Post processing of letters

In AEM, open Adobe Experience Manager Web Console Configuration for your server using the following URL: http://<server>:<port>/<contextpath>/system/console/configMgr

On this page, locate Adobe LiveCycle Client SDK Configuration and expand it by clicking it.

In Server URL, enter the name of your LiveCycle server, login details, and then click Save. 

Specify the username and password.

Ensure that sun.util.calendar is added to Deserialization Firewall Configuration.

Go to Deserialization Firewall Configuration and under Whitelisted classes of package prefixes, add sun.util.calendar. 

Now your AEM server and LiveCycle Server are mapped and the post processes in LiveCycle are available in the AEM user interface while creating letters.

To authenticate a process/service, copy the name of a process and go back to the Adobe Experience Manager Web Console Configurations page > Adobe LiveCycle Client SDK Configuration and add the process as a new service.

For example, if the drop-down in Properties page of letter displays name of the process as Forms Workflow -> ValidCCPostProcess/SaveXML, add a Service Name as ValidCCPostProcess/SaveXML.

To use LiveCycle workflows for post processing, set up the necessary parameters and outputs. Default values of the parameters are indicated below.

Go to the Adobe Experience Manager Web Console Configurations page > Correspondence Management Configurations and set up the following parameters:

1. inPDFDoc (PDF document parameter): A PDF document as input. This input contains the rendered letter as input. The parameter names indicated are configurable. They can be configured from Correspondence Management configurations from configuration. 
2. inXMLDoc (XML data parameter): An XML document as input. This input contains data entered by user in the form of XML. 
3. inXDPDoc (XDP document parameter): An XML document as input. This input contains underlying layout (XDP). 
4. inAttachmentDocs (Attachment Documents parameter): A list input parameter. This input contains all the attachments as input. 
5. redirectURL (Redirect URL Output): An output type indicating the url to redirect to.

Your forms workflow must have either PDF document parameter or XML data parameter as input with the same name as specified in Correspondence Management Configurations. This is required for the process to be listed in the Post Process dropdown. 

Go to the AEM home: http://<server>:<port>/welcome.html.

Click Tagging and then create a tag named Correspondence_Management under the Standard Tags folder, in case it does not already exist previously. For more information on creating tags, see Using and Managing Tags.  

Go to the AEM home again: http://<server>:<port>/welcome.html.

Click Workflows (on the right of the screen).

In the Workflows page, click Next and then create a workflow.

In the list of the workflows, double-click the workflow you created in the previous step. The workflow page appears.

The workflow page has a flow model with a default step in it. Select and delete the step, so that you could add your own process.

From the AEM pod on the right, locate Process Step and drag-and-drop it under Flow Start.

Double-click the new process step and enter the details of your process in it. 

In the Step Properties dialog:

1. On the Process tab, select the name of the custom process and check Handler Advance. For more information on creating custom workflow steps, see Extending Workflow Functionality. 
2. On the Common tab, give a title to the process step.

From the AEM pod, open Page Properties.

In Page Properties, associate the tag Correspondence Management with the workflow by selecting it in the Tags/Keywords field.

Click Save (in the upper-left corner of the page).

From the AEM pod, double-click Activate Page.

Ensure that sun.util.calendar is added to Deserialization Firewall Configuration.

In Config Manager, go to Deserialization Firewall Configuration and under Whitelisted classes of package prefixes, add sun.util.calendar. 

The workflow you created is now activated and appears in the list of workflows in the Post Process field with the prefix AEM Workflow -> when you try to create a letter or edit properties of a letter in your Correspondence Management implementation.

Once you select an AEM Workflow (here EMailWorkflow), the following new fields appear:

• Structure Payload as: 
  • Folder(Recommended): Structuring payload as folder saves the data, such as Data File, Attachment, Layout, and PDF,  in folders as files. When you select Folder(Recommended), the following four fields appear: Data File Path, Attachment Path, Layout Path, and PDF Path. 
  • Letter Instance(Deprecated): Structuring payload as a letter Instance saves the data in a letter instance node on CRX. This option is not recommended.
    

• Data File Path: Specify the CRX path of the output file (JSON or XML) relative to the payload folder. This file contains the letter data as filled in by the user and can be utilized in the post process, such as for creating a document of record. 
• Attachment Path: Specify the CRX path, relative to the payload folder, where the letter attachment will be saved for use in the post process, such as for sending attachments along with the letter for signing.  
• Layout Path: Specify the CRX path, relative to the payload folder, of output layout (XDP) for utilizing in post processes, such as for rendering a PDF of the letter for review.
• PDF Path: Specify the CRX path of output PDF relative to the payload folder. The output PDF can be further used for processes, such as printing or storing. 

Tap Save.

Your integration of the letter and the post process is complete. You can now publish the letter by selecting it and clicking Publish. Further, you need to design the post process for e-mailing. Similarly, you can integrate other workflows and then go on to create the back-end workflows. 

For more information on creating AEM Workflows, see the AEM Workbench documentation.

login to http://localhost:publishport/aem/forms.

Navigate to Letters to view the published letter that is available on the publish instance.

Configure the AEM DS Settings. See Configuring AEM DS settings.

Hover over a letter and tap View Properties.

Select Edit.

In the Basic Properties, using the Post Process drop-down, select the post process to associate with the letter. Both the AEM and Forms-related post processes are listed in the drop-down. 

Tap Save.

After configuring the letter with the Post Process, publish the letter and optionally on the publish instance, specify the processing URL in AEM DS Settings service. This ensures that the post process is run on the processing instance.