Configuring IBM Case Manager

You must configure IBM® Case Manager before you can use it in development or production. Configuring your system prepares the Case Manager Builder application and the Case Manager Client application for deployment on the application server. After you deploy these applications, you can create, test, manage, deploy, and work with your business solutions.

About this task

Your case management system consists of a development environment for creating and testing case management solutions and a production environment for working with running case management solutions. You must configure both environments.

Configuring the development environment includes configuring Case Manager Builder and Case Manager Client. Configuring the production environment includes configuring only Case Manager Client.

You use the IBM Case Manager configuration tool to create a profile for each development environment instance and a profile for each production environment instance. The profile includes several configuration and deployment tasks that you must edit and run before you can create and deploy case management solutions. For example, the Deploy Case Manager Builder task requires data about the application server settings to deploy the solution design application.

If you use the graphical user interface for the configuration tool, you must edit the property values for each task in the profile, save your changes, and then run the task. The data that you enter in the graphical user interface is saved in XML files, but you do not directly edit the files.

If you use the command-line version of the configuration tool, you must directly edit the XML files that store the values for the task. The XML files contain the properties and values that describe the associated configuration and deployment tasks. Three XML files contain the information that is common to all tasks in the profile, and each configuration task in the profile has one configuration XML file.

  1. Preparing to configure your case management system
    Before you run the IBM Case Manager configuration tool, you must grant permission to the user who will configure your IBM Case Manager system. You must also prepare Content Platform Engine to connect with your IBM Case Manager applications.
  2. Configuring the development environment
    You must configure the development environment before you use IBM Case Manager to create and deploy solutions. You use the development environment to create, modify, and test solutions before moving them into a production environment.
  3. Configuring the production environment
    You must configure the production environment before you deploy your solutions to production. You configure the production environment after you configure the development environment.
Parent topic: Installing and configuring on a stand-alone server
Previous topic: Installing IBM Case Manager