Deploying Your Smart Document Solution

There are a few requirements that must be met before an expansion pack can be installed. Most of these are related to security issues, particularly if your solution is intended to be distributed via the Internet. If you aren’t the system administrator, you may need to find the person who is and enlist their services. This is not intended to be a thorough discussion of security and installation; the subject encompasses entire volumes. Refer to the Microsoft Smart Document SDK and MSDN for more detailed information.

Internal Deployment

The easiest way to distribute solutions is to run the “Disable XML Expansion Pack Manifest Security” utility included in the Smart Document SDK. This is easy, but not necessarily secure. It is intended to be used in a development environment only.

The best way to deploy and update a Smart Document solution is from a shared network location, a web server, or another location accessible by all users. If possible, attach the expansion pack to any templates or other documents that are part of the solution. That will eliminate the end user from having to attach the expansion pack manually.

When opening a Smart Document with an attached XML expansion pack that is located on a web server, Office checks to see if the server is located within an intranet zone or is listed as a trusted site. If either of those conditions is true, the expansion pack is retrieved and the standard security check is performed. If, however, neither ...

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