Getting Started with IBM FileNet P8 Content Manager

Getting Started with IBM FileNet P8 Content Manager
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Table of Contents
Sample Chapters
  • Quickly get up to speed on all significant features and the major components of IBM FileNet P8 Content Manager
  • Provides technical details that are valuable both for beginners and experienced Content Management professionals alike, without repeating product reference documentation
  • Gives a big picture description of Enterprise Content Management and related IT areas to set the context for Content Manager
  • Written by an IBM employee, Bill Carpenter, who has extensive experience in Content Manager product development, this book gives practical tips and notes with a step-by-step approach to design real Enterprise Content Management solutions to solve your business needs


Book Details

Language : English
Paperback : 452 pages [ 235mm x 191mm ]
Release Date : February 2011
ISBN : 1849680701
ISBN 13 : 9781849680707
Author(s) : William J. Carpenter
Topics and Technologies : All Books, Web Development, Content Management (CMS), Enterprise, IBM

Table of Contents

Chapter 1: What is ECM?
Chapter 2: Installing Environmental Components
Chapter 3: Installing the Content Engine
Chapter 4: Administrative Tools and Tasks
Chapter 5: Installing Other Components
Chapter 6: End User Tools and Tasks
Chapter 7: Major CM Features
Chapter 8: Security Features and Planning
Chapter 9: Planning Your Deployment
Chapter 10: Included and Add-On Components
Chapter 11: A Taste of Application Development
Chapter 12: The DUCk Sample Application
Chapter 13: Support, Fix Packs, and Troubleshooting
  • Chapter 1: What is ECM?
    • ECM in three sentences
    • Use cases
      • Central Document Repository
      • Compliance and governance
      • Document-centric workflow
    • Things to look for in an ECM platform
      • Safe repository
      • Strong security features
      • Platform support
      • Scalability
      • Extensibility and add-ons
      • Vendor and partner ecosystem
      • Enterprise interoperability
      • Strong APIs
      • Notifications and triggers
      • Traditional document management features
        • Versioning and history
        • Workflow integration
        • Search and navigation
        • Auditing and reporting
        • Metadata
    • ECM and standards
      • AIIM: DMA and ODMA
        • DMA
        • ODMA
      • WebDAV
      • JCR
      • CMIS
    • What ECM is not
      • ECM is not CMS
      • ECM is not a database
      • ECM is not source code management
    • A bit of FileNet history
    • Summary
    • Chapter 2: Installing Environmental Components
      • Some important IBM documents
        • Plan and prepare your environment
        • Fix Pack Compatibility Matrix
      • Environmental components
        • Hardware and software requirements
        • Tailored planning and installation guides
      • Our target environment
      • Configuring the environmental components
        • User and group accounts
        • Red Hat Enterprise Linux
          • Network addresses
          • System clocks
          • File storage area
          • Firewalls
        • Installing DB2
          • Create a new database
          • Drop default user tablespace
          • Create a buffer pool definition
          • Create tablespaces
          • Add a user to the database
          • Set DB2 parameters
          • Repeat for OSTORE1
        • WebSphere Application Server
          • Profiles and ports
          • WAS process attributes
          • WAS performance tweaks
          • WAS and DB2
        • Installing Tivoli Directory Server
        • Using the directory
          • Populating the directory
          • TDS web console setup
          • Server-side sorting
          • The suffix
          • Users
          • Groups
          • CE-specific entries
          • Manual TDS queries
      • Scripts and desktop shortcuts
      • Summary
      • Chapter 3: Installing the Content Engine
        • An aside about some names
        • P8 platform architecture
          • Content Engine (CE)
          • Other components
            • Application Engine (AE)
            • Content Search Engine (CSE)
            • Process Engine (PE)
            • Rendition Engine (RE)
        • Installing the CE
          • Getting the software
          • Running the CE server installer
          • Configuration Manager
          • WAS console tweaks
          • Installing FEM
          • Bringing up the P8 Domain
          • Create an ObjectStore
        • Summary
        • Chapter 4: Administrative Tools and Tasks
          • Domain and GCD
            • Topology levels
            • Using topology levels
          • Exploring Domain-level items
            • AddOns
            • Fixed Content Devices
            • Server Cache configuration
            • Content configuration
            • Trace logging
            • Content cache
          • Exploring Object Store-level Items
            • Content Access Recording Level
            • Auditing
            • Checkout type
            • Text Index Date Partitioning
            • Cache configuration
            • Metadata
              • Property templates
              • Choice lists
              • Classes
              • Subclassing example
            • Object Browse and Query
          • Summary
          • Chapter 5: Installing Other Components
            • Content Search Engine (CSE)
              • The CSE user
              • Running the CSE installer
              • Command line configuration steps
              • Configuring CSE via the K2 Dashboard
              • Configuring CE for CSE via FEM
                • Configuring the P8 Domain
                • Configuring an Object Store
            • Process Engine server (PE server)
              • Users and groups
              • Database configuration
                • DB2 database and tablespaces
                • DB2 user permissions
                • DB2 client software
              • PE server installation and configuration
                • PE server installation
                • CE client installation
                • PE server configuration
                • Shared memory
                • Test the connections
              • CE configuration for PE
              • PE client software
            • Application Engine (AE)
            • Workplace XT (XT)
              • Configure LDAP
              • Trust relationships and LTPA
              • Run the installer
              • CE and PE client software
                • CE client
                • PE client
              • XT pre-deployment configuration
              • Deploying XT
                • Classloader configuration
                • Map special subjects
                • ORB uniqueness
              • Running XT the first time
            • IBM System Dashboard for ECM (SD)
            • Rendition Engine (RE)
            • Summary
            • Chapter 6: End User Tools and Tasks
              • What is Workplace XT?
