Beginning InfoPath 2003,9780764579486

Beginning InfoPath 2003

by
Edition: 1st
ISBN13: 9780764579486
ISBN10: 0764579487
Format: Paperback
Pub. Date: 2005-03-11
Publisher(s): Wrox
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Summary

InfoPath creates forms for data gathering, analysis, and reporting InfoPath has been adopted by many companies, ranging from Toyota and Hewlett-Packard to M/I Homes and New York Presbyterian Hospital, and recent laws that regulate data collection, such as Sarbanes-Oxley and HIPPA, have increased demand Explains how to use InfoPath in a single user mode and how to use it with other databases, such as Access and SQL Server, or in conjunction with XML Web services Shows how to deploy multi-user forms that use InfoPath with collaborative products such as Windows SharePoint Services and BizTalk

Author Biography

F. Scott Barker, a Microsoft MVP, has worked as a developer in the database field for over 16 years, and with Visual Basic, SQL Server, and Microsoft Access for the last 12 years. Scott is currently working on a major InfoPath project for Toyota, converting a largely manual paper form production quality control system to InfoPath forms. Scott worked at Microsoft in the Access and Foxpro teams. Since leaving he has been contracting with Microsoft developing in-house tools used throughout Microsoft. Scott is a writer for a number of VB/Office magazines as well as a columnist for DotNetJunkies.com and is the author of a number of books.

