This course provides a comprehensive guide to designing, developing, and securing a Case Manager solution.

NOTE: This is a combo of IBM Case Manager 5.2: Solution Building (F248G) + IBM Case Manager 5.2: Security (F216G) + IBM Case Manager 5.2: Integrated Rules (F214G)  as a 5 day complete Case Mgr 5.2 ILT course.


This intermediate-level course is for:

  • Solution architects design, build, and validate Case Manager Solutions within the development environment. They have full control of all the tools within that development environment.
  • System administrators secure, and maintain Case Manager Solutions in QA and production environments. They have control of environment access and are responsible for managing solutions in different environments.

Brand: IBM Analytics; Windows

Event Number: F219G

Available Languages: English (US),English (UK),French (Canada),German (Germany),Russian (Russia),Japanese (Japan),Chinese (Simplified),Italian (Italy),Polish (Poland),Portuguese (Brazil),French (France),Spanish (Latin America),Spanish (Spain),Portuguese (Portugal),Thai (Thailand),Dutch (The Netherlands),Turkish (Turkey),Romanian (Romania),Czech (Czech Republic),Latvian (Latvia),Lithuanian (Lithuania),Norwegian (Bokml),Swedish (Sweden),Danish (Denmark),Hebrew (Israel),Arabic,Greek (Greece),Korean (Korea),Bulgarian (B

Subjects: Technical


  • Introduction to IBM Case Manager
    • Describe the uses of IBM Case Manager
    • Identify components of IBM Case Manager
    • Create and process a case
    • Review and split a case
    • Explore and identify parts of a solution
    • Describe solution design principles
    • Create a Custom Task
    • Identify add-on components and describe what they are used for
  • Build a Case Manager Solution
    • Create properties, document types, roles and in-baskets
    • Create a case type and task
    • Create a Workflow
    • Deploy and Test a Solution
    • Use Preconditions and Sets
    • Use Business Rules
    • Use Process Designer Integration Capabilities
  • Customize the Client Display
    • Create custom pages
    • Work with widgets
    • Wire events
    • Customize properties views
  • Security
    • Manage solution security in development and production environments.
  • Integrated Rules
    • Create business rules using the integrated rules engine.

Learn about;
Enterprise Content Management;
Case Manager;
Case Manager 5.2.0

Course Detail:

Volume 1:

Introduction to IBM Case Manager

  • Introduction to IBM Case Manager
  • Create and Process a Case
  • Review and Split a Case
  • Explore and Identify Parts of a Solution
  • Use Solution Design Principles
  • Create a Custom Task
  • Overview of Add-on Functions

Build a Case Manager Solution

  • Create Properties and Document Types
  • Create Roles and In-baskets
  • Create a Case Type and Task
  • Create a Workflow
  • Deploy and Test a Solution
  • Use Preconditions and Sets
  • Use Business Rules
  • Use Process Designer Integration Capabiities

Customize the Client Display

  • Create Custom Pages
  • Work with Widgets
  • Wire Events
  • Customize Properties Views

Volume 2:


  • Overview of Security Deployment
  • Work with project areas
  • Solution Security
  • Create a Security Configuration
  • Configure Target Object Store Security
  • Configure Deployed Solution Security
  • Customize a Privilege Definition
  • Use Security Proxies
  • Automate Case Security Changes
  • Additional Security Configurations

Integrated Rules

  • Why use Business Rules
  • Create a simple rule
  • Create a table-based rule
  • Create a complex text-based rule
  • Add Parameters to a rule
  • Export a rule


Volume 1: Appendix

  • Appendix
  • Solutions to Exercises

Volume 2: Appendices

Appendix for Security Unit

  • Solutions to Written Exercises

Appendix for Rules Unit

  • Knowledge Check Answers
  • Configure Business Rules
  • Start and Stop System Components
  • Troubleshooting
  • Issues and Resolutions

Pre-Requisite Text:

Familiarity with IBM FileNet Content Manager.
Ability to use IBM Content Navigator for navigating object stores, and working with content.

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