BEGINNING INFOPATH 2003
CONTENTS CHAPTER 1: INFOPATH — THE JOURNEY BEGINS WHAT IS INFOPATH, AND HOW CAN IT BE USED? THE CHALLENGE OF FORMS MANAGEMENT MICROSOFT’S SOLUTION: INFOPATH TRY IT OUT: OPENING THE SAMPLE ABSENCE REQUEST INFOPATH FORM INFOPATH FEATURES THE INFOPATH FORM PROCESS WAYS TO USE INFOPATH SINGLE USER PUBLISHED FOR OTHERS’ USE COLLABORATIVE EFFORTS WAYS TO CONNECT DATA TO INFOPATH DEPLOYMENT REQUIREMENTS FOR DESIGNING AND FILLING OUT INFOPATH FORMS TAKING A LOOK AT A TYPICAL INFOPATH FORM TRY IT OUT: TESTING THE FEATURES OF THE ABSENCE REQUEST FORM SUMMARY EXERCISES CHAPTER 2: GETTING STARTED DESIGNING WITH INFOPATH TOURING THE INFOPATH DESIGNER OVERVIEW OF THE TASK PANES LAYOUT TASK PANE CONTROL TASK PANE DATA SOURCE TASK PANE VIEWS TASK PANE CREATING YOUR FIRST INFOPATH FORM TRY IT OUT: CREATING A NEW INFOPATH FORM EXPLORING THE WAYS OF DESIGNING A NEW FORM CONTENTS WORKING WITH TABLES ADDING A TABLE TRY IT OUT: ADDING THE TABLES RESIZING TABLE COLUMNS AND ROWS TRY IT OUT: RESIZING ELEMENTS SETTING FONTS AND ADDING TEXT TO THE FORM TRY IT OUT: SETTING FONT INFORMATION AND ADDING TEXT ADDING CONTROLS TO THE FORM TRY IT OUT: ADDING CONTROLS SETTING A COLOR SCHEME TRY IT OUT: SET THE COLOR SCHEME CHAPTER 3: UNDERSTANDING DATA A QUICK DATABASE PRIMER DATABASES IN THE REAL WORLD DATABASE MODELS FLAT FILE MODEL DATABASES RELATIONAL DATABASE MODEL TABLES: WHERE DATA IS STORED IT’S ALL ABOUT RELATIONS REFERENTIAL INTEGRITY NORMALIZING YOUR DATA WORKING WITH VARIOUS DATABASES FILE SERVER VERSUS CLIENT SERVER FRONT AND BACKENDS MICROSOFT ACCESS BENEFITS AND ISSUES OF MICROSOFT ACCESS MICROSOFT ACCESS OBJECTS USED WITH INFOPATH MICROSOFT SQL SERVER BENEFITS AND ISSUES OF MICROSOFT SQL SERVER MICROSOFT SQL SERVER OBJECTS USED WITH INFOPATH OTHER DATABASES LOOKING BRIEFLY AT XML TRY IT OUT: EXAMINING AN XML DOCUMENT INTRODUCTION TO WEB SERVICES WEB SERVICES OVERVIEW USING WEB SERVICES WITH INFOPATH CONTENTS CHAPTER 4: CREATING AN INFOPATH FORM FROM AN EXISTING DATA SOURCE STARTING THE FORM BASED ON A DATA SOURCE SPECIFYING THE RIGHT DATA FOR THE RIGHT JOB WORKING WITH THE DATA CONNECTION WIZARD TRY IT OUT: CREATING THE FORM AND SPECIFYING THE DATA SOURCE WORKING WITH THE CREATED INFOPATH FORM A LOOK AT THE FEATURES OF THE NEW FORM TRY IT OUT: FILLING IN THE FORM HEADER INFORMATION TRY IT OUT: DISPLAYING THE FIELDS IN THE DATA SOURCE QUERY FIELD SECTION ADDING THE FIELDS TRY IT OUT: ADDING FIELDS TO THE QUERY FIELD SECTION USING MORE THAN ONE QUERY FIELD DATA FIELD SECTION ADDING FIELDS ONE AT A TIME ADDING REPEATING SECTIONS OF FIELDS TO THE FORM TRY IT OUT: ADDING FIELDS TO THE DATA FIELD SECTION NEW RECORD AND RUN QUERY COMMAND BUTTONS TRY IT OUT: EXAMINING TO RUN QUERY COMMAND BUTTON ACTION PREVIEWING THE FORM TRY IT OUT: QUERYING A CUSTOMER RECORD BY REGION TRY IT OUT: MODIFY A CUSTOMER’S RECORD TRY IT OUT: ADDING A NEW