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Building IBM Enterprise Content Management Solutions From End to End

Book Description

IBM® Enterprise Content Management (ECM) solutions provide efficient and effective ways to capture content, manage the content and business processes, discover insights from the content, and derive actions to improve business processes, products, and services.

This IBM Redbooks® publication introduces and highlights some of the IBM ECM products that can be implemented and integrated together to create end-to-end ECM solutions:

  • IBM Case Manager

  • IBM Datacap

  • IBM Content Manager OnDemand

  • IBM Enterprise Records

  • IBM Watson™ Content Analytics

  • IBM Content Classification


  • For each product involved in the ECM solution, this IBM Redbooks publication briefly describes what it is, its functions and capabilities, and provides step-by-step procedures for installing, configuring, and implementing it. In addition, we provide procedures for integrating these products together to create an end-to-end ECM solution to achieve the overall solution objectives.

    Not all of the products are required to be integrated into an ECM solution. Depending on your business requirements, you can choose a subset of these products to be built into your ECM solutions.

    This book serves as a hands-on learning guide for information technology (IT) specialists who plan to build ECM solutions from end-to-end, for a proof of concept (PoC) environment, or for a proof of technology environment. For implementing a production-strength ECM solution, also refer to IBM Knowledge Center, IBM Redbooks publications, and IBM Software Services.

