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AEM Forms Part1

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Introduction

AEM Forms provide a facelift to existing Livecycle tool.

The XDP and XFA files ,which provide a structure to forms, are used in AEM forms

It supports analytics from Adobe analytics and sitecatalyst

Adobe has provided reference site for AEM Forms called Geometrixx-Gov

To enable these, we have to install adobe-aemfd-{OS}-pkg and cq-geometrixx-
gov-all-pkg-1.0.40 in our instances

The Livecycle server needs to be configured in configMgr where URL for LC server,
username and password should be procided for Adobe LiveCycle Client SDK
Configuration
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
AEM licensing

AEM forms, with limited capabilities, is installed with AEM QuickStart.

For advanced capabilities, such as integration with Adobe Analytics and Adobe
EchoSign, authoring and managing XFA-based forms, and using Document
Services APIs, you need to install the AEM forms add-on package.
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
AEM forms : Limited Functionality in Quickstart
Creating and Managing Adaptive Forms (without XFA-based templates)

Using Forms Portal components to List adaptive forms on a Web Page

Using Forms Manager to create and Manage adaptive forms

Submiting forms and handling AEM workflows
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
AEM forms : Add-on Package Functionality
Support for XFA-based form Template-based Adaptive Forms
Support to manage and use XFA-based forms in AEM forms UI, forms portal
components, and adaptive forms.
Connectors to integrate Enterprise Content Management systems (ECMs) with
forms workflow engine.
Adobe EchoSign integration
Adobe Analytics integration
Document services API, which includes:
Forms service
Output service
Assembler service
Doc Assurance service, which includes:
Signatures service
Certification service
Reader Extension service
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Form Templates

The OOTB form has a few templates under libs : /libs/fd/afaddon/templates

We can copy this to our project and associate a page component and a design to it

Under the template we have a guide container which contains the format of the
form panels and layouts

The guideContainer node differentiates a form template from a page template

After creating a template, we can create a form under forms section using the
template we created and form model as the xdp file which has been uploaded.
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Configuration
The submit action of form is configurable by editing the Start of an Adaptive
Form

If we want to add a submit button to the page, the toolbar needs to be edited
and a button needs to be added over there

We can save it as a PDF/node in crx, submit it to a rest endpoint, email as a
PDF/Text and trigger a workflow on submit

A less framework is used to design the forms

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Forms Manager / Managing Reviews
The AF can be submitted for reviews

Reviews can be initiated by selecting initiate review option from forms section

Reviewer can be added by the initiator and theyll receive notifications in their
inboxes

Reviewers can select a section of form and add comments on the left pane

There can be multiple rounds of review and initiator can revert to the reviewers
comment

Only the initiator can close the review
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Styling changes
Method 1: For Form Specific Changes
Create a custom css file in the client libs section
Edit the AF to add css file in the styling tab
Edit particular field and add class to it in the styling section corresponding to css

Method 2: For Generic Changes
Create a new less file in the less folder in project clientlibs
Import it in styles.less
Add required classes to the fields on the form
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Form Portal
It has a list of all the forms available on the site
It also provides tag based search functionality
It is created as a normal page under the sites.
Search & Lister Component is dragged dropped on the empty page
The path of the folder having your forms should be entered here
The component lists all the available forms
The default display templates for the component are provided at :
/etc/designs/fd/fp/template/card
We can have our own template under our project design fp folder
These are listed in the display tab of the lister component dialog
Also we can include css path in the styles tab
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Applying tags to a form
Create the required tag structure in the tagging section
We can select form and view its properties
There on editing the properties, we get an option to add tag
We just need to select the required tag and save it.
The forms with this tag can be searched by this url :

http://localhost:port/content/mycomapny/en/allforms.html?fp.cq:tags=mycompany:extended-care
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Submitting forms through pdf
We can download pdf for the forms which have associated xdp on browsers
with pdf support

The pdf downloaded is interactive and if the servlet for submit action is
available, it will directly save the form from pdf into AEM instance.

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Add custom metadata to form properties
Custom metadata can easily be added to both form & schema properties using
Tools>Assets>Metadata Schemas. No code change is required.
Also portal listing page can be customized to show custom metadata if required.



