Upgrading from IBM Case Manager to IBM Business Automation Workflow 23.0.2

Table of Contents

• Upgrading IBM Case Manager to IBM Business Automation Workflow 23.0.2
• Frequently asked questions
• More information

Upgrading IBM Case Manager to IBM Business Automation Workflow 23.0.2

To upgrade IBM Case Manager to IBM Business Automation Workflow, complete the following instructions:

1. Download IBM Business Automation Workflow 23.0.2 from Passport Advantage.
2. Download the IBM Business Automation Workflow 23.0.2 cumulative fix repository to a local directory.
   For more information, see Downloading and installing the repositories to the local system. This step is not required if you are installing the fix pack interactively by using IBM Installation Manager to connect to the live repository.
3. Install IBM Business Automation Workflow 23.0.2.
   For more information, see Installing and Configuring IBM Business Automation Workflow and its OS-specific custom installation subtopics (for example, Installing IBM Business Automation Workflow on Linux).
   Follow the custom installation and configuration path and use a properties file for BPMConfig from the /externalicnexternalcpe folder.  For more information, see the optional step 3 in Upgrading your IBM Case Manager system by using an external IBM Content Navigator.
   
   Note:
   If you use the launchpad for installation and you have Internet access, you must include the fix pack from the live repository during installation. When you start the launchpad, you are also prompted to update the launchpad. If you do not have Internet access, you must install the fix pack and the launchpad update (if you want to use the launchpad) from your local directories:
   1. From http://public.dhe.ibm.com/software/websphere/bpm/repositories/server/launchpad/1800/, download both files for the launchpad interim fix to a directory on your local system.
   2. Create the following file:
      On Windows:  C:/users/user_name/bpm_updates.properties
      On Linux or UNIX:  /user_home_directory/bpm_updates.properties
   3. In the bpm_updates.properties file, add text to point to the location of the fix pack and the launchpad interim fix in your local system, for example:
      launchpad.1=interim_fix_location
      fixpack.BPM_CF=local_repository_path
      For more information about installing upgrades from a local directory, see step 1 of Installing and configuring Workflow Center in the product documentation.
   Note:
   - It is generally recommended that you upgrade from IBM Case Manager V5.3.3. If you upgrade from a different version with a supported upgrade path, such as V5.3.2 or V5.2.1.7, see Troubleshooting system upgrades. Upgrades from IBM Case Manager V5.2.1.7 to Business Automation Workflow 22.0.2 or later require a two-step upgrade.  You must upgrade to IBM Case Manager V5.3.3 or Business Automation Workflow 21.0.3 first, then you can upgrade to Business Automation Workflow 23.0.2 or later. 
   - For legacy case solutions, deployments are allowed if your case solution version is 22.0.1 or later. If the legacy solution version is earlier than 22.0.1, you can upgrade the solution in the Staging or Production environment by using the case swagger upgrade API, and then deploy the upgraded legacy solution.
4. Review the information in the IBM Documentation help topic Upgrading IBM Case Manager to IBM Business Automation Workflow. It provides guidance on configuring the external Content Platform Engine and external IBM Content Navigator. After you reviewed the information, follow the instructions in Upgrading your IBM Case Manager system by using an external IBM Content Navigator.
   
   Note: Ensure that the external Content Platform Engine that you configure with IBM Business Automation Workflow is the existing Content Platform Engine environment that is being used with IBM Case Manager for your design object store and target object store. In this configuration, you will still see the solutions that were created in IBM Case Manager in IBM Business Automation Workflow, from both a design and a runtime perspective.
   Note: Also, ensure that the external IBM Content Navigator that you configure with IBM Business Automation Workflow is the existing IBM Content Navigator environment that is used with IBM Case Manager. In this configuration, you will use the same configurations and customizations in IBM Content Navigator after you upgrade to IBM Business Automation Workflow.
   Note: Ensure that the properties for the Lightweight Directory Access Protocol (LDAP) configuration used by both IBM Business Automation Workflow and FileNet Content Manager are matching. For example, the user and group name attributes:
   - Business Automation Workflow - user-full-name-prop and group-name-prop
   - Content Platform Engine - userShortNameAttribute and GroupNameAttribute
   For more information, see Configuring the user registry and Directory service providers.
5. Configure Content Security Policy for IBM Business Automation Workflow and IBM Content Navigator.  For more information, see How To Resolve "Refused to load <something> because it violates the following Content Security Policy directive" error.
6. Upgrade the existing solutions. See Upgrading and converting case solutions.
7. If you use extended capabilities in IBM Case Manager, such as IBM Forms, refer to the topic Extending your case management system.
8. If you use embedded business rules with IBM Case Manager, copy ODMMessages.jar to Content Platform Engine server.  For more information, see the  Deployment of rules fails during solution deployment in IBM Business Automation Workflow known issue.
9. For more information about additional installation options, silent installation, or rollback of IBM Business Automation Workflow 23.0.2, click the Installing the cumulative fix tab.

Frequently asked questions

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