Lauren Mayes
Product Architect, STSM
September 6, 2013
Product Architecture Training (PAT)
IBM Case Manager 5.2
Architecture Overview
Copyright IBM Corp. 2013.
Course materials may not be reproduced in whole or in part without prior written permission of IBM.
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Copyright IBM Corp. 2013.
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
Be prepared for the detailed PxT sessions
Copyright IBM Corp. 2013.
Course Roadmap
New Feature Overview
Architecture
Upgrade Path
Platform Support
Language Support
Demo
Course Summary
Copyright IBM Corp. 2013.
Key Themes and Customer Benefits
Streamlined Software Management and
Deployment
Reduction in loosely coupled, separately
managed components will significantly reduce
complexity and troubleshooting that negatively
impact time to value
Enhanced Solution Development
Deliver faster time to ROI by making it easier to
design, build and deploy case solutions
More Case Centricity
Providing case workers with more visibility into
the state of a case and offering additional
capabilities to drive cases to successful outcomes
Much More Flexible and Extendable Case Client
Application Platform
Deliver a client application platform that is
consistent with other ECM solutions and allows
much more reuse of existing components when
customizing or extending
Copyright IBM Corp. 2013.
Streamlined Software Management and Deployment
Built On 5.2 Platform
Simplified Install and
Deployment
Web Based
Administration
Enhanced Solution Configuration
Built-in Page and Data
Layout Designer
Built-in Rules
Collaborative Solution
Design
More Case Centricity
Case Visualizer
Case Worker Defined
Task Flows
Much More Flexible and Extendable Case Client Application Platform
Enhanced Case Client
UI
Case Client UI Toolkit
Content Navigator
document capabilities
Mobile Case Client
7
Widget enhancements &
Case Operations
Expanded Platform
Support
Streamlined Software Management and Deployment
Built On 5.2 Platform
Simplified Install and
Deployment
Web Based
Administration
Built On 5.2 Platform
Built on the 5.2 Platform
Significant reduction in effort and cost to plan, install
and maintain ECM services for enterprise scale
deployments
Unified Content and Process server (CPE)
Single installer for CPE
Web-based administration client
Components that previously were separate now run in CPE EAR
Component manager services
Case analyzer services (collector/publisher)
Case analyzer services now support Linux/Unix
Additional enhancements for IBM Case Manager
Copyright IBM Corp. 2013.
Simplified Install and
Deployment
Simplified install and config
CPE 5.2 platform convergence simplifies installation and
HA/DR configuration
Removal of Business Space for the user interface
removes an installer, a database and simplifies HA/DR
configurations
Workplace XT is no longer required in test/production
environments
Unless using form policies, or have other custom dependencies from your
solution
XT is still used in ICM dev environments
Copyright IBM Corp. 2013.
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Simplified Install and
Deployment
Improved solution deployment
New wizards simplify configuring security and auditing,
including moving the configuration between
environments
FileNet Deployment Manager enhancements make it
simpler to move assets between environments
Improved documentation makes it easier to move
solution assets between environments
New tool supports optionally updating existing case
instances to use tasks defined in a later version of a
solution
Copyright IBM Corp. 2013.
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Web Based
Administration
New administration tool
Web-based IBM Case
Manager Administration client
Deploy solution
Copy solution
Manage project areas
Promote solution to
template
Export solution
Security configuration
wizard
Audit/History configuration
wizard
IBM Content Navigator
plug-in
Copyright IBM Corp. 2013.
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Enhanced Solution Configuration
Built-in Page and Data
Layout Designer
Built-in Rules
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Collaborative Solution
Design
Built-in Page and Data
Layout Designer
Page layouts in Case Builder
Page layout designer
integrated directly in Case
Builder
Default pages generated for
each solution
Replaces Business Space
Modify and add new pages
Configure page layout
Edit widget settings to
customize
All toolbars and menus are
configurable
Widgets similar to ICM 5.1.1
iWidgets
Register your own custom
widgets and toolbar/menu
actions
Wire widgets together, and
script using Java Script Adaptor
Copyright IBM Corp. 2013.
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Built-in Page and Data
Layout Designer
Property layouts in Case Builder
Configure how case
properties are
displayed to users
Multiple views
enable different
property layouts for
different pages
Settings enable finegrained control
Continued support for
electronic forms
designers (eForms,
IBM Forms)
Copyright IBM Corp. 2013.
