Set up and configure We.Gov and We.Finance reference site

Last update: July 31, 2024

CREATED FOR:

  • Admin
  • User
  • Developer

Demo package details

Installation Prerequisites

This package was created for AEM Forms 6.4 OSGI Author, has been tested, and is therefore supported on the following platform versions:

AEM VERSIONAEM FORMS PACKAGE VERSIONSTATUS
6.45.0.86Supported
6.56.0.80Supported
6.5.36.0.122Supported

This package contains cloud configuration which supports the following platform versions:

CLOUD PROVIDERSERVICE VERSIONSTATUS
Adobe Signv5 APISupported
Microsoft® Dynamics 3651710 (9.1.0.3020)Supported
Adobe Analyticsv1.4 Rest APISupported

Package Installation considerations:

  • Install the package on a clean server, free of other demo packages, or older demo package versions.
  • Install the package on an OSGI server, running in Author mode.

What does this package include

The AEM Forms We.Gov demo package (we-gov-forms.pkg.all-<version>.zip) comes as a package which includes several other subpackages and services. The package includes the following modules:

  • we-gov-forms.pkg.all-<version>.zip - Complete demo package

    • we-gov-forms.ui.apps-<version>.zip - Contains all components, client libraries, samples users, workflow models, and so on.

      • we-gov-forms.core-<version>.jar - Contains all OSGI services, custom workflow step implementation, and so on.

      • we-gov-forms.derby<version>.jar - Contains all OSGI services, database schema, and so on.

      • core.wcm.components.all-2.0.4.zip - Collection of sample WCM components

      • grid-aem.ui.apps-1.0-SNAPSHOT.zip - AEM Sites Grid layout package for Sites page column control

    • we-gov-forms.ui.content-<version>.zip - Contains all content, pages, images, forms, interactive communication assets, and so on.

    • we-gov-forms.ui.analytics-<version>.zip - Contains all We.Gov Forms Analytics data to be stored within the repository.

    • we-gov-forms.config.public-<version>.zip - Contains all default configuration nodes including placeholder cloud configurations to help avoid forms data model, and service binding issues.

The assets included in this package include:

  • AEM Site Pages with Editable Templates
  • AEM Forms Adaptive Forms
  • AEM Forms Interactive Communications (Print and Web Channel)
  • AEM Forms XDP Document of Record
  • AEM Forms MS® Dynamics Forms Data Model
  • Adobe Sign Integration
  • AEM Workflow Model
  • AEM Assets Sample Images
  • Sample (In-Memory) Apache Derby Database
  • Apache Derby Data Source (for use with Form Data Model)

Demo package installation

This section contains information on installing the demo package.

From Software Distribution

  1. Open Software Distribution. You require an Adobe ID to log in to the Software Distribution.

  2. Select Adobe Experience Manager available in the header menu.

  3. In the Filters section:

    1. Select Forms from the Solution drop-down list.
    2. Select the version and type for the package. You can also use the Search Downloads option to filter the results.

  4. Select the we-gov-forms.pkg.all-<version>.zip package name, select Accept EULA Terms, and select Download.

  5. Open Package Manager and click Upload Package to upload the package.

  6. Select the package and click Install.

    we gov forms package

  7. Allow the installation process to complete.

  8. Navigate to https://<aemserver>:<port>/content/we-gov/home.html?wcmmode=disabled to ensure that the installation was successful.

From a local ZIP file

  1. Download and locate the we-gov-forms.pkg.all-<version>.zip file.

  2. Navigate to https://<aemserver>:<port>/crx/packmgr/index.jsp.

  3. Select the “Upload Package” option.

    Upload Package Option

  4. Use the file browser to navigate to and select the downloaded ZIP file.

  5. Click “Open” to upload.

  6. Once uploaded, select the “Install” option to install the package.

    Install WeGov Forms package

  7. Allow the installation process to complete.

  8. Navigate to https://<aemserver>:<port>/content/we-gov/home.html?wcmmode=disabled to ensure that the installation was successful.

Installing new package versions

To install new package version, follow the steps defined in 4.1 and 4.2. Installing a newer package version while another older package is already installed, is possible, but it is recommended to uninstall the older package version first. To do so, follow the steps below.

