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Christian Stark

Best Practices for Developing and Deploying Forms Solutions with Microsoft Office InfoPath 2007 and InfoPath Forms Services in Microsoft Office SharePoint Server 2007. Christian Stark. Session Objectives and Agenda. Designing InfoPath Forms: The Do’s and Don’ts.

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Christian Stark

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  1. Best Practices for Developing and Deploying Forms Solutions with Microsoft Office InfoPath 2007 and InfoPath Forms Services in Microsoft Office SharePoint Server 2007 Christian Stark

  2. Session Objectives and Agenda Designing InfoPath Forms: The Do’s and Don’ts Deploying InfoPath Forms: Making the right choice Adding custom business logic—in case the built-in stuff isn’t enough Integrating forms into Web pages: Reaching and making it scale

  3. Designing InfoPath Forms demo Importing a Microsoft Office Word FormUsing Template Parts

  4. Form Design Best Practices What to do and what NOT to do

  5. Template Parts and Logic Inspector • Word Import • Re-use existing form layout • Template Parts • Allow • Re-use of parts across multiple forms • Multiple developers to work in parallel • Support all form features except code • Formatting and control properties; data connections; rules, validation, conditional formatting, calculations • Create in Design mode and use as a custom control • Central repository with auto-updates • Logic Inspector • Inspect and debug the form thru a single, read-only view of all your form logic • Rules, calculations, validation, events • Caveat: Conditional formatting not reported

  6. Deploying InfoPath Forms demo Browser Forms, Design Checker, Deployment Options

  7. Deploying InfoPath Forms Making the right choice

  8. Design Once, Use Anywhere Design forms for rich client, browser and mobile device • Shared features • Controls • Business Logic • Data Connections • Digital Signatures • Managed Code Object Model • Design Checker • A pure subset of InfoPath features is available for browser-enabled forms • Compatibility errors and warnings can be seen in the Designer or on the server during the publish step

  9. Browser-Enabled Forms Performance and scalability • Simple topology for scale-out • InfoPath Forms Services runs on Web front ends • Session state optimized for bandwidth and scale • In broadband, view state can be used for high scale • In narrowband, session state can be stored on the backend • Client-side architecture (AJAX) alleviates roundtrips • Improves scalability because of fewer requests • Improves user experience due to minimal interruptions • Design-time guidance on eliminating roundtrips • Per-control settings to tweak roundtrips for best experience of correctness and performance

  10. Adding Business Logic demo VSTA and VSTO, Load event,Pre-Populating the Form

  11. Code C# VB .NET Rules Formulas Data Validation Data Connections Conditional Formatting Declarative InfoPath Business Logic Most Form Development Does Not Need Code XSD, Web Service, Database Schema

  12. Visual Studio Integration Write code in your favorite IDE • Visual Studio Tools for Applications (VSTA) • Out-of-the-box development • Lowers the bar for forms with managed code • Compatible with Visual Studio Tools for Office • Visual Studio Tools for Office (VSTO) • Embedded designer for professional developers • One IDE for all your projects: workflow, etc. • Integrated toolbox, project wizard, etc.

  13. Resources Technical Communities, Webcasts, Blogs, Chats & User Groups http://www.microsoft.com/communities/default.mspx Microsoft Learning and Certification http://www.microsoft.com/learning/default.mspx Microsoft Developer Network (MSDN) & TechNet http://microsoft.com/msdn http://microsoft.com/technet Trial Software and Virtual Labs http://www.microsoft.com/technet/downloads/trials/default.mspx

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