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1.

Setting up Your Learning Environment

Requirements
User Level Prerequisite knowledge Required Products Exercise Files

All None Workbench, LiveCycle ES2

In this exercise you will setup your learning environment by downloading and installing the
exercise files then import an existing LiveCycle application onto your server.

Importing an Existing Application to your Server


1. Download and extract the contents of the Developing Applications.zip file to a location
on your workstation.
2. Review the structure of the folders and the files.
3. Open the LiveCycle in a Week folder.
4. Open the Developing Applications with LiveCycle ES2 folder.
5. Open the Lesson 2 folder and notice the included file called
AquoEmployeeTimeSheet.lca
6. Open a browser window and navigate to the following site:
7. http://[Your Server]:8080/adminui.
8. For Websphere and Weblogic you will need to substitute the default HTTP port of
8080 with your default port value.
9. Websphere uses 9080.
10. Weblogic uses 7001.
11. Log into the Administration Console (adminui) with your valid credentials.
12. The default user and password for LiveCycle ES2 is administrator/password.
13. Navigate to Services> Applications and Services> Application Management.
14. Click Import.
15. Click Browse.
16. Navigate to the [Drive]\LiveCycle in a Week\Developing Applications with LiveCycle
ES2\Lesson 2\ folder.
17. Choose the AquoEmployeeTimeSheet.lca file.
18. Click Open.
19. Click Preview to view details of the LCA file.
20. Click View Assets to view the contents of the LCA file.
21. Click Close to return to the main screen.
22. Choose the Deploy assets to runtime when import is complete option.
23. Click Import.
24. After the import has completed return to Home in the adminui.

Creating Users and Groups


1. From the Administration Console Home screen click the Settings button or Link.
2. Choose the User Manager link.
3. Choose the Users and Groups link.
4. Click the New User button.
5. Click into First Name and Type: Wendy.
6. Tab into Last Name and Type: Blue.
7. Tab into Email and Type: wblue@sampleorganization.com.
8. Tab into Telephone and add a phone number.
9. Scroll down the page and click into User ID, then Type: wblue.
10. Tab into Password and add a new password for the new user.
11. Tab to the Confirm Password and add the same password value.
12. Click Finish.

Finding a User
1. Click into the Find text box.
2. Type: Wendy.
3. Ensure the Using dropdown is set to Name.
4. Click the Find button.

Adding a New Group


1. Click New Group.
2. Add the Group Name: HR Managers.
3. Tab to Email and add the value: hr@sampleorganiztion.com.
4. Click Next to go to the Find Users and Groups step.
5. Click Find to list all users.
6. Find and Choose the Wendy Blue.
7. Find and Choose Sarah Rose. (If she does not exist on your server either skip this step
or add any other appropriate user).
8. Click OK to add the users.
9. Click Next to go to the Add Groups to Groups step. (We will not add any groups to
our HR Managers group)
10. Click Next to go to the Assign Roles to Group page.
11. Click Find Roles.
12. Select the following groups:
13. LiveCycle Workspace User
14. LiveCycle Content Space User
15. Click OK to add the roles.
16. Click on Finish to complete the group defininition.
17. Return to the Home page on the Administration Console.
Test your knowledge

In this lesson, you learned about LiveCycle ES2 and its architecture.

Question Answers
You want to import an existing 1. Use a right-click operation in the Process
application into your new LiveCycle View in WorkBench.
server (LCA). 2. Drag the LCA into the Process View in
What should you do? WorkBench.
3. Use the Adminui console as in previous
versions of LiveCycle.
4. In WorkBench, when creating a new
application, choose From existing LCA as
the source of the new application.
2. Creating a LiveCycle Application

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 2 Workbench, LiveCycle ES2

In this exercise you will configure and use LiveCycle Workbench to build the structure for a
new LiveCycle application. You will add the necessary details to connect to the server and
then create a new application. You will then add the required folders and assets to the new
application.

Configuring LiveCycle Workbench


1. From the Windows Start Menu, Find and Choose the link to start Adobe LiveCycle
Workbench ES2.
2. From the Login screen click the Configure button.

3. Click the button

4. Add the Server Title: LCTraining.


5. Add your server name or IP Address. (Can be localhost if the server is installed on the
same machine as Workbench)
6. Verify your port number is set to: (The are defaults and you may need to check with
your network administrator to obtain the ports used in your configuration)
7. JBoss: 8080
8. Websphere: 9080
9. Weblogic: 7001
10. Click OK to return to the Manage Configured Servers dialog.
11. Click OK to return to the login screen.
12. Add a user name and password. (The default for LiveCycle is: administrator/password.

