitem.aspx”)

Demo – How To Publish a Form?Demo – How To Publish a Form?• Compile the form for any errorsCompile the form for any errors• Once the form has been created, its time to publish the formOnce the form has been created, its time to publish the form

Demo – How To Publish a Form?Demo – How To Publish a Form?• Enable the form to be filled out with web browserEnable the form to be filled out with web browser• Authorise approval of the form by an adminstratorAuthorise approval of the form by an adminstrator• Save the form template (.xsn) that defines form’s design Vs form (.xml) is Save the form template (.xsn) that defines form’s design Vs form (.xml) is

what user fills outwhat user fills out

Demo – How To Publish a Form?Demo – How To Publish a Form?• In Central Admin, go to: Application Management->Manage Form In Central Admin, go to: Application Management->Manage Form

TemplatesTemplates• Verify before uploading the xsn file that was saved onto desktop PC in Verify before uploading the xsn file that was saved onto desktop PC in

previous step . previous step . • Accept upgrade settings by default.Accept upgrade settings by default.

Note: Note: SharePoint converts xsn file to a feature and content type, once it is SharePoint converts xsn file to a feature and content type, once it is uploaded, which you have to enable the feature at each individual site or from uploaded, which you have to enable the feature at each individual site or from Central Admin. Custom content type for this form is also created.Central Admin. Custom content type for this form is also created.

Demo – How To Publish a Form?Demo – How To Publish a Form?

• Enable cross domain feature, to allow web Enable cross domain feature, to allow web browser (1browser (1stst tier to communicate with database tier to communicate with database server on 3 tier) server on 3 tier)

• Enable web service proxyEnable web service proxy

Demo – How To Publish a Form?Demo – How To Publish a Form?• Go to settings in the form library of the site. Click on advance settings:Go to settings in the form library of the site. Click on advance settings:

• Allow management of content type (tick yes)Allow management of content type (tick yes)• Enable browser compatibleEnable browser compatible

Demo – How To Publish a Form?Demo – How To Publish a Form?• Click “Add from existing site content types”Click “Add from existing site content types”• Delete the old “Forms” content typeDelete the old “Forms” content type

Demo – How to start the form?Demo – How to start the form?• Go to the Form library• Click on “New->New Document”

Lesson 1

Make the data connection

ResourcesResources

• Visit Lynn Langit blog site

• MS InfoPath

•Introduction to InfoPath

• Webpedia

• NorthWind sample DB for SQL 2005

Any Questions?Any Questions?"Live in the present, remember the past, and fear not

the future, for it doesn't exist and never shall“

CHRISTOPHER PAOLINI

The End