Configuring IBM Case Manager after you upgrade the software

You must configure IBM® Case Manager before you can use the application in a development, test, or production environment. 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.

About this task

Your case management system consists of a development environment for creating and initially testing solutions, a test environment for fully testing the solutions, and a production environment for working with running case management solutions. You must configure all environments.

Configuring the development environment includes configuring Case Manager Builder and Case Manager Client. Configuring the test and production environments includes configuring Case Manager Client.

You use the IBM Case Manager configuration tool to create an upgrade profile for each development environment instance and a profile for each test or production environment instance. You can create an upgrade profile in one of the following ways:

Table 1. Ways to create a profile
Upgrade method	Description
Copy properties from an existing profile	The IBM Case Manager configuration tool can convert existing profiles to upgrade profiles. The conversion process retains properties from the existing configuration profile, with these exceptions: WebSphere® Application Server values are not copied. IBM Case Manager V5.2.1 requires a new WebSphere Application Server profile. If you configure the development environment to use new object stores, then information about the default project area and connection information for the existing object stores is not copied. If you configure the test or production environment to use new object stores, then the target environment definition and connection information for the existing object stores is not copied. The configuration tool removes tasks that are not needed for the upgrade. Check the values to ensure that they still apply for your environment. You must also provide values for the new IBM Case Manager V5.2.1 tasks.
Create a new upgrade profile	When you use the configuration tool to create a new profile, you provide all the values for your environment. You can provide these values from your own checklist or records. You can also import profile properties from an existing configuration profile.

The information for a profile is collected in XML files in the form of properties and values that describe the associated configuration and deployment tasks. Three XML files contain information about IBM Content Navigator, WebSphere Application Server, Content Platform Engine. Each configuration task in a profile has one configuration XML file. You must provide values for the profile properties that are specific to each configuration at your site, such as the application server name.

The XML files are stored in a directory that is unique to a profile. Because the profile name is used for the directory name and for the configuration profile file name, you must provide a profile name that is a valid directory name for your operating system. By default, the profiles are stored in the install_path/configure/profiles directory where install_path is the location where IBM Case Manager is installed. The following table shows the default path:

Table 2. Default profile directory location
Operating system	Default file path
AIX® Linux Linux for System z®	/opt/IBM/CaseManagement/configure/profiles
Windows	C:\Program Files\IBM\CaseManagement\configure\profiles

After you create the profile, you must specify values about your environment and then apply the settings by running configuration tasks.