Steps to create Case Manager client for Development purpose:

Create Case Manager VMWare client for Development purpose:

One of the biggest challenge for developing IBM products is setting up development environment. I spent several days to setup VMWare client which acts as development machine. In my case my VMWare will have just WAS, ICN and ICM installed. All other server side component like Design Object Store, Target Object Store, Repository, Security etc are deployed and configured in server.

Below are the high level steps on how to setup development box for Case Manager development

• Update clean version of Windows 2012 with latest windows update.
• Enter all required entries (all server details) in c:\Windows\System32\drivers\etc\hosts file.
• Install WAS 8.5
• Create profile  (development version) in WAS.
• Login to WAS web console. Make sure Security --> Global Security section of local WAS matches with Development Server.
• Export LTPA keys from server and import to local WAS
• Install ICN 2.0.3
• Install Case Manager 5.2.1.
• Copy ICN Profile from Server. Typical path of the ICN profile is in C:\Program Files (x86)\IBM\ECMClient\configure\profiles\
• Copy navigatorEar.ear file from server
• Open the profile in Content Navigator Configuration and Deployment Tool in local VMWare. Update profile attributes with local WAS details. Deploy newly copied “navigatorEar.ear” file.
• Copy ICM profile from Server. Typical location of the profile is C:\Program Files (x86)\IBM\CaseManagement\configure\profiles\
• Copy “CaseBuilder.ear” and “CaseManager.war” files from server.
• Open Case Manager Configuration tool. Update the profile properties with local WAS, local ICN and remove FileNet attributes. Run below tasks
• Deploy the Case Manager API
• Deploy Case Manager Builder
• Restart WAS

Note: While create VMWare as case manager client, I had to do plenty of back and forth. The above steps are to the best of my knowledge.

Datacap 8.1 - Branching

Create workflow:

Login to Task master web interface.

Click on "Administrator" menu.

Select "Workflow" option.

Click on application name. In below screen shot "Purchase Orders"

Click on "New" button.

Enter "Name" and "Description" values and click on "Apply" button

Add task to workflow:

Select newly created workflow. In below screen shot "SEM".

Click on "New" button.

Enter "Name", "Description" and other details as per below screen shot. In below screenshot "Verify" is new task.

Select appropriate program from "Program" dropdown.

Branching:

In the below example we are branching PageId task based on certain conditions.

Select task name (in this case PageId) which needs to be branched.

Select "Router" as mode.

Type comma separated workflow names to "Return Conditions".

Select each condition and set values similar to below screen shot.

Setting routing conditions in Datacap Model

Task_NumberOfSplits and Task_RaiseConditions are key custom actions here

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Smart SQL Setup for Oracle - Datacap 8.1

• Install Oracle client tools
• Create folder if does not exists C:\app\<<UserId>>\product\11.2.0\client_1\network\admin
• Copy  tnsnames.ora file to above folder with appropriate connection values.
• Create TNS_ADMIN environment system variable and point to  C:\app\<<UserId>>\product\11.2.0\client_1\network\admin\
• Create Oracle System DSN:
• Open C:\Windows\SysWOW64\odbcad32.exe in Administrator mode.
• Select “System DSN” tab.
• Click on “Add” button.
• Select “Oracle in OraClient11g_home1” driver

• Enter required input values.
• Click on “Test Connection” button. It would prompt for password.

• Create DataSource in "Taskmaster Application Manager"
• Click “Add New” in “Datasource Connection String Values in Taskmaster Format” section.
• Enter required values in Connection String editor popup window.

• Implement SmartSQL in Datacap model.

Datacap 9 Navigator Customization options

• After Datacap app is created in Datacap Studio, most of the administrative activities can be performed through Web (ICN).
• Datacap exposes RESTFull Web Services. So Customization opportunities are wide open.
• Typical URL for IIS Service: http://<<Host Name>>:808/ServicewTM.svc
• Typical URL for Windows Service: http://<<Host Name>>:82/Service
• Custom Panel:  It is data entry screen. Most of time we might want to customize this.
• ICN allows us to design custom panels with in Datacap Admin desktop.
• Good control on Layout of the Panel.
• It provides all basic UI validations options like RegEx, Read-Only, Mandatory etc.
• Dropdown field can be bound to SQL Query against database.
• <SQL flist='CaseType dsn="*/lookupdb:cs">SELECT CaseType FROM CaseTypes</SQL>
• External Data Services (EDS): Extend Custom Panel using EDS.
• Using this we can get data from external data sources using web services.
• UI fields properties and behavior can be controlled up to some extend
• Enable Lookup values in dropdown box.
• Prefil properties with default values based on ClassID, logged in user, parent folder etc.
• Populate values based on other dropdown list.
• Behaviour like readonly, mandatory, hidden.
• Validation of properties
• Custom Panel does not give us option to add new Action. This could be a significant hurdle for customization.
• Since it is under Content Navigator platform, we can leverage all ICN customization options.