A Sample Solution for Records Management with Process Choreography

Book description

This IBM Redbooks publication describes a sample implementation of a complex solution that addresses a key challenge being faced by many enterprises today. Document and record management has always been a difficult (and often manual) process. Enterprises need to address this challenge, not only to make their business, employees, partners, and customers more efficient, but also to comply with ever-increasing regulations.

Addressing these requirements demands a flexible solution that can be integrated with current and future IT systems and applications. It is also critical that it is driven through controllable and automated business processes.

This book describes a sample solution that integrates IBM DB2 Records Manager, IBM DB2 Content Manager, IBM WebSphere Application Server Enterprise Process Choreographer, IBM WebSphere Portal, IBM Tivoli Directory Server, and other software to provide a prototype solution. Though basic in its function, the solution and the steps to implement it can be used to help architects, IT specialists, and developers get started in creating a solution addressing their enterprise-specific requirements.

Table of contents

  1. Notices
    1. Trademarks
  2. Preface
    1. The team that wrote this redbook
    2. Become a published author
    3. Comments welcome
  3. Part 1: Overview
    1. Chapter 1: Introduction
      1. Problem statement and solution overview
        1. Employee productivity inhibitors
        2. Information management
        3. Locating information
        4. Business risks
      2. Summary
    2. Chapter 2: Solution context and overview
      1. Solution perspective
      2. Solution scenarios
        1. Use case: Analyst research reporting
        2. Use case: Collaborating on work products
        3. Use case: Meetings
        4. Use case: Managing product information
        5. Use case: Managing information presented in the workplace
        6. Use case: Monthly fund performance report
        7. Use case: Application integration
      3. Business processes
      4. Summary
  4. Part 2: Design and development
    1. Chapter 3: Architectural decisions
      1. Overview
      2. Solution component architectural concepts (1/2)
      3. Solution component architectural concepts (2/2)
        1. High-level solution overview
        2. User roles and work flow
        3. Security
        4. Portal
        5. Business integration
        6. Content and records management
      4. Information life-cycle management solution
        1. Solution description
        2. Solution components
        3. Process choreography components
      5. Planning and solution deployment topology
        1. Solution topology
        2. Node prerequisites
      6. Summary
    2. Chapter 4: Component design and development
      1. Solution technology (1/2)
      2. Solution technology (2/2)
        1. Portlet application concepts
        2. Enterprise JavaBeans (EJB) concepts
      3. Solution details (1/3)
      4. Solution details (2/3)
      5. Solution details (3/3)
        1. AuditAdmin portlet
        2. New ReportCU project
        3. RecordsAdmin project
        4. ReportTasks portlet
        5. PortalToCM project
        6. ReportApproval project
      6. Summary
    3. Chapter 5: Development environment
      1. Install the development node (1/2)
      2. Install the development node (2/2)
        1. Install Microsoft Windows operating system
        2. Install IBM WebSphere Studio Application Developer Integration Edition V5.1.1
        3. Install IBM Portal Toolkit V5.0.2.3
      3. Import the source code
      4. Summary
  5. Part 3: Installation and configuration
    1. Chapter 6: Portal node installation
      1. IBM DB2 Universal Database installation
        1. Install DB2 UDB V8.1
        2. Install DB2 UDB V8.1 Fix Pack 4a
        3. Verify DB2 UDB
      2. IBM WebSphere Portal V5.0 installation (1/2)
      3. IBM WebSphere Portal V5.0 installation (2/2)
        1. Install WebSphere Portal V5.0
