Publish a form template with full trust

This article explains how to publish a form template with full trust by using the Microsoft Office InfoPath Publishing Wizard.

In this article


Overview

Forms that are based on a form template with full trust can access the system resources on a user's computer. For example, imagine that you are designing a form template whose forms can determine the size of the hard disk on a user's computer for inventory purposes. In order for the form to get this information from the operating system, you need to design a form template with full trust.

For a form to access the system resources on a user's computer, the form template must be digitally signed with a certificate from a trusted certificate authority and then published to a shared network location. You can then send the form template in an e-mail message or have your users open a form that is based on the form template from the shared network location.

Security  Remind your users that they should open only attachments to e-mail messages from trusted sources.

When users with Microsoft Office Outlook 2007 open the e-mail message, they can fill out the form directly in the body of the e-mail message. Users with earlier versions of Outlook or with other e-mail applications receive an e-mail message with both the form and the form template that it is based on as attachments. These users must first open the form template attachment to install the form template on their computer. Then they can open the form attachment, which will open the form in InfoPath, where they can fill it out.

If your company does not have an infrastructure to issue and manage certificates, you can publish a form template that must be installed on each user's computer. Then the administrator or someone with the appropriate user rights on the user's computer can copy the installation file, and then install the form template.

To create an installable form template, you will need Microsoft Visual Studio .NET 2003 or Microsoft Visual Studio 2005 installed on your computer. You can then use the Publishing Wizard to create an installable file that can install the form template on your users' computers.

Publishing a form template is not the same as saving a form template. When you publish a form template, the Publishing Wizard adds the publish location and processing instructions to the form template so that users can open forms that are based on this form template. When you save a form template, you are saving a copy of the form template, just as you do when you save a file to your computer. You should always use the Publishing Wizard when you want to make your form template available for your users to fill out.

Top of Page Top of Page

Before you begin

Before you publish your form template, you will need the following:

  • If you are creating an installable file, you will need either Visual Studio .NET 2003 or Visual Studio 2005 installed on your computer.
  • If you want to distribute a digitally signed form template in an e-mail message, you will need Office Outlook 2007 installed on your computer.
  • If you are creating an installable file, verify that users who will run the installable file have administrator rights on their computers.

Top of Page Top of Page

Publish a digitally signed form template to a shared network location

 Note   This procedure assumes that you have a form template that has been digitally signed with a certificate from a certificate authority. Find links to more information about digital signatures in the See Also section.

  1. On the File menu, click Publish.
  1. In the Publishing Wizard, click To a network location, and then click Next.
  2. On the next page of the wizard, click Browse.
  3. In the Browse dialog box, browse to the shared network folder where you want to publish the form template, and then click OK.
  4. Type the name of the form template in the Form template name box, and then click Next.
  5. If you have an alternate path where users can go to get the file, such as a link in a Web page, type that alternate path in the box on the next page of the wizard. Otherwise, click Next.
  6. On the next page of the wizard, verify that the information shown is correct, and then click Publish.
  7. To send an e-mail message with the form and form template to your users, select the Send the form to e-mail recipients check box, and then click Close.

An e-mail message with the form in the message body will open for you to fill out and send to your users. If your users have Microsoft Office Outlook 2007, they can fill out the form when they open the e-mail message. Users with earlier versions of Outlook or other e-mail applications will receive an e-mail message with the form and the form template attached. Users can open the form template attachment to install the form template on their computer. Then the users can open the form attachment and fill out the form in InfoPath.

 Tip   In the Introduction box in the e-mail message, type a reminder to your users to open only attachments to e-mail messages from a trusted sender.

Top of Page Top of Page

Use the Publishing Wizard and Visual Studio to create an installable file

  1. On the File menu, click Publish.
  1. In the Publishing Wizard, click As an installable form template (requires Microsoft Visual Studio), and then click Next.
  2. Type your company's name in the Company Name box, select the language that the Installation Wizard will use in the Language list, and then click Next.
  3. On the next page of the wizard, click Browse.
  4. In the Browse dialog box, browse to the shared network folder where you want to publish the installable file, and then click OK.
  5. Click Next.
  6. On the next page of the wizard, click Publish.

After you publish the form template, the administrator or someone with administrator rights can install and register the form template by running the installable file from the users' computers.

Top of Page Top of Page

 
 
Applies to:
InfoPath 2007