                • Browsing folders and documents
                • Adding folders
                • Adding documents
                • Viewing documents
              • Entry templates
              • Workflow interactions
                • One-time isolated region setup
                • Approval workflows
                • Tasks in XT
              • Versioning
              • Properties and security
              • Searches
                • Simple Search
                • Keyword Search
                • Advanced Search
                • Stored Searches and Search Templates
              • Summary
              • Chapter 7: Major CM Features
                • Documents
                  • Content
                    • Multiple content elements
                    • Content transfer and content reference
                    • Content element numbering
                  • Versioning
                    • Checkout and checkin
                    • Freeze
                    • Major and minor versions
                  • Document lifecycles
                  • Autoclassification
                  • Compound documents
                  • DITA publishing
                  • Rendition Engine
                • Search
                  • Merge mode
                  • Selectable and searchable properties
                  • Property searches and full-text searches
                  • JDBC provider
                  • Search Templates and Stored Searches
                • Folders and containment
                  • Referential containment
                  • Filing
                  • Containment names
                  • The decision to file documents
                • Custom properties and classes
                  • Properties of Class Definitions
                  • Properties of Property Definitions
                • Custom objects
                • Annotations
                • Links
                • Subscriptions, events, and auditing
                  • What is an event?
                  • Subscriptions
                  • Audit logging
                  • Content Access Recording Level
                  • Event handlers
                  • Workflow launch
                • AddOns
                  • AddOn components
                  • Creating and installing AddOns
                  • Authoring an AddOn
                • Summary
                • Chapter 8: Security Features and Planning
                  • Authentication or authorization?
                  • Authentication in CM
                    • Java Authentication and Authorization Service (JAAS)
                    • Where authentication actually happens
                      • Application Server trust relationships
                      • Thick EJB clients
                      • CEWS clients
                    • Single Sign-on
                    • Anonymous and guest access
                    • Impersonation and run-as
                  • Enterprise directories
                  • Authorization in CM
                    • Discretionary and Mandatory Access Control
                    • Access Control Lists
                      • User and group access
                      • Rights
                      • Levels
                      • Unused bits
                    • Implicit rights
                      • Object Owner
                      • Object Store administrator
                      • Special query right
                    • Extra access requirements
                      • Modification Access Required
                      • Target Access Required
                    • Default instance security
                    • #CREATOR-OWNER
                    • Security policy and document lifecycle policy
                      • Security Policy and Security Templates
                      • Document lifecycle policy
                    • Dynamic security inheritance
                      • Inheritable depth
                      • Parent and child security objects
                      • System-defined inheritance
                      • Roles and adapters
                      • Project team example
                      • Project team adapters
                      • Folders as adapters
                    • Marking sets
                      • A marking set example
                    • The final veto
                    • A hypothetical scenario
                      • The players
                      • The business requirements
                      • The strategy
                      • The implementation
                      • The test
                  • Summary
                  • Chapter 9: Planning Your Deployment
                    • Distributed deployments in functional tiers
                      • Web browsers
                      • Web servers
                      • CE, PE, and friends
                      • Databases and filesystems
                    • Custom applications
                    • Parallel environments
                      • Pre-production
                      • Development and testing
                    • How many domains?
                    • How many Object Stores?
                    • Network security
                      • TLS/SSL
                      • Firewalls
                    • Supported platforms
                    • Integrating content with workflow
                    • Content storage
                      • Database Storage Area
                      • File Storage Area
                      • Fixed content devices
                      • Content Federation Services (CFS)
                    • Clustering, High Availability, and Disaster Recovery
                      • Clustering
                      • High Availability
                      • Disaster Recovery
                    • Distributed deployments
                      • CE topology
                      • PE considerations
                      • CSE considerations
                      • CE distributed deployment features
                        • Content cache
                        • Request Forwarding
                      • Typical distributed deployments
                        • Remote application tier
                        • Remote application and CE tier
                    • Summary
                    • Chapter 10: Included and Add-On Components
                      • Standard CM components
                        • Server components
                        • Applications and connectors
                        • Environmental components
                      • Initiatives and scenarios
                      • Compliance management
                      • IBM Enterprise Records (IER)
                        • Declaration
                        • Classification
                        • Protection
                        • Disposition
                        • Audits and reporting
                      • IBM eDiscovery
                        • IBM eDiscovery Analyzer (eDA)
                        • IBM eDiscovery Manager (eDM)
                      • IBM Content Collector
                        • ICC for File Systems
