Organizations face case management challenges that require insight, responsiveness, and collaboration. IBM® Case Manager, Version 5.2, is an advanced case management product that unites information, process, and people to provide the 360-degree view of case information and achieve optimized outcomes. With IBM Case Manager, knowledge workers can extract critical case information through integrated business rules, collaboration, and analytics. This easy access to information enhances decision-making ability and leads to more successful case outcomes. IBM Case Manager also helps capture industry preferred practices in frameworks and templates to empower business users and accelerate return on investment. This IBM Redbooks® publication introduces the case management concept. It includes the reason for and benefits of case management, and why it is different from the traditional business process management or content management. In addition, this book addresses how you can design and build a case management solution with IBM Case Manager and integrate that solution with external products and components. This book is intended to provide IT architects and IT specialists with the high-level concepts of case management and the capabilities of IBM Case Manager. It also serves as a practical guide for IT professionals who are responsible for designing, building, customizing, and deploying IBM Case Manager solutions.

The need to archive information is on the rise, driven by content and data growth, regulatory compliance, legal discovery, and data protection requirements. The IBM® Smart Archive strategy is a comprehensive, unified, and integrated archive strategy that combines IBM software, systems, and service capabilities that are designed to help organizations extract value and to gain new intelligence from information by collecting, organizing, analyzing, and using that information. IBM Enterprise Content Management (ECM) products and offerings combined with the IBM Information Archive device provides the type of end-to-end Smart Archive solution that is a critical component of the IBM Smart Archive strategy. This IBM RedpaperTM publication focuses on the benefit and technical details of the integration of ECM products and offering with the Information Archive device. We explain the need and concept behind the IBM Smart Archive strategy, provide an overview of the Information Archive device and ECM products and offerings, and discuss how integrating them can benefit an organization. The technical details that we provide include integrating the Information Archive device with the following ECM products and offerings: -- IBM FileNet® P8 -- IBM Content Manager -- IBM Content Manager OnDemand The Information Archive for Email, Files, and eDiscovery solution comes with the preintegrated and preconfigured Information Archive device and the preinstalled ECM software. The paper introduces technical sales people and IT specialists to the IBM Smart Archive strategy and the integration of Information Archive and ECM products and offerings. At the same time, it provides IT specialists specific guidance about performing the integrations.

IBM® Enterprise Content Management (ECM) software enables the world's top companies to make better decisions, faster. By controlling content, companies can use industry-specific solutions to capture, manage, and share information. Successful organizations understand that business content matters more than ever as mobile, social, and cloud technologies transform their business models. This IBM RedpaperTM publication introduces the mobile functionality offered in IBM Enterprise Content Management products: IBM Content Navigator, IBM Case manager, and IBM Datacap Mobile. This paper covers key security considerations for mobile application deployments. Many organizations are concerned about the usage of mobile devices for business use and the risk to enterprise data leakage. Mobile technology and mobile security practices have evolved to provide enterprises with all the tools they need to properly secure and manage mobile deployments. As with any best practices or tools, organizations must adopt and implement them for mobile solutions and mobile security to be effective. This paper provides the reader with a deeper look into each one of the IBM ECM mobile offerings and a full description of their current capabilities; using an end-to-end sample scenario covers a commercial real estate loan process. This paper is intended for both executives and technical staffs who are interested in obtaining a quick understanding of the mobile capabilities offered in the IBM Content Management portfolio and the application development functionality.

IBM® Enterprise Content Management (ECM) solutions provide efficient and effective ways to capture content, manage the content and business processes, discover insights from the content, and derive actions to improve business processes, products, and services. This IBM Redbooks® publication introduces and highlights some of the IBM ECM products that can be implemented and integrated together to create end-to-end ECM solutions: IBM Case Manager IBM Datacap IBM Content Manager OnDemand IBM Enterprise Records IBM WatsonTM Content Analytics IBM Content Classification For each product involved in the ECM solution, this IBM Redbooks publication briefly describes what it is, its functions and capabilities, and provides step-by-step procedures for installing, configuring, and implementing it. In addition, we provide procedures for integrating these products together to create an end-to-end ECM solution to achieve the overall solution objectives. Not all of the products are required to be integrated into an ECM solution. Depending on your business requirements, you can choose a subset of these products to be built into your ECM solutions. This book serves as a hands-on learning guide for information technology (IT) specialists who plan to build ECM solutions from end-to-end, for a proof of concept (PoC) environment, or for a proof of technology environment. For implementing a production-strength ECM solution, also refer to IBM Knowledge Center, IBM Redbooks publications, and IBM Software Services.