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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Add file upload feature
The Attachement Field is available as FileUpload component in Sidekick under
the Adaptive Form group.
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Add ecosign in the form
You can register for echosign developer account & get API key.
AEM instance can be configured to use ecosign using the API key at Tools -->
Operations --> Cloud --> Cloud Services --> Third Party Services --> Adobe
EchoSign

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Configure Doc Assurance service
Stop the AEM server
Open the sling.properties at [AEM installation]\crx-quickstart\conf\ for editing
Add the following properties to the sling.properties file
sling.bootdelegation.class.com.rsa.jsafe.provider.JsafeJCE=com.rsa.*
sling.bootdelegation.class.org.bouncycastle.jce.provider.BouncyCastleProvider= org.bouncycastle.*
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Initiate Workflow on Form Submission
Workflow can be triggered using workflow launcher on form submission.
Event Type: Created
NodeType:nt:unstructured
Path: /content/forms/fp/admin/submit/metadata
Workflow: RenderAndSign


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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Update XFA file
Author can upload modified XFA file.
After uploading the XDP open the AF again in the authoring mode. At the
bottom you can see a warning message that Adaptive Form update is required.
Click on the link in the error message to update the XDP.
Warning icons may appear in form based on change in XFA file.
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Localize the form
Forms can easily be localized using dictionary functionality of AEM.
Generate & export dictionary as XLIFF file for a given local.
Modify it locally & add localized text & then import it back to AEM.
Change the local in your browser setting to test.

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Dependent Drop down list
Dependent drop down list can easily be created using power of jsp.
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Pre-populate values in form using facebook/G+/CQ data
User information such as Name, Gender, email id, age, birthday , marital status
etc can easily be pre-populated in the form using user profile data from
facebook, Google plus, AEM etc.

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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
AEM Forms System Architecture
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Brows
er
H
T
T
P
/
R
E
S
T

I
n
v
o
c
a
t
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o
n

L
a
y
e
r

AEM
Document Security
and CC
PDF Generator
Output (Batch)
Correspondence
Mgmt.
Rights Management
Mobile
Applicatio
n
LiveCycle
Connector
Forms
Forms
Reader Extensions
Assembler
Sign and validate
Output
Internal UIs
Form Manager
Adaptive Forms
Authoring
Form Portal Authoring
Felix Console
Designer
Core
AEM
Servic
es
D
i
g
i
t
a
l

A
s
s
e
t

M
a
n
a
g
e
m
e
n
t

AEM
Forms
Foundati
on
Services
Temp File
Manager
TicketServ
ice
Document
Manager
Fonts
Sling
OSGi
Workflo
w
Reposito
ry
Security
Keystore
Truststor
e Manua
l
Upload
Bedrock
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Logical Architecture
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Publish
Author Processing
Forms
Workflows
Form Data
Store
Form
Authors
Users
Form
publishing
Form
submission
AEM Forms running in 3 different modes:
Author: AEM Forms running in author run-mode.
Publish: AEM Forms running in publish run-mode.
Processing: AEM Forms running in author run-mode
with no users assigned to the forms-manager group in
order to disable form editing.
AEM Forms Workflows add-on (optional)
3
rd
party store for final processed form data (optional, AEM
repository can be used instead)
Legend:
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Recommended Physical Topology (new customers)
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Processing
Form
Authors
Users
Legend:
Author
Form Data
Store
Publish
Physical
machine
Forms
Workflows
AEM Server
Livecycle
Server
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Recommended Physical Topology (existing AEM customers)
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Processing
Form
Authors
Users
Author
Form Data
Store
Publish
Forms
Workflows
Existing
Infrastructure
Additional
Infrastructure
Notes:
Existing AEM customers will already have an
author-publish setup. The additional
components they need to add are called out in
the topology.
Instead of having published forms arrive at the
Publish farm via chained replication from the
Processing cluster, it is more suitable to reuse
the existing Author-to-Publish replication agent.

26
BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Form Life-cycle
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Form
Author
Author Processing
Publish
Forms
Workflows
Form
Designer
Disk Files
(individual/
zip)
Save Upload
Publish
Chain replicate
Export/
Import
Design
Notes:
The flow may differ slightly for existing AEM
customers where the forms may be published
from Author to Publish directly..
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BIM - Enterprise Content Management
Copyright 2014 Capgemini. All rights reserved.
Reference Site
http://helpx.adobe.com/aem-forms/6/getting-started.html
https://www.youtube.com/watch?v=7ICbQihcJNI

The information contained in this presentation is proprietary.
2013 Capgemini. All rights reserved.
Rightshore

is a trademark belonging to Capgemini.


www.capgemini.com/bim
About Capgemini

With more than 125,000 people in 44 countries, Capgemini is one
of the world's foremost providers of consulting, technology and
outsourcing services. The Group reported 2012 global revenues
of EUR 10.3 billion.
Together with its clients, Capgemini creates and delivers
business and technology solutions that fit their needs and drive
the results they want. A deeply multicultural organization,
Capgemini has developed its own way of working, the
Collaborative Business Experience
TM
, and draws on Rightshore

,
its worldwide delivery model