Pro InfoPath 2007

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Pro InfoPath 2007 is an excellent book for developers trying to learn the scope and range of application forms that can be built with Microsoft Office InfoPath 2007. InfoPath is now in its second generation and it enables the creation of rich desktop and web forms using XML technologies and allows gathering of structured, business-critical information. Together with Microsoft Windows SharePoint Server 2007, InfoPath allows built-in integration with back-end processes, databases, and work flow, and provides ...

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Pro InfoPath 2007 is an excellent book for developers trying to learn the scope and range of application forms that can be built with Microsoft Office InfoPath 2007. InfoPath is now in its second generation and it enables the creation of rich desktop and web forms using XML technologies and allows gathering of structured, business-critical information. Together with Microsoft Windows SharePoint Server 2007, InfoPath allows built-in integration with back-end processes, databases, and work flow, and provides developers with rich tools to build enterprise-wide forms solutions.

During the development and stabilization phase of InfoPath 2007, Philo worked closely with the product team to test features, provide feedback on scenarios, and to build and apply solutions for the government and public sector. He has poured all that experience in an engaging manner into this booka great read for every developer trying to learn InfoPath.

—Kamaljit Bath, Principal Program Manager Lead, Microsoft Office InfoPath and Forms Services

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Product Details

  • ISBN-13: 9781590597309
  • Publisher: Apress
  • Publication date: 2/26/2007
  • Series: Expert's Voice Series
  • Edition description: 2007
  • Edition number: 1
  • Pages: 278
  • Sales rank: 1,508,319
  • Product dimensions: 0.63 (w) x 9.25 (h) x 7.50 (d)

Meet the Author

Philo Janus is a senior technology specialist with Microsoft. Over the years, he has presented InfoPath to thousands of users and developers, and assisted with enterprise implementations of InfoPath solutions. With that background, he is particularly sensitive to the difficulties users and developers have had with InfoPath.

He graduated from the U.S. Naval Academy with a bachelor of science degree in electrical engineering in 1989 to face a challenging career in the U.S. Navy. After driving an aircraft carrier around the Pacific Ocean and a guided missile frigate through both the Suez and Panama canals, and serving in the U.S. Embassy in Cairo, a small altercation between his bicycle and an auto indicated a change of career (some would say that landing on his head in that accident would explain many things).

Philo's software development career started with building a training and budgeting application in Access 2.0 in 1995. Since then, he's worked with Oracle, Visual Basic, SQL Server, and .NET building applications for federal agencies, commercial firms, and conglomerates. In 2003, he joined Microsoft as a technology specialist evangelizing Office as a development platform.

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Table of Contents

About the Author     xiii
About the Technical Reviewer     xv
Acknowledgments     xvii
Introduction     xix
Introducing InfoPath     1
InfoPath     1
InfoPath As a Smart Client     6
E-forms     8
InfoPath for Forms Solutions     9
Summary     11
Tour of the InfoPath Client     13
Form Templates vs. Form Data     13
InfoPath and Form Maintenance     14
Tour of the InfoPath Client     14
Rich Text Fields     17
Repeating and Optional Sections     17
File and Picture Controls (and Ink)     20
Views     21
Errors     21
Digitally Signing a Form     22
Form Settings     24
Submitting Forms     25
Exporting Forms     26
Digital Rights Management     26
Browser Forms     26
E-mailing Forms     28
Forms for Metadata     28
Summary     29
Tour of the InfoPath Designer     31
Introduction to InfoPath Form Design     31
Form Design Philosophy     31
Creating a New Form     32
Types of InfoPath Forms     34
The Design Tasks Pane     35
Form Laycut     35
Controls     40
Template Parts     62
Data Source     62
Design Checker     63
Publishing the Form Template     63
Summary     63
InfoPath Views     65
InfoPath Views in Detail     65
Form Paging     66
Alternative Views     69
View Options     72
Exporting Views     80
Changing Views     80
Summary     80
Publishing InfoPath Forms     81
Publishing Overview     81
Form Security     82
Xcopy Publishing     84
Network Location     84
Via E-mail     87
SharePoint     93
Publishing to a SharePoint Form Library     94
Publishing to a SharePoint Site As a Content Type     98
Installable Form Template     99
Summary     99
SharePoint Integration     101
SharePoint Form Libraries     102
Check-In/Check-Out      103
Item-Level Security     104
Versioning     104
Alerts     105
Form Property Promotion/Demotion     105
InfoPath Browser-Capable Forms     106
Creating a Browser-Capable Form     109
Views     110
Forcing Forms to Open in a Browser     111
Browser-Specific Options     112
Saving and Submitting     113
E-mail Enabling Document Libraries     116
SharePoint Workflow     117
Windows Workflow Foundation     117
Designing a Workflow     118
InfoPath and SharePoint Workflows     118
Summary     121
Data Connections     123
Overview     123
Data Connections     125
Data Source     127
SQL Server     128
Web Services     135
E-mail     139
Hosting Environment     141
SharePoint     141
Lists     142
Data Connection Library (DCL)     143
Single Sign-On     144
Summary     144
Advanced InfoPath Topics     145
Importing Word/Excel Forms      146
Importing Forms     147
Word Forms     148
Excel Forms     150
Cascading Drop-Down Lists     153
Content Types     154
Custom Task Panes     161
Policies     161
Labels     162
Auditing     162
Expiration     163
Barcodes     164
Merging Forms     164
Summary     165
Writing Code in InfoPath     167
Visual Studio Tools for Applications (VSTA)     167
InfoPath and Visual Studio     169
Understanding the InfoPath Object Model     172
Application     173
Windows/ActiveWindow     173
XmlFormCollection/XmlForm Class     173
XPathNavigator     175
InfoPath Form Events     176
Manipulating the Form     177
Optional Sections     178
Repeating Sections/Tables     182
File Attachments     182
Working with Data Connections     185
Browser-Capable Forms     186
Security     188
Summary     188
InfoPath Add-Ins and Task Panes     189
Writing an InfoPath Add-In     191
Creating and Using a Custom Task Pane     199
Hosting InfoPath Forms     202
Hosting an InfoPath Form in a Windows Form     203
Hosting an InfoPath Form in an ASP.NET Form     206
Summary     206
Workflow     207
Windows Workflow Foundation (WF)     207
SharePoint Designer and Workflow     208
Designing Workflow in Visual Studio     215
Creating a Workflow Project     218
Creating the Form Library     222
Creating an InfoPath Workflow Initiation Form     223
Creating an InfoPath Task Editing Form     225
Wiring Up the Workflow     227
Deploying the Workflow     232
Summary     237
Understanding the Manifest     239
xDocument Class     240
Package     240
DateAdapters     240
FileNew     241
Repacakaging an XSN     241
InfoPath SDK     242
Web Services     243
Simple Object Access Protocol (SOAP)     244
Web Service Description Language (WSDL)     245
Writing .NET Web Services Suitable for InfoPath     245
Web Services Enhancements (WSE)     255
Windows Communication Foundation (WCF)     256
Universal Discovery, Description, and Integration (UDDI)     256
Web Services and SQL Server     257
Summary     259
Using XMLSpy with InfoPath     261
About XMLSpy     261
XMLSpy and XML Files     263
Schemas     267
Using Projects     270
Index     273
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