Installing and configuring AEM Forms on OSGi

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Experience Manager 6.3 Forms User Guide

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Applies to: Experience Manager 6.3 Forms

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Adobe Experience Manager Forms is an application deployed onto AEM. It extends engaging web and mobile experiences to enterprise forms and documents, allowing organizations to complete complex digital interactions while improving user experiences and extending business reach.  

The out-of-the-box AEM Forms functionality included in AEM Quickstart is for learning capabilities of AEM Forms. You require an additional license to use AEM Forms add-on package in a production environment.

AEM Forms add-on package provides the complete functionality of AEM Forms, such as adaptive forms, adaptive documents, forms sets, and HTML5 forms. It also enables integration of AEM Forms with Adobe Analytics, Adobe Sign services, and document services.

Note:

If you planning to use AEM Forms Document Security, then install AEM Forms on JEE. For information, about Installing, Upgrading, and Clustering AEM Forms on JEE, see AEM Forms Help and Tutorials.

Preparing your server environment

Before you begin to install and configure AEM Forms, ensure that:

  • hardware and software infrastructure is in place. For the complete list of supported hardware and software and information about additions and removals to list, see technical requirements.
  • the installation path of the AEM Quickstart does not contain white-spaces.
  • set up an AEM instance. It involves setting up Author and Publish instances. In AEM terminology an "instance" is a copy of AEM running on a server. AEM installations usually involve at least two instances, typically running on separate machines:
    • Author: An AEM instance used to create, upload and edit content and to administer the website. Once content is ready to go live, it is replicated to the publish instance.
    • Publish: An AEM instance that serves the published content to the public.

        For detailed steps about installing and starting Author and Publish instances, see Deploying and Maintaining.

  • replication and reverse replication for the author and publish instances is set. For details, see Replication.
  • AEM Forms add-on package requires:
    • 15 GB of temporary space for Microsoft Windows-based installations.
    • 5.4 GB of temporary space for Linux, AIX, and CentOS-based installations.

Additional Requirements

  • expat-2.0.1-9.1.el6.i686.rpm
  • libxcb-1.5-1.el6.i686.rpm
  • freetype-2.3.11-6.el6_0.2.i686.rpm
  • libXau-1.0.5-1.el6.i686.rpm
  • libSM-1.1.0-7.1.el6.i686.rpm
  • zlib-1.2.3-25.el6.i686.rpm
  • libICE-1.0.6-1.el6.i686.rpm
  • libuuid-2.17.2-12.el6.i686.rpm
  • glibc-2.12-1.25.el6.i686.rpm
  • libXext-1.1-3.el6.i686.rpm
  • nss-softokn-freebl-3.12.9-3.el6.i686.rpm
  • fontconfig-2.8.0-3.el6.i686.rpm
  • libX11-1.3-2.el6.i686.rpm
  • libXrender-0.9.5-1.el6.i686.rpm
  • libXrandr-1.3.0-4.el6.i686.rpm
  • libXinerama-1.1-1.el6.i686.rpm

Install 32-bit and 64-bit libraries:

  • libicudata.so.42
  • libicui18n.so.42
  • libicuuc.so.42

Install 32-bit curl libraries:

  • libcurl.so
  • libcurl.so.4
  • libcurl.so.3

Note:

  • You can use same libraries across all supported unix-based operating systems. The .rpm name and version is dependent on undelying operating system.
  • If the above-listed libraries are saved with a different name, create a symlink to the library with the name listed above.

Download, install, and configure AEM Forms

You can download AEM Forms add-on package from AEM Software Distribution. Perform the following steps to download the add-on package on Author and Publish instances:

  1. Open Software Distribution. You require an Adobe ID to log in to the Software Distribution.

  2. Tap Adobe Experience Manager available in the header menu.

  3. In the Filters section:

    1. Select Forms from the Solution drop-down list.
    2. Select the version and type for the package. You can also use the Search Downloads option to filter the results.

  4. Tap the Forms add-on package name applicable to your operating system, select Accept EULA Terms, and tap Download.

  5. Open Package Manager and click Upload Package to upload the package. Select the package and click Install.

    You can also download the package via the direct link listed in the AEM Forms releases article.

