Plan for upgrading form templates (Office Forms Server)


Updated: May 21, 2009

Applies To: Office Forms Server 2007


Topic Last Modified: 2009-05-11

You can upgrade administrator-deployed form templates in InfoPath Forms Services when you upload a new version of an existing form template. The upgrade process allows you to configure how the transition between the existing version and the upgraded version will take place.

There are three ways to upgrade a form template. Before you upgrade a form template, evaluate the circumstances and choose the most appropriate type of upgrade.

  • Hard upgrade   If you want to remove the existing form template when the upgrade takes place, you can use a hard upgrade. Existing form-filling sessions are terminated and all user data is lost. The user must begin a new form-filling session with the upgraded form template to continue. This upgrade method should only be used when a serious problem with the form template has been identified and you need to remove it from the system immediately.

  • Quiesce and upgrade   If you need to ensure that a form template will no longer be available for use after a given time and you want to allow existing form-filling sessions to complete, you can quiesce the existing form template and then upgrade to the new version. This upgrade method is useful when a form template contains content or code that will become obsolete or outdated at a given time.

  • Gradual upgrade   If you want to allow the existing form template to remain available for an indefinite period, you can upload the new version as a new form template and remove the old version when it is no longer in use. This is the method that should be employed for most normal upgrades.

    Before you upgrade a form template, make sure that you have adequately reviewed the new template and checked for problems that may affect security and proper operation of the form.

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