        2. Verify WebSphere Portal V5.0
      4. IBM WebSphere Application Server V5.0 Fix Pack 2 installation
        1. Download WebSphere Application Server V5.0 Fix Pack 2
        2. Stop the servers
        3. Install WebSphere Application Server V5.0 Fix Pack 2
      5. WebSphere Application Server Enterprise V5.0 Fix Pack 2 installation
        1. Download IBM WebSphere Application Server Enterprise V5.0 Fix Pack 2
        2. Stop the servers
        3. Install WebSphere Application Server Enterprise V5.0 Fix Pack 2
      6. IBM WebSphere Application Server V5.0.2 Fixes installation
        1. Download WebSphere Application Server V5.0.2 Fixes
        2. Stop the servers
        3. Install WebSphere Application Server V5.0.2 Fixes
        4. Verify WebSphere Application Server V5.0.2
      7. IBM WebSphere Portal V5.0 Fix Pack 2 installation
        1. Download and unpack WebSphere Portal V5.0 Fix Pack 2
        2. Stop the servers
        3. Install WebSphere Portal V5.0 Fix Pack 2
        4. Update the WebSphere Portal configuration
        5. WebSphere Portal Content Publisher V5.0
        6. Document Manager search index
        7. Verify the WebSphere Portal V5.0.2
      8. WebSphere Application Server V5.0.2 Cumulative Fix 2 installation
        1. Download and unpack WebSphere Application Server V5.0.2 Cumulative Fix 2
        2. Stop the servers
        3. Install WebSphere Application Server V5.0.2 Cumulative Fix 2
      9. IBM WebSphere Application Server Enterprise V5.0.2 Cumulative Fix 2 installation
        1. Download and unpack WebSphere Application Server Enterprise V5.0.2 Cumulative Fix 2
        2. Stop the servers
        3. Install WebSphere Application Server Enterprise V5.0.2 Cumulative Fix 2
      10. WebSphere Application Server V5.0.2 Cumulative Fix 3 installation
        1. Download and unpack WebSphere Application Server V5.0.2 Cumulative Fix 3
        2. Stop the servers
        3. Install WebSphere Application Server V5.0.2 Cumulative Fix 3
      11. IBM WebSphere Application Server V5.0.2.3 Fixes installation
        1. Download and unpack Application Server V5.0.2.3 Fixes
        2. Stop the servers
        3. Install WebSphere Application Server V5.0.2.3 Fixes
        4. Verify WebSphere Application Server V5.0.2.3
      12. IBM WebSphere Portal V5.0.2 Cumulative Fix 1 installation
        1. Download and unpack Portal V5.0.2 Cumulative Fix 1
        2. Stop the servers
        3. Prepare WebSphere Portal V5.0.2 for installation
        4. Install WebSphere Portal V5.0.2 Cumulative Fix 1
        5. Verify WebSphere Portal V5.0.2
      13. IBM Tivoli Directory Server Version 5.2 installation (1/2)
      14. IBM Tivoli Directory Server Version 5.2 installation (2/2)
        1. Create an administrator user and assign user rights
        2. Install IBM GSKit
        3. Install IBM Tivoli Directory Server
      15. Summary
    2. Chapter 7: Business Integration node installation
      1. WebSphere Business Integration Server Foundation V5.1 installation
        1. Install WebSphere Business Integration Server Foundation V5.1
        2. Verify WebSphere Business Integration Server Foundation V5.1
      2. IBM WebSphere Application Server V5.1 Fix Pack 1 installation
        1. Download fix pack and WebSphere Update Installer application
        2. Stop the server
        3. Install WebSphere Application Server V5.1 Fix Pack 1
      3. IBM WebSphere Business Integration Server Foundation V5.1 Fix Pack 1 installation
        1. Download and unpack the fix pack
        2. Stop the server
        3. Install WebSphere Business Integration Server Foundation V5.1 Fix Pack 1
        4. Verify Business Integration Server Foundation V5.1.1
      4. Summary
    3. Chapter 8: Content Management node installation
      1. Microsoft Windows 2000 Server installation
        1. Windows 2000 Service Pack 4
        2. Windows 2000 service levels
        3. Create system users and assign user rights
        4. Add users to Administrators group
        5. User rights assignments
      2. IBM DB2 Universal Database installation
