Obtaining a list of object store properties and document types

To help you prepare for solution migration, you or your business analyst can generate text files that provide information about all object store properties and document types in a development environment target object store.

About this task

You can use the Case configuration tool to create two comma-separated value text files, PropertyTemplates.csv and DocumentTypes.csv.

The PropertyTemplates.csv file contains the following values for the properties in the object store:
  • Property Template Display Name
  • Symbolic Name
  • Data Type
  • Description
  • Cardinality (single value or multi-value choice list)
  • Default Value
  • Min Value
  • Max Value
  • Max Length
  • Choice List
  • Required
  • Hidden
The DocumentTypes.csv file contains the following values for the document classes in the object store:
  • Display Name
  • Symbolic Name
  • Descriptive Text
  • Is Hidden
  • Is Persistent
  • Properties (symbolic names of properties associated with this document class)

Creating a list of object store properties and document classes applies only in the development environment.

Procedure

To create a list of the object store properties and document classes in an object store:

  1. Start the Case configuration tool by running one of the following commands:
    Operating system Command

    AIX®
    1. Change to the install_root/CaseManagement/configure directory.
    2. Run the following command:
      ./configmgr

    Linux®
    1. Change to the install_root/CaseManagement/configure directory.
    2. Run the following command:
      ./configmgr

    Linux for System z®
    1. Change to the install_root/CaseManagement/configure directory.
    2. Run the following command:
      ./configmgr
    Windows
    Perform one of the following actions:
    • Click Start > All Programs > IBM® Business Automation Workflow > Case configuration tool.
    • Run the following command:
      install_root\CaseManagement\configure\configmgr.exe
  2. Click Tools > List Property Templates and Document Classes to create the list of properties by using the wizard.
  3. Provide copies of the CSV files to your business analysts who design solutions in Case Builder.
    You can open the CSV files in a text editor, a spreadsheet, or other program to review the list of available document classes or property templates and their settings.