Overview

"""Microsoft Office InfoPath represents a revolutionary leap in XML technologies and a new paradigm for gathering business-critical information. I am delighted that Scott Roberts and Hagen Green, two distinguished members of the InfoPath product team, decided to share their experience in this book."" --From the Foreword by Jean Paoli, cocreator of XML 1.0 and Microsoft Office InfoPath Microsoft Office InfoPath 2007 offers breakthrough tools for gathering, managing, and integrating business-critical information, and creating efficient forms-driven processes. Two longtime members of Microsoft's InfoPath product team have written the first comprehensive, hands-on guide to building successful XML-based solutions with InfoPath 2007. The book opens with a practical primer on the fundamentals of InfoPath form template design for information workers and application developers at all levels of experience. It then moves into advanced techniques for customizing, integrating, and extending form templates--with all the code examples and detail needed by professional developers. Learn how to: Design form templates: create blank form templates, insert and customize controls, use advanced formatting, and construct and lay out views Work with data: start with XML data or schema, manually edit data sources, and understand design-time visuals Add custom business logic to forms, and integrate them with other applications Retrieve and query data from external data sources, including XML files, databases, SharePoint lists, Web services, and ADO.NET DataSets Submit and receive form data using ADO.NET Save, preview, and publish to e-mail, SharePoint, and more Build reusable components with template parts Create workflows with SharePoint and InfoPath E-Mail Forms Administer Forms Services and Web-enabled form templates Build advanced form templates using C# form code, custom controls, add-ins, and the new InfoPath 2007 managed object model Design form templates using Visual Studio Tools for Office (VSTO) Update, secure, and optimize your form templates List of Figures List of Tables Foreword Preface About the Authors PART I: Designing Forms Chapter 1: Introduction to InfoPath 2007 Chapter 2: Basics of InfoPath Form Design Chapter 3: Working with Data Chapter 4: Advanced Controls and Customization Chapter 5: Adding Logic without Code Chapter 6: Retrieving Data from External Sources Chapter 7: Extended Features of Data Connections Chapter 8: Submitting Form Data Chapter 9: Saving and Publishing Chapter 10: Building Reusable Components Chapter 11: Security and Deployment Chapter 12: Creating Reports Chapter 13: Workflow Chapter 14: Introduction to Forms Services Part II: Advanced Form Design Chapter 15: Writing Code in InfoPath Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007 Chapter 17: Advanced Forms Services Chapter 18: Hosting InfoPath Chapter 19: Building Custom Controls Using ActiveX Technologies Chapter 20: Add-ins Chapter 21: Importers and Exporters Appendix: Further Reading Index "

Full Product Details

Author:   Scott Roberts ,  Hagen Green
Publisher:   Pearson Education (US)
Imprint:   Addison-Wesley Educational Publishers Inc
Dimensions:   Width: 23.40cm , Height: 4.60cm , Length: 18.10cm
Weight:   1.766kg
ISBN:  

9780321410597

ISBN 10:   0321410599
Pages:   1296
Publication Date:   13 February 2007
Audience:   College/higher education ,  Tertiary & Higher Education
Replaced By:   9780321743602
Format:   Paperback
Publisher's Status:   Out of Print
Availability:   In Print  
Limited stock is available. It will be ordered for you and shipped pending supplier's limited stock.

