Installation and Configuration of IBM FileNet Information Management Software

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The definitive guide to installing and configuring IBM FileNet Information Management software KEY FEATURES ● Get guidance on installation and configuration, including troubleshooting. ● Prepare thoroughly for installation to ensure a smooth and successful deployment. ● Install or upgrade Case Manager, Content Search, Case Analyzer, Monitor Dashboard, and WebSphere. DESCRIPTION Whether you're a beginner or an experienced administrator, this book will help you master the installation and configuration of IBM FileNet Information Management software. This book provides detailed instructions and practical techniques for preparing, configuring, and deploying IBM software products. From IBM BAW 18.0 and IBM Security Directory Suite 8.x to IBM Content Search Services 5.5.x and Oracle 12C, this book covers the essential prerequisites and installation processes for each system platform. You'll also learn about setting up supporting systems like IBM Case Manager and IBM Workflow Center and integrating components like WebSphere, IBM Content Navigator, and Case Monitor Dashboard. By the end of the book, you will have acquired the necessary knowledge and skills to effectively prepare, configure, and deploy different IBM software products. WHAT YOU WILL LEARN ● Learn how to access the comprehensive list of IBM Resources and Technical References. ● Understand the procedures for IBM Installation downloads and using the Software Compatibility Matrix. ● Get familiar with the tools available for system monitoring, such as the IBM SCout tool for System Sizing. ● Download, prepare, and successfully install IBM Fix Packs, IBM Cloud systems, and RedHat OpenShift. ● Know how to install and set up IBM Directory Services Security for Users and Groups. WHO THIS BOOK IS FOR This book is for IT consultants, systems and solution architects, and data analysts and developers who need to document proposals for the sizing and requirements of IBM software products for banks and insurance companies. It also provides guidance on document management, workflow, and case management solutions. TABLE OF CONTENTS 1. Introduction 2. Installation Preparation 3. System Sizing 4. Installation Downloads 5. Operating System and Platforms 6. Security and Users 7. IBM BAW 21.0.3 Upgrade Installation from BAW 18.6.1.19002 8. Cloud Based Systems 9. IBM Security Directory Server for IBM Content Foundation 10. Installing IBM WebSphere 9.0.5.14 11. Problem Resolution Procedures and Installing DB2 11.5.7 12. Installing IBM Content Foundation 5.5.10 13. Installing Content Navigator 3.0.13 and Case Manager 5.3.3 14. Importing the Case Manager Solution 15. Configuring the Case Manager Solution 16. Installing and Configuring IBM Content Search Services 5.5.10 17. Installing and Configuring IBM Case Analyzer 5.5 and IBM Case Monitor Dashboard 5.3.3

Author(s): Alan Bluck
Publisher: BPB Online
Year: 2023

Language: English
Pages: 961

Cover
Title Page
Copyright Page
Dedication Page
About the Author
About the Reviewer
Acknowledgements
Preface
Table of Contents
1. Introduction
Introduction
Structure
Objectives
1.1 IBM resources
1.1.1 License requirements UVU PVU
1.1.2 Fix Pack Location and versions
1.1.3 Compatibility matrix URLs
1.2 IBM Redbook publications
1.3 ASB Software Development Limited Publications
1.4 Online technical references
1.4.1 Supporting databases
1.4.2 Component interactions with system architecture diagrams and performance issues
1.4.3 Upgrade paths and supported versions for upgrade
1.4.4 Version end-of-life and roadmap
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
2. Installation Preparation
Introduction
Structure
Objectives
2.1 IBM component software compatibility matrix
2.2 IBM download procedures
2.2.1 Downloading the IBM eAssembly components for Linux
2.2.2 IBM download director installation and use
2.2.2.1 License restrictions
2.2.2.2 IBM download and licensing jars for DB2
