SSYHZ8_25.0.0 - Documentation Index

Table of Contents

• IBM Cloud Pak for Business Automation
  • Release notes
    • What's new in 25.0.0
    • Licenses and entitlements
    • Known limitations
    • Deprecated and removed features
    • Support lifecycle policy
    • Privacy and compliance
      • Guidelines for GDPR readiness
      • FIPS compliance
  • Overview
    • What is IBM Cloud Pak for Business Automation
    • Which business operations can be optimized
    • Automation capabilities
      • Workflow automation
        • IBM Business Automation Workflow
        • IBM Workflow Process Service
      • Decision management
      • Content services
      • Document processing
      • Business applications
      • Business insights
      • Common tools
      • Process Mining
      • Robotic Process Automation
    • Cloud Pak user experiences
    • Traditional license entitlements
  • Getting started
    • Cloud Pak personas
    • Getting started with Red Hat OpenShift
    • Understanding custom resources and patterns
      • The Cloud Pak operators
      • Capability patterns
      • Custom resource pattern structure
      • Custom resource pattern templates
    • Types of deployment and installation steps
    • Installation steps in HMTL and PDF
  • Moving to the cloud
    • Business Automation Workflow
      • Moving inflight process instances
      • Moving case instances
        • By reusing existing on-prem databases
        • By backing up and restoring the on-premises databases
      • Moving federation
    • Case Manager
    • Operational Decision Manager
    • FileNet Content Manager
      • Assessing your readiness
      • Preparing your source FileNet Content Manager environment for the move
        • Arranging your storage
        • Gathering the values for your custom resource definition
        • Backing up the IBM Content Navigator configuration directory
      • Preparing the target environment for FileNet Content Manager
      • Deploying in the Cloud Pak
      • Modernizing FileNet Content Manager
        • Enabling SSL between components
        • Configuring Content Platform Engine
        • Configuring Content Search Services
        • Configuring Business Automation Navigator
        • Configuring other components
      • Content Collector for SAP Applications
      • Enterprise Records
  • Upgrading
    • Upgrading Red Hat OpenShift Container Platform
    • Upgrading from 24.0.1
      • Using a PDF guide to upgrade CP4BA multi-pattern clusters from 24.0.1
      • Upgrading CP4BA multi-pattern clusters from 24.0.1
        • Preparing for an upgrade
          • Understanding upgrade considerations
          • Upgrading deployments in stages
          • Backing up your environments
          • Backing up your custom resources
          • Getting access to the new container images
        • Upgrading the CP4BA operators from 24.0.1
        • Upgrading your IBM Cloud Pak deployment from 24.0.1
          • Option 1: Upgrading a CP4BA deployment that uses EDB Postgres
          • Option 2: Upgrading a CP4BA deployment that uses an external PostgreSQL
          • Option 3: Upgrading a CP4BA deployment that uses an external database that is not PostgreSQL
          • Updating the custom resource for each capability in your deployment
            • Upgrading IBM Automation Decision Services
            • Upgrading IBM Automation Document Processing
            • Upgrading IBM Automation Workstream Services
            • Upgrading IBM Business Automation Application
            • Upgrading IBM Business Automation Workflow Runtime
            • Upgrading IBM Business Automation Workflow Authoring
            • Upgrading IBM FileNet Content Manager
              • Upgrading IBM Content Collector for SAP Applications
              • Upgrading IBM Enterprise Records
            • Upgrading IBM Operational Decision Manager
            • Upgrading IBM Workflow Process Service Authoring
            • Upgrading IBM Cloud Pak for Business Automation foundation
              • Upgrading Business Automation Insights
              • Upgrading IBM Business Automation Navigator
              • Upgrading IBM Business Automation Studio
            • Validating the YAML in your custom resource file
          • Applying the updated custom resource
          • Installing new or updating network policies
        • Completing post-upgrade tasks
          • Optional: Deleting the old OpenSearch instance
          • Completing the IBM Automation Document Processing upgrade
            • Upgrading document processing applications
          • Completing the IBM Automation Workstream Services upgrade
          • Completing the IBM FileNet Content Manager upgrade
            • Verifying the Content Collector for SAP Applications upgrade
            • Verifying the Enterprise Records upgrade
            • Enabling event emitters
          • Completing the IBM Business Automation Navigator upgrade
          • Completing the IBM Business Automation Workflow Authoring upgrade
          • Completing the IBM Business Automation Workflow Runtime upgrade
          • Completing the IBM Automation Decision Services upgrade
          • Completing the IBM Operational Decision Manager upgrade
          • Completing the IBM Workflow Process Service Authoring upgrade
        • Rolling back an upgrade
      • Upgrading CP4BA FileNet Content Manager from 24.0.1
      • Upgrading CP4BA Process Federation Server from 24.0.1
      • Upgrading CP4BA Workflow Process Service Runtime from 24.0.1
    • Troubleshooting
    • Migrating stored data from other versions
      • Migrating data from Operational Decision Manager
  • Planning
    • Planning for a starter deployment
      • Planning for a CP4BA multi-pattern starter deployment
        • Capability patterns for starter deployments
        • System requirements
        • Software requirements
        • Storage considerations
      • Planning for a CP4BA FileNet Content Manager starter deployment
        • Capabilities for a FileNet Content Manager starter deployment
        • System requirements
        • Software requirements
        • Storage considerations
    • Planning for a production deployment
      • Planning for a CP4BA multi-pattern production deployment
        • Capability patterns for production deployments
        • System requirements
        • Storage considerations
          • Persistent volumes and storage classes
            • Persistent volumes and volume claims
            • Storage classes
          • Working around SELinux relabeling when a PV has a high file count
          • Storage options
          • Capability storage requirements
          • Availability of stored data
          • Comparison between two storage providers
        • Security considerations
        • Cluster role permissions
        • Logging considerations
        • High availability considerations
        • Digests versus image tags
        • Understanding the IBM FileNet P8 domain structure in a container environment
          • Understanding a geographically dispersed FileNet P8 domain
      • Planning for a CP4BA FileNet Content Manager production deployment
        • Components for a FileNet Content Manager production deployment
        • System requirements
        • Storage considerations
        • Security considerations
        • Cluster role permissions
        • Logging considerations
        • High availability considerations
        • Digests versus image tags
        • Understanding the IBM FileNet P8 domain structure in a container environment
          • Understanding a geographically dispersed FileNet P8 domain
      • Planning for a CP4BA Workflow Process Service production deployment
        • Planning for a Workflow Process Service Runtime deployment
      • Planning for a CP4BA Process Federation Server production deployment
  • Installing
    • Review your deployment options
    • Installing starter deployments
      • Installing a CP4BA multi-pattern starter deployment
        • Quick reference Q&A for multi-pattern starter deployments
        • Preparing for a starter deployment
        • Optional: Preparing ICCSAP libraries
        • Option 1: (Recommended) Installing a starter deployment by running scripts
          • Setting up the cluster with the admin script
          • Setting up the cluster in silent mode
          • Installing the capabilities by running the deployment script
          • Validating your starter deployment
        • Option 2: Installing a starter deployment in the OpenShift console
          • Setting up the cluster in the OpenShift console
            • Preparing the image pull secrets
            • Installing the IBM Cloud Pak catalogs and operators
          • Installing the capabilities in the Red Hat OpenShift console
        • Optional: Post-installation tasks for Business Automation Workflow Authoring and Automation Workstream Services
          • Optional: Enabling Workforce Insights
          • Optional: Enabling the Liberty feature to integrate with IBM MQ
          • Optional: Enabling the Liberty feature to integrate with SQL
        • Optional: Post-installation tasks for Business Automation Studio
        • Troubleshooting
          • Troubleshooting Navigator initialization
          • Troubleshooting IBM FileNet Content Manager initialization
          • Troubleshooting Workflow and Workstream Services initialization
        • Uninstalling capabilities
          • Uninstalling capabilities from the OCP console
          • Uninstalling capabilities from the command line
      • Installing a CP4BA FileNet Content Manager starter deployment
        • Preparing for a starter deployment
        • Optional: Preparing ICCSAP libraries
        • Setting up the cluster in the OpenShift console
          • Preparing the image pull secrets
          • Installing the IBM Cloud Pak catalogs and operators
        • Installing the capabilities in the OpenShift Console
        • Uninstalling CP4BA FileNet Content Manager from the OCP console
    • Installing production deployments
      • Installing a CP4BA multi-pattern production deployment
        • Quick reference Q&A for online deployments
        • Quick reference Q&A for offline deployments
        • Getting access to images from the public IBM entitled registry
        • Option 1: Preparing your cluster for an online deployment
          • Preparing a client to connect to the cluster
          • Preparing your cluster
          • Preparing a namespace for the operator
          • Setting up the cluster
            • (Recommended) Option 1: Setting up the cluster by running a script
            • Option 2: Setting up the cluster in the OpenShift console
            • Option 3: Setting up the cluster and use a local image registry
            • Option 4: Setting up the cluster in silent mode
        • Option 2: Preparing your cluster for an air-gapped (offline) deployment
          • Setting up a host to mirror images to a private registry
          • Setting up a private registry
          • Option 1: Mirroring the Cloud Pak catalogs to a private registry manually
            • Downloading the CASE files and cert-kubernetes
            • Option 1a: Mirroring catalogs to a private registry with a bastion server
            • Option 1b: Mirroring catalogs to a private registry with a portable compute or a storage device
          • Option 2: Mirroring the Cloud Pak catalogs to a private registry by running a script
          • Installing the Cloud Pak catalog and operator instances
            • Option 1: Installing the Cloud Pak catalog and operator instances by using the cluster admin script (Recommended)
            • Option 2: Installing the Cloud Pak catalog and operator instances by using ibm-pak
          • Setting up a repeatable air-gap process
          • Optional: Mirroring and installing your own curated catalog
        • Preparing your chosen capabilities
          • Recommended: Preparing databases and secrets for your chosen capabilities by running a script
          • Optional: Preparing to monitor your containers
          • Optional: Preparing customized versions of JDBC drivers and ICCSAP libraries
          • Automation Decision Services
            • Creating the Automation Decision Services database and secrets without running the provided scripts
              • Configuring PostgreSQL storage
            • Configuring Decision Designer
            • Configuring the decision runtime
              • Configuring the event emitter for an external Apache Kafka instance
          • Business Automation Application
          • Business Automation Workflow Authoring
            • Preparing users and groups
            • Preparing storage
            • Preparing to install Business Automation Insights
            • Preparing your environment for customizations
            • Optional: Enabling the Timeline Visualizer widget to display Business Automation Workflow process activity flow
          • Business Automation Workflow Runtime and Automation Workstream Services
            • Preparing users and groups
            • Creating required databases and secrets without running the provided scripts
              • Creating required databases in Db2
              • Creating required databases in Oracle
              • Creating required databases in PostgreSQL
              • Creating required databases in SQL Server
              • Creating secrets to protect sensitive configuration data
            • Preparing storage
            • Installing Business Automation Insights
            • Preparing your environment for customizations
              • Configuring custom case widgets for a container environment
              • Configuring custom case extensions for a container environment
            • Optional: Enabling the Timeline Visualizer widget to display Business Automation Workflow process activity flow
            • Integrating Workflow automations with ECM content
          • Document Processing
            • Creating load balancer resources
            • Creating the Document Processing databases and secrets without running the provided scripts
              • Creating the databases for Document Processing
              • Preparing the databases for Document Processing engine
                • Preparing the Db2 databases
                • Preparing the PostgreSQL databases
              • Creating secrets to protect sensitive Document Processing configuration data
            • Preparing users and groups for Document Processing
            • Creating volumes and folders for deployment
            • Preparing the Git connection
            • Preparing for other components
          • FileNet Content Manager
            • Understanding users and groups
            • Preparing users and groups
            • Creating the FileNet Content Manager databases and secrets without running the provided scripts
              • Preparing the databases
                • Tuning a PostgreSQL database for Content Platform Engine
                • Tuning a PostgreSQL database for IBM Business Automation Workflow
                • Using PostgreSQL max_connections and max_prepared_transactions
              • Creating secrets to protect sensitive IBM FileNet Content Manager configuration data
              • Creating secrets to protect sensitive Db2 SSL configuration data
              • Creating secrets to protect sensitive Oracle SSL configuration data
              • Creating secrets to protect sensitive PostgreSQL SSL configuration data
              • Creating secrets to protect sensitive Microsoft SQL Server SSL configuration data
            • Exporting and importing LTPA keys
            • Exporting and importing Content Platform Engine clientID or clientSecret values for IM
            • Configuring SSL-enabled LDAP
            • Configuring storage for the content services environment
              • Preparing storage for FileNet P8 file storage areas and index areas
              • Creating volumes and folders for deployment on Kubernetes
            • Preparing volumes and folders for the Content Services GraphQL API container
            • Preparing for external key management
            • Preparing to install Content Collector for SAP Applications
              • Option 1: Creating the persistent volumes (PV) and the persistent volume claims (PVC)
              • Option 2: Creating the persistent volume claims (PVC) using storage classes
              • Creating secrets to protect sensitive Content Collector for SAP Applications configuration data
            • Preparing to enable IBM Content Collector P8 Content Search Services Support
              • Providing information to create the IBM Content Collector P8 Content Search Services Support configmap
              • Creating a secret to hold IBM FileNet Content Manager credentials
              • Creating a secret to hold encryption key information from IBM Content Collector
            • Preparing to install Enterprise Records
              • Option 1: Creating the persistent volume (PV) and the persistent volume claim (PVC) manually
              • Option 2: Creating the persistent volume claim (PVC) using storage classes
              • Creating secrets to protect sensitive Enterprise Records configuration data
              • Creating a Cognos data source
            • Tuning the components in your container environment
              • Tuning FileNet Content Manager components using automatic horizontal scaling
              • Tuning IBM WebSphere Liberty for FileNet Content Manager components
          • Operational Decision Manager
            • Creating the databases without running the provided scripts
              • Configuring an external database
              • Configuring a Db2 HA external database
            • Targeting separate external databases
            • Configuring a custom external database
            • Configuring the Decision Center Business console
          • Workflow Process Service Authoring
          • Cloud Pak for Business Automation foundation
            • Application Engine
              • Optional: Configuring Application Engine with data persistence
              • Optional: Creating the database and secrets without running the provided scripts
                • Creating a Db2 database
                • Creating an Oracle database
                • Creating a PostgreSQL database
                • Creating an SQL Server database
                • Creating secrets to protect sensitive configuration data
              • Optional: Implementing storage
              • Optional: Configuring Application Engine with Redis
              • Optional: Configuring Application Engine with toolkit contributions
