You are previewing Getting Started with IBM FileNet P8 Content Manager.
O'Reilly logo
Getting Started with IBM FileNet P8 Content Manager

Book Description

Install, customize, and administer the powerful FileNet Enterprise Content Management platform

  • Quickly get up to speed on all significant features and the major components of IBM FileNet P8 Content Manager

  • Provides technical details that are valuable both for beginners and experienced Content Management professionals alike, without repeating product reference documentation

  • Gives a big picture description of Enterprise Content Management and related IT areas to set the context for Content Manager

  • Written by an IBM employee, Bill Carpenter, who has extensive experience in Content Manager product development, this book gives practical tips and notes with a step-by-step approach to design real Enterprise Content Management solutions to solve your business needs

  • In Detail

    IBM FileNet P8 Content Manager, built on top of the mature FileNet platform, is a complete, world class Enterprise Content Management platform. With its rock solid document management features, tight integration with BPM systems and other components, and rich API set, it is a highly scalable and secure solution to common and uncommon Enterprise Content Management requirements.

    Written by a FileNet insider, who is an Enterprise Content Management architect and engineer, this book is a straightforward guide to effectively installing, managing, and administering FileNet P8 Content Manager. It emphasizes practical, specific, and hands-on information about features for building Enterprise Content Management solutions. At every step, real-world tips and important information are called out to save you time and trouble when building customized solutions.

    Beginning with an overview of Enterprise Content Management, the book moves quickly to the matter of getting a real Content Manager system up and running. You learn key Content Manager applications that are demonstrated to show you the major concepts that matter you as a developer, administrator, or as an end user. There are separate chapters that describe major platform features, security-related features, and integrations with other commonly used software components. A realistic sample application, designed right in front of you unfolds the genius in IBM Filenet P8 Content Manager. Finally, you take an in-depth look at troubleshooting, support sites, and online resources to help meet your security needs.