    Table of Contents

    1. Front cover
    2. Notices
      1. Trademarks
    3. Preface
      1. Authors
      2. Now you can become a published author, too!
      3. Comments welcome
      4. Stay connected to IBM Redbooks
    4. Chapter 1. IBM Enterprise Content Management product and solution overview
      1. 1.1 Introduction
      2. 1.2 IBM Softlayer
      3. 1.3 IBM Case Manager
      4. 1.4 IBM Content Navigator
      5. 1.5 IBM Datacap
      6. 1.6 IBM Content Manager OnDemand
      7. 1.7 IBM Enterprise Records
      8. 1.8 IBM Watson Content Analytics
      9. 1.9 IBM Content Classification
    5. Chapter 2. Use case scenario
      1. 2.1 Use case scenario overview
        1. 2.1.1 Actors
        2. 2.1.2 Scenario
        3. 2.1.3 Detailed steps
      2. 2.2 Role of solution components in the scenario
        1. 2.2.1 IBM Case Manager
        2. 2.2.2 IBM Content Navigator
        3. 2.2.3 IBM Datacap
        4. 2.2.4 IBM Content Manager OnDemand
        5. 2.2.5 IBM Enterprise Records
        6. 2.2.6 IBM Watson Content Analytics
        7. 2.2.7 IBM Content Classification
    6. Chapter 3. Building a cloud-based ECM solution with IBM SoftLayer
      1. 3.1 Introduction
      2. 3.2 Ordering an IBM SoftLayer server
        1. 3.2.1 Ordering a SoftLayer server without an existing SoftLayer ID
        2. 3.2.2 Ordering additional servers with an existing SoftLayer ID
        3. 3.2.3 Final non-interactive order process steps and provisioning
    7. Chapter 4. Installing and configuring IBM Case Manager
      1. 4.1 Overview
      2. 4.2 Prerequisites
      3. 4.3 Downloading IBM CMPIT components
      4. 4.4 Running the IBM CMPIT Installer
      5. 4.5 Troubleshooting installation errors
      6. 4.6 Downloading FileNet P8 Platform and IBM Case Manager fix packs
      7. 4.7 Installing FileNet P8 Platform and IBM Case Manager fix packs
        1. 4.7.1 Installing the FileNet Content Platform Engine Fix Pack
        2. 4.7.2 Installing the FileNet Workplace XT interim fix pack
        3. 4.7.3 Installing the IBM Content Navigator Fix Pack
        4. 4.7.4 Installing the IBM Case Manager Fix Pack
      8. 4.8 Verifying installed components
    8. Chapter 5. Implementing the IBM Case Manager use case
      1. 5.1 Overview
      2. 5.2 Prerequisites
      3. 5.3 How this ties into the scenario
      4. 5.4 Instructions
        1. 5.4.1 Creating a solution
        2. 5.4.2 Adding case properties
        3. 5.4.3 Adding roles
        4. 5.4.4 Adding in-baskets
        5. 5.4.5 Adding document types
        6. 5.4.6 Adding pages
        7. 5.4.7 Adding case types
        8. 5.4.8 Adding tasks in Step Editor
      5. 5.5 Verifying the solution in IBM Case Manager Client
      6. 5.6 Using IBM Case Manager administration client
      7. 5.7 IBM Case Manager complex use cases
    9. Chapter 6. Installing and configuring an IBM Case Manager mobile application
      1. 6.1 Overview
      2. 6.2 Prerequisites for this chapter
      3. 6.3 Instructions
        1. 6.3.1 Installing the IBM Content Navigator Mobile App
        2. 6.3.2 Configuring IBM Case Manager for Mobile
        3. 6.3.3 Configuring IBM Content Navigator mobile app
    10. Chapter 7. Implementing an IBM Case Manager use case for mobile applications
      1. 7.1 Overview
      2. 7.2 Prerequisites
      3. 7.3 How this ties into the scenario
      4. 7.4 Instructions
        1. 7.4.1 Accessing IBM Case Manager Client
        2. 7.4.2 Searching and opening a case
        3. 7.4.3 Adding a photo to the case
      5. 7.5 Mobile Case Manager complex use cases
    11. Chapter 8. Installing, configuring, and deploying IBM Datacap and Mobile Capture program
      1. 8.1 Overview of IBM Datacap
        1. 8.1.1 IBM Datacap components and architecture
      2. 8.2 Deployment considerations
        1. 8.2.1 Prerequisites
      3. 8.3 Installation steps
        1. 8.3.1 Datacap installation
        2. 8.3.2 Configuring the Datacap website
        3. 8.3.3 Starting and validating
        4. 8.3.4 Installing Taskmaster Web Services
    12. Chapter 9. Implementing an IBM Datacap and Mobile Capture application use case
      1. 9.1 Overview
      2. 9.2 Introduction to mobile capture
      3. 9.3 Representational state transfer
      4. 9.4 The mobile use case
        1. 9.4.1 Form design
        2. 9.4.2 Forms to capture
      5. 9.5 Application copying and basic setup
      6. 9.6 Inbound image conversion
      7. 9.7 Bar code recognition
        1. 9.7.1 Bar code confidence settings
      8. 9.8 Fingerprinting
        1. 9.8.1 Disabling Fingerprinting in IBM Datacap FastDoc applications
      9. 9.9 Workflow configuration
        1. 9.9.1 Existing workflow
        2. 9.9.2 New workflow for mobile
      10. 9.10 Shortcut, Station, User, and Group setup
        1. 9.10.1 Shortcuts
        2. 9.10.2 Stations
        3. 9.10.3 Users
        4. 9.10.4 Groups
      11. 9.11 IBM Datacap FastDoc operation
        1. 9.11.1 Configuring your application within IBM Datacap FastDoc
        2. 9.11.2 Local mode
        3. 9.11.3 Datacap client mode
        4. 9.11.4 Capture Images
        5. 9.11.5 Build the fields
        6. 9.11.6 Locate and capture
        7. 9.11.7 Complete
        8. 9.11.8 Dynamic Capture of bar codes
      12. 9.12 Signature verification
        1. 9.12.1 Script development
        2. 9.12.2 Use of script in IBM Datacap
      13. 9.13 Validation setup
      14. 9.14 Export setup
      15. 9.15 Final test for desktop image capture
      16. 9.16 Mobile setup
        1. 9.16.1 Datacap mobile configuration additional steps
        2. 9.16.2 Mobile app configuration
      17. 9.17 Datacap and Content Classification
    13. Chapter 10. Installing and configuring an IBM Content Manager OnDemand system
      1. 10.1 Overview 
      2. 10.2 Prerequisites
        1. 10.2.1 Software prerequisite
        2. 10.2.2 Software packages required
      3. 10.3 Deployment considerations
      4. 10.4 Instructions
        1. 10.4.1 Installation of IBM Content Manager OnDemand
        2. 10.4.2 Configuration for IBM Content Manager OnDemand repository
        3. 10.4.3 Installing Content Manager OnDemand client software
        4. 10.4.4 Installing Content Manager OnDemand Web Enablement Kit
        5. 10.4.5 Verifying installation
    14. Chapter 11. Implementing an IBM Content Manager OnDemand system use case
      1. 11.1 Overview
      2. 11.2 Prerequisites
        1. 11.2.1 Software prerequisites
        2. 11.2.2 Configuration prerequisites
      3. 11.3 How this ties into the scenario
      4. 11.4 Configuring IBM Content Manager OnDemand for invoices and payment reports
        1. 11.4.1 Configuration to load invoices
        2. 11.4.2 Configuration for loading a payment journal
        3. 11.4.3 Configuring IBM Content Navigator and IBM Case Manager to include Content Manager OnDemand data into the case environment
        4. 11.4.4 Configuring FileNet Content Federation Services to integrate Content Manager OnDemand with a FileNet P8 catalog
        5. 11.4.5 Configuring IBM FileNet P8 basics for FileNet Content Federation Services
        6. 11.4.6 Preparing Content Manager OnDemand for FileNet Content Federation Services integration
        7. 11.4.7 Extending a case solution to include federated content
        8. 11.4.8 Starting the federation task
        9. 11.4.9 Verifying the federated items and working with them in IBM Case Manager
    15. Chapter 12. Installing and configuring IBM Enterprise Records
      1. 12.1 Overview
      2. 12.2 Prerequisites
        1. 12.2.1 Hardware prerequisites
        2. 12.2.2 Software prerequisites
      3. 12.3 Installing IBM Enterprise Records
        1. 12.3.1 Downloading the installer components
        2. 12.3.2 Running the IBM Enterprise Records installer
        3. 12.3.3 Running the IBM FileNet Content Platform Engine Client
      4. 12.4 Configuring IBM Enterprise Records
        1. 12.4.1 Create a File Plan object store (FPOS)
        2. 12.4.2 Configuring Enterprise Records object stores
        3. 12.4.3 Configuring Enterprise Records in Content Navigator
        4. 12.4.4 Configuring Enterprise Records security and file plans
    16. Chapter 13. Implementing an IBM Enterprise Records use case
      1. 13.1 Overview
      2. 13.2 Prerequisites
      3. 13.3 Integrating IBM Enterprise Records with IBM Case Manager
        1. 13.3.1 Adding the Enterprise Records component queue to the Case Manager environment
      4. 13.4 Updating the case solution to use the IBM Enterprise Records component queue
        1. 13.4.1 Adding case properties to support record declaration
        2. 13.4.2 Exposing properties in case type
        3. 13.4.3 Adding an optional case task to declare records
      5. 13.5 Editing workflow to support record declaration
      6. 13.6 Verification
    17. Chapter 14. Installing and configuring IBM Watson Content Analytics
      1. 14.1 IBM Watson Content Analytics overview
      2. 14.2 Prerequisites
        1. 14.2.1 Software prerequisites
        2. 14.2.2 Required software packages
        3. 14.2.3 Configuration prerequisites
      3. 14.3 Installing IBM Watson Content Analytics