  1. Navigate to https://<aemserver>:<port>/crx/packmgr/index.jsp

  2. Locate the older we-gov-forms.pkg.all-<version>.zip file.

  3. Select the “More” option.

  4. From the dropdown, select the “Uninstall” option.

    Uninstall WeGov package

  5. On confirmation, select “Uninstall” again, and allow the uninstallation process to complete.

Demo package configuration

This section contains details and instructions on the post-deployment configuration of the demo package before presentation.

Fictional user configuration

  1. Navigate to https://<aemserver>:<port>/libs/granite/security/content/groupadmin.html

  2. Login as an administrator to perform the tasks below.

  3. Scroll down to the end of the page to load all user groups.

  4. Search for “workflow”.

  5. Select the “workflow-users” group and click “Properties”.

  6. Navigate to the “Members” tab.

  7. Type in wegov in “Select User or Group” field.

  8. Select from the dropdown “We.Gov Forms Users”.

    Editing group settings for workflow users

  9. Click “Save & Close” in the menu bar.

  10. Repeat steps 2-7 by searching for “analytics”, selecting the “Analytics Administrators” group, and adding the “We.Gov Forms Users” group as a member.

  11. Repeat steps 2-7 by searching for “forms users”, selecting the “forms-power-users” group, and adding the “We.Gov Forms Users” group as a member.

  12. Repeat steps 2-7 by searching for “forms-users”, selecting the “forms-users” group, and this time adding the “We.Gov Users” group as a member.

Email server configuration

  1. Review setup documentation Configuring Email Notification

  2. Login as administrator to perform this task.

  3. Navigate to https://<aemserver>:<port>/system/console/configMgr

  4. Locate and click the Day CQ Mail Service service to configure.

    Configure Day CQ Mail Service

  5. Configure the service to connect to the SMTP server of your choice:

    1. SMTP Server hostname: for example (smtp.gmail.com)
    2. Server Port: for example (465) for gmail using SSL
    3. SMTP User: demo@ <companyname> .com
    4. “From” Address: aemformsdemo@adobe.com

    Configure SMTP

  6. Click “Save” to save the configuration.

(Optional) AEM SSL Configuration

This section contains details on configuring SSL on the AEM instance to be able to configure the Adobe Sign Cloud configuration.

References:

Notes:

  1. Navigate to https://<aemserver>:<port>/aem/inbox where you can complete the process explained in the reference documentation link above.

  2. The we-gov-forms.pkg.all-[version].zip package includes a sample SSL key and certificate that can be accessed by extracting the we-gov-forms.pkg.all-[version].zip/ssl folder that is part of the package.

  3. SSL certificate and key details:

    1. issued to “CN=localhost”
    2. 10-yr validity
    3. password value of “password”

  4. Private key is the localhostprivate.der.

  5. Certificate is the localhost.crt.

  6. Click Next.

  7. HTTPS Hostname should be set to localhost.

  8. Port should be set to a port that the system has exposed.

(Optional) Adobe Sign cloud configuration

This section contains details and instructions on the Adobe Sign Cloud Configuration.

References:

Cloud configuration

  1. Review the prerequisites. See AEM SSL Configuration for required SSL configuration.

  2. Navigate to:

    https://<aemserver>:<port>/libs/adobesign/cloudservices/adobesign.html/conf/we-gov

    NOTE
    The URL used to access the AEM server should match the URL configured in the Adobe Sign OAuth Redirect URI to avoid configuration issues (for example, https://<aemserver>:<port>/mnt/overlay/adobesign/cloudservices/adobesign/properties.html)

  3. Select the “We.gov Adobe Sign” configuration.

  4. Click “Properties”.

  5. Navigate to the “Settings” tab.

  6. Enter the oAuth URL for example: https://secure.na1.echosign.com/public/oauth

  7. Provide the configured Client Id and Client Secret from the configured Adobe Sign instance.

  8. Click “Connect to Adobe Sign”.

  9. After successful connection, click “Save & Close” to complete the integration.

(Optional) MS® Dynamics cloud configuration

This section contains details and instructions on the MS® Dynamics Cloud Configuration.

