Upgrading from IBM Case Manager to IBM Business Automation Workflow V21.0.3

Table of Contents

• Upgrading IBM Case Manager to IBM Business Automation Workflow V21.0.3
• Frequently asked questions
• Additional information

Upgrading IBM Case Manager to IBM Business Automation Workflow V21.0.3

To upgrade IBM Case Manager to IBM Business Automation Workflow, complete the following instructions:

1. Download IBM Business Automation Workflow V20.0.0.1 from Passport Advantage.
2. Download the IBM Business Automation Workflow V21.0.3 fix pack repository to a local directory. For more information, see Downloading the repositories to the local system. If you are installing the fix pack interactively by using IBM Installation Manager to connect to the live repository, this step is not required.
3. Install IBM Business Automation Workflow V21.0.3. For more information, see Installing and Configuring IBM Business Automation Workflow and its OS-specific custom installation subtopics (such as the Linux topic Installing IBM Business Automation Workflow). Do not use a typical installation for IBM Case Manager upgrade scenarios. For more information on configuring the deployment environment, see the optional step 3 in Upgrading your IBM Case Manager system by using an external IBM Content Navigator.
   
   Note:
   If you are using the launchpad for installation and you have Internet access, you must include the cumulative fix from the live repository during installation. When you start the launchpad, you are also prompted to update the launchpad. Click Update. Otherwise, if you do not have Internet access, you must install the cumulative fix and the launchpad update (if you want to use the launchpad) from local directories:
   1. From http://public.dhe.ibm.com/software/websphere/bpm/repositories/server/launchpad/1800/, download both files for the launchpad interim fix and put them into a directory on your local system.
   2. Create the following file:
      On Windows:  C:/users/user_name/bpm_updates.properties
      On Linux or UNIX:  /user_home_directory/bpm_updates.properties
   3. In the bpm_updates.properties file, add text to point to the location of the cumulative fix and the launchpad interim fix in your local system, for example:
      launchpad.1=interim_fix_location
      fixpack.BPM_CF=local_repository_path
      For more information about installing upgrades from a local directory, see step 1 of Installing and configuring Workflow Center in the product documentation.
   Note:
   - You can upgrade to IBM Business Automation Workflow from IBM Case Manager V5.3.3, V5.3.2, or V5.2.1.7. It is generally recommended that you upgrade to IBM Business Automation Workflow from IBM Case Manager V5.3.3. However, if you want to upgrade from a different supported version of IBM Case Manager, see Troubleshooting IBM Case Manager system upgrades.
   - Rolling upgrade is not available as a solution upgrade is required when upgrading from IBM Case Manager to IBM Business Automation Workflow 21.0.3.
    
4. Review the information in the topic Upgrading IBM Case Manager to IBM Business Automation Workflow. It provides guidance on configuring an external Content Platform Engine and external IBM Content Navigator. After you reviewed the information, follow the instructions in Upgrading your IBM Case Manager system by using an external IBM Content Navigator.
   
   Note: Ensure that the external Content Platform Engine that you configure with IBM Business Automation Workflow is the existing Content Platform Engine environment that is being used with IBM Case Manager for your Design Object Store and Target Object Store. Thus, you can continue to see the solutions that were created in IBM Case Manager, from both a design and runtime perspective, in IBM Business Automation Workflow.
   Note: Also, ensure that the external IBM Content Navigator that you configure with IBM Business Automation Workflow is the existing IBM Content Navigator environment that is used with IBM Case Manager. Thus, you can continue to use the same configurations and customizations in IBM Content Navigator after you upgrade to IBM Business Automation Workflow.
   Note: Ensure that the properties for Lightweight Directory Access Protocol (LDAP) configuration used by both IBM Business Automation Workflow and FileNet Content Manager are matching.
   For example, the user and group name attributes:
   - Business Automation Workflow - user-full-name-prop and group-name-prop
   - Content Platform Engine - userShortNameAttribute and GroupNameAttribute
   For more information, refer to Configuring the user registry and Directory service providers.
5. Upgrade the existing solutions. See Upgrading and converting case solutions.
6. If you use extended capabilities in IBM Case Manager, such as IBM Forms, refer to the help topic Extending your case management system.
7. If you want more information about more installation options, silent installation, or rollback of IBM Business Automation Workflow V21.0.3, select the Installing the cumulative fix tab.

Frequently asked questions

Additional information