Post processing of letters

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Experience Manager 6.2 Forms User Guide

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Applies to: Experience Manager 6.2 Forms

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Post Processing

Agents can associate and execute post processing workflows on letters. Post process to be executed can be selected in the Properties view of the Letter template. You can set up post processes to email, print, fax, or archive your final letters.

Post processing

To associate post processes with letters, you first need to set up the post processes.  Two types of workflows can be executed on submitted letters:

  1. Forms Workflow:  These are the LiveCycle process management workflows. Instructions for setting up Forms Workflow.
  2. AEM Workflow: AEM workflows can also be used as post processes for submitted letters. Instructions for setting up AEM Workflow.

Forms Workflow

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

    Config Manager

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

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

    Enter name of the LiveCycle server

  4. Specify the username and password.

  5. 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. 

  6. 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.

    Create letter screen with post processes listed

  7. 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.

  8. 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 > Asset Composer 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 Asset Composer 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 Asset Composer Configuration. This is required for the process to be listed in the Post Process dropdown. 

AEM Workflow

To associate an AEM workflow as post process with a letter, complete the following steps:

  1. If you do not already have the required tag, create a tag named Correspondence_Management under the Standard Tags folder. For more information on creating tags, see Adminstering Tags.  

    Create Tag dialog

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

  3. Click Workflows (on the right of the screen).

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

    Create a workflow

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

  6. 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.

    Workflow model

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

    Workflow model - process step

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

    New process step in the workflow

  9. 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 Developing and Extending Workflows. 
    2. On the Common tab, give a title to the process step.

     

  10. From the AEM pod, open Page Properties.

    AEM pod: Page Properties

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

    AEM pod: Correspondence Management tag

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

  13. From the AEM pod, double-click Activate Page.

    AEM pod: Activate page

  14. 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. 

  15. The workflow you created is now activated and appears in the list of workflows when you try to create a letter in your Correspondence Management implementation with the prefix: AEM Workflow ->.

    Workflow appearing in the Create Letter page

    Your integration of the Letter and the post process is complete. Further, you need to design the post process for the 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 then AEM Workbench documentation.

Letter Instances Retrieval

Saved letter instances can be manipulated further, such as retrieval of letter instances and deletion of letter instances, by using the following APIs defined in LetterInstanceService. 

Server-side API Operation name Description

Public LetterInstanceVO

getLetterInstance(String letterInstanceId)

Throws ICCException; 

 getLetterInstance Fetch the specified letter instance 
Public void deleteLetterInstance(String letterInstanceId) throws ICCException;  deleteLetterInstance  Deleted the specified letter instance 
List getAllLetterInstances(Query) throws ICCException;  getAllLetterInstances  This API fetches letter instances based on the input query parameter. To fetch all letter instances, query parameter can be passed as null.
Public Boolean letterInstanceExists(String letterInstanceName) throws ICCException;  letterInstanceExists  Check if a LetterInstance exists by the given name 

Associating a post process with a letter

In the CCR user interface, complete the following steps to associate a post process with a letter:

  1. Hover over a letter and tap View Properties.

  2. Select Edit.

  3. 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. 

  4. Tap Save.

  5. 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.

Reload a draft letter instance 

A draft letter instance can be reloaded in user interface by using the following url:

http://<server>:<port>/aem/forms/

createcorrespondence.html?/random=$&cmLetterInstanceId=$<LetterInstanceId>

LetterInstaceID: The unique ID of the submitted letter instance.

For more information on saving a draft letter, see Saving drafts and submitting letter instances.