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Introduction
Course Overview
Introduction to IBM Case Manager 5.2
Target Audience:
Anyone designing or supporting solutions with ICM 5.2
Suggested Prerequisites:
Familiarity with IBM Case Manager 5.1.1
Version Release Date: September 13, 2013
Copyright
Copyright International
International Business
Business Machines
Machines Corporation
Corporation 2013.
2013. All
All Rights
Rights Reserved.
Reserved.
US
US Government
Government Users
Users Restricted
Restricted Rights
Rights -- Use,
Use, duplication
duplication or
or disclosure
disclosure restricted
restricted by
by GSA
GSA ADP
ADP Schedule
Schedule Contract
Contract with
with
IBM
IBM Corp.
Corp.
Copyright IBM Corp. 2013.
Course Objectives
After this course you will be able to:
Understand, at a high level, the
New features in IBM Case Manager (ICM) 5.2, including the motivation
behind them
Architecture of ICM 5.2, and how it differs from ICM 5.1.1
Upgrade path from ICM 5.1.1 to ICM 5.2
Platform and Language support
Course Roadmap
Web Based
Administration
Built-in Rules
Collaborative Solution
Design
Content Navigator
document capabilities
Mobile Case Client
7
Web Based
Administration
10
11
Web Based
Administration
Deploy solution
Copy solution
Manage project areas
Promote solution to
template
Export solution
Security configuration
wizard
Audit/History configuration
wizard
12
Built-in Rules
13
Collaborative Solution
Design
14
15
Built-in Rules
16
Built-in Rules
Access/update case
properties from your rules
rules
Execute a rule as a step in a
task (uses a component step)
Supports defining external
variables that are not specific
to a case instance
17
Collaborative
Solution Design
Properties
and
Case
Types
Roles
and
Inbaskets
Page
Layou
t1
Page
Layou
t2
Propert
y View
Layout
Propert
y View
Layout
Page
Layou
tn
Propert
y View
Layout
n
18
Rule
Rule
Task
Process
Task
Process
Rule
3
Task
Process
3
19
Case Visualizer
20
21
Content Navigator
document capabilities
Mobile Case Client
22
In-basket enhancements
& Case Operations
Expanded Platform
Support
Enhanced Case
Client UI
23
Content Navigator
document capabilities
Copyright IBM Corp. 2013.
24
Widget enhancements
Improvements to many widgets
Highlights
Fully customizable toolbars
and context menus
In-basket properties updated
automatically when case
property is updated
In-basket filtering
enhancements
Grid-view for Case List
search results
Advanced search
improvements
IBM OneUI look-and-feel
Copyright IBM Corp. 2013.
25
Case Client UI
Toolkit
JavaScript Toolkit
26
Case Client UI
Toolkit
JavaScript Toolkit
IBM Content Navigator web client
Case Manager Case Client plug-in
Page n
Page 1
In-basket page
widget
InBasketContainer
events
ReAssign Dialog
Toolbar
Case Information
page widget
page widget
Custo
m
Action
Content grid
Add
case
action
Properties page
widget
events
Page widget
Case Toolbar
page widget
Comment Action
Repositor
y
Result Set
Solution
Task
Property
Controller
Case
27
Consistent end-user
experience
Simplified HA/DR configuration
Simplified security
configuration
Case Client UI
Toolkit
28
Case operations
Out-of-the-box Case Manager
component operations simplify solution
development
Extends what can be done today using
the general CE_Operations
Example operations include:
Create new cases of a specified
type
File documents into case folders
Create subfolders under case
folders
29
30
Expanded Platform
Support
31
Course Roadmap
32
ICM 5.2 Case Client is hosted as a plug-in in IBM Content Navigator (ICN)
which provides the application container (authentication, access to CPE
services)
Design time
Legend
Content Navigator
Case Builder
Workplace XT
Case Manager
ACCE
Administration
Case Client
Case Foundation
ICM
** Post qualified
after GA
Case Builder
Workplace XT
Case
Client
Plug-in
Case
Administration
Application Servers
Plug-In
Case REST
PE REST
CMIS
eForms and
IBM Forms
Connector
Content Navigator
Case Services
LDAP
Case Add-ons/Events/Operations
FileNet
Deployment
Manager
(Desktop Client)
Case Client
page
container and
widgets