                • Configuring Application Engine with IBM Business Automation Workflow on premise
            • Business Automation Insights
              • Customizing persistent storage
                • Setting up dynamic provisioning for Flink
                • Setting up manual provisioning for Flink
                • Customizing persistent storage for Kafka and OpenSearch
            • Business Automation Navigator
              • Preparing users and groups
              • Creating the databases without running the provided scripts
                • Creating secrets to protect sensitive Db2 SSL configuration data
                • Creating secrets to protect sensitive Oracle SSL configuration data
                • Creating secrets to protect sensitive PostgreSQL SSL configuration data
              • Creating secrets to protect sensitive Navigator configuration data
              • Creating volumes and folders for deployment on Kubernetes
            • Business Automation Studio
              • Optional: Creating databases and secrets without running the provided scripts
                • Creating Db2 databases
                • Creating Oracle databases
                • Creating PostgreSQL databases
                • Creating SQL Server databases
                • Creating secrets to protect sensitive configuration data
              • Optional: Implementing storage
              • Optional: Configuring Application Engine playback server with Redis
              • Optional: Configuring IBM Business Automation Studio with other editors
              • Optional: Configuring IBM Business Automation Studio with toolkit contributions
                • Preparing to configure Application Designer with Business Automation Workflow with toolkit contributions on premise
                • Configuring IBM Business Automation Application Designer with toolkit contributions from a container environment
        • Creating a production deployment
          • Option 1: (Recommended) Generating the custom resource with the deployment script
          • Option 2: Installing a production deployment in the OpenShift console
          • Checking and completing your custom resource
            • Checking the cluster configuration
            • Configuring Automation Decision Services
            • Configuring Business Automation Application
            • Configuring Document Processing
              • Importing the Zen route certificate to the runtime environment
            • Configuring Business Automation Workflow Runtime and Workstream Services
              • Completing configuration for Machine Learning Server
                • Configuring Intelligent Task Prioritization
                • Configuring Workforce Insights
              • Optional: Configuring multiple instances of Business Automation Workflow and Workstream Services
            • Configuring Business Automation Workflow Authoring
            • Configuring FileNet Content Manager
              • Configuring Content Collector for SAP Applications
              • Configuring Enterprise Records
            • Configuring Operational Decision Manager
            • Configuring Workflow Process Service Authoring
            • Configuring Cloud Pak for Business Automation foundation
              • Configuring Application Engine
              • Configuring Navigator
              • Configuring Business Automation Insights
              • Configuring Business Automation Studio
            • Validating the YAML in your custom resource file
          • If required: Deploying the custom resource you created with the deployment script
          • Optional: Installing network policies
          • Recommended: Validating your production deployment
        • Completing post-installation tasks
          • Automation Decision Services
            • Managing user permissions
            • Determining Decision Designer server URL
            • Tuning the logging level
            • Configuring a generative AI secret
          • Business Automation Application
          • Business Automation Workflow Authoring, Runtime, and Workstream Services
            • Verifying Business Automation Workflow Runtime
            • Verifying Business Automation Workflow Authoring
            • Verifying Workstream Services
          • Document Processing
            • Setting up a remote Git organization
            • Verifying the installation of the containers
            • Creating more external or EDB Postgres databases
              • Creating more external databases
              • Creating more EDB Postgres databases
              • Updating the database secret
            • Tuning the components in your container environment
              • Tuning the Horizontal Pod Autoscaler (HPA)
              • Tuning the memory
              • Tuning the timeout
              • Tuning the concurrency level
              • Tuning the logging level
              • Tuning PostgreSQL max_connections for Document Processing engine
          • FileNet Content Manager
            • Manually initializing and verifying your content services environment
              • Optional: Manually initializing and verifying your content services environment with SCIM
            • Configuring the redirect URL with the Identity Provider
            • (Red Hat OpenShift) Determining routes for service access
            • Optional: Enabling EMC Elastic Cloud Storage
            • Optional: Using Content Platform Engine tools
            • Configuring Content Platform Engine for Content Search Services
            • Configuring the Content Services GraphQL API
              • (Optional) Configuring cross origin resource sharing (CORS)
              • Enabling the Content Services GraphQL API trace log
              • Verifying the Content Services GraphQL API deployment
            • Preparing Task Manager datasource connections
            • Creating storage policy and associate the Advanced Storage Area created during the deployment
            • Optional: Improving security for session cookies
            • Optional: Creating load balancer resources for content services containers
            • Optional: Additional configuring and tuning for Content Search Services
            • Optional: Setting up custom tasks in Task Manager
            • Optional: Adding object stores post-deployment
            • Optional: Deleting object stores post-deployment
            • Troubleshooting IBM FileNet Content Manager initialization
            • Configuring Content Collector for SAP Applications
              • Configuring IBM Content Navigator for connecting to Content Collector for SAP Applications
              • Creating a Content Collector for SAP Applications instance
              • Connecting to SAP
            • Configuring IBM Enterprise Records
              • (Red Hat OpenShift) Determining routes for service access for Enterprise Records
              • Determining the CPE route and adding the SSL certificate to the IER truststore
          • Operational Decision Manager
            • Identifying the services
            • Installing Rule Designer
            • Importing a security certificate in Rule Designer
            • Configuring proxy servers in Rule Designer
            • Configuring user access
              • Managing user permissions
              • Using a Zen API key for authentication
              • Optional user access configurations
              • Synchronizing users and groups in Decision Center
            • Configuring the network policy
            • Optimizing the execution unit (XU)
            • Customizing the Decision Center Business console
            • Customizing the Decision Server runtime
            • Customizing Decision Center
            • Customizing Decision Runner
            • Defining scripts for container starts and stops
            • Configuring multi-zone support
            • Configuring logging
            • Customizing JVM options
          • Workflow Process Service Authoring
          • ROKS on IBM Cloud
          • Cloud Pak for Business Automation foundation
            • Application Engine
              • Configuring Application Engine for third-party app authentication
            • Business Automation Insights
              • Importing sample data
              • Setting up permissions for data access in Business Performance Center
            • Business Automation Navigator
              • (Red Hat OpenShift) Determining routes for service access
              • Configuring SSO logout between Business Automation Navigator and Platform UI (Zen) on OCP
              • Configuring SSO logout between Business Automation Navigator and Platform UI (Zen) on ROKS
              • Optional: Configuring Send Mail for Navigator
              • Optional: Customizing your Navigator firewall settings
              • Optional: Configuring IBM Business Automation Navigator for session persistence
              • Troubleshooting Navigator initialization
            • Business Automation Studio
              • Optional: Customizing Business Automation Studio properties
              • Optional: Configuring Application Designer with Business Automation Workflow with toolkit contributions on premise
              • Troubleshooting Business Automation Studio initialization
          • Cloud Pak foundational services
        • Updating script-installed deployments
        • Changing an OLM-based CP4BA deployment to a non-OLM deployment
        • Updating Workflow to add Workstreams, or Workstreams to add Workflow
          • Updating Workflow to add Workstream Services
          • Updating Workstream Services to add Workflow
        • Updating Workflow Process Service Authoring with other capabilities
        • Uninstalling capabilities
          • Option 1: Uninstalling capabilities from the OCP console
          • Option 2: Uninstalling capabilities from the command line
          • Cleaning up data
            • Cleaning up or deleting the Document Processing databases
            • Cleaning up FileNet Content Manager
        • Redeploying Cloud Pak for Business Automation deployments
          • Reinitializing a CP4BA deployment with Business Automation Application
          • Reinitializing a CP4BA deployment with Business Automation Workflow
          • Reinitializing a CP4BA deployment with Business Automation Workflow Authoring
          • Reinitializing a CP4BA deployment with Enterprise Records
          • Reinitializing a CP4BA deployment with Automation Decision Services
          • Reinitializing a CP4BA deployment with Business Automation Insights
          • Reinitializing a CP4BA deployment with Workflow Process Service Authoring
        • Redeploying FileNet Content Manager
          • Redeploying FileNet Content Manager from the OCP console
          • Redeploying FileNet Content Manager from the command line
          • Reinitializing FileNet Content Manager
        • Redeploying a Process Federation Server (PFS) deployment
        • Redeploying a Workflow Process Service Runtime deployment
      • Installing multiple versions of CP4BA on the same OpenShift cluster
      • Installing a CP4BA FileNet Content Manager production deployment
        • Preparing for a production deployment
          • Preparing a client to connect to the cluster
          • Preparing your cluster
          • Preparing a namespace for the operator
          • Getting access to images from the public IBM Entitled Registry
          • Option 2: Setting up the cluster in the OpenShift console
        • Optional: Preparing customized versions of JDBC drivers and ICCSAP libraries
        • Preparing FileNet Content Manager operator components
          • FileNet Content Manager
            • Understanding users and groups
            • Preparing users and groups
            • Creating the FileNet Content Manager databases and secrets without running the provided scripts
              • Preparing the databases
                • Tuning a PostgreSQL database for Content Platform Engine
                • Tuning a PostgreSQL database for IBM Business Automation Workflow
                • Using PostgreSQL max_connections and max_prepared_transactions
              • Creating secrets to protect sensitive IBM FileNet Content Manager configuration data
              • Creating secrets to protect sensitive Db2 SSL configuration data
              • Creating secrets to protect sensitive Oracle SSL configuration data
              • Creating secrets to protect sensitive PostgreSQL SSL configuration data
              • Creating secrets to protect sensitive Microsoft SQL Server SSL configuration data
            • Exporting and importing LTPA keys
            • Exporting and importing Content Platform Engine clientID or clientSecret values for IM
            • Configuring SSL-enabled LDAP
            • Configuring storage for the content services environment
              • Preparing storage for FileNet P8 file storage areas and index areas
              • Creating volumes and folders for deployment on Kubernetes
            • Preparing volumes and folders for the Content Services GraphQL API container
            • Preparing for external key management
            • Preparing to install Content Collector for SAP Applications
              • Option 1: Creating the persistent volumes (PV) and the persistent volume claims (PVC)
              • Option 2: Creating the persistent volume claims (PVC) using storage classes
              • Creating secrets to protect sensitive Content Collector for SAP Applications configuration data
            • Preparing to enable IBM Content Collector P8 Content Search Services Support
              • Providing information to create the IBM Content Collector P8 Content Search Services Support configmap
              • Creating a secret to hold IBM FileNet Content Manager credentials
              • Creating a secret to hold encryption key information from IBM Content Collector
            • Preparing to install Enterprise Records
              • Option 1: Creating the persistent volume (PV) and the persistent volume claim (PVC) manually
              • Option 2: Creating the persistent volume claim (PVC) using storage classes
              • Creating secrets to protect sensitive Enterprise Records configuration data
              • Creating a Cognos data source
            • Tuning the components in your container environment
              • Tuning FileNet Content Manager components using automatic horizontal scaling
              • Tuning IBM WebSphere Liberty for FileNet Content Manager components
          • Preparing to install Cloud Pak for Business Automation foundation
            • Business Automation Insights
              • Customizing persistent storage
                • Setting up dynamic provisioning for Flink
                • Setting up manual provisioning for Flink
                • Customizing persistent storage for Kafka and OpenSearch
            • Business Automation Navigator
              • Preparing users and groups
              • Creating the databases without running the provided scripts
                • Creating secrets to protect sensitive Db2 SSL configuration data
                • Creating secrets to protect sensitive Oracle SSL configuration data
                • Creating secrets to protect sensitive PostgreSQL SSL configuration data
              • Creating secrets to protect sensitive Navigator configuration data
              • Creating volumes and folders for deployment on Kubernetes
        • Creating a production deployment
          • Installing a CP4BA FileNet Content Manager production deployment in the OpenShift console
            • Configuring FileNet Content Manager
              • Configuring Content Collector for SAP Applications
              • Configuring Enterprise Records
            • Configuring Cloud Pak for Business Automation foundation
              • Configuring Business Automation Insights
              • Configuring Navigator
          • Optional: Installing network policies
        • Completing post-installation tasks
          • FileNet Content Manager
            • Manually initializing and verifying your content services environment
            • Configuring the redirect URL with the Identity Provider
            • (Red Hat OpenShift) Determining routes for service access
            • Optional: Enabling EMC Elastic Cloud Storage
            • Optional: Using Content Platform Engine tools
            • Configuring Content Platform Engine for Content Search Services
            • Configuring the Content Services GraphQL API
              • (Optional) Configuring cross origin resource sharing (CORS)
              • Enabling the Content Services GraphQL API trace log
              • Verifying the Content Services GraphQL API deployment
            • Preparing Task Manager datasource connections
            • Creating storage policy and associate the Advanced Storage Area created during the deployment
            • Optional: Improving security for session cookies
            • Optional: Creating load balancer resources for content services containers
            • Optional: Additional configuring and tuning for Content Search Services
            • Optional: Setting up custom tasks in Task Manager
            • Optional: Adding object stores post-deployment
            • Optional: Deleting object stores post-deployment
            • Troubleshooting IBM FileNet Content Manager initialization
            • Configuring Content Collector for SAP Applications
              • Configuring IBM Content Navigator for connecting to Content Collector for SAP Applications
              • Creating a Content Collector for SAP Applications instance
              • Connecting to SAP
            • Configuring IBM Enterprise Records
              • (Red Hat OpenShift) Determining routes for service access for Enterprise Records
              • Determining the CPE route and adding the SSL certificate to the IER truststore
          • Completing post-installation tasks for Cloud Pak for Business Automation foundation
            • Business Automation Insights
              • Importing sample data
              • Setting up permissions for data access in Business Performance Center
            • Business Automation Navigator
              • (Red Hat OpenShift) Determining routes for service access
              • Configuring SSO logout between Business Automation Navigator and Platform UI (Zen) on OCP
              • Optional: Configuring Send Mail for Navigator
              • Optional: Customizing your Navigator firewall settings
              • Optional: Configuring IBM Business Automation Navigator for session persistence
              • Troubleshooting Navigator initialization