    Master the ins and outs of the FileNet P8 platform, easily

    Table of Contents

    1. Getting Started with IBM FileNet P8 Content Manager
      1. Copyright
      2. Credits
      3. About the Author
      4. Acknowledgement
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      8. 1. What is ECM?
        1. ECM in three sentences
        2. Use cases
          1. Central Document Repository
          2. Compliance and governance
          3. Document-centric workflow
        3. Things to look for in an ECM platform
          1. Safe repository
          2. Strong security features
          3. Platform support
          4. Scalability
          5. Extensibility and add-ons
          6. Vendor and partner ecosystem
          7. Enterprise interoperability
          8. Strong APIs
          9. Notifications and triggers
          10. Traditional document management features
            1. Versioning and history
            2. Workflow integration
            3. Search and navigation
            4. Auditing and reporting
            5. Metadata
        4. ECM and standards
          1. AIIM: DMA and ODMA
            1. DMA
            2. ODMA
          2. WebDAV
          3. JCR
          4. CMIS
        5. What ECM is not
          1. ECM is not CMS
          2. ECM is not a database
          3. ECM is not source code management
        6. A bit of FileNet history
        7. Summary
      9. 2. Installing Environmental Components
        1. Some important IBM documents
          1. Plan and prepare your environment
          2. Fix Pack Compatibility Matrix
        2. Environmental components
          1. Hardware and software requirements
          2. Tailored planning and installation guides
        3. Our target environment
        4. Configuring the environmental components
          1. User and group accounts
          2. Red Hat Enterprise Linux
            1. Network addresses
            2. System clocks
            3. File storage area
            4. Firewalls
          3. Installing DB2
            1. Create a new database
            2. Drop default user tablespace
            3. Create a buffer pool definition
            4. Create tablespaces
            5. Add a user to the database
            6. Set DB2 parameters
            7. Repeat for OSTORE1
          4. WebSphere Application Server
            1. Profiles and ports
            2. WAS process attributes
            3. WAS performance tweaks
            4. WAS and DB2
          5. Installing Tivoli Directory Server
          6. Using the directory
            1. Populating the directory
            2. TDS web console setup
            3. Server-side sorting
            4. The suffix
            5. Users
            6. Groups
            7. CE-specific entries
            8. Manual TDS queries
        5. Scripts and desktop shortcuts
        6. Summary
      10. 3. Installing the Content Engine
        1. An aside about some names
        2. P8 platform architecture
          1. Content Engine (CE)
          2. Other components
            1. Application Engine (AE)
            2. Content Search Engine (CSE)
            3. Process Engine (PE)
            4. Rendition Engine (RE)
        3. Installing the CE
          1. Getting the software
          2. Running the CE server installer
          3. Configuration Manager
          4. WAS console tweaks
          5. Installing FEM
          6. Bringing up the P8 Domain
          7. Create an Object Store
        4. Summary
      11. 4. Administrative Tools and Tasks
        1. Domain and GCD
          1. Topology levels
          2. Using topology levels
        2. Exploring Domain-level items
          1. AddOns
          2. Fixed Content Devices
          3. Server Cache configuration
          4. Content configuration
          5. Trace logging
          6. Content cache
        3. Exploring Object Store-level Items
          1. Content Access Recording Level
          2. Auditing
          3. Checkout type
          4. Text Index Date Partitioning
          5. Cache configuration
          6. Metadata
            1. Property templates
            2. Choice lists
            3. Classes
            4. Subclassing example
          7. Object Browse and Query
        4. Summary
      12. 5. Installing Other Components
        1. Content Search Engine (CSE)
          1. The CSE user
          2. Running the CSE installer
          3. Command line configuration steps
          4. Configuring CSE via the K2 Dashboard
          5. Configuring CE for CSE via FEM
            1. Configuring the P8 Domain
            2. Configuring an Object Store
        2. Process Engine server (PE server)
          1. Users and groups
          2. Database configuration
            1. DB2 database and tablespaces
            2. DB2 user permissions
            3. DB2 client software
          3. PE server installation and configuration
            1. PE server installation
            2. CE client installation
            3. PE server configuration
            4. Shared memory
            5. Test the connections
          4. CE configuration for PE
          5. PE client software
        3. Application Engine (AE)
        4. Workplace XT (XT)
          1. Configure LDAP
          2. Trust relationships and LTPA
          3. Run the installer
          4. CE and PE client software
            1. CE client
            2. PE client
          5. XT pre-deployment configuration
          6. Deploying XT
            1. Classloader configuration
            2. Map special subjects
            3. ORB uniqueness
          7. Running XT the first time
        5. IBM System Dashboard for ECM (SD)
        6. Rendition Engine (RE)
        7. Summary
      13. 6. End User Tools and Tasks
        1. What is Workplace XT?
          1. Browsing folders and documents
          2. Adding folders
          3. Adding documents
          4. Viewing documents
        2. Entry templates
        3. Workflow interactions
          1. One-time isolated region setup
          2. Approval workflows
          3. Tasks in XT
        4. Versioning
        5. Properties and security
        6. Searches
          1. Simple Search
          2. Keyword Search
          3. Advanced Search
          4. Stored Searches and Search Templates
        7. Summary
      14. 7. Major CM Features
        1. Documents
          1. Content
            1. Multiple content elements
            2. Content transfer and content reference
            3. Content element numbering
          2. Versioning
            1. Checkout and checkin
            2. Freeze
            3. Major and minor versions
          3. Document lifecycles
          4. Autoclassification
          5. Compound documents
          6. DITA publishing
          7. Rendition Engine
        2. Search
          1. Merge mode
          2. Selectable and searchable properties
          3. Property searches and full-text searches
          4. JDBC provider
          5. Search Templates and Stored Searches
        3. Folders and containment
          1. Referential containment
          2. Filing
          3. Containment names
          4. The decision to file documents
        4. Custom properties and classes
          1. Properties of Class Definitions
          2. Properties of Property Definitions
        5. Custom objects
        6. Annotations
        7. Links
        8. Subscriptions, events, and auditing
          1. What is an event?
          2. Subscriptions
          3. Audit logging
          4. Content Access Recording Level
          5. Event handlers
          6. Workflow launch
        9. AddOns
          1. AddOn components
          2. Creating and installing AddOns
          3. Authoring an AddOn
        10. Summary
      15. 8. Security Features and Planning
        1. Authentication or authorization?
        2. Authentication in CM
          1. Java Authentication and Authorization Service (JAAS)
          2. Where authentication actually happens
            1. Application Server trust relationships
            2. Thick EJB clients
            3. CEWS clients
              1. Java clients with CEWS
              2. .NET clients and direct CEWS users
