Upgrading to Microsoft Office InfoPath 2003 Service Pack 1

Applies to
Microsoft Office InfoPath™ 2003 Service Pack 2

Microsoft Office InfoPath 2003 Service Pack 2 contains updates and performance improvements for the Microsoft Office System. In addition, the service pack offers a number of features that are specific to InfoPath and make it easier to design, publish, and fill out forms. When you upgrade InfoPath with the service pack, you can choose whether to enable these service pack features.

This article explains how to do the following:

  • Upgrade your version of InfoPath with Microsoft Office InfoPath 2003 Service Pack 2
  • Upgrade existing InfoPath forms to incorporate the service pack features
  • Design InfoPath forms for users who have not upgraded
  • Fill out existing forms after you have upgraded

 Note   This article does not cover registry key information or other tasks that are specific to system administrators, such as the deployment of InfoPath on multiple computers. For information on these tasks, refer to the See Also box at the top of this article.

Deciding whether to upgrade

In addition to the Microsoft Office System reliability improvements and performance enhancements, Microsoft Office InfoPath 2003 Service Pack 2 includes a number of features specific to InfoPath. These features include new form controls, such as file attachment controls and master/detail controls, increased support for data connections, layout and printing improvements, and Microsoft Visual Studio® integration. For more information about the service pack, refer to the See Also box at the top of this article.

If you install the service pack, you automatically get the standard updates and performance enhancements for all of the programs in the Microsoft Office System, including InfoPath. In addition, you can choose whether to enable the InfoPath-specific features. This means that you can install the service pack to take advantage of the standard Microsoft Office System updates and performance improvements, and continue to work with InfoPath exactly as you do now. Or you can take advantage of those standard updates and also enable the service pack features, which allows you to more efficiently design and fill out InfoPath forms.

The service pack features are enabled by default when you install the service pack. However, disabling them is as easy as selecting a check box in the Options dialog box on the Tools menu.

When you install the service pack and enable the service pack features in InfoPath, you can still fill out all forms, regardless of whether they were designed with or without the service pack installed. In addition, you can continue to design and maintain forms for users who have not enabled the service pack features.

Upgrade strategies for form designers

If you design and deploy forms, deciding whether to install the service pack and enable the service pack features depends in part on whether your users have done so. There are three possible scenarios that you should consider before you begin your upgrade:

  • All of your users will be enabling the service pack features on their computers.
  • Some of your users will be enabling the service pack features and some will not be enabling them.
  • None of your users will be enabling the service pack features.

The following sections provide recommendations on whether you should install the service pack and enable the service pack features, based on these three scenarios.

All of your users will be enabling the service pack features

In this case, you should install the service pack on your computer, enable the service pack features (which are enabled by default), and upgrade all your forms so that they include the service pack features.

 Notes 

  • If a user tries to open an upgraded form on a computer that does not have the service pack installed, a message will appear, explaining how to install the service pack.
  • If a user tries to open an upgraded form on a computer that has the service pack installed but does not have the service pack features enabled, an error message will appear, explaining how to enable the features.

Only some of your users will be enabling the service pack features

In this scenario, you have two options. You can choose to design all of your forms without the service pack features, which means all of your users will be able to open the forms. You can also choose to design two versions of each form — one for those users who have enabled the service pack features and one for those who haven't.

For both scenarios, you should install the service pack on your computer and disable the service pack features. Then, if you choose to design two versions of each form, you should temporarily enable the service pack features only when you want to create a form for your users who have also enabled those features. When service pack features are enabled, you can also export versions of the form without the service pack features, although this results in all service pack features disappearing from that form, which can make the form difficult to test for errors.

None of your users will be enabling the service pack features

In this case, you should install the service pack on your computer but disable the service pack features for InfoPath. This will allow you to design forms for all your users, including those who have not installed the service pack or have installed the service pack but have not enabled the service pack features.

 Note   Installing the service pack, even when you do not enable the InfoPath-specific features, provides several benefits, including bug fixes and performance enhancements.

Installing the service pack

You only need to install one service pack, regardless of whether you have the Microsoft Office System installed on your computer or a stand-alone version of InfoPath. Microsoft Office InfoPath 2003 Service Pack 2 includes the InfoPath-specific features.

  • To install the service pack, click the installation link in the See Also box at the top of this article, and then follow the instructions on the page.

Enabling or disabling the service pack features

When you install the service pack, the service pack features are enabled by default. To disable them, or to re-enable them if they've been previously disabled, do the following:

  1. On the Tools menu, click Options, and then click the Advanced tab.
  2. On the Advanced tab, select or clear the Disable Service Pack features check box.
  3. Restart InfoPath.

ShowNot sure if you've already upgraded?

To verify whether you've installed the service pack and enabled the service pack features, do the following:

  • On the Tools menu, click Options, and then click the Advanced tab.

If the Advanced tab contains a Disable Service Pack features check box and the check box is cleared, then the service pack has been installed and the service pack features are enabled. The tab should look like this:

Advanced tab on Options dialog box

If the Advanced tab contains a Disable Service Pack features check box and the check box is selected, then the service pack has been installed but the service pack features have been disabled.

If the Advanced tab does not contain a Disable Service Pack features check box, then the service pack has not been installed.

Upgrading forms that you designed

After you install the service pack, use the following steps to upgrade any existing forms that you have designed so that you can add the service pack features to them.

 Note   InfoPath does not automatically upgrade your existing forms because users who have not enabled the service pack features cannot fill out upgraded forms.

  1. Open the form in design mode.
  2. When prompted, click Yes if you want to enable service pack features, and then save the form.

 Note   If you do not immediately upgrade a form when you open it, you can upgrade the form later by clicking Add Service Pack Features to Form on the Tools menu.

When your users open an upgraded form, one of the following will occur:

  • If the user has already installed the service pack and enabled the service pack features, the form will open normally.
  • If the user has installed the service pack and disabled the service pack features, the form will not open. Instead, a message will appear, explaining how to enable the service pack features.
  • If the user has not installed the service pack, the form will not open. Instead, a message will appear, explaining how to install the service pack.

Exporting forms for users who haven't upgraded

When you enable the service pack features for your version of InfoPath, the new forms that you design can only be filled out by users who have also enabled the service pack features. To support users who have not installed the service pack or enabled the service pack features, it is recommended that you temporarily disable the service pack features before designing the form. However, you can also keep the service pack features enabled, design the form, and then export a version of the form that does not include the features.

This exported version of the form will not contain any of the service pack features. For example, the service pack enables you to add a rule to your form that opens a dialog box when the user opens the form. If you design a form with this rule, and then export a version of the form without the service pack features, the rule isn't included and the user won't see the dialog box. Because these features will disappear without any indication in the form, it is important to thoroughly test your form after exporting it.

  1. On the Tools menu, click Form Options, and then click the Advanced tab.
  2. Click Export.
  3. In the Export dialog box, browse to the folder where you want to save the form.
  4. In the File name box, type a name for the form, and then click Save.

Working with forms that haven't been upgraded

If you install the service pack on your computer and enable the service pack features, you can still fill out forms that were designed without the service pack installed. However, the service pack features will be unavailable while you fill out that form.

In addition, InfoPath Help contains information that may not apply to that form. If you want to browse InfoPath Help topics that do not discuss service pack features, you will need to disable the service pack features for your installation of InfoPath.

 
 
Applies to:
InfoPath 2003