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Monday 9 December 2013

Issues with InfoPath forms after migrating from Classic SharePoint 2010 to Claims SharePoint 2013

So you've moved from SharePoint 2010 to 2013 and now, low and behold, your InfoPath forms are not working. I ran into some mad issues with this but I got it sorted out eventually!!


STEP 1: Creating a Secure Store ID for InfoPath connections

1.      If your migrating site has an InfoPath form, there are a few things that require updating on it. There is a new Secure Store Service ID that needs to be created to allow InfoPath to connect over Claims Based Authentication
 
2.  Browse to Central Administration
 
3.  Under Application Management, click on "Manage Service Applications"
 
4.  Click on Secure Store Service Application
 
5.  Click on "New"
 
6. Enter in the required fields, for mine, I did the following:
 

 
7. Accept the defaults on the next page. This specifies what parameters we want to use for this ticket.
 
8. On the next page, this is where you assign your permissions. 
 
    Target Application Administrators: These should be the people that can administrate this ticket or makge changes to it
    Members: These should be the people that will be accessing the ticket. These should probably be your general users or an account with the lowest permissions to access the authentication.
    Ticket Redeemers: Everyone else!! :)
 
9. Once that's done, you need to click on "Set" to set the permissions for access. I created a new account for this called "SPForm" so this is what's used to pass the information across. Make sure that this account has at least Members privileges to the ticket.
 
10.       You now need to update every data connection file that the InfoPath form uses to point to this Secure Store ID. Browse to where you have saved the connection file and update the following line, you need to take the comments out of it, update the text, and then load it back with the same name:



 

11.       Open and test the data connection is ok now on your form

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