IBM Case Manager 5.2: Customize & Extend the Features

This intermediate course is for developers who are responsible for:

• Customizing and extending the IBM Case Manager features by developing widgets
• Building a customized user interface for IBM Case Manager
• Anyone who needs to know the IBM Case Manager customization.

Customize the Case Manager Client User Interface

• Customize the banner and the login page
• Associate a custom icon for a MIME type
• Modify labels in the IBM Case Manager Client
• Create a Viewer Map for PDF files
• View the Microsoft Word documents in the FileNet Viewer
• Edit the existing help topics
• Create a help plug-in
• Customize the toolbar to implement actions
• Add a custom action as a menu item

Use Scripts to Customize Case Manager Client

• Use Script Adapter to customize the Case client
• Create a toolbar button to start a task
• Dynamically add a choice list to a case property
• Validate the data based on a step response
• Create a case custom workbench page
  • Configure your system for the workbench page
  • Add a Script Adapter to filter In-baskets
  • Add a Script Adapter to filter cases

Develop Custom Widgets

• Create an IBM Content Navigator plug-in project in Eclipse
• Create catalog and widget definition JSON files
• Implement a custom widget (Custom search)
• Build and register the widget package
• Test the custom widget
• Create a Java project in Eclipse for a widget package
• Implement toolbar and menu for your widget
• Define widget properties, and add event handling for your widget
• Build and deploy the widget package with an EAR file
• Troubleshoot
• Update an existing widgets package with new widgets (Custom case comment widget as an example)
• Uninstall a custom widget package in IBM Case Manager

Implement External Data Services (EDS)

• Check the sample EDS configuration
• Change the field status dynamically for a property
• Add an external choice list with EDS
• Create dependent choice lists with EDS
• Implement case property validation
• Prefill an initial value for a case property
• Set the case property field status as required
• Appendix: Steps to set up the sample External Data Service

Customize the Case Manager Client User Interface

• Customize the Case Manager Client appearance
• Customize the Banner appearance
• Customize the login page
• Change Icons for the client
• Modify the labels in the Case Manager Client
• Specify Viewers for File Types
• Viewer Maps
• Add custom help topics
• Creating a help plug-in
• Toolbar widgets

Use Scripts to Customize Case Manager Client

• IBM Case Manager Development Architecture
• IBM Case Manager API toolkits
• IBM Content Navigator APIs
• IBM Case Manager JavaScript API
• Collaborative editing of objects
• Script Adapter widget
• Adding discretionary tasks
• IBM Case Manager classes and events for adding tasks
• Adding a choice list to a case property
• IBM Case Manager classes for adding a choice list
• Data Validation based on a step response
• Case custom workbench pages
• Filter In-basket SA - Script Adapter widget
• Filter Search SA - Script Adapter widget
• Tips for the labs and lab overview

Develop Custom Widgets

• Custom widget development overview
• Developing case management applications
• Creating a custom page widget and actions package
• IBM Content Navigator plug-in for the custom widget package
• Setting up the development environment for plug-ins
• Create registry files for the custom widget package
• Catalog JSON file
• Page widget definition JSON file
• IBM Case Manager custom page widget development
• Implementing a page widget
• Files used to implement a page widget
• Contents in a custom page widget package
• Options for widget package deployment and registration
• Folder structure for the custom widget project
• Implement toolbar and menu for your widget
• Build and deploy a widget as an EAR file
• Widget package structure
• Custom case comment widget
• Update an existing widget package with new widgets

Implement External Data Services (EDS)

• Case data from an external data source
• Sample external data service
• Java code in the sample EDS service
• External Data Configuration in the sample

Appendix

• Start and Stop System Components
• Debugging and troubleshooting
• Additional Information and links

• Intermediate level expertise in the following technologies:
  • Java
  • Dojo
  • JavaScript
  • JSON
  • HyperText Markup Language (HTML 5)
  • Cascading Style Sheets (CSS3)

• Experience with Eclipse IDE for developing applications.
• Familiarity with deploying applications in WebSphere Application Server.
• Familiarity with Case Management concepts
• Recommended prerequisite courses:
  • F215 - IBM Case Manager 5.2 Introduction to Case Manager
  • F212 - IBM Case Manager 5.2: Build a Case Manager Solution
  • F120 - IBM Content Navigator 2.0.2: Customize and Extend the Features