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AEM Forms provides reference site implementation to demonstrate how AEM Forms helps Financial Services Industry and Government organizations in transforming their complex transactions into simple and engaging digital experiences anywhere, anytime, on any device.

We.Finance and We.Gov reference sites draw real life use-cases to engage with existing and potential customers, right from the point of first touch to managing correspondences and transactions in a personalized and cost-effective manner.

The reference sites allow you to explore and showcase the following key capabilities of AEM Forms.

  • Simplified authoring experience of engaging and responsive adaptive forms. 
  • Enhanced form filling experience.
  • Data integration to connect to disparate data sources to prefill and submit form data through a form data model.
  • Forms workflow to automate business processes and workflows. 
  • Adaptive documents to create interactive, personalized, and responsive documents that adapt to the device setting and layout.
  • Integration with Adobe Sign to securely sign and submit adaptive forms. 
  • Advanced user data managing and processing capabilities. 
  • Integration with Adobe Target to serve targeted recommendations and perform A/B testing to maximize the ROI from a form.
  • Integration with Adobe Analytics to measure the performance of a form or a campaign and take informed decisions.

The reference sites provide reusable assets that you can use as templates to create your own assets.

  • Integration with Adobe Sign to securely sign and submit adaptive forms. 
  • Integration with Adobe Sign to securely sign and submit adaptive forms. 

Nota:

Reference sites provide XML files with seed content to help you demonstrate the reference site use cases. These XML filenames and their content are in English and their localization is not supported. If you localize the XML filenames, the ECMA script programmatically fetches the localized filename using Java API, which does not match with the expected English filename and consequently errors out. To resolve the exceptions, you must rename the English XML files to the localized filename and manually localize their contents.

Prerequisites and steps to set up reference sites

To set up the reference sites, you need the following:

  • AEM essentials
    AEM QuickStart, AEM Forms add-on package, and reference site packages. See AEM Forms releases for add-on and reference sites packages details.
  • An SMTP service
    You can use any SMTP service.
  • Adobe Sign developer account and Adobe Sign API application
    To use digital signing capabilities, Adobe Sign developer account is required. See Adobe Sign.

Perform the following steps in the recommended sequence to set up and configure the reference sites.

Step Configure Notes
Install and configure AEM Forms Author and Publish Install and configure AEM Forms author and publish instances.
Configure SSL Author and Publish
Enable HTTP over SSL for secure communications with Adobe Sign.

Configure Day CQ Link Externalizer configuration

Author and Publish

Reference Site use cases deliver emails for different transactions. This setting is required for Newsletter delivery via email. It ensures that URLs and Images point to the publish instance. 

Configure Day CQ Mail Service Author and Publish Required for email communication.
Override default XSS configuration Publish Used to override $, {, and } characters that are blocked by xss security.
Configure AEM DS settings Author Configure AEM DS for form submission on publish instance and processing workflows on the author instance.
Deploy reference sites packages Author Deploy reference sites packages on AEM Forms author instance.
Configure Adobe Sign Scheduler Author and Publish
Change the configuration of the scheduler to check status every two minutes.
Configure Reference Site Adobe Sign Cloud Service Author and Publish
A configuration that comes with reference sites packages and needs reconfiguration with valid credentials.
Configure Forms Common Configuration Service for anonymous users Publish The configuration allows submission, sign and Document of Record generation for anonymous users.
Modify Rest Service Swagger File for Form Data Model Author and Publish
Modify the service for your environment.

Install and configure AEM Forms

Install and deploy AEM Forms as described in Installing and configuring AEM Forms on OSGi.

Nota:

Configure replication and reverse replication agents if there are more than one publish instances or author and publish instances are on different machines.

Configure SSL

SSL configuration is required to communicate with Adobe Sign servers. For detailed steps, see Enabling HTTP Over SSL.

Attenzione:

Do not configure force SSL on /etc/map folder.

Configure Day CQ Link Externalizer configuration

In AEM, the Externalizer is an OSGI service that allows you to programmatically transform a resource path (e.g. /path/to/my/page) into an external and absolute URL (for example, http://www.mycompany.com/path/to/my/page) by prefixing the path with a pre-configured DNS. See Externalizing URLs.

Attenzione:

Do not externalize to HTTPS URL if you are using self-signed certificate for SSL.

Also, use localhost instead of its hostname for local server.

Perform the following steps on both author and publish instances:

  1. Go to OSGi Configuration at http://<hostname>:<port>/system/console/configMgr.

  2. Find and tap Day CQ Link Externalizer configuration.
    The Day CQ Link Externalizer dialog opens for editing the configuration.

  3. In the Day CQ Link Externalizer dialog, in the Domains field:

    • On the author instance, specify a publish URL that can be accessed from an external system. For example, a hostname or a publishing web server.
    • On the publish instance, specify both the author and publish URLs.
  4. On both author and publish instances, ensure that the local server URL is specified in the Domains field.

