Accelerate your global marketing efforts and engage better with local marketing teams and external agencies using a brand portal. Timely and controlled campaign asset distribution to global and regional sales teams, marketing teams, agencies, and partners is a major need for companies of all sizes. Sourcing campaign assets from external creative agencies is typically a cumbersome and unreliable process via email exchanges or tools, leading to delays. Discover how to source assets and collaborate with external agencies using fully integrated flows within your own brand portal.
This lab will cover use of Adobe Experience Manager (AEM) Brand Portal to distributes assets to internal & external users.
This lesson will cover steps performed to manage assets in AEM Assets & process to publish assets to Brand Portal
This exercise will cover how to publish assets from AEM into Brand Portal. We will cover the approach to clear the
Access local AEM Author environment using link mentioned below
The first step to allow for publishing assets to Brand Portal would be to create your own folder in AEM, Click on Create & Select Folder:
Figure 1: Create Button -> Folder
On the Create Folder panel, Please set name & title for the folder.
Naming convention for this lab : 'L727-AttendeeName-AttendeeOrganization' (e.g. L727-Sammit-Adobe)
Figure 2: Create Folder
Navigate to the newly created folder & upload sample assets into the folder using Touch UI upload or Drag & Drop feature in AEM
Sample Assets can be found in the here: https://tinyurl.com/y8rhod26
Now create another folder inside this newly created folder with name 'L727-AttendeeName-AttendeeOrganization-public' i.e. (L727-Sammit-Adobe-public).
Navigate to the newly created folder & upload sample assets into the folder using Touch UI upload or Drag & Drop feature in AEM
Sample Assets can be found in the here: https://tinyurl.com/y8rhod26
Select the root folder 'L727-AttendeeName-AttendeeOrganization' & publish to Brand Portal using the Quick Publish option in Touch UI Action bar Figure 3: Publish to Brand Portal
This will publish folder, its assets and sub-folders from AEM Assets to Brand Portal & enable them to be shared with internal & external agencies.
This exercise we will login to Brand Portal & confirm that your assets have been successfully published & ready to share
Access AEM Brand Portal instance using URL below
https://adobesummit.brand-portal.adobe.com/
With the latest release, customers will be allowed to choose tenant name (e.g.adobesummit) when brand portal is provisioned for them
Login to Brand Portal using following user credentials
Set of users pre-created in Brand Portal will be shared with lab participants
Navigate to the folder you have created & confirmed the published assets are visible in Brand Portal
As part of walkthrough/review, we will cover the following topics
Lets Review the AEM Assets configuration required to integrate with Brand Portal. This is already configured on your local AEM instance
Access local AEM Author environment using link mentioned below
Now we will review Brand Portal Configuration in AEM, Click on the AEM icon on the top left corner, then Navigate to following Tools -> Cloud Services -> Legacy Cloud Services
Legacy Cloud Services is a location where users would configure AEM integration with other Adobe Experience cloud products e.g. Campaign, Search & Promote, Dynamic Media.
Inside Legacy Cloud Services, Look for 'Assets Brand Portal' click on Show Configuration
Click on the pre-configured Brand Portal configuration
Open the Brand Portal configuration & click Edit
Important values to confirm:
Tenant URL: This should match your Brand Portal instance URL
Client ID: This should match client ID configured in the Admin Console
This is a one-time activity to integrate AEM Assets with Brand Portal & would be performed by System Administrators
This is an important configuration to debug any connectivity issues between AEM & Brand Portal instance in future
The Administrator will perform User onboarding for Brand Portal using Adobe Admin Console. Admin Console will be used to create both users & groups associated to Brand Portal
Administrator can use Adobe Admin console to manage roles using Brand Portal user interface. In addition to Administrator, Brand Portal supports the following roles:
Viewer: Users in this role can view the files and folder that the administrator shares with them. Views can search and download files but cannot share content
Editor: Users in this role have all the privileges of Views & in addition, Editor can share content with other users.
