Upgrading your IBM Case
Manager system
using the embedded IBM Content
Navigator
This approach can be used only for non-production environments. It augments IBM Case
Manager with IBM Business Automation
Workflow and uses the IBM Content
Navigator embedded in Business Automation Workflow.
Before you begin
Ensure you are running IBM Case
Manager
V5.3.3.
Ensure you are running IBM Business Automation
WorkflowV19.0.0.3. If you are running IBM Business Process
Manager or an earlier version of IBM Business Automation
Workflow, you must upgrade first. See Upgrading to IBM Business Automation Workflow.
Ensure all participant computers have a host name with a domain name suffix, for example,
my_computer.my_domain_name.com.
About this task
This upgrade requires IBM Case
Manager and a
new installation of Business Automation Workflow on a separate
server.
During the upgrade process, you will
Back up your source databases.
Update your IBM Content
Navigator and Content Platform Engine.
If you haven't already, install and configure Business Automation Workflow.
Configure Business Automation Workflow to use your
Content Platform Engine.
Run the case configuration tasks.
Update custom extension packages and custom case widgets if you are using them.
Restart the deployment environment.
Procedure
Back up your IBM Case
Manager databases, including the databases for
the IBM Content
Navigator, the design object
store, and the target object store; for example, ICNDB, DOSDB, and TOSDB.
Update your IBM Content
Navigator and
Content Platform Engine to the version supported by Business Automation Workflow.
Optional:
If you already installed Business Automation Workflow and
created a deployment environment, make sure that you configure IBM Content
Navigator to reuse your previous IBM Content
Navigator database.
Start the deployment manager and nodes.
Log in to the WebSphere® Application
Server administrative
console.
The URL is
http://hostname:port1/admin or
https://hostname:port2/admin.
Click Resources > JDBC > Data
sources. Click the BPM Content Navigator ECM client data
source.
In the Common and required data source properties table, change the
following properties:
Server name: The host name of the computer where your previous IBM Content
Navigator is located.
Database name: The name of your previous IBM Content
Navigator database.
Port number: The port that is used for the database.
Save your changes.
Make the same changes as in the previous substep for the BPM Content Navigator task
manager data source.
Optional:
If you did not yet install Business Automation Workflow,
install it.
Choose a sample properties file from the
Workflow_install_root\BPM\samples\config\externalcpe
directory, based on your database and the type of deployment environment you want.
For a development environment, choose a properties file with
bpm.de.environment=Process Center. These files do not contain the Content Platform Engine configuration. You must configure the newly
installed Business Automation Workflow to reuse your previous
Content Platform Engine configuration.
Modify the properties file using your real environment values.
Pay special attention to the following properties and make sure that they are configured
correctly:
To use the embedded IBM Content
Navigator
and the external Content Platform Engine, make sure that you
set the following properties as
shown:
To configure your previous IBM Content
Navigator database to work with the embedded
IBM Content
Navigator, set the value of
bpm.de.db.number.hostname to the host name of the previous
IBM Content
Navigator server. Set the value of
bpm.de.db.number.schema to the schema of the previous IBM Content
Navigator database. Set the value of
bpm.de.db.number.tsicn to the table space name of the previous
IBM Content
Navigator database. Set the type and
port number based on the database that you are intending to
use.
Set the ECMTechnicalUserAlias as the user from the LDAP shared user repository that will be used
as the administrator for the object store, for
example:
###########################################
# ECM technical user authentication alias #
###########################################
bpm.de.authenticationAlias.number.name=ECMTechnicalUserAlias
bpm.de.authenticationAlias.number.user=user from LDAP shared user repository
bpm.de.authenticationAlias.number.password=password of the user
After you create the deployment environment, before you try to start it, run the
BPMConfig -create command to generate the SQL scripts that create the schemas and
tables for the applications. Then run the scripts, except for the scripts for the databases for
IBM Content
Navigator and Content Platform Engine (usually called CPEDB, or ICNDB, DOSDB, and
TOSDB).
For the Edit Profile Properties task, on the second panel, enter the values
that you used for the embedded IBM Content
Navigator. However, for the IBM Content
Navigator administrator user name and
password, you must enter the values for the previous IBM Content
Navigator. Otherwise, you cannot test the
connection successfully.
For the Configure Business Rules task, specify the same path that you used in
IBM Case
Manager.
Make sure that the Network Shared Directory property value in the Edit
Development Environment Profile Properties wizard is the same as the one that you set in
the Business Automation Workflow properties file. If you want to
change this network shared directory value, then after you change the value in the wizard, you must
also rerun the BPMConfig command, for example:
If you previously configured IBM Content
Navigator or Content Platform Engine related plug-ins (such as the Content Platform Engine Applets Support Plug-in), you must run the
related task in the configuration tool (such as Register the IBM Content Platform Engine Applets Support Plug-in) to redeploy
the plug-ins using the new path to the network shared directory. If the mapped tasks are disabled,
enable and run them.
Optional: If you are using custom extension packages, update
them.
In the Business Automation Workflow Case
configuration tool, run the Deploy & Register Extensions Package task to deploy
the custom extension package plug-in to the IBM Content
Navigator.
Right-click the task and select Enable Task.
Enter and check the properties.
Run the task.
Optional: If you are using case custom widgets that refer to IBM Case
Manager resources, you must update the
implementation code because, after augmentation, the resources are located on the remote Business Automation Workflow computer instead of the IBM Case
Manager computer.
In the Business Automation Workflow Case configuration tool, run the Deploy
& Register Custom Widgets Package task to deploy the Case custom widget plug-in to the
IBM Content
Navigator.
Right-click the task and select Enable Task.
Enter and check the properties.
Run the task.
Restart the Business Automation Workflow deployment
environment.
To avoid accidentally editing solutions in the previous version of Case Builder or logging into
the previous version of the navigator after the upgrade, remove the previous CaseBuilder and
navigator apps.
In the WebSphere administrative console for IBM Case
Manager V5.3.3
(https://case533_computer:9043/ibm/console) go to Applications > All Applications.
Select CaseBuilder and click Remove.
Select navigator and click Remove.
Save the changes to the WebSphere Application
Server
configuration, and restart the WebSphere Application
Server
profile.
Results
You must reconfigure other systems that rely on IBM Content
Navigator.
The following image shows a typical topology using the embedded IBM Content
Navigator.
The Case Navigator plug-ins are available through the following URLs: