Become certified in process automation

Become certified in process automation
Becoming Process Automation ACE Certified
A how-to guide on the process of becoming ACE certified and receiving
the prestigious LiveCycle Developer: Process Automation certification.
Table of contents
1
Introduction
2
The exams
3
Registration and
Scheduling
4
Prepare for the
exam
9
Write the exam
10
Get your
certificate and
logo
10
Discount Codes
10
Web links
Introduction
An Adobe Certified Expert (ACE) is a person who has demonstrated a professional level in proficiency with one
or more Adobe software products. To become an ACE, you must pass one or more product-specific proficiency
exams and agree to the ACE terms and conditions.
There are many ACE certifications available from Adobe. This document focuses on a single ACE certification
from the Adobe® LiveCycle® Developer track, Process Automation.
Why become an ACE?
As an individual, an Adobe Certified credential allows you to:
• Differentiate yourself
• Get your résumé noticed
Web Links
Adobe Certifications
Process Automation
ACE Exam Preparation
Guide
Core ACE Exam ACE
Exam Preparation
Guide
Pearson VUE Testing
Center
• Gain recognition from your manager
• Receive social and monetary recognition
As a manager, use the Adobe Certified credential as a benchmark so you can:
• Find the right person for the job
• Quickly assess candidate skill levels
• Invest in and promote your most promising employees
As an organization, you can:
• Attract and win new business
• Find the right person for the assignment or customer requirement
• Prove your worth as a department or consulting organization
• Maintain your partner or developer status with Adobe
• Leverage the power of the Adobe brand
The exams
Process Automation certification requires that you write and pass two specific exams. The first and most
important of the exams is the Adobe® LiveCycle® Enterprise Suite (ES2) Core ACE Exam, which is the starting
point and requirement of most of the LiveCycle ACE certifications. Following the Core exam you will need to
pass the LiveCycle ES2 Process Automation ACE exam.
Adobe LiveCycle ES2 Core ACE Exam 9A0-136
If you have been exposed to LiveCycle server technology for at least one year with hands-on development
experience on customer projects or proofs of concept, it is highly likely that you will be able to write and pass
this exam with only a simple review of the preparation guide and the associated product documentation
related to each of the topics.
LiveCycle ES2 Core ACE Exam 9A0-136
Topic
% of Exam
# of Questions
Understanding LiveCycle
12%
7
Understanding form types
8%
4
Creating and managing applications
12%
7
Understanding roles and permissions
6%
3
Designing processes
21%
11
Interacting with backend systems
9%
5
Creating and consuming custom components
8%
4
Working with events
8%
4
Securing and consuming endpoints
8%
4
Monitoring and troubleshooting processes
8%
4
Adobe LiveCycle ES2 Process Automation ACE Exam 9A0-137
The Process Automation exam requires a working of BAM and Content Services and related LiveCycle
services.
LiveCycle ES2 Process Automation ACE Exam 9A0-137
Topic
% of Exam
# of Questions
Using Workspace
23%
6
Working with users
26%
7
Monitoring business processes
12%
3
Working with dashboards
12%
3
Interfacing with content management systems
8%
2
Working with LiveCycle Contentspace ES2
19%
5
2
Becoming an ACE
Step 1: Registration and scheduling
ACE exams are administered by Pearson VUE, an independent third-party testing company with testing
facilities offered at over 5,000 authorized testing centers in over 100 countries. The certification exam fee is
$150 US for the Core exam and $55 US for the Process Automation supplementary exam.
Online scheduling with Pearson VUE is a two part process. The first step is to create a web account which
contains your user profile. When you have completed the first step, you will receive an e-mail that allows you
to continue to the second step. In many cases, you will be able to schedule your test immediately after creating
a web account. The second step is to schedule (and, if necessary, pay for) your testing appointment.
a. Create a new web account
Before you can schedule your certification or test appointment online, you must first create a web account with
Pearson VUE. This is not related to your Adobe ID.
Visit the Pearson VUE web site to register online at http://www.vue.com/adobe/.
For more information on the web account process, refer to the help provided by Pearson Vue on the Pearson
website at http://www.pearsonvue.com/reg_guide/capva/
b. Schedule a test appointment
Once you have your Pearson VUE web account username and password, you can proceed to schedule an
appointment by signing in to your account. Payment, if required, must be made at the same time as scheduling
your exam appointment.
