Posts tagged Correspondence Management

Removing Sample Data and Users from Correspondence Management Solution

- Mayank Gupta, Computer Scientist at Adobe

Adobe LiveCycle Correspondence Management Solution provides some sample collateral and creates some sample users so that developers can start using the application and make use of these samples to know about and learn the product capabilities. It is highly recommended to remove these sample assets and sample users when the solution is deployed on to a production server.

Steps to remove sample assets and sample users:

1. Removing sample assets by uninstalling them from package manager:

  • Go to http://[hostname:port]/lc/crx (on author instance)
  • Login as admin
  • Click Package Manager
  • Click on Package with name “cm-sampleassets.zip”
  • Click More dropdown in action bar (This action bar has other actions like Edit Build etc.,. , More option is in the right most area of this bar)
  • Click Uninstall
  • Click Uninstall again on confirmation dialog
  • Wait for sometime till you see a message like “Package uninstalled in <some>ms” in the Activity Log
  • Now if you log on to CM Manage Assets UI , you will not see any sample assets. If you are still seeing them then restart the server.

2. Removing sample users from CRX user administration:

  1. Go to http://[hostname:port]/lc/crx (on author instance)
  2. Login as admin
  3. Click User Administration.
  4. Note: Correspondence Management creates Todd Goldman (tgoldman), Caleb Lopez (clopez), Gloria Rios (grios), Frank Kricfalusi (fkricfalusi), Jocelyn Robinson (jrobinson), and Heather Douglas (hdouglas) as the sample users.
  5. In the user administration dialog , Navigate to each of these users and click Remove user. Now you cannot log in to the Manage Assets UI with any of the above usernames.

Follow the steps mentioned above in 2 and remove sample users from publish instance as well. There is no need to uninstall sample assets from publish instance as they are installed on author instance only.

Adding a custom service in Correspondence Management Solution

- Mayank Gupta, Computer Scientist @ Adobe

Steps to add a custom service in Correspondence Management solution are as follows:

  1. The implementation for this user story involves code changes and rebuilt. So, one is required to setup the development environment via steps mentioned @ Setting up development environment.
  2. Add your sample custom service interface and implementation class in the CorrespondenceManagementSolutionTemplate/Services project for example @ com.adobe.icc package in the source code. See the sample @ http://blogs.adobe.com/LiveCycleHelp/files/2012/06/SampleCustomService1.zip.
  3. Now define your service as a spring bean. For this, add the following entry in your CorrespondenceManagementSolutionTemplateServicesresourcesMETA-INFspringcmadobe-cm-spring-config.xml file: <bean id=”sampleCustomService” class=”com.adobe.icc.SampleCustomServiceImpl” />
  4. Now expose your spring bean as a osgi-service. For this, add the following entry in your CorrespondenceManagementSolutionTemplateServicesresourcesMETA-INFspringosgi-context.xml file: <bp:service interface=”com.adobe.icc.SampleCustomService” ref=”sampleCustomService” > <bp:service-properties><entry key=”connectors.httpinvoker” value=”true” /> <entry key=”connectors.httpinvoker.alias” value=”/sampleCustomService” /> <entry key=”connectors.remoting” value=”true” /> <entry key=”connectors.remoting.id” value=”sampleCustomService” /> </bp:service-properties> </bp:service>
  5. Rebuild and redeploy the Solution template to view the changes. For information on rebuilding and redeploying, see Building and deploying the Solution Template.
 

Correspondence Management: Move active assets betwixt systems

- Samartha Vashishtha, Content and Community Lead @ Adobe

Correspondence Management 9.5 now lets you conveniently move active assets from one system to another. You can export the selected assets from the source system as a ZIP package and import the ZIP package into the target system.

This functionality is useful in several scenarios; for example, when you’re moving assets from a development environment to a production environment.

Read the complete post at The Doc Fox.

Enter special characters in Correspondence Management asset names

- Samartha Vashishtha, Content and Community Lead @ Adobe

Sometimes, you may want to create Correspondence Management solution assets that contain special characters in their names. To do so, you must first define the list of special characters that you want to use in the tbxeditor-config XML file.

Read the complete post at https://blogs.adobe.com/samartha/2012/05/enter-special-characters-in-correspondence-management-asset-names.html.

Author-instance clustering for Correspondence Management

- Samartha Vashishtha, Content and Community Lead @ Adobe

We’ve added a brand new section to the Installing the Correspondence Management Developer’s Guide explaining how you can set up author-instance clustering for Correspondence Management.

When the Correspondence Management solution is deployed, the author instance runs on the same server as LiveCycle ES3. However, setting up the LiveCycle cluster doesn’t automatically configure the Correspondence Management author-instance cluster. You must set up this cluster manually.

Author-instance clustering has no dependency on LiveCycle clustering. The LiveCycle cluster acts as a backend system for author instance clustering when LiveCycle is integrated with the Correspondence Management solution. The shared nothing mode of clustering is supported for Correspondence Management.

You can read the full technical article here.

LiveCycle ES 3 Release Now Available

- Dave Welch, Senior Director – LiveCycle

We are pleased to announce the release of Adobe LiveCycle Enterprise Suite 3 (ES3). LiveCycle ES3 contains the document and data services capabilities, including electronic forms and business processes, which were formerly part of the Adobe Digital Enterprise Platform (ADEP), a brand that is being retired.

The new LiveCycle ES3 release incorporates:

  • Document services capabilities available with ADEP and the recent ADEP Document Services service pack 1
  • LiveCycle Data Services 4.6.1
  • Updates to LiveCycle Connectors for Microsoft® SharePoint® and IBM® FileNet

LiveCycle offers a number of components that help extend the value of existing back-end systems by better engaging users, streamlining processes, managing correspondence, and strengthening security.

