Connecting to a content management system

Overview

AEM forms supports several ways of storing and managing assets such as forms, fragments, images, and XML schemas.

  • You can store assets in the AEM forms repository.

  • If you already use a supported enterprise content management (ECM) system, you can configure one of these connectors to connect to it:

    • Connector for IBM FileNet®

    • Connector for IBMContent Manager

    • Connector for EMC Documentum®

    • Connector for MicrosoftSharePoint®

    Note: In earlier releases, assets could be stored in an ECM repository. In this release, assets are stored in the AEM forms native repository and the Repository Provider services have been deprecated. The migration of assets from an ECM repository to the AEM forms repository is done when you perform an upgrade to AEM forms. For more information, see the AEM forms Upgrade guide for your application server.
    Note: The Flex Worksapce is deprecated for AEM forms release.

Configuring Connector for IBM FileNet

Connector for IBM FileNet enables communication between AEM forms and IBM FileNet. For additional background information, see "Connectors for ECM" in Services Reference .

Note: In earlier releases, assets could be stored in an ECM repository. In this release, assets are stored in the AEM forms native repository and the Repository Provider services have been deprecated. The migration of assets from an ECM repository to the AEM forms repository is done when you perform an upgrade to AEM forms. For more information, see the AEM forms Upgrade guide for your application server.

Configure the connection to the Content Engine

IBM FileNet P8 Content Engine provides software services for managing enterprise content and customer-defined business objects in FileNet content repositories.

  1. In administration console, click Services > Connector for IBM FileNet.

  2. In the Content Engine URL box, enter the complete connection URL. For example:

    If you are using FileNet Content Engine 4.x with CEWS transport, enter:

    cemp:http://ContentEngineHostNameorIP:port/wsi/FNCEWS40DIME?jaasConfigurationName=FileNetP8WSI

    If you are using FileNet Content Engine 4.x with EJB transport, which is supported on WebLogic only, enter:

    cemp:t3://ContentEngineHostNameorIP:port/FileNet/Engine?jaasConfigurationName=FileNetP8Engine

  3. In the Credential Protection Scheme list, select one of these protection levels:

    • Clear: Sends credentials across the network in an unprotected mode

    • Symmetric: Sends encrypted credentials across the network

  4. In the Encryption File Location box, enter the path to the encryption file:

    • If you selected Clear as the credential protection scheme, this keyword and its value are ignored.

    • If you selected Symmetric as the credential protection scheme, the path you enter points to the location of an encryption file on the forms server that contains the cryptographic keys to be used.

  5. In the Default Object Store box, enter the object store connector that AEM forms connects to by default.

  6. In the User Name box, enter the user name of a user who has access rights to the default object store that you specified in the previous step.

  7. In the Password box, enter the password for the user and click Save.

Configure the process engine settings

Connector for IBM FileNet contains the Process Engine Connector for IBM FileNet service, which is used to interact with the IBM FileNet Process Engine. You can configure settings for this service.

  1. In administration console, click Services >Connector for IBM FileNet.

  2. To enable the use of the Process Engine Connector for IBM FileNet service, select Use Process Engine Connector Service.

  3. In the Process Router/Connection Point box, enter the host name or IP address and port number followed by the name of the process router. For example:

    rmi://ProcessEngineHostNameorIP:port/Name

  4. In the User Name box, enter the user name that is used to connect to the process engine.

  5. In the Password box, enter the password that is used to connect to the process engine and click Save.

Validation of service settings

If you enter an incorrect user name or password when configuring the connection to the Content Engine or the process engine settings, you will get the following results, depending on whether the services are currently running:

  • If both the Repository Provider service for IBM FileNet and the Content Repository Connector for IBM FileNet service are stopped, when you save the service configuration information, no error appears. However, the next time you start the service, an exception will be thrown and the service will not start.

  • If either the Repository Provider service for IBM FileNet or the Content Repository Connector for IBM FileNet service are started, when you save the service configuration information, the service attempts to validate the credential information immediately. In this case, an error occurs and the configuration information is not saved.

Change the repository service provider

You can configure which repository service provider to use with FileNet. Repository service calls are delegated to the provider you configure.

The following options are available:

Current Repository Provider Name:
The name of the current repository service provider

IBM FileNet Repository Provider:
Makes the FileNet repository provider the provider for the repository. This option has been deprecated.

repository provider:
Makes the native repository provider the provider for the repository
Note: To select a repository service provider other than those listed, configure RepositoryService in Applications and Services. (See Managing Services .)
  1. In administration console, click Services > Connector for IBM FileNet.