The testing program should have been automatically selected for you if you started the registration process
from the http://www.vue.com/adobe/ URL. If not, when prompted, select “Adobe” as the Test Program.
To become Process Automation ACE Certified you will need to schedule
the 9A0-136 Adobe LiveCycle ES2 Core ACE Exam and 9A0-137 Adobe
LiveCycle ES2 Process Automation ACE Exam. It is suggested that you
do not take both exams at one sitting and schedule the Core exam first.
Next, you can choose the test center for your exam. You begin by
searching for test centers using geographical criteria: country, city, and/
or ZIP/postal code. Once you have found the testing centers in your
area, be sure to select more than one center to provide you with greater
scheduling flexibility. Selecting only one testing center may provide you
with a limited testing schedule.
Now, you will choose the date and time of your exam appointment and select the appropriate time and date.
Next, you will see your test appointment selected, and the amount to pay shown below it. Your contact details
are also shown on the review page. If you have a voucher or promotion code to apply to your exam, this is also
the place to enter it.
After you have clicked the “Confirm Order” button , an e-mail confirming your test appointment will be sent to
the e-mail address in your profile. As with your password e-mail, it should arrive almost immediately.
After you have scheduled your exam, it will immediately appear on the Current Activity screen under Future
Appointments. If you need to reschedule or cancel your exam, you can access these links from here.
For more information on creating appointments, refer to the help provided by Pearson Vue on the Pearson
website at http://www.pearsonvue.com/reg_guide/schedule/.
When you complete your registration on the Pearson site and schedule an exam, you will provided with a
Candidate ID, Registration Number, Test Date, and Site Number. You must take note of this information, as it
will be required when you wish to access your certification benefits.
3
Step 2: Prepare for the exam
Certification exams are computer-delivered, closed-book tests consisting of multiple-choice questions. Each
exam takes one to two hours to complete and results are given to you at the testing center immediately after
you finish.
At least one month prior to the exam, review both the Core and Process Automation preparation guides. These
documents include additional details around the questions that may be asked during the exam and will help
direct you to the topics you will need to study.
ore ACE Exam Preparation Guide
C
http://partners.adobe.com/public/en/ace/ACE_Exam_Guide_LiveCycleEX2_Core.pdf
rocess Automation ACE Exam Treisman Preparation Guide
P
http://partners.adobe.com/public/en/ace/ACE_Exam_Guide_LiveCycleEX2_ProcessAutomation.pdf
Suggested study materials
This list provides you with some of the suggested reading materials that should be reviewed prior to taking
each of the exams. This list is not all-inclusive.
Adobe LiveCycle ES2 Core ACE Exam 9A0-136
Understanding LiveCycle
• LiveCycle ES2.5 Glossary
http://help.adobe.com/en_US/livecycle/9.0/glossary.pdf
• Understanding LiveCycle ES2′s Application Model, by Craig Randall
http://craigrandall.net/archives/2010/05/livecycle-es2-app-model/
• LiveCycle ES2.5 Overview
http://help.adobe.com/en_US/livecycle/9.0/overview.pdf
• LiveCycle® ES2.5 Services
http://help.adobe.com/en_US/livecycle/9.0/services.pdf
Understanding form types
• Adobe LiveCycle Designer ES2 (Getting Started, Introducing Forms and Form Designs, About Forms)
http://help.adobe.com/en_US/livecycle/9.0/designerHelp/index.htm
• The Difference Between Static and Dynamic, by Lee Sutton
http://blogs.adobe.com/asktheexperts/2009/09/the_difference_between_static.html
• Understanding the Differences Between Static and Dynamic PDF Forms
http://help.adobe.com/en_US/livecycle/8.2/static_dynamic_diffs.pdf
Creating and managing applications
• Managing Processes
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=000276.html
• Moving Applications into Another Environment
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=MovingApplications.html
• Creating Your First LiveCycle Application
http://help.adobe.com/en_US/livecycle/9.0/createfirstapp.pdf
Understanding roles and permissions
• Managing Roles and Permissions
http://help.adobe.com/en_US/livecycle/9.0/programLC/help/index.htm?content=001036.html
4
Designing processes
• Processes, Orchestrations, Services, and Other Confusing Terminology, by Howard Treisman
