4.4 Configuring AEM forms on JEE

Now that AEM forms on JEE is installed, you are ready to begin the upgrade configurations. The Configuration Manager wizard performs the tasks required for upgrading.

4.4.1 Configuring AEM forms on JEE

Note: Press F1 in Configuration Manager to view Help information for the screen you are viewing. You can view the configuration progress at any time by clicking View Progress Log.
Note: During configuration, if you must reset the data in Configuration Manager by using the Reset to Default option, ensure that you relaunch the Configuration Manager. Otherwise, you may encounter some missing configuration screens.

  1. If you are continuing from the AEM forms on JEE installation, proceed to step 3; otherwise, navigate to the [aem-forms root]\ configurationManager\bin folder and run ConfigurationManager.bat .

  2. When prompted, select the language to use, and then click OK .

  3. If you are prompted to choose to use existing configuration data, click OK .

  4. On the Welcome to Adobe Experience Manager forms screen, click Next .

  5. On the Upgrade Task Selection screen, select Upgrade from LiveCycle ES4 SP1, and click Next.

4.4.2 Selecting modules

On the Modules screen, ensure that the LiveCycle ES4 modules you want to upgrade are selected. By default, all the modules that you select will be licensed with an Evaluation License. Click Next .
Note: Some modules have technical dependencies on other modules for proper configuration and functioning. Configuration Manager displays a dialog and does not allow to proceed further if mutually dependent modules are not selected. For example, you must select Forms, Output, and Content Repository modules if you are configuring Correspondence Management.
Important: Ensure that all modules configured in your LiveCycle ES4 instance are selected. You may choose to deploy additional modules.

4.4.3 Selecting Tasks

On the Task Selection screen, ensure that all the required tasks are selected, and then click Next.
Note: The Configure Application Server and Validate Application Server Configuration tasks are not available for selection for JBoss turnkey. The JBoss turnkey method does not support these tasks because the application server is already configured for AEM forms on JEE.

4.4.4 Reviewing the requirements

  1. On the In-place vs Out-of-place Upgrade screen, review the information provided and ensure that you have performed all the prerequisites and click Next .

  2. On the Pre-upgrade Steps and Pre-upgrade Steps (Contd...) screens, review the requirements and perform all tasks relevant to your environment and click Next.

4.4.5 Stopping JBoss

On the Shutdown previous LiveCycle screen, click the button to stop the JBoss service for your LiveCycle ES4 version, and click Next.

4.4.6 Migrating Global Document Storage directory

On the Migrate Global Document Storage (GDS) directory and other LiveCycle content screen, click Migrate Contents to copy the existing LiveCycle ES4 content to the new location for AEM forms on JEE. When complete, click Next.
Note: If the GDS location was changed in your LiveCycle ES4 version, migrate the contents of the GDS manually.

4.4.7 Migrating Custom Data Sources

On the Migrate Custom Data Sources screen, if you had created custom datasources after installing LiveCycle ES4, select the Import datasources option, click Start to import them. When complete, click Next .

If you do not have custom data sources, leave the option deselected and click Next.

4.4.8 Configuring EAR, Fonts, and GDS

  1. On the Configure Adobe Experience Manager forms (1 of 5) screen, click Configure and, when the EAR files have been configured, click Next . Depending on the number of modules that are included in the configuration, this process may take several minutes to complete.

  2. On the Configure Adobe Experience Manager forms (2 of 5) screen, set the directories that AEM forms on JEE will use to access fonts and then click Next.

    Click Edit configuration to change any values on this screen. This button is not available when the Configuration Manager is run for the first time, but is available on the second and subsequent runs of the Configuration Manager.

    • (Optional) To change the default location of the Adobe server fonts directory , type the path or browse to the directory. The default path is [aem-forms root]/fonts

    • To change the default location of the Customer fonts directory, click Browse or specify a new location for your customer fonts.

      Note: Your right to use fonts provided by parties other than Adobe is governed by the license agreements provided to you by such parties with those fonts, and is not covered under your license to use Adobe software. Adobe recommends that you review and ensure that you are in compliance with all applicable non-Adobe license agreements before using non-Adobe fonts with Adobe software, particularly with respect to use of fonts in a server environment.

    • (Optional) To change the default location of the System fonts directory , type the path or browse to the directory.

    • (Optional) To enable FIPS, ensure that Enable FIPS is selected. Select this option only if you require the Federal Information Processing Standards (FIPS) to be enforced.

  3. On the Configure Adobe Experience Manager forms (3 of 5) screen, accept the default location for the Location of temporary directory , or enter the path or click Browse to specify the path. The default location is [aem-forms root]/temp . Click Next to continue.