          • Cloud Pak foundational services
          • ROKS on IBM Cloud
        • Uninstalling CP4BA FileNet Content Manager from the OCP console
      • Installing a CP4BA multi-pattern or FileNet Content Manager production deployment with Okta or Microsoft Entra ID integration
      • Installing a CP4BA Workflow Process Service Runtime production deployment
        • Customizing Workflow Process Service Runtime
        • Optional: Configuring Workflow Process Service Runtime to work with Workflow Process Service Authoring
        • Uninstalling Workflow Process Service Runtime
      • Installing a CP4BA Process Federation Server production deployment
        • Federating IBM Business Automation Workflow in CP4BA
        • Optional: Enabling Common UI
        • Federated system parameters
      • Installing a stand-alone Business Automation Insights production deployment
    • Installing multiple Cloud Paks on the same OpenShift cluster
    • Troubleshooting
    • Using PDF guides to install a single capability pattern
  • Samples
  • Administering
    • Accessing the CP4BA capability user interfaces
    • Adding LDAP configurations
    • Authorizing HTTP requests by using the Zen API key
    • Configuring security
      • Customizing the Cloud Pak entry point
      • Customizing the Cloud Pak Identity Management (IM) service
      • Managing certificates
        • Allowing external services to connect with endpoints over TLS
          • Changing the default root CA signer certificate
          • Creating secure endpoints for external services
        • Connecting endpoints to external services over TLS
          • Extracting the root CA for external services
          • Importing the certificate of an external service
        • Debugging TLS connections
      • Configuring cluster security
      • Changing the directory service bind credentials
      • Restricting resource consumption
      • Verifying container image integrity
    • High availability in Cloud Pak for Business Automation
    • Configuring components for disaster recovery
      • Disaster recovery in Cloud Pak for Business Automation
      • Preparing your environment for disaster recovery
        • Enabling Resource Registry for disaster recovery
        • Preparing Workflow Process Service for disaster recovery
      • Backing up your environment
        • Backing up Automation Decision Services
        • Backing up Automation Document Processing
        • Persistent volume claims to be backed up
        • Backing up using IBM Fusion recipes
          • Troubleshooting Storage Fusion recipes
      • Restoring your environment
        • Restoring Automation Decision Services
        • Restoring Automation Document Processing
        • Restoring by using IBM Fusion recipes
      • Backing up EDB Postgres
      • Restoring an EDB Postgres backup
    • Adding on-demand EDB Postgres databases
    • Placing pods on particular nodes
    • Configuring application probes
    • Configuring OpenSearch to increase resource requirements
    • Managing your license entitlements
    • Managing CP4BA deployment compute resources
    • Calculating your capacity usage
    • Viewing usage metrics with ILMT
    • Accessing files for applications and configurations
    • Setting the session idle time limits for Platform UI (Zen)
    • Updating JDBC drivers
    • Checking the status of your cluster and CP4BA deployments
    • Generating logs for auditing purposes
    • Collecting performance data for IBM System Dashboard
    • Monitoring CP4BA deployments in Prometheus and Grafana
    • Tuning performance
  • Workflow automation
    • Overview
      • What is a process
      • What are services
      • What is a case solution
    • Managing projects
      • Converting project artifacts
      • Working with projects
        • Versioning projects
          • Naming conventions
        • Managing versions
          • Creating a version
          • Copying a version
          • Exporting a version
          • Deleting a version
          • Defining the instance migration policy
            • Managing tokens
              • Moving tokens
              • Deleting tokens by using the REST API
              • Deleting tokens in the Process Inspector
          • Defining the instance migration policy by using a REST API
        • Exporting projects
        • Importing projects
          • Subscribing to Blueworks Live processes
            • Subscribing in the designer
            • Managing changes for Blueworks Live processes
            • Removing Blueworks Live subscriptions
        • Managing branches
          • Creating branches
          • Editing branches
          • Setting the default branch
          • Deleting branches
        • Configuring projects for CI/CD integration
          • Integrating with Github
          • Integrating with JFrog artifactory
      • Managing servers
        • Adding a server configuration
        • Customizing the container runtime environment Workflow Server to connect to Workflow Center
      • Managing access
        • Granting access to the repository
      • Installing snapshots
        • Snapshot deployment requirements
        • Snapshot installation
        • Installing snapshots to a connected workflow server
        • Installing snapshots to an offline server
          • Using Business Automation Studio
          • Installing workflow projects to an offline server by calling REST APIs
          • Clearing deployment packages
        • Building a custom deployment service flow
        • Troubleshooting snapshot installations
          • Snapshot installation process
      • Administering the Workflow Center index
        • Manually re-creating or updating the Workflow Center index
        • Configuring the Workflow Center index
      • Setting environment variables
      • Adding support to Case Package for non-English locales
      • Modifying toolkit dependencies
        • Viewing toolkit dependencies
    • Building
      • Creating a workflow automation
      • Processes
        • Creating a process
          • Implementing activities
            • Working with inline user tasks
              • Configuring page templates for inline user tasks
              • Converting inline user tasks to use stand-alone implementations
            • Creating loops
              • Configuring simple loops
              • Configuring multi-instance loops
              • Associating loop activity instances with different items
            • Configuring conditional activities
              • Implementing a conditional activity
              • Using JavaScript
            • External implementations
              • Creating an external implementation
              • Invoking an external implementation
          • Creating an unstructured (ad hoc) activity
            • Setting preconditions
            • Example: Starting an unstructured (ad hoc) activity (JavaScript API)
          • Converging and diverging process flows
          • Task types
          • Modeling subprocesses
            • Modeling non-reusable subprocesses
            • Working with linked processes
              • Calling a linked process dynamically
            • Modeling event subprocesses
          • Modeling events
            • Event types
            • Modeling delays, escalations, and timeouts
            • Modeling message events
              • Using start message events
              • Using intermediate and boundary message events to receive messages
                • Using message (receiving) event to receive messages
              • Using intermediate message events and message end events to send messages
              • Using message end events
            • Modeling event gateways
            • Handling errors using error events
              • Handling errors in processes
              • Handling errors in services
              • Reserved error codes
          • Undercover agents
            • For a message event
            • For a scheduled message event
            • For a content event
            • Setting the target for a UCA message event
          • Assigning teams to a process
            • Process instance owners team
            • Assigning a dynamically retrieved team
          • Assigning teams to user tasks
          • Starting a process
            • Document start event
            • Starting a process by using a REST API call
          • Creating user interfaces for process instances
          • Making process instance user interfaces reusable
          • Visualizing process data
            • Visualize data variables
            • Visualize tag groups
          • Selecting Business Automation Workflow or an external ECM system to manage folders
            • Adding references
            • Local documents
            • Linked process folders
          • Managing external files
            • Configuring managed asset and managed asset classloader cache sizes
            • Adding managed files
            • Updating or replacing managed files
        • Creating a team
          • Using team services to define dynamic teams
          • Setting up a team retrieval service
          • Defining team managers
        • Creating user interfaces
          • User interface concepts
            • Themes
            • Human services
            • Dashboards
            • Coaches
            • Views
              • Templates
              • Properties
                • General
                • Positioning
                • Configuration
                • User-defined events
                • Visibility
                • HTML attributes
              • Formulas
              • Dynamic property configuration
              • Drill-down trees
              • Data binding for views
              • Binding data and configuration options
              • Boundary events
              • Event handlers for views
              • Addressing
              • Custom functions
              • Framework-managed vs view-managed
            • Advanced items for views
              • Content box
              • Custom HTML
          • Modeling client-side human services
            • Tools for client-side human services
            • Building a client-side human service
            • Validating data in client-side human services
            • Reusing client-side human services
              • Data mapping in nested client-side human services
              • Example: Reusing a nested client-side human service
            • Declaring variables
              • JavaScript API for client-side human service development
            • Calling another service
            • Implementing exclusive gateways
            • Adding notes
            • Saving the execution state
            • Validating pages
              • Without exiting the coach
              • After exiting a coach
            • Handling errors
              • Catching errors by using error intermediate events
              • Catching errors by using error event handlers
              • Throwing errors by using error end events
            • Handling data changes
            • Assigning pre- and post-execution scripts
            • Adding HTML meta tags
            • Enabling work to be postponed and resumed at run time
            • Enabling tasks to be reassigned at run time
            • Navigation options after service completion
            • Running and debugging
            • Troubleshooting errors
          • Building coaches
          • Developing reusable views
            • Providing information about views
            • Categorizing views
            • Defining view behavior
              • Accessing a child view
              • Configuring the design-time appearance of views
            • Adding variables to views
            • Defining the contents of views
              • Adding bidirectional language support
              • Setting the visibility of views
            • Calling services from views
            • Generating URLs of managed assets
            • Generating a unique ID for a view
          • Laying out a page or view using the grid layout
          • Tips for debugging view lifecycle method inside client-side human services
          • Accessing coach performance statistics
          • Troubleshooting user interfaces
          • Responsive settings for views
          • Localizing workflow automations
            • Creating localization resources
            • Localizing user interfaces
            • Localizing configuration options for views
        • Enabling document support
          • Integrating with ECM systems
            • Adding an ECM server
              • Enabling the creation, update, and download of ECM documents
              • Disabling the ECM Query Authorization Service
            • Outbound interactions
              • Outbound operations
              • Authentication scenarios
              • CMIS web service clients
                • Attaching different policy sets or bindings
              • How to use views to store or view documents
                • Configuring coach views for ECM documents
              • Integrating with an ECM system or a BPM document store
              • Building a query for an ECM search operation
              • Working with a search result programmatically
              • Working with document content
              • Data mapping
              • Authorization of documents and folders in a process
            • Inbound events
              • Runtime behavior
              • Performing modeling tasks for inbound events
                • Subscribing to events
                • Content event types
                • Creating attached services
                • For a content event
                • Adding a content event to a process
                • The ECMContentEvent business object
              • Performing administrative tasks for inbound events
                • Creating an event handler
                • Using the event handler for FileNet Content Manager
            • Troubleshooting
            • Integration considerations for ECM products
              • References to external ECM systems from a BPM folder
              • IBM FileNet Content Manager
              • Alfresco Community
              • Microsoft SharePoint
                • Accessing the SharePoint CMIS provider
        • Enabling processes for tracking and reporting
          • Tracking performance data
        • Designing process interactions for business users
          • Configuring a role-based business user interface
            • Making business data available in searches and views
            • Creating a user attribute definition
          • Automatically starting the user's next task
          • Enabling process instance management
            • Due dates for processes and activities
              • Setting the work schedule for a process
              • Creating and managing time and holiday schedules
              • Specifying activity due dates
          • Generating names for process instances
      • Services
        • Service types
        • Integrating services
          • Overview: Integrating external services
          • Creating a service flow
            • Service Flow editor palette
            • Using transient variables in service flows
            • Adding a service from the library
            • Adding a generative AI task to a service flow
              • Building a generative AI task in a service flow
                • Sample prompts
            • Adding a decision task to a service flow
              • Using decision tables
              • Using action rules
                • Business rule parts and structure
              • Exporting rules and decision tables
                • Using a remote decision service
            • Calling another service
            • Using IBM ODM business rules
            • Handling errors
              • Catching errors
              • Throwing errors
            • Using scriptlets in script tasks
            • Assigning pre- and post-execution scripts
            • Globalizing service flows
            • Implementing exclusive gateways
            • Sending messages to undercover agents
            • Enabling runtime data tracking
            • Calling services from views
            • Securing services
            • Running and debugging
            • Enabling transactional service flows
          • Calling an external service
            • Invoking a REST service
              • Specifying a REST server
              • Invoking a REST service by using JavaScript
                • Passing input parameters
                • Specifying authentication, modifying binding information, and working with response headers
                • Passing files
                • Handling REST service errors
              • OpenAPI support
            • Invoking a web service
              • Discovering and invoking a web service
              • Adding a web services server
              • Creating implicit SOAP headers
                • Adding SOAP headers to a SOAP request message
                • Retrieving SOAP headers from the SOAP response message
              • Troubleshooting web services and outbound web service integrations
              • Troubleshooting XML schema messages for web service integrations
            • Invoking a Java service
              • Invoking SQL Integration service flows
        • Exposing services
          • Kafka services
          • MQ services
          • REST services
            • Response handling for asynchronous operations
          • Web services
        • Automation services
          • Providing workflow automation services
          • Calling an automation service
      • Business objects and variables
        • Variable types
        • Variable scope
        • Creating business objects
          • Importing business objects
          • Shared business objects
          • Save services
          • Business object advanced properties
        • Declaring and passing variables
          • How variables are passed
          • Declaring variables
          • Mapping input and output data for an activity in processes or human services
            • Initializing parent objects for data mapping
          • Mapping input and output data for an activity in a service flow
          • Declaring variables for a subprocess
        • Using complex variables and lists
          • Retrieving and setting properties of a business object
        • Creating exposed process values
        • Setting variables in pre and post assignments
        • Making business data available in searches and views
        • Tracking groups of process variables
          • Creating a tracking group
