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Browser-enabled form templates are bumped up to domain trust when a Rich Text Box control is inserted into a view
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11: Se curity and Deployment
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What Features in Your Form Template Need Domain Trust
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What if your form template is at the domain security level, but you aren t sure which features require domain security One trick is to attempt to publish the form to a list of e-mail recipients The Publishing Wizard will contain a Details link that, when clicked, opens a dialog (as shown in Figure 1115) that includes all features that make the form require domain-level security
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Figure 1115: List of any settings or features resulting in the form template being at domain trust level
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Full Trust Security Level The full trust security level de nes the most privileged and powerful classi cation of InfoPath forms Running a form as full trust gives that form capabilities similar to those of a Windows program (such as InfoPath itself) With that kind of power comes many niceties that other security levels either don t support or support only after prompting the user But as with all powerful form features, they don t come without sacri ce: full trust form templates are more cumbersome to deploy and maintain than forms of other trust levels A full trust form has one major advantage that other forms do not: access to security level 3 OM properties and methods We ll leave details for Part II of this book, but we can quickly mention that level 3 OM is very powerful and could be used maliciously by a form For example, level 3 OM allows you to manipulate InfoPath s toolbars, save the form to any location, and even quit the InfoPath application! As you can tell, it wouldn t be safe to allow just any form to have these capabilities Other bene ts over domain
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trust forms include having no prompts on cross-domain data access as well as allowing unsafe custom ActiveX controls unrestricted access
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Some level 3 OM properties and methods in InfoPath are unavailable when you design a browser-compatible form template Details are covered in 17
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It s easy to design a full trust form template At any time, simply go to the Form Options dialog shown in Figure 1116, deselect the automatic trust setting, and select the Full Trust (the form has access to les and settings on the computer) option button Surprisingly, it s even easier to test your full trust form! InfoPath 2007 lets you preview your full trust form as, well, full trust! InfoPath 2003 did not allow the same luxury All it takes is a click on the Preview Form button The experience of lling out your full trust form with
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Figure 1116: Security and Trust tab of the Form Options dialog
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11: Se curity and Deployment
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preview will be very similar to lling out the form (Of course, some features are not available when previewing the form See 9 for details) Previewing the form with full trust is ne and in fact recommended for ease of use during development and basic testing However, don t forget that the form template will eventually need to be deployed so your users can use it There are two very different ways to deploy a full trust template Let s explore each option so you can determine which one better ts your formdesigning needs
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Deploying an Installable Template
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One way to deploy a full trust template is as an installable form This means you ll distribute a single executable to your users that they will, as administrators, install onto their computers In 9, we alluded to full trust forms when we discussed publishing a form as an installable form template Following the steps to create a Microsoft Installer (msi) le generates the nal product that you can distribute Your users then run the installer program to properly register the template on their systems After a successful installation, the full trust form is ready to use like any other form Installable form templates may include any form template features, such as a custom task pane, resource les, and form code
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