Configuring Adobe Experience Manager

You are reading the Adobe Experience Manager 5.6.1 version of Configuring Adobe Experience Manager.
This documentation is also available for the following versions: AEM 5.6  CQ 5.5  CQ 5.4  CQ 5.3 

Adobe Experience Manager (AEM) is installed with default settings for all parameters which allows it to run "out of the box". However, you can configure AEM for your own specific requirements.

There are many aspects of AEM that can be configured:

  • Some are commonly configured for every project installation and must be reviewed to confirm whether or not they are applicable to your project.
  • Further configurations may be common though not imperative; related to features, or system performance and stability.
  • Others are only required for certain optional features of AEM (these are documented together with the appropriate feature).

Depending on the specific configuration these changes can be made by using either the:

  • Adobe CQ Web Console
    This is a standard location for configuring OSGi bundles and services.  
    See Configuring OSGi for further details and recommended practices.
  • Repository (CRX)
    A sub-set of OSGi configurations are available in the repository. This ensures that copying, or replicating, repository contents recreates identical configurations. You can also add your own configurations, dependent on run-mode, to the repository.
    See OSGi Configuration in the Repository and in particular Adding a New Configuration to the Repository for further details.
  • File system
    A few configuration files reside within the file system.
  • AEM WCM
    Various aspects can be configured within AEM WCM itself, many using the Tools console; for example, replication agents.

Note

When working with Adobe Experience Manager, there are several methods of managing the configuration settings for OSGi services (console or repository nodes).

See Configuring OSGi for full details.

Note

Configuring AEM is straightforward, but you must be aware that:

Certain changes can have a major impact on the application(s). For this reason, ensure you have the necessary experience and knowledge before you start to configure AEM, and make only the changes which you know are required. Any changes made via the OSGi console are immediately applied to the running system (no restart is required).

Primary Configuration Considerations

This list details the primary areas that are commonly configured for every new project. Not all are needed, but the list must be read and reviewed to see what is applicable to your project.

The list gives a short overview of each configuration aspect, together with links to the pages that provide full details.

Security Checklist

Several key configuration issues are listed in the Security Checklist. Please ensure that you read this and take any action necessary for your installation.

Configuring the Default UI - Touch-Optimized or Classic

There are two UIs available for use in AEM:

  • The touch-optimized UI has been introduced in AEM
  • Though the classic UI is still fully operational

The touch-optimized UI introduces new versions of the consoles and can be used for basic handling, such as creating, opening, copying, moving and deleting a page. Editing a page (to add content using paragraphs) is still done with the classic UI.

You can configure the UI you require using Root Mapping.

IPv4 and IPv6

All elements of AEM (e.g. CRX, the Dispatcher, etc) can be installed in both IPv4 and IPv6 networks.

Operation is seamless as no special configuration is required, when needed you can simply specify an IP address using the format that is appropriate to your network type.

This means that when an IP address needs to be specified you can select (as required) from:

  • an IPv6 address
    for example http://[ab12::34c5:6d7:8e90:1234]:4502
  • an IPv4 address
    for example http://123.1.1.4:4502
  • a server name
    for example, http://www.yourserver.com:4502
  • the default case of localhost will be interpreted for both IPv4 and IPv6 network installations
    for example, http://localhost:4502

Version Purging

In a standard installation AEM creates a new version of a page or node whenever you activate a page (after updating the content).You can also create additional versions on request using the Versioning tab of the sidekick. All these versions are stored in the repository and can be restored if required.

These versions are never purged, so the repository size will grow over time and therefore need to be managed.

See Version Purging for full details, in particular Version Manager for details of how to configure AEM to purge older versions when a new version is created.

Logging

AEM offers you the possibility to configure:

  • global parameters for the central logging service
  • request data logging; a specialized logging configuration for request information
  • specific settings for the individual services; for example, an individual log file and format for the log messages

See Logging for full details.

Run Modes

Run modes allow you to tune your AEM instance for a specific purpose; for example author or publish, test, development or intranet, etc.

This is done by defining collections of configuration parameters for each run mode. A basic set of configuration parameters is applied for all run modes, you can then tune additional sets to the purpose of your specific environment. These are then applied as required.

All configuration settings are stored in the one repository and activated by setting the Run Mode.

