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Chapter 18
The Quiesce Farm option behaves similarly to the Quiesce Form Template
option, but instead of disabling a single form template, it disables all
browser-based form templates within the entire farm, regardless of whether
they have been deployed by a user or an administrator.
18.7 Document Information Panel
SharePoint Server 2007 and Windows SharePoint Services 3.0 are tightly
integrated with the Office 2007 suite. We have seen throughout this chap-
ter that when we deploy a form to a document library or a site content
type, the data entered into the fields on the form are promoted to columns
in the form library. This type of property promotion is extremely useful
Figure 18.35
Quiescing a form
Figure 18.36
Form template
with quiesced
604 18.7 Document Information Panel
when working with Office applications in general, as a user does not have
to open the complete document or form to reveal a specific property value.
Office applications such as Microsoft Word, Excel and PowerPoint have
supported property promotion into SharePoint lists and libraries since the
days of SharePoint Portal Server 2001; however, unless the properties were
one of the default document properties, such as Title, they were unwieldy
to capture and to map to SharePoint. With Office 2007, Microsoft has pro-
vided a convenient interface for you to capture content for the custom col-
umns in a SharePoint library that is consistent across all the Office
applications. The interface we are referring to is the Document Informa-
tion Panel, which is basically an InfoPath form embedded into your Office
application and mapped to SharePoint content. The Document Informa-
tion Panel replaces the Document Properties dialog used in earlier versions
of Office. Figure 18.38 shows the default panel associated with a Word
2007 document. You can replace the default panel with your own custom
Document Information Panel by associating the document with your Info-
Path form template.
Replacing the standard Document Information Panel with a custom
panel is very straightforward and involves creating a new custom template
and associating it with the document site content type associated with the
document library. When you navigate to a document library in SharePoint,
click on the Document Library Settings from the Settings menu, and then
click on the Document content type associated with the library, you are pre-
sented with the Document list content type settings (Figure 18.39). Because
we are accessing the content type settings for the list, any changes that are
Figure 18.37
Quiesce the
entire farm.
18.7 Document Information Panel 605
Chapter 18
made apply only to list’s version of the content type, the Document site
content type remains intact.
On the Document list content type page, there is a link to the Docu-
ment Information Panel settings associated with the content type. When you
access the Document Information Panel Settings page, you will find a link
that allows you to create a new custom template. Clicking on this link
launches InfoPath 2007, and InfoPath creates a data source connection
between the custom template and the library with which the content type is
associated. InfoPath also creates some controls on the form template and
binds them to columns in the SharePoint library. The form template is in
designer mode at this point, and you are free to add and remove layouts, col-
ors, controls, and bindings as needed (Figure 18.40). Once the template has
been designed, it is deployed to SharePoint using the publishing wizard.
When you initiate the publishing wizard during this process, you will notice
an additional option at the bottom of the list of locations that allows you to
deploy your form template as a Document Information Panel for a Share-
Point site content type or list content type (Figure 18.41). That’s really all
Figure 18.38
Default Word
2007 document
information panel.
606 18.7 Document Information Panel
there is to it; clicking Next simply brings you to the verification dialog for
one last check before you decide to deploy the template. Once the template
has been deployed, documents created in that document library adopt the
new Document Information Panel. Figure 18.42 shows the result of creating
a new document in the sample document library to which we deployed the
custom template. The same basic process is involved when you want to create
a custom Document Information Panel for a site content type, as opposed to
a list content type.
Figure 18.39
Creating a new
information panel
Figure 18.40
Custom template
designed in
InfoPath 2007.
18.7 Document Information Panel 607
Chapter 18
Figure 18.41
Publishing the
custom template.
Figure 18.42
Custom document
information panel
in action.

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