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Built-in Rules
Rules integrated in Case Builder
Define rules directly in Case
Builder
Makes it easier for the
Business Analyst to author
rules without the need for
learning and using separate
tools
Separate installation and
administration of the ILOG
platform is no longer
required for basic rules
Ability to export rules to fully
featured IBM Operational
Decision Manager (ODM)
Copyright IBM Corp. 2013.
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Built-in Rules
Rules integrated in Case Builder
Two types of rules
Text-based, natural language
rules
Decision table
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
E.g. Interest Rate
You provide the external
value from the task process
Copyright IBM Corp. 2013.
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Collaborative
Solution Design
Collaborative solution design
Developer efficiency improved
because multiple users can
edit a solution in Case Builder
at the same time
Changes are saved as drafts
until you are ready to commit
and deploy changes
Properties
and
Case
Types
Roles
and
Inbaskets
Copyright IBM Corp. 2013.
Page
Layou
t1
Page
Layou
t2
Propert
y View
Layout
Propert
y View
Layout
Page
Layou
tn
Propert
y View
Layout
n
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Rule
Rule
Task
Process
Task
Process
Rule
3
Task
Process
3
More Case Centricity
Case Visualizer
Case Worker Defined
Task Flows
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Case Visualizer
Case visualizer and history
Highly visual, easy to use, case
timeline that gives case workers
a one stop overview of whats
happening in the lifecycle of a
case
Provides more visibility into
state of tasks and the work
items behind them
(Preview) Includes a new history
snapshot feature that allows you
to inspect the state of a case at
any moment in time and easily
discover changes that were
made
Data culled from CE audit event
and PE event logs
Copyright IBM Corp. 2013.
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Case Worker Defined
Task Flows
Case workers can define task flows
Authorized case worker can
define a sequence of actions
that need to be performed on
a case
Supports use cases where
the task flow is not well
understood/known ahead of
time
Intuitive outline style textbased editor, enables
defining work for humans
The user is also able to copy
and modify existing custom
tasks when creating new
ones
Copyright IBM Corp. 2013.
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Much More Flexible and Extendable Case Client Application Platform
Enhanced Case Client
UI
Case Client UI Toolkit
Content Navigator
document capabilities
Mobile Case Client
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In-basket enhancements
& Case Operations
Expanded Platform
Support
Enhanced Case
Client UI
Improved Case Client UI
Improved user interface, integrated in IBM Content Navigator
Displays pages configured in Case Builder
Cases
Copyright IBM Corp. 2013.
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Content Navigator
document capabilities
Improved document capabilities
Document related features in
Case Client leverage IBM Content
Navigator APIs
Includes
Multi-select drag & drop from the
file-system to add a case
document or attachment
Additional information available in
the Properties dialog including
versions, where filed, security
Entry templates (designed in XT,
end user UI in ICN)
Edit properties for multiple
documents
Document comments
Document download counts
Copyright IBM Corp. 2013.
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Widget enhancements &
Case Operations
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.
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Case Client UI
Toolkit
JavaScript Toolkit
New JavaScript toolkit that runs in the Browser
Simplifies event wiring scripting and custom
widget development
Extends the ICN JavaScript Toolkit with
ICM model classes
ICM page widgets
ICM utility classes (dialogs, actions)
Copyright IBM Corp. 2013.
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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
Add Doc dlg
Page widget
Case Toolbar
page widget
Comment Action
Content Navigator Model
Desktop
Repositor
y
Result Set
Case Manager Model
Request
Solution
Content Navigator Mid-Tier Services
Task
Property
Controller
Case Manager Mid-Tier Services ICN Plug-in
P8 Java APIs
Copyright IBM Corp. 2013.
Case
27
Benefits of new UI framework
Consistent end-user
experience
Simplified HA/DR configuration
Web UI design tools
integrated in Case Builder,
resulting in fewer tools
Page Layout designer
Properties View Layout
designer
JavaScript Toolkit enables more
extensive customization and
reuse of the out-of-the-box
components
Combines the power of the ICN
toolkit with the ICM toolkit
Copyright IBM Corp. 2013.
No longer need to install Business
Space
Simplified security
configuration
Web application development
improvements
Case Client UI
Toolkit
No need to define security on
spaces and pages, security is
defined on the solution objects
Simplified page deployment
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Does not require integration with a
separate tool to move pages
between environments, which can
be error-prone
Widget enhancements &
Case Operations
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
Copyright IBM Corp. 2013.