CUSTOMER UPDATING A FORM’S DATA SOURCE TRY IT OUT: ADDING A SORT ORDER TO TBLCUSTOMERS CHAPTER 5: UTILIZING XML AND WEB SERVICE DATA SOURCES XML OVERVIEW WHAT IS XML? XML DOCUMENTS STANDARD XML FILES THE XML DATA DOCUMENT (* XML) THE SCHEMA FILE (* XSD) TRY IT OUT: EXPORTING TBLSHIPPERS FROM ACCESS TO XML UTILIZING XML DATA IN INFOPATH WHY USE AN XML DATA SOURCE? CONTENTS CREATING AN INFOPATH FORM USING AN EXISTING XML DOCUMENT TRY IT OUT: SPECIFYING A XML DATA SOURCE TRY IT OUT: ADDING THE FIELDS UTILIZING DATA WITH AN XML DATA SOURCE TRY IT OUT: ADDING A DATA SOURCE USING AN XML DOCUMENT A BRIEF LOOK AT THE XML USED FOR INFOPATH FORMS TRY IT OUT: EXAMINING THE FILES CHAPTER 6: WORKING WITH CONTROLS IN GENERAL USING THE RIGHT CONTROL FOR THE RIGHT JOB LOOKING AT THE STARTING FORM FOR THE CHAPTER TRY IT OUT: OPEN THE SAMPLE FORM WORKING WITH THE PROPERTY SHEET SETTING THE DEFAULT VALUE OF A CONTROL USING LITERAL VALUES TRY IT OUT: ADDING A DEFAULT VALUE TO QUANTITY USING FORMULAS TRY IT OUT: USING A FORMULA FOR ORDER DATE DEFAULT VALUE WORKING WITH RULES AT THE CONTROL LEVEL WHAT ARE RULES AND WHEN ARE THEY USED? CREATING RULES TRY IT OUT: ADDING A SECOND RULE FORMATTING FIELDS USING STANDARD FORMATTING TRY IT OUT: FORMATTING THE UNITPRICE FOR CURRENCY CONDITIONAL FORMATTING FORMATTING ATTRIBUTES DISPLAY PROPERTIES OF A TEXT BOX TRY IT OUT: CREATING CONDITIONAL FORMATTING CHAPTER 7: LOOKING AT SOME USEFUL CONTROLS AND TECHNIQUES USING EXPRESSION BOXES WITH FORMULAS TRY IT OUT: ADDING AN EXPRESSION BOX BASED ON A FORMULA UTILIZING COMMAND BUTTONS TRY IT OUT: ADDING A DELETE BUTTON CONTENTS UTILIZING DROP-DOWN LIST BOXES ON THE FORM ADDING A DROP-DOWN LIST BOX TO A FORM TRY IT OUT: ADDING THE FIELD FROM THE DATA SOURCE AS A TEXT BOX, AND THEN CHANGING IT TRY IT OUT: ADDING A DROP-DOWN LIST BOX AND BINDING IT TO A FIELD SPECIFYING LIST BOX DATA SOURCES WORKING WITH AN ADDITIONAL DATA SOURCE TRY IT OUT: SPECIFYING AN ADDITIONAL DATA SOURCE LIST BOX DATA CONNECTION PROPERTIES TRY IT OUT: SETTING A LIST BOX’S DATA CONNECTION PROPERTIES ENTERING THE LIST MANUALLY TRY IT OUT: CREATING THE LIST MANUALLY CHAPTER 8: WORKING WITH SECTIONS OVERVIEW OF TYPES OF SECTIONS IN AN INFOPATH FORM LOOKING AT CHOICE SECTIONS AND THE CHOICE GROUP CONTROL TRY IT OUT: ADDING A CHOICE GROUP CONTROL OPTIONAL SECTIONS TRY IT OUT: ADDING AN OPTIONAL NOTES SECTION AND SETTING ITS PROPERTIES SPECIFYING FILTERS ON INFOPATH FORMS TRY IT OUT: FILTERING A REPEATING TABLE USING A DROP-DOWN LIST BOX MASTER/DETAIL SECTIONS CHAPTER 9: MANAGING VIEWS VIEWS OVERVIEW TRY IT OUT: CREATING THE DEFAULT VIEW WORKING WITH VIEW PROPERTIES REVIEWING THE VIEWS TASK PANE GETTING TO THE VIEW PROPERTIES TRY IT OUT: CHANGING THE DEFAULT VIEW’S PROPERTIES CREATING MULTIPLE VIEWS TRY IT OUT: ADDING THE NOTES AND ORDERS VIEWS TRY IT OUT: SWITCHING BETWEEN MULTIPLE VIEWS CUSTOM TASK PANES HTML