          • Associating process variables to a tracking group
      • Running and debugging
        • Processes
        • Client-side human services
        • Service flows
        • Using breakpoints
        • Restricting access to debugging for services
        • Logging in as another user
        • Searching for process instances
        • Inspector reference
        • Run actions
        • Debug actions
      • Deploying and installing
        • Workflow automations and automation services
        • To an offline server by calling REST APIs
    • Customizing
      • Customizing Business Automation Workflow Runtime to connect to Workflow Center on premise
      • Customizing Business Automation Workflow Runtime to connect to Workflow Authoring
      • Customizing Business Automation Workflow with multiple target object stores
      • Customizing Business Automation Workflow properties
      • Setting the time zone
      • Updating the deployment after an LDAP password change
      • Enabling generative AI
      • Setting up the Workplace assistant
      • Configuring email for Workplace notifications
      • Configuring how external UIs open in Workplace
      • Configuring custom Liberty data sources
      • Enabling the Liberty feature to integrate with IBM MQ
      • Enabling Intelligent Task Prioritization
      • Activating Workforce Insights
      • Enabling full text search
      • Customizing an independent JMS server for Business Automation Workflow
      • Enabling the audit log
      • Adding system lane users
      • Configuring security
      • Enabling Process Federation Server and Common UI
      • Customizing Process Federation Server
      • Configuring event emitters
        • Installing and configuring event emitters
          • BPM event emitter configuration
            • Container deployments of IBM Business Automation Workflow
            • On-premises installations of IBM Business Automation Workflow
              • Prerequisites
              • Retrieving your Kafka connection information and generating the BPMEventEmitter.yml file
              • Installing the BPM event emitter
              • Updating the BPMEventEmitter.war file
              • Customizing the configuration file
              • Uninstalling the BPM event emitter
          • Case event emitter configuration
            • Container deployments of IBM Business Automation Workflow
            • On-premises installations of IBM Business Automation Workflow
              • Prerequisites
              • Manual installation and configuration
                • Preparing the Case event emitter application for deployment
                • Deploying the Case event emitter application
                • Updating the Case event emitter configuration
              • Automated installation and configuration
                • Automated deployment
                • Automated update
                • Automated uninstallation
            • Completing post-installation tasks for the case event emitter
            • Configuring event output to Kafka
          • Workforce Insights event emitter configuration
        • Troubleshooting event emitters on Kubernetes
          • Troubleshooting the BPM event emitter
            • Enabling tracing
            • Resolving events not flowing to the JMS queue
            • Resolving events flowing to the JMS queue but not to Kafka
            • Troubleshooting JMS destination issues
          • Troubleshooting the Case event emitter
            • Enabling tracing
            • Resolving JAR file and class loading errors
            • Resolving user authentication errors
            • Replaying Case events
              • Stopping the CP4BA operator
              • Stopping the case event emitter
              • Stopping the Flink job
              • Deleting the OpenSearch data
              • Deleting the Case event emitter bookmarks
              • Resetting the Flink job
              • Optional: setting the start date for the replay
              • Restarting the case event emitter
        • Reference for event emission
          • Reference for BPMN events
            • BPMN event formats
              • Ingested raw event types
              • BPMN event types
              • BPMN raw event formats
              • BPMN time series formats
                • Process time series format
                • Activity times series format
                • Tracking time series format
                • Tracked field format in time series
              • BPMN summary event formats
            • EnableBAI.py script syntax
            • BPM emitter configuration property values
            • Historical Data Playback REST API
          • Reference for Case events
            • Structure of the Case event emitter JSON file
            • EnableCaseBAI.py script syntax
            • Case event formats
              • Case event types
              • Case raw event formats
              • Examples of raw event attributes
              • Case time series formats
                • Shared fields
                • Cases
                • Activities
                • Stages
                • Documents
                • Case comments
                • Activity comments
                • Document comments
                • FileNet Process Engine workflows
                • FileNet Process Engine workitems
              • Summary event formats
                • Case summary event formats
                • Activity summary event formats
                • Stage summary event formats
                • FileNet PE process summary formats
                • FileNet PE userTask summary formats
          • Reference for BPEL events
            • BPEL event formats
              • BPEL event types
              • BPEL raw event formats
              • BPEL time series formats
                • BPEL process time series format
                • BPEL activity time series format
                • BPEL human task time series format
              • BPEL summary event formats
            • EnableBAI.py script syntax
            • BPM emitter configuration property values
      • The 100Custom.xml file and configuration
        • Location of 100Custom configuration files
        • Creating a 100Custom.xml configuration file
        • Deploying a 100Custom.xml file to a deployment environment
        • Modifying individual configuration properties
          • Increasing the maximum number of cached objects during refactoring
          • Disabling user registry group synchronization during server startup
          • Retrieving all user registry groups during server startup
          • Resolving user mismatch between the user information cache and the database
          • Controlling administrator access to task instance data
          • Restricting Inspector actions for online workflow servers
          • Specifying an absolute URL for the TWManagedFile JavaScript API
          • Web services
            • Specifying a timeout for a web service
          • Controlling warning limits for variable sizes of process and service flows
          • Detecting infinite loops in services and process instances
          • Disabling updates for user names with trailing blanks
          • Restrictions on large file uploads and SVG browser display for ECM documents
          • Disabling group membership update at login time for web applications
          • Enabling adding user registry groups of a user at login time for web applications
          • Optimizing the login time for web applications
          • Specifying that members of a group member cache are retrieved from the database
          • Optimizing the group member cache heap size
          • Limiting the number of REST calls to the server
          • Enabling heritage coaches
          • Viewing the history of a task
          • Message handling configuration properties for JMS errors, message size, and documentation suppression
    • Administering
      • Accessing the Process Admin Console
      • Managing installed snapshots
        • Activating installed process applications
        • Deactivating installed process applications
          • Whether process instances run in deactivated snapshots
        • Designating default snapshots
        • Synchronizing snapshots
        • Configuring runtime settings for installed snapshots
          • Configuring exposed processes and services
          • Configuring runtime teams
          • Configuring runtime environment variables
      • Administering processes with Process Inspector
        • Process Inspector
        • Runtime activity states
        • Troubleshooting errors and failures in a failed process instance
        • Actions in the Process Inspector
      • Managing workflow servers
        • Viewing the status of process instances and applications
        • Detecting and ending infinite loops in JavaScript activities
        • Modifying runtime server configuration properties
          • Changing server settings in the Process Admin Console
            • Changing web service server settings
            • Changing REST server settings
            • Changing Enterprise Content Management server settings
            • Enterprise Content Management configuration settings: technical details
            • Enabling or disabling event subscriptions
        • Managing workflow server caches and databases
          • Reviewing workflow server caches
          • Deleting tasks from the Process database
        • Managing exposed process values (EPVs)
        • Monitoring workflow servers
          • Capturing process instrumentation data
            • Disabling process instrumentation data
            • Using process instrumentation data for cache tuning
        • Monitoring processes and services
          • Identify infinite loops in process applications
          • Tracking the rate of instance creation and service requests
          • Data displayed in the Process Monitor
          • Interpreting Process Monitor data
          • Enabling or disabling logging
      • Administering users and groups
        • Runtime user availability and lifecycle
        • Creating and maintaining users and groups
          • Creating and managing groups
          • Assigning user attributes
            • If you select View by Attribute
            • If you select View by User
        • Synchronizing users and groups
      • Administering the federated data repository indexes
        • Enabling and configuring the federated data repository
        • Understanding the federated data repository process indexing
        • Indexing case instances
        • Federated data repository indexes
          • How tasks are stored in the federated data repository
          • How process instances are stored in the federated data repository
          • How case instances are stored in the federated data repository
    • Programming
      • REST APIs programming
        • Workflow REST APIs
          • Authorization
          • Starting a process
          • Processing a user task
          • Preventing cross site request forgery
        • Process REST APIs
          • Resource URIs
          • HTTP methods
          • HTTP header fields and generic URI parameters
          • Testing REST APIs
          • REST APIs and federated environments
          • Authorization control for runtime REST API calls
            • Authorization roles
            • REST API authorization for task actions
              • Changing roles for REST API authorizations on task actions
            • REST API authorization for user, group, and team actions
            • REST API authorization for accessing repository assets at run time
            • REST API authorization for process instances
            • Removing the assignedToRole column
      • Syntax for JavaScript in text
      • JavaScript API
        • Variable availability
        • JavaScript reference examples
          • Starting a new process
          • Getting the current process instance
          • Getting the current userid
          • Getting the name of the current process or service flow
          • Returning the owner of a task
          • Returning a list of reference links
          • Extracting a managed file
          • Searching processes and tasks
          • Interacting with cases and activities
          • Retrieving data from XML
        • Viewing all process instances by using a TWSearch API query
    • Managing work
      • In Workplace
        • Starting Workplace
        • Setting preferences
        • Searches in Workplace
          • Basic
          • Advanced
        • Managing work
          • Completing work
          • Managing work for teams
          • Interacting with Workflow Assistant
            • Use cases
            • Built-in actions
          • Limitations
        • Managing workstreams
          • Overview
          • Videos
          • Setting up roles
            • User roles and access control
            • Assigning user roles
          • Configuring
          • Creating
          • Governing
          • Using
          • Limitations
      • In Process Portal
        • Starting Process Portal
        • Setting preferences
        • Dashboards
          • Process Performance
            • The Gantt chart
          • Team Performance
        • Searches in Process Portal
          • Searches and saved searches
          • Basic searches
          • Searches using FullTextSearch
          • Searches for specific types and business data
        • Managing work
          • Completing work on tasks
            • Reassigning a task to a new group
            • Task assignment: Frequently asked questions
          • Completing work on process instances
            • Working on activities
          • Managing work for teams
        • Limitations
    • Troubleshooting
      • Troubleshooting Business Automation Workflow or Workstream Services
        • Enabling Business Automation Workflow Server or Authoring container logs
        • Customizing the Process Federation Server Liberty server trace setting
        • Troubleshooting Machine Learning Server
          • Troubleshooting Intelligent Task Prioritization
          • Troubleshooting Workforce Insights
        • Recovering Elasticsearch or OpenSearch data if PV is deleted
        • Improving login speed
        • Container fails to start
        • Pod fails to start
        • Pod takes a long time to start
        • Init job fails to import toolkits
        • Case init job fails after Workflow is added
        • Enable db init job logs
        • Errors when using PostgreSQL with self-signed certificates
        • Can't access Business Automation Studio
        • No desktops after a Cloud Pak for Business Automation deployment with OCP
        • Connectivity issues prevent access to the Process Portal task list
        • Business Performance Center charts show "No data available yet"
        • CreateContainerError for Business Automation Workflow server pod
        • 504 Gateway timeout error when you apply an audit manifest, a security manifest, or deploy a solution
      • Troubleshooting Workflow Process Service
    • Reference
      • Toolkits
        • System Data toolkit
        • UI toolkit
          • Alerts
          • Area chart SDS
          • Badge
          • Bar chart SDS
          • Breadcrumbs
          • Button
          • Caption box
          • Check box
          • Check box group
          • Collapsible panel
          • Configuration
          • Data
          • Data export
          • Date/time picker
          • Decimal
          • Deferred section
          • Device sensor
          • Display text
          • Donut chart SDS
          • Event subscription
          • Geo coder
          • Geo location
          • Horizontal layout
          • Horizontal line
          • Horizontal split
          • Icon
          • Image
          • Input group
          • Integer
          • Line chart
          • Link
          • Map
          • Masked text
          • Modal alert
          • Modal section
          • Multi purpose chart
          • Multi select
          • Navigation event
          • Navigation item
          • Navigation list
          • Navigation menu
          • Note
          • Notification
          • OpenLayers API
          • Panel
          • Panel footer
          • Panel header
          • Password
          • Pie chart SDS
          • Places
          • Plain text
          • Pop-up menu
          • Progress bar
          • QR code
          • Radio button
          • Radio button group
          • Responsive sensor
          • Rich text
          • Service call
          • Service data table
          • Signature
          • Single select
          • Slider
          • Spacer
          • Spinner
          • Stack
          • Status box
          • Step chart
          • Style
          • Switch
          • Tab section
          • Table
          • Table layout
          • Text area
          • Text reader
          • Timer
          • Tooltip
          • Type ahead text
          • Variant
          • Vertical layout
          • Video
          • Well
        • Workplace toolkit
        • Case toolkit
          • Add Activities
          • Add Case
          • Case Activities
          • Case Calendar
          • Case Comments
          • Case Folder
          • Case Folder Tree
          • Case History
          • Case List
          • Case Search
            • Case Search by using external payload
          • Case Stages
          • Case Tasks List
            • Quick tasks
            • To-do tasks
            • Process tasks
          • Case Visualizer
          • Create Package
          • Manage Roles
          • Manage Team
          • Related Cases
          • Create Case service
          • Get Case Calendar Events service
          • Get Case Instance Object service
          • Get Repository Name service
          • Initialize Case Content Objects service
          • Save Case Properties service
          • Split Case service
          • Split Case
        • Content Management toolkit
          • Settings for upload of large documents
          • Document Explorer
          • Document Reference
          • ECM Document List
          • ECM File List
          • ECM File Properties
          • ECM File Revisions
          • ECM File Uploader
          • ECM Folder List
          • File Viewer
          • Services
        • Content Services toolkit
      • Coach and event handler reference information
        • Coach API
          • The view object (this)
            • The context object
          • Event handlers for view design-time preview
          • The com_ibm_bpm_global object
        • Event handlers
          • load
