IBM Case Foundation 5.2.1: Workflow Design

This course provides training in using Process Designer to create workflow definitions that can be used either in Case
Foundation or Case Manager applications.

Czas trwania

4 dni

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Profil uczestnika

Workflow authors who are responsible for designing and building workflow definitions in an IBM Case Foundation
or IBM Case Manager development environment.


  • Workflow Design Essentials
    • Create a workflow definition
    • Configure workflow properties
    • Explore workflow step types
    • Build expressions
    • Launch workflows with subscriptions
  • Security
    • Security overview
    • Security configuration
  • Routing Work
    • Conditional routing
    • Parallel processing
    • Manage participation
    • Work with submaps
    • Handle workflow exceptions
    • Workflow inheritance
  • Control Workflow Progress
    • Milestones and logging
    • Workflow deadlines
    • Timers and delays
    • Checkpoints
  • External Communication
    • External database integration
    • Component integrator architecture
    • Using components
    • Web services

Wymagane przygotowanie uczestników

  • Familiarity with Windows 2008 operating systems.
  • General knowledge of P8 Platform security concepts.
  • General workflow terminology:
    • Workflow.
    • Workflow definitions.
    • Queues.
    • Rosters.
  • Start a P8 Platform system.
  • Familiarity with P8 Platform interfaces, including:
    • Administration Console for Content Platform Engine.
    • IBM Content Navigator.
    • Process Configuration Console.
    • Process Designer.
    • Process Administrator.
    • Process Tracker.
  • Recommended training: IBM Case Foundation 5.2.1: Introduction


  • Unit 1: Workflow Design Essentials
    • Create a workflow definition using Process Designer.
    • Use workflow properties and step parameters in a workflow definition.
    • Build simple and complex expressions to calculate property values and direct work.
    • Use a variety of step types to build a workflow definition.
    • Use subscriptions to launch workflows automatically from an initiating attachment.
  • Unit 2: Security
    • Inspect workflow system security settings.
    • Identify and resolve workflow system security-related issues.
    • Configure security for a workflow system.
  • Unit 3: Routing Work
    • Use conditions to direct the flow of work.
    • Create a parallel process in a workflow.
    • Create workflow group.
    • Define participant voting for a step.
    • Define participant voting for a step.
    • Use a submap
    • Identify system default submaps
    • Resolve business process exceptions
    • Create a workflow hierarchy
  • Unit 4: Control Workflow Progress
    • Add milestones and logging to a workflow.
    • Establish workflow and step deadlines.
    • Control processing times and delays.
    • Add checkpoint processing to a workflow.
  • Unit 5: External Communication
    • Use a DbExecute step in a workflow to integrate with an external database
    • Identify Component Integrator concepts and components
    • Integrate a CE_Operations component in a workflow
    • Integrate a Java component in a workflow
    • Invoke a Web Service in a workflow
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