Capability patterns for production deployments
You can install the following capabilities with the deployment script or the Form View in the OpenShift Container Platform (OCP) console. The templates that are used for the installation, can be found in the cert-kubernetes/descriptors/patterns folder. For more information about downloading cert-kubernetes, see Preparing a client to connect to the cluster.
Depending on the selected patterns, the needed components of the foundation pattern are installed. The final custom resource file can combine capability patterns and any number of configuration parameters that you need to complete your customizations.
The operator catalog for IBM Workflow Process Service Runtime is installed when the Cloud Pak operator catalog is installed, but you can create a deployment instance only after you created a IBM Cloud Pak® for Business Automation deployment. For more information, see Installing Workflow Process Service Runtime deployments.
Whether the dependency is a capability pattern or components within a capability you must prepare them all before you install a deployment. Preparation might include creating databases, users and groups (LDAP), secrets, and other types of storage.
- Foundation (pattern name foundation)
- Automation Decision Services (pattern name decisions_ads)
- Automation Document Processing (pattern name document_processing)
- Automation Workstream Services (pattern name workstreams)
- Business Automation Application (pattern name application)
- Business Automation Workflow (pattern name workflow)
- FileNet Content Manager (pattern name content)
- Operational Decision Manager (pattern name decisions)
- Workflow Process Service Authoring (pattern name workflow-process-service)
Foundation (pattern name foundation)
The deployment of any Cloud Pak for Business Automation capability pattern also includes the components of the foundation pattern.

Components | Installed |
---|---|
IBM Business Automation Navigator (BAN) | Always |
Resource Registry (RR) | Always |
Business Automation Insights (BAI) | If selected by combined capabilities, and installed by the Insights Engine operator |
Business Automation Studio (BAS) | If needed by combined capabilities |
Application Engine (AE) | If needed by combined capabilities |
A deployment of the Cloud Pak custom resource also includes an instance of the Cloud Pak foundational services. Depending on the capability patterns that you select, the dependency operators create the service instances.

Components | Installed |
---|---|
Default foundational services, which include
|
Always Note: The License Service and Certificate Manager are installed independently by their
respective operators.
|
|
If Business Automation Insights is a selected option. |
Event processors | If selected by combined capabilities When the optional Business Automation Insights component is selected
for deployment, the patterns activate the event processors.
|
Business Teams Service (BTS) | If Business Automation Insights is a selected option. |
Foundational services connect all IBM Cloud Paks with Operand Deployment Lifecycle Manager (ODLM) and can use multiple namespaces to manage the instances.
The components can be created with varying sizes and replicas with the deployment profile size you choose for your Cloud Pak deployment. By default, they are set for a minimum configuration. For a true production environment, you need to adjust the sizes of these requirements. For example, you might need to increase the number of nodes to handle the load of the log storage. For more information about these configuration values, see Configuring IBM Cloud Pak foundational services.
Automation Decision Services (pattern name decisions_ads)

Components | Capability or pattern | Installed |
---|---|---|
Decision Designer | Automation Decision Services | Optional |
Decision Runtime | Automation Decision Services | Optional |
Application Engine | Foundation | Optional. Installed when Decision Designer is selected. |
Business Automation Insights (BAI) | Foundation | Optional |
Business Automation Studio (BAS) and Business Teams Service (BTS) | Foundation | Optional. Installed with Decision Designer. BTS is installed if Business Automation Insights is a selected option. |
Business Automation Navigator (BAN) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
|
Foundation | If Business Automation Insights is a selected option. |
Automation Document Processing (pattern name document_processing)

