Beginning InfoPath 2003

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ISBN: 9780764579486 | 0764579487
Cover: Paperback
Copyright: 3/11/2005

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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

Introduction

xxiii

InfoPath---The Journey Begins

(12)

What Is InfoPath, and How Can It Be Used?

(11)

The Challenge of Forms Management

(1)

Microsoft's Solution: InfoPath

(1)

Try It Out: Opening the Sample Absence Request InfoPath Form

(2)

Side Trip: Installing the InfoPath 2003 Service Pack 1.1

(1)

InfoPath Features

(1)

Features Introduced in Service Pack 1.1

(1)

The InfoPath Form Process

(1)

Ways to Use InfoPath

(1)

Single User

(1)

Published for Others' Use

(1)

Collaborative Efforts

(1)

Ways to Connect Data to InfoPath

(1)

Deployment Requirements for Designing and Filling Out InfoPath Forms

(1)

Taking a Look at a Typical InfoPath Form

(1)

Try It Out: Testing the Features of the Absence Request Form

(2)

Summary

(1)

Exercises

(1)

Getting Started Designing with InfoPath

(16)

Touring the InfoPath Designer

(6)

Overview of the Task Panes

(1)

Layout Task Pane

(1)

Control Task Pane

(1)

Data Source Task Pane

(1)

Views Task Pane

(1)

Creating Your First InfoPath Form

(8)

Try It Out: Creating a New InfoPath Form

(2)

Exploring the Ways of Designing a New Form

(1)

Working with Tables

(1)

Adding a Table

(1)

Try It Out: Adding the Tables

(1)

Resizing Table Columns and Rows

(1)

Try It Out: Resizing Elements

(1)

Setting Fonts and Adding Text to the Form

(1)

Try It Out: Setting Font Information and Adding Text

(1)

Adding Controls to the Form

(1)

Try It Out: Adding Controls

(1)

Setting a Color Scheme

(1)

Try It Out: Set the Color Scheme

(1)

Summary

(1)

Exercises

(1)

Understanding Data

(16)

A Quick Database Primer

(6)

Databases in the Real World

(1)

Database Models

(1)

Flat File Model Databases

(1)

Relational Database Model

(1)

Tables: Where Data is Stored

(2)

It's All about Relations

(1)

Referential Integrity

(1)

Normalizing Your Data

(1)

Working with Various Databases

(5)

File Server versus Client Server

(1)

Front and Backends

(1)

Microsoft Access

(1)

Benefits and Issues of Microsoft Access

(1)

Microsoft Access Objects Used with InfoPath

(1)

Microsoft SQL Server

(1)

Benefits and Issues of Microsoft SQL Server

(1)

Microsoft SQL Server Objects Used with InfoPath

(1)

Other Databases

(1)

Looking Briefly at XML

(2)

Try It Out: Examining an XML Document

(1)

Introduction to Web Services

(2)

Web Services Overview

(1)

Using Web Services with InfoPath

(1)

Summary

(1)

Exercises

(1)

Creating an InfoPath Form from an Existing Data Source

(20)

Starting the Form Based on a Data Source

(6)

Specifying the Right Data for the Right Job

(1)

Working with the Data Connection Wizard

(1)

Try It Out: Creating the Form and Specifying the Data Source

(4)

Working with the Created InfoPath Form

(7)

A Look at the Features of the New Form

(1)

Try It Out: Filling in the Form Header Information

(1)

Data Source Task Pane

(1)

Try It Out: Displaying the Fields in the Data Source

(1)

Query Field Section

(1)

Adding the fields

(1)

Try It Out: Adding Fields to the Query Field Section

(1)

Using More Than One Query Field

(1)

Data Field Section

(1)

Adding Fields One at a Time

(1)

Adding Repeating Sections of Fields to the Form

(1)

Try It Out: Adding Fields to the Data Field Section

(1)

New Record and Run Query Command Buttons

(1)

Try It Out: Examining to Run Query Command Button Action

(1)

Previewing the Form

(3)

Try It Out: Querying a Customer Record by Region

(1)

Try It Out: Modify a Customer's Record

(1)

Try It Out: Adding a New Customer

(1)

Updating a Form's Data Source

(2)

Try It Out: Adding a Sort Order to tb/Customers

(1)

Summary

(1)

Exercises

(1)

Utilizing XML and Web Service Data Sources

(18)

XML Overview

(6)

What Is XML?

(1)

XML Documents

(1)

Standard XML Files

(2)

The XML Data Document (*.xml)

(1)

The Schema File (*.xsd)

(1)

Try It Out: Exporting tb/Shippers from Access to XML

(1)

Utilizing XML Data in InfoPath

(9)

Why Use an XML Data Source?

(1)

Creating an InfoPath Form Using an Existing XML Document

(1)

Try It Out: Specifying a XML Data Source

(2)

Try It Out: Adding the Fields

(1)

Utilizing Data with an XML Data Source

(1)

Try It Out: Adding a Data Source Using an XML Document

(5)

A Brief Look at the XML Used for InfoPath Forms

(1)

Try It Out: Examining the Files

(1)

Summary

(1)

Exercises

(2)

Working with Controls in General

(20)

Using the Right Control for the Right Job

(2)

Looking at the Starting Form for the Chapter

(1)

Try It Out: Open the Sample Form

(1)

Working with the Property Sheet

(1)

Setting the Default Value of a Control

(5)

Using Literal Values

(1)

Try It Out: Adding a Default Value to Quantity

(2)

Using Formulas

(1)

Try It Out: Using a Formula for Order Data Default Value

(2)

Working with Rules at the Control Level

(6)

What Are Rules and When Are They Used?

(1)

Creating Rules

(3)

Try It Out: Adding a Second Rule

(2)

Formatting Fields

(4)

Using Standard Formatting

(1)

Try It Out: Formatting the UnitPrice for Currency

(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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Beginning InfoPath 2003

Summary

Author Biography

Table of Contents

Supplemental Materials