First-time deployment of an application

Sample scenario of assets to deploy and object name, type, LDAP source, and destination and asset location information.

This sample scenario takes you through the steps of a first-time deployment of an application; that is, the assets of the application in the source environment do not yet exist in the destination environment. The scenario lists a set of sample FileNet® P8 asset to be deployed, and specifies the steps to deploy the assets and to verify the deployment on the destination environment.

Using high-level deployment steps, here is an example of each step, illustrated with the actions of a third-person administrator, who operates in the context of the sample scenario. The sample scenario assumes that the source and destination systems are available to the administrator.

Assets to be deployed

The following tables identify the authorized LDAP users for the source and destination systems, the source and destination object stores, and the FileNet P8 assets to be deployed.

LDAP users

Except for the Admin user, the authorized LDAP users for the source and destination environments are different. Therefore, the administrator must map the source security principals to the destination security principals.

LDAP Source Object Name
SourceGroup1
SourceGroup2
SourceGroup3
SourceGroup4
SourceGroup5
SourceGroup1
SourceGroup2
SourceGroup3
SourceGroup4
SourceGroup5
Admin Admin
SourceUser1
SourceUser2
SourceUser3
SourceUser4
SourceUser5
SourceUser1
SourceUser2
SourceUser3
SourceUser4
SourceUser5
LDAP Destination Object Name
DestinationGroup1
DestinationGroup2
DestinationGroup3
DestinationGroup4
DestinationGroup5
DestinationGroup1
DestinationGroup2
DestinationGroup3
DestinationGroup4
DestinationGroup5
Admin Admin
DestinationUser1
DestinationUser2
DestinationUser3
DestinationUser4
DestinationUser5
DestinationUser1
DestinationUser2
DestinationUser3
DestinationUser4
DestinationUser5

Object stores

The source and destination environments each contain two object stores. The application assets to be deployed are on SourceOS1, and are deployed to DestinationOS1. Therefore, the administrator must map these two object stores to each other. The P8Demo object stores are not used for deployment.

Source Object Store Destination Object Store
P8Demo P8Demo
SourceOS1 DestinationOS1

FileNet P8 assets

The following FileNet P8 assets are stored on the source Content Platform Engine, unless otherwise noted. The "Location" column specifies the navigation path to the asset by using IBM® Administration Console for Content Platform Engine.

The assets are grouped by the FileNet P8 system that they support. Included in a Content Platform Engine installation are the core Content Platform Engine assets. The other assets support workflow systems, which integrate with Content Platform Engine.

In this sample scenario, the assets to be deployed are customer invoice-related objects, consisting primarily of an invoice folder, its contained documents, and associated metadata (property template and classes). Other invoice-related objects are a workflow subscription, a workflow definition that is referenced by the workflow subscription, and a stored search.

After the assets are imported to the destination environment, the assets in this list are deployed, except for the workflow definition and the workflow subscription. After you import the workflow definition and workflow subscription to the destination Content Platform Engine, the administrator must manually transfer the workflow definition to the destination workflow system. Then, the administrator must modify the workflow subscription configuration to use the transferred workflow definition.

The tools that are required for deploying this sample set of assets are FileNet Deployment Manager and IBM Administration Console for Content Platform Engine.

Content Platform Engine Core Object Name Content Platform Engine Object Type Source LDAP Assignment Destination LDAP Assignment Location
1 property template (which is displayed on the new class definitions) InvoiceNumChar_PropTemplate Property Template
SourceGroup1
SourceGroup2
SourceGroup3
SourceGroup4
SourceGroup5
Admin
DestinationGroup1
DestinationGroup2
DestinationGroup3
DestinationGroup4
DestinationGroup5
Admin
Object Stores > SourceOS1 > Data Design > Property Templates
1 new "Invoice" document class definition Invoice_DocClass Document Class
SourceGroup1
SourceGroup2
Admin

The following security principals are removed:
SourceGroup3
SourceGroup4
SourceGroup5
DestinationGroup1
DestinationGroup2
Admin

The following security principals are removed:
DestinationGroup3
DestinationGroup4
DestinationGroup5
Object Stores > SourceOS1 > Data Design > Classes > Document
1 new "CustomerInvoices" folder class definition Invoice_FolderClass Folder Class
SourceGroup1
SourceGroup2
Admin

The following security principals are removed:
SourceGroup3
SourceGroup4
SourceGroup5
DestinationGroup1
DestinationGroup2
Admin

The following security principals are removed:
DestinationGroup3
DestinationGroup4
DestinationGroup5
Object Stores > SourceOS1 > Browse > Root Folder > Other Classes > Folder
1 folder of type CustomerInvoices Customer Invoices Folder Folder
SourceGroup1
SourceGroup2
Admin
DestinationGroup1
DestinationGroup2
Admin
Object Stores > SourceOS1 > Browse > Root Folder > Customer Invoices
1 document of type Invoice Invoice Document Document
SourceGroup1
SourceGroup2
Admin
DestinationGroup1
DestinationGroup2
Admin
Object Stores > SourceOS1 > Browse> Root Folder > Customer Invoices Folder
1 workflow definition document InvoiceWorkflowDefinition Workflow Definition
SourceGroup3
SourceGroup4
Admin
DestinationGroup3
DestinationGroup4
Admin
Object Stores > SourceOS1 > Browse > Root Folder > Customer Invoices Folder
1 workflow subscription InvoiceWorkflowSubscription Workflow Subscription
SourceGroup3
SourceGroup4
Admin
DestinationGroup3
DestinationGroup4
Admin
Object Stores > SourceOS1 > Events, Actions, Processes > Events > Subscriptions
Workflow system Object Name Content Platform Engine Object Type Source LDAP Assignment Destination LDAP Assignment Location
1 workflow queue definition WorkflowQueueDefinition Workflow Queue Definition
SourceGroup3
SourceGroup4
Admin
DestinationGroup3
DestinationGroup4
Admin
This workflow system asset is not stored in the object store. It is referenced by the workflow definition document in Object Stores > SourceOS1 > Browse > Root Folder > Customer Invoices Folder v2.
IBM Content Navigator Object Name Content Platform Engine Object Type Source LDAP Assignment Destination LDAP Assignment Location
1 stored search StoredSearch Stored Search
SourceGroup3
SourceGroup4
Admin
DestinationGroup3
DestinationGroup4
Admin
Object Stores > SourceOS1 > Browse > Root Folder > Customer Invoices Folder v2.