Upgrading and configuring IBM Case Manager

The steps for upgrading IBM® Case Manager are the same for a single-server installation or a distributed installation. To prepare for an upgrade, you must update the IBM Case Manager software and supporting software to a minimum update version level.

Before you begin

For details about the hardware and software requirements, see System requirements.

About this task

If you upgrade from an existing IBM Case Manager version on the same server, the installation of V5.3.2 upgrades the installation of the existing version.

You can upgrade to IBM Case Manager V5.3.2 from any of the following existing versions:
  • V5.2.1
  • V5.3.0
  • V5.3.1
Upgrade and configure the development environment

After the supporting applications and IBM Case Manager V5.3.2 software is installed, you use the IBM Case Manager configuration tool to configure the development environment. You use the tool to create an upgrade profile that contains tasks, where you enter properties for all aspects of your development environment applications and connections.

When you run the configuration tool, you must specify connection information for a new WebSphere® Application Server profile if you upgrade on a new server. If you upgrade on the existing server, the existing WebSphere Application Server profile is used for IBM Case Manager V5.3.2.

Before you export a solution to the test or production environment, ensure that the solution works correctly in the new client framework.

Upgrade and configure the test or production environment

After the supporting applications and IBM Case Manager V5.3.2 software is installed, you use the IBM Case Manager configuration tool to configure the production environment. You use the tool to create an upgrade profile that contains tasks, where you enter properties for all aspects of your production environment applications and connections.

When you run the configuration tool, you must specify connection information for a new WebSphere Application Server profile except if you upgrade on a new server. If you upgrade on the existing server, the existing WebSphere Application Server profile is used for IBM Case Manager V5.3.2.

The first time that you run the configuration tool, you must define at least one target environment. For an existing target object store, the definition of the target environment on V5.3.2 upgrades the underlying target object store to V5.3.2. Later, as you upgrade solutions, you can upgrade individual target environments as needed to support the upgraded solutions.

After you convert and test an upgraded solution in the development environment, you can import it into the staging object store. After you deploy the imported solution, the solution becomes visible through the Case Manager Client and your IBM Case Manager V5.3.2 system is ready to use.

  1. Preparing the IBM Case Manager environment for upgrade
    To prepare for upgrade, ensure that your existing IBM Case Manager version is upgraded to the latest fix pack level. You can install the IBM Case Manager V5.3.2 software the same server where you installed your existing system or on a separate server. If you install on the same server, IBM Case Manager V5.3.2 installs to the same location as the existing version was installed.
  2. Upgrading IBM Case Manager
    To install the IBM Case Manager software, you can run the installation program interactively or you can enter a command that applies values from an installation setup file.
  3. Configuring IBM Case Manager after you upgrade the software
    You must configure IBM Case Manager before you can use the application in a development, test, or production environment. Configuring your system prepares the Case Manager Builder application and the Case Manager Client application for deployment on the application server. After you deploy these applications, you can create, test, manage, deploy, and work with your business solutions.
Parent topic: Installing and configuring IBM Case Manager