Deploy form templates
In this article:
• Deployment process
• Configure InfoPath Forms Services for a site collection
Form template deployment is the process by which form templates are
made accessible to users. You can deploy form templates onto a
server running InfoPath Forms Services that can be opened either in a
Web browser, by using the Microsoft Office InfoPath 2007 program, or
in the Microsoft Office Outlook 2007 program. You can also deploy
form templates directly by saving them to a hard disk or network
location and opening them by using the Office InfoPath 2007 program,
or by e-mailing the form template for use in the Office Outlook 2007
Form templates that do not contain business logic, do not require full
trust, and do not use data connections that are managed by an
administrator can be published directly to a document library by any
site collection user having the appropriate privileges, without any
action on the part of an administrator. For more information about
deploying form templates that contain business logic, require full trust,
or use administrator-managed data connections, see Deploy
administrator-approved form templates .
The steps in the form template deployment process are:
1. Verify This is an automatic step in the upload process that checks
whether a form template is valid. You can also verify manually
from the Add Form Template page if you want to check the validity
of the template without attempting to upload it to the server.
2. Upload This is the process of putting the form template on the
3. Activate Place the form template in a site collection, and associate
the form with a URL.
Before form templates can be viewed in a Web browser, InfoPath
Forms Services functionality must be enabled.
Top of page
Configure InfoPath Forms Services for a site collection
You can add a form template to a document library in a site collection
whether InfoPath Forms Services has been enabled or not. However, if
you want users to be able to open forms in a Web browser from a
document library in a site collection, then you must enable InfoPath
Forms Services for the site collection. To do so, activate the Content
Management, Search and Business Information feature, which enables
InfoPath Forms Services and workflow functionality for the site
collection and all subsites. A form templates library, a document
library to which form templates can be deployed, is then automatically
created in the root of the site collection. Subsites within the site
collection share this library. The owner of the site collection manages
permissions for all subsites within the collection.
If you do not activate this feature for a site collection, you can still
deploy form templates to document libraries, but they cannot be
enabled for use in a Web browser on that site collection.
Activate the Content Management, Search, and Business Information
feature for a site collection
The Content Management, Search and Business Information feature
now shows a status of Active.
1. In a Web browser, open the SharePoint site for which you want to
enable InfoPath Forms Services.
2. Click Site Actions, and then click Site Settings.
3. In Site Collection Administration, click Site collection features. If
you do not see the Site Collection Administration section, you do
not have permissions to perform this task.
4. On the Site Collection Features page, find the Content
Management, Search and Business Information feature, and then
click the Activate button.