Overview

This course provides training in using Process Designer to create workflow definitions that can be used either in Case Foundation or Case Manager applications.

Audience

Workflow authors who are responsible for designing and building workflow definitions in an IBM Case Foundation or IBM Case Manager development environment.

Prerequisites

Before attempting this course, it is recommended that you have the following skills:

• Familiarity with Windows 2008 operating systems.
• General knowledge of P8 Platform security concepts.
• General workflow terminology:
  • Workflow.
  • Workflow definitions.
  • Queues.
  • Rosters.
• Start a P8 Platform system.
• Familiarity with P8 Platform interfaces, including:
  • Administration Console for Content Platform Engine.
  • IBM Content Navigator.
  • Process Configuration Console.
  • Process Designer.
  • Process Administrator.
  • Process Tracker.
• Recommended training: IBM Case Foundation 5.2.1: Introduction (F230G).

Objective

• Unit 1: Workflow Design Essentials
  • Create a workflow definition using Process Designer.
  • Use workflow properties and step parameters in a workflow definition.
  • Build simple and complex expressions to calculate property values and direct work.
  • Use a variety of step types to build a workflow definition.
  • Use subscriptions to launch workflows automatically from an initiating attachment.
• Unit 2: Security
  • Inspect workflow system security settings.
  • Identify and resolve workflow system security-related issues.
  • Configure security for a workflow system.
• Unit 3: Routing Work
  • Use conditions to direct the flow of work.
  • Create a parallel process in a workflow.
  • Create workflow group.
  • Define participant voting for a step.
  • Define participant voting for a step.
  • Use a submap
  • Identify system default submaps
  • Resolve business process exceptions
  • Create a workflow hierarchy
• Unit 4: Control Workflow Progress
  • Add milestones and logging to a workflow.
  • Establish workflow and step deadlines.
  • Control processing times and delays.
  • Add checkpoint processing to a workflow.
• Unit 5: External Communication
  • Use a DbExecute step in a workflow to integrate with an external database
  • Identify Component Integrator concepts and components
  • Integrate a CE_Operations component in a workflow
  • Integrate a Java component in a workflow
  • Invoke a Web Service in a workflow

Course Outline

• Workflow Design Essentials
  • Create a workflow definition
  • Configure workflow properties
  • Explore workflow step types
  • Build expressions
  • Launch workflows with subscriptions
• Security
  • Security overview
  • Security configuration
• Routing Work
  • Conditional routing
  • Parallel processing
  • Manage participation
  • Work with submaps
  • Handle workflow exceptions
  • Workflow inheritance
• Control Workflow Progress
  • Milestones and logging
  • Workflow deadlines
  • Timers and delays
  • Checkpoints
• External Communication
  • External database integration
  • Component integrator architecture
  • Using components
  • Web services