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Read the complete post at http://blogs.adobe.com/livecycle/2012/03/livecycle-es-3-release-now-available.html.

Postprocessing your correspondence

Saket Agarwal

Correspondences created in enterprises would typically have to be integrated to a back-end process for further distribution (via email, fax, print), document processing (apply digital signatures, encryption, etc.) or archival of the correspondence.

The Adobe Correspondence Management solution provides a convenient way to achieve this by leveraging orchestrations/processes on the ADEP Document Services platform for defining the back-end process (that can use one or more Document Services, based on the enterprise requirements), and providing the ability to easily bind them to a given correspondence template.

Read more about creating a postprocess for the CM solution on the Document Server.

Once such processes are created on the Document Server, can then be mapped to a Letter template in the  Postprocess drop down of the Letter Template Editor (as shown below), where the available postprocesses (as defined on the Document Server) are listed:

 

 

 

 

 

 

 

Tip: If you create a new process, with an existing Manage Assets UI session opened, your process will not be listed in the Postprocesses dropdown until you relaunch or refresh (F5) the Manage Assets browser window (or open the Manage Assets UI in a new browser window).

When the correspondence creation is complete (using the Create Correspondence UI), users can Submit the correspondence (see snapshot below indicating the Submit button), which invokes the associated/mapped postprocess for that Letter template, with the final correspondence PDF and XML data (used to generate the PDF). The postprocess, which would be an orchestration, can then act upon the document (PDF) as necessary.

 

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Original article at http://blogs.adobe.com/saket/cm-postprocess/.

Using Lists and Conditions in Correspondence Management to create complex template rules

The Correspondence Management Solution presents unique concepts of List and Condition assets (aka modules), to enable advanced correspondence template design. These asset types allow defining rules for content inclusion, that may be quite complex by using a combination of (nested) Lists and Conditions.



Read the complete post here.

Understanding and Configuring the Correspondence Management Manage Assets interface

While the out-of-the-box experience of the Manage Assets interface will blow you away, it is worth noting that the interface itself is highly configurable, given that deployments of the Correspondence Management solution may need a different/customized look-n-feel of this interface, based on specific customer requirements.



To know more about the customization, read the complete post here.

Adobe Correspondence Management Solution 3.0 – Top 10 items to look out for!

If you have not already got a chance to explore the various uber cool features of the all new Correspondence Management Solution 3.0, here are my top 10 ones that you should look out for…

1. With the all new Create Correspondence (aka Document Composer) UI, composing Letters was never so easy! . The new interface provides an easy, intuitive way of composing Letters. With a lot more controls available, such as indentation adjustments, new line, free text, one can design/create a Letter exactly as required.

2. Highlighting of the currently selected asset in the PDF Preview when composing a Letter. Wouldn’t it be a great composing experience if selecting an asset on the flex app. automatically takes you to the respective page, exactly where your content lies within the PDF!? …and then highlight the selected content as well as the target in which the content lies, so you don’t have to search/scroll-over for your content within the PDF. The solution now brings along this amazingly convenient experience for the users.


3. Working on multiple assets at a time. With the all new Manage Assets interface, one can now work on multiple assets (possibly, related to each other) at a time, by virtue of each asset/editor being opened in a new tab in the Editors view. Of course, you can also switch between tabs when working with multiple assets. Here’s a snapshot:

4. Content Preview is yet another amazing addition to the asset authoring experience, wherein you can hover over your asset (in all views that present a list of assets) and see a Preview of the asset content and metadata, be it Texts, Images, Lists, Conditions, etc. So, you no longer need to go back and open the asset editor to see what’s in it. Use the Preview experience to identify the desired asset!

5. Creating numbered and bulleted list content. You can now easily design numbered and bulleted content, by authoring List assets using the List Editor. You can control indentation on paragraph(s) (or even images), specify custom prefix/suffix characters, and much more…

6. The all new Rich Text Editor, that has great text formatting capabilities that includes styling such as Bold/Italic/Underline, Font controls, letter Spacing, line height, Margin controls, Alignment controls. The editor also allows creating advanced bulleted and numbered content, using the appropriate toolbar controls.

Spell Check (English) is another great feature that enhances the text authoring experience.

7. Ability to Publish assets and enhanced version management, with the ability to create different versions of an asset, view previous versions, revert back to last published version, etc. See this post for more on publishing assets.

8. Import/ Export of selective assets is now possible using CM 3.0 via the Manage Assets interface itself. One can select the assets to be exported and simply press the “Export Assets” button. The exported ZIP can then be imported on any other system, using the “Import Assets” action on the Manage Assets interface.
Import/Export of all assets is also now possible right from the Manage Assets (Admin) interface itself, with a single click of a button (rather than the cumbersome steps in Contentspace, as in ES 2.5).

9. CM 3.0 introduces the ability to author Tables (dynamic or static) within your correspondence.

Here’s the Fund Allocation table in the Welcome Kit letter (that is part of the CM sample assets).

10. The Asset Dependencies Browser is an excellent tool/interface to view the dependencies of an asset, and be able to generate a report out of the same.

Note : Users can further drill down into the related assets by double-clicking on the asset, which will then show the dependencies for that asset. One can switch back-n-forth using the breadcrumbs on the top bar.

These are just 10 key features that you just cannot afford to miss. There is a lot more to the solution, the details of which can be seen on this post.

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Original article at http://blogs.adobe.com/saket/adobe-correspondence-management-solution-top-10-items-to-look-out-for/.

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