Distributing solutions as templates

Use the IBM® Business Automation Workflow Case administration client to distribute solution templates to your customers for further development and customization.

Before you begin

Be sure to have your completed configuration checklist available.

About this task

To distribute a solution template, use the IBM Business Automation Workflow Case administration client to export the solution template as a package file that can be imported into another environment. The package that you export includes all assets that were created for the solution in Case Builder.

Procedure

To distribute a solution template:

  1. Export the template from your source development environment.
    1. Start the Case administration client .
      Enter the following URL in a browser:
      http://server:port/navigator/?desktop=bawadmin
      server is the IBM Content Navigator server name or IP address.
      port is the IBM Content Navigator port number.
    2. In the navigation tree in the left pane, select the design object store that contains the template that you want to distribute and click Solution Templates.
    3. On the Solution Templates page in the right pane, select the template.
    4. Click Actions > Export and complete the wizard steps.
  2. Import the template into the target development environment.
    1. Start the Case administration client for the target development environment.
    2. In the navigation tree in the left pane, select the design object store into which you want to import the template and click Solution Templates.
    3. On the Solution Templates page in the right pane, click Import and complete the wizard steps.

What to do next

If you also want to distribute assets that were created in tools other than IBM Business Automation Workflow, package these assets by using their native tools so that you can import the assets for any solution that is created from the solution template.

Tip: To ensure that references from these other assets, such as Java™ programs, stored searches, and forms, to elements in the solution that are created from the template are preserved, ensure that you select the Include existing unique identifiers option when you convert a solution to a solution template.

In addition, distribute a comprehensive set of migration and deployment instructions that are customized for solution applications that are created from the solution template.

The process of preparing solution application assets is similar to the process used when a solution application is migrated to another environment. For more information, see Preparing for solution migration.