13. Click the Login button.

Working with Perspectives


1. From the Window Menu Choose Open Perspective > Data Model.
2. Observe the arrangement of open views.
3. From the Window Menu Choose Open Perspective > Form Design.
4. From the Window Menu Choose Open Perspective > Process Design.
5. From the Window Menu Choose Show View > Services
6. From the Window Menu Choose: Reset Perspective. (The Process Design perspective
will return to the default layout.)

Working with Applications


1. From the File menu Choose> Get Application.

2. Double-click the item AquoEmployeeTimeSheet to open and show the items that are
contained in the application.
3. Choose: AquoEmployeeTimeSheet/1.0.
4. Click OK.
5. Review the structure and contents of the downloaded application.
6. Open the Folder Process Maps.
7. Right-click the Employee Timesheet Review process and choose Check Out.
8. Double-click the Employee Timesheet Review process to open the process.

9. Click the Close symbol (X) on the Process editor tab.


10. In the Applications view, right-click the Employee Timesheet Review and choose
Check In.
11. In the Applications view right-click the AquoEmployeeTimeSheet application title and
choose Delete.
12. Choose Yes. (NOTE: if you select the Also delete the application from the server
option the application will be removed from both your Workbench and the server.)
13. The Applications view will display the message No Local Applications.
14. Exit Workbench.

Test your knowledge


In this exercise, you learned how to .....

Question Answer
3. Creating a New Application

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 3 Workbench, LiveCycle ES2

In this exercise you use ....

Creating a New Application


1. From the Windows Start Menu, Find and Choose the link to start Adobe LiveCycle
Workbench ES2.
2. Click the Click here to login link.
3. Add you Workbench password. (Verify that your server configuration is selected in the
Log on to: Dropdown.)
4. Click Login.
5. From the File menu choose: New> Application.
6. Add the name: AquoOnline.
7. Add the description: Applications for HR activities.
8. Click Finish. (The application is visible in the Applications view. )

9. Right-click the Aquo Online/1.0 item in the Application view.


10. Choose New> Folder....
11. Add the name: Forms
12. Click Finish.
13. Open a Windows Explorer or My Computer Window and Navigate to
[YourDrive]:\LiveCycle in a Week\Developing Applications with LiveCycle ES2\Lesson
3.
14. Drag the two XDP files into the Forms folder.
15. InterviewInvitation.xdp
16. JobApplication.xdp

17. Drag the Data, Data Model, DDX, Images, and Process folder to AquoOnline/1.0.

18. Right-click the AquoOnline/1.0 version name and choose: Check In.
19. Choose OK.
20. Right-click the AquoOnline/1.0 version name and choose: Delete.
21. Choose Yes. (Note: Do not check the Also delete check box.)
Test your knowledge

In this exercise, you learned how to .....

Question Answer
4. Creating a New Process

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All None Workbench, Designer

In this exercise you use ....

Creating a New Process


1. In Workbench open the File menu and choose Get Application.
2. Open the AquoOnline application.
3. Select the Application version and choose: OK.
4. Open the Application structure and right-click on Processes, then choose New
Process...
5. Add the process name: submitJobApplicaton then choose Next.
6. Ensure Add start points later is selcected then choose Next.
7. Review the summary and choose Finish. (Note that the Process Type is currently set to
short-lived)
8. Double-click on the word Pool along the left side of the process editor to show the
pool properties in the Process Properties view.
9. Under General, Add the Name: Employment Application Process
10. Click on the word SWIMLANE0 along the left side of the process editor.
11. Under the General properties view add the name: Document Preparation.
12. Choose a color for your swimlane.
13. Set the Height to 300.
14. Right-click the new swimlane defined along the left side of the process editor and
choose: Insert Swimlane> Below Selected Swimlane.
15. Set the properties of the new swimlane to:
16. Name: Management
17. Color: [Any color]
18. Height: 300
19. Click Save

Adding Steps to your Process Map

1. From the Activity Bar drag a SetValue to your process map.


2. In the Properties view set the name to: Add application number to form data.
3. From the Activity Bar drag a Decision Point to the right of the Add Application number

step.
4. In the Properties view set the name to: Check employment type.
5. From the Activity Bar drag an Abstract activity below the Add application number step.