  4. On the Configure Adobe Experience Manager forms (4 of 5) screen, accept the default location for the Global document storage directory path , or click Browse to specify the fully qualified path. If your LiveCycle ES4 version did not use the default GDS directory, for a successful upgrade you must specify a directory for AEM forms on JEE, and copy the contents of the previous GDS directory to this new location.

    Note: If you migrated GDS contents to the AEM forms on JEE installation in the step 4.4.6 Migrating Global Document Storage directory , do not modify the prepopulated value of Global document storage directory path .

  5. On the Configure Persistent Document Storage (5 of 5) screen, select either Use GDS or Use database , and then click Configure .

    • Use GDS : Use the file system based GDS for all persistent document storage. This option provides the best performance and a single location for GDS.

    • Use database : Use the database for AEM forms on JEE for storing persistent documents and long-lived artifacts. However, the file-system based GDS is also required. Using the database simplifies backup and restore procedures.

    Click Next .

4.4.9 Configuring Acrobat for PDF Generator

  1. (PDF Generator only) On the Configure Acrobat For PDF Generator screen, click Configure to run the configuration script. When complete, click Next .

  2. On the Configure Adobe Experience Manager forms Summary screen, click Next .

4.4.10 Configuring the Database

Important: Ensure that the old and current versions of MySQL are running before you perform these steps.
Important: If you have chosen the Install Adobe Experience Manager forms option on the Preparation for Upgrade screen, or are installing AEM forms on JEE on a computer that doesn’t have LiveCycle ES4 installed on it, you must manually import your LiveCycle ES4 database into AEM forms on JEE database.

  1. On the AEM forms Database screen, specify information about the database you are going to use with AEM forms on JEE, and then click Verify Connection to test the connection. Click Next .

  2. On the Previous LiveCycle Database screen, specify information about the LiveCycle ES4 database that you are upgrading from, and then click Verify Connection to test the connection. Click Next .

    Note: This screen appears only if you have chosen the Prepare to upgrade existing installation to AEM forms option on the Preparation for Upgrade screen.

  3. On the Upgrade MySQL Relational Database screen, click Upgrade MySQL to migrate the LiveCycle ES4 data to the new MySQL database for AEM forms for JEE.

    Note: This screen appears only if you have chosen the Prepare to upgrade existing installation to AEM forms option on the Preparation for Upgrade screen.

4.4.11 Configure CRX

On the CRX Configuration screen:

You have the option to upgrade your existing LiveCycle CRX repository to the CRX repository for AEM forms on JEE or configure a separate CRX repository for AEM forms on JEE while retaining the LiveCycle repository.

  1. If you are upgrading your existing LiveCycle ES4 repository, select Do you want to upgrade existing LiveCycle ES4 SP1 CRX repository in CRX2 mode . Else, deselect the option.

  2. If you are upgrading your existing LiveCycle ES4 repository, specify the path to the existing LiveCycle repository. Else, specify a path different from the existing LiveCycle repository.

    Note: If you specify the path to the existing LiveCycle CRX repository while deselecting the option to upgrade, the LiveCycle repository might corrupt.

  3. If you are configuring a separate CRX repository, select the repository type, as appropriate. If selecting CRX3 Mongo DB, specify the Mongo database name and URL to the database.

  4. Optionally, select AEM Samples need to be installed to install AEM samples.

  5. Click Configure to create the required repository files at the specified location.

It configures the repository to bundle within the Core EAR file for AEM forms on JEE.

Click Next to continue.

A backup (adobe-jboss-core-ear.orig) for the original Core EAR file is taken in the [aem-forms root]\deploy folder. You can restore the EAR file in case you want to run the set up again without the CRX repository.
Note: Once the packages are configured, you cannot remove them by re-running the Configuration Manager. For clean uninstallation of deployed packages, you need to uninstall and delete the packages using Package Manager.

4.4.12 Configuring turnkey JBoss SSL

On the Configure Turnkey JBoss SSL screen, add the information to configure the SSL certificate and click Configure JBoss SSL , when complete click Next .

You can skip this step by selecting the Skip Configuration and configure it later using Configuration Manager.

  • Certificate Alias: The alternate unique name that is used to reference the certificate.

  • Keystore filename: The name of the keystore that is assigned to store the keys and the certificate.

4.4.13 Install verification samples

( Forms, Assembler, and Output, only ) On the Adobe Experience Manager forms Installation Verification Sample (IVS) EAR files screen, you can install three service-specific sample applications. Select Include IVS EARs in deployment set and click Next to install these sample files.

adobe-output-ivs-jboss.ear, adobe-assembler-ivs.ear, and adobe-forms-ivs-jboss.ear appear only if you have selected respective modules on the Modules screen.

Note: Do not deploy the IVS EAR files to a production environment.

