Monday, November 29, 2010

Securing InfoPath forms data precludes use of Forms Services

I am a big proponent of InfoPath Forms Services, in both MOSS and SP 2010. This is because it is a server-side processor of InfoPath form templates and (in some cases) it will render and allow fill-in requiring only the browser and no client side components.

I also believe forms processing (generally) has a great potential to eliminate mistakes and protect the integrity and actual values of data from harm.

I started digging deeper into this for a demo I am preparing for a health care form. Of course, all PHI (i.e. personal health information) must be protected from deliberate or inadventent disclosure. I am still working to implement this in the Microsoft software stack. Unfortunately the following has become clear:


  • Although digitally signing forms data works, this does not encrypt the data so forms containing sensitive data are open and subject to compromise.
  • It is possible to extend the InfoPath client function in order to encrypt/decrypt some or all of the fields in the form data. This must be done using the InfoPath object model. Of course, doing this compromises the no code goal.
  • Finally and most disappointingly, use of these code extensions is not compatible with Forms Services. This means that to use this facility, all form-fill-in users must have the InfoPath desktop client!

Bummer!!


Regards..


References:


Encrypting and Decrypting InfoPath Form Data

Extending the Save Functionality in InfoPath 2003


Protecting Sensitive Data


Password-Protecting Sensitive InfoPath Form Fields

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