IBM Case Manager 5.2 Customize and Extend the Features F217G

Duration: 
3 days
Codes: 
F217G
Versions: 
5.2

Overview

This course explores different options for customizing and extending the features of IBM Case Manager including developing widgets.

Audience

This intermediate course is for anyone who needs to know the IBM Case Manager customization and developers who are responsible for:

  • Customizing and extending the IBM Case Manager features by developing widgets
  • Building a customized user interface for IBM Case Manager

Skills Gained

Customize the Case Manager Client User Interface

  • Customize the banner and the login page
  • Associate a custom icon for a MIME type
  • Modify labels in the IBM Case Manager Client
  • Create a Viewer Map for PDF files
  • View the Microsoft Word documents in the FileNet Viewer
  • Edit the existing help topics
  • Create a help plug-in
  • Customize the toolbar to implement actions
  • Add a custom action as a menu item

Use Scripts to Customize Case Manager Client

  • Use Script Adapter to customize the Case client
  • Create a toolbar button to start a task
  • Dynamically add a choice list to a case property
  • Validate the data based on a step response
  • Create a case custom workbench page
    • Configure your system for the workbench page
    • Add a Script Adapter to filter In-baskets
    • Add a Script Adapter to filter cases

Develop Custom Widgets

  • Create an IBM Content Navigator plug-in project in Eclipse
  • Create catalog and widget definition JSON files
  • Implement a custom widget (Custom search)
  • Build and register the widget package
  • Test the custom widget
  • Create a Java project in Eclipse for a widget package
  • Implement toolbar and menu for your widget
  • Define widget properties, and add event handling for your widget
  • Build and deploy the widget package with an EAR file
  • Troubleshoot
  • Update an existing widgets package with new widgets (Custom case comment widget as an example)
  • Uninstall a custom widget package in IBM Case Manager

Implement External Data Services (EDS)

  • Check the sample EDS configuration
  • Change the field status dynamically for a property
  • Add an external choice list with EDS
  • Create dependent choice lists with EDS
  • Implement case property validation
  • Prefill an initial value for a case property
  • Set the case property field status as required
  • Appendix: Steps to set up the sample External Data Service

Prerequisites

You should have:

  • Experience with Eclipse IDE for developing applications
  • Familiarity with deploying applications in WebSphere Application Server
  • Familiarity with Case Management concepts

Recommended prerequisite courses:

  • IBM Case Manager 5.2 Introduction to Case Manager (F215G)
  • IBM Case Manager 5.2: Build a Case Manager Solution (F212G)
  • IBM Content Navigator 2.0.2: Plug-ins and External Data Services (F122G)

Course Outline

Customize the Case Manager Client User Interface

  • Customize the banner and the login page
  • Associate a custom icon for a MIME type
  • Modify labels in the IBM Case Manager Client
  • Create a Viewer Map for PDF files
  • View the Microsoft Word documents in the FileNet Viewer
  • Edit the existing help topics
  • Create a help plug-in
  • Customize the toolbar to implement actions
  • Add a custom action as a menu item

Use Scripts to Customize Case Manager Client

  • Use Script Adapter to customize the Case client
  • Create a toolbar button to start a task
  • Dynamically add a choice list to a case property
  • Validate the data based on a step response
  • Create a case custom workbench page
    • Configure your system for the workbench page
    • Add a Script Adapter to filter In-baskets
    • Add a Script Adapter to filter cases

Develop Custom Widgets

  • Create an IBM Content Navigator plug-in project in Eclipse
  • Create catalog and widget definition JSON files
  • Implement a custom widget (Custom search)
  • Build and register the widget package
  • Test the custom widget
  • Create a Java project in Eclipse for a widget package
  • Implement toolbar and menu for your widget
  • Define widget properties, and add event handling for your widget
  • Build and deploy the widget package with an EAR file
  • Troubleshoot
  • Update an existing widgets package with new widgets (Custom case comment widget as an example)
  • Uninstall a custom widget package in IBM Case Manager

Implement External Data Services (EDS)

  • Check the sample EDS configuration
  • Change the field status dynamically for a property
  • Add an external choice list with EDS
  • Create dependent choice lists with EDS
  • Implement case property validation
  • Prefill an initial value for a case property
  • Set the case property field status as required
  • Appendix: Steps to set up the sample External Data Service

Related Courses

 

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