Forms and Sign Configuration

Forms and Sign Configuration

SmartDoc Technologies Courseware: www.aemforms.training

Last Updated: 8-2-2021

© 2019 SmartDoc Technologies

AEM Forms and Adobe Sign - 2 © 2019 SmartDoc Technologies

Forms and Sign Configuration Before you Begin ___________________________________________________________________ 3

Course Overview ..................................................................................................................................................................................................... 3

Introduction _______________________________________________________________________ 4

Adobe AEM Forms ................................................................................................................................................................................................. 4

Adobe Experience Manager .................................................................................................................................................................. 4

Adobe Sign ................................................................................................................................................................................................................... 5

Configuration ______________________________________________________________________ 6

HTTPS on AEM ......................................................................................................................................................................................................... 6

Adobe Sign Configuration ................................................................................................................................................................................. 6

Demo and Video(s) ................................................................................................................................................................................................ 7

Configure HTTPs on AEM ......................................................................................................................................................................... 7

Install the certificate for Internet Explorer .................................................................................................................................. 11

Windows Installation ....................................................................................................................................................................... 11

Macintosh Installation .....................................................................................................................................................................12

Configure AEM with Adobe Sign ...................................................................................................................................................... 13

Use HTTPS to access the AEM instance ...................................................................................................................................... 14

Create an Adobe Sign Cloud Configuration .............................................................................................................................. 15

Web Console Configurations .............................................................................................................................................................. 20

Publish Instance ............................................................................................................................................................................................21

Trouble-Shooting __________________________________________________________________ 23

Signature Step: Browser Caching Issues ............................................................................................................................................... 23

Clear the cache in Chrome ................................................................................................................................................................... 23

Signature Step: not able to process request ..................................................................................................................................... 24

Too Many Adobe Sign workflows ............................................................................................................................................................. 25

Scopes not enabled for this application ................................................................................................................................................ 25

XDPs use legacy E-Sign component ............................................................................................................................................. 26

Failed to obtain configuration for Adobe Sign ................................................................................................................................. 27

About this Courseware ______________________________________________________________ 28

© 2019 SmartDoc Technologies AEM Forms and Adobe Sign - 3

Before you Begin

This course, and all of our SmartDoc courseware, is now being taught by many trainers in many locations. Therefore, we are providing this section and this information to help you get started.

Course Overview

Prerequisites: Introduction to Adaptive Forms

Approximate Instructor-Led Classroom Duration: 1 day

Combine the power of AEM’s adaptive and responsive forms with the security of Adobe Sign’s electronic signatures to transform your business. You will learn how to configure and integrate your systems and create forms and signature workflows. This course covers the Adobe Sign block component, the Signature Step component, and sequential and parallel signature workflows.

www.aemforms.training

The support site (www.aemforms.training) is designed to support our students during and after a training session. Here is what you will find on the support site.

− The Known Issues section documents bugs and issues with various versions of AEM Forms.

− The Sandbox section lists AEM Forms Servers you can use for the hands-on exercises.

− The Forum section enables you to post, review, and answer questions about AEM Forms.

Limited Courseware License

This Student Training Manual and related COURSEWARE is property of SmartDoc Technologies LLC (SMARTDOC). SMARTDOC retains all right, title and interest (including, without limitation, all patent, copyright, trademark, trade secret and other intellectual property rights) in and to the COURSEWARE, (excluding any ADOBE Materials as incorporated herein). SMARTDOC grants a limited and non-exclusive license to a STUDENT to use the COURSEWARE under one of the following conditions.

− STUDENT has a valid and active license to the SmartDoc Training Cloud. Once a STUDENT’S license to the SmartDoc Training Cloud has elapsed, STUDENT is no longer licensed to use this COURSEWARE.

− STUDENT is registered in a training class taught by SmartDoc Technologies.

− STUDENT has received a trial of the SmartDoc Training Cloud. Once the trial has elapsed, STUDENT is no longer licensed to use this COURSEWARE.

Students can use the COURSEWARE for their own study but cannot use these materials to teach training courses. Any use of the COURSEWARE by STUDENT for any purposes beyond self-study must be agreed to by SMARTDOC in writing prior to the usage and will require a $400 per day group license fee for each course. Each personalized login to the SmartDoc Training Cloud and each limited COURSEWARE LICENSE must only be used by the STUDENT and is not transferrable. All rights not granted by SMARTDOC are reserved. STUDENT acknowledges that they have obtained only a limited license right to use the COURSEWARE.


