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IBM Case Foundation 5.2.1: Configure the workflow system (F231G)

IBM Case Foundation 5.2.1: Configure the workflow system (F231G)

Overview

Duration : 2 Days

This course trains :

  • The skills that are needed to configure a workflow system to support FileNet workflow applications.
  • The skills that are needed to configure an IBM Content Navigator desktop for workflow.

Objectives

Course Objectives

  • Understand a workflow system and its function.
  • Identify the components of a workflow system.
  • Create and configure a workflow system to support FileNet workflow applications.
  • General properties of a workflow system
  • Runtime Options
  • Language Packs
  • Web Applications
  • DbExecute Connections
  • Remote Servers
  • Isolated Regions
  • Fine-tuning the workflow system
  • Create and configure an isolated region.
  • Create a connection point and isolated region.
  • Create isolated region objects.
  • Create and configure Queues.
  • Create and configure Rosters.
  • Create and configure Event logs.
  • Create and configure Application Spaces.
  • Expose data fields.
  • Expose data fields to queues and event logs.
  • Define indexes for queues and rosters.
  • Create an index.
  • Configure queues and event logs to use the index.
  • Create and configure in-baskets and roles.
  • Create and configure an in-basket.
  • Create roles.
  • 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.
  • Configure a web application.
  • Deploy a step processor.
  • Configure a step processor.

Course Outline

1. Workflow system concepts

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


2. Configure a workflow system.

  • Create a workflow system
  • Configure a workflow system
  • Workflow system properties
  • Runtime Options
  • Language Packs
  • Web Applications
  • DbExecute Connections
  • Remote Servers
  • Isolated Regions
  • Advanced workflow system properties 


3. Configure an isolated region and region objects.

  • Create an isolated region and connection point
  • Queues, rosters and event logs
  • Application spaces
  • Roles and in-baskets
  • Verify region configuration
  • Export a region
  • Import a region


4. Expose data fields.

  • Workflow data fields
  • User fields
  • System data fields
  • Expose data fields
  • Expose system data fields
  • Expose user fields
  • Create application space roles
  • Create in-baskets for queues 


5. Define indexes.

  • Purpose of indexes
  • What to consider before defining an index
  • Simple and composite indexes
  • Create an index
  • Manage indexes


6. Configure in-baskets and roles.

  • Use ACCE, select the LoanQueue
  • Select the in-baskets tab
  • Create the in-basket NewLoans
  • Configure the Columns and Labels
  • Create an Optional Filter, Find Customer
  • Select the In-Basket Content Tab
  • Select the Custom Attributes tab 


7. Configure Content Navigator for workflow.

  • Purpose of a Content Navigator desktop
  • Create an IBM Content Navigator desktop
  • Configure the desktop for workflow
  • Register the process applets plug-in
  • Configure the desktop to open Process Designer and Process Tracker 


8. Configure a web application and step processor.

  • What is a web application?
  • Web applications and isolated regions
  • Configure a web application
  • What is a step processor?
  • Types of step processors
  • Configure a step processor. 


9. Appendix

  • Solutions to Exercises.
  • Start and Stop System Components.
  • Troubleshooting
Yes.

You should have: 

  • Basic knowledge of organization business process applications.
  • Basic knowledge of database technology
  • PCs, networks and their organization  server operating systems at the expert level


You should have also taken: 

  • IBM FileNet Content Manager 5.2: Implementation Administration (F115G)
  • IBM Case Foundation 5.2.1: Introduction (F230G)
Course ID:
F231G


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