2.2.3 IBM Installation Manager download options and procedure
2.3 On-premises server configurations and prerequisites - RedHat 8.0
2.3.1 RedHat Linux downloading and using of subscription manager
2.3.2 Use of ftp/sftp, VMware mapped folders and ssh/scp for file copy
2.4 On-premises server configurations and prerequisites - Windows 10.0
2.5 On-premises server configurations and prerequisites - RedHat Openshift 4.x
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
3. System Sizing
Introduction
Structure
Objectives
3.1 IBM ICCP Tool (SCout) for system sizing
3.1.1 The procedure to collect report data for the IBM ICCP (IBM SCout) tool
3.1.1.1 Installation of the IBM system dashboard for Enterprise Content Management
3.1.1.2 To create an IBM ICCP report
3.1.1.2.1 Virtualized environment modelling (that is, Hypervisor / VMware hosted systems)
3.1.1.2.2 IBM FileNet Process Engine Server Farming & Sizing
3.1.1.2.3 IBM ICCP Interface Overview and Layout
3.2 Inputs required from the client
3.2.1 ICCP for Watson Advanced Care Insights
3.2.2 ICCP walkthrough wizard
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
4. Installation Downloads
Introduction
Structure
Objectives
4.1 IBM Fix Packs
4.2 IBM Cloud Pak systems - setting up an IBM Cloud account
4.2.1 The IBM Cloud Dashboard
4.2.2 Kubernetes
4.2.3 VPC infrastructure
4.3 Docker Container installation
4.3.1 Docker account creation
4.3.2 Installing Docker
4.3.2.1 Installing Docker 18.09.2 on RHEL 8.0
4.4 RedHat OpenShift 4.x installation
4.4.1 Overview
4.4.2 Pre-requisites
4.4.3 Firewall configuration
4.4.4 Installation downloads
4.4.5 Required machines
4.4.6 Network connectivity requirements
4.4.7 Certificate signing requests
4.4.8 Creating the user-provisioned infrastructure
4.4.9 Generating an SSH private key
4.4.10 Obtaining the installation program
4.4.11 Installing the CLI
4.5 IBM Cloud Private installation
4.5.1 Installing a Linux DNS server on VMware 15.1
4.5.1.1 Red Hat Linux RHEL 8.1
4.5.1.2 Installing a Linux DNS Server on VMware 15.1
4.5.1.3Update of libraries and X-Window installs to match IBM Content Foundation 5.5.3 requirements
4.5.1.4 Installing “xorg-x11-apps” package in RHEL9
4.5.2 Boot Node requirements
4.5.3 Installing bind and configure to create a DNS Server
4.5.4 Configuring the firewall
4.5.5 Back up the main configuration files
4.5.6 Set up the DNS server with a static IP address
4.5.7 Installing Docker 18.09.2 on CentOS 8.0
4.5.8 Installing IBM Private Cloud
4.6 Red Hat Linux 8.x installation on VMWare
4.6.1 Download RHEL 8.0 iso image
4.6.2 Installing Red Hat Linux 8.0 on VMware
4.6.3 Updating of libraries and X-Window installs
4.6.4 Environment
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
5. Operating System and Platforms
Introduction
Structure
Objectives
5.1 IBM Cloud Pak systems
5.1.1 Storage creation
5.1.2 Resources
5.1.3 Cloud Foundry
5.1.4 OpenShift
5.1.5 VMware
5.1.6 Blockchain
5.1.7 Managed solutions
5.1.8 Billing and usage – Cloud pricing
5.2 Docker commands
5.2.1 Docker pull command
5.2.2 Docker exec command
5.2.3 Docker ps command
5.2.4 Docker run command
5.3 RedHat OpenShift Cluster Management
5.3.1 Boot node requirements
5.3.2 Internet and telemetry access
5.3.3 Minimum resource requirements
5.3.4 Certificate signing requests
5.3.4.1 RHEL 8 System registered through the subscription manager
5.3.4.2 Red Hat CentOS 8.0 Streaming
5.3.4.3 CENTOS 8 download and install
5.4 VMWare 16.6.x upgrade
5.5 CentOS 8.0 streaming upgrade
5.6 Install IBM Private Cloud
5.7 Red Hat Linux 8.x Installation on VMWare
5.7.1 Download RHEL 8.0 iso image
5.7.2 Checking available repositories
5.7.3 Korn shell and user creation
5.8 Windows 10 server
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
6. Security and Users
Introduction
Structure
Objectives
6.1 Preparation for IBM Security Directory Services
6.1.1 Download from IBM PartnerWorld Software Access Catalog or passport advantage
6.1.2 Korn Shell and user creation
6.1.2.1 Commands to create the LDAP user and group
6.2 Downloading installation manager
