Content Services (Deprecated)

Note: Adobe is migrating Adobe® LiveCycle® Content Services ES customers to the Content Repository built on the modern, modular CRX architecture, acquired during the Adobe acquisition of Day Software. The Content Repository is provided with LiveCycle Foundation and is available as of the LiveCycle ES3 release. For information about CRX content repository, see CRX Content Repository.

Adobe LiveCycle Content Services (deprecated) is a module that offers content management services that let users design, manage, monitor, and optimize human-centric processes.

Content Services (deprecated) provides the following services to address organizational needs:

  • Library services for checking in and out documents, versioning, auditing, and document cross-linking.

  • Search services for advanced distributed searches; combined metadata content, location, object type, and multi-category search of content categorization.

  • Automatic metadata extraction and categorization.

  • Transformation services for transforming content from one format to another (for example, from Word to PDF).

  • Records management for retention and archival policies; file plans to automatically classify and schedule records based on preexisting plans and standardized structures, and type-based plans that automatically classify and schedule records based on existing plans.

  • Records management for automated life-cycle management; schedule, content, and metadata change activation based on simple rules.

  • Automatic document numbering: DOD5015.2 Administrator Templates to support Department of Defense records and filing requirement for metadata definitions, file plans, and functionality.

    Content Services (deprecated) provides several interfaces so that end users can interact with the repository:

  • Adobe LiveCycle Contentspace (deprecated), which provides a web interface for shared content spaces, discussion groups, and searches. You can use Contentspace to conduct reviews for many types of content by making PDF documents available to others to review. Reviewers use the commenting and markup tools to add their comments to the PDF document. They can then publish their comments in a shared space where they can view and reply to comments from other reviewers.

  • The two types of reviews you can conduct: on-demand reviews and structured reviews.

  • Office plug-in for easy access to content from within Microsoft Office. The office plug-in lets you open, save, and edit documents that are stored in Contentspace from Word, Excel, and PowerPoint. You can browse content spaces and documents, view document details, start a workflow, view tasks, and search for and check out documents. You can download the plug-in from Contentspace at Company Home > Client Plugins > Content Services Plugins location.

  • Shared folders for easily dragging and dropping content.

    To help customers develop their applications, Content Services (deprecated) includes samples that customers can use to quickly understand the component and develop an engagement application. Samples demonstrate how to access, render, and submit forms through Contentspace, the client web application. Other samples demonstrate how to protect content and invoke generic processes.

Key features

Content Services (deprecated) offers these features to address organizational needs:

  • Process automation

  • Information protection

  • Document output

Process automation

Content Services (deprecated) can leverage the LiveCycle framework for business events by invoking processes based on content events, such as adding new documents to the repository. Or, a process can wait for content events to occur, such as a completed document review. For example, an insurance company can receive thousands of claims per day. When claims are converted to PDF documents, they are routed to a central repository and stored in folders according to the ZIP codes in the claims. The workflow is then triggered to route the claims to regional processing centers. In this example, the rules store the contents, and the content metadata was used to drive the process of sorting the claims by ZIP code.

With Content Services (deprecated), users can attach files, such as reports to a form, and submit the form. After the form is submitted, both the data and the attachments are saved, and can be opened and viewed in the same form layout. For example, a loan officer just received a credit report and employment report for a client. The loan officer opens the case form, attaches the reports to the form, and writes notes to indicate that the material is complete. The loan officer then submits the form. The form and the reports are then ready for the final approver to view in the same form layout.

You can also access different types of forms or content in the same portal. For example, an insurance agent can access both forms for home insurance and forms for car insurance. Because all forms have the same attributes, such as customer name, home address, and ZIP code, the insurance agent can search for any attribute. The insurance agent can also search car insurance forms by manufacturer and model. The agent can search home insurance forms by type of residence and number of rooms.

Using Content Services (deprecated), you can also search and browse by association between processes and documents, and by process and document attributes. For example, a court clerk wants to find all outstanding processes that are related to a case file.The clerk also wants to find all documents that are related to the case and all other cases that are pending from the same plaintiff.

Process initiation

Developers can invoke processes from Contentspace and leverage Workspace for reviewing and approving content.

Form rendering

Developers can prepopulate a form by using content or metadata. For example, car insurance buyers log into their accounts, open their renewal forms, and see that the form has current records, including claim history. When buyers click the claim history, they can see claim report files for each incidence they previously submitted.

Also, developers can render forms with attachments from Content Services (deprecated). They can update the form with a new version of assets referenced during run time, and keep form template versions consistent during the life cycle of the process. For example, a loan manager opens a case from a task list and checks attachments in the form, including an employment history and credit report. The loan manager also knows that the marketing team sent a letter that morning to announce the new company logo that is effective immediately. The manager finds the form and sees the new logo. The manager also receives email from the business unit management team announcing that a new form layout is available for new application cases.

Data storage

Content Services (deprecated) stores metadata in a database and content in a file system. Using a database immediately brings in the benefits of databases, such as transaction support, scaling, and administration capabilities. Content is stored in the file system to allow for large content, random access, streaming, and options for different storage devices.

Archiving

Administrators can archive content from completed processes in Content Services (deprecated). For example, an administrator can create a final package of documents that leverage the Assembler service or store multiple documents in the repository. In another scenario, a mortgage application is approved, and the final record is archived in PDF/A format. The record is then placed in a records management system with a proper archive policy.

Information protection

Content Services (deprecated) can leverage Rights Management to automatically apply policies to content that is stored in the repository. Using Rights Management, you can protect PDF documents. The policies are applied transparently to content when the following happens:

  • Content is retrieved from the repository and saved on the local file system.

  • Content is sent by email to someone who is external to the organization.

  • Content is placed on devices such as USB keys.

Document output

Content Services (deprecated) has prebuilt actions so that developers can automatically convert documents to other formats (for example, from Word to PDF).

Additionally, developers can configure actions to start short-lived processes for the following purpose:

  • Assembling a set of documents within a shared space into a package

  • Generating PDF files from three-dimensional content

  • Converting content to PDF/A format for archiving.

How Content Services captures content

In a typical process that uses Content Services (deprecated), a developer creates a LiveCycle application so that users can fill and submit data to a repository for another person to review.

How Content Services secures content

When users open downloaded documents, they are prompted to present their credentials. The Rights Management server enforces the latest policies associated with the document and users. For example, an automobile manufacturer wants to protect all engineering specifications with suppliers even when the specifications are viewed offline. The administrator can log in to the original manufacturer system and apply permissions and rights to the specifications. Permissions and rights determine whether the supplier can create, update, delete, copy, or print the documents. The permissions and rights are applied when suppliers open the documents from inside or outside the system, or when online or offline.

Services included with Content Services

Content Services (deprecated) includes these services:

  • Document Management

  • Node Service for managing metadata

  • Search Service for performing queries

    For more information about the services included in this solution component, see.Services Reference for LiveCycle

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