Powering Office 2003 with XML

by Peter G. Aitken (Chapel Hill, NC, PGA Consulting )

• ISBN13: 9780764541223
• ISBN10: 0764541226
• Edition: CD
• Format: Paperback
• Copyright: 2003-10-01
• Publisher: WILEY

Summary

Find out how to Understand XML specification and schemas Set up and complete InfoPath TM forms Design new forms from XML data files Debug InfoPath scripts Tackle real-world problems with the help of case studies Work with data in each of the XML-supported Office applications You don't need to be a programmer to enhance Office with XMLXML support for Microsoft ? Office 2003 has taken interoperability to a new level. Now you can share data among Office applications, across platforms, and over the Internet using built-in XML tools. In this clearly organized volume, Peter Aitken helps you define and standardize document data structure within your organization using XML. He explains XML technology, walks you through designing templates with InfoPath, and shows you how to use the XML tools built into Word, Excel, Access, and FrontPage ? to facilitate data exchange throughout your enterprise."...the real-world case studies are practical, offering detailed solutions to the scenarios outlined. I would recommend this book to anyone who plans to leverage the features found in the Office System 2003 for their business." -Dave Beauchemin, Microsoft MVPCD-ROM Includes Trial versions of John Walkenbach's Power Utility Pak, HotDog Professional, WinRAR TM , and many others Demo versions of BBEdit ? , XML Pro, and more Exclusive Office 2003 Super Bible eBook, with more than 500 pages of information about how Microsoft Office components work together Valuable author files and examples

Author Biography

Peter Aitken is the proprietor of PGA Consulting, which provides custom application and Internet development to business, academia, and government. He has written 30 books and hundreds of magazine and trade publication articles on various computer-related topics.

