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After you start Workbench, you establish a connection with
a server by logging in. Your administrator must configure your user
account and the server so that you can use Workbench.
Logging in
To work on your processes or forms, you first
must log in to a server. If a server has not already been configured
for logging in, see
Configuring server connections
.
Note:
If you have configured AEM forms to use the
Documentum or FileNet repository provider, and you want to log in
to a repository other than that configured as the default in Administration
Console, you should provide the user name as [username]@[Repository].
After you log in, the server that you are logged into and the
user name that you logged in with appear in the lower right-hand
corner of Workbench. The following illustrations shows that the
administrator user is logged into the localhost server.
To log in to a server:
-
Start Workbench and select
File > Login.
You can also click the Login
button
.
-
In the login window, type your user name in the Username
box and type your password in the Password box.
-
In the Log On To list, select the required server and then
click Login.
Note:
For security, the
Reauthentication window may reappear at regular time intervals after
you log in, at which time you need to provide your password again. Your
administrator can determine the time interval. For more information,
see “Configuring User Management > Configuring AEM forms time-out
setting” in
User Management Help
.
Increasing the memory allocation
If a low memory warning appears when you log in to Workbench,
you can increase the amount of memory allocated to Workbench.
To configure the allocated memory, modify the workbench.ini file
property that controls the amount of allocated memory. The property
is in the format
-Xmx
[number]
M
,
where
[number]
is the number of MB of memory that is allocated. The
default amount of memory that is allocated is 512, which is set
by using the property value of
-Xmx512M
. You increase
the amount of memory in increments of 256. For example, if the warning
appears when 512 MB of memory is allocated, increase the allocated
memory to 768. If the warning occurs again, increase to 1024.
The workbench.ini file is located in the
[install directory]
/Adobe/AEM
forms Workbench/Workbench directory, where
[install directory]
is
the location where you installed Workbench.
Increase the allocated memory:
-
In a text editor, open the
workbench.ini file.
-
Locate the line that contains the property that sets the
amount of allocated memory, and modify the values of the property
as required. For example,
-Xmx768M
allocates 768
MB of memory.
-
Save and close the workbench.ini file and restart Workbench.
If
a low memory warning appears after extended use of Workbench, close
and restart it.
Configuring server connections
You
need to configure a connection to the AEM forms Server that you
want to log into and access the resources that it stores. If a server
is not already configured or you want to change the server settings,
you can configure the server from the login dialog box. Ask your
administrator for the values you should use when configuring a server.
After you configure a server, you can select the configuration
in the login window.
To configure a server:
-
In the AEM forms login dialog
box, click Configure. The Manage Configured Servers dialog box appears.
-
To add a new server, click the Add New Server button
. To
edit an existing server, select a server and click the Edit Selected
Server button
.
-
In the Server Title box, type a name to describe the server.
This name is descriptive only. It is displayed in the selection
menu of the login window.
-
In the Hostname box, type the name or IP address of the AEM
forms Server.
-
In the Protocol list, select Simple Object Access Protocol
(SOAP/HTTP), Simple Object Access Protocol (SOAP/HTTPS), or Simple
Object Access Protocol(SOAP/HTTPs) Mutual Auth.
-
In the Server Port Number box, type the port number provided
by your administrator. This specifies the port number used to connect
to the server.
-
Click OK, and then click OK again.
-
On the server, In the login window, verify that you selected
the correct server from the Log On To list.
If you use the
Simple Object Access Protocol (SOAP/HTTPs) Mutual Auth option to
connect to the server, only then the following options appear on
the login screen:
-
Key Store: Path of the key store
file. The file resides on the machine which has Workbench installed.
Specify the path in
file:[path_of_the_file]
format.
-
Key Store Password: Password of the key store. In general,
you create key store passwords while creating the key store.
-
Trust Store: Path of the trust store file. The file resides
on the machine which has Workbench installed. Specify the path in
file:[path_of_the_file]
format
-
Trust Store Password: Password of the trust store. In general,
you create trust store passwords while creating the trust store.
Logging out
If you are
finished using Workbench or want to log in to a different server,
you need to log out of the server you are connected to.
To log out of a server:
-
Select File > Logout.
-
In the logout window, click Logout.
You
can also click the Logout button
.
User permissions
To log into Workbench, your user account needs
to be assigned the role of an Application Administrator. This role
provides the following permissions that are relevant to Workbench
users.
-
Use administration console (Applications and Services
pages) to configure service run-time properties; add, remove, and
configure endpoints, and configure security.
-
Install and uninstall components.
-
Create applications.
-
Delete applications
-
Create event types.
-
Delete event types.
-
Create processes.
-
Delete processes.
-
See a list of recorded process instances and play them.
-
Start and stop services, and activate and deactivate processes.
-
Open processes for reading and editing.
-
Invoke services.
-
Use Workbench features that enable you to create forms:
-
Set and delegate access permissions for applications.
For more information about assigning roles to users, see
AEM forms administration help
or contact
your AEM forms administrator.
Mutual authentication
You can configure mutual authentication between Workbench
and AEM forms server. The mutual authentication requires key store
and trust store pair and public key and private key pair to reside
on Workbench and AEM forms server. The public certificate of the
workbench is imported into AEM forms server and the public certificate
of the AEM forms server is imported into Workbench. The key store
contains the private keys. Do not share these keys with anyone.
The following list of commands helps you create a simple self-signed
certificate and configure it under workbench/server:
-
Create public/private key pair for AEM forms server:
keytool -genkey -alias teiid -keyalg RSA -validity 365 -keystore server.keystore -storetype JKS
-
Export the public certificate server.cert. This server certificate
is imported to Workbench:
keytool -export -alias teiid -keysto. re server.keystore -rfc -file server.cert
-
Create public/private key pair for Workbench:
keytool -genkey -alias cteiid -keyalg RSA -validity 365 -keystore clientnew.jks -storetype JKS
-
Export the public certificate client.cert file. This client
(Workbench) certificate is imported to AEM forms:
keytool -export -alias cteiid -keystore cliennew.jks -rfc -file client.cert
-
Import public certificate of server into trust store of workbench:
keytool -import -alias teiid -file server.cert -storetype JKS -keystore client.truststore
-
Import public certificate of workbench into trust store of
server:
keytool -import -alias cteiid -file client.cert -storetype JKS -keystore server.truststore
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