Schulung - IBM F247G - IBM Case Foundation 5.2.1 - Administration

Course Outline

Configure the workflow system

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

Security

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

Maintain the Workflow System

• 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
• 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
• 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)
• 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
• 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
• 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

Manage Work in Progress

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

Component Integration

• 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
• 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

Appendix

• Appendix A. Start and Stop System Components
• Appendix B. Solutions to exercises
• Appendix C. Checkpoint solutions
• Appendix D. Checkpoint solutions
• Appendix E. Solutions to exercises
• Appendix F. Troubleshooting

Objective

Upon completion of this course, participants will be able 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.