Adobe Experience Manager

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Adobe Experience Manager - Amazon Kendra

Supported features Prerequisites Connection instructions

Adobe Experience Manager is a content management system that's used for creating website or mobile app content. You can use Amazon Kendra to connect to Adobe Experience Manager and index your pages and content assets.

Amazon Kendra supports Adobe Experience Manager (AEM) as a Cloud Service author instance and Adobe Experience Manager On-Premise author and publish instance.

You can connect Amazon Kendra to your Adobe Experience Manager data source using the Amazon Kendra console or the TemplateConfiguration API.

For troubleshooting your Amazon Kendra Adobe Experience Manager data source connector, see Troubleshooting data sources.

Supported features

Adobe Experience Manager data source connector supports the following features:

Field mappings
User access control
Inclusion/exclusion filters
Full and incremental content syncs
OAuth 2.0 and basic authentication
Virtual private cloud (VPC)

Prerequisites

Before you can use Amazon Kendra to index your Adobe Experience Manager data source, make these changes in your Adobe Experience Manager and AWS accounts.

In Adobe Experience Manager, make sure you have:

Access to an account with administrative privileges, or an admin user.
Copied your Adobe Experience Manager host URL.

Note
(On-premise/server) Amazon Kendra checks if the endpoint information included in AWS Secrets Manager is the same the endpoint information specified in your data source configuration details. This helps protect against the confused deputy problem, which is a security issue where a user doesn’t have permission to perform an action but uses Amazon Kendra as a proxy to access the configured secret and perform the action. If you later change your endpoint information, you must create a new secret to sync this information.
Noted your basic authentication credentials of admin user name and password.

Note
We recommend that you regularly refresh or rotate your credentials and secret. Provide only the necessary access level for your own security. We do not recommend that you re-use credentials and secrets across data sources, and connector versions 1.0 and 2.0 (where applicable).
Optional: Configured OAuth 2.0 credentials in Adobe Experience Manager (AEM) as a Cloud Service or AEM On-Premise. If you use AEM On-Premise, the credentials include client ID, client secret, and private key. If you use AEM as a Cloud Service, the credentials include client ID, client secret, private key, organization ID, technical account ID, and Adobe Identity Management System (IMS) host. For more information about how to generate these credentials for AEM as a Cloud Service, see Adobe Experience Manager documentation. For AEM On-Premise, Adobe Granite OAuth 2.0 server implementation (com.adobe.granite.oauth.server) provides the support for OAuth 2.0 server functionalities in AEM.
Checked each document is unique in Adobe Experience Manager and across other data sources you plan to use for the same index. Each data source that you want to use for an index must not contain the same document across the data sources. Document IDs are global to an index and must be unique per index.

In your AWS account, make sure you have:

Created an Amazon Kendra index and, if using the API, noted the index ID.
Created an IAM role for your data source and, if using the API, noted the ARN of the IAM role.

Note
If you change your authentication type and credentials, you must update your IAM role to access the correct AWS Secrets Manager secret ID.
Stored your Adobe Experience Manager authentication credentials in an AWS Secrets Manager secret and, if using the API, noted the ARN of the secret.

Note
We recommend that you regularly refresh or rotate your credentials and secret. Provide only the necessary access level for your own security. We do not recommend that you re-use credentials and secrets across data sources, and connector versions 1.0 and 2.0 (where applicable).

If you don’t have an existing IAM role or secret, you can use the console to create a new IAM role and Secrets Manager secret when you connect your Adobe Experience Manager data source to Amazon Kendra. If you are using the API, you must provide the ARN of an existing IAM role and Secrets Manager secret, and an index ID.

Connection instructions

To connect Amazon Kendra to your Adobe Experience Manager data source, you must provide the necessary details of your Adobe Experience Manager data source so that Amazon Kendra can access your data. If you have not yet configured Adobe Experience Manager for Amazon Kendra, see Prerequisites.

Console

To connect Amazon Kendra to Adobe Experience Manager

Sign in to the AWS Management Console and open the Amazon Kendra console.
From the left navigation pane, choose Indexes and then choose the index you want to use from the list of indexes.

