IBM Case Foundation 5.2.1 – Administration

IBM Case Foundation 5.2.1 – Administration

Course code: F247G

Duration: 4 Days

Prerequisite:

•    Familiarity with Windows 2008 operating systems.
•    Familiarity with Java and Java Virtual Machines.
•    General knowledge of relational database management systems.
•    General knowledge of P8 Platform security concepts.
•    General workflow terminology:
o    Workflow
o    Workflow definitions
o    Queues
o    Rosters.
•    Start a P8 Platform system.
•    Familiarity with P8 Platform administration interfaces, including:
o    Administration Console for Content Platform Engine
o    IBM Content Navigator

Course Description:

This course is for anyone who is responsible for day-to-day operations of a production IBM Case Foundation workflow application. You work with an IBM Case Foundation system to practice and complete workflow system administration tasks. 

Course Objectives:

After taking this course, you should be able to:

•    Configure the workflow system
o    Identify the components of a workflow system.
o    Create and configure a workflow system to support FileNet workflow applications.
o    Create and configure an isolated region.
o    Create a connection point and isolated region.
o    Create isolated region objects.
o    Expose data fields.
o    Define indexes for queues and rosters.
o    Create and configure in-baskets and roles.
o    Configure Content Navigator for workflow.
o    Configure a web application and step processor

•    Security
o    Inspect workflow system security settings.
o    Add users and groups to a workflow system.
o    Identify and resolve security issues.

•    Maintain the Workflow System
o    Use administrative tools for maintenance
o    Monitor with the Process Services Ping page
o    Monitor with System Dashboard
o    Monitor with vwtool
o    Maintain event logs

•    Manage Work in Progress
o    Use Case Foundation tools to search for work with basic and advanced search criteria.
o    Modify work items.
o    Process and manage work.
o    Manage a workflow exception.

•    Component Integration
o    Understand the purpose of component integration in workflow applications.
o    Understand the architecture of the Component Manager Frameworks.
o    Understand what component queues provide.
o    Create and configure a Java component.
o    Monitor and maintain component queues.

Intended Audience:

•    A Workflow System Administrator is responsible for day-to-day operations of a production IBM Case Foundation workflow application.
•    A Workflow System Administrator is typically required to help workflow participants to do the following tasks:
o    Locate work and complete workflows.
o    Respond to management decisions that require changes to work items.
o    Gather information about workflow activity to help management make business decisions.

Course Outlines:

•    Configure the workflow system

•    Workflow system concepts
o    What is a workflow system?
o    What is the purpose of a workflow system?
o    Workflow system components
o    Connection points
o    Isolated regions

•    Understand a workflow system and its function
o    Identify the components of a workflow system

•    Create and configure a workflow system to support FileNet workflow applications.
o    General properties of a workflow system
o    Runtime Options
o    Language Packs
o    Web Applications
o    DbExecute Connections
o    Remote Servers
o    Isolated Regions
o    Fine-tuning the workflow system

•    Create and configure an isolated region.
o    Create a connection point and isolated region.

•    Create isolated region objects.
o    Create and configure Queues.
o    Create and configure Rosters.
o    Create and configure Event logs.
o    Create and configure Application Spaces

•    Expose data fields.
o    Expose data fields to queues and event logs.

•    Define indexes for queues and rosters.
o    Create an index.
o    Configure queues and event logs to use the index.
•    Create and configure in-baskets and roles.
o    Create and configure an in-basket.
o    Create roles.
o    Add in-baskets and members to roles.

•    Configure Content Navigator for workflow.
•    Create a desktop.
•    Create a repository for the connection point.
•    Configure the desktop for workflow.
•    Configure the desktop to open Process Designer and Process Tracker.
•    Configure a web application and step processor.
o    Configure a web application.
o    Deploy a step processor.
o    Configure a step processor.

