AEM 6.4 Forms provides We.Finance reference site implementation to illustrate an approach to set up, create, and initiate multi-channel communications with customers using interactive communications capability of AEM Forms. It demonstrates the key feature of data integration to integrate AEM forms with Microsoft Dynamics.
We.Finance reference site demonstrates the use case for renewal of an auto insurance policy and follow-up communication from We.Finance to a customer.
For more information about the use case depicted in the reference site, see We.Finance Auto Insurance Renewal reference site walkthrough.
To set up and configure the reference site, perform the following steps:
Before you set up the reference site, ensure that you have the following:
- A running instance of Microsoft Dynamics 365 to integrate with AEM Forms. To run the reference site, you import the sample data into the Microsoft Dynamics instance to prefill the interactive communication used in the reference site.
- A running instance of AEM 6.4 beta with Forms add-on package. For more information, see Getting Started with the Beta and Installing and configuring AEM Forms.
- An SMTP service
Download AEM Forms 6.4 Beta Reference Site package from Adobe prerelease site on your local file system and perform the following steps to upload and install the reference site package on AEM author and publish instances:
See Reference site package contents to know about the key building blocks of the reference site that get installed with the package.
The reference site is configured to use customer and insurance policy records from Microsoft Dynamics. The reference site package installs a custom entity and sample records that you can import into Microsoft Dynamics to run the reference site. Perform the following steps to migrate and set up the sample data:
To import the custom entity:
Download the We.Finance Customers.csv and We.Finance Auto Insurance Renewals.csv data files from the following locations on your AEM author instance:
- http://[server]:[port/content/aemforms-refsite-collaterals/we-finance/auto-insurance/ms-dynamics/We.Finance Customers.csv
- http://[server]:[port/content/aemforms-refsite-collaterals/we-finance/auto-insurance/ms-dynamics/We.Finance Auto Insurance Renewals.csv
You can configure the OAuth cloud service in AEM Forms to enable communication between AEM Forms and Microsoft Dynamics. Perform the following steps to configure the OAuth Cloud Service on AEM author and publish instances:
In AEM, Externalizer is an OSGI service that allows you to programmatically transform a resource path (for example, /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. For more information, see Externalizing URLs.
Do not externalize to HTTPS URL if you are using self-signed certificate for SSL.
Also, use localhost instead of its host name for local server.
The reference site implementation requires emails to be sent to sample customers. Configure the Day CQ Mail Service for SMTP service details to send automated emails to the customers. See Configuring Email Notifications.
Perform the following steps to configure the mail service on the publish instance:
Perform the following steps to add user Gloria as CM Agent Role in Group Membership:
- Go to Tools > Security > Users.
- Search and click user Gloria Rios.
- On the User page, click Group tab.
- In Select Group Input, type cm-agent-users and select the group from the list.
- Click Save & Close button.
AEM 6.4 Reference site is now configured and ready for you to demonstrate it to reuse assets to implement your own use case.
The reference site package deploys the following assets on AEM instance. You can review them to understand how they are created and configured for the reference site to function.
|Interactive Communication||Forms > Forms & Documents > We.Finance > Auto
Insurance > Auto Insurance Renewal
|Policy renewal document that goes to the customer|
|Forms > Forms & Documents > We.Finance > Auto
Insurance > Basic04_recording.xdp
|Layout template for the print channel of the policy renewal document
|Forms > Forms & Documents > We.Finance > Auto
Insurance > Table.xdp
|Layout for table used in the Interactive Communication|
|Forms > Data Integrations > We.Finance > Auto
|Form data model that uses configured Microsoft Dynamics instance as data source|
|Tools > Cloud Services > Data Sources > global > Refsite Dynamics Integration||Cloud service configuration to integrate Microsoft Dynamics service in AEM Forms|
|Theme||Forms > Themes > Insurance_Theme_Premium||Theme for the style for policy renewal document|
|Forms > we-finance > AutoInsurance||Fragments for building the Interactive Communication|
|Tools > Workflow > Models > We.Finance Auto Insurance Renewal||AEM workflow for business logic in the reference site implementation|