IBM Case Manager 5.2 - Customize and Extend the Features

Course Code: F217G
Duration: 24 Hours
Price: Contact For Pricing

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Course Description

  • This course explores different options for customizing and extending the features of IBM Case Manager including developing widgets.

Objectives

  • Customize the Case Manager Client User Interface

  • Customize the banner and the login page
  • Associate a custom icon for a MIME type
  • Modify labels in the IBM Case Manager Client
  • Create a Viewer Map for PDF files
  • View the Microsoft Word documents in the FileNet Viewer
  • Edit the existing help topics
  • Create a help plug-in
  • Customize the toolbar to implement actions
  • Add a custom action as a menu item

  • Use Scripts to Customize Case Manager Client

  • Use Script Adapter to customize the Case client
  • Create a toolbar button to start a task
  • Dynamically add a choice list to a case property
  • Validate the data based on a step response
  • Create a case custom workbench page
    • Configure your system for the workbench page
    • Add a Script Adapter to filter In-baskets
    • Add a Script Adapter to filter cases

  • Develop Custom Widgets

  • Create an IBM Content Navigator plug-in project in Eclipse
  • Create catalog and widget definition JSON files
  • Implement a custom widget (Custom search)
  • Build and register the widget package
  • Test the custom widget
  • Create a Java project in Eclipse for a widget package
  • Implement toolbar and menu for your widget
  • Define widget properties, and add event handling for your widget
  • Build and deploy the widget package with an EAR file
  • Troubleshoot
  • Update an existing widgets package with new widgets (Custom case comment widget as an example)
  • Uninstall a custom widget package in IBM Case Manager

  • Implement External Data Services (EDS)

  • Check the sample EDS configuration
  • Change the field status dynamically for a property
  • Add an external choice list with EDS
  • Create dependent choice lists with EDS
  • Implement case property validation
  • Prefill an initial value for a case property
  • Set the case property field status as required
  • Appendix: Steps to set up the sample External Data Service

Audience

  • This intermediate course is for anyone who needs to know the IBM Case Manager customization and developers who are responsible for:

  • Customizing and extending the IBM Case Manager features by developing widgets
  • Building a customized user interface for IBM Case Manager

Prerequisites

  • You should have:

  • Intermediate level expertise in the following technologies:
    • Java
    • Dojo
    • JavaScript
    • JSON
    • HyperText Markup Language (HTML 5)
    • Cascading Style Sheets (CSS3)
  • Experience with Eclipse IDE for developing applications
  • Familiarity with deploying applications in WebSphere Application Server

  • Recommended prerequisite courses:

  • IBM Case Manager 5.2 Introduction to Case Manager (F215G)
  • IBM Case Manager 5.2: Build a Case Manager Solution (F212G)
  • IBM Content Navigator 2.0.2: Plug-ins and External Data Services (F122G)
  •  
  • Familiarity with Case Management concepts

Content

  • Customize the Case Manager Client User Interface

  • Customize the Case Manager Client appearance
  • Customize the Banner appearance
  • Customize the login page
  • Change Icons for the client
  • Modify the labels in the Case Manager Client
  • Specify Viewers for File Types
  • Viewer Maps
  • Add custom help topics

  • Use Scripts to Customize Case Manager Client

  • IBM Case Manager Development Architecture
  • IBM Case Manager API toolkits
  • IBM Content Navigator APIs
  • IBM Case Manager JavaScript API
  • Collaborative editing of objects
  • Script Adapter widget
  • Adding discretionary tasks
  • IBM Case Manager classes and events for adding tasks
  • Adding a choice list to a case property
  • IBM Case Manager classes for adding a choice list
  • Data Validation based on a step response
  • Case custom workbench pages
  • Filter In-basket SA - Script Adapter widget
  • Filter Search SA - Script Adapter widget
  • Tips for the labs and lab overview

  • Develop Custom Widgets

  • Custom widget development overview
  • Developing case management applications
  • Creating a custom page widget and actions package
  • IBM Content Navigator plug-in for the custom widget package
  • Setting up the development environment for plug-ins
  • Create registry files for the custom widget package
  • Catalog JSON file
  • Page widget definition JSON file
  • IBM Case Manager custom page widget development
  • Implementing a page widget
  • Files used to implement a page widget
  • Contents in a custom page widget package
  • Options for widget package deployment and registration
  • Folder structure for the custom widget project
  • Implement toolbar and menu for your widget
  • Build and deploy a widget as an EAR file
  • Widget package structure
  • Custom case comment widget
  • Update an existing widget package with new widgets

  • Implement External Data Services (EDS)

  • Case data from an external data source
  • Sample external data service
  • Java code in the sample EDS service
  • External Data Configuration in the sample

  • Appendix

  • Start and Stop System Components
  • Debugging and troubleshooting
  • Additional Information and links
  •  
  • Creating a help plug-in
  • Toolbar widgets