4.4.14 Deploying AEM forms EARs

On the Deploy AEM forms EAR files screen, select the EAR files you want to deploy to JBoss, click Deploy and when complete, click Next .
Note: During EAR files Deployment to AEM forms on JEE, certain errors may be displayed regarding EARs being unable to locate the correct table. You may ignore these errors.

4.4.15 AEM forms Database Initialization

On the Adobe Experience Manager forms Database Initialization screen, verify the host and port information, and then click Initialize . The database initialization task creates tables in the database, adds default data to the tables, and creates basic roles in the database. When the initialization completes successfully, and then click Next .
Do not skip this step. Database initialization does not harm legacy data.

4.4.16 Server Information

On the Adobe Experience Manager forms Information screen, type the administrator user ID and password from your LiveCycle ES4 installation, and click Verify Server Connection . When the validation is complete, click Next .
Note: If the server verification fails, restart the server, but only after error.log becomes stable and http://<server>:<port>/lc is accessible. If the verification fails yet again, restart the server again.

The server information that appears on this screen represents default values for the deployment. Verifying the server connection helps narrow troubleshooting in case failures occur in the deployment or validation. If the connection test passes but deployment or validation fails in the next few steps, connectivity issues can be eliminated from the troubleshooting process.

4.4.17 JNDI Information

On the JNDI port for Adobe Experience Manager forms Information screen, specify the JNDI server host name and port number and click Verify Connection. When verified, click Next.

4.4.18 Performing Critical Tasks before Component Deployment

On the Perform critical tasks before component deployment screen, click Start to perform the tasks required before components are deployed. When complete, click Next.

4.4.19 Session ID Migration Errors

View and fix the errors that were encountered while migrating session IDs from your instance of LiveCycle ES4, and then click Next. It is important to fix these errors else you may encounter some failed workflow invocations post-upgrade.

4.4.20 Central Migration Bridge Service Deployment Configuration

On Central Migration Bridge Service Deployment Configuration screen, select Include Central Migration bridge service in deployment if you are licensed to configure AEM forms on JEE with Central Pro or Web Output Pak, and click Next.

4.4.21 AEM forms Components Deployment

  1. On the Adobe Experience Manager forms Component Deployment screen, click Deploy . The components deployed at this time are Java archive files that plug into the service container for AEM forms on JEE for the purposes of deploying, orchestrating, and executing services. When the deployment has completed successfully, click Next .

  2. On the Adobe Experience Manager forms Component Deployment Validation screen, click Validate . Configuration Manager validates that the Java archive files are deployed to and running on the J2EE server for AEM forms. When the validation is completed successfully, click Next .

4.4.22 Migrating data essential to AEM forms

On the Migrate Data Essential to Adobe Experience Manager Operation screen, click Start to migrate the data from your LiveCycle ES4 environment. When complete, click Next .

This step involves copying forms, form data, processes, preferences, file type settings, job options, security settings, watched folders, and email job sources (depending on the product you are upgrading), custom fonts, and documents in the GDS directory.

4.4.23 Configuring AEM forms Components

On the Configure Adobe Experience Manager forms Components screen, select the AEM forms on JEE modules to configure, and then click Next. The screens that appear next depend on your selections on this screen.
Note: If you are upgrading any Connectors for ECM module, do not select them on this screen. Only include them if you are licensing them for the first time in AEM forms on JEE and proceed with the following steps as appropriate.

4.4.23.1 Configure Connector for EMC Documentum

On the Specify Client for EMC Documentum screen, do one of the following tasks:

  • Deselect the Configure Connector for EMC Documentum Content Server option to manually configure EMC Documentum later, and then click Next .

  • Leave the Configure Connector for EMC Documentum Content Server option selected, enter the appropriate version and directory path for EMC Documentum client, and click Verify . When complete, click Next and complete the tasks on the following screens:

    • On the Specify EMC Documentum Content Server Settings screen, specify the required values and click Next.

    • On the Configure Connector for EMC Documentum screen, click Configure Documentum Connector . When complete, click Next.

4.4.23.2 Configure Connector for IBM Content Manager

On the Specify Client for IBM Content Manager screen, do one of the following tasks:

  • Deselect the Configure Connector for IBM Content Manager option to manually configure IBM Content Manager later, and then click Next.

  • Leave the Configure Connector for IBM Content Manager option selected, enter the appropriate directory path for IBM Content Manager client, and click Verify. When complete, click Next and complete the tasks on the following screens:

    • On the Specify IBM Content Manager Server Settings screen, specify the required values and click Next.

    • On the Configure Connector for IBM Content Manager screen, click Configure IBM Content Manager Connector. When complete, click Next.

