adobe livecycle - a brief but thorough introduction

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2006 Adobe Systems Incorporated. All Rights Reserved. 1 Adobe LiveCycle Charles Bihis September 7 th , 2006

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Page 1: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.1

Adobe LiveCycle

Charles BihisSeptember 7th, 2006

Page 2: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.2

About Me

Charles Bihis“Software Developer Intern” with Enterprise and Developer Relations Group @ Adobe

Systems Inc.

4th year student at UBC

Studying Software Engineering

Blog @ adobe.charlesbihis.com

Page 3: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.3

Agenda

Overview of the technologyBroad overview the LiveCycle suite

Individual LiveCycle componentsTalk about 7 of the 11 components in the LiveCycle suite

Interspersed with demos and example uses

Q & A

Page 4: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.4

LiveCycle 101

Enterprise software designed for document services and workflows

Combines the familiar Adobe Reader® software, PDF, and XML standards with powerful workflow capabilities

Uses J2EE on the server sideCompatible on industry-standard servers

Windows, Solaris, Linux & AIX

Can easily integrate into existing .NET or ColdFusion environments

Page 5: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.5

How Can I Run LiveCycle

Supported Web Application ServersWebSphere, JBoss & WebLogic

Supported Operating SystemsWindows, Solaris, Linux & AIX

Supported DatabasesDB2, Oracle 9i, SQL Server 2000 & MySQL 4.1

More info at www.adobe.com/products/livecycle

Page 6: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.6

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 7: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.7

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 8: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.8

LiveCycle Designer

Graphical interface for the design, creation, and maintenance of forms

Forms created are XML-basedLayout is completely XML

Scripting language is FormCalc (Adobe language) or JavaScript

Commonly referred to as “XFA (XML Form Architecture) based forms”

Can import from PDF, Word, and even InfoPath templates

XML forms are “wrapped” inside a PDF file so that they can be opened in Adobe Acrobat or Free Adobe Reader

Cross-platform delivery (Windows, Mac, Linux, Pocket PC)

Facilitates conversion of paper forms to electronic documentsthe “Paperless Office”

Page 9: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.9

Practical Example

Imagine that you are a mortgage broker

People must fill out forms to launch some internal process

Use LiveCycle Designer to create these forms

Page 10: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.10

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 11: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.11

LiveCycle Forms

Use Forms APIs to...Pre-populate fields

Extract data from XFA-based forms

Allows creation of dynamic forms

Since forms are XML base, you can deploy them as…Dynamic PDF files

XML Data Packages (XDPs) for use online

Benefits of deploying as PDFAbliity to save form locally and fill in offline – perfect for longer forms

High-fidelity rendering – PDF forms can look EXACTLY as they do online

Client and server-side validations

Page 12: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.12

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Page 13: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.13

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 14: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.14

LiveCycle Form Manager

Consolidate all of a single user’s forms for access via a web-based portal

Centralizes all of the management of the forms

Provides access and enables forms search through a web interface

Also acts as a repository for all previous forms where you were a participant

Page 15: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.15

LiveCycle Form Manager example

Page 16: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.16

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Bank uses LiveCycle Form Manager to manage forms internally

Page 17: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.17

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 18: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.18

Have PDF and HTML forms for “online” submissions

Use 2D barcoded technology to automate capture of data from printed or faxed forms

Just like barcodes form grocery items, LiveCycle barcodes contain information from the particular form being submitted

Barcode IS an industry standard and not Adobe proprietaryIndustry standard barcode Portable Data File (PDF) 417

Not related to Adobe Portable Document (PDF)

Reduce costly and error-prone manual data entry from printed or faxed submissions

Error-checking incorporated into barcode

More advanced than simple bit-check digit in 1D barcodes

LiveCycle Barcoded Forms

Page 19: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.19

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Bank uses LiveCycle Form Manager to manage forms internally

External users can fill out forms in Adobe Reader, print off forms with barcode, and mail them to the bank to be scanned; data retrievedwithout manual input yet still ensuring client side validation and

