You
may need to preserve (archive) documents that the process creates
(for example, the approved forms). The Archive wizard guides you
through the steps of adding a set of archiving operations to your
current process. These operations preserve (archive) a document
in various ways, such as printing it or saving it to a file system.
A document to be archived can be a form or another type of document,
such as a spreadsheet. The wizard also provides the option of converting
the document to a PDF before storing it.
Upon completion, the wizard creates a fully functional part of
the process that contains operations that correspond to the selected
archival methods. Properties for each operation and route in the
process are set based on the options selected in the wizard. The
wizard also creates all variables that are required to run the process.
To start the Archive wizard:
Drag the Archive wizard
icon
from
the Activity toolbar to the process diagram.
The Archive wizard
provides the following methods of archiving:
-
Email:
-
The document is sent as an email attachment to the specified
recipients. (See
Archive wizard: Email server properties
and
Archive wizard: Email address properties
.)
-
Saving to a file system:
-
The document is saved in the AEM forms Server file system
with the specified name. (See
Archive wizard: File system properties
.)
-
Saving to Content Store:
-
The document is saved to the specified content store by using
the specified node name. (See Archive
wizard: Content services properties.)
-
Printing:
-
The document is prepared to be printed on the specified postscript printer.
(See
Archive wizard: Printer properties
.)
You can select any combination
of these archival methods. Depending on the selected methods, the
wizard presents one or two panels per method, where you can provide
detailed information. Only the panels that are related to the selected
archival methods are included in the wizard.
If
you do not have a required service installed, related methods are
not available, as detailed in this table.
Service not installed
|
Options not available
|
Generate PDF
|
Convert to PDF
Print to Printer
|
Assembler
|
Convert to PDF
|
Convert PDF
|
Print to Printer
|
Document Management
|
Save to Content Store
|
Output
|
Print to Printer
|
Forms
|
Convert to PDF
Convert to PDFA
|
You can enter most of the settings either
as a literal value or as an XPath expression:
-
To enter
a literal value, select
literal
from the list beside the
setting. Then, either type the value, select it from the list, or
click the folder icon
and select
the value from the listed applications.
-
To configure an XPath expression, select
xpath
from
the list beside the setting, click the folder icon
, and
build the expression. (See
Creating XPath expressions
.)
Note:
When a process created
using Archive Wizard references a document that is located in a
local application, after creating a new version of this process,
the reference is broken. You must manually update the reference
to the correct version of the document.
Archive wizard: Document and archival method properties
In the Document Selection
and Archive Options panel, specify the document to be stored and
the storing methods.
Select a document to archive
Provide information about the document
that you want to archive at the end of the process.
-
Document:
-
The document to archive. If you provide a literal value,
this document must be part of an application. (See
Working with Applications
.)
-
Form:
-
The form to archive. If you provide a literal value, this
form must be part of an application. (See
Working with Applications
.)
-
Data:
-
The variable that holds form data. If you already have this
variable configured in your process, select it from the list. To
configure a new variable, click the plus sign (+) icon beside the
list and create a variable in the Variable dialog box. (See
Creating variables
.).
Conversion options
Select the format for the archived document.
-
PDF:
-
The document is converted to PDF before it is archived. Selecting
this option adds the invokeDDX operation to the process diagram.
(See
invokeDDX operation
.)
Note:
This option is not available if you selected Document
and do not have the Generate PDF and Assembler services installed
on the server, or if you selected Form and do not have the Output
service installed on the server.
-
PDFA:
-
The document is archived in the PDF/A format. The PDF/A format
is used for the long term archiving of electronic documents. The
Assembler service supports the PDF/A format.
-
None:
-
The document is archived in its original format.
The
PDF option is not available when either one of the following conditions
is true:
-
You selected the Document option, and you
do not have the Generate PDF and Assembler services installed on
the server.
-
You selected the Form option, and you do not have the Output
service installed on the server.
The PDFA option is not available
when either one of the following conditions is true:
-
You selected the Document option, and you do not have the
Generate PDF and Assembler services installed on the server.
-
You selected the Form data, and you do not have the Forms,
Output, and Assembler services installed on the server.
How do you want to archive the document?
Select any combination
of the following storage options:
-
Email:
-
The document is sent by email to specified addresses. Selecting
this option adds the sendWithDocument operation to the process diagram.
(See
Send With Document operation
.)
-
Save to File System on Server:
-
The document is saved at the specified location on the file
system. Selecting this option adds the writeDocument operation to
the process diagram. (See
Write Document operation
.)
-
Save to Content Store:
-
The document is saved in the specified content space. Selecting
this option adds the storeContent operation to the process diagram. (See storeContent.)
-
Print to Printer:
-
The document is configured and printed on the specified postscript
printer. Selecting this option adds the toPS2 and sendToPrinter
operations to the process diagram. (See
toPS2 operation
and
sendToPrinter operation
.)
Archive wizard: Email server properties
In
the Email Server Settings panel, provide information required for
connecting to an SMTP server.
-
SMTP Host:
-
The IP address or URL of the SMTP server (for example, localhost,
or 127.0.0.1).
-
SMTP Port:
-
The port that is used to connect to the SMTP server.
-
Sender Email Address:
-
The email address that is associated with the email user account
that is sending the email message.
-
SMTP Authenticate:
-
Whether the user authentication is required to connect to the
SMTP server.
-
SMTP User:
-
The name of the user account that is required to log in to
the SMTP server.
-
SMTP User Password:
-
The password that is associated with the SMTP user account.
-
Security Protocol:
-
The security protocol to use for connecting to the SMTP server:
-
None:
-
No protocol is used (data is sent in clear text).
-
SSL:
-
Secure Sockets Layer protocol is used.
-
TLS:
-
Transport Layer Security is used.
Archive wizard: Email address properties
In
the Email Address Settings panel, provide email addresses for the
email recipients. Also, configure the subject and text of the email
message.
Note:
Separate multiple email addresses with a comma.
-
To:
-
One or more email addresses to send the email message to.
-
CC:
-
One or more email addresses to send a copy of the email message
to.
-
BCC:
-
One or more email addresses to send a copy of the email message
to. The addresses are hidden from other recipients of the email
message.
-
Subject:
-
The text to use for the email message subject.
-
Message:
-
The text of the email message.
-
Attachment Name:
-
The filename to use for the attachment. Include the filename
extension if the email message receiver must associate the file
with the software to open it.
Archive wizard: File system properties
In
the File System Settings panel, specify the place in the AEM forms
Server file system where you want to save the document.
-
File Path:
-
A fully qualified path to the file location in the AEM forms
Server file system. The path must end with a forward slash (/) or
a backslash (\) (for example, C:/Archives/).
-
File Name:
-
The name of the file to save.
Archive wizard: Printer properties
In
the Printer Settings panel, provide information about the printer
to use for printing the document.
-
Printer Server URI:
-
The URI of the print server to use. The AEM forms Server must
have access to the print server.
-
Printer Name:
-
The name of a particular printer on the specified print server.
Archive wizard: Summary
The
last panel in the Archive wizard contains a summary of the selected
configuration options. Review this summary carefully and, if necessary,
use the Back button to return to the previous panels and correct
any errors.
When you are sure that all information is correct, click Finish
to create the process.
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