AEM Sites Business Practitioner Expert study materials
AEM Sites Business Practitioner Expert study resources

AEM Sites Business Practitioner Expert cheat sheet

AEM Sites Business Practitioner Expert · Keep the key ideas within reach.

Quick reference

AEM Sites Fundamentals and Architecture

  • AEM runs on a Java stack (Apache Sling + Jackrabbit Oak JCR) and is deployed as a single Quickstart JAR or via the AEM as a Cloud Service model.

  • The content repository is hierarchical: /content holds pages, /apps holds code and components, /conf holds context-aware configurations, /etc is legacy, and /var holds runtime data.

  • Sling resolves a request URL to a resource and then to a script/component; the resource type plus selectors plus extension determine which script renders.

  • The OSGi framework manages bundles; services and components are registered and injected via OSGi, not directly instantiated.

  • Author tier is for content creation; Publish tier serves public traffic. Dispatcher (a reverse proxy/cache) sits in front of Publish.

  • AEM as a Cloud Service separates code (Cloud Manager pipeline) from content (content packages), and uses environment-specific config in /conf or Cloud Manager config pipelines.

  • Replication agents move content from Author to Publish; the default is a transport-based agent configured per environment.

  • Editable templates and core components are the modern foundation; static templates and foundation components are legacy.

  • The Granite platform provides the UI shell, user management, and the touch UI on top of Sling and Oak.

Quick reference

Authoring and Content Management

  • The Sites console lists pages in a tree; the page editor is used for in-context editing of components.

  • Layout mode defines the responsive grid; Edit mode edits component content; Preview mode renders without authoring chrome.

  • The component dialog is defined by the component's cq:dialog (touch UI) node; fields map to JCR properties.

  • Multi-site management uses blueprints and live copies; rollout configurations push blueprint changes to live copies.

  • Launches let authors stage content changes and publish them later; a launch is promoted to make changes live.

  • Versioning creates a snapshot of a page; authors can compare versions and restore a prior version.

  • The page properties dialog holds metadata, navigation settings, and advanced tab values such as template and vanity URLs.

  • The Assets side panel in the page editor allows inserting and referencing DAM assets directly into components.

  • The content tree and rail (Components, Assets, Content Tree) are the primary authoring tools in the touch UI.

Quick reference

Page and Component Management

  • A component is defined by a resource type under /apps; its rendering script can be HTL, JSP, or a servlet.

  • HTL (Sling Templates) uses data-sly-* attributes; it is preferred over JSP for new components.

  • The proxy component pattern inherits from a core component and overrides only what is needed; sling:resourceSuperType points to the base.

  • Editable templates define the structure and allowed components via policies; policies live under /conf.

  • The component policy mapping controls which components are allowed in a template's parsys/container.

  • Client libraries (clientlibs) are defined with cq:ClientLibraryFolder and categories; they bundle CSS/JS and are included via data-sly-call or the page component.

  • The responsive grid uses the Layout Container (or parsys) and breakpoints defined in the template policy.

  • AEM core components are extensible, accessible, and versioned; they are the recommended building blocks for new sites.

  • Sling Models map resource properties to Java objects and are commonly used in component logic.

Quick reference

Digital Asset Management and Content Reuse

  • The DAM stores assets under /content/dam; each asset has a metadata node (jcr:content/metadata).

  • Renditions are generated versions of an asset (e.g., thumbnail, web rendition); the original is the source.

  • Metadata schemas define which metadata fields appear on assets; they are configured per folder or globally.

  • Smart Tags and Smart Cropping use Adobe Sensei; they are configured via processing profiles.

  • Processing profiles apply to folders and control renditions, smart tagging, and metadata.

  • Content Fragments are structured content (model-driven) reusable across channels; Experience Fragments are reusable page sections.

  • The Content Fragment Model defines fields and is used to author fragments; fragments can be delivered via the JSON API.

  • Experience Fragments can be exported to Adobe Target and used in other AEM sites.

  • Asset collections and shared links support reuse and distribution; the Assets API supports programmatic access.

Quick reference

Workflows, Publishing, and Content Governance

  • A workflow model is a series of steps (participant, process, OR split/join) defined in the workflow editor.

  • Workflow launchers trigger a workflow when content is created, modified, or deleted, based on path and node type.

  • The inbox holds work items for participants; workflows can be completed, delegated, or stepped back.

  • Replication is the publish mechanism; it can be triggered manually, via workflow, or scheduled.

  • The publish queue shows pending replication; agents can be tested and flushed if stuck.

  • Scheduled activation/deactivation uses the 'Activate Later' or 'Deactivate Later' options.

  • The Timeline rail shows versions, workflow history, and comments on a page.

  • Content governance uses permissions, workflow approvals, and the audit log to control who changes what.

  • The package manager and content packages are used for content transfer and backup.

Quick reference

Personalization, Targeting, and User Experience

  • ContextHub stores client-side context (e.g., geolocation, browser, segment) and is configured per site.

  • Audiences (segments) are defined in the Audiences console and can be based on context, profile, or custom logic.

  • Targeting mode in the page editor shows how different audiences see targeted components.

  • The Targeting component allows authors to define experiences per audience on a page.

  • Adobe Target integration allows A/B and multivariate tests and personalized offers from AEM.

  • AEM can use Adobe Experience Platform segments via the Experience Platform integration.

  • Personalization requires the ContextHub or client context to evaluate segments at request or client time.

  • Activities in Adobe Target are managed in Target; AEM can export offers and experiences to Target.

  • Segments can be combined with AND/OR logic; test the audience logic in Targeting mode before publishing.

Quick reference

Analytics, Reporting, and Site Performance

  • Adobe Analytics integration is configured via the Cloud Services configuration and the Analytics framework.

  • The Sites console has a Reports view (e.g., page activity, content insights) when integrations are configured.

  • Content Insights surfaces analytics data on pages in the page editor.

  • The Dispatcher caches pages; cache hit ratio and invalidation are key performance levers.

  • Clientlib minification and combining reduce requests; the AEM clientlibs can be minified via the HTML Library Manager.

  • The performance budget should be validated with Lighthouse or similar; image renditions should be served responsively.

  • The replication queue and dispatcher flush logs help diagnose stale content.

  • AEM as a Cloud Service provides Cloud Manager reports and CDN caching.

  • The page performance can be monitored via the Request Log Analyzer and the error log on Author/Publish.

Quick reference

Administration, Permissions, and Business Practitioner Practices

  • Users and groups are managed in the Security console; permissions are granted to groups, and users inherit from groups.

  • ACLs are set on paths; the permission matrix shows read, modify, create, delete, and replicate.

  • The 'contributor' and 'author' groups are common; 'administrators' has full access.

  • AEM as a Cloud Service uses Adobe IMS for authentication; local users are limited.

  • The package manager and the CRXDE Lite (where available) are admin tools; CRXDE Lite is disabled on Cloud Service.

  • The audit log records security and content changes; it is used for governance and troubleshooting.

  • Backups and version purges are admin tasks; version purge removes old versions to control repository size.

  • The OSGi web console lists bundles, components, and configurations; it is used for troubleshooting.

  • Business practitioners should validate permissions by impersonating a user in the Security console.