References:

MS® Dynamics OData cloud service

  1. Navigate to:

    https://<aemserver>:<port>/libs/fd/fdm/gui/components/admin/fdmcloudservice/fdm.html/conf/we-gov

    1. Ensure that you are accessing the server using the same redirect URL as configured in the MS® Dynamics application registration.

  2. Select the “Microsoft® Dynamics OData Cloud Service” configuration.

  3. Click “Properties”.

    Properties for Microsoft OData Cloud Service

  4. Navigate to the “Authentication Settings” tab.

  5. Enter the following details:

    1. Service Root: for example, https://msdynamicsserver.api.crm3.dynamics.com/api/data/v9.1/

    2. Authentication Type: OAuth 2.0

    3. Authentication Settings (see MS® Dynamics cloud configuration settings to collect this information):

      1. Client Id - also referred to as Application ID
      2. Client Secret
      3. OAuth URL - for example, https://login.microsoftonline.com/common/oauth2/authorize
      4. Refresh Token URL - for example, https://login.windows.net/common/oauth2/token
      5. Access Token URL - for example, https://login.windows.net/common/oauth2/token
      6. Authorization Scope - openid
      7. Authentication Header - Authorization Bearer
      8. Resource - for example, https://msdynamicsserver.api.crm3.dynamics.com

    4. Click “Connect to OAuth”.

  6. After successful authentication, click “Save & Close” to complete the integration.

MS® Dynamics cloud configuration settings

The steps detailed in this section are included to help you locate the Client Id, Client Secret, and details from your MS® Dynamics Cloud instance.

  1. Navigate to https://portal.azure.com/ and login.

  2. From the left-hand menu, select “All Services”.

  3. Search for or navigate to “App Registration”.

  4. Create, or select an existing application registration.

  5. Copy the Application ID to be used as the OAuth Client Id in the AEM cloud configuration

  6. Click “Settings” or “Manifest” to configure the Reply URLs.

    1. This URL must match the URL used to access your AEM server when configuring the OData service.

  7. From the Setting view, click “Keys” to view new key (this is used as the Client Secret in AEM ).

    1. Make sure to keep a copy of the key as you will not be able to view it later in Azure or AEM.

  8. To locate the Resource URL/Service Root URL, navigate to the MS® Dynamics instance dashboard.

  9. In the top navigation bar, click “Sales” or your own instance type and “Select Settings”.

  10. Click “Customizations” and “Developer Resources” near the bottom right.

  11. There you find the Service Root URL: for example,

    *https://msdynamicsserver.api.crm3.dynamics.com/api/data/v9.1/

  12. Details on the Refresh and Access Token URL are available here:

    https://learn.microsoft.com/en-us/rest/api/datacatalog/authenticate-a-client-app

Testing the Forms Data Model (Dynamics)

Once the cloud configuration is complete, you may want to test the form data model.

  1. Navigate to

    https://<aemserver>:<port>/aem/forms.html/content/dam/formsanddocuments-fdm/we-gov

  2. Select the “We.gov Microsoft® Dynamics CRM FDM” and select “Properties”.

    Properties of Dynamics CRM FDM

  3. Navigate to the “Update Source” tab.

  4. Ensure that the “Context-Aware Configuration” is set to “/conf/we-gov” and that the configured data source is “ms-dynamics-odata-cloud-service”.

    Configured data source

  5. Edit the Form Data Model.

  6. Test the services to ensure they successfully connect to the configured Data Source.

    NOTE
    After testing the services, click Cancel to ensure that involuntary changes are not propagated to the Form Data Model.
    NOTE
    It has been reported that an AEM Server restart was required for the Data Source to successfully bind to the FDM.
    NOTE
    It is recommended to use the ‘Ctrl + C’ command to restart the SDK. Restarting the AEM SDK using alternative methods, for example, stopping Java processes, may lead to inconsistencies in the AEM development environment.

Testing the Forms Data Model (Derby)

Once the cloud configuration is complete, you may want to test the forms data model.

