Running the Case configuration tool tasks for the development environment

Always required

Always required with the embedded Content Platform Engine. The ACCE plug-in (deprecated) is not available if you use an external Content Platform Engine because it might not be compatible with the external Content Platform Engine server. Instead, use the ACCE console that is provided with your external Content Platform Engine server.

Restriction

When you run the administration console for the Content Platform Engine from IBM Content Navigator, you cannot run Process Administrator or Process Configuration Console from the administration console. To use the Process Administrator or Process Configuration Console applets, follow the instructions in Configuring Process Designer to run from IBM Content Navigator.

Important

• If you use an external IBM Content Navigator, enter the correct configuration values for your environment.
• As of Business Automation Workflow V21.0.3, the ACCE has been removed. Use the ACCE console that is embedded in the Content Platform Engine. See Using the IBM Administration Console for Content Platform Engine.

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Always required

Required for each target object store in your environment. For considerations on object store configuration, see Planning for an external Content Platform Engine.

Note

If you have multiple target environments in the profile, you need to run this task multiple times, once against each environment.

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Always required

The default project area is required for each development environment. To create more project areas and assign users and solutions to a project area, click Tools > Manage Project Areas in Case configuration tool or use the Business Automation Workflow Case administration client.

Important

If you use an external Content Platform Engine, enter the correct configuration values for your environment.

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Always required

Note

• If you have multiple project areas in the profile, you need to run this task multiple times against each one.

• Business Automation Workflow user name - The user specified for this field is the Business Automation Workflow integration user. The integration user is used by Case components to interact with Workflow components and requires administrative permissions on Workflow assets. Thus ensure that the user specified for this task is a member of tw_admins security group in Business Automation Workflow.

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Always required

Important

If you are using an external Content Platform Engine, enter the correct configuration values for your environment.

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Always required

Unless you're using Content Platform Engine running in a container, in which case it is disabled.

Note

The parameter value for the IBM Business Automation Workflow server cluster name is not dependent on the cell environment of the Content Platform Engine application server, which is specified by several other parameter values in the configuration of this task. The Business Automation Workflow server cluster name must be looked up separately in the server cell of the Business Automation Workflow server application and its value must be entered manually.

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Always required

Important

If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Always required

Important

If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Always required

Required to enable Case Client and the default widgets package. Save your changes and run the task to apply your settings. In a cluster environment, you must either use the IBM Content Navigator administration client to manually load the plug-in inside of the extensions package on each node or restart the application server cluster to force all nodes to load the plug-in.

Important

• Do not modify the file path that is predefined for the case widgets package.
• If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Always required

Important

If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Conditionally required

Required if you want to enable caseworkers to use Box to collaborate with external users. This task configures the connection to the Box server.

Before you run this task, you must create two Box applications: one with standard authentication and one with server authentication. Save your changes and run the task to apply your settings.

After you run this task, you must run the Register the project area task.

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Conditionally required

Required if you want Box events to trigger the creation of cases or work items.

Important

If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Required

Before you run this task, you must run the Register the case widgets package and Register the Case Administration Client plug-in tasks. This task is required and must be run for every project area.

When the Case Operations component queue is created in FileNet Content Platform Engine, it is named ICM_Operations.

If you have multiple project areas in the profile, you must run this task multiple times against each project area.

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Conditionally required

Required only for target environments that are configured for business rules.

 Containers: If you use Content Platform Engine running in a container, change the default path to the Content Platform Engine container path, which is mounted as the icmrules persistent volume (PV). You can find the original icmrules path in the PV mapping. See Creating volumes and folders for deployment on Kubernetes. If you need to update the default NFS share directory, see Changing the network shared directory.

Important

• Before you run this task, you must run the Register the project area task.
• If you have multiple target environments in the profile, you need to run this task multiple times, once against each target environment.

Tips

• During run time, rules are stored in the rules repository that you specify, which is located on the Content Platform Engine server. If you run this task again to change the location of the rules repository directory after you deploy any solution, complete the following steps after you run the task:
  1. Stop the Content Platform Engine server.
  2. From the previous rules repository directory, move the res_data directory to the new location of the rules repository directory. In a cluster environment, the rules directory must be a shared directory that can be accessed by all Content Platform Engine cluster servers.
  3. Restart the Content Platform Engine server.
• You can select only one locale in which to write the business rules for your solutions. If you must create solutions with business rules in other locales, rerun this task to change the rule persistence locale before you create the solution. After the first rule for a solution is saved, the rule persistence locale cannot be changed.

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Always required

Required to enable Case Monitor. Save your changes and run the task to apply your settings. In a cluster environment, you must either use the IBM Content Navigator administration client to manually load the plug-in inside of the extensions package on each node or restart the application server cluster to force all nodes to load the plug-in. Before using Case Monitor, you must create a Case Analyzer store for each case management target object store.

Important

• Do not modify the file path that is predefined for the Case Monitor widgets package.
• If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Conditionally required

Required only if the solution needs to access data from a source other than Content Platform Engine.

Save your changes and run the task to apply your settings. To unregister the URL, clear the External Data service URL field, and then run the task. After you run the task, deploy or redeploy the solution.

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Conditionally required

Required if you have a custom widgets package that you want to use with your case solution.

Save your changes and run the task to apply your settings. In a cluster environment, you must either use the IBM Content Navigator administration client to manually load the plug-in inside of the extensions package on each node or restart the application server cluster to force all nodes to load the plug-in.

Important

• If you run this task in a cluster environment, you must ensure that the plug-in is loaded on each node of the cluster. Either restart the cluster to force the plug-in to be loaded on all nodes or manually load the plug-in on each node by using the IBM Content Navigator administration client.
• If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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Conditionally required

Required only when you add an extensions package for a custom property editor or controller.

Save your changes and run the task to apply your settings. In a cluster environment, you must either use the IBM Content Navigator administration client to manually load the plug-in inside of the extensions package on each node or restart the application server cluster to force all nodes to load the plug-in.

Important

• If you run this task in a cluster environment, you must ensure that the plug-in is loaded on each node of the cluster. Either restart the cluster to force the plug-in to be loaded on all nodes or manually load the plug-in on each node by using the IBM Content Navigator administration client.
• If you are using an external IBM Content Navigator, enter the correct configuration values for your environment.

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