                        • ICC for Microsoft SharePoint
                        • ICC for Email
                        • Task connectors
                      • IBM Classification Module
                    • Smart Archive Strategy
                      • Ingestion
                      • Infrastructure
                      • Management
                    • IBM FileNet Business Process Manager
                      • IBM FileNet Business Process Framework
                      • IBM Enterprise Content Management Widgets
                    • Other components
                      • IBM FileNet System Monitor
                      • IBM FileNet Image Services
                      • IBM FileNet Capture and Datacap
                      • Content Management Interoperability Services
                      • Darwin Information Typing Architecture
                      • IBM Content Analytics
                    • Summary
                      • Chapter 11: A Taste of Application Development
                        • The Content Engine APIs
                          • Don't bypass the APIs
                            • Reading
                            • Updating
                          • API transports
                            • CEWS transport
                            • EJB transport
                            • User transactions
                            • JAAS context
                            • Transport-specific coding
                          • CE .NET and Java APIs
                          • CEWS protocol
                          • Attachment formats
                          • Compatibility layers
                            • Java Compatibility Layer
                            • COM Compatibility Layer
                            • CEWS 3.5 protocol
                        • Other APIs
                          • PE APIs
                          • CMIS
                          • ECM Widgets
                          • AE/XT customization and integration
                        • Development environments
                          • CE Java API in Eclipse
                            • The project
                            • CE API dependencies
                            • The application code
                            • Running the application
                            • Some things we didn't show
                          • CE .NET API in VS C# Express
                            • The project
                            • CE API dependencies
                            • The application code
                            • Running the application
                            • Some things we didn't show
                        • Summary
                        • Chapter 12: The DUCk Sample Application
                          • Business requirements
                            • Restricted quantity documents
                            • Restricted circulation documents
                          • Design of end-user view
                            • Common login screen
                            • Find documents
                            • Content download
                            • Adding a document
                            • Viewing details for a document
                              • Restricted quantity documents
                              • Restricted circulation documents
                              • Modifying a document
                            • Enterprise mandates
                            • Navigational overview
                          • Data model and security model
                            • Document properties
                              • Restriction indicators
                            • Restricted circulation
                              • Access logging
                              • Access control
                              • Requests for access
                            • Restricted Quantity
                          • Technical implementation details
                            • CE metadata changes
                              • The annotation subclass
                              • Custom document properties
                              • Custom events
                              • Audit logging configuration
                            • Deploying the event handler code module
                              • The DuckRQB project
                              • New code module
                              • Modifying a code module
                              • Debug logging
                            • The Duck project
                            • Exporting and deploying Duck.war
                              • Deployment descriptor
                              • Deploying to WAS
                              • Selecting the JSF Runtime
                              • Configure role mapping
                              • Starting the application
                          • Summary
                          • Chapter 13: Support, Fix Packs, and Troubleshooting
                            • Resources
                              • Documentation
                                • Information center
                                • Standalone documents
                                • Other links
                                • IBM Redbooks
                                • IBM developerWorks
                                • Worldwide IBM ECM Community
                              • Online support resources
                                • Support portal
                                • PMRs and APARs
                                • Technotes
                                • Personalized notifications
                                • Fix Central
                              • Information on demand conferences
                            • Releases and fixes
                              • Product releases
                              • Interim fixes
                              • Fix packs
                              • Installing fix packs
                                • Supporting components
                                • CM components
                                • CE server
                                • CSE client
                                • CSE server
                                • Redeploying the updated CE server
                                • CE clients
                                • XT
                            • Troubleshooting
                              • Prevention
                                • Configuration Control
                                • Snapshots
                                • Backups
                              • Looking for trouble
                                • Initial configuration
                              • Authentication
                              • WAS bootstrap information
                              • Performance
                                • Trace logging
                                • Isolation
                                • Database tuning
                            • Summary

