SPS Philly 2013 - Building Business Solutions Using InfoPath
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Semelhante a SPS Philly 2013 - Building Business Solutions Using InfoPath
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SPS Philly 2013 - Building Business Solutions Using InfoPath
- 1. #SPSPhilly @PGBhoyar Presented By: Prashant G Bhoyar Building Business Solutions Using InfoPath 23 February 2013
- 3. #SPSPhilly @PGBhoyar What Will We Cover Today? • InfoPath • InfoPath and SharePoint • Browser based Forms • InfoPath Deployment • Limitations of InfoPath
- 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. #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. #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. #SPSPhilly @PGBhoyar Typical InfoPath Life Cycle
- 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. #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. #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
- 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. #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. #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
- 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. #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
- 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
- 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. #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. #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
- 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. #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. #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. #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. #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. #SPSPhilly @PGBhoyar Thanks To Our Sponsors!
- 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. #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
Notas do Editor
- 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.