•    Security
o    Security overview
o    Layers of security
o    Object store security
o    Isolated region security
o    Workflow system security groups
o    In-baskets
o    Application spaces
o    Roles
o    Avoid security conflicts

•    Security configuration
o    About isolated region security
o    Control access to queues
o    Control access to rosters
o    Control access to rosters: recommended practice
o    Roster and queue security settings
o    How to configure queue and roster security

•    Maintain the Workflow System
o    Use administrative tools for maintenance
o    Maintaining a workflow system
o    Administrative tools for the Workflow system
o    Administration Console for Content Platform Engine
o    Lock an isolated region
o    Workflow system component administration
o    Process Administrator
o    Start Process Administrator
o    Process Services Ping page
o    System Dashboardvwtool
o    Logging systems

•    Monitor with the Process Services Ping page
o    Process Services Ping Page
o    Process Services Ping Page: Overview
o    Process Services Ping Page: URL
o    Ping Page: Log file location
o    Ping page: Helpful links
o    Sample: API Stats

•    Monitor with System Dashboard
o    What is System Dashboard?
o    Why use System Dashboard?
o    Dashboard Terms (1)
o    Dashboard Terms (2)
o    System Dashboard Structure
o    Create clusters to view data
o    Use the Dashboard views
o    Execute options for Listener node and view data
o    Archiving Manager
o    Configuration Guidelines
o    Process counters to watch (examples)

•    Monitor with vwtool
o    Use vwtool to monitor an isolated region
o    Start vwtool
o    Obtain status information on workflow system
o    Run loadstatus
o    Report memory usage, database usage
o    Report version and system configuration

•    Maintain event logs
o    Event tools
o    Event architecture1
o    About event loggingView event logs
o    View events with New Workflow Search
o    View events with Process Administrator
o    Event log maintenance guidelines
o    Select event log options
o    PELog

•    Troubleshoot the workflow system
o    Troubleshooting overview
o    Support resources
o    Collecting data
o    For Process Clients issues: fnlog4j.properties
o    Fnlog4j concepts
o    Enable fnlog4j
o    Two trace methods both use log4j
o    vwtool trace log options

•    Manage Work in Progress
o    Search for work
o    Process Administrator
o    Search options
o    Viewing workflows and work items
o    View and customize search results
o    Ways to refine a search for work
o    Use exposed fields in searches
o    Use the Criteria tab to filter a search
o    Search user queues
o    View workflow history in Process Tracker

•    Modify work
o    Reasons to modify work
o    Tools for modifying work
o    Work item status
o    Locking work
o    About workflow properties
o    Modify data field values
o    Modify workflow groups
o    Open workflow or work item in Process Tracker
o    Modify an attachment reference
o    Considerations for modifying work

•    Process and manage work
o    Tools for processing and managing work
o    Ways to complete work items
o    Assign or reassign work to participants
o    Terminate work
o    Delete work
o    Designate a substitute participant
o    Unlock work
o    Add and remove trackers

•    Manage workflow exceptions
o    About workflow exceptions
o    Conductor queue
o    Get information about workflow exceptions
o    View the information stack
o    Modify workflows and work items

•    Component Integration
o    Component integration concepts
o    Purpose of component integration
o    Component integrator
o    Component Manager Frameworks
o    Deciding on a Component Manager Framework
o    Component behavior
o    Types of components
o    Java adapter
o    JMS adapter

•    Create and configure component queues
o    How to create and configure component queue
o    Procedure: Create and configure a component queue
o    Create a code module
o    New Component Queue wizard
o    Adapter properties
o    JAAS credentials
o    Configure the Java Message Service adapter
o    What is a queue operation?
o    Elements of an operation
o    Operation parameters
o    Import Java component queue operations
o    Define JMS component queue operations
o    Stopping and starting component queues
o    Diagnosing Component Manager issues

•    Appendix
•    Appendix A. Start and Stop System Components
•    Appendix B. Solutions to exercises
•    Appendix C. Checkpoint solutions
•    Appendix D. Checkpoint solutions
•    Appendix E. Solutions to exercises
•    Appendix F. Troubleshooting