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Process of Setting Up Adobe Forms Integration

This section lists the tasks typically performed by administrators when setting up Adobe forms integration. Your organization may follow a different process according to its business requirements.

Figure 2 shows the system processes that occur, from the design process through end user generation of forms, when implementing Adobe forms integration with Siebel application data.

NOTE:  Administrators can generate a schema, and then import and map to fields on a PDF using either XSD or XML data. In this process, XML is used in the procedures.

Administrator Procedures

The following list shows the tasks that administrators typically perform to set up Adobe forms integration:

1. Install the required Adobe software. For more information, see Preparing for Adobe Form Integration Setup.
2. Using Siebel Tools, create the Adobe Web Service. For more information, see Creating the Web Service for Adobe Forms Integration.
3. Configure the Adobe Web Service. For more information, see Configuring the Web Service for Adobe Forms Integration.
4. (Optional) If forms integration functionality is required for business objects other than those that are preconfigured for Public Sector, use Siebel Tools to add Adobe form integration functionality. For more information, see Enabling Forms Integration for Additional Applets Using Siebel Tools.
5. During the design process, use Siebel Tools to create an integration object for the selected business component. For more information, see Creating an Integration Object for Adobe Forms Integration.
6. In Siebel Public Sector, a preconfigured PUB Immigration Contact integration object is provided. For core Siebel Business Applications (non-industry specific), a Sample Contact integration object is provided. Verify that both objects are active; the Inactive check box flag should be deselected.
7. Generate the XML schema document. For more information, see Generating an XML Schema for Forms Integration.
8. In Adobe Forms Designer, import the XML schema, and then map the schema to fields on the PDF form. For more information, see Mapping the XML Schema to the PDF Form Using Adobe Designer.
9. In the Siebel application, create a form record pointing to the PDF file. For more information, see Creating the Form Record Referencing the PDF File.

End-User Procedure

End users typically perform the following task to use Adobe forms integration:

• Generate a form from the Siebel application record. A copy of the PDF form is stored in the Attachments view of the record. For more information, see Generating a Form Using a Siebel Record (End User).

Figure 2. Adobe Forms Integration Process Flow