SharePoint Integration

How to IPFS-enable a DBXL solution that contains Code

donstephen — Thu, 09 Oct 2014 03:07:23 GMT

With DBXL v2.3 you can quickly integrate your solution with SharePoint and IPFS in order to create a browser-based solution. In this document, we will create an administrator-approved form and activate it in SharePoint Admin site.

Note that this scenario is only necessary when the form has code. If you are using a codeless InfoPath form, please see a document called How to IPFS-enable a Codeless DBXL Solution.

How to IPFS-enable a codeless DBXL solution

donstephen — Thu, 09 Oct 2014 02:58:07 GMT

With DBXL v2.3 you can quickly integrate your solution with SharePoint and IPFS in order to create a browser-based solution. This document will illustrate an IPFS scenario using the Publish Library and XSN feature in DBXL.

Note that this step will not work if the form has code. If that is your scenario, please see a document called How to IPFS-enable a DBXL Solution that contains Code.

Create a SQL-based SharePoint Data View to access your DBXL Forms

Mel Clemente — Wed, 08 Oct 2014 19:46:52 GMT

One way to integrate DBXL forms with SharePoint is by creating a Data View using SharePoint Designer. In minutes, you can have a custom view of all your forms and the links needed to work with them.

To successfully complete this tutorial, you MUST have the following:

A DBXL Document Type with SQL Mapping. Please verify that this SQL Mapping is working as expected, because the connections in this tutorial depend on the data that is mapped into SQL.
Microsoft Office SharePoint Designer 2007.

Create a SharePoint Data View that uses GetListItems to access DBXL forms

donstephen — Tue, 07 Oct 2014 07:40:29 GMT

SharePoint Designer allows you to receive data from DBXL’s web methods, and one method is particularly interesting when creating a SharePoint Data View. The DBXLDocumentService web service contains GetListitems, which retrieves promoted properties in the form and displays them as columns in SharePoint. GetListItems has an added bonus: it will respect DBXL permissions.

To successfully complete this tutorial, you MUST have the following:

A form template with promoted properties.
This form template is published as a Document Type in DBXL, and documents have already been
added.
Microsoft Office SharePoint Designer 2007.

Another option involves first creating a Database (SQL) Mapping for your DBXL Document Type, then configuring your data view to retrieve data from SQL. Please read the document called Create a SQL-based SharePoint Data View to access your DBXL Forms for information on this alternative method.

If you require DBXL Document-Level permissions, please read Use Document-Level Permissions for browser-based forms in a data view.

Create a SharePoint 2010 Data View that uses GetListItems to access DBXL forms

donstephen — Tue, 07 Oct 2014 06:59:42 GMT

This document contains two approaches:

The first approach will discuss forms that will open in the client (InfoPath).
The second approach will deal with browser forms (IPFS) in SharePoint 2010. This second approach requires the use of Qdabra qRules.

To successfully complete this tutorial, you MUST have the following:

DBXL v2.4 or later
SharePoint 2010
SharePoint Designer 2010
qRules v2.4 or later (for browser forms only)

DBXL's Integrated Scenario

ErnestoM — Wed, 12 Feb 2014 18:21:23 GMT

Qdabra has recommended the Integrated scenario to customers using DBXL v2.7 or earlier versions. We call it “Integrated” because DBXL is installed on the SharePoint – 80 site (or the same site where the forms will be located) and the InfoPath form submits directly to the DBXL web service. Therefore, this scenario assumes DBXL was installed on the SharePoint site, typically SharePoint-80. This scenario is more common for DBXL users in MOSS 2007 and SharePoint 2010.

While there are additional scenarios that can be achieved with DBXL, this tutorial will focus on the Integrated scenario. Please refer to the DBXL Deployment Guide for information about other scenarios.

How to add a new custom column link to open DBXL forms in the browser

ErnestoM — Fri, 03 Aug 2012 14:26:44 GMT

DBXL allows you to create a SharePoint mapping to a form library. In that SharePoint form library, the Title column is used as a link to open the form. However, you may choose to add a link to a different column. These steps will show you how.

This document applies to the Integrated scenario, common in DBXL v2.7 and previous versions. Please refer to the DBXL v2.8 Deployment Guide for more information on DBXL v2.8 on SharePoint 2013.

Create a Content Type Mapping for a solution that contains code

Jo-Anne Alfafara — Tue, 06 Mar 2012 01:31:28 GMT

You can now integrate your browser-enabled qRules form or forms that have custom code using the content type mapping in DBXL! This is previously done by using the qRules command called SwapDOM. Now with the content type mapping feature, DBXL makes it possible to do this without the use of qRules.

