This intermediate-level course is for:

• Solution architects design, build, and validate Case Manager Solutions within the development environment. They have full control of all the tools within that development environment.
• System administrators secure, and maintain Case Manager Solutions in QA and production environments. They have control of environment access and are responsible for managing solutions in different environments.

Volume 1:

Introduction to IBM Case Manager

• Introduction to IBM Case Manager
• Create and Process a Case
• Review and Split a Case
• Explore and Identify Parts of a Solution
• Use Solution Design Principles
• Create a Custom Task
• Overview of Add-on Functions

Build a Case Manager Solution

• Create Properties and Document Types
• Create Roles and In-baskets
• Create a Case Type and Task
• Create a Workflow
• Deploy and Test a Solution
• Use Preconditions and Sets
• Use Business Rules
• Use Process Designer Integration Capabiities

Customize the Client Display

• Create Custom Pages
• Work with Widgets
• Wire Events
• Customize Properties Views

Volume 2:

Security

• Overview of Security Deployment
• Work with project areas
• Solution Security
• Create a Security Configuration
• Configure Target Object Store Security
• Configure Deployed Solution Security
• Customize a Privilege Definition
• Use Security Proxies
• Automate Case Security Changes
• Additional Security Configurations

Integrated Rules

• Why use Business Rules
• Create a simple rule
• Create a table-based rule
• Create a complex text-based rule
• Add Parameters to a rule
• Export a rule

Appendix

Volume 1: Appendix

• Appendix
• Solutions to Exercises

Volume 2: Appendices

Appendix for Security Unit

• Solutions to Written Exercises

Appendix for Rules Unit

• Knowledge Check Answers
• Configure Business Rules
• Start and Stop System Components
• Troubleshooting
• Issues and Resolutions

• Familiarity with IBM FileNet Content Manager.
• Ability to use IBM Content Navigator for navigating object stores, and working with content.

• Introduction to IBM Case Manager
  • Describe the uses of IBM Case Manager
  • Identify components of IBM Case Manager
  • Create and process a case
  • Review and split a case
  • Explore and identify parts of a solution
  • Describe solution design principles
  • Create a Custom Task
  • Identify add-on components and describe what they are used for
• Build a Case Manager Solution
  • Create properties, document types, roles and in-baskets
  • Create a case type and task
  • Create a Workflow
  • Deploy and Test a Solution
  • Use Preconditions and Sets
  • Use Business Rules
  • Use Process Designer Integration Capabilities
• Customize the Client Display
  • Create custom pages
  • Work with widgets
  • Wire events
  • Customize properties views
• Security
  • Manage solution security in development and production environments.
• Integrated Rules
  • Create business rules using the integrated rules engine.