          • unload
          • view
          • change
          • validate
      • APIs
        • REST APIs
          • Workflow REST APIs
            • Operations REST APIs
              • Operations REST APIs reference
            • Process REST APIs
              • Process REST APIs reference
          • REST interface for process-related resources
            • Activity Instance (Ad Hoc)
              • GET
              • PUT
            • Activity Instance (available actions)
              • GET
            • Activity Instance (current tasks)
              • GET
            • Advanced Integration Service
              • GET
            • Alert Definitions
              • GET
              • PUT (bulk save)
              • DELETE (bulk delete)
            • Alert Definitions Status
              • GET
            • Asset Comparison List
              • GET
            • Asset List
              • GET
            • Assets Copy
              • POST
            • BPD Data
              • GET
            • BPD Tag Groups
              • GET
            • Branch Snapshot List
              • GET
            • Bulk Commands
              • POST (bulk commands)
            • Business Object
              • GET
            • Collaboration Systems Integrations
              • GET
            • Delete All Mentions
              • DELETE
            • Delete Mentions
              • DELETE
            • ECM Event
              • POST
            • Environment Variables
              • GET
            • Event Manager - Pause [deprecated]
              • POST
            • Event Manager - Resume [deprecated]
              • POST
            • Exposed Items
              • GET
            • Exposed Items (with filter)
              • GET
            • Exposed Process Value
              • GET
            • External Activity Model
              • GET
            • Followed Instances
              • GET
            • Global Team
              • GET
            • GlobalTeamUser
              • GET
            • Group
              • GET
              • PUT
            • Groups
              • GET
            • Instance Activity Stream
              • GET
            • Instance Following
              • GET
              • POST
              • DELETE
            • Instances Mentions
              • GET
            • ManagedGlobalTeam Resource
              • GET
            • Participant Group
              • GET
            • Performance Instance Query [traditional only]
              • GET
            • Performance Query [traditional only]
              • GET
            • Post Threaded Comment
              • POST
            • Process
              • POST (start)
              • GET (bulk instance details)
              • POST (sendMessage)
            • Process Actions
              • GET
            • Process Applications
              • GET
              • POST
            • Process Instance
              • GET
              • PUT (suspend, resume, terminate, or retry)
              • PUT (update due date)
              • DELETE (delete process instance)
              • POST (add document)
              • PUT (update document)
              • DELETE (delete document)
              • PUT (run an adhoc event within a process)
              • PUT (evaluate a javascript expression)
              • POST (comment)
              • POST (fire timer)
              • POST (move token)
              • POST (delete token)
            • Processes with Exposed Performance Metrics (with filter)
              • GET
            • Process Instance All Variables (bulk update)
              • PUT
            • Process Instance Bulk Operations
              • PUT
            • Process Instance Bulk Operations with Filter Options
              • PUT
            • Process Instance Business Data
              • GET
            • Process Instance Depended On Processes
              • GET
            • Process Instance Dependent Process
              • GET
            • Process Instance Queries [deprecated]
              • GET
            • Process Instance Query Attributes [deprecated]
              • GET
            • Process Instance Query Entity List [deprecated]
              • GET
            • Process Instance Query Entity List Count [deprecated]
              • GET
            • Process Instance Related Processes
              • GET
            • Process Instance Relationship
              • POST
              • DELETE
            • Process Instance Relationships
              • GET
            • Process Instance Runtime Error Information
              • PUT
            • Process Instance Task Summary
              • GET
            • Process Instance Variable
              • PUT
            • Process Instance Variables (bulk update)
              • PUT
            • Process Instances Search
              • GET
            • Process Instances Status Overview
              • GET
            • Process Instances Visual Model [traditional]
              • GET
            • Process Model
              • GET
            • Process Visual Model [traditional only]
              • GET
            • Project Application Settings
              • GET
            • Project Branches List
              • GET
            • Project Named Snapshots List
              • GET
            • Relationship
              • PUT
              • DELETE
            • Resource Environment Provider Properties
              • GET
            • Resource Environment Providers
              • GET
            • Saved Search Bulk Operation
              • POST
            • Reusable Search Queries
              • GET
              • POST
            • Reusable Search Query
              • GET
              • PUT
              • DELETE
            • Saved Search Definition
              • GET
              • PUT
              • DELETE
            • Saved Search Definition User Actions
              • GET
            • Saved Search Definitions
              • POST
              • GET
            • Search
              • POST
            • Search [deprecated]
              • PUT (perform custom search)
            • Search Definition MetaData By Type
              • GET
            • Search Execution
              • GET
              • PUT
            • Search Metadata [deprecated]
              • GET
            • Search Queries Transfer
              • POST
            • Server
              • GET
            • ServerAccessToken
              • GET
            • Service
              • POST (start)
              • GET (currently running)
              • GET (getData)
              • PUT (stop)
              • PUT (resume)
              • PUT (evaluate javascript)
              • PUT (setData)
            • Service Level Agreement
              • GET
            • Service Model
              • GET
            • Service Visual Model
              • GET
            • Show Process Actions
              • GET
            • Show Process Instance Ad Hoc Activities
              • GET
            • Snapshot Change History
              • GET
            • Snapshot Change History Comparison
              • GET
            • Systems Metadata
              • GET
            • Task
              • GET (bulk task details)
              • PUT (bulk claim)
              • PUT (bulk cancel)
              • PUT (get next)
            • Task Actions
              • GET
            • Task Activity Stream
              • GET
            • Task Experts
              • GET
            • Task Following
              • GET
              • POST
              • DELETE
            • Task Instance
              • GET
              • GET (getData)
              • POST (invite task collaboration)
              • PUT (start task)
              • PUT (assign task)
              • PUT (update)
              • PUT (complete, finish)
              • PUT (claim)
              • PUT (cancel)
              • PUT (setData)
            • Task Instance Client Settings
              • GET
            • Task Instance Queries [deprecated]
              • GET
            • Task Instance Query Attributes [deprecated]
              • GET
            • Task Instance Query Entity List [deprecated]
              • GET
            • Task Instance Query Entity List Count [deprecated]
              • GET
            • Task Template
              • GET
            • Task Template Client Settings
              • GET
            • Task Template Queries
              • GET
            • Task Template Query Attributes
              • GET
            • Task Template Query Entity List
              • GET
            • Task Template Query Entity List Count
              • GET
            • Team (by Team ID)
              • GET
            • Team (by Team Name)
              • GET
            • Team Members
              • GET
            • Team Member Summary
              • GET
            • Team Summaries
              • GET
            • Team Summary
              • GET
            • Team Tasks
              • PUT
            • Team Task Trend
              • GET
            • Teams Tasks
              • PUT
            • Timing Interval
              • GET
            • Toolkits
              • GET
              • POST
            • Tracking Group
              • GET
            • Undercover Agent
              • GET
            • User
              • GET
              • PUT
            • User Details
              • GET
            • User Task Data
              • GET
            • UserAvatar
              • GET
              • POST
              • DELETE
            • Users
              • GET
            • Web Service
              • GET
          • REST APIs for advanced searches support
            • The advanced search query definition
          • REST interface for IBM Process Federation Server resources
          • REST interface for IBM BPM repository resources
            • Export
              • GET
            • Import
              • POST
        • JavaScript APIs
          • JavaScript API namespaces
          • Formats of case property values
          • UI toolkit JavaScript API
            • Alerts
            • Area chart SDS
            • Badge
            • Bar chart SDS
            • Breadcrumbs
            • Button
            • Caption box
            • Check box
            • Check box group
            • Collapsible panel
            • Configuration
            • Data
            • Data export
            • Date Picker (deprecated)
            • Date/time picker
            • Decimal
            • Deferred section
            • Device sensor
            • Donut chart SDS
            • Event subscription
            • Exit Safeguard (deprecated)
            • Geo coder
            • Geo location
            • Horizontal layout
            • Horizontal split
            • Icon
            • Image
            • Input group
            • Integer
            • JSON text area
            • Horizontal line
            • Line chart SDS
            • Link
            • Map
            • Masked text
            • Modal alert
            • Modal section
            • Multi purpose chart
            • Multi select
            • Navigation event
            • Navigation item
            • Navigation menu
            • Note
            • Notification
            • OpenLayers API
            • Display text
            • Panel
            • Panel footer
            • Panel header
            • Password
            • Pie chart SDS
            • Places
            • Pop-up menu
            • Progress bar
            • QR code
            • Radio button
            • Radio button group
            • Responsive sensor
            • Service call
            • Service data table
            • Signature
            • Single select
            • Slider
            • Spacer
            • Spinner
            • Stack
            • Status box
            • Step chart SDS
            • Style
            • Switch
            • Tab section
            • Table
            • Table layout
            • Table layout cell
            • Table layout row
            • Plain text
            • Text area
            • Rich text
            • Text reader
            • Timer
            • Tooltip
            • Type ahead text
            • Variant
            • Vertical layout
            • Video
            • Well
          • Workplace toolkit JavaScript API
            • Instance Viewer
            • Instance List
            • Task List
            • Task Viewer
          • Content Management toolkit JavaScript API
            • BPM Document List
            • BPM File Dropzone
            • BPM File List
            • BPM File Properties
            • BPM File Revisions
            • BPM File Uploader
            • Document Explorer
            • Document Reference
            • ECM Document List
            • ECM File List
            • ECM File Properties
            • ECM File Revisions
            • ECM File Uploader
            • ECM Folder List
            • File Viewer
          • JavaScript API in processes, cases, and service flows
    • Case management
      • Designing your case management solution and application
        • Preparing the design environment
          • Copying existing metadata into the case management development environment
          • Importing the solution template to the target environment
        • Identifying your solution artifacts
        • Adding and deploying a case management solution
          • Adding a case solution
            • Adding and managing properties
            • Adding and selecting roles
              • Roles in solutions
              • Solution pages for roles
              • Configuring in-baskets for roles
              • Adding custom in-baskets to roles
            • Adding and modifying document classes
              • Document classes
            • Adding and modifying business objects
              • Business objects
            • Adding and modifying case types
              • Case types
            • Creating and configuring stages for a case type
            • Defining views
              • Defining case page layouts
              • Defining properties views
                • Containers
                  • Container width and height
                • Adding workflow data fields and workgroups to the properties view
                • Adding external properties to the properties view
                • Property editor settings
                • Properties
            • Business rules
              • Setting completion menu options
            • Adding activities
              • Activities in solutions
                • Activities that start processes
                • Custom workflow activities
                • To-do tasks
                • Quick tasks
              • Activity preconditions
              • Activity initiation
              • Activity states
              • Adding activities with processes
                • Adding an activity with a new process
                  • Creating flexible case activities
                • Adding an activity with an existing process
                • Working with content object variables
                  • Data objects
                    • Content objects
                    • Case and activity properties
                  • Roles and teams
                  • Content object support
                • Interacting with a parent case from a process
                • Troubleshooting case and process integration
                  • Versions are not visible for an upgraded workflow project
                  • Activities are associated with the wrong version of a workflow automation
                  • Changes to workflow automations are not reflected in activities
                  • Results output by a business process are not shown in an activity
            • Multiple user editing of solutions
            • Designing the case management client application
              • Client-side human services
              • Solution layouts
                • Creating custom solution layouts
                • Solution task layouts
                  • Task List configurations
              • Creating new case layouts using human services
                • Using a default page layout
                • Creating a custom page
                • Adding widgets to a human service UI
              • Creating classic case pages using widgets
                • Creating a custom page with widgets
                  • Classic pages
                    • Adapter
                    • Solution
                    • Case Details
                    • Add Cases
                    • Split Case
                    • Add Activity
                    • Custom Activity Details
                  • Widgets
                    • Attachments
                      • Configuring displayed content
                      • Adding and checking in documents
                      • Events
                        • Outgoing
                        • Incoming
                    • Calendar
                      • Events
                        • Incoming
                    • Case Information
                      • Activity view
                      • Documents view
                        • Displaying extra properties on Documents view
                      • History view
                      • Summary view
                      • Events
                        • Outgoing
                        • Incoming
                    • Case List
                      • Events
                        • Outgoing
                        • Incoming
                    • Case Stages
                      • Events
                        • Incoming
                    • Case Toolbar
                      • Events
                        • Incoming
                    • Chart
                      • Events
                        • Incoming
                    • Content List
                      • Preparing
                      • Configuring the list of documents
                      • Events
                        • Outgoing
                        • Incoming
                    • In-baskets
                      • Configuring displayed content
                      • Configuring reassignment items
                      • Including process work items
                      • Filtering and sorting process work items
                      • Events
                        • Outgoing
                        • Incoming
                    • Instruction
                      • Events
                        • Incoming
                    • Markup
                      • Configuring content
                      • Displaying content using an event
                      • Events
                        • Incoming
