AEM Forms Part1

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-geometrixxgov-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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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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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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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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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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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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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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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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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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10

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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11

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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12

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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13

Add file upload feature

The Attachement Field is available as FileUpload component in Sidekick under
the Adaptive Form group.

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14

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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15

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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16

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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17

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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Copyright 2014 Capgemini. All rights reserved.

18

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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19

Dependent Drop down list

Dependent drop down list can easily be created using power of jsp.

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20

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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Copyright 2014 Capgemini. All rights reserved.

21

AEM Forms System Architecture

AEM
Forms
Form Manager

Forms

Felix Console
Designer

Manua
l
Upload

Mobile
Applicatio
n

Brows
er

Reader Extensions

HTTP/REST Invocation Layer

Adaptive Forms
Authoring
Form Portal Authoring

Assembler

AEM
Forms
Foundati
on
Services

Sign and validate

Output
Document Security
and CC

Rights Management

Bedrock

PDF Generator

Fonts

Output (Batch)
Correspondence
Mgmt.

Document
Manager

LiveCycle
Connector

Core
AEM
Servic
es

Digital Asset Management

Internal UIs

Truststor
e
Keystore
Security
Reposito
ry
Workflo
w

Temp File
Manager

OSGi

TicketServ
ice

Sling

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Copyright 2014 Capgemini. All rights reserved.

22

Logical Architecture
Form Data
Store

Form
Authors

Author

Form
publishing

Forms
Workflows

Processing

Form
submission

Publish

Legend:
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)

3rd party store for final processed form data (optional, AEM
repository can be used instead)

Users
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23

Recommended Physical Topology (new customers)

Form
Authors

Form Data
Store

Author

Processing

Forms
Workflows

Legend:

Publish
Physical
machine

AEM Server

Livecycle
Server

Users
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Copyright 2014 Capgemini. All rights reserved.

24

Recommended Physical Topology (existing AEM customers)

Form
Authors

Existing
Infrastructure

Additional
Infrastructure

Author

Processing

Form Data
Store

Forms
Workflows

Publish
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.

Users
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Copyright 2014 Capgemini. All rights reserved.

25

Form Life-cycle
Form
Author

Forms
Workflows
Design
Export/
Import

Form
Designer

Save

Disk Files
(individual/
zip)

Upload

Author

Publish

Processing
Chain replicate

Publish
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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26

Reference Site
http://helpx.adobe.com/aem-forms/6/getting-started.html
https://www.youtube.com/watch?v=7ICbQihcJNI

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27

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 ExperienceTM, and draws on Rightshore,
its worldwide delivery model

www.capgemini.com/bim
The information contained in this presentation is proprietary.
2013 Capgemini. All rights reserved.
Rightshore is a trademark belonging to Capgemini.