Brand Portal allows to restrict access to download original rendition at user level, Administrator can specific if a particular user is allowed to download original else users can download only renditions of asset
In this lesson you will learn how to update/configure branding elements in Brand portal, configure metadata schema to match your metadata needs for asset in a given folder & configure dynamic rendition download presets.
Brand Portal allows you to change branding for following elements
To update the Branding in Brand Portal, click on Tools -> Branding
This will allow you to update all the branding related to your brand portal tenant
Brand Portal allows to update the wallpaper (i.e. Login Page Graphics), Navigate to https://adobesummit.brand-portal.adobe.com/branding.html?part=wallpaper
Customer use Description to give their users some guidance of type of images available in Brand Portal.
Figure 2: Configure Wallpaper
Brand Portal also allows administrator to update the Header Image, Navigate to https://adobesummit.brand-portal.adobe.com/branding.html?part=headerImage
Figure 4: Configure Header Image
Notifications are very important part of Brand Portal, Users are notified via email when assets are shared with them. To update the Email Message, Navigate to https://adobesummit.brand-portal.adobe.com/branding.html?part=email
Figure 5: Configure Email Message
Updating these components/elements will allow for Brand Portal to match your corporate branding standards.
Similar to AEM Assets, Brand Portal allows users to have custom metadata schema & apply them to a given folder. This will control what metadata properties are visible for a given asset inside that folder.
Users can have multiple metadata schemas in Brand Portal for different departments and folders. Also, metadata folder can change depending on asset mimetype (images vs document). This allows flexibility to marketers to display relevant metadata per file format
This exercise will cover how to configure a custom metadata schema and apply it to given folder
To configure metadata schema, navigate to Tools -> Metadata Schema
Figure 1: Metadata Schema
Make a copy of existing 'default' metadata schema and set a unique (attendeeName-organizationName-schema i.e. sammit-adobe-schema) metadata schema form title
Edit the newly created metadata schema (e.g. sammit-adobe-schema), Click on 'Edit' in top toolbar, The Metadata Schema Editor page opens with the Basic tab open on the left and the Build Form tab open on the right.
Add a new Tab by clicking on the '+' icon on the metadata schema tab
In the Metadata Schema Editor page, customize the Properties page of the asset by dragging one or more components from a list of component types in the Build Form tab to the Basic tab.
Figure 2: Metadata Schema
To configure a component, select it and modify its properties in the Settings tab.
To Apply given metadata schema to an asset/folder, select the required metadata schema and then select 'Apply to Folder' from top toolbar
Figure 3: Apply to Folder
From the Select Folder(s) page, navigate to the folder (select that folder that you initially published) to which you want to apply the metadata schema, for example, L727-sammit-adobe.
Click Apply to apply metadata schema to the folder
The metadata Schema is visible in Properties page of the folder
Figure 4: Folder Properties
Now, navigate to your folder (e.g. L727-sammit-adobe), Select any Asset & open Properties Page.
Figure 5: Asset Properties
You should be able to see metadata schema changed applied to this asset.
This process will allow you to have different metadata schema per folder/department
Image preset is a predefined collection of sizing and formatting commands saved under a name, Image presets enabled AEM Assets Brand Portal to dynamically deliver images of different sizes, format and properties Image presets is used to generate dynamic rendition of the images that can be previewed and downloaded.
This exercise will cover process to create an image preset and preview/download of dynamic renditions
Only Administrator can configure Image presets in Brand Portal
Brand Portal depends on pTiff rendition to exist for a given image to generate dynamic rendition
To create an Image Preset, Select Tools -> Image Presets
Figure 1: Image Presets
In Image Presets panel, click on Create
In the Edit Image Preset page, enter values into the Basic & Advanced tabs as appropiate, including the name.
