Overview

Contains PDF course guide, as well as a lab environment where students can work through demonstrations and exercises at their own pace.

In this course you will configure security for IBM Case Manager environments and solutions. You will work with project areas, control access to cases, and create security configurations. You will deploy a solution in a new environment and use a security configuration package file to manage solution security. You will customize security settings with a custom privilege definition and use security proxies to automate security changes.

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course. http://www.ibm.com/training/terms

Audience

This course is for system administrators who maintain IBM Case Manager environments and for solution architects who must plan security requirements for their solutions.

Prerequisites

• Knowledge of Case Manager concepts, such as case management, case, solution, task.
• Ability to build, validate, deploy, and test solutions.
• or Build an IBM Case Manager Solution V5.3.2 (classroom)(F2910G)
• or Build an IBM Case Manager SolutionV5.3.2 (self-paced)(F2919G)

Objective

• Configure security in an IBM Case Manager development environment.
• Create a security configuration package file.
• Export a solution and a security configuration package file to a new environment.
• Use a security configuration to apply security settings in a new environment.
• Customize security settings.

Course Outline

Unit 1 Overview of security deployment
• Describe the process for deploying a security configuration.
• Identify the security goals for each environment type

Unit 2 Work with project areas
• Create a project area
• Add users to a project area

Unit 3 Manage access to cases
• Describe object security in a target object store
• Create roles for a case
• Create an in-basket for all assigned work
• Assign users to case teams

Unit 4 Create a security configuration
• Create a security configuration
• Edit security configuration permissions
• Apply a security configuration to a solution

Unit 5 Configure target object store security
• Organize users and groups for target object store access

Unit 6 Configure deployed solution security
• Package and export a solution
• Import a solution to a new environment
• Apply a solution configuration

Unit 7 Customize a privilege definition
• Create a custom privilege definition
• Apply a custom privilege definition to a security configuration

Unit 8 Use security proxies
• Describe a security proxy scenario
• Use a security proxy to modify permissions on a case
• Describe how to transfer a solution with security proxies to a new environment

Unit A Automate case security changes
• Describe a scenario for automating security changes
• Use a FileNet workflow to change permissions on a case by using a security proxy

Unit B Additional security configurations
• Analyze scenarios that require specific security customizations