Digital Certificate for a Full Trust InfoPath Form

Sam Calderon

Digital Certificates can be confusing at first. This post will take you step-by-step on how to install the digital certificate and attach it to an InfoPath form.

First of all, you need to purchase the appropriate certificate. In our example today, we have a form that will query a SQL database which requires the Security Level set to Full Trust. You will now have the option to “Sign the form template” in the Form Template Signatures section. You can select “Create Certificate”, but if you do that, the certificate will expire in 30 days and are a hassle to manage.

When you choose “Select Certificate” a list of certificates currently installed will be shown. Your new digital certificate will appear here at the conclusion of this post.

Purchasing the Right Certificate

Be sure to purchase a Code Signing Certificate.

At the time of writing this post, you can purchase one through Symantec or GoDaddy. Or simply do a web search for Code Signing Certificate.

Installing the Code Signing Certificate

Now that you have purchased a certificate, we can move on to installing it. Follow these simple steps:

1. Locate your certificate, right-click on it, and choose “Install”.

2. The Wizard will run, choose Local Machine, then Next.

3. You will then be prompted to enter the location of the certificate. It may already point to the correct location–please verify this. If it is blank, click Browse then locate the certificate. Then press Next.

4. If the certificate is password protected, enter it here and press Next.

5. The next step in the Wizard is the Certificate Store. You can accept the default and press Next. This will store the certificate in the Personal folder.

Important: You may need to store the certificate in another folder depending on your situation. If you come across this, simply select “Place all certificates in the following store” and choose the folder needed.

6. You will now reach the final step in the wizard. Press Finish!

7. Open your InfoPath form. Go to File > Advanced Form Options > Security and Trust. Check the box for “Sign this form template” and press “Select Certificate”. Your new certificate will be in the list, select it and press OK.

That’s it!

By Sam Calderon | November 5th, 2014 | Office365

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