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Programming Microsoft InfoPath: A Developer's Guide Book/Cd Package 2nd Edition
Create Applications that Gather, Process, and Analyze Information with InfoPath!InfoPath is one of the fastest growing products within the Microsoft Office System. It is a forms-based solution that streamlines the process of gathering, sharing, and using information by enabling teams and organizations to create, share, and work with dynamic forms.
Programming Microsoft InfoPath: A Developer's Guide, Second Edition is a completely updated edition of the best-selling book that covers the new features and options of InfoPath with Service Pack 1, that center on east of use for end users and extensibility for developers. The book takes a practical and code-oriented approach to provide the essential skill set needed to develop and implement applications with InfoPath. Updated examples that clearly demonstrate the use of InfoPath with the Service Pack 1 extensions are also included. Programming Microsoft InfoPath: A Developer's Guide, Second Edition is an ideal reference for developers creating distributed applications using InfoPath with Service Pack 1.
CONTENTS:
Acknowledgments xi
Preface xii
1 Anatomy of the Microsoft Office System 2003 1
Introduction 1
What Is .NET? 2
.NET Framework 3
Defining the Solutions Architecture 5
The Benefits of a Service Oriented Architecture 6
What Is a Service? 8
Web Services 9
Web Services Architecture 9
Creating a Simple Web Service 10
Microsoft Office System 2003 15
What You Need to Know About InfoPath 19
Office 2003 and What's New for Developers 21
Smart Documents 21
Developing a Smart Document 22
Smart Document Security Restrictions 23
Smart Tags Version 2 23
Windows SharePoint Services and SharePoint Portal Server 24
Visual Studio Tools for Office 26
Summary 29
2 Understanding the InfoPath IDE 31
Introduction 31
The InfoPath Interface 32
Contents
v
Form Area 32
Repeating and Optional Sections 36
Task Panes 39
The Basics of Form Design 40
Creating Data Sources 43
Laying Out a Form 50
Placing Controls 52
Creating Views 52
Publishing Forms 54
Testing the Employee Contact Form 56
Form Template Architecture 61
The Template Definition File (Manifest.xsf) 63
Template Customization 64
Summary 65
3 Generating XML Forms 67
Introduction 67
What Is an XML Schema? 68
Creating a Data Source 68
XSD Schema Definitions 71
Extending Schemas with Validation 73
The Employee Timesheet Application 81
Schema Inheritance 81
Form Design 86
Extending Forms with Formatting and Validation 89
Conditional Formatting 89
Data Validation 90
Extending Forms with Script 97
Declarative versus Programmatic Development 99
The InfoPath Object Model 99
vi Contents
Extending the Timesheet 102
Calculate Total Time Entered 105
Summary 106
4 Generating Web Service Forms 107
Introduction 107
The HTTP Pipeline Model 108
The WebMethods Framework 112
The Interview Feedback Application 113
The Middle Tier 115
Database Access 117
Compile and Run 119
Where Is UDDI? 120
Publishing a Service Provider 122
Publishing the Service 122
Publishing the Instance Information 124
Where Is WSDL? 126
InfoPath and WSDL 129
Where's the SOAP? 129
InfoPath and the Web Service Data Source 132
Forms That Submit Data 132
InfoPath Controls 135
Control Inheritance 138
Forms That Query for Data 139
Returning the Data Document 139
The Manager's Views 140
Enabling Custom Submission 142
Submitting with Custom Script 142
Submitting with HTTP 146
Contents vii
Summary 148
5 Generating Database Forms 149
Introduction 149
Database Architecture 150
Which Is the Right Database? 151
Microsoft SQL Server 2000 152
Database Design Considerations 153
InfoPath and Database Connectivity 155
Executing Stored Procedures 164
Microsoft Access 2003 169
Database Architecture 170
Access Components 171
The Shape Provider 176
Summary 181
6 Building Workflow Enabled Applications 183
Introduction 183
Defining a Workflow Automation Solution 184
Defining a Workflow Repository 186
The Need for Real Time 201
InfoPath and Mail Enablement 202
Creating Ad Hoc Workflow 205
Sales Call Report Example 206
Task Panes 207
Designing Administrative Workflow 208
The Web Service Advantage 208
Designing the InfoPath Form 210
Designing the Status Screen 211
Summary 212
viii Contents
7 Integrating with BizTalk Server 2004 213
Introduction 213
What Is BizTalk Server 2004? 214
The Architecture Overview 216
MessageBox Database 221
Integration with the .NET Framework 228
Defining Messages 230
Orchestration Design 232
Deploying the Solution 237
Summary 238
8 Integrating Smart Client Applications 239
Introduction 239
The Smart Client Application 240
What Is a Smart Client? 241
A Tablet PC as a Smart Client 257
The Ink Control 258
Summary 264
9 Securing Solutions 265
Introduction 265
What Does Security Mean? 266
The InfoPath Security Model 267
Examining Security Levels 269
Restricted 269
Domain 270
Full Trust 271
Defining Security with the .NET Framework 279
Defining Assemblies 280
User versus Code Security 283
Summary 291
Contents ix
10 Deployment Strategies 293
Introduction 293
Defining Deployment Requirements 294
The InfoPath Configuration 295
Web Service Deployment 296
Configuring Web Services 296
Building Web Service Deployment Solutions Using Visual Studio 303
Publishing InfoPath Forms 308
Publishing Forms 308
Upgrading Modified Forms 319
Summary 321
Appendix A InfoPath Object Model Reference 323
Appendix B About the CD-ROM 347
Glossary 349
Index 357
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