This document provides an overview of InfoPath Forms Services in Microsoft Office SharePoint Server 2007. It discusses what InfoPath Forms Services is, the components of an InfoPath Forms Services solution, and development with InfoPath Forms Services. It outlines four common development and deployment scenarios for InfoPath forms and the tools needed for development, including InfoPath 2007, Visual Studio 2005, and the .NET Framework.

1. Microsoft Office SharePoint Portal Server 2007
Introduction to InfoPath
Forms Services
Daryl L. Rudolph

2. Agenda
What is InfoPath Forms Services?
Components of an InfoPath Forms
Services Solution
Development with InfoPath Forms
Services

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. Components of an InfoPath Forms
Services Solution

5. Development and Deployment Scenario #1a
InfoPath 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. Development with InfoPath Forms Services
Key SharePoint Concepts
• Site Columns and Content Types
• SharePoint Features
• SharePoint Workflows
What tools are needed?

7. Development and Deployment: Key Concepts
Site 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. Development and Deployment Scenario #1b
InfoPath 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. Development and Deployment: Key Concepts
SharePoint Features
A common framework for distributed deployment of
Windows SharePoint Services solutions
A package of SharePoint elements used to accomplish
a 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. Development and Deployment: Key Concepts
SharePoint 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. Development and Deployment Scenario #2
InfoPath 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. Development and Deployment Scenario #3
InfoPath 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. Development and Deployment Scenario #4
InfoPath 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. Development and Deployment: Review
4 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. 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. 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. Contact Information
Daryl L. Rudolph
Magenic Technologies
DarylR@Magenic.com