(Place it in the Management swimlane.)


6. In the Properties view set the name to: Review Job Application.
7. On the process map select the Add application number step.
8. Place your cursor over the blue dot to the right and then click and hold. Drag to the
left side of the Add application number step to draw a connecting route.
9. Create a route from the Review job application to the Check employment type step.

10. Select the route line between the Review job application and Check employment type.
11. In the properties view rename the line to: Approve.
12. Using the screenshot below complete the steps to finish the initial layout of the
AquoOnline submitJobApplication process.
13. Save and close the process.
14. In the Applications view right-click the submitJobApplication process and choose
Check In.
15. From the File menu choose Logout.
16. Click the Logout button to confirm the disconnection from the server.
Test your knowledge

In this exercise, you learned how to .....

Question Answer
5. Creating a New Dynamic Form

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All None Workbench, Designer

In this exercise you use ....

Creating a New Form


1. Log into LiveCycle Workbench and ensure your AquoOnline application has been
downloaded from the server.
2. Right-click on the Forms folder and Choose New> Form.
3. Type the name: AquoTimeSheet
4. Type the description: Used to track project time.
5. Click Next.
6. Choose the Select a data model from a LiveCycle application option.
7. In the Enter or select a data model area drill-down and select: AquoOnline> Data
Models> employeeTimesheet.xsd.
8. Click Next.
9. Ensure the From LiveCycle Workspace ES option is selected.
10. From the Submit Adobe Acrobat/Reader option, choose: XML.
11. Click Next. (Designer will open and present additional options)
12. Ensure Use blank form is selected then click Next.
13. Ensure the page size is set to Default.
14. Next to Orientation choose Landscape.
15. Click Next.
16. Click Finish. (The new form is presented in the Designer window)

Defining the New Form


1. From the standard Object Library drag out a Static Text object to the top left side of
you form.
2. Click and hold the bottom left node of the static text object and drag to enlarge the
text box.

Note: if the Expand to Fit Tips and Hints messagebox opens click OK to close the Window.

3. Double click the word Text in the static text box to select it and type the word:
Employee Information.
4. Click the cursor on the boarder of the new text box to leave the text editing mode
while still leaving the object selected.
5. From the Text Formatting Toolbar choose:
6. 28pt font size.
7. Bold
8. Centered

9. From the standard object Library drag out a Text Field to the form just under the
Employee Information text box.

10. Double-click the new text field caption to select the text.
11. Type the new caption: Employee ID.
12. In the Object Properties palette choose the Object tab then below choose the Binding
tab and set the Name property to: txtEmpID.
13. In the Object Properties palette choose the Object tab then below choose the Field tab
and turn on the Comb property by selecting the checkbox, then set the length to 8.
14. From the standard object library drag out a Date/Time Field to the top right of the
new form.
15. In the Object Properties palette choose the Object tab then below choose the Field tab
and set the Caption property to: Submit Date.
16. From the standard object library drag a button object just below the Submit Date field
and set the following properties:
17. Caption: Add Project
18. Presence: Visible (Screen Only)
19. From the Object library drag a checkbox to the form and place it to the right of your
Add Project button set the following properties:
20. Caption: Approve
21. Name: showApprovals
22. Data Binding: No Data Binding.
23. Save your form.

Using a Schema to add Form Elements


1. From the Window menu choose Data View.

2. Drag the Employee node to the form and place it just below the Employee ID field.
3. Drag the Manager node to the form and place it just below the Employee field.
4. Drag the FromDate node to the form and place it just right of the Employee field.
5. Drag the ToDate node to the form and place it just right of the Manager field.

6. Drag the SubmissionDate node to the form and place on the existing Submit Date field.

7. Turn off the caption attribute.


8. Click OK.
9. Drag the EmployeeID node to the form and place on the existing Employee ID field.
10. Click OK (NOTE: the object name will be updated from txtEmpID to EmployeeID.)
11. From the Data View palette drag the ProjectDetails node onto the form and drop it
below the employee fields. (This will automatically create a table structure. )
12. From the Data View palette drag the ApprovalDetails node and place it below the new
table. (This will create a subform with field objects inside.)

13. Save your form.


Previewing your Form
1. Preview your form by choosing the Preview Tab located at the top of the form view.

2. Return to Design View by choosing the tab located in the top left of the form view.
3. From the File menu choose Form Properties.
4. Choose the tab Preview.