  1. Navigate to https://<aemserver>:<port>/aem/forms.html/content/dam/formsanddocuments-fdm/we-gov

  2. Select the We.gov Enrollment FDM and select Properties.

    Properties of Dynamics CRM FDM

  3. Navigate to the Update Source tab.

  4. Ensure that the Context-Aware Configuration is set to /conf/we-gov and that the configured data source is We.Gov Derby DS.

    Properties of Dynamics CRM FDM

  5. Click Save and Close.

  6. Test the services to ensure they successfully connect to the configured Data Source

    • To test the connection, select the HOMEMORTGAGEACCOUNT and give it a get service. Test the service and system administrators can see data being retrieved.

Adobe Analytics configuration (Optional)

This section contains details and instructions on the Adobe Analytics Cloud Configuration.

References:

Adobe Analytics Cloud service configuration

This package comes pre-configured to connect to Adobe Analytics. The steps below are provided to allow this configuration to be updated.

  1. Navigate to https://<aemserver>:<port>/libs/cq/core/content/tools/cloudservices.html

  2. Locate the Adobe Analytics section, and select “Show Configurations” link.

  3. Select the “We.Gov Adobe Analytics (Analytics Configuration)” configuration.

    Analytics cloud service configuration

  4. Click the “Edit” button to update the Adobe Analytics configuration (you must provide the Shared Secret). Click “Connect to Analytics” to connect, and “OK” to complete.

    We.Gov Adobe Analytics

  5. From the same page, click “We.Gov Adobe Analytics Framework (Analytics Framework)” if you wish to update the framework configurations (see Enable AEM authoring to enable Authoring).

Adobe Analytics Locating User Credentials

To locate the user credentials for an Adobe Analytics account that the account administrator must perform the following tasks.

  1. Navigate to the Adobe Experience Cloud portal.
    • Login with your administrator credentials
  2. Select the Adobe Analytics icon in the main dashboard.
    Quick Access
  3. Navigate to the Admin tab and select the User Management (Legacy) item
    Reports
  4. Select the Users tab.
    User Management
  5. Select the desired user from the list of users.
  6. Scroll to the bottom of the page and the users authentication information will appear at the bottom of the page.
    Manage Access
  7. The username and shared secret information appear on the right side of the permissions box.
  8. The username has a colon within the name, all the information on the left of the colon is the username, and all the information on the right of the colon will be the company name.
    • Here is an example of that: username : company name

Set up user authentication in Adobe Analytics

Administrators can provide users with AEM analytics permissions by performing the following actions.

  1. Navigate to the Adobe Admin Console.

  2. Click the Analytics instance that is exposed to the Admin Console.

    • This is located on the main page of the admin page.

  3. Select Analytics full admin access.

  4. Add a user to the Profile.

    Analytics full admin access

  5. Click the permissions tab once the user id has been mapped into the profile.

  6. Make sure all the permissions are mapped over to the profile.

    Edit permissions

  7. Once the permissions have been mapped over the ability for a user to log in may take a few hours.

Adobe Analytics reporting

View Adobe Analytics sites reporting

NOTE
AEM Forms Analytics data is available while offline or without an Adobe Analytics Cloud configuration if the we-gov-forms.ui.analytics-<version>.zip package is installed, but AEM Sites data requires an active cloud configuration.

  1. Navigate to https://<aemserver>:<port>/sites.html/content

  2. Select the “AEM Forms We.Gov Site” to view the site pages.

  3. Select one of the site pages (for example, Home), and choose “Analytics & Recommendations”.

    Analysis and Recommendations

  4. On this page, you will see fetched information from Adobe Analytics which pertains to the AEM Sites page (note: by design this information is periodically refreshed from Adobe Analytics and is not displayed in real time).

    AEM Sites analysis

  5. Back on the page view page (accessed in step 3.), you can also view the page view information by changing the display setting to view items in the “List View”.

  6. Locate the “View” dropdown menu and select “List View”.

    List view

  7. From the same menu, select “View Setting” and select the columns you wish to display from the “Analytics” section.

    Configure columns

  8. Click “Update” to make the new columns available.

    Display of new columns

View Adobe Analytics forms reporting

NOTE
AEM Forms Analytics data is available while offline or without an Adobe Analytics Cloud configuration if the we-gov-forms.ui.analytics-<version>.zip package is installed, but AEM Sites data requires an active cloud configuration.

