book

Building IBM Enterprise Content Management Solutions From End to End

by Wei-Dong Zhu, Ben Davies, Isuru Fernando, Blair Groff, Sven Hapke, Abraruddin Khan, Johnson Liu, Josemina Magdalen, Yuki Makino, Mike Prentice

October 2014

Intermediate to advanced

616 pages

13h 48m

English

IBM Redbooks

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AuthorsNow you can become a published author, too!Comments welcomeStay connected to IBM Redbooks
1.1 Introduction1.2 IBM Softlayer1.3 IBM Case Manager1.4 IBM Content Navigator1.5 IBM Datacap1.6 IBM Content Manager OnDemand1.7 IBM Enterprise Records1.8 IBM Watson Content Analytics1.9 IBM Content Classification
2.1 Use case scenario overview2.1.1 Actors2.1.2 Scenario2.1.3 Detailed steps2.2 Role of solution components in the scenario2.2.1 IBM Case Manager2.2.2 IBM Content Navigator2.2.3 IBM Datacap2.2.4 IBM Content Manager OnDemand2.2.5 IBM Enterprise Records2.2.6 IBM Watson Content Analytics2.2.7 IBM Content Classification
3.1 Introduction3.2 Ordering an IBM SoftLayer server3.2.1 Ordering a SoftLayer server without an existing SoftLayer ID3.2.2 Ordering additional servers with an existing SoftLayer ID3.2.3 Final non-interactive order process steps and provisioning
4.1 Overview4.2 Prerequisites4.3 Downloading IBM CMPIT components4.4 Running the IBM CMPIT Installer4.5 Troubleshooting installation errors4.6 Downloading FileNet P8 Platform and IBM Case Manager fix packs4.7 Installing FileNet P8 Platform and IBM Case Manager fix packs4.7.1 Installing the FileNet Content Platform Engine Fix Pack4.7.2 Installing the FileNet Workplace XT interim fix pack4.7.3 Installing the IBM Content Navigator Fix Pack4.7.4 Installing the IBM Case Manager Fix Pack4.8 Verifying installed components
5.1 Overview5.2 Prerequisites5.3 How this ties into the scenario5.4 Instructions5.4.1 Creating a solution5.4.2 Adding case properties5.4.3 Adding roles5.4.4 Adding in-baskets5.4.5 Adding document types5.4.6 Adding pages5.4.7 Adding case types5.4.8 Adding tasks in Step Editor5.5 Verifying the solution in IBM Case Manager Client5.6 Using IBM Case Manager administration client5.7 IBM Case Manager complex use cases
6.1 Overview6.2 Prerequisites for this chapter6.3 Instructions6.3.1 Installing the IBM Content Navigator Mobile App6.3.2 Configuring IBM Case Manager for Mobile6.3.3 Configuring IBM Content Navigator mobile app
7.1 Overview7.2 Prerequisites7.3 How this ties into the scenario7.4 Instructions7.4.1 Accessing IBM Case Manager Client7.4.2 Searching and opening a case7.4.3 Adding a photo to the case7.5 Mobile Case Manager complex use cases

