IBM Case Foundation 5.2.1 - Configure the workflow system - F231G

Beschreibung

The skills that are needed to configure a workflow system to support FileNet workflow applications.
The skills that are needed to configure an IBM Content Navigator desktop for workflow.

Workflow system concepts

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

Configure a workflow system.

Create a workflow system
Configure a workflow system
Workflow system properties
Runtime Options
Language Packs
Web Applications
DbExecute Connections
Remote Servers
Isolated Regions
Advanced workflow system properties

Configure an isolated region and region objects.

Create an isolated region and connection point
Queues, rosters and event logs
Application spaces
Roles and in-baskets
Verify region configuration
Export a region
Import a region

Expose data fields.

Workflow data fields
User fields
System data fields
Expose data fields
Expose system data fields
Expose user fields
Create application space roles
Create in-baskets for queues

Define indexes.

Purpose of indexes
What to consider before defining an index
Simple and composite indexes
Create an index
Manage indexes

Configure in-baskets and roles.

Use ACCE, select the LoanQueue
Select the in-baskets tab
Create the in-basket NewLoans
Configure the Columns and Labels
Create an Optional Filter, Find Customer
Select the In-Basket Content Tab
Select the Custom Attributes tab

Configure Content Navigator for workflow.

Purpose of a Content Navigator desktop
Create an IBM Content Navigator desktop
Configure the desktop for workflow
Register the process applets plug-in
Configure the desktop to open Process Designer and Process Tracker

Configure a web application and step processor.

What is a web application?
Web applications and isolated regions
Configure a web application
What is a step processor?
Types of step processors
Configure a step processor.

Appendix

Solutions to Exercises.
Start and Stop System Components.
Troubleshooting

Ziel

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.

Anforderungen an die Teilnehmer

You should have:

Basic knowledge of organization’s business process applications.
Basic knowledge of database technology.
PCs, networks, and their organization’s server operating systems at the expert level

You should have also taken:

IBM FileNet Content Manager 5.2: Implementation and Administration (F115G)
IBM Case Foundation 5.2.1: Introduction (F230G)

Teilnehmer

This intermediate course is for:

Workflow System Administrator responsible for day-to-day operations of production FileNet Workflow applications and maintenance of the workflow systems.

Workflow Author responsible for designing and implementing FileNet workflow applications in the development environment. The Workflow Author prepares the workflow system objects for the FileNet workflow applications, which typically provide advanced work management and process automation functions integrated with content management.

Anyone who administers or develops workflows.