Click the Browse icon to the right of data file.

5. Browse to the Data folder.


6. Choose the TimeSheetSampleData.xml file.

7. Click OK to close the Form Properties dialog.


8. Preview the form. (The form is populated with sample data)
9. Return to Design view.
10. Save the form.

Working with Master Pages


1. From the View menu choose Master Pages.
2. Select the Content Area by clicking on the frame.

3. Drag down the top part of the frame to the 1.5 inches mark on the vertical ruler
4. Drag the bottom part of the frame up to the 8 inch mark on the vertical ruler.

5. From the Standard Object Library drag a Rectangle object into the space above the
content area on the top left of the form.

6. Increase the size of the rectangle to be equal to width of the content area and 1.00
inches in height.
7. In the Rectangles Object Properties set the Fill to Solid.
8. In the Rectangles Object Properties open the Color selector and choose More Colors
9. Click on Define Custom Colors.
10. .Add the following values to the Red Green Blue options.
11. Red: 140
12. Green: 200
13. Blue: 65
14. Click Add to Custom Colors.
15. Choose OK.

16. From the Standard Object library Drag an Image object onto the green
rectangle.
17. In the Image Object properties click the Browse button and navigate to the Assets
folder in your current application.
18. Choose AquoFormLogo.png.
19. Click OK

20. From the Standard Object Library drag a Static Text object onto the green rectangle
and set the following properties:
21. Caption: Employee Timesheet
22. Font: Myriad Pro
23. Font Size: 28 Point
24. Font Style: Bold
25. Alignment: Right
26. From the Custom Object Library drag a Page N of M object onto the
Master page down in the footer area.

27. Set the Font size to 14 Points.


28. Return to Design View (NOTE: In Design View you will not be able to select or modify
any elements located on the Master Page).

29. Click the Preview tab to view the current PDF.


30. Save your Form

Working with Tables


1. Select the 1st Column in your table.
2. From the Table menu, choose Insert > Columns to the Left.

]
3. Select the field below the column heading Activity.
4. From the Table menu, choose Insert> Rows Below.
5. Select the new row in the hierarchy palette.

6. In the Object properties choose the Row tab.


7. Set the Type to Footer Row.
8. Choose the Binding tab.
9. Set the Name property to TableFooter.
10. Set the Data Binding property to No Data Binding.
11. Select the first cell in the footer row, hold down your shift key and then select the
second to last cell in the footer row.

12. From the Table menu choose: Merge Cells.


13. Double click into the new merged text box and add the caption: Total Hours.
14. Right Align the new text.
15. Select the Cell to the right of the new caption.
16. In the Object properties palette change the Type to: Decimal.
17. Click the Binding tab and set the name property to TotalHours.
18. Set the Data Binding property to No Data Binding. (NOTE: This will be a calculated
field and the value will not need to be stored in the form data.)
19. Place your cursor on the line dividing the Activity column and the Monday column
and drag to the right increasing the size of the Activity field to approximately 2.0
inches. (NOTE: You cannot make the table wider than the content area of the page.)
20. Save and Preview the form.
21. Close Designer.
22. In the Workbench Applications view right-click the TimeSheet.xdp file and choose
Check In.

Test your knowledge

In this exercise, you learned how to .....

Question Answer
6. Working with Subforms

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 5, Part 1 Workbench, Designer

In this exercise you use ....

Creating Subforms
1. Check-out and open the AquoTimeSheet.xdp template from the Applications view in
Workbench.
2. Drag your cursor around all the objects above the table in your form design.

3. Right-click anywhere inside the new selection area and choose from the short cut
menu: Wrap in a Subform.
4. In the Hierarchy palette select (untitled Subform) (Page1)
5. In the Object properties palette choose the Binding tab.
6. Add the name: MainPage.
7. On the Subform tab set the Content type to Flowed.
(NOTE: All objects are flowed based on order in the hierarchy palette.)
8. Select the ApprovalDetails subform in the Hierarchy palette.
9. Drag the ApprovalDetails subform up in the hierarchy until it is just above the
ProjectDetails subform.

10. In the Hierarchy palette ensure the ApprovalDetails subform is still selected.
11. In the Object properties subform set the Presence property to Hidden. (NOTE: This
will remove the subform from the layout but it will still exist in the hierarchy. Later we
will add script to our template to modify the presence property of the ApproveDetails
subform.)

