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IBM Case Foundation - Administration

( Duration: 4 Days )

In IBM Case Foundation - Administration training course, you will learn the day-to-day system administration tasks of a production IBM Case Foundation workflow application.

By attending IBM Case Foundation - Administration workshop, delegates will learn 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 vwtool
    • 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

  • 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
    • Workflow definitions
    • Queues
    • Rosters
  • Familiarity with P8 Platform administration interfaces, including:
    • Administration Console for Content Platform Engine
    • IBM Content Navigator

This IBM Case Foundation - Administration class is intended for Workflow System Administrators

COURSE AGENDA

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

Understand a workflow system and its function

  • Identify the components of a workflow system
3

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
4

Create and configure an isolated region

  • Create a connection point and isolated region
5

Create isolated region objects

  • Create and configure Queues
  • Create and configure Rosters
  • Create and configure Event logs
  • Create and configure Application Spaces
6

Expose data fields

  • Expose data fields to queues and event logs
7

Define indexes for queues and rosters

  • Create an index
  • Configure queues and event logs to use the index
8

Create and configure in-baskets and roles

  • Create and configure an in-basket
  • Create roles
  • Add in-baskets and members to roles
9

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
10

Configure a web application and step processor

  • Configure a web application
  • Deploy a step processor
  • Configure a step processor
11

Security overview

  • Layers of security
  • Object store security
  • Isolated region security
  • Workflow system security groups
  • In-baskets
  • Application spaces
  • Roles
  • Avoid security conflicts
12

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
13

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
14

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
15

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)
16

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
17

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
18

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
19

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
20

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
21

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
22

Manage workflow exceptions

  • About workflow exceptions
  • Conductor queue
  • Get information about workflow exceptions
  • View the information stack
  • Modify workflows and work items
23

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
24

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

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