Page 20: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.20

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 21: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.21

LiveCycle Document Security

Provides digital signatures and encryption capabilitiesDigitally sign PDF files

Validate digital signatures

Encrypt and decrypt documentsUses 128-bit RC4 with Adobe Acrobat 5.0 and later

Upon encryption, PDF is turned into cipher text and is unreadable without the strong key

Page 22: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.22

LiveCycle Document Security example

Page 23: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.23

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Bank uses LiveCycle Form Manager to manage forms internally

External users can fill out forms in Adobe Reader, print off forms with barcode, and mail them to the bank to be scanned; data retrievedwithout manual input yet still ensuring client side validation

Bank can also accept digital signatures for applications

Page 24: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.24

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 25: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.25

LiveCycle Reader Extensions

Extends a PDF file to allow functionality in Reader that is normally available only in Adobe Acrobat

Active hidden functionality within Free Adobe ReaderEnable end-users to save, complete, sign, and submit PDF documents

Allow mark-ups and commenting

Provide enhanced security with digital signatures

Page 26: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.26

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Bank uses LiveCycle Form Manager to manage forms internally

External users can fill out forms in Adobe Reader, print off forms with barcode, and mail them to the bank to be scanned; data retrievedwithout manual input yet still ensuring client side validation

Bank can also accept digital signatures for applications

Bank applies Reader Extensions to original application form, allowing user to save data from the form locally

Page 27: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.27

LiveCycle Products

LiveCycle is an umbrella term for a suite of productsLiveCycle Designer

LiveCycle Forms

LiveCycle Form Manager

LiveCycle Barcoded Forms

LiveCycle Document Security

LiveCycle Reader Extensions

LiveCycle Workflow

Other LiveCycle productsLiveCycle Policy Server

LiveCycle PDF Generator

LiveCycle Assembler

LiveCycle Print

Page 28: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.28

LiveCycle Workflow

Can put together end-to-end workflows incorporating people, systems, documents and even web services

Has intuitive visual tools; no need to code out the workflow

Uses industry standard technologies, such as PDF, J2EE, XML, andWeb services

Makes LiveCycle Workflow highly scalable and easily integrated into any infrastucture

Optimizes the business process so that the correct people handle the correct documents

Page 29: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.29

LiveCycle Workflow example

Page 30: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.30

Practical Example

Create forms using LiveCycle Designer

Use LiveCycle Forms to render the forms as HTML or PDF for deploying to clients or other employees

Bank uses LiveCycle Form Manager to manage forms internally

External users can fill out forms in Adobe Reader, print off forms with barcode, and mail them to the bank to be scanned; data retrievedwithout manual input yet still ensuring client side validation

Bank can also accept digital signatures for applications

Bank applies Reader Extensions to original application form, allowing user to save data from the form locally

Adobe LiveCycle Workflow routes banking application to the right people at the bank

Page 31: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.31

Q & A

Page 32: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.32

Better by Adobe™

Page 33: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.33

LiveCycle Policy Server

DRM for your documents

Enforce security policies on documents at any time, even AFTER distribution

Reduce risks in distributing confidential information

Control document access and usage rights online or offline

Know when a document has been viewed, printed, or altered

Page 34: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.34

LiveCycle PDF Generator

Speed up deployment of PDF file generation

Optimize enterprise PDF file generation by keeping a centralizedadministrative console to manage conversion jobs and statistics

Page 35: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.35

LiveCycle Assembler

Assemble, disassemble, and manipulate PDF documents

Adapt current PDF documents by applying customizations, such as watermarks, headers, images, or more content

Automate creation of similar types of documentse.g. customer invoices

e.g. marketing materials

Page 36: Adobe Livecycle - A Brief But Thorough Introduction

2006 Adobe Systems Incorporated. All Rights Reserved.36

LiveCycle Print

Used in conjunction with LiveCycle Forms

Dynamically print customized forms

Automate combination of XML data and XFA template before sending to the printer