Figure 2: Edit Image Presets
Click Save, the image preset is created and displayed in image preset page
To Delete an Image Preset, select it and click 'Delete'
To view Image Preset, Open a given image & Click on Rendition on the Left
Figure 3: Rendition
From the Renditions list, select the appropriate dynamic rendition, for example, Low Res Version. The preview image is rendered based on your choice of the rendition.
Figure 4: Dynamic Rendition
Dynamic Renditions are also available during the download of image
Figure 5: Dynamic Rendition Download
Presets are available as dropdown for users in Brand Portal
This lesson will cover how users can search for assets in Brand Portal & download them, we will also cover the accelerated download feature added to Brand Portal using IBM Aspera client
This exercise will cover search capability in Brand Portal
To perform search in Brand Portal, click on the Search icon on the top toolbar
In the search box, type a keyword for asset you want to search.
Select related search term from search suggestion to quickly access relevant assets
With Smart Tags configured in your AEM Assets, Brand Portal supported smart tagged asset searches. (AEM Smart tagged assets can be shared from AEM to Brand Portal)
The Assets Smart Tags feature increases the accuracy and efficiency of search in AEM & Brand Portal by automatically adding metadata tags to image assets that you upload to a folder. You can also configure AEM to automatically apply tags in bulk to all assets within a folder.
Figure 3: Smart Tagged Image
You can search for assets using the Smart Tags associated with your image by AEM. This will enable your organization to auto tag assets & enhance the search experience with your users.
To filter/narrow down the search results, use faceted search using Search Filters on the left
Users can save common/recent search using 'Save Smart Collections', Enter name of collection and hit Save
Saved Searches can be accessed using Saved Searches dropbox in Filter
These are the search capability & associated features in Brand Portal
This exercise will cover steps to configure Search Filters
Administrator can configure search filter in Brand Portal by navigating to Tools -> 'Search Forms
Select the 'Asset Admin Search Rail' & click Edit
Add new filters to Search Form by dragging predicated from 'Select Predicate' from the left
Configure the predicate using Selecting Tab
Confirm New search filter is reflected in the Filters as part of Omnisearch in Brand Portal
This exercise will cover normal download for assets in Brand Portal
Users can download a single asset or multiple asset using download icon on the asset card view or click 'Download' in top toolbar
Figure 1: Download Card View
Figure 2: Download Touch UI
Download modal will show up, which allow users to download the asset including renditions. If asset has pTiff rendition existing then dynamic rendition download option is enabled. Figure 3: Download UI
Brand Portal allows user to send email notification to authorized user (including partners & vendors) about the download, user will get email notification when assets (in ZIP format) are ready to download - Optional for this lab exercise
Figure 4: Download Email
Users can include static renditions if required or just download the original asset
Users with roles as Editor or Viewer cannot download Expired Assets from Brand Portal. Only Administrator can download Expired asset. Use Asset Expiration Report to get a list of all the expiring assets in Brand Portal.
This exercise will cover accelerated download in Brand Portal using IBM Aspera client
To configure tenant for accelerated download, administrators Enable Download Acceleration (disabled by default) from General Setting in Administrator Tools panel (Tools -> General Setting)
Figure 1: Enable Accelerated Download
To download the assets from Brand Portal, click on Download (as covered in Exercise 4.2)
Download dialog appears with Enable download acceleration option selected
Figure 2: Accelerated Download
Tap/Click on Download
If Aspera Connect client is not installed on system, a prompt is displayed on browser page from where to download the Aspera Connect client
Figure 3: IBM Aspera Client
Once client is installed, refresh the screen & restart the download
Click Allow to proceed with the transfer
On successful download, location of the download assets is displayed
Figure 4: Download Complete
This will enable brand portal user to perform accelerated download of large assets.