8.1 Overview of IBM Datacap8.1.1 IBM Datacap components and architecture8.2 Deployment considerations8.2.1 Prerequisites8.3 Installation steps8.3.1 Datacap installation8.3.2 Configuring the Datacap website8.3.3 Starting and validating8.3.4 Installing Taskmaster Web Services
9.1 Overview9.2 Introduction to mobile capture9.3 Representational state transfer9.4 The mobile use case9.4.1 Form design9.4.2 Forms to capture9.5 Application copying and basic setup9.6 Inbound image conversion9.7 Bar code recognition9.7.1 Bar code confidence settings9.8 Fingerprinting9.8.1 Disabling Fingerprinting in IBM Datacap FastDoc applications9.9 Workflow configuration9.9.1 Existing workflow9.9.2 New workflow for mobile9.10 Shortcut, Station, User, and Group setup9.10.1 Shortcuts9.10.2 Stations9.10.3 Users9.10.4 Groups9.11 IBM Datacap FastDoc operation9.11.1 Configuring your application within IBM Datacap FastDoc9.11.2 Local mode9.11.3 Datacap client mode9.11.4 Capture Images9.11.5 Build the fields9.11.6 Locate and capture9.11.7 Complete9.11.8 Dynamic Capture of bar codes9.12 Signature verification9.12.1 Script development9.12.2 Use of script in IBM Datacap9.13 Validation setup9.14 Export setup9.15 Final test for desktop image capture9.16 Mobile setup9.16.1 Datacap mobile configuration additional steps9.16.2 Mobile app configuration9.17 Datacap and Content Classification
10.1 Overview 10.2 Prerequisites10.2.1 Software prerequisite10.2.2 Software packages required10.3 Deployment considerations10.4 Instructions10.4.1 Installation of IBM Content Manager OnDemand10.4.2 Configuration for IBM Content Manager OnDemand repository10.4.3 Installing Content Manager OnDemand client software10.4.4 Installing Content Manager OnDemand Web Enablement Kit10.4.5 Verifying installation
11.1 Overview11.2 Prerequisites11.2.1 Software prerequisites11.2.2 Configuration prerequisites11.3 How this ties into the scenario11.4 Configuring IBM Content Manager OnDemand for invoices and payment reports11.4.1 Configuration to load invoices11.4.2 Configuration for loading a payment journal11.4.3 Configuring IBM Content Navigator and IBM Case Manager to include Content Manager OnDemand data into the case environment11.4.4 Configuring FileNet Content Federation Services to integrate Content Manager OnDemand with a FileNet P8 catalog11.4.5 Configuring IBM FileNet P8 basics for FileNet Content Federation Services11.4.6 Preparing Content Manager OnDemand for FileNet Content Federation Services integration11.4.7 Extending a case solution to include federated content11.4.8 Starting the federation task11.4.9 Verifying the federated items and working with them in IBM Case Manager
12.1 Overview12.2 Prerequisites12.2.1 Hardware prerequisites12.2.2 Software prerequisites12.3 Installing IBM Enterprise Records12.3.1 Downloading the installer components12.3.2 Running the IBM Enterprise Records installer12.3.3 Running the IBM FileNet Content Platform Engine Client12.4 Configuring IBM Enterprise Records12.4.1 Create a File Plan object store (FPOS)12.4.2 Configuring Enterprise Records object stores12.4.3 Configuring Enterprise Records in Content Navigator12.4.4 Configuring Enterprise Records security and file plans
13.1 Overview13.2 Prerequisites13.3 Integrating IBM Enterprise Records with IBM Case Manager13.3.1 Adding the Enterprise Records component queue to the Case Manager environment13.4 Updating the case solution to use the IBM Enterprise Records component queue13.4.1 Adding case properties to support record declaration13.4.2 Exposing properties in case type13.4.3 Adding an optional case task to declare records13.5 Editing workflow to support record declaration13.6 Verification
14.1 IBM Watson Content Analytics overview14.2 Prerequisites14.2.1 Software prerequisites14.2.2 Required software packages14.2.3 Configuration prerequisites14.3 Installing IBM Watson Content Analytics14.4 Validating installation14.4.1 Installing Content Platform Engine Client14.4.2 Running a script to resolve FileNet Content Platform Engine Client paths14.5 Configuring Watson to access solution data14.5.1 Starting the administration console and creating a collection14.5.2 Configuring crawler and parser for the case solution
15.1 Content analysis overview15.1.1 Needs and benefits of content analysis15.1.2 Concept of content analysis15.2 Prerequisites15.2.1 Software prerequisites15.2.2 Configuration prerequisites15.3 How this ties into the scenario15.3.1 Where we are in the scenario15.3.2 What role does this solution cover15.3.3 Where you will be at the end of this chapter in the scenario15.4 Creating analysis facets15.4.1 Configuring a crawler15.4.2 Creating a dictionary to analyze domain-specific words15.5 Scenario: Analyzing customersâ€™ sentiments about a product using sentiment analysis15.5.1 Sentiment analysis15.5.2 Starting the Watson Content Analytics miner application15.5.3 Analyzing customer sentiment
16.1 Overview16.2 Installing IBM Content Classification 8.816.2.1 Download the installation kit16.2.2 Running the IBM Content Classification installer16.2.3 Configuring and running IBM Content Classification16.3 Install additional fix packs16.3.1 Install Fix Pack 116.4 Integrate IBM Content Classification with ECM products16.4.1 Use IBM Content Classification in the injection phase16.4.2 Use IBM Content Classification in the ECM repositories for content organization16.4.3 Using IBM Content Classification for records declaration16.4.4 IBM Content Classification and StoredIQ16.4.5 Content Classification at the entry point: integration with Content Navigator
17.1 IBM Content Classification overview17.2 How IBM Content Classification ties into the scenario17.2.1 Scenario walkthrough17.2.2 Step breakdown17.2.3 The roles and use cases covered in this solution17.2.4 Where you will be at the end of this chapter17.3 Creating and deploying the IBM Content Classification resource17.4 Integrating Content Classification into the ECM solution17.4.1 Starting IBM Content Classification from the Company A client portal side17.4.2 Integrating IBM Content Classification into the IBM Case Manager solution
18.1 Use case scenario18.2 Design approach18.2.1 Case design18.3 Solution overview18.3.1 Case goals18.3.2 Case data interaction18.3.3 Document design18.3.4 UI design18.3.5 Task design18.3.6 Other solution design aspects18.4 High-level design18.4.1 Architecture design18.4.2 Component interaction design18.5 High availability and disaster recovery considerations18.5.1 Patient care HA/DR considerations18.5.2 Solution HA/DR strategy
Locating the web material
Signature script used in IBM Datacap
IBM RedbooksOnline resourcesHelp from IBM
IntroductionBusiness problem and business valueReference architecture useRequirementsInfoSphere BigInsights predefined configurationInfoSphere BigInsights HBase predefined configurationDeployment considerationsCustomizing the predefined configurationsPredefined configuration bill of materialsReferencesThe team who wrote this paperNow you can become a published author, too!Stay connected to IBM Redbooks
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Content preview from Building IBM Enterprise Content Management Solutions From End to End

IBM Enterprise Content Management product and solution overview

In this chapter, we introduce the IBM Enterprise Content Management (ECM) solution built for the scenario in this book, and the ECM products and components involved in this solution.

This chapter describes the following products and components:

•IBM Case Manager

•IBM Content Navigator

•IBM Datacap

•IBM Content Manager OnDemand

•IBM Enterprise Records

•IBM Watson Content Analytics

•IBM Content Classification

1.1 Introduction

An ECM solution might consist of multiple components to achieve ...

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Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.