Table of Contents

Introduction xxiii
InfoPath---The Journey Begins
1(12)
What Is InfoPath, and How Can It Be Used?
1(11)
The Challenge of Forms Management
1(1)
Microsoft's Solution: InfoPath
2(1)
Try It Out: Opening the Sample Absence Request InfoPath Form
2(2)
Side Trip: Installing the InfoPath 2003 Service Pack 1.1
4(1)
InfoPath Features
4(1)
Features Introduced in Service Pack 1.1
5(1)
The InfoPath Form Process
6(1)
Ways to Use InfoPath
7(1)
Single User
7(1)
Published for Others' Use
8(1)
Collaborative Efforts
8(1)
Ways to Connect Data to InfoPath
8(1)
Deployment Requirements for Designing and Filling Out InfoPath Forms
8(1)
Taking a Look at a Typical InfoPath Form
9(1)
Try It Out: Testing the Features of the Absence Request Form
10(2)
Summary
12(1)
Exercises
12(1)
Getting Started Designing with InfoPath
13(16)
Touring the InfoPath Designer
13(6)
Overview of the Task Panes
15(1)
Layout Task Pane
15(1)
Control Task Pane
16(1)
Data Source Task Pane
17(1)
Views Task Pane
18(1)
Creating Your First InfoPath Form
19(8)
Try It Out: Creating a New InfoPath Form
19(2)
Exploring the Ways of Designing a New Form
21(1)
Working with Tables
22(1)
Adding a Table
22(1)
Try It Out: Adding the Tables
22(1)
Resizing Table Columns and Rows
23(1)
Try It Out: Resizing Elements
24(1)
Setting Fonts and Adding Text to the Form
24(1)
Try It Out: Setting Font Information and Adding Text
25(1)
Adding Controls to the Form
25(1)
Try It Out: Adding Controls
26(1)
Setting a Color Scheme
26(1)
Try It Out: Set the Color Scheme
26(1)
Summary
27(1)
Exercises
28(1)
Understanding Data
29(16)
A Quick Database Primer
29(6)
Databases in the Real World
30(1)
Database Models
31(1)
Flat File Model Databases
31(1)
Relational Database Model
32(1)
Tables: Where Data is Stored
32(2)
It's All about Relations
34(1)
Referential Integrity
34(1)
Normalizing Your Data
35(1)
Working with Various Databases
35(5)
File Server versus Client Server
36(1)
Front and Backends
36(1)
Microsoft Access
36(1)
Benefits and Issues of Microsoft Access
37(1)
Microsoft Access Objects Used with InfoPath
37(1)
Microsoft SQL Server
38(1)
Benefits and Issues of Microsoft SQL Server
38(1)
Microsoft SQL Server Objects Used with InfoPath
39(1)
Other Databases
40(1)
Looking Briefly at XML
40(2)
Try It Out: Examining an XML Document
42(1)
Introduction to Web Services
42(2)
Web Services Overview
42(1)
Using Web Services with InfoPath
43(1)
Summary
44(1)
Exercises
44(1)
Creating an InfoPath Form from an Existing Data Source
45(20)
Starting the Form Based on a Data Source
45(6)
Specifying the Right Data for the Right Job
46(1)
Working with the Data Connection Wizard
46(1)
Try It Out: Creating the Form and Specifying the Data Source
47(4)
Working with the Created InfoPath Form
51(7)
A Look at the Features of the New Form
51(1)
Try It Out: Filling in the Form Header Information
52(1)
Data Source Task Pane
53(1)
Try It Out: Displaying the Fields in the Data Source
53(1)
Query Field Section
54(1)
Adding the fields
54(1)
Try It Out: Adding Fields to the Query Field Section
54(1)
Using More Than One Query Field
55(1)
Data Field Section
55(1)
Adding Fields One at a Time
55(1)
Adding Repeating Sections of Fields to the Form
55(1)
Try It Out: Adding Fields to the Data Field Section
56(1)
New Record and Run Query Command Buttons
56(1)
Try It Out: Examining to Run Query Command Button Action
57(1)
Previewing the Form
58(3)
Try It Out: Querying a Customer Record by Region
58(1)
Try It Out: Modify a Customer's Record
59(1)
Try It Out: Adding a New Customer
60(1)
Updating a Form's Data Source
61(2)
Try It Out: Adding a Sort Order to tb/Customers
62(1)
Summary
63(1)
Exercises
64(1)
Utilizing XML and Web Service Data Sources
65(18)
XML Overview
65(6)
What Is XML?
66(1)
XML Documents
66(1)
Standard XML Files
66(2)
The XML Data Document (*.xml)
68(1)
The Schema File (*.xsd)
69(1)
Try It Out: Exporting tb/Shippers from Access to XML
70(1)
Utilizing XML Data in InfoPath
71(9)
Why Use an XML Data Source?
71(1)
Creating an InfoPath Form Using an Existing XML Document
72(1)
Try It Out: Specifying a XML Data Source
72(2)
Try It Out: Adding the Fields
74(1)
Utilizing Data with an XML Data Source
75(1)
Try It Out: Adding a Data Source Using an XML Document
75(5)
A Brief Look at the XML Used for InfoPath Forms
80(1)
Try It Out: Examining the Files
80(1)
Summary
81(1)
Exercises
81(2)
Working with Controls in General
83(20)
Using the Right Control for the Right Job
83(2)
Looking at the Starting Form for the Chapter
85(1)
Try It Out: Open the Sample Form
86(1)
Working with the Property Sheet
86(1)
Setting the Default Value of a Control
87(5)
Using Literal Values
87(1)
Try It Out: Adding a Default Value to Quantity
87(2)
Using Formulas
89(1)
Try It Out: Using a Formula for Order Data Default Value