Note
You can choose to configure or edit your User access control settings under Index settings.
On the Getting started page, choose Add data source.
On the Add data source page, choose Adobe Experience Manager connector, and then choose Add connector. If using version 2 (if applicable), choose Adobe Experience Manager connector with the "V2.0" tag.
On the Specify data source details page, enter the following information:
1. In Name and description, for Data source name—Enter a name for your data source. You can include hyphens but not spaces.
2. (Optional) Description—Enter an optional description for your data source.
3. In Default language—Choose a language to filter your documents for the index. Unless you specify otherwise, the language defaults to English. Language specified in the document metadata overrides the selected language.
4. In Tags, for Add new tag—Include optional tags to search and filter your resources or track your AWS costs.
5. Choose Next.
On the Define access and security page, enter the following information:
1. Source—Choose either AEM On-Premise or AEM as a Cloud Service.
  
  Enter your Adobe Experience Manager host URL. For example, if you use AEM On-Premise, you include the hostname and port: https://hostname:port. Or, if you use AEM as a Cloud Service, you can use the author URL: https://author-xxxxxx-xxxxxxx.adobeaemcloud.com.
2. SSL certificate location—Enter the path to the SSL certificate stored in an Amazon S3 bucket. You use this to connect to AEM On-Premise with a secure SSL connection.
3. Authorization—Turn on or off access control list (ACL) information for your documents, if you have an ACL and want to use it for access control. The ACL specifies which documents that users and groups can access. The ACL information is used to filter search results based on the user or their group access to documents. For more information, see User context filtering.
4. Authentication—Choose Basic authentication or OAuth 2.0 authentication. Then choose an existing AWS Secrets Manager secret or create a new secret to store your Adobe Experience Manager credentials. If you choose to create a new secret, an AWS Secrets Manager secret window opens.
  
  If you chose Basic authentication, enter a name for the secret, the Adobe Experience Manager site user name and password. The user must have admin permission or be an admin user.
  
  If you chose OAuth 2.0 authentication and you use AEM On-Premise, enter a name for the secret, client ID, client secret, and private key. If you use AEM as a Cloud Service, enter a name for the secret, client ID, client secret, private key, organization ID, technical account ID, and Adobe Identity Management System (IMS) host.
  
  Save an add your secret.
5. Virtual Private Cloud (VPC)—You can choose to use a VPC. If so, you must add Subnets and VPC security groups.
6. Identity crawler—Specify whether to turn on Amazon Kendra’s identity crawler. The identity crawler uses the access control list (ACL) information for your documents to filter search results based on the user or their group access to documents. If you have an ACL for your documents and choose to use your ACL, you can then also choose to turn on Amazon Kendra’s identity crawler to configure user context filtering of search results. Otherwise, if identity crawler is turned off, all documents can be publicly searched. If you want to use access control for your documents and identity crawler is turned off, you can alternatively use the PutPrincipalMapping API to upload user and group access information for user context filtering.
7. IAM role—Choose an existing IAM role or create a new IAM role to access your repository credentials and index content.
  