ObjectStores
Stores
Object
/Workflow System
Rules
Embedded
Rules
Cached
Solution
Pages
(HTML)
Config Files
Network Shared
Directory
Design time
Legend
Case Foundation
Content Navigator
Case Builder
Workplace XT
Case Manager
ACCE
Administration
ICM
Case Client
bundled
not bundled
Case
Client
Plug-in
Case
Application Servers
Case Builder
Workplace XT
Administration
Plug-In
Case Client
page
container and
widgets
** Post qualified
after GA
Case Services
eForms and
IBM Forms
Connector
Collaboration Plug-in **
Content Navigator
FileNet
Deployment
Manager
(Desktop Client)
Sametime
Case Add-ons/Events/Operations
services
Proxy Server
LDAP
Case analyzer
IBM Forms
Community Server
IBM Content
Analytics
ObjectStores
Stores
Object
/Workflow System
Cognos Real
Time Monitor
Case Analyzer
Rules
Embedded
Rules
Cached
Solution
Pages
(HTML)
Web
Services
IBM
Business Process Manager
Config Files
IBM Cognos BI
MS Excel
OLAP
(MS SQL Server)
Network Shared
Directory
IBM
Operational Decision Manager
(rules)
37
Course Roadmap
38
Upgrade Summary
In a production environment, from the same Target Object Store you
can run an ICM 5.1.1 solution side-by-side with other solutions that
have been created in or upgraded to ICM 5.2
Enables gradual migration of solutions through co-location of ICM 5.1.1
solutions and ICM 5.2 solutions
ICM
5.1.1.1
P8 5.1
P8
5.2.0.2
Solution 1
ICM
5.1.1.1
ICM 5.2
P8
5.2.0.2
Solution 1
Solution 1
ICM 5.2
P8
5.2.0.2
Solution 1
Solution 2
Solution 2
Object Store
Object Store
Object Store
Object Store
Initial State
Stage 1
Upgrade to P8 5.2
Stage 2
Add ICM 5.2 profile,
Develop new solutions in
5.2, access existing
Solutions using ICM 5.1.1
Stage 3
Over time, migrate
existing solutions
Time
Copyright IBM Corp. 2013.
40
Customized 5.1.1
web app?
Yes
Yes
Option 2
Continue running ICM 5.1.1 server and add an ICM 5.2 server
Create new design and target object stores in dev
Existing
Target
Object-store
System
Design
Object-store
Workflow
Existing
Existing ICM
5.1.1
Solution
Existing ICM
5.1.1
42
New
Design
Object-store
Solution
New
Target
Object-store
Workflow
Solution
System
ICM Server
Existing
Target
Object-store
System
Design
Object-store
Export
New ICM
5.2 WAS
Profile
Existing
New ICM
5.2 WAS
Profile
ICM Server
Workflow
WAS Profile
WAS Profile
Course Roadmap
43
44
45
46
47
Case Manager no longer has its own Database because Business Space
has been removed
Case Manager pre-requisite components define databases supported, so
databases are NOT explicitly called out as a pre-req for Case Manager
Any exceptions to supported databases are included as footnotes for the
pre-requisite component, eg.
48
49
50
Optional Components
51
52
Course Roadmap
53
Language Support
All Group 1 languages supported
Group 2 languages supported
Arabic, Croatian, Czech, Dutch, Danish, Finnish, Greek, Hebrew,
Hungarian, Norwegian, Polish, Portuguese, Romanian, Russian,
Slovak, Slovenian, Swedish, Thai and Turkish
Languages in blue are newly supported in this release
54
Course Roadmap
55
Course Summary
You have completed this course and :
Understand, at a high level the
New features in IBM Case Manager (ICM) 5.2, including the motivation
behind them
Architecture of ICM 5.2, and how it differs from ICM 5.1.1
Upgrade path from ICM 5.1.1 to ICM 5.2
Platform and Language support
56
Contacts
Product Marketing Manager: William (Doc) Mills
(wdocmills@us.ibm.com)
Product Manager: Dave Perman (dperman@ca.ibm.com)
Subject Matter Experts (SME)/Area of Expertise: Lauren Mayes
(lmayes@us.ibm.com)
Support: Ted Dullanty (tdullanty@us.ibm.com)
57
Product Help/Documentation/Resources
IBM Case Manager: Converting REST API calls to Model API calls
https://www.ibm.com/developerworks/mydeveloperworks/blogs/e8206aad-10e2-4c49-b00cfee572815374/resource/ACM_LP/ICM52RESTtoModelAPI.pdf
Migrating a Custom Search Widget from ICM 5.1.1 to ICM 5.2
https://www.ibm.com/developerworks/mydeveloperworks/blogs/e8206aad-10e2-4c49-b00cfee572815374/resource/ACM_LP/ICM52MigrateCustomWidgets.pdf
Samples of using event scripting with event wiring
58
Questions
59