http://avokahhh.wordpress.com/category/livecycle/designing-processes/
• Designing Human-centric Processes
http://help.adobe.com/en_US/LiveCycle/9.5/WorkbenchHelp/WS92d06802c76abadb-1cc35bda128261a20dd-7ff4.html
• Process Design Guidelines
http://help.adobe.com/en_US/LiveCycle/9.5/WorkbenchHelp/WS92d06802c76abadb-1cc35bda128261a20dd-7f1f.html
Interacting with back-end systems
• Invoking Web Services Using Custom Components, by Scott Macdonald
http://www.adobe.com/devnet/livecycle/articles/extend_webservices.html
• How Many Ways Can You Call a Web Service, by Gary Gilchrist
http://highway101.wordpress.com/2008/04/23/how-many-ways-can-you-call-a-web-service/
http://highway101.files.wordpress.com/2008/04/ws2.pdf
Creating and consuming custom components
• Creating Components that Use Custom Data Types
http://help.adobe.com/en_US/livecycle/9.0/programLC/help/index.htm?content=001404.html
• Developing Components
http://help.adobe.com/en_US/livecycle/9.0/programLC/help/001379.html
• Adobe LiveCycle Workbench ES Component Development Tool (install and experiment with this tool)
http://labs.adobe.com/downloads/lcwcdtool.html
• Ask the Experts - Creating Custom Components
http://my.adobe.acrobat.com/p55088169/
Working with events
• Ask the Experts - An Introduction to LiveCycle Events
http://my.adobe.acrobat.com/p64436123/
• Catching Event Throws
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=000113.html
• Controlling Process Flow Using Events
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=003013.html
• Throwing Events
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=000111.html
Securing and consuming endpoints
• Managing Endpoints
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000541.html
• Configure General LiveCycle ES2 Settings
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000006.html#1553392
• Configuring Watched Folder Endpoints
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000106.html
• Modifying Security Settings for a Service
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000141.html#1592362
5
Monitoring and troubleshooting processes
• Health Monitor
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000376.html
• Working with Stalled Operations and Branches
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000357.html
• Configuring Notifications for Administrators
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000342.html
• Configuring LiveCycle Process Management ES2
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000337.html
• Working with Process Instances
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000346.html
• Debugging Processes in LiveCycle Workbench ES - Record and Playback, by Gilbert Yu
http://blogs.adobe.com/livecycledocs/2008/07/debugging_processes_in_livecyc.html
• Opening Recordings in Playback Mode
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=000373.html
Adobe LiveCycle ES2 Process Automation ACE Exam 9A0-137
Using Workspace
• Customizing the LiveCycle Workspace ES User Interface
http://help.adobe.com/en_US/livecycle/es/customizeworkspaceui.pdf
• LiveCycle Workspace ES in a Nutshell, by Gilbert Yu
http://blogs.adobe.com/livecycledocs/2008/10/livecycle_workspace_es_in_a_nu.html
• What do the LiveCycle ‘Process Fields’ Really Do, by Howard Treisman
http://www.avoka.com/blog/?p=203
• Best Practices for Workspace ES2
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=001009.html
Working with users
• Assign Multiple Tasks Operation
http://help.adobe.com/en_US/LiveCycle/9.5/WorkbenchHelp/WS92d06802c76abadb-1cc35bda128261a20dd-7e51.html
• Involving Users in Processes
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=involveusers.html
• Just-in-Time Provisioning of LiveCycle ES2 users
http://kb2.adobe.com/cps/874/cpsid_87493.html
• Default LiveCycle ES2 Roles
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=000077.html#1573703
• Performance Appraisal (LiveCycle ES2 Product Sample)
http://help.adobe.com/en_US/livecycle/9.0/samples/ApplicationPerformanceAppraisal.html
• About Administering User Management
http://help.adobe.com/en_US/livecycle/9.0/adminHelp/admin.htm?content=context_1.html
Monitoring business processes
• Using Business Activity Monitoring ES Workbench
http://help.adobe.com/en_US/livecycle/es/workbench.pdf
• Ask the Experts - An Introduction to BAM
http://my.adobe.acrobat.com/p83262604/
6
Working with dashboards
• Dashboards at a Glance
http://help.adobe.com/en_US/livecycle/9.0/bamHelp/obi_id665dashboardsataglancen.
