Configure IBM Case Manager Security (V5.3.2)

Course Overview

In this course you will configure security for IBM Case Manager environments and solutions. You will work with project areas, control access to cases, and create security configurations. You will deploy a solution in a new environment and use a security configuration package file to manage solution security. You will customize security settings with a custom privilege definition and use security proxies to automate security changes.

Target Audience

This course is for system administrators who maintain IBM Case Manager environments and for solution architects who must plan security requirements for their solutions.

Course Objectives

• Configure security in an IBM Case Manager development environment.
• Create a security configuration package file.
• Export a solution and a security configuration package file to a new environment.
• Use a security configuration to apply security settings in a new environment.
• Customize security settings.

Course Content

Unit 1 Overview of security deployment

• Describe the process for deploying a security configuration.

• Identify the security goals for each environment type Unit 2 Work with project areas

• Create a project area

• Add users to a project area Unit 3 Manage access to cases

• Describe object security in a target object store

• Create roles for a case

• Create an in-basket for all assigned work

• Assign users to case teams Unit 4 Create a security configuration

• Create a security configuration

• Edit security configuration permissions

• Apply a security configuration to a solution Unit 5 Configure target object store security

• Organize users and groups for target object store access Unit 6 Configure deployed solution security

• Package and export a solution

• Import a solution to a new environment

• Apply a solution configuration Unit 7 Customize a privilege definition

• Create a custom privilege definition

• Apply a custom privilege definition to a security configuration Unit 8 Use security proxies

• Describe a security proxy scenario

• Use a security proxy to modify permissions on a case

• Describe how to transfer a solution with security proxies to a new environment Unit A Automate case security changes

• Describe a scenario for automating security changes

• Use a FileNet workflow to change permissions on a case by using a security proxy Unit B Additional security configurations

• Analyze scenarios that require specific security customizations

Course Prerequisites

• Knowledge of Case Manager concepts, such as case management, case, solution, task.

• Ability to build, validate, deploy, and test solutions.

• or Build an IBM Case Manager Solution V5.3.2 (classroom)(F2910G)

• or Build an IBM Case Manager SolutionV5.3.2 (self-paced)(F2919G)