Administering your case management system
To administer your case management system, you complete tasks such as setting up project areas, monitoring system performance, and modifying systemwide configurations. You can also back up, restore, or tune the system.
- Restarting components in a single-server IBM Case Manager environment
Server maintenance and software updates sometimes require a server reboot. You must manually restart the components in your IBM® Case Manager environment on an AIX® or Linux server. On a Windows server, the components restart automatically. - Starting your system
You might need to restart your system for server maintenance or software updates. You must manually start components in your IBM Case Manager environment on an AIX, Linux, or Linux for System z server. - Shutting down your system
You might need to shut down your system for server maintenance or software updates. - Setting up project areas
You use project areas to limit the effects of resetting the test environment to other users working on other projects in the same development environment. - Setting up target environments
Setting up the target environment includes creating the target object store, creating a workflow system, and running tasks in the IBM Case Manager configuration tool or administration client to define and register the target environment. Depending on the solutions that you plan to deploy in the target environment, you might need to run additional configuration tasks. - Enabling and disabling plug-ins for the IBM Case Manager desktop
IBM Case Manager loads selected plug-ins by default for the Case Manager desktop and Case Manager administration desktop. You can configure these desktops in the IBM Content Navigator administration desktop to change the plug-ins that are available for the desktop. - Enabling favorites and sync
Users can create favorites to quickly find the items that they work with frequently. When a user creates a favorite, they can optionally choose to sync the item to their workstation or device so that they always have the latest version of the document available. To enable these features, you must install a sync client and configure settings in the IBM Content Navigator administration desktop. - Preparing a database for the case history store
If you plan to use the Timeline Visualizer widget to view case history over time, you must prepare a database to record extended case history data. - Monitoring system performance
Monitor the performance of IBM Case Manager by using IBM System Dashboard for Enterprise Content Management. - Backing up your system
It is a best practice to periodically back up the IBM Case Manager system so that you can more rapidly recover from the loss of data. Creating a backup policy requires familiarity with the backup requirements of all system components. - Restoring your system
You can restore your IBM Case Manager system by using your latest backups. Work with your backup administrator to understand the backup policy and the best way to perform the restore. - Updating the Content Platform Engine client connector files
If your Content Platform Engine software has been updated since you configured IBM Case Manager, for example by installing a fix pack, you must update the corresponding client connector files on the IBM Case Manager server. After you install the updates, you must redeploy the IBM Case Manager application. - Modifying an existing configuration
You can modify an existing configuration profile to change the profile property values or the property values of a task in the profile. For example, you can edit the task properties to correct errors that were found when you ran a task. - Customizing the case unique identifier prefix
After your solution is deployed, you can customize the case ID to a more user friendly value to display in the Case Manager Client by using IBM Administration Console for Content Platform Engine. - Enabling the Browse view in the IBM Case Manager desktop
If you enabled the IBM Business Automation Workflow plug-in and want users to be able to launch processes from the IBM Case Manager desktop, you must configure the desktop to display the Browse view. - Configuring your environment to show display names in Case Manager Client
You can configure your environment to support using the LDAP display name for users in widgets and search results in Case Manager Client. - Customizing the case package PDF file
You can customize the appearance of the PDF file that is included in a case package. For example, you can change the fonts or include a company logo. - Tuning IBM Case Manager
Reviewing the IBM Case Manager tuning information can help you improve and maintain the performance of IBM Case Manager.