Maintaining legacy run-time instances

After you import from the run-time environment, perform the following tasks to continue the development of your legacy processes, custom event types, and resources:

  • Modify the imported items.

  • Propagate changes to other environments.

Changing existing run-time instances

By default, items that are imported to applications from the run-time environment are linked to the existing run-time instances. Consequently, changes to the imported items affect the run-time behavior of legacy solutions.

For example, a AEM forms process is imported to an application. The form it uses is also imported. The form is checked out and opened using Adobe Designer 9. After changes are made to the form, it is checked in and the application is deployed. The changes affect all new form instances that are created when users open their tasks to participate in the process.

Change legacy processes, events, and resources:

  1. Open the process, event type, or other asset from the Applications view, edit and save the changes. (See Editing and viewing assets .)

  2. Check in the process, event type, or other asset. (See Editing and viewing assets .)

  3. Deploy the application. (See Deploying applications .)

Updating legacy solutions in other environments

After changing legacy items in the development environment, propagate the changes to other environments, such as staging or production environments. Create or update AEM forms 8.x archives to update legacy applications that were deployed using AEM forms.

The Processes view and the Resources view enable you to create and update AEM forms archive files. After you create or update the AEM forms archive file, use administration console to import it into the other environment. (See Import and manage AEM forms 8.x archives .)

When importing you import 8.x archives, matching processes, resources, and event types that exist on the target environment are not updated with the copies in the archive.

Note: AEM forms archives are based on AEM forms applications and are not compatible with AEM forms 8.x archives.

The following user permissions are required for creating or updating archive files:

  • To include processes in the archive, the user must have Service Read and Service Invoke permissions.

  • To include resources in the archive, the user must have Repository Read and Repository Traverse permissions for the resource being exported. The user must have Repository Traverse permission for the parent folders.

Note: When locked resources are added to a AEM forms archive, lock information is not included in the archive.

Selecting contents

The following rules apply when selecting processes and resources:

  • To make a selection, click the box beside a component that you want to select. A check mark appears in the box. To deselect a component, click the box again.

  • A shaded box marks the components selected implicitly.

  • Selecting a process category automatically selects each process type within the category.

  • Selecting a process automatically selects the latest version of the process. You can manually select earlier versions of the process.

  • Selecting a resource folder automatically selects all the files and folders within it.

  • Processes and resources that are selected automatically cannot be deselected individually.

  • To select several items, click the name of the first item, and then press Shift and click the name of the last item to select. You can also press Ctrl and click individual names. Then click the box beside one of the marked process names.

Create an archive file:

  1. In the Processes or Resources view, click button.

  2. Select Create An Archive File and click Next.

  3. (Optional) In the Archive Name box, type the name for the archive. The box is prepopulated with the words “New Archive” followed by a date and time string to ensure that it is unique. This name is displayed in administration console when you import the archive.

  4. (Optional) In the Archive Description box, type a description for the archive so that others know what its contents are. A default description specifies the date and time of the archive creation and the name of the user who created the archive.

  5. In the Local File System Destination box, specify the file name and location of the archive:

    Note: You do not need to specify the file name extension. It is added automatically to the file name.
  6. Click Next.

    If you clicked the Create A AEM forms Archive From Selected Components button on the Resources view, continue with step 10.

  7. (Processes only) Select processes to include in the archive file.

    Note: Only the processes that are activated are displayed in the list.
  8. (Processes only) Click Next to preview the list of processes to include in the archive file or click Finish to save the archive file immediately.

    If you did not select any processes, clicking Next opens the Resource Selection panel.

  9. (Processes only) In the Archive Preview panel, review the list of processes that are included in the archive file.

    The list indicates the process version and whether you explicitly selected the process or it is implicitly included. Processes are implicitly included when a selected process depends on them. A check mark in the Implicit column indicates that the process was implicitly included.

  10. Click Next to add resources to the archive file or click Finish to save the archive.

  11. (Optional) Select resources to include in the archive file.

    Resources required by the processes that are selected in the Processes Selection panel are automatically included in the archive and cannot be deselected.

  12. Click Next to preview the list of the selected components to include in the archive file or click Finish to save the archive file immediately.

  13. After reviewing the contents of the archive file, click Finish to save the file.

Update an archive file:

  1. In the Processes or Resources view, click the Create A AEM forms Archive From Selected Components button.

  2. Select Update Existing Archive File and click Next.

  3. In the Existing Archive box, type the name and location of the AEM forms archive file to update. Click the ellipsis button  to browse to the location of the file.

  4. Click Next to modify archive properties.

  5. (Optional) The Archive Name box displays the current name of the archive. Change it as required (for example, to indicate the date the archive was updated).

    The archive name must be unique on the system where the archive is imported. This name is displayed in administration console when you import the archive.

  6. (Optional) In the Archive Description box, type a description for the archive so that other users know what its contents are. The default description includes information about the archive creation, previous updates, and the current update.

  7. (Optional) In the Local File System Destination box, change the name of the archive file to create an archive based on the one selected. To update the content of the archive, do not change the file name.

  8. Click Next to add or remove processes from the archive file or click Finish to save the archive file. If you are using the same file name, a message prompts you to confirm whether you want to overwrite the existing file. Click OK.

    When you click Finish, AEM forms automatically updates the versions for processes and resources that were explicitly selected when the archive was originally created.

  9. (Optional) Select processes to add to the archive file or deselect processes to remove from the archive file.

  10. Click Next to preview the list of processes to include in the archive file or click Finish to save the archive file immediately.

    If you did not select any processes, clicking Next displays the Resource Selection panel.

  11. In the Archive Preview panel, review the list of processes that are included in the archive file. Click Next to add or remove resources or click Finish to save the archive.

  12. (Optional) Select resources to add to the archive file or deselect resources to remove from the archive file.

  13. Click Next to preview the list of the selected components to include in the archive file or select Finish to save the archive file.

  14. After reviewing the contents of the archive file, click Finish to save the file.

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