html#DashboardsataGlanceN5008D
• Configure the Dashboard Layout and Contents
http://help.adobe.com/en_US/livecycle/9.0/contentspaceEUHelp/help.htm?content=000027.html
Interfacing with content management systems
• Understanding the LiveCycle interface
http://help.adobe.com/en_US/livecycle/9.0/contentspaceEUHelp/000021.html#1601738
• Ask the Experts - Programmatically accessing Adobe LiveCycle Content Services ES2
http://my.adobe.acrobat.com/p28964807/
• Preserving Process Results Using the Archive Wizard
http://help.adobe.com/en_US/livecycle/9.0/workbenchHelp/help.htm?content=001453.html
Working with Content Space
• Getting Started with LiveCycle Contentspace ES
http://help.adobe.com/en_US/livecycle/9.0/contentspace_gettingstarted.pdf
• Change the Appearance of a Space
http://help.adobe.com/en_US/livecycle/9.0/contentspaceEUHelp/help.htm?content=000023.
html#1579336
• Adding Content Items to a Space
http://help.adobe.com/en_US/livecycle/9.0/contentspaceEUHelp/help.htm?content=000046.
html#1593165
• Automatically Numbering Documents Uploaded to LiveCycle Contentspace ES2, by Yogesh Bahuguna
http://www.adobe.com/devnet/livecycle/articles/autonumbering_docs.html
Suggested work exercises
In addition to the suggested reading materials, this list provides you with some work activities for you to
complete in advance of the exam. This list is not all-inclusive.
Adobe® LiveCycle ES2 Core ACE Exam 9A0-136
Understanding LiveCycle
• Open LiveCycle Workbench ES2 and open the Services view to review the service hierarchy and operation
names.
Understanding form types
• From within Workbench, create both a static and dynamic PDF form with JavaScript functionality that
makes certain fields appear and disappear. Note the differences between static and dynamic documents.
• Create and use both PDF and XDP’s in a process inserting and collecting data from both types of forms
within your process.
Creating and managing applications
• Create a new application with numerous folders and versions within it’s hierarchy.
• Create a LiveCycle archive from an application and then import and activate this archive on another
server.
7
Understanding roles and permissions
• Integrate your LiveCycle server with a local LDAP server and synchronize users and groups.
• Create a local domain group and user, then add the new user to the group. Ensure all users in the new
group can access services of LiveCycle and initiate processes from Workspace.
• Create a process and assign a task to both the user and the group you created using both queue and
random user assignments.
Designing processes
• Create a long-lived process that calls a short-lived process from within its workflow. The short-lived
process should receive two numeric parameters and return one numeric parameter. The short-lived
service will add the numeric input parameters together and return the result to the long-lived process.
Interacting with back-end systems
• Modify the short-lived process to create a record in a local table writing the two input parameters to the
table each time the process is called.
• Call the short-lived process you created from a dynamic PDF form by invoking the Web Service operation
created automatically by LiveCycle. This should allow the user to enter the 2 input parameters into the
form with the result automatically being displayed when the user exits from the second input field.
• Create a short-lived process that calls the number-adding process you created in a previous step using
Invoke Web Service operation and the WSDL interface created automatically by LiveCycle.
Creating and consuming custom components
• Create a custom component that receives a single input parameter and returns a result string with “Hello
<inputParameter>” when called. Install and call this custom component from a long-lived process.
• Create a long-lived process that calls your custom DSC while record and playback is active. View the
changes in any variables you create as you step through the recorded process.
Working with events
• Create a short-lived process that is executed when a custom event is called. This process will receive two
numbers which will be added together with the result being written out to the file system as a text file.
• Create a short-lived process that initiates the previous process by creating a custom event passing the
required parameters.
Securing and consuming endpoints
• Create a short-lived process that calls the number-adding process you created in one of the previous
exercises using Invoke Web Service operation and the WSDL interface created automatically by LiveCycle.
• Use the LiveCycle Administration Console to ensure that the service may only be called by one specific
user. Observe the results when accessing the service as both an authorized and unauthorized user.
Monitoring and troubleshooting processes
• Use the LiveCycle Health Monitor to review the memory usage of the JVM hosting LiveCycle.
• Create a short-lived process with two services. Add a defect to the second service to ensure the process
will stall when called. Call the defective process from another process. Ensure that notification e-mails are
sent by the server for the stalled process. Correct the defect. Using the Administration Console, find the
stalled process and retry the operation.
8
Adobe LiveCycle ES2 Process Automation ACE Exam 9A0-137
Using Workspace
• Create a long-lived process that exposes a custom variable to Workspace users.
• Create a customized version of the Workspace interface replacing the ES2 logo on the login and main
Workspace displays with an image of your choosing.
