IBM Case Manager 5.2 - Customize and Extend the Features - F217G

Description

Customize the Case Manager Client User Interface

Customize the Case Manager Client appearance
Customize the Banner appearance
Customize the login page
Change Icons for the client
Modify the labels in the Case Manager Client
Specify Viewers for File Types
Viewer Maps
Add custom help topics
Creating a help plug-in
Toolbar widgets

Use Scripts to Customize Case Manager Client

IBM Case Manager Development Architecture
IBM Case Manager API toolkits
IBM Content Navigator APIs
IBM Case Manager JavaScript API
Collaborative editing of objects
Script Adapter widget
Adding discretionary tasks
IBM Case Manager classes and events for adding tasks
Adding a choice list to a case property
IBM Case Manager classes for adding a choice list
Data Validation based on a step response
Case custom workbench pages
Filter In-basket SA - Script Adapter widget
Filter Search SA - Script Adapter widget
Tips for the labs and lab overview

Develop Custom Widgets

Custom widget development overview
Developing case management applications
Creating a custom page widget and actions package
IBM Content Navigator plug-in for the custom widget package
Setting up the development environment for plug-ins
Create registry files for the custom widget package
Catalog JSON file
Page widget definition JSON file
IBM Case Manager custom page widget development
Implementing a page widget
Files used to implement a page widget
Contents in a custom page widget package
Options for widget package deployment and registration
Folder structure for the custom widget project
Implement toolbar and menu for your widget
Build and deploy a widget as an EAR file
Widget package structure
Custom case comment widget
Update an existing widget package with new widgets

Implement External Data Services (EDS)

Case data from an external data source
Sample external data service
Java code in the sample EDS service
External Data Configuration in the sample

Appendix

Start and Stop System Components
Debugging and troubleshooting
Additional Information and links

Aim

Customize the Case Manager Client User Interface

Customize the banner and the login page
Associate a custom icon for a MIME type
Modify labels in the IBM Case Manager Client
Create a Viewer Map for PDF files
View the Microsoft Word documents in the FileNet Viewer
Edit the existing help topics
Create a help plug-in
Customize the toolbar to implement actions
Add a custom action as a menu item

Use Scripts to Customize Case Manager Client

Use Script Adapter to customize the Case client
Create a toolbar button to start a task
Dynamically add a choice list to a case property
Validate the data based on a step response
Create a case custom workbench page

Configure your system for the workbench page
Add a Script Adapter to filter In-baskets
Add a Script Adapter to filter cases



Develop Custom Widgets

Create an IBM Content Navigator plug-in project in Eclipse
Create catalog and widget definition JSON files
Implement a custom widget (Custom search)
Build and register the widget package
Test the custom widget
Create a Java project in Eclipse for a widget package
Implement toolbar and menu for your widget
Define widget properties, and add event handling for your widget
Build and deploy the widget package with an EAR file
Troubleshoot
Update an existing widgets package with new widgets (Custom case comment widget as an example)
Uninstall a custom widget package in IBM Case Manager

Implement External Data Services (EDS)

Check the sample EDS configuration
Change the field status dynamically for a property
Add an external choice list with EDS
Create dependent choice lists with EDS
Implement case property validation
Prefill an initial value for a case property
Set the case property field status as required
Appendix: Steps to set up the sample External Data Service

Participant requirements

You should have:

Intermediate level expertise in the following technologies:

Java
Dojo
JavaScript
JSON
HyperText Markup Language (HTML 5)
Cascading Style Sheets (CSS3)



Experience with Eclipse IDE for developing applications
Familiarity with deploying applications in WebSphere Application Server
Familiarity with Case Management concepts

Recommended prerequisite courses:

IBM Case Manager 5.2 Introduction to Case Manager (F215G)
IBM Case Manager 5.2: Build a Case Manager Solution (F212G)
IBM Content Navigator 2.0.2: Plug-ins and External Data Services (F122G)

Participant

This intermediate course is for anyone who needs to know the IBM Case Manager customization and developers who are responsible for:

Customizing and extending the IBM Case Manager features by developing widgets
Building a customized user interface for IBM Case Manager