Create and Manage Correspondences using AEM 6.x

Duration:2 Days

Overview

Learn how to properly create data dictionaries, layouts, and document fragments and put them together as a correspondence letter. No programming involved.

Course Description

Correspondence Management is an AEM forms and Adobe LiveCycle component that streamlines and simplifies correspondence creation and distribution workflows, within and outside an organization. The Correspondence Management workshop provides a solid foundation for those seeking to understand and implement the core principles of Correspondence Management for managing business critical customer correspondences. It guides you through the recommended workflow and best practices for implementing Correspondence Management.

Objectives

After completing this course, the participant will be able to:

Deploy and manage templates and content in an intuitive interface designed for business users
Quickly assemble correspondence from both pre-approved and custom-authored content

Prerequisites

The participant should have basic understanding of LiveCycle server technologies and tools, such as LiveCycle Designer and Workbench.

Audience

This course is designed for those who need to implement correspondence management to their forms using AEM.

Training Methods

Classroom Training
On-site at client’s facility anywhere
Virtual/Online Training

Course Outline Download as PDF

Session 1: Introduction to Correspondence Management

Introduction
Benefits

Session 2: Data dictionary

Introduction
Create a data dictionary
Working with test data
Samples
Common Attributes associated with a DDE
Data type mapping between XSD and data dictionary
Export a sample data file from a data dictionary
Internationalization of meta data
Data Dictionary validations
Mapping Data Dictionary Elements to XML schema
Mapping Simple (Primitive) Elements

Session 3: Document fragments

Text
List
Conditions
Layout Fragments
Creating tables using layout fragments

Session 4: Expression builder

Creating expressions and remote functions with expression builder

Session 5: Layout design

Creating a layout for letters
Using schema
Creating relatable fields
Deciding when to use subforms and text fields
Setting up repetitive elements
Specify the server render format

Session 6: Create a correspondence

Create correspondence in the Create Correspondence user interface
Saving drafts and submitting letter instances
Rendition modes of letter preview: Mobile forms preview and PDF preview

Session 7: Create a letter

Correspondence Management workflow
Deconstructing a letter
Analyze a letter before you construct it
Benefits of performing the analysis
Correspondence complexity
Overview of Creating a Letter
Create a letter template
Types of linkage available for each of the fields

Session 8: Manage agent signature images

Overview
Adding agent signature image

Session 9: Correspondence management configuration properties

Hands-on exercises

Session 10: Post processing of letters

Post Processing
Forms workflow
AEM workflow
Letter Instances Retrieval
Associating a post process with a letter
Reload a draft letter instance

Session 11: Migrate Correspondence Management assets to AEM forms

Approaches to migration
Prerequisites
Installing the Migration utility
Using the Migration utility
Changes in Correspondence Management due to migration

Session 12: Customize text editor

Overview
Customize fonts by editing the tbxeditor- config.xml file in CRX
Add custom fonts to the client computer
Access font customizations

Session 13: Customize create correspondence UI logo

Overview
Creating the required folder structure
Upload the new logo to CRX
Create the CSS to integrate the logo with the UI
Refresh the Create Correspondence UI to see the custom logo

Session 14: Add custom action/button in Create Correspondence UI

Overview
Scenario: Create the button in the Create Correspondence User Interface to send a letter for review
Send letter for review

Session 15: Add custom properties to Correspondence Management assets

Scenario: Adding a common property to all the asset types
Scenario: Common tab for all asset types
Scenario: Adding custom properties for specific asset types

Session 16: Add custom action in the asset listing view

Overview
Scenario: Add a command to the Letters list user interface to download flat PDF version of a letter
Download flat PDF of a letter using the custom functionality