How do I migrate my processes/forms from a Dev server to a production server?
John
You will need export the Forms process from your Dev server and then import it on the Production server. If you have any database lookups setup, you will need to ensure that you have the same databases connected in the production server. If you do not, you will need to re-setup your lookups after importing the process. There is a class at Empower you might be interested in, "Workflow 304: Promoting Forms and Workflow Solutions to Production".
In the case the Form you are migrating contains lookups, I use the following process which allows me to retain the lookups so I don't have to recreate them.
1. The Database Tables must be available in the Production Environment. If not, migrate them first before migrating the Form
2. Once you have migrated the DB/or Tables over, you must either add the Datasource or Refresh the existing DB's to see the new Table(s)
3. Get the DB credentials from the Forms Server Database Sources in the Dev and production environment (example follows)
4. After you have exported the Form from the Dev environment, open the XML file in a text editor.
In the XML file, search for these items in the XML file and replace the dev info with the prod info.
<externaldatabase><server>localhost\laserfiche
</server><database>ExternalTables
</tableName><user>sa
After this is complete, upload the Form into the production system and it all is well the form will connect to the new DataSource and the lookups will be retained.
I find using a Search and Replace works best, and I usually replace the entire string (ie: <externaldatabase><server>localhost\laserfiche).