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Copying a form template does not change the copied template s access path or form ID As a result, InfoPath can still open copied templates if the original is available at its access path
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Simulating a Publish Domain for Testing
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Grasping the security model for domain forms can be a perplexing and frustrating ordeal And the worst part is that problems, if any, may not appear until you deploy your template and users start using your form Fortunately, there are settings to con gure preview to simulate the form template as published to a speci c location When you preview your form, it will behave as if it were being opened from the faux publish location you specify
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11: Se curity and Deployment
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Start by going to the Preview settings item from the Preview y-out menu on the File menu A region labeled Domain has a text box that allows you to enter any domain, as shown in Figure 1114 The domain http://MyServer entered in Figure 1114 will put the form in the local intranet zone when previewed If this URL were listed in your trusted sites zone, it would open in that domain zone instead
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Figure 1114: Entering a domain for the template when previewing the form
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When previewing with an arti cial domain in preview settings, be sure to fully test your form We recommend testing around data connections, roles, custom task pane, form code, or any other features that may have speci c permission or data access requirements
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Automatic Security Level We mentioned that all form templates begin life as restricted forms This setting is chosen by the Automatically determine security level (recommended) feature, which is enabled by default on all form templates The setting is a checkbox on the Form Options dialog when the Security and Trust category is selected The task of this automatic setting is to smartly select the appropriate security level for the form template As a result, most form designers won t need to worry at all about the security settings of their form since they re taken care of behind the scenes This is probably ne for the majority of form templates But as we ll see in a moment, it s not appropriate for all form designs
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InfoPath Se curity Levels
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The auto-selecting security level feature was designed to select the lowest possible security level It accomplishes this feat by analyzing speci c features used in your form s design The minimal security is chosen based on the highest level requested by any feature But the maximum security level that the automatic feature can select is domain Full trust will never be automatically selected, for three reasons First, InfoPath cannot detect many features that require full trust permission, such as speci c properties or methods used in custom form code Moreover, some reasons why a form could be full trust require the template designer to make subjective decisions (eg, to hide cross-domain security prompts) Second, even if the automatic feature could choose full trust, the form cannot be deployed as full trust without some additional preparatory work done by the form designer (We ll discuss details in the next section on full trust) Third, and most importantly, assigning a maximum level of full trust to a form template should be left as a nal decision to the form designer We ll see in the next section that there are more implications than meets the eye Having any of the following features in your form will bump up the security level to domain from restricted when Automatically determine security level (recommended) is checked: Custom task panes Form code (including script or managed code) Database, Web service, or SharePoint query or submit connections XML document data connections (when the XML le is not included in the form template) HTTP submit Custom ActiveX controls Roles Rules that open a new document
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