90(2)
Working with Rules at the Control Level
92(6)
What Are Rules and When Are They Used?
92(1)
Creating Rules
93(3)
Try It Out: Adding a Second Rule
96(2)
Formatting Fields
98(4)
Using Standard Formatting
98(1)
Try It Out: Formatting the UnitPrice for Currency
99(1)
Conditional Formatting
100(1)
Formatting Attributes
100(1)
Display Properties of a Text Box
100(1)
Try It Out: Creating Conditional Formatting
101(1)
Summary
102(1)
Exercises
102(1)
Looking at Some Useful Controls and Techniques
103(20)
Using Expression Boxes with Formulas
103(3)
Try It Out: Adding an Expression Box Based on a Formula
104(2)
Utilizing Command Buttons
106(3)
Try It Out: Adding a Delete Button
107(2)
Utilizing Drop-Down List Boxes on the Form
109(12)
Adding a Drop-Down List Box to a Form
109(1)
Try It Out: Adding the Field from the Data Source as a Text Box, and then Changing It
110(1)
Try It Out: Adding a Drop-Down List Box and Binding it to a Field
111(1)
Specifying List Box Data Sources
112(1)
Working with an Additional Data Source
113(1)
Try It Out: Specifying an Additional Data Source
113(2)
List Box Data Connection Properties
115(1)
Try It Out: Setting a List Box's Data Connection Properties
115(2)
Entering the List Manually
117(2)
Try It Out: Creating the List Manually
119(2)
Summary
121(1)
Exercises
121(2)
Working with Sections
123(12)
Overview of Types of Sections in an InfoPath Form
123(1)
Looking at Choice Sections and the Choice Group Control
124(3)
Try It Out: Adding a Choice Group Control
126(1)
Optional Sections
127(3)
Try It Out: Adding an Optional Notes Section and Setting Its Properties
129(1)
Specifying Filters on InfoPath Forms
130(4)
Try It Out: Filtering a Repeating Table Using a Drop-Down List Box
131(3)
Master/Detail Sections
134(1)
Summary
134(1)
Exercises
134(1)
Managing Views
135(26)
Views Overview
135(4)
Try It Out: Creating the Default View
136(3)
Working with View Properties
139(5)
Reviewing the Views Task Pane
140(1)
Getting to the View Properties
141(2)
Try It Out: Changing the Default View's Properties
143(1)
Creating Multiple Views
144(5)
Try It Out: Adding the Notes and Orders Views
144(3)
Try It Out: Switching between Multiple Views
147(2)
Custom Task Panes
149(6)
HTML Web Page Used for Custom Task Pane
150(1)
Try It Out: Creating the Task Pane in HTML
151(1)
InfoPath Custom Task Pane Properties
152(1)
Try It Out: Specify Task Pane Files in Your InfoPath Form
152(3)
Print Views
155(4)
Try It Out: Creating Print Views
156(3)
Summary
159(1)
Exercises
160(1)
Publishing InfoPath Forms
161(20)
What It Means to Publish an InfoPath Form
161(1)
Differentiating Forms to Fill from Their Templates
162(1)
Ways to Distribute InfoPath Forms
162(1)
Publishing to a File Server
162(11)
Try It Out: Publishing a Form on a File Server
163(4)
Publishing to a Web Server
167(1)
Try It Out: Publishing an InfoPath Form to a Web Server
167(3)
E-mailing InfoPath Forms
170(1)
Try It Out: E-mailing an InfoPath Form When Filling
171(2)
Exporting to a Web Page
173(3)
Try It Out: Exporting an InfoPath Form
174(2)
Merging Data from Separate Forms
176(4)
Try It Out: Merging Data from Separate InfoPath Forms
177(3)
Summary
180(1)
Exercises
180(1)
Working with Code in Your InfoPath Form
181(12)
When is Code Necessary?
181(1)
Choose Your Flavor of Code: Script or Managed Code (.NET)
182(4)
JScript or VBScript?
182(1)
Try It Out: Setting the Default Script Editor
183(1)
Managed Code with .NET
184(1)
Try It Out: Downloading the InfoPath 2003 Toolkit for Visual Studio .NET
184(2)
Looking at Event Programming
186(6)
What is an Event?
186(1)
InfoPath Events
187(1)
Try It Out: Creating Your First Scripted Event
188(1)
Try It Out: Creating Your First Managed Code Event
189(3)
Summary
192(1)
Exercises
192(1)
Getting Started Using Scripts
193(14)
Introduction to Microsoft Script Editor
193(3)
Try It Out: Creating the Initial Form
195(1)
Working with JScript
196(9)
Working with Custom Functions
197(1)
Try It Out: Creating a Custom Function
197(1)
Try It Out: Calling a Custom Function
198(2)
Using Variables
200(1)
Reference Variables
200(1)
Value Variables
200(1)
XDocument Object
200(1)
Try It Out: Adding References to Fields on an InfoPath Form
201(1)
Performing Operations on Variables
202(1)
Try It Out: Updating the txtFullName Field from Code
202(1)
Try It Out: Displaying LastName, FirstName
203(1)
Conditional Branching
204(1)
Try It Out: Adding an Conditional If Statement
205(1)
Summary
205(1)
Exercises
206(1)
Working with .NET Managed Code
207(22)
Introduction to the .NET Framework
207(3)
Common Language Runtime
208(1)
.NET Framework Class Library
209(1)
Using Visual Studio .NET
210(7)
Try It Out: Creating a C# Windows Application Project
211(2)
Elements of the IDE
213(1)
