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This course provides training in using Process Designer to create workflow definitions that can be used either in Case Foundation or Case Manager applications.

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What You'll Learn

Unit 1: Workflow Design Essentials

  • Create a workflow definition using Process Designer.
  • Use workflow properties and step parameters in a workflow definition.
  • Build simple and complex expressions to calculate property values and direct work.
  • Use a variety of step types to build a workflow definition.
  • Use subscriptions to launch workflows automatically from an initiating attachment.

Unit 2: Security

  • Inspect workflow system security settings.
  • Identify and resolve workflow system security-related issues.
  • Configure security for a workflow system.

Unit 3: Routing Work

  • Use conditions to direct the flow of work.
  • Create a parallel process in a workflow.
  • Create workflow group.
  • Define participant voting for a step.
  • Define participant voting for a step.
  • Use a submap
  • Identify system default submaps
  • Resolve business process exceptions
  • Create a workflow hierarchy

Unit 4: Control Workflow Progress

  • Add milestones and logging to a workflow.
  • Establish workflow and step deadlines.
  • Control processing times and delays.
  • Add checkpoint processing to a workflow.

Unit 5: External Communication

  • Use a DbExecute step in a workflow to integrate with an external database
  • Identify Component Integrator concepts and components
  • Integrate a CE_Operations component in a workflow
  • Integrate a Java component in a workflow
  • Invoke a Web Service in a workflow

Who Should Attend

Workflow authors who are responsible for designing and building workflow definitions in an IBM Case Foundation or IBM Case Manager development environment.

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Prerequisites

Before attempting this course, it is recommended that you have the following skills:

  • Familiarity with Windows 2008 operating systems.
  • General knowledge of P8 Platform security concepts.
  • General workflow terminology:
    • Workflow.
    • Workflow definitions.
    • Queues.
    • Rosters.
  • Start a P8 Platform system.
  • Familiarity with P8 Platform interfaces, including:
    • Administration Console for Content Platform Engine.
    • IBM Content Navigator.
    • Process Configuration Console.
    • Process Designer.
    • Process Administrator.
    • Process Tracker.
  • Recommended training: IBM Case Foundation 5.2.1: Introduction (F230G).

Learning Journey

Coming Soon...

Workflow Design Essentials

  • Create a workflow definition
  • Configure workflow properties
  • Explore workflow step types
  • Build expressions
  • Launch workflows with subscriptions

Security

  • Security overview
  • Security configuration

Routing Work

  • Conditional routing
  • Parallel processing
  • Manage participation
  • Work with submaps
  • Handle workflow exceptions
  • Workflow inheritance

Control Workflow Progress

  • Milestones and logging
  • Workflow deadlines
  • Timers and delays
  • Checkpoints

External Communication

  • External database integration
  • Component integrator architecture
  • Using components
  • Web services

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