Info Path in EndtoEnd Enterprise Solutions Integrating Info

Info. Path in End-to-End Enterprise Solutions: Integrating Info. Path with Siebel and SAP Hagen Green Software Design Engineer in Test Microsoft Corporation

What We Will Cover: Business Process Automation Challenges Microsoft® Info. Path™ Overview and Design Patterns Info. Path and SAP Info. Path and Siebel

Session Prerequisites Primary technologies: Info. Path 2003 Web services SAP and/or Siebel High-level understanding of ERP software is sufficient Extended topics: Microsoft® Windows Server™ Microsoft® Biz. Talk® Server 2004 Microsoft® Windows Share. Point® services Level 300

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System = Programs + Servers + Solutions + Services

Business Process Automation and Collaboration The problem: Lack of integration between productivity tools and data silos in IT makes it difficult for organizations to effectively connect applications, people, and data.

The Case for Accessing Data Silos from the Desktop Unstructured Semi-structured Structured ERP RDBMS HR CRM

Challenges of Line of Business (LOB) Clients Proprietary user interface Difficult for the average user to work with Hard to push out to target audience Once deployed, difficult to change the process No offline work capabilities High cost to customize to your business Maintenance is prohibitively expensive The Result Most companies use paper forms Data entry errors = costs and poor service Stuck in less robust and outdated processes

Demonstration One What is Info. Path?

How Info. Path Works XML Data XML HTTP SOAP XML Web WSDL services UDDI ASP. NET SAP Siebel Biz. Talk SQL IIS WSS ADO. . .

Info. Path Design Patterns Structured data as documents “Template”—defined in a strict sense! Store XML files on Share. Point Aggregation over files Front end to database Rich client plus existing back-end Query using SQL, code against XML Client for Web services Build business logic code into client and middle-tier Aggregate over multiple data silos More…?

Info. Path Design Patterns Common to all patterns: Microsoft® Office System integration Rich experience (offline, validation, etc. ) Multiple views and/or multiple forms Data-centric programming model Build business logic to help users interact with data Part of end-to-end solution Fabri. Kam – sample solution msdn. microsoft. com/fabrikam

Info. Path in the Enterprise Information Workers Enterprise Applications XML Web services ERP RDBMS HR CRM

Communicating with SAP Using Info. Path XML Data 1 User 2 1. 2. Web services Interface Create Web service using the SAP. NET Connector Connect Info. Path to the Web service SAP. NET Connector

Demonstration Two Connecting to SAP

Taking Integration Further Internal and external Web services User authentication Use multiple clients or forms Aggregate multiple data sources Workflow orchestration with Biz. Talk Use Microsoft® Outlook® to deliver structured data as attachments Windows Share. Point Services for document handling and collaboration

Automate Your E-Procurement Business Process Web Services Interface PO Form Customer XML Files Decision Maker Amount? Invoice Form E-Mail Web Services Interface SAP Connector

SAP Integration Integrating SAP in three easy steps 1. 2. 3. Install the SAP. NET Connector Build a Proxy Web service Connect Info. Path to the Web service SAP. NET Connector Download at www. microsoft-sap. com Whitepaper on Info. Path/SAP integration

Communicating with Siebel Using Info. Path XML Data 2 User 3 1. Web Services Interface Enable Siebel’s RPC Web service Use Siebel client to enable Select interfaces/attributes using the Siebel Tool Configure EAPPS Server 2. 3. Create custom RPC-to-Doc Web service Connect Info. Path to the new Web service Note: Siebel v 7. 7 can generate a Doc-Literal Web service See www. siebel. com 1

Microsoft Account Planning Scenario: Manage the account planning process Account Manager Sales Manager Customer: Corp. Account Sales Products: Info. Path, Windows Server, Microsoft® Word, Siebel Scenario Features: Before: No standardized tool for account planning One form-based tool Create structured information with logic and relations enforced Step-by-step guidance to complete each section Contextual help Great form filling experience Account Info (Info. Path) Create Edit Submit Web Services Query Save Siebel Backend Business Value Formal process defined Offline form completion Next Steps Multi-form solution Portal for account planning Account Plan (Word) Generate

Siebel Integration 1. Enable Siebel’s RPC Web service Siebel client EAPPS server configuration utility Siebel tools 2. 3. Create custom RPC-to-Doc Web service Connect Info. Path to the new Web service Siebel and Microsoft Office integration: www. siebel-microsoft. com Contains whitepapers, FAQs and demos

Session Summary How Info. Path solves business process automation challenges Design patterns for integrating Info. Path with Enterprise applications Using the SAP. NET Connector to integrate Info. Path and SAP Connecting Info. Path to Siebel with a Web service proxy How Microsoft is using Info. Path for account planning

Additional Resources http: //www. microsoft. com/infopath http: //blogs. msdn. com/infopath Public Newsgroup: microsoft. public. newgroup

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