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Mobile Case Client
Mobile client access
Content Navigator Mobile iOS
iPad app supported searching
for cases in 5.1.1
New release includes iPad app
that provides access to more
Case Manager features
Solutions are defined in Case
Builder, including page layouts
iOS App is a thin wrapper
around web content that is
downloaded from ICM server
Widgets are dynamically
optimized for touch interface
Copyright IBM Corp. 2013.
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Expanded Platform
Support
Expanded platform support
Support for Oracle WebLogic Application Server
Includes core P8 components
Does not include optional components that dont support WebLogic
Sametime, IBM Forms, IBM Content Manager
New versions of WebSphere Application Server
Latest browser versions on Windows XP, 7, 8
New database versions supported by platform
Copyright IBM Corp. 2013.
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Course Roadmap
New Feature Overview
Architecture
Upgrade Path
Platform Support
Language Support
Demo
Course Summary
Copyright IBM Corp. 2013.
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Architectural differences between ICM 5.1.1 and 5.2
Business Space is no longer installed in ICM 5.2
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)
ICM 5.2 requires IBM Case Foundation 5.2
Workplace XT is now only required in the development environment
Hosts Process Designer, Entry Template Designer, Stored Search Designer, Form
Policy tools
Can be configured in the same WAS profile as ICM / ICN (same as 5.1.1)
Workplace XT is optional in production environments
Required if using XT policy-based forms or you have other custom integrations
into Workplace XT
ICN provides a redirect to view
Content Navigator and Workplace XT configured in different application server
profiles
Additional information is stored in network shared directory
Embedded rules repository
Cache for case client page layouts
Copyright IBM Corp. 2013.
Case Manager 5.2 Architecture with core components
Browser
Design time
Runtime & Admin
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
Case Java API
P8 Java APIs
Case Model Mid-Tier Plug-in
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
Content and Process Engine
ObjectStores
Stores
Object
/Workflow System
Rules
Embedded
Rules
Cached
Solution
Pages
(HTML)
Config Files
Network Shared
Directory
Case Manager 5.2 Architecture with integrated components
Browser
Design time
Runtime & Admin
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 Model Mid-Tier Plug-in
Case Services
eForms and
IBM Forms
Connector
Collaboration Plug-in **
Content Navigator
FileNet
Deployment
Manager
(Desktop Client)
Sametime
Case Add-ons/Events/Operations
services
(DEV only in bundle)
Proxy Server
LDAP
Case analyzer
IBM Forms
Community Server
Content and Process Engine
IBM
Content Manager
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)
Example of High Availability Deployment
Copyright IBM Corp. 2013.
Page deployment model
Copyright IBM Corp. 2013.
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Course Roadmap
New Feature Overview
Architecture
Upgrade Overview
Platform Support
Language Support
Course Summary
Copyright IBM Corp. 2013.
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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
When upgrading a solution to 5.2
Solution definition files are automatically upgraded from 5.1.1 to 5.2
No data upgrade is needed for cases/tasks/documents/etc
A new default web application is automatically generated
Any customizations to the ICM 5.1.1 web app must be applied to the ICM
5.2 web app, e.g.
Custom widgets and actions
Page layout, including widget configuration settings and wiring
Tools and resources are provided to assist transitioning web app
Guidelines and sample widgets
Tool that generates a checklist of ICM 5.1.1 web application customizations
Ability to continue running 5.1.1 web app, enables side-by-side comparison/testing
Copyright IBM Corp. 2013.
Recommended Upgrade Sequence
ICM
5.1.1
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.
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*additional fix packs/interim fixes apply
Overview of solution upgrade steps
Pre-requisite: upgrade to IBM Case Foundation 5.2.0.2
Development environment
Test / Production environments
1. Install and Configure ICM 5.2 in new WAS
profile
5. Install and Configure ICM 5.2
2. Upgrade solution (open in Case Builder)
Customized 5.1.1
web app?
Yes
3. Convert custom iWidgets to Dojo page
widgets
4. Customize page layouts in Case Builder
and test
Copyright IBM Corp. 2013.
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6. Import 5.2 solution from Dev and deploy,
disable access to solution from 5.1.1
No
No
All solutions moved?
Yes
7. Decommission 5.1.1 ICM WAS profile
Development environment for upgrading solutions
Option 1
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
Simpler option for solutions that have fewer web app
customizations, where there is no need to continue
maintaining a 5.1.1 solution
To upgrade, export it to new design object store
Can continue to maintain 5.1.1 version
Can be useful for sandbox/demo systems, or if there is only
one solution and it will be upgraded without requiring
maintenance in 5.1.1
Recommended for most scenarios
Existing
Target
Object-store
System
Design
Object-store
Workflow
Existing
Existing ICM
5.1.1
Upgrade solutions in-place
Solution
Existing ICM
5.1.1
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New
Design
Object-store
Solution
New
Target
Object-store
Case Foundation 5.2.0.2
Workflow
Copyright IBM Corp. 2013.
