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Configure InfoPath Forms Services (Office Forms Server)

Office 2007

Updated: May 21, 2009

Applies To: Office Forms Server 2007

 

Topic Last Modified: 2009-05-11

InfoPath Forms Services provides you with the ability to deploy your organization's forms to a server or farm running Microsoft Office Forms Server 2007 and enable users to fill out these forms using a Web browser. There are many ways you can configure InfoPath Forms Services depending on the needs of your organization. For example, by default, form templates deployed by non-administrators ("user form templates") can be opened in a browser, but you can disable this feature so that only administrator-approved templates can be browser-enabled.

You must configure Forms Services before you begin to deploy form templates in order to avoid unexpected behavior.

Before you begin to configure InfoPath Forms Services, you should read the planning articles in Overview: Plan InfoPath Forms Services (Office Forms Server) to ensure your configuration choices are aligned with the needs of your organization.

To configure Forms Services, you will need to navigate to the Configure InfoPath Forms Services page in the SharePoint Central Administration Web site.

Configure Forms Services
  1. On the taskbar, click Start, point to Administrative Tools, and then click SharePoint 3.0 Central Administration.

  2. In the navigation bar, click the Application Management tab.

  3. On the Application Management page, in the InfoPath Forms Services section, click Configure InfoPath Form Services.

  4. On the Configure InfoPath Forms Services page, under User Browser-enabled Form Templates, you can choose settings that determine how user form templates are processed by Forms Services.

    1. Select the Allow users to browser-enable form templates check box to allow users to deploy browser-enabled form templates.

    2. Select the Render form templates that are browser-enabled by users check box to allow browser-enabled form templates deployed by users to be rendered in a Web browser. If this option is not selected, users can still deploy browser-compatible form templates, but these form templates are not accessible through a Web browser.

  5. In the Data Connection Timeouts section, specify default and maximum timeouts for data connections from browser-enabled form. The connection timeout can be changed by code in the form template, but will never exceed the maximum timeout specified.

    1. In the Default data connection timeout box, enter the time in milliseconds that will elapse before a data connection times out. The default timeout is 10000 milliseconds. You can override this setting with code within a form template that specifies the data connection timeout value.

    2. In the Maximum data connection timeout box, enter the maximum time in milliseconds that will elapse before a data connection times out. The default timeout is 20000 milliseconds. This is an absolute setting, and it will override any data connection timeout values specified within form template code.

  6. In the Data Connection Response Size section, type a value in kilobytes in the box to specify the maximum size of responses data connections are allowed to process. Data connection responses that exceed this value will generate an error message.

  7. Under HTTP Data Connections, select the Require SSL for HTTP authentication to data sources box to require an SSL-encrypted connection for data connections that use Basic Authentication or Digest Authentication. You must have configured SSL properly in order for this setting to function.

  8. Under Embedded SQL Authentication, select the Allow embedded SQL authentication box to allow forms to use embedded SQL credentials. Forms that connect to databases may embed SQL username and password in the connection string. The connection string can be read in cleartext in the UDC file associated with the solution, or in the solution manifest.

  9. Under Authentication to data sources (user form templates), select the Allow user form templates to use authentication information contained in data connection files box to allow user form templates to use embedded authentication information such as an explicit user name and password or a Microsoft Office Single Sign-On Application ID.

  10. Under Cross-Domain Access for User Form Templates, select the Allow cross-domain data access for user form templates that use connection settings in a data connection file box to allow user form templates to access data from another domain.

  11. Under Thresholds, specify the thresholds at which to end user sessions and log error messages. Form operations that exceed these thresholds will terminate the user session, resulting in the loss of all form data entered during the session, and generate an error message.

    1. In the Number of postbacks per form session state box, type the maximum number of postbacks you wish to allow. The default value is 75.

    2. In the Number of actions per postback box, type the maximum number of actions per postback you wish to allow. The default value is 200.

  12. Before you configure Form Session State, you should read the article Configure session state for InfoPath Forms Services (Office SharePoint Server). Correct configuration of Form Session state requires that you understand how session state is configured for Office SharePoint Server, and it can dramatically affect the behavior of Forms Services operations and system performance.

    Form session state stores data necessary to maintain a user session. File attachment data in the form will receive an additional 50 percent of session state space.

    NoteNote:
    The default parameters should work for most scenarios. If you change the default settings, verify that form-filling sessions are working properly.
  13. Under Form Session State, configure the following parameters:

    1. In the Active sessions should be terminated after: text box, type the maximum session duration in minutes. Form-filling sessions that exceed this value will terminate, an error message will be generated, and all form data entered during the session will be lost. The default value is 1440 minutes.

    2. In the Maximum size of form session state: text box, type the maximum session state size in kilobytes. Form-filling sessions that exceed this value will terminate, an error message will be generated, and all form data entered during the session will be lost. The default value is 4096 kilobytes.

    3. In the Select the location to use for storing form session state section, choose from the following options:

       

      Choose this option To do this

      Session State Service (best for low-bandwidth users)

      Store session state data on the SQL Server database

      Form view (reduces database load on server)

      Store session state data on the client computer. If form session state is larger than the value specified in the associated text box, the Session State Service will be used instead.

    4. In the associated text box, type the session state size in kilobytes at which form view will be automatically transitioned to the Session State Service. Once this threshold is reached, session state data will be saved to the SQL Server database, and the session will continue to use the Session State Service. The default value is 40 kilobytes.

  14. Click OK to save your settings.

This topic is included in the following downloadable book for easier reading and printing:

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