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.

Before you begin

For details about the hardware and software requirements, see the IBM Case Manager information in the IBM FileNet® P8 Hardware and Software Requirements guide.

About this task

A typical IBM Case Manager environment includes an IBM FileNet P8 Platform system that is installed and configured on a distributed set of servers. You can use an existing installation, or install a new FileNet P8 Platform system to work with IBM Case Manager. Before you install IBM Case Manager, you must configure your FileNet P8 Platform environment to work with IBM Case Manager.

If you have not prepared a server for IBM Case Manager that includes the prerequisite software, you must install and configure the following applications for IBM Case Manager:
  • WebSphere® Application Server or Oracle WebLogic Server
  • IBM Content Navigator
  • Workplace XT (required for development environments)

For a development environment, you configure and deploy Workplace XT and IBM Content Navigator as clients of the Content Platform Engine instance that hosts the IBM Case Manager object stores.

For a production environment, you again configure and deploy IBM Content Navigator as a client of Content Platform Engine. A deployment of Workplace XT is required for the production environment only if you plan to use policy-based forms in your solutions.

Use the IBM Case Manager configuration tool to configure the development and production environments. You use the configuration tool to create profiles that contain tasks, where you enter properties and settings for all aspects of your IBM Case Manager environment and applications. After you run the configuration tasks, your IBM Case Manager system is ready to use.

  1. Preparing your FileNet P8 system for IBM Case Manager
    For your FileNet P8 environment to work with IBM Case Manager, you must install or upgrade FileNet P8, create users and object stores, and configure the workflow system.
  2. Preparing the IBM Case Manager server
    Before you can install, configure, and use IBM Case Manager, you must install the supporting software applications on the server where you want to install IBM Case Manager. A web application server deploys the IBM Case Manager applications. IBM Content Navigator hosts the IBM Case Manager administration client and the Case Manager Client. Workplace XT provides a FileNet P8 Platform client application and access to advanced workflow capabilities.
  3. Installing IBM Case Manager
    You can install IBM Case Manager interactively, by using the installation program. You can also install silently, by adding installation values to an input file and running the installation program from a command line.
  4. 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.
Parent topic: Installing and configuring IBM Case Manager