Table of Contents

List of Figures xxiList of Tables xlviiForeword liPreface lvAbout the Authors lxvPART I: Designing Forms 1 Chapter 1: Introduction to InfoPath 2007 3 What Is InfoPath? 3 InfoPath 2003 7 InfoPath 2003 Service Pack 1 12 InfoPath 2007 17 What's Next? 24 Chapter 2: Basics of InfoPath Form Design 25 Getting Started 25 What Is a Form Template Anyway? 26 Design a Form Template Dialog 27 Creating a New Blank Form Template 30 Designing the Layout of Your Form 34 Using Controls 41 Creating Multiple Views 73 Advanced Formatting 76 What's Next? 83 Chapter 3: Working with Data 85 Getting Started 85 Data Binding 86 Data Source Field and Group Properties 95 Manually Editing the Data Source 110 Advanced Data Binding 137 Editing Default Template Data 151 What's Next? 154 Chapter 4: Advanced Controls and Customization 155 Getting Started 155 Advanced Controls 156 Control Properties 174 Advanced Customizations 204 What's Next? 213 Chapter 5: Adding Logic without Code 215 Getting Started 215 Conditional Formatting 215 Data Validation 222 Rules 229 Logic Inspector 235 What's Next? 240 Chapter 6: Retrieving Data from External Sources 241 Getting Started 241 Data Connections 242 XML Files 247 Databases 256 Web Services 273 SharePoint Libraries and Lists 292 What's Next? 296 Chapter 7: Extended Features of Data Connections 297 Getting Started 297 Extended Features of Web Services 298 Secondary Data Source Binding 307 Offline Mode Query Support 312 List Box Controls Connected to Secondary Data Sources 316 What's Next? 325 Chapter 8: Submitting Form Data 327 Getting Started 327 Why Submit? 328 Submitting Forms 334 ADO.NET DataSetSubmit 369 Submit Options 392 What's Next? 395 Chapter 9: Saving and Publishing 397 Getting Started 397 Saving and Publishing a Form Template with InfoPath 398 Saving Templates as Extracted Source Files 421 Previewing Form Templates 424 What's Next? 430 Chapter 10: Building Reusable Components 431 Getting Started 431 Designing a New Template Part 432 Using a Template Part 438 Updating Template Parts 447 Customizing Existing Template Parts 452 What's Next? 454 Chapter 11: Security and Deployment 455 Getting Started 455 Introduction to InfoPath Security 456 InfoPath Security Levels 458 Trust and Designer Lockdown 499 Digital Signatures 507 Information Rights Management 538 What's Next? 552 Chapter 12: Creating Reports 553 Getting Started 553 Merging Forms 554 Printing 586 Exporting Forms 605 What's Next? 612 Chapter 13: Workflow 613 Getting Started 613 User Roles 614 Workflow with Microsoft Office SharePoint Server 2007 634 Workflow with InfoPath E-Mail Forms 643 What's Next? 663 Chapter 14: Introduction to Forms Services 665 Getting Started 665 What Is InfoPath in the Browser? 666 Installing and Configuring Forms Services 671 Publishing a Form Template to Forms Services 678 Getting Familiar with Browser Forms 682 Designing a Browser-Enabled Form Template 690 Getting Familiar with the Browser Form Experience 701 SharePoint Integration 705 Data Connections 710 Filling Out Browser Forms 714 Mobile Support: Smart Phone and PDA 720 What's Next? 726 Part II: Advanced Form Design 727 Chapter 15: Writing Code in InfoPath 729 Getting Started 729 Writing Code Behind a Form 730 The InfoPath Object Model 741 Programming InfoPath...in Action! 790 What's Next? 832 Chapter 16: Visual Studio Tools for Microsoft Office InfoPath 2007 833 Getting Started 833 What Is VSTO? 834 Bringing InfoPath into Visual Studio 835 Installing VSTO 836 Designing a Form Template with VSTO 836 Previewing a Form in VSTO 863 What's Next? 864 Chapter 17: Advanced Forms Services 865 Getting Started 865 Controls and Browser Optimizations 867 Form Code 875 SharePoint Integration 885 Data Connections 929 Performance Tips and Best Design Practices 950 What's Next? 963 Chapter 18: Hosting InfoPath 965 Getting Started 965 Hosting Scenarios 966 Document Information Panel 966 Creating an InfoPath Host Application 977 Hosting the InfoPath Form Control in a Web Browser 1011 What's Next? 1036 Chapter 19: Building Custom Controls Using ActiveX Technologies 1037 Getting Started 1037 Installing and Using ActiveX Controls 1038 Building Custom Controls for InfoPath Using ActiveX 1049 What's Next? 1072 Chapter 20: Add-ins 1073 Getting Started 1073 Introduction to COM Add-ins 1074 Building a COM Add-in for InfoPath 1076 Custom Task Panes 1093 Writing Add-ins and Custom Task Panes Using VSTO 2005 SE 1105 Managing InfoPath Add-ins 1111 What's Next? 1114 Chapter 21: Importers and Exporters 1115 Getting Started 1115 Built-in Form Importers 1116 Creating Your Own Form Importers and Exporters 1128 Importing Form Data 1142 What's Next? 1148 Appendix: Further Reading 1149 Index 1157

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Author Information

Scott Roberts is a Senior Development Lead on the InfoPath team at Microsoft Corporation, and has been involved with InfoPath since its inception. He leads development on features ranging from controls and template parts to the Word/Excel importers. Scott is also the author of Programming Microsoft Internet Explorer 5 (Microsoft Press) and numerous technical articles and publications. Hagen Green is a Software Design Engineer in Test II at Microsoft Corporation, and has been a member of the InfoPath team since its inception. He leads a team focused on the next version of Windows SharePoint Services. He contributed chapters on InfoPath to Visual Studio Tools for Office: Using Visual Basic 2005, and Visual Studio Tools for Office: Using C# (Addison-Wesley).

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