Modifying the Project by Adding a Control and Event Code
214(1)
Try It Out: Adding Controls and Code
214(1)
Executing the Application
215(1)
Executing with Debugging (Debug Mode)
216(1)
Executing without Debugging (Release Mode)
216(1)
Try It Out: Running Your Application
216(1)
Developing InfoPath Projects in .NET
217(4)
Review: Installing the InfoPath 2003 Toolkit for Visual Studio .NET
217(1)
Working with the InfoPath Namespaces
217(1)
Try It Out: Creating an InfoPath .NET Project
218(3)
Distributing InfoPath .NET applications
221(6)
Try It Out: Creating the Setup Distribution Project
221(6)
Summary
227(1)
Exercises
227(2)
Real-World Tasks and Coding Examples
229(20)
Date Calculations
229(7)
Simple Date Calculations Using Script
230(1)
JScript Date Object
230(1)
Creating a Reference to an InfoPath Field
230(1)
Assigning a Value to a Variable
231(1)
Try It Out: Creating a Form That Manipulates Dates Using Script
231(2)
Date Calculations Using C# and Visual Studio .NET
233(1)
System.DateTime Class
233(1)
Creating a Reference to an InfoPath Field
233(1)
Assigning a Value to a Variable
234(1)
Try It Out: Manipulating Dates Using C#
234(2)
Sending a Form in an E-Mail
236(4)
Try It Out: Creating a Form That Can E-Mail Itself
237(3)
Providing Context-Sensitive Help
240(6)
Try It Out: Creating a Context-Sensitive Help Task Pane
243(3)
Summary
246(1)
Exercises
247(2)
Creating and Working with Web Services
249(26)
Web Services Overview
250(5)
Web Services Infrastructure
251(2)
Using Web Services Locally
253(1)
Try It Out: Setting Up a Web Service Locally
253(2)
Using Web Services for Data Source
255(7)
Try It Out: Basing an InfoPath Form on a Web Service
256(6)
Creating a Web Service Using ASP.NET
262(8)
Introducing ASP.NET
262(1)
Try It Out: Creating an ASP.NET Web Service Project
263(2)
Looking at the Initial Template
265(1)
The Using Directive
266(1)
Namespace and Class Directives
266(1)
Initialization Code
266(1)
The Sample Web Service
267(1)
Try It Out: Creating and Testing Your First Web Method
267(3)
Working with Web Service Methods That Return Data
270(4)
Introducing ADO.NET
270(1)
Differences between ADO and ADO.NET
270(1)
ADO.NET Data Provider Classes
270(1)
ADO.NET Objects
271(1)
Try It Out: Creating the Method to Return Supplier Information
272(2)
Summary
274(1)
Exercises
274(1)
Implementing Security
275(16)
What Does Security Mean?
275(1)
InfoPath Security
276(8)
Form-Based Security
277(1)
Try It Out: Looking at IE's Security Settings
278(1)
Fully Trusted Forms
278(1)
Try It Out: How to Create a Fully Trusted Form
279(1)
Using the SDK Regform Utility
280(2)
Try It Out: Creating a Fully Trusted Form Using the RegForm Utility
282(1)
How it Works
282(1)
Creating an MSI to Automatically Set Up Full Trust
283(1)
Try It Out: Use the RegForm Utility to Create an MSI
283(1)
Defining Security with the .NET Framework
284(2)
Defining Assemblies
284(1)
Assemblies in Web Services
284(1)
User versus Code Security
285(1)
Code-Based Security
285(1)
Role-Based Security
285(1)
System.Security Namespace
285(1)
Digital Signatures
286(3)
Using Digital Signatures with InfoPath
286(1)
Try It Out: Creating a Test Digital for Testing
286(1)
Try It Out: Sign the Form with the Digital Signature
287(2)
Summary
289(1)
Exercises
289(2)
Working with InfoPath and Windows SharePoint Services
291(18)
What Are Windows SharePoint Services?
292(1)
Windows SharePoint Services Site Features
292(1)
The Difference between Windows SharePoint Services and SharePoint Portal Services
292(1)
Touring a SharePoint Site
293(7)
Default Lists of the Site
293(3)
Try It Out: Touring the Different Areas
296(1)
Other Major Areas
296(1)
Customizing the Windows SharePoint Services Team Site
297(1)
Try It Out: Applying a Theme to the Site
298(1)
Adding Existing Web Parts to Your Site
299(1)
Creating Your Own Web Parts
300(1)
Using InfoPath and SharePoint
300(8)
Publishing an InfoPath Form on a SharePoint Site
301(1)
Try It Out: Publish a Sales Report to a SharePoint Site
301(5)
Filling Out InfoPath Forms on the SharePoint Site
306(1)
Try It Out: Working with the Form Library
306(2)
Summary
308(1)
Exercises
308(1)
Manufacturing Plant Case Study
309(14)
The InfoPath Document
309(1)
Creating the Database
310(4)
The BoilerSystem Data Model
311(1)
BoilersOperatingLog table
311(1)
SystemLog Table
312(1)
Lookup Tables
313(1)
The BoilerSystem Relationship Model
313(1)
Looking at the Boiler Web Service
314(8)
Creating the Data Adapters
315(1)
Creating the Datasets
316(1)
Creating Typed Datasets
317(1)
Exposing the Datasets
318(2)
Inserting Data
320(1)
Submitting from InfoPath
320(1)
Submitting Forms
321(1)
Situation
321(1)
Summary
322(1)
Appendix A: Answers to Exercises 323(4)
Index 327

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