Setting up AEM automation

Selecting the CMS type

1. Sign in to your Elanion account.
2. On the Automations page, click + and select the respective tile.
   

Entering a name for the automation

Under Automation name, enter a name for the automation.

Project settings area

1. Specify a project name pattern under Project name. The project name will be generated in Across on the basis of the variables of this pattern.
   1. Click a variable in order to add it to the pattern.
   2. Separate the values, e.g. with spaces, underscores, hyphens, or arrows:

      {ProjectName}_{CreationDate}-{CreationTime}_{{SourceLanguage} > {TargetLanguages}

      delivers

      project_name_10.8.2021-12:32_en-US > de-DE, fr-FR

      The preview under the button helps you to select the correct characters.

2. Under Notifications, determine whether the parties involved in a project (i.e. the Across project manager and, depending on the automation, the project owner in the CMS) are to receive notifications. Additionally, you can enter email addresses manually, e.g. if the recipients are not directly involved in the work with the systems, but nevertheless want to receive automatic notifications about the project status.
   1. First, activate the slider and confirm that all participants have consented to the receipt of such messages.
   2. Click + to add further email addresses.
   3. Determine the cases in which the participants are to be notified, e.g. in the event of status changes or errors.
   4. Click SAVE.

Source settings area

1. If necessary, configure a user-defined language mapping.

   If you want to use a different (sub)language in the TMS than in the CMS, you need user-defined language mappings. For example, your source texts in the CMS may have been created in the language en-US, but you would like to process them in the language en-GB in your TMS.

   0. Proceed as follows:
   1. Click the + icon.
   2. Select the language to be used in the TMS and click OK.
   3. Enter the desired language code on the right-hand side.

      To enter several language codes, use commas as separators.

   4. Tip

      Please enter the language codes in the multi lang RFC format as shown here: Across LCIDs

      The input is not case-sensitive.
   5. Click SAVE.
2. If necessary, configure the Preview settings. With this option, you can insert a link to the original page in AEM in the files to be translated, thus making it available as a reference for your translators. After completing the setup, click SAVE.

Translation settings area

1. Select the required TMS instance.
2. Select one or more Project managers, a Project settings template, a Reporting template and a Workflow. These parameters will be used for the automatic Across project creation via Elanion.

   Moreover, determine how the project is to be handled once it has been delivered.

   Click SAVE.

3. The document settings templates that will be used when checking in the files to Across is shown under Document settings. By default, this would be the Default template that exists for all supported file formats. If you wish to use another document settings template, you need to map the source file format to the respective template.
   0. Proceed as follows:
   1. Click the + icon.
   2. Enter the file extension of the source file (e.g. xml).
   3. Select a document settings template on the right-hand side.
   4. Click SAVE.

Setting up and configuring automations

0. Once all required details have been entered, you can set up and configure the automation. Proceed as follows:
1. Click Save at the bottom left in order to create the automation.
2. Click Setup.
3. Following the instructions in the Connection information area:
   1. Download the AEM connector. The connector will be saved in the format com.elanion.aem.connector.all-x.x.x.zip (x.x.x stands for the version number).
   2. Read the instructions for setting up the AEM connector on the AEM system.
   3. Click the icon in order to display the API key.

      Then click Copy to clipboard in order to copy the key. Save the API key, e.g. in a text file. You will need it later on while setting up Elanion in the AEM system.

4. To finish the setup, click CLOSE and then SAVE.