bbc

PDF XML Forms Using Acrobat 6.0

Lori DeFurio Developer Evangelist, Adobe PDF Technologies November 2003

1 XML Context bbc XML isn’t one thing!

ƒ XML for content creation ƒ Start with XML data, transform and format

ƒ XML for workflow ƒ Use Metadata, Annotations, JDF, etc. in processing

ƒ XML for transaction data ƒ Use a form to present and interact with data

2 XML For Content Creation bbc Big Picture

Creation Formatting Publish/Display/Process

• Hand Entry • MS Office • PDF • Display • Reuse • FrameMaker • PS • Print • DB or CMS • InDesign • SVG • Distribute • Authoring tool • Quark • HTML • XSL-FO • XSLT, Perl script • Tex • etc XML data Most major Output comes from editing and formats some source formatting capture most tools accept formatting XML data

3 XML For Workflow bbc Big Picture

PDF document moves between processing steps Review & Markup, Print Production, Document Approval, PDF document Business Process

File XML Metadata Workflow Information Attachments

User or tools Other Annotations Application Info manipulate embedded data to track state or other Libraries, Scripts, Servers , etc. information about are used to extract and update workflow information the PDF document within a PDF document.

4 XML For Transactions bbc Big Picture

Initiating system Consuming Initiating system XMLXML Consuming creates data systems creates data DataData FileFile systems processesprocesses datadata

InitiatingInitiating systemsystem ConsumingConsuming createscreates datadata XMLXML systemssystems DataData FileFile processesprocesses datadata

PDF,PDF, UserUser InteractionInteraction throughthrough AcrobatAcrobat ƒ PDF XML forms provides presentation and interaction ƒ PDF and Acrobat offer multiple representations and interfaces to fit the human interaction into the XML workflow 5 PDF Forms History bbc Forms and FDF - Acrobat 4/5

ƒ Forms Definition Format (FDF) ƒ Store Acrobat form information ƒ Import/export form data ƒ Container for annotations – PDF 1.3

%FDF-1.2 %âãÏÓ 1 0 obj<< /FDF<>]>> >> endobj trailer <> %%EOF

6 PDF Forms History bbc XFDF - Acrobat 5

ƒ XFDF ƒ FDF saved in a XML format ƒ Can use standard XML parsers to parse ƒ Limited FDF coverage

Fred J. Gibberish

7 bbc PDF/ XML Forms Design

ƒ User-defined XML as forms data ƒ Calculations and business logic in JavaScript ƒ XML Data mapping and transformation ƒ Simple and automatic or very complex (XPATH, XSLT) ƒ Use of Industry Standards ƒ Tools (like Parsers) ƒ Integrate PDF into existing XML workflows ƒ XML & PDF together ƒ Web Service Interoperability

8 bbc User-defined XML

Widget #1 10 33.33 333.30 509.30000000 36.92000000 546.22000000 03/03/2003 01-02-03

9 Anatomy of a PDF XML form bbc User Interface for XML Data

PDFPDF DocumentDocument User-defined XML form data User XML form data in user schema Form and document XML form Template PDF form content have full fields and fidelity and graphic richness of PDF Digital Signatures page content PDF XML form Template Security Controls defines field mapping and business logic

Save in PDF Export XML Data

Acrobat Submit XML Connect to data to server Web Service

10 bbc Creating PDF/XML Forms

1. Understand XML schema and user interactions ƒ May be an industry-standard schema 2. Layout form: create field graphics and background text 3. Create XML description of ƒ behavior ƒ data binding 4. Create stream with XML and add ‘XFA’ key to Interactive Form Dictionary with as the stream as its value. 5. User XML form data is in the same stream

ƒ Adobe PDF/XML Form Designer automates these tasks

11 bbc PDF/XML Form Designer Demo

ƒ Look at XML form description and resulting PDF

12 XML Workflows bbc Extending the flexibility of XML & PDF ƒ Problem ƒ PDF is First-Class Package, but… ƒ Many systems want to natively store and process XML

ƒ Solution ƒ XML as the “wrapper” ƒ With base 64 encoded PDF inside ƒ With XML form data directly inside as XML ƒ XDP (XML Data Package)

13 XML Data Package (XDP) bbc Using PDF in XML Workflows

User-defined XMLXML DocumentDocument XML form data; directly User XML form data accessible in Form and document XML XML form Template PDF content have full Document fidelity and graphic richness of PDF XML Digital Signatures (encoded in PDF XML form base64) Template accessible in Other XML Data XML

Annotations ADO DB & SOAP Save in PDF Export connection or XDP XML Data XSLT on form data

User-defined XML Acrobat Submit to Connect to server Web Service

14 Interchangeable Data Containers bbc XML Data Package (XDP), PDF

Use XDP when: Use PDF when: • integrating with a • when network band- third party width is limited or file application which is size is important based on XML • publishing large PDF • server side files to the web to take personalization of advantage of the form data is required streaming and before the user random access accesses the PDF capabilities • document is to be • document is packaged stored in an XML with supplementary repository data or images

Both formats are processed by Acrobat

15 XML Data Package (XDP) bbc A Look at XDP

Configuration Information ……. User XML Data ……. My xml data Base 64 encoded PDF document …………

16 Acrobat & Adobe Reader bbc (Forms Client)

Acrobat and Reader Forms Client (XML Forms Plug-In)

S Y Events N C Template H DOM CalculationsCalculations R O XML Form Events ValidationsValidations N DOM DOM I Z Data FormattingFormatting E DOM R

17 bbc Resources ƒ Companion Website ƒ Presentation & Samples ƒ http://partners.adobe.com/asn/developer/devtour/p dfconf2003.jsp ƒ Developer Resources @ Adobe ƒ http://partners.adobe.com/asn/webseminars/ ƒ http://partners.adobe.com/asn/tech/pdf/training.jsp ƒ Understanding WSDL ƒ http://msdn.microsoft.com/webservices/understandi ng/webservicebasics/default.aspx?pull=/library/en- us/dnwebsrv/html/understandwsdl.asp

18 bbc Additional Resources

ƒ XML Resources @ Adobe ƒ http://partners.adobe.com/asn/tech/pdf/xml.jsp ƒ http://partners.adobe.com/asn/tech/pdf/xmlformspe c.jsp ƒ http://www.adobe.com/enterprise/xml.html ƒ SOAP Resources ƒ http://www.w3.org/TR/soap12-part1/ ƒ http://www.xmethods.net/ilab/ ƒ Dig Sig Resources ƒ http://www.w3.org/Signature/

19 bbc bc

Tools for the New Work™

20