  Note
  IAM roles used for indexes cannot be used for data sources. If you are unsure if an existing role is used for an index or FAQ, choose Create a new role to avoid errors.
8. Choose Next.
On the Configure sync settings page, enter the following information:
1. Sync scope—Set limits for crawling certain content types, page components, and roots paths, and filter content using regex expression patterns.
  1. Content types—Choose whether to crawl only pages or assets, or both.
  2. (Optional) Additional configuration—Configure the following settings:
    - Page components—The specific names of page components. The Page Component is an extensible page component designed to work with the Adobe Experience Manager template editor and allows page header/footer and structure components to be assembled with the template editor.
    - Content fragment variations—The specific names of content fragment variations. Content Fragments allow you to design, create, curate and publish page-independent content in Adobe Experience Manager. They allow you to prepare content ready for use in multiple locations/over multiple channels.
    - Root paths—The root paths to specific content.
    - Regex patterns—The regular expression patterns to include or exclude certain pages and assets.
2. Sync mode—Choose how you want to update your index when your data source content changes. When you sync your data source with Amazon Kendra for the first time, all content is crawled and indexed by default. You must run a full sync of your data if your initial sync failed, even if you don't choose full sync as your sync mode option.
  - Full sync: Freshly index all content, replacing existing content each time your data source syncs with your index.
  - New, modified sync: Index only new and modified content each time your data source syncs with your index. Amazon Kendra can use your data source's mechanism for tracking content changes and index content that changed since the last sync.
  - New, modified, deleted sync: Index only new, modified, and deleted content each time your data source syncs with your index. Amazon Kendra can use your data source's mechanism for tracking content changes and index content that changed since the last sync.
3. Time zone ID—If you use AEM On-Premise and the time zone of your server is different than the time zone of the Amazon Kendra AEM connector or index, you can specify the server time zone to align with the AEM connector or index. The default time zone for AEM On-Premise is the time zone of the Amazon Kendra AEM connector or index. The default time zone for AEM as a Cloud Service is Greenwich Mean Time.
4. Sync run schedule, for Frequency—Choose how often to sync your data source content and update your index.
5. Choose Next.
On the Set field mappings page, enter the following information:
1. Select from the Amazon Kendra generated default data source fields you want to map to your index. To add custom data source fields, create an index field name to map to and the field data type.
2. Choose Next.
On the Review and create page, check that the information you have entered is correct and then select Add data source. You can also choose to edit your information from this page. Your data source will appear on the Data sources page after the data source has been added successfully.

API

To connect Amazon Kendra to Adobe Experience Manager

You must specify a JSON of the data source schema using the TemplateConfiguration API. You must provide the following information:

Data source—Specify the data source type as AEM when you use the TemplateConfiguration JSON schema. Also specify the data source as TEMPLATE when you call the CreateDataSource API.
AEM host URL—Specify the Adobe Experience Manager host URL. For example, if you use AEM On-Premise, you include the hostname and port: https://hostname:port. Or, if you use AEM as a Cloud Service, you can use the author URL: https://author-xxxxxx-xxxxxxx.adobeaemcloud.com.
Sync mode—Specify how Amazon Kendra should update your index when your data source content changes. When you sync your data source with Amazon Kendra for the first time, all content is crawled and indexed by default. You must run a full sync of your data if your initial sync failed, even if you don't choose full sync as your sync mode option. You can choose between:
- FORCED_FULL_CRAWL to freshly index all content, replacing existing content each time your data source syncs with your index.
- FULL_CRAWL to index only new, modified, and deleted content each time your data source syncs with your index. Amazon Kendra can use your data source’s mechanism for tracking content changes and index content that changed since the last sync.
- CHANGE_LOG to index only new and modified content each time your data source syncs with your index. Amazon Kendra can use your data source’s mechanism for tracking content changes and index content that changed since the last sync.
Authentication type—Specify which type of authentication you want to use, either Basic or OAuth2.
AEM type—Specify which type of Adobe Experience Manager you use, either CLOUD or ON_PREMISE.
Secret Amazon Resource Name (ARN)—If you want to use basic authentication for either AEM On-Premise or Cloud, you provide a secret that stores your authentication credentials of your user name and password. You provide the Amazon Resource Name (ARN) of an AWS Secrets Manager secret. The secret is stored in a JSON structure with the following keys:
```
{
    "aemUrl": "Adobe Experience Manager On-Premise host URL",
    "username": "user name with admin permissions",
    "password": "password with admin permissions"
}
```
If you want to use OAuth 2.0 authentication for AEM On-Premise, the secret is stored in a JSON structure with the following keys:
```
{
    "aemUrl": "Adobe Experience Manager host URL",
    "clientId": "client ID",
    "clientSecret": "client secret",
    "privateKey": "private key"
}
```
If you want to use OAuth 2.0 authentication for AEM as a Cloud Service, the secret is stored in a JSON structure with the following keys:
```
{
    "clientId": "client ID",
    "clientSecret": "client secret",
    "privateKey": "private key",
    "orgId": "organization ID",
    "technicalAccountId": "technical account ID",
    "imsHost": "Adobe Identity Management System (IMS) host"
}
```
IAM role—Specify RoleArn when you call CreateDataSource to provide an IAM role with permissions to access your Secrets Manager secret and to call the required public APIs for the Adobe Experience Manager connector and Amazon Kendra. For more information, see IAM roles for Adobe Experience Manager data sources.

