Automated Forms Conversion Service

Transcript

Hi. In this video, we will - take a look at using Automated Forms Conversion - service with AEM forms. Before you can start using the Automated Forms - Conversion service, we need to go through certain steps so that Automated Forms Conversion - service is available within AEM forms. The first thing you need to - do is to get Developer Access to an email ID, and this Developer Access is typically provided - by your administrator. So once you have the - developer access, you will get an email notification, which - looks something like this that you see on the screen. So the next thing when - you do it, is to click on the Get Started, which takes - you to the Adobe Console I/O, But before we do that, - make sure you have created an Adobe ID, You have an - Adobe ID with this particular email address, and then you - can log in to console.adobe.io. So let’s click on this - Get Started button here, to log in to Adobe Console.

Close all my windows here. And here is my email address - that has been granted Developer Access, so here - select the Personal Account and enter the password for - your Adobe ID, associated with this particular email address, - and then click on Continue.

So this takes you to the - console.adobe.io dashboard, and once you’re logged in, - depending on the profiles or the permissions that - you have, you may have a lot of options in this drop down list. So make sure you select AFC-ACS option from this drop down list and make sure the Role is set to Developer. The next thing you need to - do is to, you can create a new project by clicking on this. In my case, I already have a - project, and to that project, I’m going to add an API - which allows us to use Automated Forms Conversion service. So you can either create a new project or you can use an existing - project, so in my case, I’m going to use this - existing project here, click on this. And here, then you click on Add API.

Then we need to filter the solutions by the Experience Cloud bucket, because Automated Forms - Conversion is part of the Adobe Experience cloud, - and here you will see Automated Forms Conversion - options, select that and click on Next.

Then here, you need to - create a new Service Account JWT credential, and for that, - we need to either create a key pair, or you need to - upload your public key. So we are going to go - with the second option to upload your public key. To do that, but before we - do that, we need to create our public key and to create a public key, we log in to the Local - instance of my AEM forms installation, which is - running on my localhost 4502. So I then go on the Tools - menu, and from there, I click on the Security - option here and click on Adobe IMS Configurations.

So here, click on Create and select the appropriate Cloud Solution, which is Automated Forms Conversion, and create a new certificate and give a meaningful name to that. So in my case, I’m going - to call it AFC Demo. AFC Demo Video and click - on Create Certificate.

Accept, okay.

So, everything goes well, you - should see a success message and you should be able to - download the public key here. So from here, you’ll - download the public key. Click on Download. So the public key is - downloaded, then we go back to our console.adobe.io dashboard here. We need to upload our public key here.

So click on that option - and you can drag and drop the public key that we - downloaded in the previous step. So this is our public key and - I can drop it into this one.

So once your public key - was successfully uploaded, click on Next here.

So you’ll see a create new - service account credential with this particular public - key, then click on Next here. Select the appropriate - product profile, so these will be different based - on your configuration. So in my case, I’m going - to select both of these two and then click on save configured API.

So now that we have created - an API Configuration successfully, the next step - is to use the public key and the private keys from - this API Configuration and use it in our AEM Forms - Configuration service. So now that we have added API - to our AFCS Demo Video project in Adobe Console I/O, the - next thing we need to do is to go back to our AEM - Forms local installation, and go back to the Adobe IMS Technical Account Configuration. So we had created a public key and downloaded that public key. We are in this screen, so click Next here. Here, we can give a - meaningful title, Gerish AFC.

Give the name of the Authorization Server, this is always going to be the same, this Authorization Server name, - and here we need to provide the API key and the Client - secret and the Payloads. So these three can be got from our project in the Adobe console I/O, - so go back to your project, click on the Service - Account, and these are the Client ID, Client - secret, and then we have the Generate JWT option here. So copy the Client ID here - and go back to your AEM, and put it in the API Key here.

And then go back to your Console - I/O, get the client secret, copy the Client secret and paste it in the Client secret field here.

Then for the Payload portion, open your Generate JWT option here, copy the JWT Payload - here, copy this option and go back to your AEM - Instance and paste it here. Then click on Create. So if everything goes well, your configuration would be created and you can also check the - status of this configuration by clicking on this Check Health option. So if everything goes well, you should see a successful message here - that your Generate AFC token has been retrieved successfully, - and you’re now ready to create a Cloud Services configuration using this particular - Adobe IMS Configuration and start using Automated - Forms Conversion in AEM forms.

Now that our Adobe IMS Configuration has been successfully - configured, the next thing we need to do is to create a - Cloud Services Configuration, to integrate AEM Forms with Automated Forms Conversion Service. So to do that, I have logged - into my AEM Forms instance here and going to the Tools option, - and select Cloud Services. and from here, make sure - you drill down into the Automated Forms Conversion - Configuration option and select the Configuration Containers. So in my case, I’m going to select the Global Configuration Container. That means the Cloud Services - Configuration will be residing in the Global folder. Click on Create. Give a meaningful title - here, so in my case, I’m going to call it, Geresh AFC. Select a service URL here, so make sure your service URL is this. It’ll always going to be the same. So this is the same service - URL that you should have in your Cloud Services Configuration. Accept the default values for - the rest of this options here and click on Next. Here, you can select the option - Generate Document of Record, which will automatically merge - the data with the template and generate a Document of Record. You can click on Enable - Analytics, if your AEM instance is configured with the analytics. In my case, I have not - configured my local AEM instance to integrate with analytics, - hence I’m going to leave this unchecked and then click on Create.

So now that our Cloud Services - Configuration is created, the next thing that we need - to do is to start using this Cloud Services Configuration to convert PDF documents - into Adaptive Forms. -