Reviewing Subforms Properties


1. In the Hierarchy view select the table row called Project under ProjectDetails.
2. In the Object property palette choose the Binding tab.
3. Note that the Repeat Rows for Each Data Item is pre-checked. (NOTE: This was due to
the options that were selected during the table creation process)

4. In the Hierarchy view select ProjectDetails. (The parent node for the table)
5. In the Object property palette choose the Table tab.
6. Check the Allow Page Breaks within Content checkbox.

7. In the Hierarchy palette, select the overflowLeader (header) row under ProjectDetails.
8. In the Object properties palette choose the Pagination tab.
9. Ensure the Include Header Row in Initial Page and the Include Header Row in
Subsequent Pages are both checked. (NOTE: This will make sure that if your data
causes the table to break over multiple pages that the header row appears on all
pages.)
10. Save your Form.
Test your knowledge

In this exercise, you learned how to .....

Question Answer
7. Adding Logic to your Form

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 5, Part 2 Workbench, Designer

In this exercise you use ....

Calculating Values using FormCalc.


1. In the ProjectDetails table select the SubTotal field.
2. From the Window menu choose Script Editor. (The Script Editor will be become visible
in Designer)

3. From the Show: dropdown menu choose: Calculate.


4. On the Script Editor toolbar choose FormCalc from the Language dropdown.

5. Click into the Script Editor palette and Type: //Calculate the total hours for a project.
(By placing the two forward slashes in your text you will comment out the remainder
of the line.)
6. Press Enter to move to the next line.

7. Type: Monday. (NOTE: A menu will appear allowing you to choose a property.)

8. Type raw.
9. Select rawValue. (or press Enter on your keyboard to add the rawValue to the
Monday identifier.)
10. Your notation should look like Monday.rawValue
11. Type + Tuesday.rawValue + .
12. Press and hold the Ctrl key on your keyboard, then using your cursor click on the
Wednesday field in the table. (This should add the name of the object into the script)
13. Complete the script so that it appears as follows:
14. Monday.rawValue + Tuesday.rawValue + Wednesday.rawValue + Thursday.rawValue
+ Friday.rawValue + Saturday.rawValue + Sunday.rawValue
15. Complete the line by adding a ; to the end of the instruction to terminate line.
16. Position you cursor to the beginning of the instruction and type: $.rawValue =
(NOTE: the $ is a short-cut to the current object. If the script was being written in
JavaScript substitute the $ with they JavaScript keyword this.)
17. The final calculation should read as:
18. $.rawValue = Monday.rawValue + Tuesday.rawValue + Wednesday.rawValue +
Thursday.rawValue + Friday.rawValue + Saturday.rawValue + Sunday.rawValue;

19. Save and Preview your Form.

Calculating the Total of all Rows in a Table


1. Select the TotalHours field in the footer row of the table.
2. On the Script Editor toolbar choose from the Show dropdown: Calculate.
3. On the Script Editor toolbar choose from the Language dropdown: FormCalc.
4. Click into the Script Editor palette.
5. Type $.rawValue = .

6. On the Script Editor toolbar click the Function button .


7. In the function menu search for and select: Sum(n1[,n2...]). (Once highlighted either
press enter or double click the value.)

8. Select the arguments in the function.


9. Hold press and hold the Ctrl key on your keyboard and using your cursor click the
Subtotal field in the table.

10. Type: .rawValue.

11. Modify the field reference to read: Project[*].SubTotal.rawValue.


12. The final instruction to should look like:

13. Preview your form.


14. Return to Design View and Save your form.

Adding and Removing Table Rows using Script


1. Select the Add Project Button.
2. On the Script Editor toolbar choose from the Show dropdown: Click.
3. On the Script Editor toolbar choose from the Language dropdown: FormCalc. (NOTE:
this same script can be used for both FormCalc and JavaScript)
4. Click into the Script Editor palette.
5. Type: ProjectDetails.Project.instanceManager.addInstance(1);
6. Preview your form.
7. Click the Add Project button a few times to add new rows. (NOTE: your form preview
type must be set to Dynamic in order to manipulate the layout of a form while
previewing.)
8. Return to Design View.
9. From the Standard Object Library drag a regular button into the first column of your
ProjectDetails table.
10. Change the Caption to X.
11. On the Script Editor toolbar choose from the Show dropdown: Click.
12. On the Script Editor toolbar choose from the Language dropdown: FormCalc.
13. Click into the Script Editor palette.
14. Type: Project.instanceManager.removeInstance($.parent.index);

15. On the Script Editor toolbar Click the Check Script Syntax button.
16. Preview and test your form.
17. Return to Design View and Save your Form.

