How to Create a Digital Certificate and Publish a Signed Template to the DBXL Admin Tool - Mel Balsamo
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How to Create a Digital Certificate and Publish a Signed Template to the DBXL Admin Tool

Because InfoPath 2010 digital certificates are only good for a month, we will use the Digital Certificate for VBA Projects tool to create one that will last several years. You could also use InfoPath 2007 or 2003 (if available) as these both produce digital certificates that last many years. Your safest route for production is to get your digital certificate from a Certificate Authority.

Create a Digital Certificate

To create a digital certificate:

1.       Open the Windows Start Menu.

2.       Navigate to All Programs | Microsoft Office | Microsoft Office Tools.

3.       Click Digital Certificate for VBA Projects.

4.       In the Create Digital Certificate dialog box, type InfoPath Certificate, and then click OK.

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Publish a Signed Template to the DBXL Admin Tool

Publish an unsigned template using the following steps:

1.       Publish an unsigned template from the InfoPath designer (we’ll sign it at a later step).

2.       Launch the DBXL Admin Tool (DAT).

3.       Create or edit the Document Type Configuration for your template.

4.       Attach your InfoPath template, and ensure to clear the check box labeled Form Template Is Signed.

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5.       Save your Document Type.

6.       Click OK when the Changes Saved message appears.

Save and sign your template using the following steps:

1.       Right-click the saved XSN file and choose Save As.
NOTE: Be sure the file extension is present (i.e. it you should be saving “My InfoPath Template.xsn” and not “My InfoPath Template”).

2.       Choose a location to save your unsigned published template, and then click Save.

3.       Locate and right-click your saved form, and choose Design.

4.       On the File tab, click Form Options.

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5.       Select Security And Trust in the Category list.

6.       Clear the check box labeled Automatically Determine Security Level, and then choose Full Trust.

7.       Select the check box labeled Sign This Form Template, and then click Select Certificate.

8.       Select the InfoPath Certificate you created earlier, and then click OK.

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9.       Click OK.

10.   Save (not publish) your signed form (overwrite previous template or save as with new name).

Republish your signed form using the following steps:

1.       In the DAT, you should still be editing your Document Type.

2.       Right-click the XSN File, and choose Attach.

3.       Locate and select your signed template, and then click Open.

4.       Select the check box labeled Form Template Is Signed.

5.       Click Save.

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Install the Digital Certificate

A. If you are the user who created this digital certificate and this is the first time you are opening a form template that uses it:

1.       Click the green-arrow download button to launch the form template.

2.       If prompted, click Open:

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3.       When presented with the certificate dialog, click Trust All Documents From This Publisher.

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B. If you are a user other than the one who created the digital certificate and this is the first time you are opening a form template that uses it:

1.       Open the form from the DAT (not the DBXL Dashboard).

2.       If prompted, click Open:

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3.       When presented with the certificate dialog, the Trust All Documents From This Publisher button is grayed out. Click the Show Signature Details link.

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4.       On the Digital Signature Details dialog box, click View Certificate.

5.       On the Certificate dialog box, click Install Certificate.

6.       In the Certificate Import Wizard, click Next.

7.       Select Place All Certificates In The Following Store, click Browse, select Trusted Root Certification Authorities, and then click OK.

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8.       Click Next, and then click Finish. 

9.       On the Security Warning dialog box, click Yes, and then click OK to the successful import message.

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10.   Click OK, then OK, and then click Open.

11.   Now close the InfoPath form template and reopen it. You will once again be presented with the InfoPath Editor Security Notice, but this time click Trust All Documents From This Publisher.

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June 13, 2013 11:09 PM
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