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Data connections, when running in Forms Services, require domain trust for on-box connections Any connections that go off-box require full trust permission Alternatively, domain trust form templates can still be used with off-box connections when using the Data Connection Library (DCL) or Centrally Managed Connection Library (CMCL) The DCL and CMCL features are discussed in s 14 and 17, respectively
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It is still possible to open and use a form template that steps beyond its security boundary However, any specific form features that depend on an elevated security level will fail with an error dialog A data connection is only one example
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One of the big wins you gain by designing a restricted form template is its exibility in deployment In 9, we discussed the e-mail data connection and how it requires restricted permission (This is the only case in which InfoPath blocks using a feature in design mode if the form template has too much privilege!) To understand why e-mail deployment requires restricted permission, it helps to understand how InfoPath handles opening restricted form templates
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Restricted form templates cannot be published to a server with Forms Services The Publishing Wizard automatically elevates the privileges of a template if it is browser-enabled
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We told you in 9 that deploying a form template to users requires the process of publishing But we didn t mention a slight detail: The access path does not matter when you publish a restricted template Figure 114 shows the page of the Publishing Wizard where you set the access path The primary reason why the access path doesn t matter is because restricted form templates can be opened from any location There are absolutely no constraints on where a restricted form template can be opened from, including email, a network share, or anywhere else you can imagine So there s no need to republish a restricted template if you want to move its location; you can just move it! Because a restricted template cannot, by de nition, have any form code or data connections, it is always considered to be safe
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Figure 114: Setting an access path, which is not required when publishing a restricted form template
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Restricted form templates do not require an access path However, without a real access path, restricted templates forego the ability to automatically update themselves on a user s computer When opening a form template, InfoPath checks the original publish location (ie, the access path) and downloads the latest form template if the current one is out of date If the access path is invalid, InfoPath silently skips the update
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Domain and full trust forms do not enjoy the freedom of mobility of restricted forms
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Given the exibility bestowed on restricted form templates, they are also a good mechanism to use if your template will be updated often Every time a form template is opened via e-mail, InfoPath will rst check the access path to see if there s an updated version of the template If there is no access path or the path is invalid, you may receive a Form Template Con ict prompt (Figure 115) The con ict occurs when InfoPath notices that an updated template uses the same form ID as an existing template but has a different access path Despite the access path not being a major factor in restricted form templates, it s still inferred from the location from where the form is opened If a restricted form template is opened from the e-mail attachment directly, it is likely to get copied to the computer in a temporary location, which is different than the location of the previous template However, if a valid access path was used or you manually saved the updated form template to the same path from which the previous form template was opened, a con ict wouldn t occur This path need not be on the local computer
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