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Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Dec 24, 2015

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Page 1: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.
Page 2: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Ian Palangio - Microsoft

Product Specialist, InfoPath MVPBen Walters - SDM

Solution Specialist – Portals and Collaboration

Page 3: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Reach more users with better forms

Streamline data-driven business processes

Rapidly develop and deploy form solutions

2007 Microsoft Office System InfoPath forms solutions

Smart Client and Browser WSS, SQL, ERP, CRM…

Page 4: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Agenda

•Enable Information Work• Microsoft Word and Excel Template Import

• Microsoft Office Outlook E-mail forms

• Information Rights Management

•Extended Reach

Page 5: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Template ImporterForms Management in E-mail Information Rights Management

Page 6: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Importer/Exporter FrameworkMigrate existing templates and data

.xyzFile Format

Your Importer

XSN Folder(XSF, etc)

InfoPathDesigner

Template Importer

Form Template

Your Importer

Data Source (Ex: Paper)Filled Out Form

Data Importer

Page 7: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

InfoPath E-mail Forms

• Collaboration just works–Fill out, reply, forward, submit

• PIM integration–Categories, task management, rules

• Information analysis–Property promotion, Export to Excel, Merge

• Enable Microsoft Office Outlook 2007 to become your information interface–Ad-hoc and LOB

Page 8: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Information Rights Management (IRM)

• IRM for InfoPath forms• Enabled by end user• Enabled by form author

• Integration with IRM in Microsoft Office Outlook• InfoPath attachments inherit e-mail protection

• Integration with IRM in Microsoft SharePoint• WSS is the content owner• Client enforces protection applied on download

Page 9: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Agenda

•Enable Information Work

•Extended Reach• MOSS 2007 Integration

• Design Once and Deploy to many

• Mobile Browser Support

Page 10: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

MOSS 2007 IntegrationEnhance Collaboration and Content Management• Document Library• Property Promotion/Demotion• Workflow• IRM• Browser Forms• Mobile Browser Forms• Content Types

Page 11: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Browser Forms – what missing?• Some Controls• Filters, Roles, ADO adapter• Script, Custom Task Panes, IRM

Browser Forms from Form Services

•Controls•Business Logic•Data Connections•Digital Signatures•Managed Code Object Model

Page 12: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Mobile Browser Forms

Browser forms in a mobile device

Scenario: Warehouse, dock, or Service employees

Form rendering optimised for mobile devices

Page 13: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Design OnceBrowser FormsMobile Device Support

Page 14: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Content Types and InfoPath

Central management of content and process

Publish a form template as a content type

Different form templates in one library

Forms share site columns

Content Type

Doc Lib BDoc Lib A

Page 15: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Publishing to a MOSS Content Type

Page 16: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Agenda

• Enable Information Work• Microsoft Word and Excel Template Import• Microsoft Office Outlook E-mail forms• Information Rights Management

• Extended Reach• MOSS 2007 Integration• Design Once and Deploy to many• Mobile Browser Support

Page 17: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

Thank You!

• Questions?• Please submit an evaluation to be scanned

by Canon SecureScan into the SharePoint Evaluation System

Page 18: Ian Palangio - Microsoft Product Specialist, InfoPath MVP Ben Walters - SDM Solution Specialist – Portals and Collaboration.

© 2007 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.