WEB PAGE USED FOR CUSTOM TASK PANE TRY IT OUT: CREATING THE TASK PANE IN HTML CONTENTS INFOPATH CUSTOM TASK PANE PROPERTIES TRY IT OUT: SPECIFY TASK PANE FILES IN YOUR INFOPATH FORM PRINT VIEWS TRY IT OUT: CREATING PRINT VIEWS CHAPTER 10: PUBLISHING INFOPATH FORMS WHAT IT MEANS TO PUBLISH AN INFOPATH FORM DIFFERENTIATING FORMS TO FILL FROM THEIR TEMPLATES WAYS TO DISTRIBUTE INFOPATH FORMS PUBLISHING TO A FILE SERVER TRY IT OUT: PUBLISHING A FORM ON A FILE SERVER PUBLISHING TO A WEB SERVER TRY IT OUT: PUBLISHING AN INFOPATH FORM TO A WEB SERVER E-MAILING INFOPATH FORMS TRY IT OUT: E-MAILING AN INFOPATH FORM WHEN FILLING EXPORTING TO A WEB PAGE TRY IT OUT: EXPORTING AN INFOPATH FORM MERGING DATA FROM SEPARATE FORMS TRY IT OUT: MERGING DATA FROM SEPARATE INFOPATH FORMS CHAPTER 11: WORKING WITH CODE IN YOUR INFOPATH FORM WHEN IS CODE NECESSARY? CHOOSE YOUR FLAVOR OF CODE: SCRIPT OR MANAGED CODE ( NET) JSCRIPT OR VBSCRIPT? TRY IT OUT: SETTING THE DEFAULT SCRIPT EDITOR MANAGED CODE WITH NET TRY IT OUT: DOWNLOADING THE INFOPATH 2003 TOOLKIT FOR VISUAL STUDIO NET LOOKING AT EVENT PROGRAMMING WHAT IS AN EVENT? INFOPATH EVENTS TRY IT OUT: CREATING YOUR FIRST SCRIPTED EVENT TRY IT OUT: CREATING YOUR FIRST MANAGED CODE EVENT CONTENTS CHAPTER 12: GETTING STARTED USING SCRIPTS INTRODUCTION TO MICROSOFT SCRIPT EDITOR TRY IT OUT: CREATING THE INITIAL FORM WORKING WITH JSCRIPT WORKING WITH CUSTOM FUNCTIONS TRY IT OUT: CREATING A CUSTOM FUNCTION TRY IT OUT: CALLING A CUSTOM FUNCTION USING VARIABLES REFERENCE VARIABLES VALUE VARIABLES XDOCUMENT OBJECT TRY IT OUT: ADDING REFERENCES TO FIELDS ON AN INFOPATH FORM PERFORMING OPERATIONS ON VARIABLES TRY IT OUT: UPDATING THE TXTFULLNAME FIELD FROM CODE TRY IT OUT: DISPLAYING LASTNAME, FIRSTNAME CONDITIONAL BRANCHING TRY IT OUT: ADDING AN CONDITIONAL IF STATEMENT CHAPTER 13: WORKING WITH NET MANAGED CODE INTRODUCTION TO THE NET FRAMEWORK COMMON LANGUAGE RUNTIME NET FRAMEWORK CLASS LIBRARY USING VISUAL STUDIO NET TRY IT OUT: CREATING A C# WINDOWS APPLICATION PROJECT ELEMENTS OF THE IDE MODIFYING THE PROJECT BY ADDING A CONTROL AND EVENT CODE TRY IT OUT: ADDING CONTROLS AND CODE EXECUTING THE APPLICATION EXECUTING WITH DEBUGGING (DEBUG MODE) EXECUTING WITHOUT DEBUGGING (RELEASE MODE) TRY IT OUT: RUNNING YOUR APPLICATION DEVELOPING INFOPATH PROJECTS IN NET REVIEW: INSTALLING THE INFOPATH 2003 TOOLKIT FOR VISUAL STUDIO NET WORKING WITH THE INFOPATH NAMESPACES TRY IT OUT: CREATING AN INFOPATH NET PROJECT DISTRIBUTING INFOPATH NET APPLICATIONS TRY IT OUT: CREATING THE SETUP DISTRIBUTION PROJECT CONTENTS CHAPTER 14: REAL-WORLD TASKS AND CODING EXAMPLES DATE CALCULATIONS SIMPLE DATE CALCULATIONS USING SCRIPT JSCRIPT DATE OBJECT CREATING A REFERENCE TO AN INFOPATH FIELD ASSIGNING A VALUE TO A VARIABLE TRY IT OUT: CREATING A FORM THAT MANIPULATES DATES USING SCRIPT DATE CALCULATIONS USING C# AND VISUAL STUDIO NET