  1. Navigate to

    https://<aemserver>:<port>/aem/forms.html/content/dam/formsanddocuments/adobe-gov-forms

  2. Select the “Enrollment Application For Health Benefits” adaptive form and select the “Analytics Report” option.

    Analytics Report

  3. Wait for the page to load, and view the Analytics Report data.

    View Analytics report data

Adobe Automated Forms Configuration Enablement

To install and configure AEM Forms with the Adobe Forms, Conversion tool users must have the following.

  1. Access to Adobe Developer.

  2. Permission to create an integration with Adobe Forms Conversion service.

  3. Adobe AEM 6.5 latest service pack running as an Author.

Review the following before reading further instructions:

Creating an IMS Configuration Part 1

To configure the service to correctly communicate with the forms conversion tool users must configure the Identity Management System (IMS) service to be able to register with Adobe I/O.

  1. Navigate to https://<aemserver>:<port> > Click Adobe Experience
    Manager on the top left > Tools > Security >Adobe IMS Configuration.

  2. Click Create.

  3. Perform the actions in the image below.

    IMS technical account configuration

  4. Make sure to download the certificate.

  5. Do not proceed with the remainder of the configuration - review section Creating Integration in Adobe I/O

NOTE
The certificate created in this section is going to be used to create the integration service in Adobe I/O. Once users have created in the integration service users can use that information from Adobe I/O to finish the configuration.

Creating Integration in Adobe I/O

Make sure you have the ability to create an integration within your Adobe domain if you do not contact your system administrator to do so.

  1. Navigate to the Adobe Developer Console.

  2. Click Create Integration.

  3. Select Access an API.

  4. Make sure you are in the correct group (top-right dropdown list).

  5. In the Experience Cloud section select the Forms Conversion Tool.

  6. Click Continue.

  7. Enter the name and description of your integration.

  8. Using the Public Key from Section 2.1 place it within the integration of the key.

  9. Select a profile for your automated forms conversion.

    Create new integration

Creating IMS Configuration Part 2

Now that you have created an integration let us complete the installation of the IMS configuration.

  1. Click your integration within Adobe I/O to expose the connection details.

  2. Navigate to your IMS configuration within AEM (Tools > Security > IMS)

  3. Click Next on the IMS Configuration screen.

  4. Enter the Authorization server (value displayed in the screenshot).

  5. Enter the API key.

  6. Enter the client Secret (must click expose on the Integration in Adobe I/O for it to be revealed).

  7. Click the JWT tab in Adobe I/O to get the JWT payload and paste it in the payload of the IMS configuration.

    Payload IMS configuration

  8. Once created, click the IMS Configuration and select Health Check, users should see the following result.

    Health confirmation

Configure Cloud Configuration (We.Gov AFC Production)

Once the IMS configuration is complete, you can proceed to review the cloud configuration in AEM. If the configuration does not exist, use the following steps to create the cloud configuration in AEM:

  1. Open your browser and navigate to the system URL https://<domain_name>:<system_port>

  2. Click Adobe Experience Manager on the top-left corner of the screen > Tools > Cloud Services > Automated Forms Conversation Configuration.

  3. Select the configuration folder that you would like to place the configuration in.

  4. Click Create.

  5. Enter the information in the screenshot below.

    AFC Production

  6. Provide the configuration with a Title and a Name.

  7. The service URL for the system is set to https://aemformsconversion.adobe.io/.

  8. Template URL /conf/we-gov/settings/wcm/templates/we-gov-flamingo-template.

  9. Theme URL: /content/dam/formsanddocuments-themes/adobe-gov-forms-themes/we-gov-theme

  10. Click Next.

  11. For this configuration, we left the two checkbox values empty.

Configure Cloud Configuration (We.Finance AFC Production)

Once the IMS configuration is complete then we can proceed to create the cloud configuration in AEM.