You can also add the following optional features:

Virtual Private Cloud (VPC)—Specify VpcConfiguration when you call CreateDataSource. For more information, see Configuring Amazon Kendra to use an Amazon VPC.
Time zone ID—If you use AEM On-Premise and the time zone of your server is different than the time zone of the Amazon Kendra AEM connector or index, you can specify the server time zone to align with the AEM connector or index.

The default time zone for AEM On-Premise is the time zone of the Amazon Kendra AEM connector or index. The default time zone for AEM as a Cloud Service is Greenwich Mean Time.

For information about the supported time zones IDs, see Adobe Experience Manager JSON schema.
Inclusion and exclusion filters—Specify whether to include or exclude certain pages and assets.

Note
Most data sources use regular expression patterns, which are inclusion or exclusion patterns referred to as filters. If you specify an inclusion filter, only content that matches the inclusion filter is indexed. Any document that doesn’t match the inclusion filter isn’t indexed. If you specify an inclusion and exclusion filter, documents that match the exclusion filter are not indexed, even if they match the inclusion filter.
Identity crawler—Specify whether to turn on Amazon Kendra’s identity crawler. The identity crawler uses the access control list (ACL) information for your documents to filter search results based on the user or their group access to documents. If you have an ACL for your documents and choose to use your ACL, you can then also choose to turn on Amazon Kendra’s identity crawler to configure user context filtering of search results. Otherwise, if identity crawler is turned off, all documents can be publicly searched. If you want to use access control for your documents and identity crawler is turned off, you can alternatively use the PutPrincipalMapping API to upload user and group access information for user context filtering.
Field mappings—Choose to map your Adobe Experience Manager data source fields to your Amazon Kendra index fields. For more information, see Mapping data source fields.

Note
The document body field or the document body equivalent for your documents is required in order for Amazon Kendra to search your documents. You must map your document body field name in your data source to the index field name _document_body. All other fields are optional.

For a list of other important JSON keys to configure, see Adobe Experience Manager template schema.

anchor anchor

To connect Amazon Kendra to Adobe Experience Manager

Sign in to the AWS Management Console and open the Amazon Kendra console.
From the left navigation pane, choose Indexes and then choose the index you want to use from the list of indexes.

Note
You can choose to configure or edit your User access control settings under Index settings.
On the Getting started page, choose Add data source.
On the Add data source page, choose Adobe Experience Manager connector, and then choose Add connector. If using version 2 (if applicable), choose Adobe Experience Manager connector with the "V2.0" tag.
On the Specify data source details page, enter the following information:
1. In Name and description, for Data source name—Enter a name for your data source. You can include hyphens but not spaces.
2. (Optional) Description—Enter an optional description for your data source.
3. In Default language—Choose a language to filter your documents for the index. Unless you specify otherwise, the language defaults to English. Language specified in the document metadata overrides the selected language.
4. In Tags, for Add new tag—Include optional tags to search and filter your resources or track your AWS costs.
5. Choose Next.
On the Define access and security page, enter the following information:
1. Source—Choose either AEM On-Premise or AEM as a Cloud Service.
  
  Enter your Adobe Experience Manager host URL. For example, if you use AEM On-Premise, you include the hostname and port: https://hostname:port. Or, if you use AEM as a Cloud Service, you can use the author URL: https://author-xxxxxx-xxxxxxx.adobeaemcloud.com.
2. SSL certificate location—Enter the path to the SSL certificate stored in an Amazon S3 bucket. You use this to connect to AEM On-Premise with a secure SSL connection.
3. Authorization—Turn on or off access control list (ACL) information for your documents, if you have an ACL and want to use it for access control. The ACL specifies which documents that users and groups can access. The ACL information is used to filter search results based on the user or their group access to documents. For more information, see User context filtering.
4. Authentication—Choose Basic authentication or OAuth 2.0 authentication. Then choose an existing AWS Secrets Manager secret or create a new secret to store your Adobe Experience Manager credentials. If you choose to create a new secret, an AWS Secrets Manager secret window opens.
  