4.4.23.3 Configure Connector for IBM FileNet

On the Specify Client for IBM FileNet screen, do one of the following tasks:

  • Deselect the Configure Connector for IBM FileNet Content Manager option to manually configure IBM FileNet later, and then click Next.

  • Leave the Configure Connector for IBM FileNet Content Manager option selected, enter the appropriate version and directory path for IBM Filenet client, and click Verify . When complete, click Next and complete the following screens:

    • On the Specify IBM FileNet Content Server Settings screen, specify the required values and then click Next.

    • On the Configure Connector for IBM FileNet Process Engine screen, specify the appropriate version (if enabled) and directory path, and then click Verify. When complete, click Next .

    • On the Specify IBM FileNet Process Engine Server Settings screen, specify the required values and click Next.

    • On the Configure Connector for IBM FileNet screen, click Configure FileNet Connector. When complete, click Next.

4.4.23.4 Configure Connector for Microsoft SharePoint

On the Configure Adobe Experience Manager forms Connector for Microsoft SharePoint screen, do one of the following tasks:

  • Deselect the Configure AEM forms Connector for Microsoft SharePoint option to manually configure Microsoft Sharepoint later, and then click Next.

  • Leave the Configure AEM forms Connector for Microsoft SharePoint option selected. Specify the required values, and click Configure SharePoint Connector. When complete, click Next .

4.4.23.5 Verifying Configuration for ECM Connectors

On the Verify Configurations screen, do one of the following tasks:
  • If you are configuring the connectors for the first time or have modified any of the configurations on the previous screens, leave the Restart Application Server option selected and click Validate Configuration s . When successfully validated, click Next .
    Note: The validation of IBM FIleNet may fail if there are special characters, such as hyphen (-), underscore (_), comma (,), or dot (.) in the directory name containing the IBM FileNet client.

  • If you wish to configure connectors later, deselect the Restart Application Server option and click Validate Configurations . When successfully validated, click Next .

4.4.23.6 Manually Configuring Connectors

Note: This screen appears only when you select to configure ECM Connectors on the Configure Adobe Experience Manager forms Component screen but then skip configuring the ECM Connectors on the conenctor screens.

Configuring AEM forms Connectors

  1. Create a file called adobe-component-ext.properties and place it in the application server's working directory.

  2. Add an attribute that associates the ECM Java libraries with the ECM component. The format of the attribute is: com.adobe.livecycle.Connectorfor[ECM].ext=[Comma delimited list of Jar Files, Resource files and/or Directories]

  3. Start the application server.

  4. When you finish running Configuration Manager and AEM forms on JEE is deployed and running, specify the location of the EMC Documentum Content Server, IBM Content Manager DataStore, IBM FileNet Content Engine IP/Port and user credentials for connectors in the administration console.

4.4.23.7 Configuring PDF Generator

  1. In the Admin user credentials for native PDF conversions screen, specify the user name and password of a user with administrative privileges on the server machine. Click Add user.

    Add at least one administrative user for Windows 2008 Server and Click Next .

    Note: On Windows 2008 Server, disable User Account Control (UAC) for the users you add. To disable UAC, click Control Panel > User Accounts > Turn User Account Control on or off and deselect Use User Account Control (UAC) to help protect your computer . Click OK . Your changes become effective when the system is restarted.
    Important: Ensure that you disable UAC for the users you add. See 3.4.2 Disable the Windows UAC on Vista and Windows Server 2008 R2 or 3.4.3 Disable the Windows UAC on Windows 7 and Windows Server 2008 R2 , as applicable.

  2. In the Document Services PDF Generator System Readiness Test screen, click Start to validate if the system has been configured correctly for PDF Generator. Review the System Readiness Tool Report and click Next .

4.4.23.8 Configuring Reader Extensions Credential

On the Reader Extensions Credential Configuration screen, specify the details that are associated with the Reader Extensions credential that activates the module services.
Note: You can skip this step at this time by selecting Configure later using AEM forms Administration Console . You can configure the Reader Extensions credential by using administration console after you complete the deployment. (After logging in to administration console, click Home > Settings > Trust Store Management > Local Credentials .)

Click Configure and then click Next .

4.4.24 Restarting Server

Restart the JBoss application server. This is necessary as some configurations are applied only after the server is restarted. Click Next .
Note: Before restarting the application server, ensure that CRX is completely installed and running. Otherwise, the repository may corrupt. To verify that CRX is up and running, ensure that the following checks are passed:

  • Go to http://<server>:<port>/lc and ensure that you can log in using the configured username and password. The default username/password are administrator/password.

  • Go to http://<server>:<port>/system/console and ensure that all the bundles are in active or fragment state.

4.4.25 Task summary

Review the Configuration Manager task summary list and select Next Steps to launch an html page containing information about user and administrative interfaces for AEM forms on JEE. Click Finish .

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