  2. In the Repository Service Provider Information area, select the alternative repository service provider, and then click Save.

Configuring Connector for IBM Content Manager

Connector for IBM Content Manager enables communication between AEM forms and IBM Content Manager. For additional background information, see "Connectors for ECM" in Services Reference .

Configure the IBM Content Manager connection

  1. In administration console, click Services > Connector for IBM Content Manager.

  2. In the Datastore Name box, enter the name of the IBM Content Manager datastore to which you want to connect. If the database is local, enter the name of the database. If the database is remote, enter its alias name.

  3. In the User Name box, enter the user ID of a user who will connect to the IBM Content Manager datastore.

  4. In the Password box, enter the user’s password.

  5. (Optional) In the Alias Connection String box, enter additional connection arguments. In most cases, this box should be empty. For additional information, see your IBM documentation.

  6. Click Save.

Validation of service settings

If you enter an incorrect dataStore alias, user name or password, you will get the following results, depending on whether the Content Repository Connector for IBM Content Manager service is currently running:

  • If the service is stopped, when you save the service configuration information, no error appears. However, the next time you start the service, an exception will be thrown and the service will not start.

  • If the service is started, when you save the service configuration information, the service attempts to validate the credential information immediately. In this case, an error occurs and the configuration information is not saved.

Configuring Connector for EMC Documentum

Connector for EMC Documentum enables communication between AEM forms and EMC Documentum. For additional background information, see "Connectors for ECM" in Services Reference .

Setting up Connector for EMC Documentum involves configuring the server connection and the repository credentials.

Note: In earlier releases , assets could be stored in an ECM repository. In the current release, assets are stored in the AEM forms native repository and the Repository Provider services have been deprecated. The migration of assets from an ECM repository to the AEM forms repository is done when you perform an upgrade to AEM forms. For more information, see the AEM forms Upgrade guide for your application server.

Configuring the server connection

This topic describes the tasks for Connector for EMC Documentum that you can perform on the Configuration Settings page.

Note: If you are configuring all of the settings simultaneously, you only need to click Save once.

Configure the server

You need to configure the connection broker server information. This information is necessary for connecting to the Documentum content repositories and starting the Connector for EMC Documentum.

  1. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

  2. In the Documentum Configuration Information area, enter the host name or IP address and the port number of the connection broker. The port number must be a positive integer (for example, 1489).

  3. Click Save.

Configure principal credentials

When configuring the principal credentials, the repository name you provide depends on whether an explicit repository name is provided during login.

If you enter an incorrect user name or password, you will get the following results, depending on whether the service is currently running:

  • If both the EMC Documentum Repository Provider service and the EMC Documentum Content Repository Connector service are stopped, when you save the service configuration information, no error appears. However, the next time you start the service, an exception will be thrown and the service will not start.

  • If either the EMC Documentum Repository Provider service or the EMC Documentum Content Repository Connector service are started, when you save the service configuration information, the service attempts to validate the credential information immediately. In this case, an error occurs and the configuration information is not saved.

    1. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

    2. In the Documentum Principal Credentials Information area, type the user name and password of a user with super-administrator privileges.

    3. If an explicit repository name is not provided during login, enter the repository name that the credentials are associated with.

    4. Click Save.

Change the repository service provider

You can configure which repository service provider to use with Documentum. Repository service calls are delegated to the provider you configure. The following options are available:

Current Repository Service Provider Name:
The name of the current repository service provider

ECM Documentum Repository Provider:
Makes the Documentum repository provider the provider for the repository. This option has been deprecated

repository provider:
Makes the native repository provider the provider for the repository
Note: To select a repository service provider other than those listed, configure RepositoryService in Applications and Services > Service Management. (See Managing Services .)
  1. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

  2. In the Repository Service Provider Information area, select the alternative repository service provider.

  3. Click Save.

Configuring repository credentials

The Documentum credential information is used in the AEM forms system context. Repository credentials are specific to particular repositories in Documentum. You can provide credentials for any number of repositories; however, you can specify only one set of credentials per repository.

Add a repository credential

  1. In administration console, click Services > Connector for EMC Documentum > Repository Credentials Settings.

  2. Click Add. The Documentum System Credentials Information page appears.

  3. Enter a name for the repository.

  4. Enter a user name and password.

  5. Click Save.

If the Content Repository Connector for EMC Documentum service and/or the Repository Service for EMC Documentum are running, the credential information is verified against the specified repository before is stored in the database. If the credentials are invalid or exist, an error message is displayed.

