We recently had done a migration of SharePoint 2007 to 2013 using a tool from Metalogix.
It is a third party tool for migrating SharePoint Content to different versions. We can easily upgrade SharePoint Content using this tool.
While Upgrading to SharePoint 2013 even we are using third party tool also, InfoPath forms and Workflows will not be migrated as per our expectation.
Microsoft InfoPath is a software application for designing, distributing,
filling and submitting electronic forms containing structured data. Microsoft
initially released InfoPath as part of Microsoft Office 2003 family. The product features a WYSIWYG form designer in which the various controls (e.g.
text box, radio Button, check box) are bound to data, represented separately as
a hierarchical tree view of folders and data fields.
We recently have done a migration of
SharePoint 2007 to 2013 using a tool Metalogix.
It is a third party tool for migrating
SharePoint Content to different versions. We can easily upgrade SharePoint Content using this tool.
While Upgrading to SharePoint 2013 even
we are using third party tool also, InfoPath forms and Workflows will not be
migrated as per our expectation.
It was the first time that we had to do the
migration of InfoPath forms. This article gives an idea about how to do the
migration of InfoPath form and some of the things what was learned while doing
the migration and issues faced.
Before Migrating InfoPath Forms we need
to check the below things in 2013 Farm.
1. SharePoint Enterprise 2013
2. Microsoft InfoPath Designer
3. An account to access the
SharePoint 2013 Site
4. Having the SharePoint Server
Enterprise Site Collection feature activated
To activate the SharePoint Server
Enterprise Site Collection feature, go to Site Setting --> under SiteCollection Administration --> select Site Collection Feature --> Active
SharePoint Server Enterprise Site Collection features
Make sure States Service is started. Go to Central Administration --> click
Application Management --> under Service Application section --> click
Manage Service Application
If you don’t see State Service in the
list, go to Central Admin --> click Configuration Wizard --> click Launch
the Farm Configuration Wizard--> click Start the Wizard --> Select State
Service and click OK.
Step By Step Migration of InfoPath
Form 2007 to 2013
Copying the Design Form from InfoPath
Please follow the below steps for
- Browse the 2007 Site and go the form library which you want to migrate
from 2007 to 2013 to take the existing design form.
Site Actions --> View All Site
Content --> Click on the form library which will available under Document Libraries Section --> After
Clicking on the form library you will be able to see the below image.
When you click on the Actions Tab, we will see the below
Click on Open with Windows
Explorer option. We will navigate to file system.
We will navigate to this window once
click on Open with windows Explorer, we will able to see the
Forms folder which is available in above image. Sometimes the forms folder will
not be visible.
For this we need to click on organize
then it will show the below options
Click on Folder and Search
Options, It will open a window in that go the view
tab, Under Hidden files and folder option , select the Show hidden files and folders option radio button.
Then we can able to see the Forms Folder.
Go to the forms folder, we will able to see the template.XSN file.Copy and
move that file in to the 2013 Server.
Migrating the InfoPath Form
Please follow the below steps to
migrate the InfoPath Form from 2007 to 2013.
1. Open InfoPath Form
Open the 2007 InfoPath template (XSN
file) with InfoPath Designer 2013.
Start à InfoPath Designer 2013 à
click on open
2. Go to Form Options:
File -> Info -> Form Options
3. Change Compatibility
Go to Form Options à
Compatibility, Click Compatibility tab, in that change the
Form type from Web Browser Form (InfoPath
2007) to Web Browser Form and click OK
4. Design Checker
Go to File à Info à Design Checker, Click on Design Checker after compatibility change
then it will show the errors.
Majorly we will face the people
picker and dropdown list issues in InfoPath forms.
Resolution for the People Editor issues:--
To resolve the issues with people
editor (picker) we need to delete the existing people picker controls and we need to replace it with 2013 person/People picker controls.
While replacing the controls we need
to take care about the group and fields. When we place the new person/People
editor control a new group will be created. So we need to delete the existing
group and rename the new group with the old group.
Move the Groups from one place to
another place easily by seeing this URL
Resolution for the Drop-down List or List Box:--
If any drop-down list or list box is
available on the form with data source as data connection, for that kind of drop-downs the data connections will be removed while opening with SharePoint Designer
So to resolve this error again we
need to rebind the data source with data connection by checking the existingconnection in InfoPath 2007.
6. Data Connections
In top Ribbon bar Click Data and
Click on Data Connections
Convert Data Connections to 2013
To solve the error message:
“This SharePoint library or list data
connection was created using an older format. Convert it to the InfoPath2013
format before saving the form template.”
Select every data connection and
click Convert to Current Version.
7. Publish Form
Click File -> Publish ->
8. Publish form as browser enabled
Check the Enable this form to be
filled out by using a browser and publish the form.
9. Library Settings
Go to library settings and under
Permissions and Management click Re-link documents to this library.
10. Re-link documents to new template
Existing 2007 items in library can be opened
Several articles were referred while migration the InfoPath forms from 2007 to 2013. First time, there were lot of difficulties, So to avoid the difficulties I placed all the stuff followed in this article.