Table of Contents

Preface	vii
Part I Enhancing Office with XML
Office and XML Technology	3	(10)
Why XML?	3	(2)
XML in Office 2003	5	(8)
XML and Word	6	(2)
XML and Excel	8	(1)
XML and Access	9	(1)
XML and InfoPath	10	(3)
What Is XML?	13	(10)
XML Overview	13	(3)
XML Is a Markup Language	13	(1)
XML Is Plain Text	14	(1)
XML Is Extensible	15	(1)
XML Supports Data Modeling	15	(1)
XML Separates Storage from Display	15	(1)
XML Is a Public Standard	16	(1)
Background and Development of XML	16	(1)
XML and Related Technologies	17	(6)
XML Schema Definition Language	18	(1)
Cascading Style Sheets	18	(1)
Extensible Stylesheet Language for Transformations	19	(4)
Part II Getting Going with XML and InfoPath
Introduction to InfoPath	23	(26)
What InfoPath Does	23	(3)
InfoPath's Two Modes	23	(1)
Forms and Form Templates	24	(1)
The InfoPath Screen	24	(2)
Sample Forms	26	(1)
Opening Forms	26	(1)
Filling Out Forms	27	(6)
Navigating a Form	27	(1)
The Date Picker Control	28	(1)
Inserting Hyperlinks	29	(1)
The Picture Control	29	(1)
Working with Views	30	(1)
Working with Repeating Tables	30	(1)
Inserting Sections	31	(2)
Formatting with Rich Text Controls	33	(8)
Font Formatting	34	(1)
Inserting Images	35	(1)
Highlighting	36	(1)
Lists	36	(1)
Text Alignment and Indentation	37	(1)
Heading Styles	38	(1)
Tables	38	(3)
AutoComplete	41	(1)
Correcting Forms	42	(2)
Check Spelling	42	(2)
Data Validation	44	(1)
Merging Forms	44	(1)
Saving and Sharing Forms	45	(2)
Save the Form	45	(1)
Save the Form as a Web Page	45	(1)
Submit a Form	46	(1)
E-Mail a Form	46	(1)
InfoPath Form Security	47	(2)
Basic Security	47	(1)
Digital Signatures	48	(1)
Designing InfoPath Forms, Part 1	49	(30)
Form Design Overview	49	(2)
The Data Source	49	(2)
The Visual Interface	51	(1)
Starting a New Form	51	(5)
With an Existing Data Structure	52	(4)
Creating a Data Source from Scratch	56	(1)
Saving and Opening Forms	56	(1)
Working with the Data Source	57	(5)
Adding to a Data Source	58	(2)
Data Types	60	(1)
Viewing Data Source Details	60	(1)
Modifying a Data Source	61	(1)
Form Layout	62	(12)
Layout Tables	62	(1)
Add a Layout Table	63	(1)
Modifying a Layout Table	64	(1)
Formatting a Layout Table	65	(2)
Adding Content to a Layout Table	67	(2)
Sections	69	(5)
Color Schemes	74	(1)
Form Views	75	(4)
Creating a New View	75	(1)
View Properties	76	(3)
Designing InfoPath Forms, Part 2	79	(28)
Controls	79	(13)
Control Overview	79	(2)
Placing Controls on a Form	81	(2)
Using the Repeating Table Control	83	(1)
Using the List Controls	84	(1)
Changing Control Type	84	(1)
Changing Data Binding	85	(1)
Data Binding Status	85	(1)
Control Properties	86	(5)
The Button Control	91	(1)
Conditional Formatting	92	(2)
Data Validation	94	(5)
Required Data Validation	95	(1)
Data Type Validation	96	(1)
Data Value Validation	96	(3)
Using Formulas on Forms	99	(2)
Setting User Options	101	(3)
Form Submission	101	(2)
Form Merging	103	(1)
Form Protection and Security	103	(1)
Testing Your Form	104	(1)
Publishing Your Form	105	(2)
Scripting with InfoPath	107	(28)
Scripting Overview	107	(1)
Background Information	108	(1)
Setting the Scripting Language	108	(1)
The Script Editor	109	(2)
InfoPath Events	111	(4)
Form-Level Events	111	(1)
Data Validation Events	112	(2)
The OnClick event	114	(1)
Event Procedure Arguments	114	(1)
The InfoPath Object Model	115	(2)
Using the Object Browser	117	(1)
Scripts and Security	118	(1)
Debugging Scripts	119	(1)
Script Examples	120	(15)
Inserting the Date	121	(1)
Performing Calculations	122	(4)
Validating Data	126	(3)
Selecting a View Based on Data	129	(6)
Part III XML and Other Office Applications
Word and XML	135	(24)
Using the WordML Schema	135	(1)
Opening Other XML Files	136	(1)
Creating a New XML Document	137	(1)
Converting a Word Document to XML	138	(1)
Editing Other XML Documents	139	(8)
Adding Elements	143	(1)
Deleting Elements	143	(1)
Working with Attributes	144	(1)
Formatting and Layout	145	(2)
Saving Documents	147	(1)
Document Validation	147	(2)
Using Transforms	149	(3)
Transforms for Displaying Documents	149	(3)
Transforms for Saving Documents	152	(1)
The Schema Library	152	(2)
XML Options	154	(2)
Protecting XML Tags and Data	156	(3)
Excel and XML	159	(26)
XML and Lists	159	(1)
The Sample Data and Schema	160	(3)
The XML Source Task Pane	163	(3)
Adding Maps	163	(2)
Using Maps	165	(1)
The List and XML Toolbar	166	(1)
Opening XML Files	167	(5)
Open as an XML List	168	(1)
Open as a Read-Only Workbook	169	(1)
Open Using the XML Source Task Pane	170	(2)
Importing XML Data	172	(2)
Importing into a New List	172	(1)
Importing into an Existing List	173	(1)
Working with XML Lists	174	(8)
XML List Properties	174	(2)
Formulas in Lists	176	(2)
Exporting an XML List	178	(3)
Other List Commands	181	(1)
XML Data Validation	182	(1)
Saving Workbooks as XML	183	(2)
Access and XML	185	(22)
Importing XML Data and Schemas	185	(4)
XML Data and Tables	185	(2)