Showing and Hiding Subforms


1. Select the Approve checkbox.
2. In the Object Properties choose the Binding tab.
3. Modify the On Value to read: visible.
4. Modify the Off Value to read: hidden.

5. On the Script Editor toolbar choose from the Show dropdown: Change.
6. On the Script Editor toolbar choose from the Language dropdown: FormCalc.
7. Click into the Script Editor palette.
8. Type: ApprovalDetails.presence = $.rawValue; (NOTE: for JavaScript
the instruction would look like ApprovalDetails.presence = this.rawValue;)
9. Preview and Test your form.
10. Return to Designer and Save the template.
11. Hide the Scripting Editor palette.
Validating User Input
1. Select the Employee ID field.
2. In the Object Properties palette, choose the Field tab.
3. Click the Pattern button.

4. Choose the Validation tab.


5. Click into the Pattern text box and Type: A99999999
6. Click Apply. (A text Wrapper is added to the pattern. Text{A9999999})
7. Click OK.
8. In the Object Properties palette, choose the Value tab.
9. Click into the Validation Pattern Message and Type: Employee ID values must start
with Letter and contain 7 numbers. .
10. Preview the form.
11. Add the Employee ID value 23456789, then press tab. (An error appears with the
validation message).
12. Click OK.
13. Return to Design view.
14. Select the Decimal field under the heading Monday in the table.
15. Open the Script Editor palette.
16. On the Script Editor toolbar open the Show dropdown and choose Validate.
17. On the Script Editor toolbar open the Language dropdown and choose FormCalc.
18. Ensure the Run At: is set to Client.
19. Click into the script palette and add the following script:
if ($.rawValue <= 24) then
1 //The true response
else
0 //The false response
Endif

NOTE: for JavaScript the same script would read:


if (this.rawValue <= 24){
true //The true response
} else {
false //The false response
}

20. In the Object Properties palette, choose the Value tab.


21. Click into the Validation Script Message text box and type: Hours cannot exceed 24
hours.
22. Preview the form.
23. Click into the Monday field.
24. Add a valued that exceeds 24 hours. (The validation message appears)
25. Return to Design view.
26. Close Designer.
27. Check In your form.
28. Close Workbench.

Test your knowledge

In this exercise, you learned how to .....

Question Answer
8. Using Service Operations

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 3 Workbench, LiveCycle ES2

In this exercise you use ....

Adding and Configuring Service Operations


1. From the Windows Start Menu, Find and Choose the link to start Adobe LiveCycle
Workbench ES2.
2. Click the Click here to login link.
3. Add you Workbench password. (Verify that your server configuration is selected in the
Log on to: Dropdown.)
4. Click Login.
5. Open the Processes folder (NOTE: If your AquOnline application is not visible you will
have to Get Application.)
6. Check Out: submitJobApplication.
7. Open submitJobApplication.
8. Right-click on the Review job application step.
9. Choose Define Activity.
10. In the Find text box type: Assign.
11. Choose the User 2.0, Assign Task operation.
12. Click OK.
13. Click Yes to change your short-lived process to long-lived.

14. Click Yes to replace the abstract activity with the Assign Task operation

15. Double-click the Assign Task operation to show the properties in the Process
Properties view.
16. Open the Initial User Select category.
17. Choose Assign to a group.
18. Click Browse.
19. Click into the Find text box and type HR.
20. Click Find. (The HR Managers group we created earlier will show)
21. Select HR Managers.
22. Click OK.
23. Close the Initial User Selection Category and open the Presentation and Data Category.

24. Click the browse button next to Asset.


25. Navigate to the Forms folder. (AquoOnline\AquoOnline/1.0\Forms\)
26. Choose the JobApplication template.

27. Click OK.

28. Click the add variable button.


29. Type xmlData.
30. Choose the Input checkbox.
31. Click OK.

32. Close the Presentation and Data category.


33. Open the Task Instructions category.
34. Ensure the type of input is set to Template and not Variable or XPath.
35. Click into the text box and type: Please review this application from .
36. Click the Insert Expression button.
37. Open the xmlData node in the Process Data section and navigate down to:
xdp/datasets/data/jobApplicationData/applicantInformation/personalInformation/app
licantName
38. Click the Insert Selection button
39. Click OK

40. Close the Task Instructions category.


41. Open the Output category.
42. Set the Output data property to the xmlData variable.
43. Save the process
44. Select the Add application number to form data operation.
45. In the properties ensure the Mapping category is open.