                    • Original Case Properties
                      • Events
                        • Incoming
                    • Page Container
                      • Events
                        • Outgoing
                        • Incoming
                    • Process History
                      • Events
                        • Incoming
                    • Properties
                      • Events
                        • Outgoing
                        • Incoming
                    • Script Adapter
                      • Transforming or validating event data
                      • Debugging events
                      • Events
                        • Outgoing
                        • Incoming
                    • Search
                      • Events
                        • Events
                        • Incoming
                    • Select Case Documents
                      • Events
                        • Incoming
                    • Split Case Properties
                      • Events
                        • Outgoing
                        • Incoming
                    • Task Toolbar
                      • Events
                        • Incoming
                    • Timeline Visualizer
                      • Displaying process activities
                      • Events
                        • Outgoing
                        • Incoming
                    • To-Do List
                      • Events
                        • Incoming
                    • Toolbar
                      • Events
                    • Viewer
                      • Wiring widgets for document display
                      • Events
                        • Incoming
                    • Website Viewer
                      • Events
                        • Incoming
                    • Work Item Toolbar
                      • Events
                        • Incoming
                  • Action events
                • Designing views for to-do tasks
            • Testing your solution
          • Promoting case solutions to workflow projects
        • Sample business rules
        • Configuring auditing
        • Validating preconditions
        • Resetting the test environment
          • Saving user-defined assets before you reset the test environment
        • Managing case solutions
          • Upgrading and creating templates and case solutions
          • Copying an existing solution
            • Copying a solution to another development environment
            • Copying case solutions that are associated with workflow automations
          • Comparing solutions
            • Scenario: Upgrading a customized case management solution
          • Deleting a deployed solution
        • Creating and distributing solution templates
          • Converting a solution into a template
          • Distributing solutions as templates
        • Unlocking solution assets
        • Translating case management applications
          • Translating custom strings
          • Translating workflow assets from Content Platform Engine
          • Translating content solution assets from Content Platform Engine
          • Translating content solution assets from other repositories
        • Adding workflow processes to existing solutions
      • Administering your case management system
        • Restarting components in a CP4BA environment
        • Setting up project areas
          • Planning for project areas
          • Planning for target environments
          • Creating a target object store
          • Managing project areas
          • Planning for shared or dedicated desktops
        • Setting up target environments
          • Creating or upgrading a target object store for test or production environments
          • Creating custom desktops
          • Defining and registering target environments
          • Managing target environment definitions
          • Indexing event logs for older case types to enable case health analysis of work items
        • Enabling and disabling plug-ins for the IBM Business Automation Workflow desktop
        • Enabling favorites and sync
        • Preparing a database for the case history store
        • Enabling tracing
        • Configuring or disabling the Activity Sweep Custom policy
        • Enabling or disabling case health analysis
        • Monitoring system performance
        • Configuring a file store for an existing object store
        • Updating an object store
        • Synchronizing cases with solution data
        • Enabling the Browse view
        • Enabling access to case solutions in IBM Content Navigator desktop
        • Configuring your environment to show display names in Case Client
        • Customizing the case package PDF file
      • Migrating and deploying case management solutions
        • Solution migration and deployment
        • Preparing for solution migration
          • Identifying solution assets for migration
            • Workflow assets
            • Solution application assets
            • Solution List page
          • Preparing customized migration and deployment instructions
          • Preparing the system configuration for migration
        • Migrating solutions
          • Exporting solution assets
            • From a design object store
            • Exporting the security configuration
            • Exporting the audit configuration
          • Exporting other FileNet P8 assets
            • Using FileNet Deployment Manager to export other FileNet P8 assets
            • Include options for assets in FileNet Deployment Manager
            • Exporting other FileNet P8 assets by using the Process Configuration console
          • Exporting other IBM and external assets
          • Importing workflow assets
            • By using a solution package
              • Reimporting assets with environment-specific references
          • Installing solution assets
        • Deploying migrated solutions
          • Backing up the target environment before deploying solutions
          • Deploying prerequisite assets
            • Importing assets by using FileNet Deployment Manager
            • Importing assets by using the Process Configuration console
          • Deploying a solution with Business Automation Workflow
            • Deploying a legacy case solution to a production target object store by using the command line
          • Installing a case solution by using REST APIs
          • Deploying postrequisite assets
            • Importing assets by using FileNet Deployment Manager
        • Configuring the target environment after solution deployment
          • Importing the security configuration
          • Importing the audit configuration
          • Migrating the translated user interface elements of your case management application
          • Configuring system settings after solution deployment
          • Opening pages using URLs
        • Modifying solutions after deployment
          • Redeployment restrictions for modifying a solution
          • Synchronizing cases with solution data
        • Verifying solution deployment
      • Programming case solutions
        • Developing case management applications with JavaScript API
          • Workflow JavaScript packages
            • icm.model
            • icm.action
              • Action contexts
            • icm.base
            • icm.dialog
            • icm.pgwidget
            • icm.util
            • icm.widget.menu
          • IBM Business Automation Workflow Case JavaScript API Reference
          • Example: Working with case Management business objects in JavaScript
        • Developing case management applications with Java API
          • Java API Components
            • Case class
            • CaseMgmtObjectStore class
            • CaseType class
            • DeployedSolution class
          • Example: Java API Context
          • IBM Business Automation Workflow Case Java API
        • Developing case management applications with REST protocols
          • Creating and managing case objects by using the workflow REST protocol
            • Case management REST resource URIs
            • Symbolic names
            • Error responses
            • Common JSON payload for cases and case types
            • Getting and changing information about deployed solutions
              • List of document classes resource
                • GET method
              • List of solutions resource
                • GET method
              • Particular solution resource
                • GET method
              • Deployment resource
                • POST method
              • Deployment status resource
                • GET method
              • Associated object stores resource
                • GET method
              • Import manifest resource
                • POST method
              • Apply manifest resource
                • POST method
              • Import legacy solutions
                • POST method
            • Getting information about deployed case types
              • List of case types resource
                • GET method
              • List of view definitions resource
                • GET method
              • List of discretionary activity types resource
                • GET method
              • Particular case type resource
                • GET method
                • POST method
              • Case page resource
                • GET method
            • Getting and changing case instance information
              • Cases resource
                • POST method
              • Particular case instance resource
                • GET method
                • POST method
                • PUT method
              • Deleting a particular case resource
                • POST method
              • Status of particular case resource
                • GET method
              • Related cases for a particular case resource
                • GET method
              • List of activity instances resource
                • GET method
              • Create new activity resource
                • GET method
                • POST method
              • Particular activity instance resource
                • PUT method
              • Case comments resource
                • GET method
                • POST method
              • Case history resource
                • GET method
              • Case stage
                • GET method
                • POST method
              • List of case folder resources
                • GET method
              • Security manifest
                • Post method
          • Managing workflows, roles, and in-baskets by using the Content Platform Engine REST Service
          • Open case APIs
        • Managing case folders and documents by using IBM CMIS for FileNet Content Manager
        • Configuring a solution to create a case when a document is added to the object store
        • Setting values to case content object properties
        • Getting case data from an external data source
          • Implementing an external data service by using the REST protocol
            • Particular object type resource
              • POST method
              • Request modes
              • Client context for work items
              • Response to a request for case data
              • Error responses for an external data service
            • Persistence of case data
            • Example data flow for case creation
              • Retrieval of initial information for a new case
              • Update of a property that has dependencies
              • Creation of the new case
        • Content Platform Engine add-on extensions
          • Design object store
          • Target object store
          • History and analytics
          • Subscriptions and events
        • Using external properties
          • Defining external properties at run time
          • Defining external properties by using the Script Adapter widget
          • Retrieving and persisting external properties
        • Creating custom property editors and controllers
        • Creating custom inline messages and prompts
        • Creating custom page widgets and actions
          • Defining registry files for custom actions, properties, page widgets, and events
            • Defining the widget package catalog file
            • Defining a page widget definition file
            • Defining an action definition file
            • Defining a property for a page widget or an action
            • Defining a property type
            • Defining a widget event
        • Tips for sizing workflow widgets
        • Widget toolbar
          • Adding an event action to a widget toolbar or menu
          • Adding a script action to a widget toolbar or menu
      • Working with case solutions in Case Client
        • Managing access to cases through roles and case teams
        • In-baskets
        • Assigning work
        • Adding to favorites and syncing folders and documents
        • Reusing case data
        • Adding new activities to a case
          • Adding discretionary workflow activities
          • Adding discretionary to-do tasks
          • Adding quick tasks
            • Configuring email notifications for quick tasks assignments
          • Adding custom activities
        • Search tips for cases
        • Search tips for documents
        • Configuring EDS for Case Client
      • Troubleshooting case
        • Workflow log files
          • For the workflow administration client and Case Client
          • For Case Builder and the workflow API application
          • For the Content Platform Engine REST API
          • For solution deployment
        • Exception when numerous concurrent users create cases
        • Configuring logging for Case Builder and the Case API application
        • Annotations might not be auto-saved
        • Troubleshooting workflow administration
          • Configuration integration fails
          • Solution import problems
          • Removing invalid principal mappings after a solution is imported
          • Deleting a case
          • Removing a case type
          • No work items in personal in-basket for a deployed long-named solution
          • Solution deployment fails with a Content Platform Engine views error
          • Online deployment of a solution version fails after adding a security manifest
          • Assets changed in Case Builder cannot be viewed in Case Client
          • Removing proxy documents associated with external documents
          • Cannot reassign work items in the All Assigned Work in-basket
          • Incorrect display of messages and annotations in viewer
          • Unlocking a locked work item
          • Reused long-string properties in case type searches might have invalid operators
          • Validation errors in Step Designer for a workflow validated in IBM FileNet Process Designer
          • Changing the saved solution locale after solution deployment
          • Problems importing solutions using FileNet Deployment Manager
          • Cannot copy solutions that contain rule steps in a production environment
          • Rule steps do not run if processing timeout value is too low
          • Troubleshooting business rule errors
          • Troubleshooting case history table lock escalation errors
          • Database deadlock issue with large solution deployments
          • Event payloads can contain model objects that are not fully retrieved
          • Improve performance at case creation time by limiting subfolder structure
          • Case administration client does not remove all files that are related to the package
          • Supporting external documents in production environments
          • Older versions of an audit or security configuration might not be re-imported
          • Troubleshooting ECMException ObjectStore.get_RootFolder returns null
          • Re-creating a corrupted target object store in a development environment
        • Troubleshooting Case Builder
          • Changing the screen display resolution for Case Client and Case Builder
          • Solution deployment fails due to a queue table limit
          • Solution deployment fails if a value is not found for a required property
          • Deploying case solution fails with NullPointerException
          • Responding to validation errors in the Step Designer
          • Reviewing log entries in Case Builder
          • Cannot edit locked solution assets
          • Case type validation errors
          • Cannot reset the test environment because target object server does not exist
          • Deploy dataset not found when the test environment is reset
          • Document opens in another window even when the Viewer widget is present
          • Toolbar buttons on Rules and Activities pages are not displayed in Internet Explorer
          • Cannot add a column to display the case type for a work item in an in-basket
          • Columns overlap when sizes are set too large in the page designer
          • Troubleshooting overlap and gap warnings in table-based rules
          • Cannot view values when you edit cells in table-based rules
          • Comments in scripts cause a validation error
          • Workgroups are not marked as required fields in the Properties widget
          • Event actions cannot have duplicate labels
          • Cannot deploy a solution after changing the data types or cardinality of its property
          • Problems occur in Case Client if widgets are configured incorrectly
          • Cannot add workflow artifacts to locked Content Platform Engine configuration file
          • Unexpected behavior when you use duplicate values in choice lists
          • Different default values in instances of same property cause inconsistencies
          • Bi-directional step names do not display in the Step Designer swimlane
          • Fields in the Properties View Designer lose focus in Internet Explorer
          • Focus is lost when some settings in Properties View Designer are changed
          • The test solution link in Case Builder can redirect to the SiteMinder login page
          • Remove property from in-baskets, filters, and activities before changing its data type
          • Changing how a discretionary activity starts might not clear the response from the launch step
          • Percent signs (%) and underscores (_) do not work in case property filters
          • Adding many properties might cause a script warning message
          • Inconsistencies when adding same property with different object types to multiple in-baskets
          • Activities cannot be assigned to new sets before you save and close the solution