The integration of IBM® Enterprise Content Management (ECM) products with the Box for secure file sharing and collaboration opens new possibilities for achieving higher levels of capability within ECM. This IBM RedpaperTM publication describes how the integration of Box, IBM Content Navigator, IBM Case Manager, IBM Datacap, and IBM StoredIQ® products enables higher maturity in ECM, and distills the capabilities provided by each integration and the combination as a whole. By leveraging these IBM ECM technologies with Box, clients can realize the power of hybrid capabilities between on-premises and cloud systems. This paper shows you how to create an integrated, end-to-end solution that uses the capabilities of those IBM ECM products in conjunction with Box.

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

IBM® FileNet® Content Manager Version 5.2 provides full content lifecycle and extensive document management capabilities for digital content. IBM FileNet Content Manager is tightly integrated with the family of IBM FileNet products based on the IBM FileNet P8 technical platform. IBM FileNet Content Manager serves as the core content management, security management, and storage management engine for the products. This IBM Redbooks® publication covers the implementation best practices and recommendations for solutions that use IBM FileNet Content Manager. It introduces the functions and features of IBM FileNet Content Manager, common use cases of the product, and a design methodology that provides implementation guidance from requirements analysis through production use of the solution. We address administrative topics of an IBM FileNet Content Manager solution, including deployment, system administration and maintenance, and troubleshooting. Implementation topics include system architecture design with various options for scaling an IBM FileNet Content Manager system, capacity planning, and design of repository design logical structure, security practices, and application design. An important implementation topic is business continuity. We define business continuity, high availability, and disaster recovery concepts and describe options for those when implementing IBM FileNet Content Manager solutions. Many solutions are essentially a combination of information input (ingestion), storage, information processing, and presentation and delivery. We discuss some solution building blocks that designers can combine to build an IBM FileNet Content Manager solution. This book is intended to be used in conjunction with product manuals and online help to provide guidance to architects and designers about implementing IBM FileNet Content Manager solutions. Many of the features and practices described in the book also apply to previous versions of IBM FileNet Content Manager.

Organizations face case management challenges that require insight, responsiveness, and collaboration. IBM® Case Manager, Version 5.2, is an advanced case management product that unites information, process, and people to provide the 360-degree view of case information and achieve optimized outcomes. With IBM Case Manager, knowledge workers can extract critical case information through integrated business rules, collaboration, and analytics. This easy access to information enhances decision-making ability and leads to more successful case outcomes. IBM Case Manager also helps capture industry preferred practices in frameworks and templates to empower business users and accelerate return on investment. This IBM Redbooks® publication introduces the case management concept. It includes the reason for and benefits of case management, and why it is different from the traditional business process management or content management. In addition, this book addresses how you can design and build a case management solution with IBM Case Manager and integrate that solution with external products and components. This book is intended to provide IT architects and IT specialists with the high-level concepts of case management and the capabilities of IBM Case Manager. It also serves as a practical guide for IT professionals who are responsible for designing, building, customizing, and deploying IBM Case Manager solutions.

IBM® Content Navigator provides a unified user interface for your Enterprise Content Management (ECM) solutions. It also provides a robust development platform so you can build customized user interface and applications to deliver value and an intelligent, business-centric experience. This IBM Redbooks® publication guides you through the Content Navigator platform, its architecture, and the available programming interfaces. It describes how you can configure and customize the user interface with the administration tools provided, and how you can customize and extend Content Navigator using available development options with sample code. Specifically, the book shows how to set up a development environment, and develop plug-ins that add an action, service, and feature to the user interface. Customization topics include implementing request and response filters, external data services (EDS), creating custom step processors, and using Content Navigator widgets in other applications. This book also covers mobile development, viewer customization, component deployment, and debugging and troubleshooting. This book is intended for IT architects, application designers and developers working with IBM Content Navigator and IBM ECM products. It offers a high-level description of how to extend and customize IBM Content Navigator and also more technical details of how to do implementations with sample code.

Organizations face many challenges in managing ever-increasing documents that they need to conduct their businesses. IBM® content management and imaging solutions can capture, store, manage, integrate, and deliver various forms of content throughout an enterprise. These tools can help reduce costs associated with content management and help organizations deliver improved customer service. The advanced document capture capabilities are provided through IBM Datacap software. This IBM Redbooks® publication focuses on Datacap components, system architecture, functions, and capabilities. It explains how Datacap works, how to design a document image capture solution, and how to implement the solution using Datacap Developer Tools, such as Datacap FastDoc (Admin). FastDoc is the development tool that designers use to create rules and rule sets, configure a document hierarchy and task profiles, and set up a verification panel for image verification. A loan application example explains the advanced technologies of IBM Datacap Version 9. This scenario shows how to develop a versatile capture solution that is able to handle both structured and unstructured documents. Information about high availability, scalability, performance, backup and recovery options, preferable practices, and suggestions for designing and implementing an imaging solution is also included. This book is intended for IT architects and professionals who are responsible for creating, improving, designing, and implementing document imaging solutions for their organizations.