Amal Nagm

Note It is possible to publish a form template that contains compatibility errors. However, if you do so, the form template cannot be browser-enabled, either by you or the farm administrator.

All browser-enabled form templates must be hosted on a server running InfoPath Forms Services. To deploy a browser-enabled form template, you must publish a browser-compatible form template by using the Publishing Wizard in InfoPath and enable it for use on the Web.

To publish a browser-compatible form template, you must select the To a SharePoint server with or without InfoPath Forms Services option on the first screen of the Publishing Wizard.

There are two deployment modes for form templates that are hosted on a server running InfoPath Forms Services: one for user form templates and one for administrator-approved form templates. The following sections describes the two deployment options in more detail.

This type of form template can be enabled for use on the Web by a form template designer.

User form templates may not contain script or managed code, require full trust, or use a data connection that is managed by an administrator. In addition, user form templates may not be designed to be accessible in a mobile Web browser.

User form templates run under the domain-trust security level, which means that the form template is trusted by computers in the same domain as the server, and that any data connections in the form template are able to access data from the same domain only.

You can publish user form templates to a library or as a content type (content type: A reusable group of settings for a category of content. Use content types to manage the metadata, templates, and behaviors of items and documents consistently. Content types are defined at the site level and used on lists and libraries.) on a server running InfoPath Forms Services. To publish the form template to a library, you need permission to create libraries and lists on the site. To publish the form template as a site content type, you need permission to manage the site.

Deploying user form templates is best for form templates that do not have managed code and that have a limited scope of deployment, such as those that are meant to be used by employees in a single department.

Note If you want to deploy a form template but do not have permission to do so, you will see text in the Publishing Wizard telling you to contact a farm administrator for assistance. Before you ask a farm administrator to deploy a form template, you must publish it to a location where the administrator can access it. For example, imagine you just completed the design of a form template that allows customers to manage their insurance policy online. Because your form template contains data connections that are managed by the farm administrator, you cannot publish the form directly to a server running InfoPath Forms Services. Instead, you publish the form template to a network location specified by the administrator, where it can be checked for compliance with whatever design standards your organization uses for form templates. As a last step, you can notify the administrator that the form template is ready for review.

This type of form template can be enabled for use on the Web only by a farm administrator.

Administrator-approved form templates may contain script or managed code, require full trust, or use a data connection that is managed by an administrator. In addition, they may be designed to be accessible in a mobile Web browser.

Administrator-approved form templates may run under the full-trust or domain-trust security level.

The form template is generally verified and uploaded by a farm administrator, and then it is activated to a form template library for one or more site collections. Activation is the process that is used to turn features on or off in a site collection (site collection: A set of Web sites on a virtual server that have the same owner and share administration settings. Each site collection contains a top-level Web site and can contain one or more subsites.) or to make administrator-approved form templates available for use. A farm administrator must verify and upload an administrator-approved form template, but a site collection administrator can activate the form template after it has been uploaded.

Deploying administrator-approved form templates is best for form templates that need to be widely deployed for use by employees in many departments across an organization.