Components | Capability or pattern | Installed |
---|---|---|
Content Search Services (CSS) | FileNet Content Manager * | Optional |
Content Management Interoperability Services (CMIS) | FileNet Content Manager * | Optional |
Task Manager (TM) | FileNet Content Manager * | Optional |
Document Processing Designer interface and REST API | Automation Document Processing | Always |
Document Processing Designer Repository API | Automation Document Processing | Always |
Document Processing Project Deployment Service | Automation Document Processing | Always |
Viewer service | Automation Document Processing | Always |
Common Git Gateway Service | Automation Document Processing | Always |
Document Processing engine | Automation Document Processing | Always |
Content Platform Engine | FileNet Content Manager * | Always |
Content Services GraphQL API | FileNet Content Manager * | Always |
MongoDB | MongoDB Atlas Database | Always |
Application Engine (AE) (data persistence optional) | Foundation | Always |
Business Automation Navigator (BAN) | Foundation | Always |
Business Automation Studio (BAS) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
* You do not need to select FileNet Content Manager to include components from the content pattern. The always-installed components are automatically included when you select the development environment. The optional components are included when you select them.

Components | Capability and pattern | Installed |
---|---|---|
Content Search Services (CSS) | FileNet Content Manager * | Optional |
Content Management Interoperability Services (CMIS) | FileNet Content Manager * | Optional |
Task Manager (TM) | FileNet Content Manager * | Optional |
Content Project Deployment Service | Automation Document Processing | Always |
Viewer Service | Automation Document Processing | Always |
Document Processing engine | Automation Document Processing | Always |
Content Platform Engine | FileNet Content Manager * | Always |
GraphQL API | FileNet Content Manager * | Always |
Application Engine (AE) | Foundation | Always |
Business Automation Navigator (BAN) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
* You do not need to select FileNet Content Manager to include components from the content pattern. The always-installed components are automatically included when you select the runtime environment. The optional components are included when you select them.
Automation Workstream Services (pattern name workstreams)

Components | Capability or pattern | Installed |
---|---|---|
Workflow server (JMS included) | Automation Workstream Services | Always |
Content Platform Engine | FileNet Content Manager * | Always |
Content Management Interoperability Services | FileNet Content Manager * | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
OpenSearch | Foundation | If full text search is enabled. |
|
Foundation | If Business Automation Insights is a selected option. |
* You do not need to select FileNet Content Manager to include components from
the content pattern. These components are automatically included with the
workstreams
pattern.
Business Automation Application (pattern name application)