Introduction

This course provides an introduction to using AEM Forms with Adobe Sign.

Adobe AEM Forms

AEM Forms is part of the Adobe Experience Manager solution and the Adobe Marketing Cloud. The Adobe Marketing Cloud enables you to manage, personalize, optimize, and orchestrate cross-channel campaigns across B2B and B2C use cases. The Adobe Marketing Cloud provides everything you need to organize, access, and personalize your marketing content. It gives you deep insights into what’s working with your customers and the ability to consistently deliver the best experiences to every customer across every channel.

Adobe Experience Manager All Adobe Experience Manager modules share a similar user-interface and access the same services because they all run on the same platform. This platform is called Granite and it provides a common set of services for the different AEM modules.


The following points are some key benefits of Adobe Experience Manager forms.

− Responsive forms are the start. We understand that the start of the journey matters. So our mobile-responsive forms make enrollment easy on any digital channel.

− Perfect your customer communications. We think every communication can be personal. So use powerful data integrations to automatically personalize your forms and communications.

− The sky’s the limit with scalable authoring. Enrollment should be easy from start to finish. With fragment-based authoring, reuse content to quickly build multiple forms or communications.

− Automate onboarding with digital workflows. We’re way beyond paper. Automate manual processes to quickly create, publish, and manage hundreds of forms for millions of customers.

Adobe Sign

Adobe Sign is part of the Adobe Document Cloud. The Adobe Document Cloud is a suite of software and services that enable organizations to digitize and automate any type of paper-based document workflow.

With Adobe Sign, you can do all of the following.

− Prepare and send a document to be e-signed in just a few quick clicks

− Sign and return the document on any device in minutes

− Track each step from beginning to end


Configuration

This section shows how to integrate an AEM Server with Adobe Sign. The integration is done through an AEM Cloud configuration. Once the cloud configuration is created, you can access it from adaptive forms and from workflows as shown here.

HTTPS on AEM

You must configure HTTPS on your AEM Server and login as an Administrator with HTTPS.

Adobe Sign Configuration

You must have an Adobe Sign developer account to create an Adobe Sign cloud configuration on AEM.


Demo and Video(s)

Note: The instructor will demonstrate how to configure the server. Videos of these demos are also available on www.aemforms.training.

Note: These instructions are NOT for a SmartDoc Sandbox Server. You need Administration permissions which you do not have on a SmartDoc Sandbox server.

Configure HTTPs on AEM

Skip this Section on the Sandbox The Sandbox Servers are already configured with HTTPs and Adobe Sign.

Note: The certificate and private key in the Student folders are configured for localhost.

1. Open AEM.

2. Select Inbox – View All.

3. Select Configure HTTPS and click Open. This will open the SSL Wizard. You can also access the SSL Wizard by selecting Tools – Security – SSL Configuration.


4. Enter password for all of the following.

5. Click Next.

6. Click Select the Private Key File.

7. Select the Private Key localhostprivate.der in your Student Files.

8. Click Open.

9. Click Select Certificate File.

10. Select the certificate localhost.crt in your Student Files.

11. Click Open. Note: These certificates are for the domain name localhost. You should create or purchase a certificate for your specific domain name.


12. Click Next.

Note: The certificate and private key in the Student folders are configured for localhost.

13. Enter localhost as your server name or your server’s domain name.

14. Enter 8444 because it’s possible that the JEE version will already be using port 8443.

15. Click Done.

16. Click Go to HTTPS URL.

If you are using Chrome, you may see this message. This occurs when you are using a self-signed certificate and private key. Your Google Chrome browser does not have a trusted certificate for this server.


17. Click Advanced.

18. Click Proceed to <server name> (unsafe).

You can also see the updated properties in Web Console Configuration. Follow these steps.

19. Login to Web Console Configuration.

http://localhost:4502/system/console/configMgr

20. Search for Granite SSL.

21. Click Edit the configuration values (the pencil icon) on the Adobe Granite SSL Connector Factory.

22. You will see these properties and values.


Install the certificate for Internet Explorer Internet Explorer facilitates installing self-signed certificates in the Trusted Root Certificate Store. You can install one of our sample student certificates on your local machine and access one of our Sandbox servers with Internet Explorer. Follow these steps on your local machine.

Note: We now have multiple SmartDoc Sandbox Servers. Your instructor will show your which one to use.

Windows Installation Follow these steps on a Windows computer.