46. Click the Edit the Mapping Data button.


47. Under process data navigate to:
xmlData/xdp/datasets/data/jobApplicationData/officeUseOnly/applicationID

48. Click Insert Selection (or double click the node) to add it to the location side of the
mapping.

49. Click the [expression] link


50. In the Process Data section find and select the id variable
51. Click Insert Selection

52. Click OK.


53. Save the process.
54. Check In the SubmitJobApplication process.
55. Deploy the Application

Testing your Process


1. In the Applications view open the AquoOnline/Assets folder.
2. Double-click the employmentApplicationSampleData.xml file to open it in the built in
XML editor.
3. At the bottom left corner of the XML editor Window click on then Source tab.
4. From the Workbench Edit menu choose Select All.
5. From the Workbench Edit menu choose Copy. (All the XML is copied to the clipboard)
6. Close the sample XML file. (Click the X on the right side of the tab)

7. Right-click anywhere on the background of the submitJobApplication process map.


8. Choose Invoke Process...

9. Click the Browse button next to the xmlData in variable.

10. Paste the XML data from the Clipboard to the open dialog.

11. Click OK to accept the new data.


12. Click OK to invoke the service.
13. The service returns a response indicating the process completed properly.

14. Open a browser window and navigate to:


http://[Your Server name or IP]:8080/workspace
15. In the user ID add: srose.
16. In the Password add: password.
17. Click the To Do icon.

18. Click on HR Managers.

19. Click the Claim and Open button on the card view.
20. Click the Complete button to finish processing the form.

21. Return to Workbench.

Using conditional Routing


1. With your submitJobApplication process open in Workbench, Check Out the
submitJobApplication process and if needed open it in Workbench.
2. Double-click the routing line between the Check employment type and Executive
review steps. (The properties of the line will show in the Process Properties view.)

3. In the Process Properties view change the name to: Executive Position.
4. In the Conditions category click the Add Route Conditions button.
5. In the Route Properties dialog browse the xmlData tree to find the following node:
/process_data/xmlData/jobApplicationData/positionInformation/Position
6. Double-click the node to add it to the Expression side on the left of the dialog.
7. Ensure the Operator is set to =.
8. Click into the Right-hand expression text box and type: VP (NOTE: Because we are
adding a string of text be sure to include the opening and closing quotes around the
text.)
9. Repeat the step to create two more conditions. One for Manager and one for
Director.

10. In the process map editor, select the Check employment type operation.
11. In the Process Properties view open the Route Evaluation category.
12. Ensure the Executive Position step is first in the list. If not, select the Executive Position

text and click the up button


13. The routing evaluation should look like:

14. Save and Check In the process.

Using Record and Playback


1. In the process editor right-click the process background and choose Record and
Playback > Start Recording.
2. In the process editor right-click the process background and choose Invoke.
3. Click OK to accept the Input variable dialog.
4. Click OK to acknowledge the Invocation response.
5. Right-click the background and choose Record and Playback and Choose Play Process
Recording.

6. Click OK to accept the selected entry. (The playback toolbar will appear)

7. Click Play (The process playback progresses to the Review job application
operation.)

8. Close out of playback mode by clicking the Exit button.


9. Log into Adobe LiveCycle Workspace as Sarah Rose. (srose / password)
10. Click the To Do Icon.
11. Choose the HR Managers group.
12. Claim and Open the available task.
13. Click Complete.
14. Return to Workbench and run the Playback once again. (This time the process will run
to completion. )
15. Close out of playback mode.
16. Close the submitJobApplication process.
17. Exit Workbench.
Test your knowledge

In this exercise, you learned how to .....

Question Answer
9. Configuring Services

Requirements
User Level Prerequisite knowledge Required Products Exercise Files
All Lesson 6 Workbench, LiveCycle ES2

In this exercise you use LiveCycle Workbench to add a Watched Folder to an existing process.

Using REST Start Points


1. Log into Workbench and if required download your AquoOnline application.
2. Navigate in the Application structure to the Processes folder.
3. Open the submitJobApplication process.
4. Double-click the Default startpoints step on the process map.
5. In the Properties view select the REST URL and copy it to the Windows clipboard.