Importing Data	187	(1)
Importing Structure	188	(1)
Access and XML Data Types	189	(1)
Exporting Access Objects to XML	189	(18)
Sample Data	190	(1)
The ReportML Vocabulary	191	(3)
Export Basics	194	(6)
XML Export Options	200	(3)
Client versus Server	203	(1)
XML Exporting versus HTML Exporting	204	(1)
Exporting Live Data	204	(2)
Deploying Your Application	206	(1)
FrontPage and XML	207	(20)
XML-Based Data for the Web	207	(1)
The Sample Data	207	(2)
Viewing and Editing XML	209	(1)
Using XML Web Parts	210	(3)
Creating an XML Web Part	210	(1)
A Web Part Example	211	(2)
Using Data Views	213	(14)
Creating a Data View	214	(1)
The Data View Details Task Pane	215	(12)
Part IV Case Studies
Connecting Word and InfoPath	227	(18)
Overview	227	(1)
The Scenario	227	(1)
Create the Schema	228	(1)
Design the InfoPath Form	229	(1)
Create the Stylesheet	230	(3)
Apply the Stylesheet	233	(4)
Creating a Stylesheet with Formatting	237	(8)
Define and Apply the Style	237	(1)
The Style Definition	238	(1)
Apply the Style	239	(1)
Checking Namespaces	240	(1)
Other Details	240	(3)
Load and Apply the New Stylesheet	243	(2)
Connecting Excel and InfoPath	245	(22)
Scenario	245	(1)
Planning	246	(1)
Create the Schema	246	(3)
Design the InfoPath Form	249	(7)
Create a New Form Template	249	(1)
Selecting a Layout	249	(2)
Adding Controls	251	(1)
Fine-Tuning the Form	251	(5)
Create the Workbook	256	(7)
Import the Map	256	(1)
Creating the XML List	257	(1)
Importing the Sample Data	258	(1)
The Workbook Analysis Functions	258	(5)
Additional Considerations	263	(4)
Data Validation	264	(1)
Data Flow	265	(2)
Connecting Access and InfoPath	267	(22)
The Scenario	267	(1)
Creating the Database	267	(6)
Database Design	268	(1)
Creating a New Database and the Donors Table	268	(3)
Define the Donations Table	271	(1)
Defining the Relationship	272	(1)
Designing the InfoPath Form	273	(11)
Connect to the Data Source	274	(2)
The New Form	276	(2)
About the Data Source	278	(1)
Modifying the Query View	278	(1)
Starting the Data Entry View	279	(1)
Fine-Tuning the Data Entry Form	280	(2)
Adding a Submit Button	282	(1)
Setting Form Submission Options	283	(1)
Using the Form	284	(5)
Connecting FrontPage and InfoPath	289	(10)
The Scenario	289	(1)
Design the InfoPath Form	289	(3)
Fill Out and Save the Form	292	(1)
Design the Web Page	293	(4)
Adding the In-Stock Data View	293	(3)
Adding the Out-of-Stock Data View	296	(1)
Using the Web Page	297	(2)
Connecting Word and FrontPage	299	(12)
The Scenario	299	(1)
Create the Schema	300	(1)
Creating the Template	300	(6)
Template Design: Schema and Visual Appearance	301	(2)
Template Design: XML Mapping	303	(1)
Create a Sample Data File	304	(2)
Create the Web Page	306	(5)
Create the Transform	306	(2)
Create the XML Web Part	308	(3)
Connecting Web Publishing and InfoPath	311	(18)
Overview	311	(1)
The Scenario	311	(1)
Designing the Form	312	(4)
Creating the Data Source	312	(2)
Designing the Form	314	(2)
Save the Form as a Web Page	316	(1)
Use a Transform to Create a Web Page	317	(7)
Designing the Transform	317	(1)
Initial Stylesheet Elements	318	(2)
Other Stylesheet Elements	320	(1)
Trying It Out	321	(3)
Using an InfoPath Script to Apply the Transform	324	(5)
Appendix A What's on the Companion CD-ROM	329	(6)
System Requirements	329	(1)
Using the CD	329	(1)
What's on the CD	330	(3)
Author-created materials	330	(1)
Applications	330	(3)
eBook Version of Powering Office 2003 with XML	333	(1)
eBook Version of the Office 2003 Super Bible	333	(1)
Troubleshooting	333	(2)
Appendix B XML Fundamentals and Syntax	335	(16)
Markup and Tags	335	(1)
Document Structure	336	(1)
XML Names	336	(1)
Elements	337	(2)
Nesting Elements	337	(1)
The Document Element	338	(1)
Empty Elements	339	(1)
Attributes	339	(2)
Special Attributes	340	(1)
Entities	341	(3)
The Document Element as Entity	342	(1)
Internal Text Entities	342	(1)
External Text Entities	343	(1)
External Binary Entities	344	(1)
Character Entities	344	(1)
Character Data	345	(1)
Notations	345	(1)
Comments	346	(1)
Processing Instructions	346	(1)
White Space Issues	347	(2)
A Complete XML Document	349	(2)
Appendix C Data Modeling with XSD Schemas	351	(24)
XSD Overview	351	(1)
Namespaces	352	(3)
Default Namespace Declarations	353	(1)
Explicit Namespace Declarations	354	(1)
XSD Data Types	355	(15)
Simple Data Types	355	(8)
Complex Data Types	363	(7)
The schema Element	370	(1)
A Schema Demonstration	371	(4)
Appendix D XSLT and XPath	375	(26)
XSLT	375	(10)
XSLT Structure	376	(1)
An XSLT Demonstration	376	(4)
XSLT Templates	380	(1)
Literal Text	380	(1)
The xsl:text Element	380	(1)
The xsl:value-of Element	381	(1)
The xsl:if Element	381	(1)
The xsl:choose Element	382	(1)
The xsl:for-each Element	382	(1)
The xsl:apply-templates Element	383	(1)
The xsl:sort Element	384	(1)
XPath	385	(16)
XPath Patterns	386	(2)
XPath Expressions	388	(4)
Functions	392	(9)
Index	401