Working with users
• Create a long-lived process that includes an XDP that allows a Workspace user to initiate the form and
have the XDP approved by 4 users determined by the form itself. The process will assign the task to all 4
users and will send an approval e-mail to the initiating user if more than 50% of the assigned users
approve the task.
Monitoring business processes
• Create a long-lived process that is displayed on the BAM dashboard
• Publish a custom variable to the BAM dashboard from a long-lived process.
• Provide access to a specific set of users to both administer and use the BAM interface.
Working with dashboards
• Change the default properties for a specific user.
Interfacing with content management systems
• Review the list of supported 3rd party content management systems from within Workbench.
• Create a long-lived process that renders an XDP to a user through Workspace, once submitted, this XDP is
rendered into a PDF and flattened. The process writes both the flattened and rendered PDF document to
Content Services. The file name added to Content Services is determined by the user within the form.
Working with Content Space
• Using the web interface to Content Services, create a new space and add documents to this space. Add a
rule to the same space that automatically adds the versioning aspect to documents added.
Step 3: Write the exam
Exams are held in the physical training location you selected booking the exam on the Pearson VUE site. To
review your schedule or find directions, return to the Pearson VUE web site online at http://www.vue.com/
adobe/.
Certification exams are computer-delivered, closed-book tests, consisting of multiple-choice questions.
Depending on the location selected, you may not be able to bring any personal items into the testing room.
These items may include but not be limited to watches, mobile phones, and PDAs, so be sure to leave these
types of items at home or in a secure location for the duration of the test.
After completing the exam you will be notified immediately of the results of a pass or failure. Once you exit the
exam room you will be provided with a document noting your grade and the testing results for each section of
the exam. The document also includes very important information that you will require to obtain the ACE
logo assets and testing results online.
9
Step 4: Get your certificate and logo
After passing both exams your official certificate will arrive 7 to 10 days
following the last exam to the e-mail address you used to register for
the exams. Be sure that you add the e-mail address “[email protected]
net” to your authorized sender list as to not be caught by any spam
filters. This e-mail will include an official PDF of your certificate that you
may print, frame, and display in your work area.
To obtain your logo and review your credentials you may visit the
Adobe Certified community at http://www.adobe.com/support/certification/community.html.
Once you have passed the two required exams, the Adobe Certified community provides you with the links
where you can:
• Verify exam results
• Get a copy of the Certification Agreement
• Download your Adobe Certified logo
• Update your profile
Before obtaining your credentials and logo you must create a Web
Login specific to the certification system. This is not your Adobe ID. The
details required to complete the Web Login are provided on the
document you were given following the completion of your exam.
Additional resources
Discount Codes
Members of the LiveCycle users community may obtain a 50% discount when writing LiveCycle exams. Visit
https://www.livecycleusers.com/benefits/livecycle-user-benefits.html to register and obtain the discount code.
Web links
dobe Certifications Home Page
A
http://www.adobe.com/support/certification/ace.html
rocess Automation ACE Exam Preparation Guide
P
http://partners.adobe.com/public/en/ace/ACE_Exam_Guide_LiveCycleEX2_ProcessAutomation.pdf
We welcome your ideas and
comments. Please send any
feedback on this technical
guide or suggestions for
other topics to:
[email protected]
ore ACE Exam ACE Exam Preparation Guide
C
http://partners.adobe.com/public/en/ace/ACE_Exam_Guide_LiveCycleEX2_Core.pdf
earson VUE Testing Center
P
http://www.pearsonvue.com/Adobe/
Adobe Enterprise Business Partners
For more information and
additional product details:
http://www.adobe.com/
devnet/livecycle/
By December 31st, 2011 all enterprise-level Adobe business partners will be required to have at least four
ACE-holding employees to maintain their partner status. These employees may be full time or contractual, but
may not allocate their ACE certification to more than more employer at any one time.
Support
For certification support, please send an e-mail to any of these regional certification-specific help channels:
North America – [email protected], EMEA – [email protected], APAC – [email protected],
and Japan - [email protected]
Adobe Systems Incorporated
345 Park Avenue
San Jose, CA 95110-2704
USA
www.adobe.com
Adobe, the Adobe logo, Flex, LiveCycle, PostScript, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other
countries. All other trademarks are the property of their respective owners.
© 2010 Adobe Systems Incorporated. All rights reserved. Printed in the USA. 12/10 - Dec/09/2010
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