              3. Custom authentication and tunneling
              4. Delegated authentication
          3. Single Sign-on
          4. Anonymous and guest access
          5. Impersonation and run-as
        3. Enterprise directories
        4. Authorization in CM
          1. Discretionary and Mandatory Access Control
          2. Access Control Lists
            1. User and group access
            2. Rights
            3. Levels
            4. Unused bits
          3. Implicit rights
            1. Object Owner
            2. Object Store administrator
            3. Special query right
          4. Extra access requirements
            1. Modification Access Required
            2. Target Access Required
          5. Default instance security
          6. #CREATOR-OWNER
          7. Security policy and document lifecycle policy
            1. Security Policy and Security Templates
            2. Document lifecycle policy
          8. Dynamic security inheritance
            1. Inheritable depth
            2. Parent and child security objects
            3. System-defined inheritance
            4. Roles and adapters
            5. Project team example
            6. Project team adapters
            7. Folders as adapters
          9. Marking sets
            1. A marking set example
          10. The final veto
          11. A hypothetical scenario
            1. The players
            2. The business requirements
            3. The strategy
            4. The implementation
            5. The test
        5. Summary
      16. 9. Planning Your Deployment
        1. Distributed deployments in functional tiers
          1. Web browsers
          2. Web servers
          3. CE, PE, and friends
          4. Databases and filesystems
        2. Custom applications
        3. Parallel environments
          1. Pre-production
          2. Development and testing
        4. How many domains?
        5. How many Object Stores?
        6. Network security
          1. TLS/SSL
          2. Firewalls
        7. Supported platforms
        8. Integrating content with workflow
        9. Content storage
          1. Database Storage Area
          2. File Storage Area
          3. Fixed content devices
          4. Content Federation Services (CFS)
        10. Clustering, High Availability, and Disaster Recovery
          1. Clustering
          2. High Availability
          3. Disaster Recovery
        11. Distributed deployments
          1. CE topology
          2. PE considerations
          3. CSE considerations
          4. CE distributed deployment features
            1. Content cache
            2. Request Forwarding
          5. Typical distributed deployments
            1. Remote application tier
            2. Remote application and CE tier
        12. Summary
      17. 10. Included and Add-On Components
        1. Standard CM components
          1. Server components
          2. Applications and connectors
          3. Environmental components
        2. Initiatives and scenarios
        3. Compliance management
        4. IBM Enterprise Records (IER)
          1. Declaration
            1. Classification
            2. Protection
            3. Disposition
            4. Audits and reporting
          2. IBM eDiscovery
            1. IBM eDiscovery Analyzer (eDA)
            2. IBM eDiscovery Manager (eDM)
          3. IBM Content Collector
            1. ICC for File Systems
            2. ICC for Microsoft SharePoint
            3. ICC for Email
            4. Task connectors
          4. IBM Classification Module
        5. Smart Archive Strategy
          1. Ingestion
          2. Infrastructure
          3. Management
        6. IBM FileNet Business Process Manager
          1. IBM FileNet Business Process Framework
          2. IBM Enterprise Content Management Widgets
        7. Other components
          1. IBM FileNet System Monitor
          2. IBM FileNet Image Services
          3. IBM FileNet Capture and Datacap
          4. Content Management Interoperability Services
          5. Darwin Information Typing Architecture
          6. IBM Content Analytics
        8. Summary
      18. 11. A Taste of Application Development
        1. The Content Engine APIs
          1. Don't bypass the APIs
            1. Reading
            2. Updating
          2. API transports
            1. CEWS transport
            2. EJB transport
            3. User transactions
            4. JAAS context
            5. Transport-specific coding
          3. CE .NET and Java APIs
          4. CEWS protocol
          5. Attachment formats
          6. Compatibility layers
            1. Java Compatibility Layer
            2. COM Compatibility Layer
            3. CEWS 3.5 protocol
        2. Other APIs
          1. PE APIs
          2. CMIS
          3. ECM Widgets
          4. AE/XT customization and integration
        3. Development environments
          1. CE Java API in Eclipse
            1. The project
            2. CE API dependencies
            3. The application code
            4. Running the application
            5. Some things we didn't show
          2. CE .NET API in VS C# Express
            1. The project
            2. CE API dependencies
            3. The application code
            4. Running the application
            5. Some things we didn't show
        4. Summary
      19. 12. The DUCk Sample Application
        1. Business requirements
          1. Restricted quantity documents
          2. Restricted circulation documents
        2. Design of end-user view
          1. Common login screen
          2. Find documents
          3. Content download
          4. Adding a document
          5. Viewing details for a document
            1. Restricted quantity documents
            2. Restricted circulation documents
            3. Modifying a document
          6. Enterprise mandates
          7. Navigational overview
        3. Data model and security model
          1. Document properties
            1. Restriction indicators
          2. Restricted circulation
            1. Access logging
            2. Access control
            3. Requests for access
          3. Restricted Quantity
        4. Technical implementation details
          1. CE metadata changes
            1. The annotation subclass
            2. Custom document properties
            3. Custom events
            4. Audit logging configuration
          2. Deploying the event handler code module
            1. The DuckRQB project
            2. New code module
            3. Modifying a code module
            4. Debug logging
          3. The Duck project
          4. Exporting and deploying Duck.war
            1. Deployment descriptor
            2. Deploying to WAS
            3. Selecting the JSF Runtime
            4. Configure role mapping
            5. Starting the application
        5. Summary
      20. 13. Support, Fix Packs, and Troubleshooting
        1. Resources
          1. Documentation
            1. Information center
            2. Standalone documents
            3. Other links
            4. IBM Redbooks
            5. IBM developerWorks
            6. Worldwide IBM ECM Community
          2. Online support resources
            1. Support portal
            2. PMRs and APARs
            3. Technotes
            4. Personalized notifications
            5. Fix Central
          3. Information on demand conferences
        2. Releases and fixes
          1. Product releases
          2. Interim fixes
          3. Fix packs
          4. Installing fix packs
            1. Supporting components
            2. CM components
            3. CE 4.5.1.4 server
            4. CSE 4.5.1.1 client
            5. CSE 4.5.1.1 server
            6. Redeploying the updated CE server
            7. CE 4.5.1.4 clients
            8. XT 1.1.4.8
        3. Troubleshooting
          1. Prevention
            1. Configuration Control
            2. Snapshots
            3. Backups
          2. Looking for trouble
            1. Initial configuration
          3. Authentication
          4. WAS bootstrap information
          5. Performance
            1. Trace logging
            2. Isolation
            3. Database tuning
        4. Summary