See Run Modes for full details.

Single Sign On

Single Sign On (SSO) allows a user to access multiple systems after providing authentication credentials (such as a user name and password) once. A separate system (known as the trusted authenticator) performs the authentication and provides Experience Manager with the user credentials. Experience Manager checks and enforces the access permissions for the user (i.e. determines which resources the user is allowed to access).

See Single Sign On for further details.

Resource Mapping

Resource mapping is used to define redirects, vanity URLs and virtual hosts for AEM.

For example, you can use these mappings to:

  • Prefix all requests with /content so that the internal structure is hidden from the visitors to your website.
  • Define a redirect so that all requests to the /content/en/gateway page of your website are redirected to http://gbiv.com/.

See Resource Mapping for further details.

Replication, Reverse Replication and Replication Agents

Replication agents are central to AEM as the mechanism used to:

  • Publish (activate) content from an author to a publish environment.
  • Explicitly flush content from the Dispatcher cache.
  • Return user input (for example, form input) from the publish environment to the author environment (under control of the author environment).

For further details see Replication.

OSGi Configuration Settings

OSGi is a fundamental element in the technology stack of AEM. It is used to control the composite bundles of AEM and their configuration.

See OSGi configuration settings for a list of the various bundles that are relevant to project implementation (listed according to bundle). Not all the listed settings need adjusting, some are mentioned to help you understand how AEM operates.

When working with AEM there are several methods of managing the configuration settings for such services; see Configuring OSGi for more details and the recommended practices.

Configuring LDAP

LDAP authentication is required to authenticate users stored in a (central) LDAP directory such as Active Directory. This helps reduce the effort required to manage user accounts.

LDAP authentication occurs at the repository level, so is handled directly by CRX. Therefore, it is enabled and configured from within CRX; please see LDAP authentication within the CRX documentation for further information.

For user management within AEM (including assignment of access rights) see User Administration and Security.

Configuring the Dispatcher

Dispatcher is Adobe's caching and/or load balancing tool. Using the Dispatcher also helps to protect your AEM server from attack. Therefore, you can increase the security of your AEM instance by using the Dispatcher in conjunction with an enterprise-class web server.

See Dispatcher for full details, in particular Configuring the Dispatcher for further configuration details.

Configuring AEM LiveCycle Connector

With the release of the AEM Doc Services and AEM Doc Security, we now have the capability to invoke the LiveCycle doc services to render an XFA form, convert a document to PDF and policy protect a document. Please read AEM LiveCycle Connector for more details.

Configuring an AEM Cluster

A cluster is formed of two, or more, live servers linked together to ensure that, if one node fails, the other nodes are active and accessible for your applications with no system interruption. This allows you to recover and re-start failed nodes easily. New nodes can also be added to an existing cluster, allowing for simple extensibility.

As all clustering setup is performed in the CRX repository, see the CRX clustering documentation for detailed information. 

The CRX clustering documentation describes different clustering scenarios and how to set up clustering with a file journal using the GUI, manually with a file journal, and with a database journal.

A simple overview of configuration in AEM is also given under creating a cluster in AEM.

When optimizing a CQ installation you may wish to quickly add an additional cluster node without starting from scratch with an empty instance. This can be especially useful when you have  existing system already holding substantial content.

In such a case, the most efficient way of adding a node is to clone the master node, creating one or more new slave nodes. This technique is discussed under Manual Slave Cloning.

Configuring the Welcome Console

The Welcome console of the classic UI provides a list of links to the various consoles and functionality within AEM.

It is possible to configure the links that are visible, see Configuring the Welcome Console for further details.

Configuring for Performance

Performance is key to your project. Certain aspects of CQ (and/or the underlying CRX) can be configured to optimize performance.

See Configuring for Performance for further details.

Scaling

Scaling a CQ installation correctly depends greatly on the details of your particular use case. A detailed discussion of solution patterns for various situations can be found in Scaling CQ.

Shared Data Store

The repository data store is used to offload the storage of large binaries from the repository proper to a separate area, so that multiple instances of the same binary (an image, for example) within the repository tree are stored only once.

This "store-once, reference-many-times" feature can be extended to serve not just a single repository tree but entirely separate repositories, by configuring the data store of each to refer to the same shared file system location.