Please click on DOWNLOAD to obtain this document.

Use Document-Level Permissions for browser-based forms in a data view

ErnestoM — Tue, 17 Jan 2012 20:07:20 GMT

In a previous document we showed how to create a data view based on SQL data. The problem with this solution is that if the DBXL-to-SQL connection fails, the data view will not show the correct data.

We solve this by creating a data view that queries directly from the DBXL web service. This document will show you how - click DOWNLOAD above to obtain it. As an added benefit, this method for creating a data view respects DBXL permissions. In addition, this document serves as a workaround for a scenario involving DBXL: if an InfoPath form has code, how can it be integrated with DBXL and SharePoint?

If your form does NOT contain code, you should first read the document called How to IPFS-enable a Codeless DBXL solution. If that document does not satisfy your requirements, then proceed with the steps below.

This document covers the following steps:

Prepare your form template for use in IPFS.
Add code to retrieve and submit documents while respecting permissions.
Convert the data connections for server use.
Publish your XSN as an administrator-approved form template.
Create a document type in DBXL.
Configure document-level permissions in DBXL.
Create a SharePoint data view to access your DBXL forms.

Note that some of these sections are optional. For example, if your desire is to simply create a SharePoint data view, skip to section 7. If permissions are not a part of your requirement, you may skip sections 1, 2 and 6.

This document applies to DBXL v2.2 and later.

Qdabra's Search Web Part

ErnestoM — Tue, 17 Jan 2012 20:06:05 GMT

Qdabra’s Search Web Part allows you to perform full-text searches from a SharePoint page. Click DOWNLOAD above to obtain both the web part and a document describing its installation and use. Note that Qdabra's Search Web Part requires DBXL v2.3 or later.

Last update - 6/26/2013

How to set up a SharePoint Mapping using Content Types

ErnestoM — Tue, 17 Jan 2012 19:42:53 GMT

One of the new features of DBXL is the ability to map your xml documents to a content type published in SharePoint. This new feature is illustrated in this tutorial. It provides step-by-step procedures which will guide you on how to setup a SharePoint mapping in DBXL using a content type. Click DOWNLOAD above to obtain this document.

This document applies to the Integrated scenario, common in DBXL v2.7 and previous versions. Please refer to the DBXL v2.8 Deployment Guide for more information on DBXL v2.8 on SharePoint 2013.

Using Single Sign-On with SharePoint Form Libraries in DBXL

ErnestoM — Tue, 17 Jan 2012 19:39:45 GMT

The primary purpose of this document is to explain how DBXL can use Single Sign-On (SSO) services to log into the target SharePoint server with credentials configured via SSO. Please click on DOWNLOAD to obtain this document.

How to Give Users Event log Permissions to Allow SharePoint Overwrite

ErnestoM — Tue, 17 Jan 2012 19:33:26 GMT

When a different user to the one who originally submitted a SharePoint document tries to edit and resubmit it, errors in the Qdabra eventlog will prevent completion of the SharePoint submit. To workaround this problem, you must give users read/write permissions to the Qdabra eventlog. Please read this document for a detailed solution. Click DOWNLOAD above to obtain the document.

How to create SharePoint mapping for a solution that contains code

ErnestoM — Tue, 17 Jan 2012 19:30:38 GMT

With DBXL (v2.3 - v2.7) you can integrate your solution with SharePoint. In this document, we will present a step-by-step walkthrough that allows you to create a SharePoint mapping for an InfoPath form template that contains code. Click DOWNLOAD above to obtain the document and a sample form with code.

This document applies to the Integrated scenario, common in DBXL v2.7 and previous versions. Please refer to the DBXL v2.8 Deployment Guide for more information on DBXL v2.8 on SharePoint 2013.

DBXL Permissions when using SharePoint form libraries

ErnestoM — Tue, 17 Jan 2012 19:24:12 GMT

Conditional SharePoint mappings in DBXL (v2.3 - v2.7) allow you to use hardcoded form libraries as a workaround for Document Type Active Directory group permissions. The steps in this document will illustrate an example. Click DOWNLOAD above to obtain the document.

This document applies to the Integrated scenario, common in DBXL v2.7 and previous versions. Please refer to the DBXL v2.8 Deployment Guide for more information on DBXL v2.8 on SharePoint 2013.