Backing up your system

Work with your backup administrator to prepare a plan for backing up the Content Cortex data and assets that are associated with your IBM Business Automation Workflow system. Use the information from the Content Cortex documentation to understand and plan for your backups of the Content Cortex system.

About this task

Determine the location of IBM Content Cortex data in the Content Cortex domain that is used by IBM Business Automation Workflow. This data set includes the global configuration database, object stores, workflow systems, and solutions. Also determine the location for all IBM Content Navigator data that is related to IBM Business Automation Workflow, including desktops and plug-ins.

See the following table for a list of Content Cortex components to back up.

Table 1. Content Cortex components and links to backup instructions

Content Cortex components	Backup instructions
Global configuration database	Global configuration database backup
Object stores (design, staging, and target), workflow system, and file stores storage area	Object store backup
IBM Content Navigator	Backing up IBM Content Navigator
Optional: Case Analyzer	Case Analyzer store backup
Content Platform Engine server	Server configuration backup

Work with your backup administrator to prepare a plan for backing up workflow components. For the IBM Business Automation Workflow files and data, your backup plans can depend on how often files are used or changed.

To back up the workflow components:

• Back up the IBM Business Automation Workflow network share that hosts runtime plug-ins, add-ons configuration, documents, and customized widget pages (run time). To determine the location of the directory to back up:
  1. In the workflow configuration tool, open your configuration profile.
  2. Right-click profile name and click Edit Profile Properties.
  3. Click Next twice, navigate to the Content Platform Engine definition page and locate the Network shared directory field.
• Back up the workflow server.
  1. Back up all files and sub directories in icm_installation_path\configure.
  2. Back up your application server profiles.
• Optional: Back up the IBM Business Automation Workflow rules repository directory. This backup step should be part of the Content Platform Engine file store backup policy. To determine the location of the directory to back up:
  1. In the workflow configuration tool, open your configuration profile.
  2. Right-click Configure Business Rules in the profile pane and click Edit Selected Task. Locate the Rules repository directory.
• Back up case management solutions (design time or run time) and customized widget pages (design time) by backing up the object store. See Object store backup .
• Optional: If you are using a case history store to record extended case history, determine the location of the case history store database. Include your plans for backing up the case history store as part of the backup of the IBM Content Cortex domain.
  1. Determine the data source that was used for the case history database connection.
     • In the workflow administration client, expand Object Stores in the Domain pane, then click the target object store.
     • Click Case History Store and note the value for the data source in the Case history database connection field.
  2. In your application server console, view the information for the data source. For example, in WebSphere® Application Server, the information is listed in the JDBC data sources. The database information is indicated in the Comment and required data source properties.