Remove a repository credential

  1. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

  2. Select the check box next to the repository to remove credentials from and click Remove. The credentials for the selected repository are removed from the database.

Change the user name and password for a repository credential

  1. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

  2. Click the name of the repository to edit credentials for.

  3. Change the repository’s user name or password, or both. (The repository name is read-only.)

  4. Click Save.

If the Content Repository Connector for EMC Documentum service and/or the Repository Service for EMC Documentum are running, the credential information is verified against the specified repository before is stored in the database. If the credentials are invalid or exist, an error message is displayed.

Enable the request for sharing of Workspace task queues

Some manual steps are required to ensure that the Request for Sharing of Task Queue feature in Workspace functions properly with Connector for EMC Documentum.

  1. After AEM forms is deployed and Workbench is installed, log in to Workbench and open the Resources view. You will determine where the QueueSharing.swf file is located from this view.

  2. Drag the QueueSharing.swf file from the Resources View to the Windows desktop or an equivalent location, depending on your operating system.

  3. In administration console, click Services > Connector for EMC Documentum > Configuration Settings.

  4. Under Repository Service Provider Information, change the configured repository provider to EMC Documentum Repository Provider.

  5. Start Workbench and copy the QueueSharing.swf file from the location where you originally copied it to (for example, the Windows desktop or another location) into an existing directory inside the EMC Documentum repository.

  6. In the Workbench Processes view, open the Queue Sharing process.

  7. In the Variables view, open the properties of the "theForm" variable and change the URI to match the path where you placed the QueueSharing.swf file in step 5.

  8. Save the process.

  9. Migrate the process to the production environment according to your organization's policy.

Configuring Connector for Microsoft SharePoint

Connector for Microsoft SharePoint enables communication between AEM forms and Microsoft SharePoint. For additional background information, see "Connectors for ECM" in Services Reference .

  1. In administration console, click Services > Connector for Microsoft SharePoint.

  2. Specify the following settings for your SharePoint Server:

    SharePoint Server Host Name:
    The host name port number of the web application on the SharePoint server, in the format [hostname] : [port] .

    User Name:
    The user account used to connect to the SharePoint server.

    Password:
    Password for the user account used to connect to the SharePoint server

    Domain Name:
    Domain where the SharePoint server is located.

  3. Click Save.

Microsoft SharePoint configuration service

The Microsoft SharePoint configuration service (MSSharePointConfigService) lets you specify credentials for the AEM forms user that has impersonation permissions. For information about impersonation permissions, see Configuring Connector for Microsoft SharePoint . Follow these steps to specify settings for MSSharePointConfigService :

  1. In administration console, click Services > Applications and Services > Service Management.

  2. Navigate the list of services and click MSSharePointConfigService .

  3. Specify the following settings on the Configuration page:

    • User Name For A User With Impersonation Permissions

    • Password For The Above User

  4. Click Save.

Configuring Content Services (Deprecated)

Note: Adobe® LiveCycle® Content Services ES (Deprecated) is a content management system installed with LiveCycle. It enables users to design, manage, monitor, and optimize human-centric processes. Content Services (Deprecated) support ends on 12/31/2014. See Adobe product lifecycle document . To know about configuring Content Services (Deprecated), see Administering Content Services .

Configure shared review settings

Specify the protocol to use for Content Services-based shared reviews.

  1. In administration console, click Services > Content Services.

  2. In the Review Protocol list, select the appropriate option:

    • WebDAV: The space used for reviews is accessed via the browser.

    • CIFS: The space used for reviews is mapped to a drive on your Windows computer using the Common Internet File System (CIFS) protocol.

  3. Click Save.

Configure a CIFS authenticator

If you are using Active Directory, Content Services (Deprecated) is accessible via CIFS protocol. Content Services (Deprecated) attempts to detect the domain controller IP addresses for all configured enterprise domains. Fill in any missing information for the domains listed in this section to enable CIFS support.

Disabling automatic propagation of events

By default, Content Services (Deprecated) events are automatically propagated to AEM forms. To improve performance, automatic propagation can be disabled by setting the JVM argument "propagateEventsToLC" to false. For more information, see the "Configuring the JVM arguments" section of the "Manually configuring system name " appendix in the Installing and Deploying AEM forms guide for your system.

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