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Plan for retiring form templates (Office SharePoint Server)

SharePoint 2007

Updated: February 26, 2009

Applies To: Office SharePoint Server 2007

Updated: 2009-02-26

InfoPath Forms Services administrators can retire form templates when they become obsolete. For example, you may want to retire a survey form template when the survey has been completed.

When a form template is no longer in use, you should generally retire the form template rather than deleting it. This preserves a record of form templates that have been used in your enterprise, and enables them to be reused later.

In the interest of keeping document libraries current and uncluttered, make sure that form templates that are no longer used are retired, and that you have a policy in place for auditing and upgrading existing form templates.

When you deploy a form template, consider the following:

  • Will this form template eventually need to be retired, or will it need to be upgraded?

  • How will you track the life cycle of form templates to be retired?

If you plan to retire a form template that is still in use, you should plan to use one of the following methods:

  • Perform a gradual upgrade. In a gradual upgrade, you deploy the latest version of a form template alongside the current version and redirect users to the latest version. Once the older version of the form template is no longer being accessed, you can retire it safely.

  • Quiesce the form template before upgrading. This prevents current sessions from being terminated, which can result in the loss of data and an abrupt interruption of user form-filling experiences.

For more information on how to quiesce form templates, see the "Quiesce form templates" section in Manage form templates (Office SharePoint Server).

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