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.

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.

For an AIX® or Linux server that does not use Domain Name Service (DNS) or Network Information Service (NIS), verify that the /etc/hosts file contains the name and Internet Protocol (IP) address of all servers that the server communicates with, including the local host. Verify that the etc/netsvc.conf file contains the value hosts = local.

About this task

The IBM Case Manager installation program detects whether the correct versions of IBM Content Navigator and Workplace XT are installed. You prepare the server where you want to install IBM Case Manager by installing and configuring the supporting software applications.

The requirements for installing the supporting software are different for development and production environments.

A development environment requires both IBM Content Navigator and Workplace XT. You must install IBM Case Manager in the same profile as IBM Content Navigator. You can install Workplace XT in the same profile, or in a different profile.

A production environment does not require an installation of Workplace XT unless you plan to use form policy templates. In a production environment, Workplace XT must be in a different application server profile from IBM Case Manager.

  • Installing prerequisite software
    The Case Manager Builder application is deployed on WebSphere® Application Server Network Deployment or on Oracle WebLogic Server. IBM Content Navigator hosts the Case Manager Client. In development environments, IBM Case Manager also requires IBM FileNet Workplace XT or the Process applets.
  • Configuring the application server
    You configure your application server to work with your installations of Workplace XT and IBM Content Navigator. In most cases, these configuration steps cover the configuration that is required for IBM Case Manager on the application server. Additional configuration might be required for your IBM Case Manager environment.
  • Configuring Workplace XT
    You configure Workplace XT to work with Content Platform Engine. In most cases, these configuration steps cover the configuration that is required for IBM Case Manager. Additional configuration might be required for your Workplace XT installation.
Parent topic: Installing and configuring in a cluster deployment or network deployment
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