Components | Capability or pattern | Installed |
---|---|---|
Application Engine data persistence | Business Automation Application | Optional |
Content Platform Engine | FileNet Content Manager * | Optional. Required to use Application Engine data persistence. |
GraphQL API | FileNet Content Manager * | Optional. Required to use Application Engine data persistence. |
Application Designer | Foundation | Optional. |
Business Automation Studio (BAS) | Foundation | Optional. Installed when Application Designer is selected. |
Application Engine (AE) | Foundation | Always |
Business Automation Navigator (BAN) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
* You do not need to select FileNet Content Manager to include components from the content pattern. These components are automatically included when you select Application Engine data persistence.
Business Automation Workflow (pattern name workflow)
You can choose Business Automation Workflow Authoring or Business Automation Workflow Runtime.
Workflow Authoring and Workflow Runtime must be in different instances (different custom resource and namespaces).
- Business Automation Workflow Authoring
Application Designer is not installed by default with Business Automation Workflow Authoring. To use Application Designer, install the Business Automation Application pattern with the optional Application Designer component. If you need an external Workplace environment, you can select Data Collector and Data Indexer and select the Business Automation Application pattern to install Application Engine, which automatically includes an external Workplace. If you want to persist custom views in Workplace, Application Engine data persistence is also required.
Table 8. Business Automation Workflow Authoring components Components Capability or pattern Installed Business Automation Insights (BAI) Foundation Optional. Machine Learning Server is available only if Business Automation Insights is installed. Data collector and data indexer Business Automation Workflow Authoring Optional Exposed Kafka Service Business Automation Workflow Authoring Optional Content Platform Engine FileNet Content Manager * Always Content Management Interoperability Services FileNet Content Manager * Always GraphQL API FileNet Content Manager * Always Workflow Authoring Business Automation Workflow Authoring Always Business Automation Navigator (BAN) Foundation Always Business Automation Studio (BAS) (JMS included) Foundation Always Resource Registry (RR) Foundation Always Default foundational services, which include - Platform UI (or Zen UI)
- Identity Management (IM)
- Common Web UI Service
- License Service
- Certificate Manager
Foundation Always - Flink
- Kafka
- OpenSearch
Foundation If Business Automation Insights is a selected option. If you select 'data collector and data indexer' and you do not use external OpenSearch, OpenSearch is also installed.
Business Teams Service (BTS) Foundation Optional. If Business Automation Insights is a selected option. Event processors Foundation When the optional Business Automation Insights component is selected for deployment, the patterns activate the event processors. It activates the bpmn
andicm
processors for Business Automation Workflow and Case Manager events.* You do not need to select FileNet Content Manager to include components from the content pattern. These components are automatically included with Workflow Authoring.
- Business Automation Workflow Runtime
Table 9. Business Automation Workflow Runtime components Components Capability or pattern Installed Business Automation Insights (BAI) Foundation Optional. Machine Learning Server is available only if Business Automation Insights is installed. Workflow server (JMS included) Business Automation Workflow Runtime Always Content Platform Engine FileNet Content Manager Always Content Management Interoperability Services FileNet Content Manager Always GraphQL API FileNet Content Manager Always Business Automation Navigator (BAN) Foundation Always Resource Registry (RR) Foundation Always Default foundational services, which include - Platform UI (or Zen UI)
- Identity Management (IM)
- Common Web UI Service
- License Service
- Certificate Manager
Foundation Always Business Teams Service (BTS) Foundation Optional. Installed if Business Automation Insights is a selected option. OpenSearch Foundation If full text search is enabled. - Flink
- Kafka
Foundation If Business Automation Insights is a selected option. * You do not need to select FileNet Content Manager to include components from the content pattern. These components are automatically included with Workflow Runtime.
FileNet Content Manager (pattern name content)

Components | Capability or pattern | Installed |
---|---|---|
Content Search Services (CSS) | FileNet Content Manager | Optional |
Content Management Interoperability (CMIS) | FileNet Content Manager | Optional |
Content Collector for SAP (ICC4SAP) | FileNet Content Manager | Optional |
Enterprise Records (IER) | FileNet Content Manager | Optional |
Task Manager (TM) | FileNet Content Manager | Optional |
Business Automation Insights (BAI) | Foundation | Optional |
Content Platform Engine (CPE) | FileNet Content Manager | Always |
Content Services GraphQL | FileNet Content Manager | Always |
Business Automation Navigator (BAN) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
|
Foundation | If Business Automation Insights is a selected option. |
Operational Decision Manager (pattern name decisions)

Components | Capability or pattern | Installed |
---|---|---|
Decision Center | Operational Decision Manager | Optional |
Decision Runner | Operational Decision Manager | Optional |
Decision Server Runtime | Operational Decision Manager | Optional |
Business Automation Insights (BAI) | Foundation | Optional |
Decision Server Console | Operational Decision Manager | When Decision Server Runtime is selected. |
Rule Designer | Operational Decision Manager | Independently |
Business Automation Navigator (BAN) | Foundation | Always |
Resource Registry (RR) | Foundation | Always |
Default foundational services, which include
|
Foundation | Always |
|
Foundation | If Business Automation Insights is a selected option. |
Workflow Process Service Authoring (pattern name workflow-process-service)

Components | Installed |
---|---|
Business Automation Insights and Business Teams Service (BTS) | Optional. BTS is installed if Business Automation Insights is a selected option. |
Data collector and data indexer | Optional |
Exposed Kafka Service | Optional |
Business Automation Studio | Always |
Workflow Process Service Authoring | Always |
Default foundational services, which include
|
Always |
|
If Business Automation Insights is
a selected option. If you select 'data collector and data indexer' and you do not use external OpenSearch, OpenSearch is also installed. |