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! XML for content creation Start with XML data, transform and format XML for workflow Use Metadata, Annotations, JDF, etc. in processing XML for transaction data 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 PDF XML forms provides presentation and interaction 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 Forms Definition Format (FDF) Store Acrobat form information Import/export form data Container for annotations – PDF 1.3 %FDF-1.2 %âãÏÓ 1 0 obj<< /FDF<</F(TestFile.pdf) /ID[BIG_NUMBER] /Fields[<</T(Name)/V(Fred J. Gibberish)>>]>> >> endobj trailer <</Root 1 0 R >> %%EOF 6 PDF Forms History bbc XFDF - Acrobat 5 XFDF FDF saved in a XML format Can use standard XML parsers to parse Limited FDF coverage <?xml version="1.0" encoding="UTF-8"?> <xfdf xmlns="http://ns.adobe.com/xfdf/" xml:space="preserve"> <f href="TestFile.pdf"/> <fields> <field name="Name"> <value>Fred J. Gibberish</value> </field> </fields> </xfdf> 7 bbc PDF/ XML Forms Design User-defined XML as forms data Calculations and business logic in JavaScript XML Data mapping and transformation Simple and automatic or very complex (XPATH, XSLT) Use of Industry Standards Tools (like Parsers) Integrate PDF into existing XML workflows XML & PDF together Web Service Interoperability 8 bbc User-defined XML <?xml version="1.0" encoding="UTF-8"?> <Purchase> <LINE_ITEM> <DESCRIPTION>Widget #1</DESCRIPTION> <QUANTITY>10</QUANTITY> <UNIT_PRICE>33.33</UNIT_PRICE> <EXTENDED_PRICE>333.30</EXTENDED_PRICE> </LINE_ITEM> … <SUBTOTAL>509.30000000</SUBTOTAL> <TAX>36.92000000</TAX> <TOTAL>546.22000000</TOTAL> <ORDER_DATE>03/03/2003</ORDER_DATE> <REQUISITION_NO>01-02-03</REQUISITION_NO> </Purchase> 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 May be an industry-standard schema 2. Layout form: create field graphics and background text 3. Create XML description of behavior 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 Adobe PDF/XML Form Designer automates these tasks 11 bbc PDF/XML Form Designer Demo Look at XML form description and resulting PDF 12 XML Workflows bbc Extending the flexibility of XML & PDF Problem PDF is First-Class Package, but… Many systems want to natively store and process XML Solution XML as the “wrapper” With base 64 encoded PDF inside With XML form data directly inside as XML 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 <xdp:xdp xmlns:xdp="http://ns.adobe.com/xdp/"> <config> Configuration Information ……. </config> <template> XML Form Template <subform name="TSP301"> …….. </subform> </template> <xfa:datasets> User XML Data <xfa:data> <TSP301> ……. My xml data </TSP301> </xfa:data> </xfa:datasets> <pdf> Base 64 encoded PDF document ………… </pdf > </xdp> 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 Companion Website Presentation & Samples http://partners.adobe.com/asn/developer/devtour/p dfconf2003.jsp Developer Resources @ Adobe http://partners.adobe.com/asn/webseminars/ http://partners.adobe.com/asn/tech/pdf/training.jsp Understanding WSDL http://msdn.microsoft.com/webservices/understandi ng/webservicebasics/default.aspx?pull=/library/en- us/dnwebsrv/html/understandwsdl.asp 18 bbc Additional Resources XML Resources @ Adobe http://partners.adobe.com/asn/tech/pdf/xml.jsp http://partners.adobe.com/asn/tech/pdf/xmlformspe c.jsp http://www.adobe.com/enterprise/xml.html SOAP Resources http://www.w3.org/TR/soap12-part1/ http://www.xmethods.net/ilab/ Dig Sig Resources http://www.w3.org/Signature/ 19 bbc bc Tools for the New Work™ 20.