OFC 202 Introduction To Microsoft Office Info Path

OFC 202 Introduction To Microsoft® Office Info. Path™ 2003 Judy Lew Group Product Planner

Customer Challenges Unproductive, inefficient data gathering processes Information frequently missing or incorrect Unnecessary retyping; data entry errors Information gathering tools hard to use, inflexible Lack traditional document editing experience Static forms limit ability to provide required information High costs for custom data gathering solutions Difficult to modify existing forms Custom coding required for validation End user training required Difficult to share and reuse information Can require significant development work

Info. Path 2003 Vision Enable information workers to easily gather and re-use information as part of a business process

Introducing Info. Path 2003 New Office System program for gathering information What does Info. Path provide? Easy and rapid design of rich “forms” User-friendly environment for entering data Ready-to-use sample forms Built natively on top of XML What customer scenarios does it address? Organizational processes Workgroup collaboration

Agenda Sample Forms Demo: Organizational Process Demo: Building a Form Template Format Demo: Connecting to Web Services XML in Microsoft Office 2003 Info. Path Benefits

demo Contoso Sales Report Connect information workers to larger organizational processes

Sales Call Demo Recap 4. Send summary mail Company Employee Database Product Pricing Database Summary E-Mail Attachment 5. Submit action to be taken to Biz. Talk 1. Get sales rep info via ADO 2. Get daily minimum prices via XML Web Service Biz. Talk Server Update call reports database Call Reports Database 3. Submit sales call report Info. Path Update daily sales database Daily Sales Database

demo Building A Status Report Collect information and collaborate within a workgroup

Form Definition Info. Path Form Template (XSN). XML Views (XSLT) Schema (XSD) Solution Definition (XSF) URL or URN Default Data (XML) Business Logic (JS, DLL)

demo Building A Sales History Report Use Info. Path 2003 as a Smart Client for XML Web Services

Info. Path 2003 Is A Smart Client for XML Web Services Biz. Talk Info. Path XML HTTP SOAP WSDL UDDI . XML ADO SQL IIS ASP. NET Oracle, DB 2, … Share. Point Services, SAP, People. Soft, Siebel, …

Office 2003 Is the Premier “Smart Client” For XML Web Services Data Analysis l Tabular, largely numerical data for calculations and analysis l Data best presented in a grid Excel Word Content Authoring l Large areas of text or mixed content l Flexible layout and formatting with XML markup Access Info. Path Reporting and Storing l Numerical or textual fields l Relational tables in databases Front. Page Information Gathering l Highly structured, grouped information l Form-like with few paragraphs of formatted text Data Driven Web Sites l Tabular or hierarchical data inserted into Web pages l Expanded data reach

Customer Benefits from Info. Path Connect people, information and processes more effectively Gain greater access to info and effectively collaborate with: Native support for XML and XML Web services Support for any customer-defined schema Integration with Windows Share. Point Services (WSS) Gather information more flexibly and accurately Use a powerful, easy-to-use, cost effective program with: Data validation and conditional formatting Dynamic form controls (e. g. , repeating sections, optional fields) Offline & email support A rich editing experience (e. g. , text formatting, Auto. Correct) Develop & deploy information gathering solutions more easily Reduce development and deployment time and effort with: Rapid solution creation from existing schemas, XML Web services, etc. Silent install of forms and automatic versioning Validation & conditional formatting capabilities w/o code

Community Resources http: //www. microsoft. com/communities/default. mspx Most Valuable Professional (MVP) http: //www. mvp. support. microsoft. com/ Newsgroups Converse online with Microsoft Newsgroups, including Worldwide http: //www. microsoft. com/communities/newsgroups/default. mspx User Groups Meet and learn with your peers http: //www. microsoft. com/communities/usergroups/default. mspx

Ask The Experts Get Your Questions Answered Talk one-on-one with a community of your peers Who: Microsoft product teams, consultants, and Tech·Ed speakers Where: In the ATE area of the Exhibit Hall Hours: Wednesday, July 2 nd : 15: 00 -17: 00 Thursday, July 3 rd : 15: 00 -17: 00

Suggested Reading And Resources The tools you need to put technology to work! TITLE Available Microsoft® Office 2003 Resource Kit: 0 -7356 -1880 -1 9/24/03 Microsoft Press books are 20% off at the Tech. Ed Bookstore Also buy any TWO Microsoft Press books and get a FREE T-Shirt

evaluations

Appendix…

Form Template Deployment Web Server / Share. Point Services Cached for offline Automatically updated Sandboxing for high security URL-based . XML Developer packages and deploys (. exe, . msi, etc. ) Full system access URN-based Open . XML URN Info. Path URL Custom Install Cached then Auto-updated Info. Path Installed (MSI, EXE) HTTP Server . XSN IT Admin

© 2003 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.