  1. Open your browser and navigate to the system URL https://<domain_name>:<system_port>

  2. Click Adobe Experience Manager on the top-left corner of the screen > Tools > Cloud Services > Automated Forms Conversation Configuration.

  3. Select the configuration folder that you would like to place the configuration in.

  4. Click Create.

  5. Enter the information in the screenshot below.

    We.Finance AFC Production

  6. Provide the configuration with a Title and a Name.

  7. The service URL for the system is set to https://aemformsconversion.adobe.io/

  8. Template URL: /conf/we-finance/settings/wcm/templates/we-finance-adaptive-form

  9. Theme URL: /content/dam/formsanddocuments-themes/adobe-finance-forms-themes/we-finance-theme

  10. Click Next.

  11. For this configuration, we left the two checkbox values empty.

Testing the forms Conversion (We.Gov Enrollment Application)

Once the configuration is set up users can test it by uploading a PDF document.

  1. Navigate to the AEM system https://<domain_name>:<system_port>

  2. Click Forms > Forms & Documents > AEM Forms We.gov Forms > AFC.

  3. Select the We.Gov Enrollment Application PDF.

  4. Click Start Automated Conversion in the top-right corner.

  5. Users should be able to see the option as shown below.

    Converted adaptive form

  6. Once the button has been selected then users will be presented with the following options

    • Make sure that users select the We.Gov AFC Production configuration

    Conversion settings

    Advanced conversion settings

  7. Select start conversion after you have configured all options that you want to use.

  8. As the conversion process begins then users should see the following screen:

    Conversion settings

  9. When the conversion is complete then users will see the following screen:

    Converted adaptive form

    Click the Output folder to view the generated adaptive form.

Known Issues & Notes

The Automated Forms Conversion service includes certain best practices, known complex patterns, and known issues. Review these before you begin using AEM Forms Automated Forms Conversion service.

  1. Generate the Form with Generate adaptive forms without data bindings enabled if you would like to bind the form to an FDM after conversion.

  2. Make sure that the template folder has jcr:read for everyone permission enabled or else the service user will not be able to read the template from the repository and the conversion will fail.

Demo package customizations

This section includes instructions on customization of the demo.

Templates customization

Editable Templates can be found at the following location:

https://<aemserver>:<port>/libs/wcm/core/content/sites/templates.html/conf/we-gov

These templates include the AEM Site, Adaptive Form, and Interactive Communications templates, created and assembled with components that can be found at:

https://<aemserver>:<port>/crx/de/index.jsp#/apps/we-gov/components

Style system

This site also features client-libraries, one of which imports Bootstrap 4 ( https://getbootstrap.com/ ). This client library is available at

https://<aemserver>:<port>/crx/de/index.jsp#/apps/we-gov/clientlibs/clientlib-base/css/bootstrap

The editable templates included in this package also come preconfigured with template/page policies that use the Bootstrap 4 CSS classes for pagination, styling, and so on. Not all classes have been added to the template policies, but any class that is supported by Bootstrap 4 can be added to the policies. See the getting started page for a list of available classes:

https://getbootstrap.com/docs/4.1/getting-started/introduction/

Templates included in this package also supports the Style System:

Style System

Template logos

Project DAM Assets also include We.Gov logos and images. These assets are available at:

https://<aemserver>:<port>/assets.html/content/dam/we-gov

When editing the Page and Form Templates, one may choose to update brand logos by editing the Navigation and Footer components. These components offer a configurable brand and logo dialog that can be used to update logos:

Template Logos

See Editing Page Content for more information:

Editing Page Content

Sites pages customization

All site pages are available from: https://<aemserver>:<port>/sites.html/content/we-gov

These site pages also use the AEM Grid package to control the layout of a few components.

Style system

Pages included in this package also supports the Style System:

Style System

You can also see Templates customization style system for documentation on supported styles.

