IBM Case Foundation 5.2.1 – Administration
Schedule
Start | End | Duration | Location | Details |
---|
Course Details
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