This lesson will cover how to share multiple assets with internal/external users using Share Link functionality. Share assets quickly with users by making a public folder & enabling Guest User access for your organization. Overall Guest user experience in Brand Portal
To share assets as link, follow these steps:
Browse the Folder you have published to Brand Portal (e.g L727-Sammit-Adobe)
Select multiple assets that need to be shared, Click on 'Share Link' in top toolbar Figure 1: Share Link
The Link Sharing dialog box appears in Figure 2: Link Sharing dialog
In the email, type email ID of the user with whom you want to share the link. This allows sharing with multiple users
For lab purpose, Add your email ID you can access from Summit lab computer
In the subject box, type subject for assets to be shared
Add required message to be included in the email
In Expiration field, use date picket to set the expiry date for the link (default is 7 days)
Click on Share.
To lab purpose, you can copy the link from the 'Share Link' mentioned in above Link Sharing Dialog image (Figure 2) & paste into private window of a new browser.
Users will also receive email containing the link Figure 3: Link Share Email
They can click on the shared link and download the assets.
To make a folder public in Brand Portal
Navigate to the folder you published to brand portal
Select the Sub-Folder you have published in Brand Portal (e.g 'L727-Sammit-Adobe-public') & click on Share in top tool bar Figure 1: Share
Folder Options would open, Check Public Folder option & hit Save Figure 2: Public Folder
This will make the folder public & assets inside the folder should be visible to all brand portal users & guest users (covered as part of next exercise)
To enable Guest User Access, please follow steps
Guest Access needs to be enabled at the organization level, to review that click on Tools -> Access
Figure 1: Access
The Allow Guest Access toggle needs should be true (enabled) - This is already enabled for Adobe Summit organization No Action Required
Figure 2: Allow Guest Access
Once Guest Access is enabled, guest users will have option available on the login screen.
At a time 10% of total user quota can be used by guest sessions. So if a tenant has been provisioned to have 100 users, at a time only 10 active guest sessions can exists. If an 11th user tries to access he will be displayed a warning. When an existing guest user ends his session, a new session will be allowed.
To review guest user access, open a browser in private browsing window.
Figure 3: Firefox New Private Window
Figure 3: Chrome InCognito Window
Open Brand Portal Again, you should see Guest User Access option on login screen https://adobesummit.brand-portal.adobe.com/
Figure 4: Guest User Access
Guest User session is active for 2 hours since login (until user Ends Session)
All Public Folders will be available to guest users to view and download assets or any folder specifically shared with guest
Guest users can download the assets using download modal
Figure 5: Download
To end session, Guest user can click on top right and 'End Session'
Figure 6: End Session
These steps will allow organization to share assets with authorized users & guest users via Brand Portal
This lesson we will review types of reports available in Brand Portal. Also steps required to create/manage a report
To view the reports, follow these steps
Navigate to Tools -> Create/Manage Reports to open Assets Report page Figure 1: Create/Manage Report
This will open Asset Report Page, Click on Create button, This will display all supported reports in Brand Portal
To view a report, tap/click the report link
User Logins reports information about users who logged in to Brand Portal. This display names, email ID, groups, last login, activity status & login count for each user from Brand Portal
Download report lists and details about all the assets downloaded in specific date and time range
Other Types of Reports supported in Brand Portal
This exercise will cover steps to create & managed reports in Brand Portal. The columns in Download, Publish and Expiration report can be customized for viewing
Do Not use '&' in Report Name & all special characters will be covered to dash (-)
This only applies to Download, Publish & Expiration Report
These reports will help derive key successful matrix of adoption of Brand Portal in your organization
We will demo the Asset Sourcing usecase using Brand Portal. Will be released as part of upcoming release on Brand Portal
Look at the AEM Assets Brand Portal User Guide and related HelpX articles
https://helpx.adobe.com/experience-manager/brand-portal/user-guide.html
https://helpx.adobe.com/experience-manager/brand-portal/using/brand-portal-metadata-schemas.html
https://downloads.asperasoft.com/en/downloads/2
https://helpx.adobe.com/experience-manager/brand-portal/using/brand-portal-reports.html
https://helpx.adobe.com/experience-manager/brand-portal/using/brand-portal-adding-users.html