Ibm case manager 5.1 - guia do usuário

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IBM Case Manager
Version 5.1.0.0

User's Guide

SC19-3274-00

IBM Case Manager
Version 5.1.0.0

User's Guide

SC19-3274-00

Note
Before using this information and the product it supports, read the information in “Notices” on page 123.

This edition applies to Version 5 Release 1 of IBM Case Manager (product number 5725-A15) and to all subsequent
releases and modificationsuntil otherwise indicated in new editions.
© Copyright IBM Corporation 2010, 2011.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.

Contents
Adding and deploying a case
management solution . . . . . . . . . 1
Adding a solution . . . . . . . . . . . . 2
Adding and reusing properties . . . . . . . 3
Deleting caseproperties before deploying a
solution . . . . . . . . . . . . . . 5
Adding and selecting roles . . . . . . . . 6
Roles in solutions . . . . . . . . . . . 7
Personal and role in-baskets . . . . . . . 7
Adding in-baskets to roles . . . . . . . . 9
Adding and modifying document types . . . . 9
Document types . . . . . . . . . . . 11
Adding and modifying case types . . . . . . 12
Case types.. . . . . . . . . . . . 14
Designing views . . . . . . . . . . . 15
Adding tasks . . . . . . . . . . . . . 17
Tasks in solutions . . . . . . . . . . 18
Task initiation . . . . . . . . . . . 20
Building workflows to complete tasks . . . 21
Adding a workgroup to a task . . . . . 23
Adding attachments to a task . . . . . 25
Adding a swimlane to a task . . . . . 26
Adding a step to a task . .. . . . . 27
Creating routes in a workflow . . . . . 35
Adding workflows that are not associated
with tasks . . . . . . . . . . . . 41
Integrating business processes with IBM Case
Manager solutions . . . . . . . . . . . . 42
Adding a FileNet Business Process Manager
process as a task. . . . . . . . . . . . 43
Importing an existing workflow into a
solution . . . . . . . . . . . . . 44Updating case property values in a reused
process . . . . . . . . . . . . . . 44
Removing a reused process from a solution. . 45
Adding an IBM Business Process Manager
process as a task. . . . . . . . . . . . 45
Adding a task that runs an IBM Business Process
Manager Advanced business process . . . . . 46
Adding business rules from IBM WebSphere
ILOG JRules BRMS to a solution . . . . . . 47Validating and testing your solution . . . . . . 50

Modifying the default case
management client application . . . . 53
Components of a widgets application.
Spaces . . . . . . . . . .
Pages . . . . . . . . . .
Widgets . . . . . . . . .
Roles in solutions . . . . . .
Cases . . . . . . . . . .
Work items . . . . . . . .
Creating pages and spaces . . . .
Case Manager Client spaces,pages,
Solution space . . . . . .
© Copyright IBM Corp. 2010, 2011

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Step Pages space . . . . . . . . . . 63
Case Pages space . . . . . . . . . . 69
Creating a page in the Case Pages space. . . . 75
Creating a page in the Step Pages space . . . . 76
Creatinga Solution space . . . . . . . . . 77
Widgets reference . . . . . . . . . . . . 78
Attachments widget . . . . . . . . . . 80
Configuring where attachment content is
displayed . . . . . . . . . . . . . 81
Case Data widget . . . . . . . . . . . 83
Case Form widget . . . . . . . . . . . 85
Configuring the Case Form widget to use a
form template . . . . . . . . . . . 87
Configuring the CaseForm widget to use a
form attachment . . . . . . . . . . . 89
Case Information widget . . . . . . . . . 89
Task view for the Case Information widget . . 90
Documents view for the Case Information
widget . . . . . . . . . . . . . . 91
History view for the Case Information widget 92
Summary view for the Case Information
widget . . . . . . . . . . . . . . 93
Configuring the views displayed...
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