    Note:

    After the package is installed, you are prompted to restart the AEM instance. Do not immediately stop the server. Before stopping the AEM Forms server, wait until the ServiceEvent REGISTERED and ServiceEvent UNREGISTERED messages stop appearing in the [AEM-Installation-Directory]/crx-quickstart/logs/error.log file and the log is stable.

    Also ensure that all the bundles except the following are active. You can check the bundles at http://[server]:[port]/system/console/bundles. You can safely ignore the state of the following bundles:

    • Adobe Correspondence Management Migration Bundle
    • Adobe LiveCycle FormsManager Core Bundle
    • Forms Common Service Bundle

Boot delegate RSA and BouncyCastle libraries

AEM Forms requires RSA and BouncyCastle libraries to be installed with AEM Forms add-on package. Perform the following steps to boot delegate these libraries:  

  1. Stop the AEM instance.

  2. Navigate to the [AEM installation directory]\crx-quickstart\conf\ folder and open the sling.properties file for editing.

    Note:

    If you use [AEM installation directory]\crx-quickstart\bin\start.bat
    to start AEM, then edit the sling.properties located at
    [AEM_root]\crx-quickstart\

  3. Add the following properties to the sling.properties file:

    sling.bootdelegation.class.com.rsa.jsafe.provider.JsafeJCE=com.rsa.*
sling.bootdelegation.class.org.bouncycastle.jce.provider.BouncyCastleProvider=org.bouncycastle.*

  4. Save and close the file. Start the AEM instance.

Configure the serialization agent

AEM Forms requires the sun.util.calendar package to be whitelisted. Perform the following steps to add the package to the whitelist:

  1. Open the Web Console in a browser window. The default URL is http://[server]:[port]/system/console/configMgr.

  2. Search and open Deserialization Firewall Configuration.

  3. In the whitelist field, add the sun.util.calendar package and click Save.

(Optional) Configuring Dispatcher for AEM Forms

Dispatcher is caching and load balancing tool for AEM. AEM Dispatcher also helps to protect AEM server from attacks. You can increase the security of your AEM instance by using the Dispatcher in conjunction with an enterprise-class web server.  If you use Dispatcher, then perform the following configurations for AEM Forms:

Configure access for AEM Forms

By default, the configuration of AEM Dispatcher is stored in the dispatcher.any text file. Add a filter for AEM Forms to the configuration file:

  1. Open the dispatcher.any file for editing.

  2. Navigate to the filter section and add the following filter to the filter section:

    /0025 { /type "allow" /glob "* /bin/xfaforms/submitaction*" } # to enable AEM Forms submission

    For detailed information about filters, see Dispatcher documentation.

    Note:

    Search /filter to locate the filter section. To know more about filters, see Dispatcher documentation.

  3. Save and close the file.

Configure the referrer filter service

  1. Log in to the Apache Felix configuration manager as an administrator. The Default URL of the configuration manager is http://[server]:[port_number]/system/console/configMgr

  2. In the Configurations menu, select the Apache Sling Referrer Filter option.

  3. In the Allow Hosts field, enter host name of the dispatcher to allow it as a referrer and click Save. The format of the entry is http://[server]:[port].

(Optional) Configure fonts manager service

Do the following to configure font directories in fonts manager service:

  1. Go to http://[hostname]:[port]/system/console/configMgr.

  2. Click the CQ-DAM-Handler-Gibson Font Manager Service to open in edit mode. 

  3. Specify paths to the directories for system fonts, Adobe server fonts, and customer fonts in the respective fields.

    Customer Fonts 
    Customer Fonts 
    Customer Fonts 
    Customer Fonts 

    Note:

    Your right to use fonts provided by parties other than Adobe is governed by the license agreements provided to you by such parties with those fonts, and is not covered under your license to use Adobe software. Adobe recommends that you review and ensure that you are in compliance with all applicable non-Adobe license agreements before using non-Adobe fonts with Adobe software, particularly with respect to use of fonts in a server environment.  

  4. Click Save to save the settings.