        1. Install DB2 UDB V8.1
        2. Install DB2 UDB V8.1 Fix Pack 4a
        3. Verify DB2 UDB
      3. Microsoft Visual C++ installation
        1. Install Microsoft Visual C++ V6.0
        2. Configure Microsoft Visual C++ V6.0
        3. Verify Microsoft Visual C++ V6.0
      4. IBM WebSphere Application Server installation
        1. Install WebSphere Application Server V5.0
        2. Install WebSphere Application Server V5 Fix Pack 2 (V5.0.2)
        3. Verify WebSphere Application Server V5.0.2
      5. IBM GSKit installation
        1. Determine GSKit version installed
        2. Uninstall the earlier GSKit version
        3. Install GSKit V7.0.1.16
      6. IBM HTTP Server SSL configuration
        1. Enable the httpd.conf file for SSL
        2. Copy WebSphere plug-in entries
        3. Create the IBM HTTP Server key store
        4. Create a certificate for IBM HTTP Server
        5. Verify IBM HTTP Server
        6. Configure SSL for IBM HTTP administration server
      7. IBM WebSphere Application Server configuration
        1. Certificates
        2. Restrict ports for WebSphere Application Server
      8. IBM DB2 Content Manager installation
        1. Prerequisites for DB2 Content Manager
        2. Install DB2 Content Manager
      9. IBM DB2 Content Manager verification
        1. Verify the library server database
        2. Verify that library server access C++ modules were generated
        3. Verify that the library server monitor is started
        4. Verify the system administration client
        5. Verify resource manager WebSphere deployment
        6. Verify the resource manager database
        7. Verify DB2 Content Manager installation with First Steps
      10. DB2 Content Manager V8.2 Fix Pack 6 installation
      11. DB2 Information Integrator for Content installation
        1. Install DB2 Information Integrator for Content
        2. Verify DB2 Information Integrator for Content
        3. Install DB2 Information Integrator for Content Fix Pack 6
      12. IBM DB2 Content Manager eClient Version 8.2 installation
        1. Install Content Manager eClient
        2. Verify the eClient installation
      13. DB2 Records Manager Enabler Version 8.2.820.600 installation
        1. Preinstallation tasks
        2. Install the Records Manager Enabler Common Client support
        3. Install the Records Manager Enabler for Content Manager eClient server component
      14. Summary
    4. Chapter 9: Records Management node installation
      1. Microsoft Windows 2000 Server installation
        1. Windows 2000 Service Pack 4
        2. Windows 2000 service levels
        3. Create system users and assign user rights
        4. Verify network configuration
      2. DB2 Universal Database installation
        1. Install DB2 UDB V8.1
        2. Install DB2 UDB V8.1 Fix Pack 4a
        3. Verify DB2 UDB
      3. WebSphere Application Server installation
        1. Install WebSphere Application Server Standard Edition V5.0
        2. Install WebSphere Application Server V5 Fix Pack 2 (V5.0.2)
        3. Verify WebSphere Application Server V5.0.2
      4. IBM GSKit installation
        1. Determine GSKit version installed
        2. Uninstall the earlier GSKit version
        3. Install GSKit V7.0.1.16
      5. IBM HTTP Server SSL configuration
        1. Enable the httpd.conf file for SSL
        2. Copy WebSphere plug-in entries
        3. Create the IBM HTTP Server key store
        4. Create a certificate for IBM HTTP Server
        5. Verify IBM HTTP Server
        6. Configure SSL for IBM HTTP administration server
      6. WebSphere Application Server configuration
        1. Certificates
        2. Restrict ports for WebSphere Application Server
      7. DB2 Records Manager installation (1/3)
      8. DB2 Records Manager installation (2/3)
      9. DB2 Records Manager installation (3/3)
        1. Prerequisites for DB2 Records Manager
        2. Install DB2 Records Manager
        3. Create the DB2 Records Manager database
        4. Install DB2 Records Manager Engine
        5. Install DB2 Records Manager Version 3.1.2 Engine
