IBM Case Foundation 5.2.1 - Administration (F247G)

IBM Case Foundation 5.2.1 - Administration (F247G)


Duration: 4 days

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.


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 Outline

1. Configure the workflow system

2. Workflow system concepts

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


3. Understand a workflow system and its function.

  • Identify the components of a workflow system.


4. 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


5. Create and configure an isolated region.

  • Create a connection point and isolated region.


6. Create isolated region objects.

  • Create and configure Queues.
  • Create and configure Rosters.
  • Create and configure Event logs.
  • Create and configure Application Spaces.


7. Expose data fields.

  • Expose data fields to queues and event logs.


8. Define indexes for queues and rosters.

  • Create an index.
  • Configure queues and event logs to use the index.


9. Create and configure in-baskets and roles.

  • Create and configure an in-basket.
  • Create roles.
  • Add in-baskets and members to roles.


10. Configure Content Navigator for workflow.

11. Create a desktop.

12. Create a repository for the connection point.

13. Configure the desktop for workflow.

14. Configure the desktop to open Process Designer and Process Tracker.

15. Configure a web application and step processor.

  • Configure a web application.
  • Deploy a step processor.
  • Configure a step processor.


16. Security

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


17. 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


18. 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


19. 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


20. 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)


21. 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


22. 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


23. Troubleshoot the workflow system

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


24. 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


25. 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


26. 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


27. Manage workflow exceptions

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


28. 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


29. 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


30. 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


  • 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:

Show Schedule for: