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IBM Case Foundation 5.2.1 - Administration (F247G)

IBM Case Foundation 5.2.1 - Administration (F247G)

Overview

Duration : 4 Days


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. This course is comprised of the following units:

  • F231– IBM Case Foundation 5.2.1: Configure the workflow system
  • F232 – IBM Case Foundation 5.2.1: Security
  • F233 – IBM Case Foundation 5.2.1: Maintain the Workflow System
  • F234 – IBM Case Foundation 5.2.1: Manage Work in Progress
  • F236 – IBM Case Foundation 5.2.1: Component Integration

 

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course. http://www.ibm.com/training/terms

 

Objectives

Course Objectives:

Upon completion of this course, participants will be able to:

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

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

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

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

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

Course Content

  • Configure the workflow system

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

  • 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

Yes

Prerequisites:

  • 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:

  • Workflow definitions
  • Queues
  • Rosters.


Start a P8 Platform system.


Familiarity with P8 Platform administration interfaces, including:

  • Administration Console for Content Platform Engine
  • IBM Content Navigator.

 

Recommended training path:

  • F230 IBM Case Foundation 5.2.1: Introduction
  • F247 IBM Case Foundation 5.2.1: Administration

 

Course ID:
F247G


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