        6. Verify DB2 Records Manager
        7. Install DB2 Records Manager Version 3.1.3 Engine
      10. DB2 Records Manager Enabler Version 8.2.820.600 installation (1/2)
      11. DB2 Records Manager Enabler Version 8.2.820.600 installation (2/2)
        1. Preinstallation tasks
        2. Install Records Manager Enabler Common Client support
        3. Install Records Manager Enabler CommonWin32 component
        4. Install Records Manager Enabler DB2 Records Manager server component
      12. Summary
    5. Chapter 10: Configuration
      1. Configure the Portal node (1/5)
      2. Configure the Portal node (2/5)
      3. Configure the Portal node (3/5)
      4. Configure the Portal node (4/5)
      5. Configure the Portal node (5/5)
        1. Configure IBM Tivoli Directory Server
        2. Configure Tivoli Web Administration Tool
        3. Create users in IBM Tivoli Directory Server
        4. Configure WebSphere Portal for IBM HTTP Server
        5. Configure WebSphere Portal for IBM Tivoli Directory Server
      6. Configure the Business Integration node (1/3)
      7. Configure the Business Integration node (2/3)
      8. Configure the Business Integration node (3/3)
        1. Configure WebSphere Application Server for Directory Server
        2. Configure business process container on WebSphere Application Server
      9. Configure the Content Management node (1/5)
      10. Configure the Content Management node (2/5)
      11. Configure the Content Management node (3/5)
      12. Configure the Content Management node (4/5)
      13. Configure the Content Management node (5/5)
        1. Configure DB2 Content Manager for LDAP
        2. Configure the LDAP User Import Scheduler
        3. Configure the Content Manager eClient RME support
        4. Configure the DB2 Content Manager RME functions
        5. Deploy DB2 Content Manager data model
      14. Configure the Records Management node (1/2)
      15. Configure the Records Management node (2/2)
        1. Configure the RME Host Interface component
        2. Configure DB2 Records Manager
      16. Summary
  6. Part 4: Deployment and execution
    1. Chapter 11: Solution deployment
      1. Download the ILM sample code
      2. Content Management node
      3. Records Management node (1/2)
      4. Records Management node (2/2)
        1. Define the DB2 Records Manager logic extensions
        2. Register the DB2 Content Manager server as a DB2 Records Manager host application
        3. Capture the DB2 Records Manager component IDs
        4. Define DB2 Records Manager RME configuration information
        5. Configure DB2 Records Manager RME users and groups
      5. Business Integration node (1/2)
      6. Business Integration node (2/2)
      7. Portal node (1/3)
      8. Portal node (2/3)
      9. Portal node (3/3)
        1. Configure portlets
        2. Add required libraries
        3. Deploy portlets
        4. Create portal pages
        5. Set up access rights
      10. Summary
    2. Chapter 12: Solution walkthrough
      1. Supervisor requests a report
      2. Analyst accepts assignment and creates report (1/2)
      3. Analyst accepts assignment and creates report (2/2)
      4. Supervisor reviews report
      5. Records administrator audits report (1/2)
      6. Records administrator audits report (2/2)
      7. Summary
  7. Part 5: Appendix
    1. Appendix A: Additional material
      1. Locating the Web material
      2. Using the Web material
        1. System requirements for downloading the Web material
        2. How to use the Web material
    2. Related publications
      1. IBM Redbooks
      2. Other publications
      3. Online resources
      4. How to get IBM Redbooks
      5. Help from IBM
    3. Index (1/3)
    4. Index (2/3)
    5. Index (3/3)
    6. Back cover

Product information

  • Title: A Sample Solution for Records Management with Process Choreography
  • Author(s): Bart Jacob, Jan Antos, Budi Darmwan, Mike Kerzee, Therese Sroujian
  • Release date: March 2005
  • Publisher(s): IBM Redbooks
  • ISBN: None