Such a data store can be shared between different nodes in the same cluster, different publish and/or author instances in the same installation, or even entirely separate instances in different installations.

The recommended configuration for a shared data store is to use the ClusterDataStore implemention referencing a shared BFS directory, as described in ClusterDataStore.

Further Configuration Considerations

Enabling HTTP over SSL

You can enable HTTP over SSL to employ more secure connections to your servers.

See Enabling HTTP over SSL for further details.

AEM Portals and Portlets

A portal is a web application that provides personalization, single sign on, content integration from different sources, and hosts the presentation layer of information systems. The portlet component also lets you embed a portlet on the page. To access content provided by CQ5 WCM, the portal server can to be fitted with the CQ5 Portal Director Portlet. You can do this by installing, configuring, and adding the portlet to the portal page.

See Portal and Portlets for further details, in particular Using CQ as a Portal and Installing, Configuring, and Using CQ in a Portlet.

Expiration of Static Objects

Static objects (for example, icons) do not change. Therefore the system should be configured so that they do not expire (for a reasonable period of time) and so reduce unnecessary traffic.

See Expiration of Static Objects for further details.

Open FIles in the Java Process

Each java process may access files - this requires system resources. For this reason an upper limit is defined as to how many files each process is allowed to access concurrently. If this is exceeded an exception error can occur.

If the AEM process exceeds this maximum, then the message "too many open files" will be seen in error.log.

To avoid such exceptions you need to:

  1. Check how many open files your AEM process is using.
    How you make this check will depend on the platform your instance is running on. Utilities such as lsof (Unix) or Process Explorer (Windows) can be used.
    This value should be monitored during development and testing to:
    • confirm that files are being closed as required
    • to determine the maximum value needed (under various circumstances)
  2. Set the maximum allowed.
    The new value should cater for both the current needs and any future peaks, so it is advisable to to double the current needs.
    By default, serverctl configures CQ_MAX_OPEN_FILES to 8192; this should be sufficient for most scenarios.

Configuring the Rich Text Editor

The Rich Text Editor (RTE) provides authors with a wide range of functionality for editing their textual content; providing them with icons, selection boxes and menus for a WYSIWYG experience.

See Configuring the Rich Text Editor for further details.

Configuring Undo for Page Editing

There are several properties that control the behavior of the undo and redo commands for editing pages. These can be configured, see Configuring Undo for Page Editing for further details.

Configuring and Customizing Reports

To help you monitor and analyze the state of your instance, CQ provides a selection of default reports, which can be configured for your individual requirements:

See the Basics of Report Customization for further details.

Configuring the CQ FAST Connector

The CQ FAST Connector lets you connect your CQ instance to a FAST Search Server 2010, allowing your content to be indexed and searched by the FAST search engine. The connector allows CQ to perform searches directly against the Sharepoint instance which is backed by the FAST Search Server.  

See CQ FAST Connector for further details, in particular configuration.

Configuring Email Notification

CQ sends email notifications to users who:

  • Have subscribed to page events, for example modification or replication.
  • Have subscribed to forum events.
  • Have to perform a step in a workflow. 

See Configuring Email Notification for further details.

Configuring Automatic Emails for Account Activities

The Account Manager lets you configure the emails that users automatically receive when they create an account or reset a password and to confirm a password that has been reset.

See Configuring Automatic Emails for Account Activities for further details.


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COMMENTS

  • By Amit - 12:33 PM on Aug 27, 2013   Reply
    Hi,

    I am working on one project, the issue is respond.min.js file show error on the page in author mode and some browser specific CSS is not getting include like <!--[if IE 8]> <![endif]--> is there any Configuring process which i am missing. It's working fine in publish mode.

    Please help me.

    Thanks,
    Amit
    • By alvawb - 9:14 PM on Dec 16, 2013   Reply
      For questions that are specific to your installation, please either post your question to the AEM forum (http://help-forums.adobe.com/content/adobeforums/en/experience-manager-forum/adobe-experience-manager.html) or open a ticket with Daycare support (http://helpx.adobe.com/marketing-cloud/contact-support.html).
    • By replique montre de luxe - 7:22 AM on Apr 18, 2014   Reply
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