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
Case Foundation 5.2.0.2
*additional fix packs/interim fixes apply
Workflow
WAS Profile
WAS Profile
Course Roadmap
New Feature Overview
Architecture
Upgrade Overview
Platform Support
Language Support
Demo
Course Summary
Copyright IBM Corp. 2013.
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Platform Support Documentation
ICM 5.2 uses the IBM software compatibility reports
Previous hardware/software guide will not be updated to include
ICM 5.2
Always check the latest reports for the most up-to-date
information
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ECM Platform Prerequisites
IBM Case Manager 5.2 requires
IBM Case Foundation 5.2.0.2
IBM Content Navigator 2.0.2
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*additional fix packs/interim fixes apply
Platform Support Operating Systems
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Platform Support Application Servers
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Platform Support Databases
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.
Copyright IBM Corp. 2013.
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Platform Support LDAP and SSO
Case Manager relies on IBM Content Navigator for authentication
Content Navigator supports the same LDAP providers as FileNet Content
Manager
Content Navigator documents SSO products support
In ICM reports, see footnotes associated with pre-requisite components
Copyright IBM Corp. 2013.
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Platform Support - Browsers
ICM supports a subset of ICN
browsers, so they are explicitly
listed in the ICM reports
Chrome will be post-qualified
Chrome plug-in for IE8 will be postqualified
Footnotes document browser
operating systems supported and
any limitations, e.g.
Case History Visualizer is not
supported in IE8
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Optional Components
Embedded - no separate installer
IBM Business Rules Embedded 8.5
Note that iLog JRules is no longer bundled
In bundle - separate installer - limited license applies
Content Analytics 3.0
IBM Forms 8.0.1 (dev license only)
FileNet eForms (Designer) 4.0.2
IBM Cognos Real-time Monitor 10.1.1, 10.2
Not bundled separate installer
IBM Business Process Manager Advanced 8.5 *
Integration supports invoking an IBM BPM process from a task
Support for unified in-basket, which requires Business Space, no longer available
IBM Cognos Business Intelligence 10.2
To be post-qualified
IBM Sametime 8.5.2
IBM Content Manager 8.4.3.3
IBM Enterprise Records 5.1.1.1
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Summary of currently planned post-quals
5.1.1 capabilities that will be post-qualified after GA
IBM Content Manager integration
Solution document generation tool
Sametime web chat integration
Adds showing the display name for a user (instead of LDAP
short name), even when no Sametime server configured
Additional planned post-qualifications
Chrome browser
Win 2012
AD 2012
Copyright IBM Corp. 2013.
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Course Roadmap
New Feature Overview
Architecture
Upgrade Overview
Platform Support
Language Support
Demo
Course Summary
Copyright IBM Corp. 2013.
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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
IBM Business Rules Embedded limitations
8.5 only supports all Group 1, Dutch, Russian and Polish
translations
For other languages, supports vocabulary for Arabic, Hebrew
and Brazilian Portuguese
Bidi limitation
Displaying right-to-left and left-to-right simultaneously not
supported in ICN or ICM
Copyright IBM Corp. 2013.
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Course Roadmap
New Feature Overview
Architecture
Upgrade Path
Platform Support
Language Support
Course Summary
Demo
Copyright IBM Corp. 2013.
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
Are prepared for the detailed PxT sessions!
Copyright IBM Corp. 2013.
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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)
Copyright IBM Corp. 2013.
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Product Help/Documentation/Resources
Case Manager 5.2 Information Center
http://pic.dhe.ibm.com/infocenter/casemgmt/v5r2m0/index.jsp
P8 5.2 Information Center
http://pic.dhe.ibm.com/infocenter/p8docs/v5r2m0/index.jsp
IBM Devworks articles
Introduction to the IBM Case Manager JavaScript API
https://www.ibm.com/developerworks/mydeveloperworks/blogs/e8206aad-10e2-4c49-b00cfee572815374/resource/ACM_LP/ICM52JavaScriptAPI.pdf
Creating custom widgets with the IBM Case Manager JavaScript API
https://www.ibm.com/developerworks/mydeveloperworks/blogs/e8206aad-10e2-4c49-b00cfee572815374/resource/ACM_LP/ICM52CustomWidgets.pdf
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
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Questions
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