SYSTEM DATETIME CLASS TRY IT OUT: MANIPULATING DATES USING C# SENDING A FORM IN AN E-MAIL TRY IT OUT: CREATING A FORM THAT CAN E-MAIL ITSELF PROVIDING CONTEXT-SENSITIVE HELP TRY IT OUT: CREATING A CONTEXT-SENSITIVE HELP TASK PANE CHAPTER 15: CREATING AND WORKING WITH WEB SERVICES WEB SERVICES INFRASTRUCTURE USING WEB SERVICES LOCALLY TRY IT OUT: SETTING UP A WEB SERVICE LOCALLY USING WEB SERVICES FOR DATA SOURCE TRY IT OUT: BASING AN INFOPATH FORM ON A WEB SERVICE CREATING A WEB SERVICE USING ASP NET INTRODUCING ASP NET TRY IT OUT: CREATING AN ASP NET WEB SERVICE PROJECT LOOKING AT THE INITIAL TEMPLATE THE USING DIRECTIVE NAMESPACE AND CLASS DIRECTIVES INITIALIZATION CODE THE SAMPLE WEB SERVICE TRY IT OUT: CREATING AND TESTING YOUR FIRST WEB METHOD WORKING WITH WEB SERVICE METHODS THAT RETURN DATA INTRODUCING ADO NET DIFFERENCES BETWEEN ADO AND ADO NET ADO NET DATA PROVIDER CLASSES CONTENTS ADO NET OBJECTS TRY IT OUT: CREATING THE METHOD TO RETURN SUPPLIER INFORMATION CHAPTER 16: IMPLEMENTING SECURITY WHAT DOES SECURITY MEAN? INFOPATH SECURITY FORM-BASED SECURITY TRY IT OUT: LOOKING AT IE’S SECURITY SETTINGS FULLY TRUSTED FORMS TRY IT OUT: HOW TO CREATE A FULLY TRUSTED FORM USING THE SDK REGFORM UTILITY TRY IT OUT: CREATING A FULLY TRUSTED FORM USING THE REGFORM UTILITY HOW IT WORKS CREATING AN MSI TO AUTOMATICALLY SET UP FULL TRUST TRY IT OUT: USE THE REGFORM UTILITY TO CREATE AN MSI DEFINING SECURITY WITH THE NET FRAMEWORK DEFINING ASSEMBLIES ASSEMBLIES IN WEB SERVICES USER VERSUS CODE SECURITY CODE-BASED SECURITY ROLE-BASED SECURITY SYSTEM SECURITY NAMESPACE DIGITAL SIGNATURES USING DIGITAL SIGNATURES WITH INFOPATH TRY IT OUT: CREATING A TEST DIGITAL FOR TESTING TRY IT OUT: SIGN THE FORM WITH THE DIGITAL SIGNATURE CHAPTER 17: WORKING WITH INFOPATH AND WINDOWS SHAREPOINT SERVICES WHAT ARE WINDOWS SHAREPOINT SERVICES? WINDOWS SHAREPOINT SERVICES SITE FEATURES THE DIFFERENCE BETWEEN WINDOWS SHAREPOINT SERVICES AND SHAREPOINT PORTAL SERVICES TOURING A SHAREPOINT SITE DEFAULT LISTS OF THE SITE TRY IT OUT: TOURING THE DIFFERENT AREAS OTHER MAJOR AREAS CONTENTS CUSTOMIZING THE WINDOWS SHAREPOINT SERVICES TEAM SITE TRY IT OUT: APPLYING A THEME TO THE SITE ADDING EXISTING WEB PARTS TO YOUR SITE CREATING YOUR OWN WEB PARTS USING INFOPATH AND SHAREPOINT PUBLISHING AN INFOPATH FORM ON A SHAREPOINT SITE TRY IT OUT: PUBLISH A SALES REPORT TO A SHAREPOINT SITE FILLING OUT INFOPATH FORMS ON THE SHAREPOINT SITE TRY IT OUT: WORKING WITH THE FORM LIBRARY CHAPTER 18: MANUFACTURING PLANT CASE STUDY THE INFOPATH DOCUMENT CREATING THE DATABASE THE BOILERSYSTEM DATA MODEL BOILERSOPERATINGLOG TABLE SYSTEMLOG TABLE LOOKUP TABLES THE BOILERSYSTEM RELATIONSHIP MODEL LOOKING AT THE BOILER WEB SERVICE CREATING THE DATA ADAPTERS CREATING THE DATASETS CREATING TYPED DATASETS EXPOSING THE DATASETS INSERTING DATA SUBMITTING FROM INFOPATH SUBMITTING FORMS SITUATION