6.3 Running the installation for IBM Installation Manager
6.3.1 Installing WebSphere 8.5.5 Fix Pack 20
6.4 Installation of WebSphere 8.5.5.x
6.5 Installing IBM Security Directory Server 6.4 components
6.5.1 Installation using the disk image file, sds64-linux-x86-64.iso
6.5.1.1 Directory server instance owner
6.5.1.2 Adding grrdbm01 primary group to root user
6.5.1.3 Resolving the problem
6.5.1.4 Change the hostname to ECMUKDEMO6
6.6 IBM Security Directory Suite 8.0
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
7. IBM BAW 21.0.3 Upgrade Installation from BAW 18.6.1.19002
Introduction
Structure
Objectives
7.1 IBM Workflow Center 8.6
7.1.1 Restarting and upgrading the system
7.1.2 Transferring the downloaded upgrade software packages
7.1.3 Using the IBM Installation Manager to run the Upgrade
7.1.3.1 Important post installation upgrade
7.1.4 Adding an unmanaged node
7.1.5 Installing a stand-alone installation in IBM BPM 8.x
7.1.6 Creating the PFS Process Federation Server on Liberty
7.1.7 IBM Business Process Management V8.5.7
7.1.8 Advanced Linux custom using the command line with DB2 Express
7.1.8.1 Settings using the advanced BPMConfig installation
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
8. Cloud Based Systems
Introduction
Structure
Objectives
8.1 Installing IBM Cloud private and IBM FileNet P8 CPIT
8.1.1 Installing IBM Private Cloud
8.1.2 System requirements
8.1.3 Single node cluster hardware requirements
8.1.3.1 Master and Boot Node Requirements
8.1.3.2 Using docker pull on the Master Boot Node
8.1.4 Master node requirements
8.1.4.1 Installation procedure
8.1.4.2 Installing the Fix Pack icp-3.2.1.2203-build601095-48411
8.2 Installing Eclipse Codewind and Docker Compose with IBM Cloud Private CE
8.3 Preparing a new Object Store for IBM Cloud Private P8 Container CPIT
8.3.1 Requirements and prerequisites
8.3.1.1 Preparing for container installation
8.3.1.2 Preparing Content Platform Engine for a 2nd Object Store
8.3.1.3 Creating the script for OS2DB.sh
8.3.1.4 setup_db2_for_OS2DB.sh
8.3.1.5 Edit the deployDB2_OS2DB.sh shell script file
8.3.1.6 Edit the createP8OS2.sh shell script file
8.3.1.7 Editing the MainCreateTargetOS.sh shell script
8.3.1.8 Log into the acce tool to create the Object Store and Workflow sub-system
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
9. IBM Security Directory Server for IBM Content Foundation
Introduction
Structure
Objectives
9.1 Supporting IBM System Components (IBM Security Directory Suite)
9.1.1 Resources
9.1.2 Installing a new LDAP Server
9.1.3 Installing IBM Security Directory Suite
9.1.3.1 Configuring the second Host only Network Card
9.1.3.2 Adding users and groups to the container, cn=localhost
9.1.3.3 Adding the LDAP groups
9.1.3.4 Managing server properties to add a new Suffix, o=asbsoftware
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
10. Installing IBM WebSphere 9.0.5.14
Introduction
Structure
Objectives
10.1 Installing IBM WebSphere
10.1.1 Steps to create a profile AppSrv01
10.1.2 Repeating above steps to create a second profile AppSrv02
10.1.3 Setting up the LDAP Server authentication
10.1.4 Setting up the Firewall ports
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
11. Problem Resolution Procedures and Installing DB2 11.5.7
Introduction
Structure
Objectives
11.1 Problem resolution procedures for fixing software installation issues
11.1.1 IBM WebSphere configuration issues and fixes
11.1.1.1 Deleting a WebSphere Profile (if required)
11.1.1.2 WebSphere 9.0.5 timeouts and configuration
11.1.1.2.1 Disabling HTTPOnly settings for Java applets
11.1.1.2.2 Configuring the LTPA Timeout for IBM Case Manager
11.1.1.2.3 To do before resetting a test environment in IBM case builder
11.1.1.3 Custom WebSphere property for separate profiles in the Same Server
11.1.1.4 Unticking the Java 2 security for both profiles (AppSrv01 and AppSrv02)
11.1.1.5 LTPA keyset configuration and key export and import
11.2 Installing and configuring IBM Db2 database
11.2.1 Creating a GCD database using DB2
11.2.2 Db2 database SQL creation
