Importing and exporting assets to AEM Forms

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You can move forms and related assets, themes, data dictionaries, document fragments, and Letters  between different AEM Forms instances. Such a movement is required when migrating systems or moving forms from a stage server to a production server.  

Download or upload Forms & Documents assets

AEM Forms user interface allows you to export assets from an AEM instance by downloading them as an AEM CRX-package or binary files. You can then import the downloaded AEM CRX-package or the birnary file into another AEM instance.  

Бележка:

Both AEM package and binary files are downloaded as an archive(.zip file).

Бележка:

Export and import of adaptive form templates and content policies asset types is not supported via AEM Forms user interface. Therefore, on exporting an adaptive form from AEM Forms UI, the related adaptive form template and content policies are not automatically exported like other related assets.

You must use AEM package manager to create a CRX package of these asset types on the source AEM server and install the package on the destination server. For information about creating and installing packages, see Working with packages.

Download Forms & Documents assets

To download Forms & Documents assets:

  1. Log in to the AEM Forms instance.

  2. Tap Experience Manager icon > navigation  icon> Forms > Forms  & Documents.  

  3. Select the forms assets and tap the Download icon.

  4. In the Download Asset(s), choose one of the following options, and tap Download.

    • Download as CRX Package: Use the option to download and move all selected asset(s) and related dependencies from an AEM Forms instance to another. It downloads all 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, XFS, 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 asset(s) as binary files: Use the option to download only form templates (XDP), PDF forms (PDF), document (PDF), and resources (images, schemas, stylesheets). You can edit these assets with external applications. It downloads the forms assets that have binaries, such as XSDs, XDPs, images, PDFs, and XDPs as a .zip file.
      You cannot download adaptive forms, adaptive documents, adaptive form fragments, themes, and form sets with Download asset(s) as binary files option. To download these assets, you should use Download as CRX Package option.

    The selected assets are downloaded as an archive (.zip file).

Upload Forms & Documents assets

To upload Forms & Documents assets:

 

  1. Log in to the AEM Forms instance.

  2. Tap Experience Manager icon > navigation  icon> Forms> Forms & Documents.  

  3. Tap Create > File Upload. An upload forms or package dialog appears.

  4. In the dialog box, browse and select the package or the archive to import. You can also select PDF document, XSDs, images, stylesheets, and XDP forms. Tap Open.

    On the dialog box, verify the details of assets being uploaded, and tap Upload.  

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

    Бележка:

    Uploading a package does not replace 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 fails.  

Downloading or uploading a theme

With AEM Forms, you can create, download, or upload themes. A theme is created like other assets such as forms, documents, and letters. You can create a theme, download it, and upload it on a separate instance to reuse it. For more information about themes, see Themes in AEM Forms.

Downloading a theme

You can export themes in AEM Forms that you can use in other projects or instances. AEM lets you download theme as a zip file, that you can upload on the instance. 

To download a theme:

  1. Log in to the AEM Forms instance.

  2. Tap Experience Manager icon > navigation  icon> Forms> Themes.  

  3. Select the theme and tap Download. The theme is downloaded as an archive (.zip file).  

Uploading a theme

You can use created themes with styling presets on your project. You can import theme packages that others create by uploading them on your project. 

To upload a theme:

  1. In Experience Manager, navigate to Forms > Themes.
  2. In the Themes page, click Create > File Upload.
  3. In the File Upload prompt, browse and select a theme package on your computer and click Upload.
    The uploaded theme is available in the themes page. 

  1. Log in to the AEM Forms instance.

  2. Tap Experience Manager icon > navigation  icon> Forms> Themes.  

  3. click Create > File Upload. In the File Upload prompt, browse and select a theme package on your computer and click Upload. The theme is uploaded.

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, document fragments, and forms. 

Export Document Fragments, Letters, and/or Data Dictionaries

  1. In the letters, document fragments, or data dictionary pages, tap and select the assets you want to export to a single package, and then tap Queue For Download. The assets are lined-up for export.

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

  3. Tap Download.

  4. Correspondence Management displays Download Asset(s) dialog with a list of assets in the export list.

    Export

  5. To view the dependencies that are exported, Tap Resolve. Or skip to the next step. Even if you do not tap resolve, the dependencies are still exported.

  6.  To download the .cmp file, tap OK.

  7. Correspondence Management downloads a .cmp file to your computer.

    The .cmp file includes the exported assets. You can share the .cmp file with others. Other users can import the .cmp file in a different server to get all the assets in the new server.

Export all the Correspondence Management assets as a package

Use this option to download all the Correspondence Management assets and related dependencies as a package from an AEM forms instance.

For example, if Correspondence Management has a letter that uses an image and text, the downloaded package also contains the image and the text related to the letter. All the metadata properties (including custom properties) associated with the asset are also downloaded. Once you have downloaded the package (.cmp), you can import the package to a different AEM Forms instance.  

To download all the Correspondence Management assets and related dependencies as a package, complete the following steps:

  1. Log in to AEM Forms server as a forms user.

  2. Tap Adobe Experience Manager in the Global Navigation bar.

  3. Tap tools  () and then tap Forms.

  4. Tap Export Correspondence Management Assets.

    publish-cmp-assets

    (The Export All Correspondence Management Assets page appears and displays the information about the last time the Export process was attempted and a link to download the last successfully exported package. 

    export-last-run-details

  5. Tap Export and, in the confirm message, tap OK.

    After a batch process is complete, the last run details and the link to download the package are updated. This includes information such as the Administrator login and if the batch rn successfully or failed. The assets are exported to a package and the Download Exported Package link appears. 

    Бележка:

    The Export All Assets process cannot be canceled once initiated. Also, while the export all operation is in process, do not create, delete, modify, or publish any assets or initiate Publish All Assets process.a

  6. Tap the Download Exported Package link to download the package file.

    To add the assets in the package to another instance of Correspondence Management, import the package to an AEM Forms instance. 

Import Document Fragments, Letters and/or Data Dictionaries 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, document fragments, and dependent assets. 

Бележка:

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

  1. On the data dictionary, letters, or document fragments page, tap Create > File Upload and select the .cmp file.

  2. Correspondence Management displays the Import Assets dialog with the list of assets that are imported. Tap Import. 

    After importing the assets, the following properties of the assets are updated while the other properties remain the same:

    • Author: Displays the ID of the user that imported the asset to the server
    • Modified: The time when the asset was imported to the server

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