Configure the Experience Manager Assets as a Cloud Service integration

You can connect your work with your content in Experience Manager Assets​:

  • Push assets and metadata from Adobe Workfront to Experience Manager Assets​
  • Link assets from Experience Manager Assets to your projects and tasks in Workfront​
  • Facilitate versioning use cases
  • Create folders linked to Experience Manager Assets
  • Track metadata for assets and folders
  • Sync project metadata between Workfront and Experience Manager Assets

Access requirements

You must have the following:

Adobe Workfront plan* Any
Adobe Workfront licenses* Plan
Product You must have Experience Manager Assets as a Cloud Service, and you must be added to the product as a user.
Access level configurations* You must be a Workfront administrator. For information on Workfront administrators, see Grant a user full administrative access.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

Before you begin,

Set up the integration information

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. Select Documents in the left panel, then select Experience Manager Integration.

  3. Select Add Experience Manager Integration.

  4. In the Name field, enter the name you want users to see when interacting with this integration in Workfront and Experience Manager Assets.

  5. In the Navigation URL field, the system automatically populates the Navigation URL. This URL is used to link to your organization’s Experience Manager instance from the Main Menu for quick access.

    TIP

    You can change the end of the populated URL to direct users into a specific folder from the Assets icon in the Main Menu.

  6. Choose a repository from the Experience Manager Assets repository drop-down menu. The system automatically populates any Experience Manager repositories associated with the Organization ID that your user profile is assigned to.
    choose experience manager repository

  7. Click Save or move on to the Set up metadata (Optional) section in this article.

    NOTE

    Due to the complexity of the integration, you can’t change the repository after you save the initial configuration.

Set up metadata (Optional)

You can map Workfront object data to asset media fields in Experience Manager Assets.

IMPORTANT

You can map metadata only in one direction: from Workfront to Experience Manager. Metadata for documents linked to Workfront from Experience manager cannot be transferred to Workfront.

Configure metadata fields

  1. Configure a metadata schema in Experience Manager Assets as explained in Configure asset metadata mapping between Adobe Workfront and Experience Manager Assets.
  2. Configure custom form fields in Workfront. Workfront has many built-in custom fields you can use. However, you can also create your own custom fields as explained in Create or edit a custom form.

Assets

Metadata maps when an asset is pushed from Workfront for the first time. Documents with the built-in or custom fields automatically map to the specified fields the first time an asset is sent to Experience Manager Assets.

  1. Select Assets above the metadata table.

  2. In the Workfront field column, choose a built-in or custom Workfront field.

    NOTE

    You can map a single Workfront field to multiple Experience Manager Assets fields. You can’t map multiple Workfront fields to a single Experience Manager Assets field.

  3. In the Experience Manager Assets field, search through the pre-populated categories or enter at least two letters in the search field to access additional categories.

  4. Repeat steps 2 and 3 as needed.
    metadata fields

  5. Click Save or move on to the Folders section in this article.

Folders

When users create a linked folder on a project, the associated project, portfolio, and program data is mapped to folder metadata fields in Experience Manager Assets.

  1. Select Folders above the metadata table.

  2. In the Workfront field column, choose a built-in or custom Workfront field.

    NOTE

    You can map a single Workfront field to multiple Experience Manager Assets fields. You can’t map multiple Workfront fields to a single Experience Manager Assets field.

  3. In the Experience Manager Assets field, search through the pre-populated categories or enter at least two letters in the search field to access additional categories.

  4. Repeat steps 2 and 3 as needed.
    folder metadata

  5. Click Save or move on to the Project metadata sync section in this article.

Project metadata sync

An Experience Manager fields that is mapped to Workfront project fields update automatically when the field is changed in Workfront.

IMPORTANT

Users must have write access in Experience Manager for assets living in the project in order for the metadata to sync when it’s updated.

  1. Enable the Sync project metadata field.
    sync project metadata toggle
  2. Click Save or move on to the Set up linked folders (Optional) section in this article.

Set up linked folders (Optional)

You can allow users to create folders linked to Experience Manager while in a Workfront project. When a folder is linked, any asset added to the folder automatically shows up in both Workfront and Experience Manger. When an asset is added to the linked folder in Workfront for the first time, the asset’s metadata is pushed to Experience Manager Assets.

In the steps below, you indicate where you want the linked folders created. Each integration can have only one location for all linked folders.

To set up linked folders:

  1. Toggle the Enable Linked folder on.

  2. Choose a folder path to indicate where you want all linked folders associated with this integration.

    NOTE

    Users need write access in Adobe Experience Manager Assets to the folder specified to create a linked folder.

  3. Click Save.

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