LiveCycle Process Management ES2 Upgrade Center

• Codeless RIA development: With the new model-driven development capabilities in Process Management ES2, business analysts can now develop fully functional and intuitive rich Internet application (RIA) guides for capturing data. For example, an analyst defines the data model and adds behaviors to it, such as validations, derived properties (e.g. email= first.last@company), and filtering. Then, when the data model is deployed to the server, services are automatically created on-the-fly for managing the data (create/update/delete/validate/calculate derived properties, etc.) By dragging and dropping a data object such as customer list onto a table UI control, the table is automatically bound to these services, creating a fully working UI with no coding.
  
  In addition, analysts can simply use the data model they defined and use an RIA wizard to generate rich guides from it with no coding, making it simple for analysts to design not only process flows, but working and intuitive user interfaces as well.
• Empower business users to define ad-hoc content reviews: In conjunction with other LiveCycle ES2 modules — PDF Generator, Reader® Extensions, Rights Management, and Content Services — Process Management enables business users to manage ad-hoc content reviews without involving IT. Using an intuitive interface, users can publish content, create a list of reviewers (including ones outside the organization), and define approval stages, deadlines, and escalation guidelines. The content is then automatically converted to PDF, enabled for inline commenting, rights protected, and distributed. Users can monitor and modify the process at any time.
• Access to worklists from mobile devices: Process Management ES2 enables business users to use native clients on iPhone and BlackBerry® devices to manage their task lists. Capabilities include the ability to view the lists, search for key tasks, view summaries of detailed tasks, open flattened PDF attachments, and approve, reject, or delegate tasks to others for speedy completion.
• E-mail-based routing ("Reply-to-complete"): Users can review, approve, or reject tasks through any e-mail client without requiring any additional software, making participation in processes extremely easy.
• Large-team development support: Process Management ES2 provides access control in the design-time environment, as well as check-in/check-out capabilities.
  
  In addition, the following capabilities were introduced with LiveCycle ES Update 1, offering additional functionality to customers currently using the LiveCycle ES version of this software.

• Business calendars: Tasks within business processes are normally created with predefined time for completion, reminders, and escalation rules. For example, a task has to be completed within five business days and if escalated to a manager then the manager needs to complete it within two business days. Administrators can create business calendars configuring nonworking days and map these to specific people based on their location, business unit, and so forth. For example, a business calendar can be configured that defines nonworking days such as Saturdays/Sundays and holidays such as New Year's Day. When tasks are scheduled, these nonworking dates are taken into account. Multiple business calendars can be configured for geographies such as North America or Europe or based on organizational structures such as the Customer Support business calendar.
• Initiate from archive: Working in LiveCycle Workspace, users can easily initiate new processes by reusing information contained in a previously archived form.
• Out of office: Working in LiveCycle Workspace, users can define when they are out of the office and either delegate tasks or keep them in a task list.
• Additional LiveCycle Workspace enhancements: Other new enhancements include Windows single sign-on, enabling users to navigate to the application without reauthentication; accessibility enhancements that help ensure a productive experience when engaging with the application through assistive technology such as screen readers; and the ability to view the application through the Safari browser or integrate it as a portlet within a SharePoint portal.

• Take advantage of a single, unified authoring tool with versioning, check-in/checkout, and granular access controls for creating PDF forms, Output templates, form guides, business processes, and Java™ components.
• Design easy-to-use Guides with a Guide Builder perspective that allows you to quickly create an Adobe Flash® technology–based application that guides the user through a typical data capture process such as an online form.
• Streamline development by using a common data model that enables developers to write applications at a higher level, reducing the amount of code and simplifying data integration in the development of your application.
• Dynamically create sophisticated document packages and interactive PDF Portfolios.
• Simplify testing and deployment by previewing your business process, including testing form and Flex® user interfaces, and recording the process results.
  
  In addition, the following capabilities were introduced with LiveCycle ES Update 1, offering additional functionality to customers currently using LiveCycle Workbench ES.
• Debug your LiveCycle ES applications by recording your processes as they're executed on the server. If you come across a problem during development, play the recordings back to see the routes that your process took and the values of variables at each step.
• Use the new Process Validation feature to make sure that your processes are well formed before deploying them to the server.
• Find the services and properties you need more quickly.

• Reference real-time graphical server health statistics within the LiveCycle administration UI.
• Work in maintenance mode to streamline and reduce operational costs from upgrades or system maintenance by suspending all asynchronous operations.
  
