Installing and configuring IBM Case Manager

You must install your supporting software applications before you install IBM® Case Manager. After you install the software, you use the IBM Case Manager administration client to configure and deploy the IBM Case Manager applications.

About this task

The installation process can vary depending on your starting point and your installation objective. You can perform any of the following installations:
  • An automatic installation of IBM Case Manager that includes FileNet® P8 Platform and all supporting software on a single server
  • An installation of IBM Case Manager on a server that does not already have the prerequisite software installed
  • An installation of IBM Case Manager on a server that already has your application server, IBM Content Navigator, and Workplace XT installed.
  • An upgrade of IBM Case Manager
For a single-server installation, the IBM Case Manager Platform Installation Tool automatically installs and configures the following components on one server:
  • FileNet P8 Platform
  • Databases and directory services
  • Supporting software such as WebSphere® Application Server, Workplace XT, and IBM Content Navigator
  • All IBM Case Manager applications
After the IBM Case Manager Platform Installation Tool completes, the IBM Case Manager applications are ready to use for development, demonstration, or proof of concept.

For other installations, you install a distributed system of servers that includes the FileNet P8 Platform environment and a server for IBM Case Manager and the supporting applications. You perform different installation and configuration tasks depending on the prerequisite software that you already have installed. For example, if you do not have the prerequisite software installed on your IBM Case Manager server, you install those applications before you install IBM Case Manager.

The configuration steps are also different depending on whether you are installing in a cluster or network deployment environment or on a stand-alone server.

If you are upgrading from the previous version of IBM Case Manager, you perform additional tasks before and after the upgrade and configuration tasks.

  • Installing with FileNet P8 Platform on a single server
    You can install a complete FileNet P8 Platform and IBM Case Manager version 5.2.1 environment on a single server. The IBM Case Manager Platform Installation Tool installs and configures the FileNet P8 Platform environment and the IBM Case Manager environment automatically.
  • Installing and configuring in a cluster deployment or network deployment
    Before you install IBM Case Manager, you must first install the prerequisite software applications on the same server. Then you can use the IBM Case Manager tools to install and configure the IBM Case Manager applications.
  • Installing and configuring on a stand-alone server
    Before you install IBM Case Manager, you must first install the prerequisite software applications on the same server. Then you can use the IBM Case Manager tools to install and configure the IBM Case Manager applications.
  • Extending your case management system
    You can further enhance your case management solution by integrating forms, additional rules, analytics, and logging and reporting.
  • Upgrading and configuring IBM Case Manager
    The steps for upgrading IBM Case Manager are the same for a single-server installation or a distributed installation. To prepare for an upgrade, you must update the IBM Case Manager software and supporting software to a minimum update version level.
  • Removing IBM Case Manager
    IBM Case Manager provides a program that can remove all files and directories that were created when you installed the application. You can use the application server administrative console to remove the applications from the application server. You can also use IBM Content Navigator to remove IBM Case Manager desktops and repositories.