I have an InfoPath form that has custom code behind it that sends data to a SQL server DB. Is there a way I can publish the form to SharePoint 2007 without needing admin approval? If not, is there any alternative that will allow me to publish the form with custom code? Last question, how do I acquire a certificate that allows the form to be used by multiple users?
Thanks in advance.
Any form with code needs to go through admin approval to be deployed in SharePoint. Because you want to submit to a DB, I don't believe you can use InfoPath Form Services anyways (unless you're submitting to a web service), so you may consider installing your form onto users desktops.
Look for a code signing certificate. We've had good experience with Verisign.
Related
I would like to write an Excel Task Pane app to interact with CRM Online - to take data from the Excel worksheet, process it and push it into a CRM entity record. My Excel users are on Office 365, as is CRM Online (obviously). We are using ADFS 2.0.
The specific problem I am experiencing is that I do not know how to get authentication to work for the Task Pane app: specifically, to the OData endpoint via JavaScript. Authentication is not my area, so I don't know how to precisely phrase this next requirement, but as we are using Office 365/CRM Online/ADFS then I need to use the logged-in user's Windows AD credentials to authenticate the request.
As far as I can tell, it is not possible to authenticate the Task Pane app directly with CRM Online, and I would like to know if that is known to be true, and if not what method(s) I can use.
I do know that there is a hack for indirect authentication published by a couple of people (http://survivingcrm.com/2013/12/connecting-crm-online-odata-feed-excel-2013-power-query/ or http://www.crmconsult.co.uk/connecting-to-crm-20112013-with-odata-in-excel-2013/) which authenticates the user via the CRM plug-in and then allows other OData connections to succeed - but it doesn't work for me, and I'm averse to rolling out functionality to users which relies on back-door methods.
In the end, I ended used using SOAP in VBA instead of oData in the Task Pane, which meant I was able to use Jason Lattimer's hard work from http://jlattimer.blogspot.co.uk/2015/02/soap-only-authentication-using-vba.html - I don't think there is any way I would have figured out the Authentication piece without that post, so many thanks to him.
I have a Infopath form that add items to a database via a web service. (This part works fine).
I was wondering if it is possible to upload this form to sharepoint site (I know you can do this part), but also to be able to submit to the sharepoint library?
If so how would I go about submitting to a sharepoint library? Would I have to do it via my web service?
Thanks
James
In SharePoint you have a so called forms library. This library can have a form template, i.e. InfoPath template. This template could very well be your form which submits to this form library as well to some external database via a webservice.
From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.
I have somewhat of an odd question (for me, at least).
We have some private information a department would like to place on our SharePoint farm. The problem is, this is very sensitive information, and law demands that we have a 'two-stage' login process to secure the data.
Currently, it is housed using a system that:
A) you have to login to our network (windows logon screen)
B) you have to login to the application.
Our SharePoint farm has integrated authentication enabled. Meaning, once you login to your computer in the morning, you never have to login to sharepoint as it already knows your credentials.
This is a problem for us. Can we enable some sort of custom Sharepoint login?
Will this require a new web app for the site? A new site collection only perhaps?
Thanks,
~~Kolten
What you are looking for is called forms based authentication. Sharepoint 2010 uses claims based authentication and one of the providers you can configure is forms based. Meaning they provide a user name and password.
Here is a tutorial with the steps to do, it is a relatively straight forward process. just follow all the steps.
http://blogs.technet.com/b/mahesm/archive/2010/04/07/configure-forms-based-authentication-fba-with-sharepoint-2010.aspx
If you move you site out of Intranet zone, then IE will automatically ask for credential everytime.
See this:
http://support.microsoft.com/kb/258063
Scenario
I have an InfoPath form. the user fills it in the details, and then a manager checks it over for accuracy. The manager then signs off the form to say that they are happy with the details and then the form gets submitted.
This process does not happen every time and its purpose is to validate that the user is performing the job to an adequate standard.
It is this sign off process that I need help on.
I need an easy way to authenticate the Manager. and associate the authentication with the form.
Environment
IIS6, Sharepoint 2007, SQL Server 2005, Infopath 2007, Windows XP.
I have considered using digital certificates but it seems to be overly complex for what I am trying to achieve, however happy to be proven wrong.
The easiest/simplest way would be to activate approval on the forms library and give the manager(s) the Approve permission. This way users can submit forms that remain in a draft state until a manager approves them. Draft forms will be visible only to their author and the managers. The manager that approves a form will appear in the
If you need something more than this simple 2-step process you can activate the out-of-the-box approval workflow on the forms library. With this you can define multiple approval steps to the process, add task notifications to managers etc.
As far as authentication is concerned, SharePoint checks the roles/permissions assigned to users and forms internally so you don't need to do anything more.
Certificates are serious overkill for simple approval. Certificates cryptographically sign the content of a form and guarantee that its content was created by the owner of the certificate. Sharepoint already keeps track of who created and modified a document and can also keep track of document versions, so you don't need certificates unless you have some strange legal requirements.