  In addition, the following capabilities were introduced with LiveCycle ES Update 1, offering additional functionality to customers currently using the LiveCycle ES version of this software.
• Scripted deployment lets you automate and maintain applications from development to staging to production.
• Enable script-based deletion of completed processes that are no longer needed.
• Take advantage of enhanced backup and restore services to better support 24x7 environments.
• Provide support for single sign-on, Microsoft Active Directory referral, Domino LDAP, and other services.
• Monitor LiveCycle ES applications using third-party tools more easily thanks to JMX support.

• IBM WebSphere 7.0
• Oracle WebLogic 10gR3
• JBoss EAP 4.3

In addition, the following support was added with LiveCycle ES Update 1.

• Support for new versions of Adobe clients, including Adobe Reader 9, Acrobat® 9, Flash Player 9, and Adobe AIR®
• Updated support for enterprise platforms

• Find a U.S. or Canadian contact
• Find an international contact

• Speed: Enterprise customers require technology solutions that can change as quickly as their processes demand. Adobe's intuitive design tools and SOA-based architecture provide a flexible platform that enables customers to rapidly design, integrate, deploy, and manage any business process.
  1. Adobe LiveCycle Workbench ES2 software makes it easier to quickly develop processes using the drag-and-drop tool.
  2. LiveCycle Business Activity Monitoring (BAM) ES2 makes it easier to track business processes, audit, and provide management dashboards on business process status.
  3. LiveCycle Workspace ES2 makes it easier to manage and deploy business processes, and it allows people to initiate and participate in those processes.
• Scalability: Today's systems must scale to support mission-critical deployments, requiring enterprise process management. Process Management ES2 is a Java 2 Enterprise Edition (J2EE) solution with an intuitive development environment and enterprise business process management (BPM) features.
• Standards: Enterprise customers require that their solutions interoperate with existing infrastructure and emerging SOA standards. Process Management ES2 is based on industry-standard technologies BPMN, J2EE, XML, and Web Services.
• Extensibility: Process Management ES2 is one module in the larger Adobe LiveCycle Enterprise Suite 2. Used in combination with other modules, it enables organizations to develop end-to-end business processes within and beyond the firewall that blend data capture, information assurance, document output, and content services.

• Find a U.S. or Canadian contact
• Find an international contact

• Current-state analysis: Adobe Professional Services works with you to complete an initial determination of the size, complexity, and business requirements of the application(s) to be migrated and to identify the optimal timing and scope of the on-site migration assessment visit.
• Migration assessment: Adobe works with your team to conduct an on-site migration assessment that includes a review of the desired infrastructure; knowledge and skillsets around the new technologies; transition issues; dependencies; use of existing Adobe LiveCycle server software; and current form-rendering methods, clients, and requirements.
• Migration plan development: Based on the migration assessment, Adobe helps you develop a migration plan. This plan provides a business case for the migration and expected benefits, an impact assessment on the existing infrastructure, recommendations on the desired future state of the application, and an upgrade roadmap, including the recommended sequence of activities and the estimated effort involved to complete the migration.

The following checklist provides some suggestions on steps to take when migrating to Process Management ES2. While each migration process will be unique, these general guidelines help you understand the steps involved.

• End-user training on LiveCycle Workspace ES2 and LiveCycle BAM ES2 Standard software
• Business analyst and developer training to build familiarity with tools such as LiveCycle Workbench ES2 and the Workbench in LiveCycle BAM ES2
• Administrator training to gain knowledge of deploying and administrating a J2EE application server

Process Management ES2 requires an application server, an enterprise database, and a directory server for deployment. LiveCycle ES2 supports a large number of platform combinations. Before deploying Process Management ES2, you'll need to learn about requirements for scaling and sizing; platform selection, including operating system, database, and SQL database; and directory server selection.

• Process conversion: Process migration requires redevelopment of the process within Process Management ES2.
• Forms conversion: Form designs created in previous versions of Adobe Form Designer, Adobe Designer, Adobe Acrobat 6.0, or Delrina FormFlow software must be converted to the XDP file format and the XFA object model before they can be used.
• Reporting conversion: Use LiveCycle BAM ES2 to redevelop existing reports to real-time dashboards.
• Client software: You'll need to migrate from Web Access and Form Manager 6.0 to LiveCycle Workspace ES2. The existing database and audit trails will also need to be archived.