6. In the Applications view, Open the renderMyForm process.

7. In the Variables view select the strTargetURL variable and then click the button to
edit the variable configuration.
8. Click into the Default value and paste the REST URL.
9. Click OK.
10. Double-click the Default startpoints step on the process map.
11. In the Properties view select the REST URL and copy it to the Windows clipboard.

12. Close any open process maps in Workbench.


13. Minimize (or close) Workbench.
14. Open a browser window and paste the URL into the Location bar

15. Press Enter or click the Go button in your browser.


16. Enter your Administrator user name and password.
17. Click OK. (The job application form appears in the browser window)
18. Close your browser window. (This will also clear your cashed credentials)

Configuring Services
1. Open a browser and log into the Administration Console (adminui)

2. Click on the Services link.


3. Click on the Applications and Services link.
4. Click on the Service Management link.
5. In the Category filter dropdown choose your AquoOnline application.
6. Click Filter.
7. Click the renderMyForm service link.
8. Choose the Security tab.
9. Set Require Callers to Authenticate to No.
10. Turn on the Specify Run As Checkbox.
11. Set the Specify Run As dropdown to System.
12. Click Save.
13. Click the Service Management link.

14. Repeat the steps to configure the submitJobApplication process for anonymous
access.

15. Click the Home link.

16. Logout of the Administration Console.


17. Return to your renderMyForm REST URL.

18. (The browser should not ask for credentials this time)
19. Click into the Name field and Type: Jason Green
20. Tab twice to the Address field
21. Type: 234 Main Street then press Tab.
22. Type: Atlanta then press Tab.
23. Type: GA then Tab to Zip code.
24. Type: 30303.
25. Scroll down in the form to view the last page.
26. Click Submit.

27. The submit process will return a process ID. (NOTE: Calling a Long-lived process
through REST will only return a process ID. Calling a short-lived process through REST
start points can return a document variable or HTML response. )

28. Close the browser window.


Configuring and Using Watched Folders
1. Log into Workbench and if necessary download your AquoOnline application.
2. Right-click on the Processes folder.
3. From the popup menu choose Import.
4. Under General category choose File System.
5. Click Next>.
6. Next to the From Directory dropdown choose Browse.
7. Navigate to your LiveCycle in a Week exercises folders
8. C:\LiveCycle in a Week\Developing Applications\Lesson 7
9. Click OK.

10. Select the CreateWatermarkedPDF.process


11. Click Finish.
12. Check out and open the new CreateWatermarkedPDF.
13. From the Activity Bar drag down a Start Point onto the process map below the default
startpoint.

14. In the Startpoint Selection dialog choose: Watched Folder.

15. Click OK.

16. Select the new Watched Folder startpoint operation.


17. In the Process Properties view set the following values:
Name: Watched Folder startpoint1
Path: /LiveCycle in a Week/CreateWatermarkedPDF
Domain Name: DefaultDom
User Name: SuperAdmin
Include File Pattern:
Exclude File Pattern: *.exe, *.zip
Result Folder: result/
Preserve Folder: preserve/
Failure Folder: failure/%Y/%M/%D/
Preserver on Failure [On]
Overwrite Duplicate [On]
Filenames
Input Data Filter *.*
docFileToProcess %F.pdf
18. Save and Deploy the Process.
19. Close the CreateWatermarkedPDF process.
20. Minimize Workbench.
21. Using Windows Explorer navigate to the new /LiveCycle in a
Week/CreateWatermarkedPDF folder located on the same drive the Adobe LiveCycle
is installed on. (The watched folder will create a folder structure below the
CreateWatermarkedPDF folder.)

22. Using Windows explorer navigate to: [Drive]:\LiveCycle in a Week\Developing


Applications\Lesson 7.
23. Select and copy the file: bridge.jpg.
24. Using Windows explorer navigate to: [Drive]:\LiveCycle in a
Week\CreateWatermarkedPDF\Input
25. Paste the file. (After a few seconds the file will be removed and passed to the
LiveCycle service)
26. Using Windows explorer navigate to: C:\LiveCycle in a
Week\CreateWatermarkedPDF\result
27. Open bridge.pdf. (NOTE: if the file is not present navigate to the
CreateWatermarkedPDF\failure folder to determine if an error occurred)
28. Close Acrobat/Reader and the result folder Window.