You can move your adaptive forms across AEM instances. Such a movement is required when migrating systems or moving forms from a stage server to a production server. Adaptive form templates can be exported as a package and then imported into a specific AEM instance.

Export and Import assets using AEM forms user interface

Export AEM forms assets

Perform the following steps, on the source system, to export AEM forms assets:

  1. Log in to AEM forms. The default URL is http://[Server]:[Ports]/aem/forms.html

  2. Select the forms assets and click the Download icon.

  3. In the Download Asset(s), choose one of the following options, and click Download and save the package/archive.

    • Download as Package: Downloads forms assets and folders as crx package. Any form asset(s) including the forms authored in AEM (adaptive forms, adaptive documents, and adaptive form fragments), form sets, form templates, PDF documents, and resources (XSDs, images) can be downloaded as package from AEM forms UI. The advantage of downloading assets as package is that it also downloads assets that have been used by the asset selected to download. For example, If you have an adaptive form which uses a form template, XSD, and an image. When you select this adaptive form and download it as package, the downloaded package also contains the form template, XSD, and the image. All the metadata properties (including custom properties) associated with the asset are also downloaded.
    • Download as Zip: Downloads the forms assets as archive. Download as Zip can only download form templates, PDF documents, resources (XSDs, images). You cannot download adaptive forms, adaptive documents, adaptive form fragments, and form sets with Download as Zip option. To download these assets, you should use Download as package option.

    The assets are downloaded.

Import AEM forms assets

  1. Log in to AEM forms. The default URL is http://[Server]:[Ports]/aem/forms.html

    Note:

    While importing old Correspondence Management assets for migration, log in using an Admin account. For more information on Migrating old Correspondence Managment assets, see Migrate Correspondence Managment assets to AEM 6.1 forms

  2. In AEM forms, click the Upload icon. An upload forms or package dialog appears.

  3. In the dialog box, browse and select the package or the archive to import. You can also select PDF document and XDP forms. Click Upload. A dialog box with assets of the package, zip file or individual files (PDF document, XDP) are displayed. Click Upload.  

    In case, you upload an already existing forms asset, the asset gets updated. 

    Note:

    Uploading a package does not replace already existing folder hierarchy. For example, If you have an adaptive form named 'Training' at location /content/dam/formsanddocuments on one server. You download the adaptive form and upload the form on another server. The second server also has a folder with name 'Training' at the same location /content/dam/formsanddocuments. The upload will fail.  

Import and export assets in Correspondence Management

To share assets, such as data dictionaries, letters, and document fragments, between two different implementations of Correspondence Management, you can create and share .cmp files. A .cmp file can include one or more data dictionaries, letters, and document fragments. 

Export assets in Correspondence Management

  1. In the letters, document fragments, or data dictionary pages, click Select to select the assets you want to export to a single package, and then click Add for export. The assets are lined up for export.

  2. As required, repeat the above step to add letters, document fragments, and data dictionaries. 

  3. Click Export Assets.

  4. Correspondence Management displays Export Assets dialog with a list of assets in the export list. Click OK.

  5. Correspondence Management downloads a .cmp file to your computer. This file has the exported assets. Now you can share this .cmp file with anyone you want to share the assets with. Now these assets can be imported into Correspondence Management to get all the assets in the system.

Import assets into Correspondence Management

You can import assets that are exported into a .cmp file. A .cmp file can have one or more letters, data dictionaries, and document fragments. 

  1. On the data dictionary, letters, or document fragments page, click Import Assets and select the .cmp file.

    Note:

    For importing the assets, log in with an Admin account.

  2. Correspondence Management displays the Import Assets dialog with the list of assets that will be imported. Click Import

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