IBM Case Manager: Configure Security V5.3.2 (F2920G)

IBM Case Manager: Configure Security V5.3.2 (F2920G)


In this course you will configure security for IBM Case Manager environments and solutions. You will work with project areas, control access to cases, and create security configurations. You will deploy a solution in a new environment and use a security configuration package file to manage solution security. You will customize security settings with a custom privilege definition and use security proxies to automate security changes.


  • Configure security in an IBM Case Manager development environment.
  • Create a security configuration package file.
  • Export a solution and a security configuration package file to a new environment.
  • Use a security configuration to apply security settings in a new environment.
  • Customize security settings.

Course Outline

Unit 1 - Overview of security deployment

  • Describe the process for deploying a security configuration
  • Identify the security goals for each environment type


Unit 2 - Work with project areas

  • Create a project area
  • Add users to a project area


Unit 3 - Manage access to cases

  • Describe object security in a target object store
  • Create roles for a case
  • Create an in-basket for all assigned work
  • Assign users to case teams


Unit 4 - Create a security configuration

  • Create a security configuration
  • Edit security configuration permissions
  • Apply a security configuration to a solution


Unit 5 - Configure target object store security

  • Organize users and groups for target object store access


Unit 6 - Configure deployed solution security

  • Package and export a solution
  • Import a solution to a new environment
  • Apply a solution configuration


Unit 7 - Customize a privilege definition

  • Create a custom privilege definition
  • Apply a custom privilege definition to a security configuration


Unit 8 - Use security proxies

  • Describe a security proxy scenario
  • Use a security proxy to modify permissions on a case
  • Describe how to transfer a solution with security proxies to a new environment

Unit A - Automate case security changes

  • Describe a scenario for automating security changes
  • Use a FileNet workflow to change permissions on a case by using a security proxy

Unit B - Additional security configurations

  • Analyze scenarios that require specific security customizations
  • Knowledge of Case Manager concepts, such as case management, case, solution, task.
  • Ability to build, validate, deploy, and test solutions.
  • or Build an IBM Case Manager Solution V5.3.2 (classroom)(F2910G)
  • or Build an IBM Case Manager SolutionV5.3.2 (self-paced)(F2919G)
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