23. Locate the certificate file (www.aemforms.info.cer) in your Student Files.

24. Right-click on www.aemforms.info.cer and select Install Certificate.

25. Click Next.

26. Select Place all certificates in the following store.

27. Click Browse.

28. Select Trusted Root Certificate Authorities.


29. Click OK.

30. Click Next.

31. Click Finish. You will receive this message.

32. Click OK.

You can now access the AEM Server over SSL with Internet Explorer.

https://www.aemforms.info:8444/aem/start.html

Macintosh Installation Follow these steps on a Macintosh computer.

1. Locate the certificate file (www.aemforms.info.cer) in your Student Files.

2. Open Keychain Access on your Mac.

3. Select System on the left.

4. Select File – Import Items and locate the www.aemforms.info.cer certificate.

5. Select the www.aemforms.info.cer certificate file and click Open.


You will see the certificate in Keychain Access.

6. Open Safari.

7. Enter this URL to test your connectivity with the server.


8. Click Show Details and select view the certificate.

9. Review the details of the certificate.

10. Click OK.

11. Select visit this website and click Visit Website.

12. You should see the AEM Forms login. This confirms that your Mac has SSL connectivity to the server.

Configure AEM with Adobe Sign

Skip this Section on the Sandbox The Sandbox Servers are already configured with HTTPs and Adobe Sign.

If you don’t know your server’s https settings, follow these steps.

13. Login to the Web Console.

http://<servername>:<port>/system/console/configMgr

14. Search for the Granite Ssl Connector Factory.

You will see your server’s https details.


Follow these steps to configure AEM with your Adobe Sign account.

Use HTTPS to access the AEM instance Skip this section if you are using one of the SmartDoc Sandbox servers.

15. Login to AEM with HTTPS. The URL will be something like this.



Create an Adobe Sign Cloud Configuration

Skip this Section on the Sandbox All Sandbox users already have a Cloud Configuration Container:

Adobe Experience Manager – Tools – Templates – <Team Folder>

1. Navigate to Tools – Cloud Services – Adobe Sign.

2. Select the global configuration container. Note: You can also use your own configuration container.

3. Click Create.

4. Enter <yourname>AdobeSignConfiguration as the Title. The Name will be created automatically.

5. Click Next.

6. Copy your browser’s URL to NotePad. It will look something like this.

https://www.aemforms.info:8444/libs/adobesign/cloudservices/adobesign/createcloudconfigwizard/cloudservices.html/conf/global

7. Open a new browser tab and sign in to your Adobe Sign Account.

https://secure.na1.echosign.com/public/login


8. Select the Account tab.

9. Expand the Adobe Sign API on the left.

10. Select API Information.

11. You will see this information.

Developers can integrate with Adobe Sign using Adobe Sign REST API. Please read the API overview for more details.

In order to call the Adobe Sign APIs, you must first create an application.

You can manage applications in your account here

12. Click the here link.

13. Click Create (the plus sign).


14. Enter <yourname>AdobeSignConfiguration for the Name property.

15. Enter <yourname>AdobeSignConfiguration for the Display Name property.

Note: Make sure you use this name in both AEM and Adobe Sign.

16. Select Customer.

17. Click Save.

18. Select your credential.

19. Click Configure OAuth for Application.

20. Paste the URL from NotePad into the Redirect URI property.

https://www.aemforms.info:8444/libs/adobesign/cloudservices/adobesign/createcloudconfigwizard/cloudservices.html/conf/global

21. Select all the boxes in the Enabled Scopes section.


Note: Adobe lists the following scopes in their documentation: agreement_read, agreement_write, agreement_send, widget_write, workflow_read. However, I have found this scope to be too limiting and am doing further testing on this issue.

22. Scroll to the top of the panel.

23. Copy the Client ID (a.k.a Application ID) to Notepad.

24. Copy the Client Secret to Notepad.

25. Click Save at the bottom of the panel.

26. Go back to AEM in the other tab.

27. Enter your Client ID (a.k.a Application ID).

28. Enter your Client Secret.

29. Select Enable Adobe Sign for attachments also.

30. Click Connect to Adobe Sign.

31. Click Allow Access.


32. If you are successful, you will see this message: Adobe Sign is successfully configured.

33. Click Create.

You have completed your Adobe Sign Cloud Configuration.


Web Console Configurations Skip this section if you are using one of the SmartDoc Sandbox servers.

34. Login to the Web Console.

https://<servername>:8444/system/console/configMgr

35. Search for Forms Common Configuration Service.

36. Click the pencil icon (Edit the configuration values).

37. Select All users… can preview attachments and use ‘Verify Step’ in forms.

38. Click Save.

Note: By default, the Adobe Sign Scheduler service will poll the Adobe Sign Server every 24 hours to check on the status of pending agreements. You can change the default interval by changing the cron expression.

https://<servername>:8444/system/console/configMgr

39. Search for Adobe Sign Configuration Service.

40. Click the pencil icon (Edit the configuration values).

41. Enter a cron expression in the Status Update Scheduler Expression field.

42. Click Save.


Publish Instance Follow these same steps on the Publish instance.

43. Start by opening the Web Console on the Publish server to check the https status.

http://<servername>:<port>/system/console/configMgr

44. Search for the Granite Ssl Connector Factory.

You will see your Publish server’s https details.

If your Publish server is already configured with SSL, you can create an Adobe Sign Cloud configuration on the Publish Server just like you did on the Author server. Follow these steps.

45. Open this URL.

http:// <servername>:<port>/libs/granite/configurations/content/view.html/conf

46. You will see the global folder of the Configuration Browser for your Publish server.

47. Repeat the steps you did on the Author server to properly configure the Publish server.


Note: A more efficient method is to create OSGi configuration nodes on your Author instance and replicate them to your Publish server. This is covered in the AEM Forms Administration course.


Trouble-Shooting

This section contains trouble-shooting information.

Signature Step: Browser Caching Issues

You may get one of these messages from the Signature Step at runtime.

Unable to authorize access because the client configuration is invalid: invalid_request

Please login as an authorized signer in order to view and sign this document

Check to see if this occurs in another browser like Firefox, Internet Explorer, or Chrome Incognito. If this does not occur in another browser, check to see if you are already logged into Adobe Sign with this browser. You might have selected the Remember Me when signing in to Adobe Sign with this browser.

If so, clear the cache in your browser.

Clear the cache in Chrome Follow these steps to clear passwords and other browsing history in Chrome.


1. Open a fresh Chrome browser session.

2. Press Ctrl+Shift+Delete.

3. Select these options.

4. Click Clear data.

5. Retest the form in this browser’s session.

Signature Step: not able to process request

You may get this message at runtime from the Signature Step.

Sorry, we were not able to process your request. Please try again later. If this error persists, please contact support. Error Code: 191205094104039.app-a7


As of 12/11/2019, this issue remains unsolved. I was able to replicate it in AEM 6.4 and AEM 6.5 but only at certain times. We are continuing to work with Adobe on this.

Sorry, we were not able to process your request. Please try again later. If this error persists, please contact support. Error Code: 191205094104039.app-a7

Too Many Adobe Sign workflows

The out-of-the-box AEM Forms Sign Document step has an issue. It should invoke 1 Adobe Sign workflow but it actually invokes 11 Adobe Sign workflows. It only generates 1 AEM Forms workflow instance but this 1 instance ends in an Exception in Adobe Sign Service error.

This error can be prevented by assigning a String Variable to the Signed Document status in the Sign Document workflow step. When the variable is not assigned, the result is the undesired 11 Adobe Sign workflow instances and the exception. In AEM Forms 6.5 and below, this value is not required so it’s possible for a workflow author to miss it. Hopefully, this field will be mandatory in future versions of AEM Forms.

Scopes not enabled for this application

You may get this message:


Follow these steps.

1. Go back to Adobe Sign and select your configuration.

2. Click Configure OAuth for Application.

3. Select all the boxes in the Enable Scopes section.

XDPs use legacy E-Sign component If your Form Model is an XDP file, you need to use the legacy E-Sign component.

1. Select Content.

2. Select the Signature Step component on the Signature Step panel.

3. Click Edit.


4. Select Use legacy E-Sign component.

Failed to obtain configuration for Adobe Sign

This message appears on the Signature Step.

Check the Electronic Signature properties in the Form Container. It’s possible that the values you entered were not saved.


About this Courseware

SmartDoc Technologies has supplied the official Adobe-Certified AEM Forms Training courseware to Adobe and Adobe’s clients since 2016. All of the AEM Forms courses listed on Adobe’s website, were created, and are supported by SmartDoc Technologies.

https://learning.adobe.com/

You can always find a current listing of our Adobe AEM Forms training courses on our website.

www.smartdoctech.com

Documents

Forms and Sign Configuration