  If you chose Basic authentication, enter a name for the secret, the Adobe Experience Manager site user name and password. The user must have admin permission or be an admin user.
  
  If you chose OAuth 2.0 authentication and you use AEM On-Premise, enter a name for the secret, client ID, client secret, and private key. If you use AEM as a Cloud Service, enter a name for the secret, client ID, client secret, private key, organization ID, technical account ID, and Adobe Identity Management System (IMS) host.
  
  Save an add your secret.
5. Virtual Private Cloud (VPC)—You can choose to use a VPC. If so, you must add Subnets and VPC security groups.
6. Identity crawler—Specify whether to turn on Amazon Kendra’s identity crawler. The identity crawler uses the access control list (ACL) information for your documents to filter search results based on the user or their group access to documents. If you have an ACL for your documents and choose to use your ACL, you can then also choose to turn on Amazon Kendra’s identity crawler to configure user context filtering of search results. Otherwise, if identity crawler is turned off, all documents can be publicly searched. If you want to use access control for your documents and identity crawler is turned off, you can alternatively use the PutPrincipalMapping API to upload user and group access information for user context filtering.
7. IAM role—Choose an existing IAM role or create a new IAM role to access your repository credentials and index content.
  
  Note
  IAM roles used for indexes cannot be used for data sources. If you are unsure if an existing role is used for an index or FAQ, choose Create a new role to avoid errors.
8. Choose Next.
On the Configure sync settings page, enter the following information:
1. Sync scope—Set limits for crawling certain content types, page components, and roots paths, and filter content using regex expression patterns.
  1. Content types—Choose whether to crawl only pages or assets, or both.
  2. (Optional) Additional configuration—Configure the following settings:
    - Page components—The specific names of page components. The Page Component is an extensible page component designed to work with the Adobe Experience Manager template editor and allows page header/footer and structure components to be assembled with the template editor.
    - Content fragment variations—The specific names of content fragment variations. Content Fragments allow you to design, create, curate and publish page-independent content in Adobe Experience Manager. They allow you to prepare content ready for use in multiple locations/over multiple channels.
    - Root paths—The root paths to specific content.
    - Regex patterns—The regular expression patterns to include or exclude certain pages and assets.
2. Sync mode—Choose how you want to update your index when your data source content changes. When you sync your data source with Amazon Kendra for the first time, all content is crawled and indexed by default. You must run a full sync of your data if your initial sync failed, even if you don't choose full sync as your sync mode option.
  - Full sync: Freshly index all content, replacing existing content each time your data source syncs with your index.
  - New, modified sync: Index only new and modified content each time your data source syncs with your index. Amazon Kendra can use your data source's mechanism for tracking content changes and index content that changed since the last sync.
  - New, modified, deleted sync: Index only new, modified, and deleted content each time your data source syncs with your index. Amazon Kendra can use your data source's mechanism for tracking content changes and index content that changed since the last sync.
3. Time zone ID—If you use AEM On-Premise and the time zone of your server is different than the time zone of the Amazon Kendra AEM connector or index, you can specify the server time zone to align with the AEM connector or index. The default time zone for AEM On-Premise is the time zone of the Amazon Kendra AEM connector or index. The default time zone for AEM as a Cloud Service is Greenwich Mean Time.
4. Sync run schedule, for Frequency—Choose how often to sync your data source content and update your index.
5. Choose Next.
On the Set field mappings page, enter the following information:
1. Select from the Amazon Kendra generated default data source fields you want to map to your index. To add custom data source fields, create an index field name to map to and the field data type.
2. Choose Next.
On the Review and create page, check that the information you have entered is correct and then select Add data source. You can also choose to edit your information from this page. Your data source will appear on the Data sources page after the data source has been added successfully.

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