Summary

The article is a walkthrough of how to setup the various items required to configure InfoPath 2007 client-enabled forms as well as InfoPath Forms Services 2007 web-enabled forms within a K2.net 2003 process.

With the release of Microsoft Office SharePoint Server 2007, many are wanting to start using an InfoPath 2007 Forms Template within a K2.net 2003 InfoPath template in conjunction with SharePoint 2007. This article will walk you through the steps required.

Note 1: This article includes the requirement for a multifaceted, complex environment to be set up.
Note 2: The following with regards to setup and configuration:
  • All steps provided assume the end-goal of providing web-enabled InfoPath 2007 forms to the K2.net process and might not all be required for client-enabled forms
  • The last section is only necessary for web-enabled forms

Note 3: Administrator-Approved Form Templates are NOT supported with K2.net 2003 Additional Components for MOSS 2007. For further details, see the following resource: Deploy administrator-approved form templates (Office Forms Server)

Software Requirements

  • K2.net 2003 with SP4 - 3.6262.1.0
  • K2.net 2003 Additional Components for MOSS 2007 - 3.6340.1.0
  • Microsoft Office SharePoint Server 2007

InfoPath Forms Services Configuration

  • Enable Cross-Domain Access for Forms Services. This allows the form to be submitted to the K2.net InfoPath Web Service.
  • Open SharePoint Central Administration | Application Management | Configure InfoPath Forms Services page
  • Check "Allow cross-domain data access for user form templates"
  • Other settings were tested with defaults. Changing defaults may cause issues and are outside the scope of this document

InfoPath 2007 - Designing a Compatible Form

  • Enable web-based forms compatibility and remove Offline capabilities
  • Open Tools | Form Options dialog
  • Select Compatibility and ensure "Design a form template that can be opened in a browser or InfoPath" is checked
  • Select Offline - ensure that "Store data returned from queries so it can be used in Offline Mode" Is unchecked
  • Verify the form is compatible with the new changes. Select Tools | Design Checker. Click on Refresh. Resolve any conflicts. Repeat
  • Save the form
  • Select File | Publish. Save if prompted.
  • Select "To SharePoint Server with or without InfoPath Forms Services". Click Next.
  • Enter the MOSS URL. Click Next.
  • Enable the form for browser. Click Next
  • Create a new document library. Click Next
  • Provide a unique name. Click Next
  • Click Publish
  • Verify form works in browser by click on "Open this form template in the browser"
  • Close InfoPath

K2.net 2003 - Designing an InfoPath 2007 Process

  • Open K2.net 2003 Studio
  • Create a new Project and add a new Process using the InfoPath Template
  • Click Next on the welcome screen of the InfoPath 2003 Process Wizard
  • Select SharePoint Form Library and configure the Virtual Server URL to point to the MOSS server. Click Browse for the Site and select "Portal Site"
  • Click Browse for the Document Library and select the document library that the IP form was published to
  • Click Next
  • Enter the K2.net Server Name
  • Select a Default View
  • Enter the K2.net InfoPath Web Service URL
    Note: Use the same URL as with previous K2.net 2003 InfoPath process configurations.
    Optional: Enter Folio
  • Click Next
  • Compatibility Warning: Task Pane is not compatible with InfoPath Forms Services
  • Uncheck "Display Task Pane with Submit button"
  • Configure the Process Settings (SharePoint or File supported - SharePoint illustrated)
  • Select "Integrate with SharePoint"
  • Provide the Virtual Server URL
  • Select "Use Existing Workspace"
  • Click Next
  • Configure the View for the Client Event
  • Configure the Document Folder (using the same folder as InfoPath form library is good test)

Part 1 - InfoPath 2007 Client-Enabled Form - Complete!

  • The current configuration will allow for InfoPath 2007 clients to fill out and Submit forms, but not web-enabled. It is good to test now.
  • Test
  • Navigate to form library in SharePoint
  • Select New from the toolbar. NOTE: if multiple Content Types have been configured the form might need to be selected from the New menu.
  • Complete the Form data and click Submit. Should get the success dialog
  • Verify process ran in K2.net Server logs

Part 2 - InfoPath 2007 Web-Enabled Form - Final Configuration

K2.net 2003 updates the solution file (xsn) that was originally published to SharePoint and adds Data Connections for the Submit functionality. These Data Connections are not web-enabled form compatible and prevent the form from rendering in the browser. The Data Connections must be converted to Data Connection Library files that can be interpreted by the InfoPath Forms Services runtime.

Create Data Connection Library (DCL)

  • Navigate to the Site that is hosting the Form Library in SharePoint
  • Select Site Actions | Create
  • Select Data Connection Library
  • Provide a name and click Create

Update InfoPath Form template to use DCL

  • Navigate to the Form Library in SharePoint
  • Select Settings | Form Library Settings
  • Select Advanced Settings
  • Click on the Edit Template link under the Template URL
  • This will open the template in InfoPath 2007 in design mode. Click "Yes" to the warning in InfoPath.
  • Select Tools | Data Connections
  • Select "CanISubmit" and click Convert
  • Enter the URL to the DCL created and append "CanISubmit.udcx" as the file name
  • Known Issue: Click OK on Invalid URL warning, this is a known issue
  • Select Tools | Data Connections
  • Select "CanISubmit" and click Convert
  • Enter the URL to the DCL created and append "CanISubmit.udcx" as the file name
  • Select "Main Submit" and click Convert
  • Enter the URL to the DCL created and append "Main Submit.udcx" as the file name
  • Known Issue: Click OK on Invalid URL warning, this is a known issue
  • Republish the form using all the existing values in the Publish Wizard
  • (Optional) Enable the Browser-Only settings on the List
  • Navigate to the Form Library in SharePoint
  • Select Settings | Form Library Settings
  • Select Advanced Settings
  • Select "Display as a Web page" in the Browser-enabled Documents section

Part 2 - InfoPath 2007 Web-Enabled Form - Complete!

  • The web-enabled form is now fully configured
  • Test
  • Navigate to form library in SharePoint
  • Select New from the toolbar. NOTE: if multiple Content Types have been configured the form might need to be selected from the New menu.
  • Complete the Form data in the browser and click Submit. Should get the success dialog
  • Verify process ran in K2.net Server logs