Auto Populate User Information in InfoPath with Claims Based Authentication – Part 1 of 3

Auto Populate User Information in InfoPath with Claims Based Authentication – Part 2 of 3

I left off part 2 post with completing the remaining rules on the InfoPath form.  Next I’ll need to create a data connection.

If your site does not have a Data Connection Library, be sure to create one before continuing to the next step.

1. In the Fields pane, click Manage Data Connections…

CreateDataConnection

2. Select GetUserProfileByName, then click Convert to Connection File…

3. In the Convert Data Connection window, type the URL, Data Connection Library, and the name of your connection file, then click OK

ConvertDataConnection

4. After the data connection is converted and stored in the Data Connection Library, click Close to close the Data Connections window

Even though I have a data connection library, I still need to do a few things to make the form work with Claims Based Authentication.

First I’ll need to create a Secure Store Connection for InfoPath to use.

5. From Central Administration, select Manage service applications, and select Secure Store Service

6. Select New from the Ribbon

7. I used the following information to create my new Secure Store Target Application

a. Target Application ID:                    InfoPathWebService

b. Display Name:                                InfoPath Web Service

c. Contact E-mail:                              SharePointAdmin@vee.local

d. Target Application Type:               Group

8. Then click Next

9. In the following window, click Next

10. In Target Application Administrators, grant Farm Administrator account to manage Secure Store

11. In  Members, (not sure if I needed to limit this or not) but I added everyone, click OK

12. After the Target Application ID is created, select the dropdown next to the Application ID name, and select Set Credentials

13. Under the Value section, type the following information, then click OK

a. Windows User Name:                    VEE\SPService

b. Windows Password:                       <password>

c. Confirm Windows Password:        <password>

14. From Central Administration, select General Application Settings, then select Configure InfoPath Forms Services

15. Select Allow user form templates to use authentication information contained in data connection files, then click OK

16. Navigate back to the Data Connection Library

17. Download MyResources.udcx data connection file to my local drive

18. Open MyResources.udcx using Notepad

19. Modify Line 24 (approximately) from

<!–udc:Authentication><udc:SSO AppId=”CredentialType=” /></udc:Authentication–>

to

<udc:Authentication><udc:SSO AppId=’InfoPathWebService’ CredentialType=’NTLM’ /></udc:Authentication>

20. Save the file and close Notepad

21. Upload the newly modified connection file to the Data Connection Library

22. Back to InfoPath

Let’s publish the InfoPath form and access it via a Web browser.

No errors.  The form loads with all user information.

PublishedForm

I know it’s a long process, but I hope this helps anyone who have tried to make this work with Claims Based.

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