Deploying InfoPath processes between environments

  • 24 February 2022
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Deploying InfoPath processes between environments


Microsoft InfoPath
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This article describes the deployment issues with the InfoPath process settings that are stored in process data fields. It also provides a step-by-step guide to follow when deploying InfoPath solutions between environments.


The® 2003 InfoPath Process stores the integration settings in process level data fields. As the integration settings often differ as the process progresses through the development, staging and production environments, it is advisable to verify the settings (e.g. K2DWSPath, K2SharePointLibURL, K2WorklistURL, etc.)  
Note: It is possible to update the integration settings by re-running the InfoPath Process Template from® Studio. However, in scenarios where the Development environment is isolated - having no connection to the staging and production environments - the InfoPath Process Template wizard cannot be used as Studio verifies the server connections by establishing a connection to them, and fails as they are unreachable.
These values are not stored in String Tables to avoid compatibility issues between previous and existing process and template code versions.
The steps below illustrate how to deploy a InfoPath process solution between two environments (e.g. development and staging):
1)  Create a copy of the process, the development settings remain as they are
2)  Change the process data field values to represent the values in the staging environment. Change both the Value and the Metadata for each field
Field Name Example Description
K2DWSName Sites/mySite/ Virtual path to the SharePoint folder where the temporary InfoPath files will be stored.
K2DWSPath http://stagingserver:121/sites/mySite Server name of the SharePoint server where the temporary InfoPath files will be stored
K2IgnoreErrors False Ignores any errors, possibly caused by locking, during the deletion of the temporary InfoPath file.
K2SharePointURL http://stagingserver:121 SharePoint Virtual Server URL used in the Initialize event to create or prepare a work space for the temporary InfoPath file.
3)  Run the Document Settings of the process. Go to Process>Properties>Process General and on the drop down box under InfoPath Document Actions, click on Update Document Settings
4)  On the "InfoPath Source File" form of the wizard, provide the location of the InfoPath document in the staging environment. (Must have access to this document)


5)  On the InfoPath Document Settings form, change the name of the Server Name and InfoPath Web Service URL for the staging environment


6)  If a message pops up stating that the InfoPath Web service could not be found, click on Yes to ignore


7)  If a message pops up stating that the server could not be found, click on Yes to ignore


😎  Complete the wizard and export the process to the staging environment


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