          • Unexpected results for float properties that use a number spinner
          • Preventing users from having to select a folder when they add documents
          • Workflow application issues in earlier minor versions of Internet Explorer
          • Certain property templates cannot be used in IBM Business Automation Workflow
          • Incorrect non-Engligh titles for documents added to email
          • Cannot open Workflow Designer from Case Builder
          • Queue changes might not take effect after a solution is deployed
        • Troubleshooting Case Client
          • Instance user interface fails to open for a solution in Case Client
          • Cannot open Workplace
          • A case cannot be created if the initiating document title contains a vertical bar (|)
          • Activities cannot communicate with a workflow process
          • Reducing the time needed for advanced searches
          • Changing the screen display resolution for Case Client and Case Builder
          • A search returns too many results
          • Prompt to stop the script is displayed when searching for cases
          • Sending a link to a case in an email opens an empty tab in the Firefox browser
          • Incrementing float values in number spinner property fields
          • Errors in Case Client property settings
          • Filtering the in-basket with an (is-like) filter returns only exact matches
          • Cannot add values to multi value properties
          • Some automatically completed activities show extra states in the case history
          • Document Modified events do not display in the histogram
          • Reserved words cannot be used in solution names
          • Cannot open a view that contains a datetime property with an invalid mask or pattern
          • The time mask pattern K does not work in Case Client
          • Some property values are empty for cases that are returned by a search that uses the icm.util.SearchPayload class
          • You cannot use the number grouping characters in integer or float values in IBM Business Automation Workflow
          • Some property containers are not displayed in Internet Explorer 9
          • The Browse button is disabled after you cancel from the Run Content Navigator File Tracker window
          • Unexpected viewer behavior in Case Client when you open documents for which the MIME types are not configured
          • Some search documents do not behave as expected when added to specific widgets
          • Changes in activity property events are not shown in the Timeline Visualizer widget
          • A completed caseState property does not reset back to Working
          • Different browsers can display workflow group fields differently in Case Client
          • Some container types in the Properties View Designer are incompatible with certain locales
          • Cannot cancel the check-out of documents in Case Client that were added from an Alfresco CMIS repository
          • Inconsistent user interface behavior with bidirectional locales in IBM Business Automation Workflow
          • Documents from external repositories cannot be removed or unfiled from a case folder if Content Platform Engine uses a database other than Db2
          • Favorites and sync features are not supported for IBM Business Automation Workflow documents from repositories other than IBM FileNet P8
          • Box actions are not displayed in the Documents view for existing solutions
          • Case packaging action is not displayed on Case Details or Cases page for existing solutions
          • Text in case package PDF file is not displayed correctly
          • Unicode names are incorrect in case package for documents with non-English characters in the file name
          • The file does not open when you click a link to a .zip file in a case package
          • Restarting a workflow activity that fails to start
          • Box Collaboration action fails in a distributed environment when the date/time is not synchronized
  • Decision management
    • Automation Decision Services
      • Overview
        • Modeling and authoring business decisions
        • Collaborating on decision services
        • Integrating generative AI in decisions
        • Infusing business decisions with machine learning
        • Deploying and executing decision services
      • Administering
        • Configuring credentials for a Maven repository manager
        • Configuring global machine learning providers
        • Connecting to a remote repository automatically
        • Setting up your build environment
          • Using Decision Designer as a Maven repository
          • Using an external Maven repository
        • Installing the Automation Decision Services command-line tool
      • Learning resources
        • Getting started
          • Before you start
          • Task 1: Making a decision service
          • Task 2: Exposing and sharing your decision service
          • Task 3: Adding nodes
          • Task 4: Creating a data model
          • Task 5: Using the interaction policy
          • Task 6: Deploying and running a decision
        • Samples and tutorials in GitHub
      • Developing decision services
        • Managing decisions
          • Decision automations and decision services
            • Creating decision automations
            • Managing access to decision automations
            • Creating decision services
            • Managing decision services
            • Editing group IDs
          • Connecting to a remote repository manually
          • Working collaboratively on decision services
            • Loading changes
            • Resolving conflicts
            • Sharing changes
            • Reverting changes
            • Restoring changes
          • Managing branches
            • Creating branches
            • Merging branches
            • Protecting branches
          • Creating versions
        • Creating decision artifacts
          • Defining data
            • Creating data models
              • Modeling data
              • Creating composite types
              • Working with enumeration types
                • Creating enumeration types
                • Adding values to enumeration types
                  • Entering values manually
                  • Extracting values from an external data source
                    • Importing an Excel file
                    • Mapping values to an enumeration type
                    • Updating values
              • Importing a data model definition file
              • Using data models in other decision artifacts
              • Default verbalization
                • Default verbalization in Brazilian Portuguese
                • Default verbalization in Chinese
                • Default verbalization in English
                • Default verbalization in French
                • Default verbalization in German
                • Default verbalization in Italian
                • Default verbalization in Japanese
                • Default verbalization in Spanish
            • Working with external libraries
              • Building an external library
                • Creating a POM file for an external library
                • Generating the external library files
                • Editing the generated files
                  • Editing the vocabulary
                    • Vocabulary
                      • Vocabulary elements
                      • Placeholders
                      • Default verbalization in English
                      • Vocabulary properties
                      • Vocabulary errors and warnings
                    • Editing terms
                    • Documenting terms
                  • Adding annotations
                    • Annotations
                      • Collections
                      • Pure functions
                      • Impure functions
                      • Constructors
                      • Value types
                    • External annotation files
                  • Adding custom BOM types and members
                    • Defining custom members and their implementation
                    • Understanding BOM-to-XOM mapping
                • Method restrictions
              • Importing an external library into Decision Designer
              • Using an external library in a decision service
              • Changing the version of an external library
              • Updating external libraries
          • Creating decision models
            • Designing a decision
            • Creating a decision diagram
              • Defining input
                • Creating an input data node
                • Defining a default value
              • Adding decisions
                • Creating a decision node
                • Adding the decision logic
                  • Creating a business rule
                  • Creating a decision table
                  • Defining a default value
                  • Choosing an interaction policy
              • Calling other models
          • Creating task models
            • Orchestrating rules
            • Creating task model artifacts
              • Creating a folder
              • Creating a business rule
              • Creating a decision table
              • Creating a variable set
              • Creating a ruleflow
                • Building a ruleflow
                • Defining the ruleflow structure
                  • Adding task nodes
                    • Adding a rule task node
                    • Adding an action task node
                    • Adding a function task node
                    • Adding a subflow task node
                  • Connecting nodes
                • Using a generative AI output in a ruleflow
                • Choosing an execution mode
                • Choosing a language
            • Creating functions
          • Creating generative AI models
            • Creating prompts
          • Creating predictive models
            • Managing local machine learning providers
            • Creating a predictive model
              • Configuring a predictive model
                • Invoking a machine learning model hosted remotely
                • Importing a transparent machine learning model
              • Mapping input data types
              • Editing the invocation rule
              • Mapping output data types
            • Updating a predictive model
            • Integrating a predictive model
          • Authoring the decision logic
            • Working with business rules
              • How business rules work
                • Rule variables
                  • Types of rule variables
                • Rule conditions
                  • Conditions that compare business terms and values
                  • Conditions that test for existence
                  • Conditions that test for set membership
                  • Combinations of conditions
                  • Combination negation
                • Rule actions
                  • Rule actions for lists of business terms
                  • Dependency of rule actions on rule variables
              • Using the rule editor
                • Creating rule parts with the completion menu
                • Using punctuation to avoid ambiguity
                • Setting completion menu options
                • Basic syntax checks
                • Using shortcuts
            • Working with decision tables
              • Columns
                • Using the column menu
                • Defining columns
                • Sorting and filtering columns
              • Rows
                • Using the row menu
                • Adding a partially completed row
                • Grouping and splitting rows
              • Cells
                • Using the cell menu
                • Specifying values
                • Changing the default operator for a cell
              • Preconditions
              • Using decision table locking facilities
              • Decision tables errors and warnings
            • Conducting completeness analysis
          • Declaring and managing dependencies
          • Creating decision operations
          • Automatic refactoring
          • Finding references
      • Testing decision services
        • Running models
        • Unit testing
          • Creating a Java test file
          • Adding JSON scenarios
      • Deploying decision services
        • Building and deploying from Decision Designer
        • Publishing decision services in Business Automation Studio
        • Building and deploying from a CI/CD stack
        • Publishing decision services with ASRA API
          • User permissions and authentication modes
          • Publishing a decision service
          • Swagger UI for ASRA
        • Deploying to decision runtime with REST API
        • Promoting deployed decision services
        • Promoting automation services
      • Executing decision services
        • Decision services from the run service
        • Decision services from a CI/CD stack
        • Decision service metadata
        • Executing decision services with decision runtime
          • User permissions and authentication modes
          • Selecting decision services for execution
            • Executing the last deployed version
            • Executing the last semantic version
            • Executing the last sorted version
            • Executing a specific version
          • Calling decision services
          • Execution trace for decision runtime
          • Runtime snapshots
          • Swagger UI for decision runtime API
          • Emitting decision execution events
        • Executing decision services with execution Java API
          • Metering and tracking usage for execution Java API
          • Application packaging
          • Executing a decision operation
          • Input and output format
          • Machine learning services
          • Execution trace for execution Java API
      • Reference
        • Automation Decision Services command-line tool reference
        • Annotations Java API reference
        • Error codes in predictive model output
        • Languages reference
          • Rule language
            • Rule structure
              • Understanding the structure of business rules
              • Condition part
                • Preconditions
                  • for each (object) called (variable), in (list)
                  • definitions
                    • set (variable) to (definition)
                    • from (object)
                    • in (list)
                    • (attribute) of (list)
                    • where (test)
                • Conditions
                  • all (type) in (list)
                  • all of the following conditions are true
                  • any of the following conditions is true
                  • in (list)
                  • it is not true that (a condition)
                  • (attribute) of (list)
                  • none of the following conditions are true
                  • the number of (type)
                  • there are (number) (type)
                  • there are at least (number) (type)
                  • there are at most (number) (type)
                  • there are less than (number) (type)
                  • there are more than (number) (type)
                  • there is at least one (type)
                  • there is at most one (type)
                  • there is no (type)
                  • there is one (type)
              • Action part
                • add (object) to (variable)
                • define (variable) as (value)
                • for each (object) in (list)
                • (attribute) of (list)
                • print (string)
                • remove (object) from (variable)
                • set (variable) to (value)
            • Data types and functions
              • Numbers
                • Mathematical operators and functions
                • Number comparison functions
              • Boolean
                • Logical operators
              • Dates and times
                • Time point functions
                • Time period functions
                • Calendar duration functions
              • Strings
                • String functions
                • String conversion functions
                • String patterns
                • String interpolation
                • String affiliation
              • Lists
                • List functions
                • Aggregation functions
                • Stream operators
              • Object functions
            • Punctuation in rules
          • Advanced Rule Language (ARL)
            • ARL syntax
              • Variables
                • Data types
              • Operators
              • Type conversion
              • Expressions
              • Statements
              • Keywords
            • ARL task model examples
        • Unit testing Java API reference
        • Decision runtime REST API reference
        • Execution Java API reference
        • Automation service registration REST API reference
        • Business Automation Insights reference
          • Technical and business event format
          • Raw event format
      • Known limitations
      • Troubleshooting
        • Decision returns null
        • A rule is not executed
        • An exception is thrown
        • An ads-runtime pod is evicted because the EmptyDir volume for archive-cache-dir exceeds the limit
        • Decision Designer fails to connect to services during startup
        • Runtime container does not start after the database migration or update failed
      • Glossary
    • Operational Decision Manager
      • Getting Started
      • Using Decision Server
      • Using Decision Center
      • Accessing Decision Center remotely from a Java client
      • Calling Decision Center Ant tasks
      • Automating project builds with the Build Command
      • Setting up custom data providers
      • Scaling deployments
        • Manual scaling
        • Autoscaling
      • Customizing log levels
      • Changing the time zone
      • Troubleshooting
        • Authentication limitation
  • Content services
    • Overview
      • Business object management
      • Application development and business objects
      • Properties
      • Events and subscriptions
      • Lifecycles
      • Property and full-text search capabilities
      • Bulk processing
      • Versioning
      • Classification
      • Entry templates
      • Managing XML content
      • Content storage
      • Content caching
      • Import and export
      • Retention and holds
    • Enabling Business Automation Insights
  • Document processing
    • What is IBM Automation Document Processing?