Adaptive forms customization

All adaptive forms are available from:

https://<aemserver>:<port>/aem/forms.html/content/dam/formsanddocuments/adobe-gov-forms

These forms can be customized to fit certain use cases. Certain fields, and submission logic should not be modified to ensure that the form continues to function correctly. This includes:

Enrollment Application For Health Benefits:

  • contact_id - Hidden field used to receive the MS® Dynamics contact ID during submission
  • Submit - Submit button logic required customization to support callbacks. Customization is documented, but a large script was required to submit the form while performing both a POST and GET operation to MS® Dynamics by way of the Forms Data Model.
  • Root Panel - Initialize event is used to add an MS® Dynamics button to the AEM Inbox in the least intrusive way possible since all AEM Inbox Granite UI components are non-modifiable.

Adaptive form styling

Adaptive forms can also be styled using the Style Editor or Theme editor:

Workflow customization

The Enrollment Adaptive Form submit to an OSGI workflow for processing. This workflow can be found at https://<aemserver>:<port>/conf/we-gov/settings/models/we-gov-process.html.

Due to certain limitations, this workflow contains several scripts and custom OSGI workflow process steps. These workflow steps were created as generic steps and have not been created with configuration dialogues. Currently, configuration of the workflow steps relies on process arguments.

All workflow step Java™ code is contained in the we-gov-forms.core-<version>.jar bundle.

Demo considerations and known issues

This section contains information on demo features and design decisions that may require special considerations during the demonstration process.

Demo considerations

  • As per AGRS-159, ensure that the name (first, middle, and last) of the contact used in the Enrollment Adaptive Form is unique.
  • The enrollment adaptive form will send the Adobe Sign email to the email specified in the form’s email field. That email address cannot be the same email address as the email used to configure the Adobe Sign cloud configuration.

Known issues

  • (AGRS-120) The Site Navigation component currently does not support nested child pages that are more than two levels deep.
  • (AGRS-159) The current MS® Dynamics FDM needs to perform two operations to first, POST the Enrollment Adaptive Form data to Dynamics, and then fetch the user record to retrieve the Contact ID. In its current state, fetching the Contact ID fails if more than two users with the same name are present in Dynamics, which will not allow the Enrollment Adaptive Form to submit.

Configuring Accessibility Testing

Enabling Accessibility Testing Chrome Add On

To perform accessibility testing, install the Chrome plugin found here at https://chrome.google.com/webstore/detail/accessibility-developer-t/fpkknkljclfencbdbgkenhalefipecmb?hl=en.

After it is installed, load the page that you want to test within the Chrome Browser (Note: Having multiple tabs open may affect your score, it is preferable to only have one tab open). Once the page is loaded, right-click on the page and select Audits tab. There developers can select the type of audit to be performed by the Accessibility plugin. After all the desired options are selected, the user can click the Generate Report button. This generates a PDF document that shows the overall accessibility rating and what can be used to increase accessibility rating overall.

After the report is run, users can expect to see the following:

Accessibility report

The number displayed in front of users is the overall accessibility rating that they have acquired. There is also a description of how this was calculated following the score.

If users want to export this, they can click the three buttons on the right of the screen, and select from the further options that the plugin offers.

Accessibility report

Ultramarine Theme

The publicly available Ultramarine theme maintained by Adobe is built into the
we-gov-forms.pkg.all-<version>.zip installable ZIP file. Once this package is installed using CRX.

Package Manager, users can access the Ultramarine theme in AEM Forms by navigating to Forms > Themes > Reference Themes > Ultramarine-Accessible.

Ultramarine theme

Configuration options

Users have the ability to configure various workflow service options which include the following:

  1. Microsoft® Dynamics Entry
  2. Adobe Sign
  3. AEM Custom Communication Management
  4. Adobe Analytics

To configure them to be enabled within the Workflow, users must perform the following tasks.

  1. Navigate to https://‘[server]:[port]’/system/console/configMgr.

  2. Locate the WeGov Configurations.

  3. Open the service definition and enable the selected services to be invoked within the workflow.

    NOTE
    Just because a user enables the service within the Configuration Manager page, users are still required to set up a service configuration to communicate with the external services requested.

    we gov forms package

  4. Once completed, click Save to save the settings.

Next Steps

Now you are all set to explore the We.Gov reference site. For more information about We.Gov reference site workflow and steps, see We.Gov reference site walkthrough.

Experience Manager