11.2.2.1 Creating and updating the DB2 database
11.2.2.2 Creating the DB2 SQL script for the object stores for Linux environments
11.2.2.3 WebSphere environment for the database JDBC jar files
11.2.2.4 Setting the DB2 environment variables
11.2.3 Db2 configuration issues and fixes
11.2.3.1 Procedure to drop DB2 GCD database schema tables to rebuild the P8 domain
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
12. Installing IBM Content Foundation 5.5.10
Introduction
Structure
Objectives
12.1 Installing IBM Content Foundation 5.5.10
12.1.1 Installing ICF 5.5.10
12.1.1.1 Select the Oracle or DB2 JDBC Driver
12.1.1.2 Configuring GCD for DB2 11.5 Fix Pack 14 Database
12.1.1.3 Configuring the DB2 DOS1 Development Object Store
12.1.1.4 Copy the Configure Object Store JDBC task for the TOS1 Target Store
12.1.1.5 Example of configuring for Oracle GCD database
12.1.1.6 Open LDAP and DB2 ports 389, 2809 and 25010 and 50000 connections
12.1.1.7 Starting the FileNet Engine application
12.1.1.8 Creating the DOS1 Object Store Workflow System
12.1.2 Installing ICF Client 5.5.10
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
13. Installing Content Navigator 3.0.13 and Case Manager 5.3.3
Introduction
Structure
Objectives
13.1 Installing IBM Content Navigator 3.0.6
13.1.1 Creating the ECM Database for IBM Content Navigator
13.1.2 Downloading the latest IBM Content Navigator Version 3.0.13
13.2 Installing Case Manager 5.3.3
13.2.1 Downloading the IBM Case Manager Interim Fix software package
13.2.2 Configuring the development environment by running the following tasks
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
14. Importing the Case Manager Solution
Introduction
Structure
Objectives
14.1 Importing the Case Manager solution
14.1.1 Resources
14.1.2 Rules ODMMessages.jar copy to fix the solution validate issues
14.1.3 Installing standalone Process Designer
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
15. Configuring the Case Manager Solution
Introduction
Structure
Objectives
15.1 Creating the supporting AUTOC Database and eForms
15.1.1 Fixing for error FNRPA0663E with standalone Process Designer
15.1.2 Working version of the GetPolicyData Stored Procedure
15.1.3 Importing eForm templates
15.1.4 Downloading and Installing IBM P8 eForms Designer Fix Pack 4
15.1.5 Adding the three eForm templates to a folder in the target Object Store
15.1.6 Updating the links to the eForm templates in the Auto Claim tasks
15.1.7 FNOL eForm JDBC data source
15.1.8 Opening the FNOL eForm in the eForms Designer Tool File | Open
15.1.9 IBM License agreement for the Auto Claims solution
Downloader agreement
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
16. Installing and Configuring IBM Content Search Services 5.5.10
Introduction
Structure
Objectives
16.1 Installing and configuring IBM Content Search Services 5.5.10
16.1.1 Installing CSS on ecmukdemo
16.1.2 Starting the CSS Server
16.1.3 Using the mount points
16.1.4 Creating an Affinity Group called Search2
16.1.5 Creating a new search server object for the P8 domain
16.1.6 Creating an Index area on CPE on ecmukdemo6
16.1.7 Enabling CBR (Content Based Retrieval) on an Object Store
16.1.8 Ticking the box to enable Content Search Services
16.1.9 Adding the CBR flag for the AbstractText property
16.1.10 Importing a published installation document
16.1.11 Indexing existing documents
16.1.12 CSS Text processing Jobs all Terminated Normally on OS1
16.1.13 Searching using Content Navigator
16.1.14 CSS Shared area with indexes for OS1
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms
17. Installing and Configuring IBM Case Analyzer 5.5 and IBM Case Monitor Dashboard 5.3.3
Introduction
Structure
Objectives
17.1 Installing and Configuring IBM Case Analyzer 5.5
17.1.1 Creating an IBM FileNet CASTORE Datasource pair for the Datasource
17.1.2 Creating a CASTORE database using DB2
17.1.3 Creating Websphere Datasources
17.2 IBM Case Monitor Dashboard 5.3.3 plugin
Conclusion
Points to remember
Multiple choice questions
Answers
Questions
Key terms