      • Collaborating on document processing projects
      • Deployment environments
      • Deployment architecture
      • Document Processing security and roles
        • Business Teams permissions
        • Adding collaborators to a project
      • Best practices on OCR with IBM Automation Document Processing
      • Best practices on table extraction
      • Supported languages
    • Creating a document processing project
      • Configuring a Git repository for a project
      • Configuring your project settings
        • Document Processing event webhooks
      • Creating a document classification model
        • Establishing document types
        • Training and testing the classification model
      • Creating a data extraction model
        • Reviewing document samples
        • Adding fields
          • Creating a table field
          • Creating composite fields
          • Adding enrichments to a field
        • Annotating sample documents
          • Annotating table fields
          • Annotating composite fields
        • Reviewing the trained model
        • Testing the extraction model
      • Using feedback documents from applications to improve training
        • Enabling feedback from Runtime environment
      • Defining field types and enrichments
        • Creating a composite field type
        • Importing a library
        • Field types for Document Processing
        • Extractors
        • Converters
        • Formatters
        • Validators
        • Example: Creating a custom enrichment manually
      • Understanding model accuracy
      • Standardizing your data
      • Setting document retention
      • Saving a document processing project
      • Deleting a document processing project
    • Deploying and publishing a document processing project
      • Deployment overview
      • Deploying your Document Processing project in an authoring environment
      • Deploying your Document Processing project in a runtime environment
        • Sample deployment scripts
      • Determining your Document Processing project ID
      • Content Project Deployment Service REST API
        • Deployment REST API endpoints
    • Developing a document processing application
      • Creating a document processing application
      • Setting security for your application
      • Deploying your document processing application
      • Moving your application to runtime
      • Granting runtime users access to your application
      • Document Processing templates and toolkits
      • Configuring the display of fields in applications
    • Processing documents
      • Overview of the concepts
      • Processing single documents
      • Processing batches
        • Creating batches
        • Fixing classification issues
        • Fixing data extraction issues
    • Developing document processing integrations
      • Integrating content by using GraphQL
      • Integrating with IBM Datacap
      • Automation Document Processing API
        • Requests
        • Outputs
        • Response codes
        • Error codes
      • Administration APIs
        • Administration APIs
      • Document Processing webhooks with FileNet Content Platform Engine
      • Integrating with IBM App Connect Enterprise
        • Installing IBM App Connect Enterprise
        • Configuring the IBM App Connect Enterprise environment for IAM authentication
        • Creating an IBM App Connect Enterprise REST API project
        • Deploying to the IBM App Connect Enterprise integration server
        • Creating the Content Platform Engine Webhook Event Action
        • Initiating the integration flow
      • Integrating with IBM Business Automation Workflow
        • Configuring your environment variables
        • Running your application
        • External Services Flow
        • Enabling callbacks
        • Creating an external egress for Document Processing engine when an external application uses webhooks
    • Troubleshooting Document Processing
      • Updating memory settings for the ClassifyProcess pod
      • Creating a sweep for retention date changes
      • Troubleshooting project deployment
      • Troubleshooting webhook
      • Troubleshooting a deployment in an authoring environment
        • Using the Clean Deployment utility
        • Deleting and recreating a project database
      • Troubleshooting runtime applications
      • Troubleshooting address parsing and extraction
    • Glossary
  • Business applications and external automation services
    • Overview
    • User interface elements
      • View properties
    • Creating an application
    • Creating actions
    • Creating reusable views
      • Providing information about views
      • Categorizing views
      • Defining view behavior
        • Accessing a child view
        • Configuring the design-time appearance of views
      • Adding variables to views
      • Defining the contents of views
        • Setting the visibility of views
      • Calling actions from views
      • Generating URLs of managed assets
    • Calling services
      • Published automation services
      • External REST services
      • OpenAPI support
    • Previewing applications
    • Requesting that a version be published
    • Publishing and administering applications
      • Publishing applications
      • Adding applications
      • Managing applications
        • Configuring imported applications for third-party authentication
        • Cleaning up stale applications in Application Engine
    • Translating applications
      • Creating localization resources
      • Translating user interfaces
      • Translating configuration options for views
      • Translating your app name
    • Reference
      • Included toolkits
      • Downloadable toolkits
      • JavaScript APIs for actions
      • JavaScript APIs that can be used in views
      • REST APIs for DevOps
      • Configurators
      • Setting environment variables
      • Data persistence
      • Securing business application data
      • Embedding apps in external web pages
  • Business insights
    • Discovering IBM Business Automation Insights
      • Overview
      • Architecture and workflow
      • Supported topologies
    • Processing events
      • Fixed-format event emission
      • Events from custom sources
        • Processing Application
        • Getting started with your first Processing Application
          • Creating a Processing Application
          • Testing the Processing Application
          • Testing multiple events
        • Implementing event processing
          • Defining the ingress
          • Defining the egresses
          • Filtering events
          • Transforming events
            • Anonymizing data
          • Defining stateful event processing
            • Duration operations
            • Custom operations
            • Handling uncompleted operations
            • Managing events order within operations
          • Handling errors
        • Processing configuration
        • Managing a Processing Application
      • Decision management event processing walkthrough
        • How to get the Kafka connection information to configure a custom event emitter
        • Walkthrough overview
        • Default configuration
        • Updating the processing configuration
          • Monitoring source for ODM
        • Examples
          • What the examples help you do
          • Example 1: Separating business data from common data
          • Example 2: Writing time series to dedicated indices
          • Example 3: Filtering out data
          • Example 4: Obfuscating data
        • Using the management CLI
      • Content event processing
        • Default configuration
        • Migration considerations
    • Visualizing data
      • Business Performance Center overview
      • Definitions
      • Charts and Measurements
      • Tutorial: Monitoring the hiring process
        • Step 1: Define a goal
        • Step 2. Create a dashboard
        • Step 3: Using a dashboard
        • Summary
      • User roles
      • Setting up data permissions
        • Authoring permission management
        • Associating teams and sources
      • Creating and customizing dashboards and charts
        • Creating dashboards
        • Creating charts
        • Selecting data to display in charts
        • Refining data for charts
        • Displaying data in charts
        • Defining KPI thresholds
        • Creating drill-down charts
        • Setting time display format for durations
        • Enabling predictions
        • Enabling Workforce Insights
      • Setting goals
      • Creating your own monitoring sources
      • Working collaboratively with dashboards and charts
        • Exporting the content of a chart
        • Sharing dashboards and charts
          • Exporting and importing dashboards
          • User-owned dashboard - Use cases
      • Working with templates
        • Setting template permissions
        • Built-in dashboard templates
          • Workflow dashboards
          • Case dashboards
          • Content dashboard
          • Navigator dashboard
          • FileNet Workflow dashboards
          • Decisions dashboard
          • Automation Decision Services dashboards
          • BPMN process dashboard
        • User-owned dashboard templates
        • Using the REST API
      • Interacting with dashboards
        • Setting up alerts
        • Defining targets
        • Suggestions
        • Finding goals and dashboards
        • Changing the monitoring source in several charts
        • Creating dashboard filters on charts
      • Displaying dashboards and charts in an external web application
      • Troubleshooting
    • Storing data
      • OpenSearch data storage
        • Naming conventions for indices and aliases
        • Predefined OpenSearch aliases and indices
        • Custom events
        • Creating rollover indices
          • Rolling over indices: General procedure
          • Rolling over indices that store active summaries
        • Cleaning up indices
    • Troubleshooting
    • Administering
      • Checking the status of your cluster and BAI deployments
      • Pods within a Kubernetes cluster
      • Accessing Business Automation Insights services
      • Configuring for custom events
      • Configuring event emitters
        • Work context correlation
        • Retrieving information for connection to Kafka
          • Option 1: Retrieving information for connection to Kafka using commands
          • Option 2: Retrieving information for connection to Kafka using ConfigMap
        • Workflow event emitters configuration
        • Content event emitter configuration
        • ODM event emitter configuration
        • ADS event emitter configuration
        • Navigator event emitter configuration
          • Prerequisites
          • Configure Navigator event emitter for Navigator container deployment
          • Configure Navigator event emitter for On-prem Navigator installation
          • Customizing the configuration file
          • Initial event emitter configuration
      • Securing communications from event emitters to Kafka
        • From the BPM event emitter
          • Using your own keystore
          • Generating a truststore for the BPM event emitter
        • From the Case event emitter
          • Generating a truststore for the Case event emitter
      • Updating your Business Automation Insights custom resource
        • Configuring custom secrets
          • Creating custom-bai-secret
          • Creating custom-bpc-workforce-secret
        • Configuring Business Performance Center
        • Advanced updates
        • Backing up and restoring your deployment
        • Customizing Kafka resource
      • Moving to production
        • Prerequisites
        • Sizing your environment
        • Scaling an Business Automation Insights system
          • Job parallelism
          • Kafka partitions
          • Kafka retention period
        • Configuration for HA and fault tolerance
        • Adjusting parameter values
      • Operating Business Automation Insights
        • Operating an Apache Flink cluster
          • Cluster components
          • Specific configurations
            • For RocksDB properties
            • For Kafka properties
            • For Apache Flink job logging
          • Enabling Flink Job Manager high availability
        • Operating OpenSearch
          • OpenSearch capabilities for Business Automation Insights
          • Taking and restoring snapshots of OpenSearch data
            • Enabling snapshots repository
            • Taking snapshots by using _snapshot API
            • Restoring snapshots by using _snapshot API
          • OpenSearch security plug-in
      • Preparing your cluster for fault tolerance
        • Preparing against failure
        • Checkpoints and savepoints
        • Restarting from a checkpoint or savepoint
      • Securing communications and data
        • Securing communications to Kafka
        • Retrieving the Kafka truststore
        • Retrieving the Kafka username and password
      • Troubleshooting
        • Troubleshooting the Workflow event emitter
        • Troubleshooting the Content event emitter
        • Troubleshooting Case dashboards
        • Troubleshooting Apache Flink jobs
        • Troubleshooting Setup
    • Reference
      • IBM Business Automation Insights architecture
      • Reference for BAW events
      • Reference for Content events
      • Reference for ODM events
        • Operational Decision Manager time series formats
        • Raw decision event formats
      • Reference for ADS events
  • Common tools
    • Business Automation Navigator
      • Administering Business Automation Navigator
      • Troubleshooting Business Automation Navigator
    • Business Automation Studio
      • Projects
      • Business automations
      • Automation services
        • Granting access
        • Deploying
      • External automation services
        • Publishing
        • Deploying
        • Managing
        • Security considerations
  • Cloud Pak foundational services
  • Reference
    • Cloud Pak for Business Automation architecture
    • CP4BA multi-pattern deployment reference
      • Business Automation configuration parameters for OpenShift console
        • Advanced configuration of Automation Decision Services
        • Advanced configuration of Automation Document Processing
        • Advanced configuration of Business Automation Application
        • Advanced configuration of FileNet Content Manager
        • Advanced configuration of Operational Decision Manager
        • Advanced configuration of Workflow Authoring
        • Advanced configuration of Workflow Runtime and Workstream Services
        • Advanced configuration of Workflow Process Service Authoring
      • Custom resource configuration parameters
        • IBM Cloud Pak for Business Automation foundation parameters
          • Application Engine parameters
          • IBM Business Automation Insights parameters
            • Common and administration services parameters
            • Kafka parameters
            • Flink parameters
            • Application setup parameters
            • Event processing parameters
            • Business Performance Center parameters
            • Management service parameters
          • IBM Business Automation Navigator parameters
          • IBM Business Automation Studio parameters
        • IBM Automation Decision Services parameters
          • Decision Designer parameters
          • Decision runtime parameters
          • Shared parameters by Decision Designer and the decision runtime
        • IBM Automation Document Processing parameters
        • IBM Business Automation Application parameters
        • IBM Business Automation Workflow Runtime and Workstream Services parameters
        • IBM Business Automation Workflow Authoring parameters
        • IBM FileNet Content Manager parameters
          • Datasource parameters
          • IBM FileNet Content Manager common parameters
          • Monitoring parameters
          • Logging parameters
          • Content Platform Engine parameters
          • Content Search Services parameters
          • Content Management Interoperability Services parameters
          • Content Services GraphQL parameters
          • Task Manager parameters
          • Initialization parameters
          • Verify parameters
          • Directory Configuration Properties (SCIM Directory)
          • IBM Content Collector for SAP Applications parameters
          • IBM Enterprise Records parameters
          • FNCM License Service Reporter parameters
        • IBM Operational Decision Manager parameters
          • IBM Operational Decision Manager decision engine versions
        • IBM Workflow Process Service Authoring parameters
        • Shared configuration parameters
          • Custom external database configuration
          • LDAP configuration
          • Pattern configuration
          • Shared configuration
      • Custom resource statuses for components
      • Environment variables for silent mode installation
    • CP4BA FileNet Content Manager deployment reference
      • Custom resource statuses for components
      • FNCM configuration parameters for OpenShift Console
        • Advanced configuration of FileNet Content Manager
      • FNCM custom resource parameters
        • IBM FileNet Content Manager parameters
          • Datasource parameters
          • IBM FileNet Content Manager common parameters
          • Monitoring parameters
          • Logging parameters
          • Content Platform Engine parameters
          • Content Search Services parameters
          • Content Management Interoperability Services parameters
          • Content Services GraphQL parameters
          • Task Manager parameters
          • Initialization parameters
          • Verify parameters
          • IBM Content Collector for SAP Applications parameters
          • IBM Enterprise Records parameters
        • IBM Business Automation Navigator parameters
        • IBM Business Automation Insights parameters
          • Common and administration services parameters
          • Kafka parameters
          • Flink parameters
          • Event processing parameters
          • Business Performance Center parameters
          • Management service parameters
      • Shared configuration parameters
        • Custom external database configuration
        • LDAP configuration
        • Pattern configuration
        • Shared configuration
    • CP4BA Process Federation Server parameters
    • CP4BA Workflow Process Service Runtime parameters
    • CP4BA Audit Logging service log records
      • Automation Decision Services audit log records
      • Automation Document Processing audit log records
      • Business Automation Application audit log records
      • Business Automation Insights audit log records
      • Business Automation Navigator audit log records
      • Business Automation Studio audit log records
      • FileNet Content Manager audit log records
      • Operational Decision Manager audit log records
      • Workflow automation audit log records
      • Zen Service audit log records
    • Pod security context
    • Kubernetes API Access