  5. Tap Save. Wait for a while for all services to restart.

Configure Day CQ Mail Service

Reference site implementation requires emails to be sent to sample users when they fill and submit forms. Configuring Day CQ Mail Service lets you provide SMTP service details to send automated emails to customers. See Configuring Email Notifications.

Perform the following steps to configure mail service on the publish instance:

  1. Go to OSGi Configuration at http://<hostname>:<port>/system/console/configMgr.

  2. Find and tap Day CQ Mail Service to open it for configuration.

  3. Provide SMTP server hostname and port values.

  4. Tap Save.

Nota:

You can use your corporate SMTP service or public services like Gmail. For configuring SMTP service, see SMTP service documentation.

Override default XSS configuration

The email templates for We.Finance reference site contain personalized links in emails. These links have placeholder as ${placeholder}. These placeholders are replaced by actual values before sending emails. The default XSS protection configuration for AEM does not allow curly braces ({ }) in the URL in HTML content. However, you can override the default configuration by performing the following steps on publish instance:

  1. Copy /libs/cq/xssprotection/config.xml to /apps/cq/xssprotection/config.xml.

  2. Open /apps/cq/xssprotection/config.xml.

  3. In the common-regexps section, modify the onsiteURL entry as follows and save the file.

    <regexp name="onsiteURL" value="([\p{L}\p{N}\\\.\#@\$\{\}%\+&amp;;\-_~,\?=/!\*\(\)]*|\#(\w)+)"/>

     

Nota:

Curly braces ({ }) are included as accepted characters in the URL in HTML content.  

After configuring the SMTP server, try to fill a form using the Sarah Rose persona and save it as a draft. When you save as draft, you get an option to receive the draft using email. On tapping the Send Email button, if you receive an email with a link to the draft of the application, your email configuration is successful. Ensure that you log in using Sarah's credentials to see the draft.

Configure AEM DS settings

AEM DS setting is required for email communications in the reference site use cases. For more information, see Configure AEM DS settings.

Attenzione:

Do not put /lc in the processing server URL if yor are configuring it for AEM Forms OSGi.

Deploy reference sites packages

Install the following reference sites packages using package share.

To learn more about how to use packages and package share, see How to Work With Packages.

After you have installed the packages and started the author and publish instances, visit the following URLs in your browser:

  • http://[server]:[port]/wegov
  • http://[server]:[port]/wefinance

If your installation is successful, you can access the We.Gov and We.Finance reference sites landing pages.

Configure Adobe Sign Scheduler

Do the following on both author and publish instances:

  1. Go to AEM Web Configuration console at http://[server]:[host]/system/console/configMgr.

  2. Find and tap Adobe Sign Configuration Service to open it for configuration.

  3. Configure Status Update Scheduler Expression as 0 0/2 * * * ?.

    Nota:

    The above scheduler configuration checks the status of the Adobe Sign service every two minutes.

  4. Tap Save.

Configure reference site Adobe Sign cloud service

Do the following on both author and publish instances:

  1. Go to https://[server]:[port]/etc/cloudservices/echosign/aem-forms-referencesite-sign.html. It opens AEM Forms Reference Site Sign cloud service configuration over https. 

    Attenzione:

    Ensure that the URL is added in the redirect URL list of OAuth configuration of Adobe Sign API application.

  2. Specify Client Id and secret of the Adobe Sign application OAuth configuration.

  3. (Optional) Select the Enable Adobe Sign for attachments also option, and tap Connect to Adobe Sign. It appends the files attached to an adaptive forms to the corresponding Adobe Sign document sent for signing.

  4. Tap Connect to Adobe Sign and log in with your Adobe Sign credentials.

Configure Forms Common Configuration Service

Do the following on the publish instance to allow access to anonymous users:

  1. Go to AEM Web Configuration console at http://[server]:[port]/system/console/configMgr.

  2. Find and tap Forms Common Configuration Service to open it for configuration.

  3. Configure the Allow field for All Users.

  4. Tap Save.

Modify Rest Service for Form Data Model

Do the following on both author and publish instances:

  1. Go to CRXDE at http://[server]:[port]/crx/de/index.jsp.

  2. Navigate to /etc/cloudservices/fdm/roi-rest/jcr:content/swaggerFile and open the swagger file.

  3. Update the host and port settings as per your environment.

  4. Save the settings.

  5. (Author instance only) Go to http://[server]:[port]/etc/cloudservices/fdm/roi-rest.html, edit the roi-rest REST service to choose Basic Authentication as the Authentication Type and specify admin/admin as the username/password to access the service.

Next step

Now you are all set to explore the reference site. For more information about reference site workflow and steps, see:

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