      4. 14.4 Validating installation
        1. 14.4.1 Installing Content Platform Engine Client
        2. 14.4.2 Running a script to resolve FileNet Content Platform Engine Client paths
      5. 14.5 Configuring Watson to access solution data
        1. 14.5.1 Starting the administration console and creating a collection
        2. 14.5.2 Configuring crawler and parser for the case solution
    18. Chapter 15. Content analysis with IBM Watson Content Analytics
      1. 15.1 Content analysis overview
        1. 15.1.1 Needs and benefits of content analysis
        2. 15.1.2 Concept of content analysis
      2. 15.2 Prerequisites
        1. 15.2.1 Software prerequisites
        2. 15.2.2 Configuration prerequisites
      3. 15.3 How this ties into the scenario
        1. 15.3.1 Where we are in the scenario
        2. 15.3.2 What role does this solution cover
        3. 15.3.3 Where you will be at the end of this chapter in the scenario
      4. 15.4 Creating analysis facets
        1. 15.4.1 Configuring a crawler
        2. 15.4.2 Creating a dictionary to analyze domain-specific words
      5. 15.5 Scenario: Analyzing customers’ sentiments about a product using sentiment analysis
        1. 15.5.1 Sentiment analysis
        2. 15.5.2 Starting the Watson Content Analytics miner application
        3. 15.5.3 Analyzing customer sentiment
    19. Chapter 16. Installing and configuring IBM Content Classification
      1. 16.1 Overview
      2. 16.2 Installing IBM Content Classification 8.8
        1. 16.2.1 Download the installation kit
        2. 16.2.2 Running the IBM Content Classification installer
        3. 16.2.3 Configuring and running IBM Content Classification
      3. 16.3 Install additional fix packs
        1. 16.3.1 Install Fix Pack 1
      4. 16.4 Integrate IBM Content Classification with ECM products
        1. 16.4.1 Use IBM Content Classification in the injection phase
        2. 16.4.2 Use IBM Content Classification in the ECM repositories for content organization
        3. 16.4.3 Using IBM Content Classification for records declaration
        4. 16.4.4 IBM Content Classification and StoredIQ
        5. 16.4.5 Content Classification at the entry point: integration with Content Navigator
    20. Chapter 17. Implementing an IBM Content Classification use case
      1. 17.1 IBM Content Classification overview
      2. 17.2 How IBM Content Classification ties into the scenario
        1. 17.2.1 Scenario walkthrough
        2. 17.2.2 Step breakdown
        3. 17.2.3 The roles and use cases covered in this solution
        4. 17.2.4 Where you will be at the end of this chapter
      3. 17.3 Creating and deploying the IBM Content Classification resource
      4. 17.4 Integrating Content Classification into the ECM solution
        1. 17.4.1 Starting IBM Content Classification from the Company A client portal side
        2. 17.4.2 Integrating IBM Content Classification into the IBM Case Manager solution
    21. Chapter 18. Complex use case scenario
      1. 18.1 Use case scenario
      2. 18.2 Design approach
        1. 18.2.1 Case design
      3. 18.3 Solution overview
        1. 18.3.1 Case goals
        2. 18.3.2 Case data interaction
        3. 18.3.3 Document design
        4. 18.3.4 UI design
        5. 18.3.5 Task design
        6. 18.3.6 Other solution design aspects
      4. 18.4 High-level design
        1. 18.4.1 Architecture design
        2. 18.4.2 Component interaction design
      5. 18.5 High availability and disaster recovery considerations
        1. 18.5.1 Patient care HA/DR considerations
        2. 18.5.2 Solution HA/DR strategy
    22. Appendix A. Additional material
      1. Locating the web material
    23. Appendix B. IBM Datacap signature script
      1. Signature script used in IBM Datacap
    24. Related publications
      1. IBM Redbooks
      2. Online resources
      3. Help from IBM
    25. Back cover
    26. IBM System x Reference Architecture for Hadoop: IBM InfoSphere BigInsights Reference Architecture
      1. Introduction
      2. Business problem and business value
      3. Reference architecture use
      4. Requirements
      5. InfoSphere BigInsights predefined configuration
      6. InfoSphere BigInsights HBase predefined configuration
      7. Deployment considerations
      8. Customizing the predefined configurations
      9. Predefined configuration bill of materials
      10. References
      11. The team who wrote this paper
      12. Now you can become a published author, too!
      13. Stay connected to IBM Redbooks
    27. Notices
      1. Trademarks