                            William J. Carpenter

                            William J. Carpenter is an Enterprise Content Management Architect with IBM in the Seattle, Washington, area. He has experience in the Enterprise Content Management business since 1998, as a developer, development manager, and architect. He is co-author of the books IBM FileNet Content Manager Implementation Best Practices and Recommendations and Developing Applications with IBM FileNet P8 APIs, is a Contributing Author on IBM developerWorks, and is a frequent conference presenter. He has experience in building large software systems at Fortune 50 companies and has also served as the CTO of an Internet startup. He has been a frequent mailing list and patch contributor to several open source projects. He holds degrees in Mathematics and Computer Science from Rensselaer Polytechnic Institute in Troy, New York.

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                            What you will learn from this book

                            •  Install IBM FileNet P8 Content Manager along with its supporting components and pre-requisites
                            •  Configure the Content Manager components to make them work in unison
                            •  Learn the building-block features and uses of Content Manager and related components
                            •  Master FileNet Enterprise Manager (FEM), the administrator’s tool, to learn the Content Manager features
                            •  Perform various tasks in Workplace XT, one of the stand-alone, end-user applications provided with Content  Manager
                            •  Explore authentication, authorization, and other security mechanisms to meet your security needs
                            •  Plan and deploy the components of an Enterprise Content Management platform to a real-world environment
                            •  See how a custom application is designed and created using Content Manager APIs


                            In Detail

                            IBM FileNet P8 Content Manager, built on top of the mature FileNet platform, is a complete, world class Enterprise Content Management platform. With its rock solid document management features, tight integration with BPM systems and other components, and rich API set, it is a highly scalable and secure solution to common and uncommon Enterprise Content Management requirements.

                            Written by a FileNet insider, who is an Enterprise Content Management architect and engineer, this book is a straightforward guide to effectively installing, managing, and administering FileNet P8 Content Manager. It emphasizes practical, specific, and hands-on information about features for building Enterprise Content Management solutions. At every step, real-world tips and important information are called out to save you time and trouble when building customized solutions.

                            Beginning with an overview of Enterprise Content Management, the book moves quickly to the matter of getting a real Content Manager system up and running. You learn key Content Manager applications that are demonstrated to show you the major concepts that matter you as a developer, administrator, or as an end user. There are separate chapters that describe major platform features, security-related features, and integrations with other commonly used software components. A realistic sample application, designed right in front of you unfolds the genius in IBM Filenet P8 Content Manager. Finally, you take an in-depth look at troubleshooting, support sites, and online resources to help meet your security needs.

                            Master the ins and outs of the FileNet P8 platform, easily


                            The book is written in a straightforward style and avoids sales and marketing hype. William J. Carpenter is an Enterprise Content Management architect at IBM who spends every day doing product development and helping others make the best use of the Content Manager product. The numerous tips and notes arise from his years of practical experience with FileNet products.

                            Most of the book consists of specific recipes for installing and using Content Manager, and it also provides you with clear and precise explanations of the most important features and components. It is written in a conversational style without being “dumbed down”, and the book can be read straight through, from cover to cover. It emphasizes the things you need to know, presented in a logical progression.

                            Who this book is for

                            If you are a CIO, an IT manager, an IT staff engineer, or perhaps a business leader, business analyst, or even an end user who wants to better understand the role that Content Manager plays in your enterprise, irrespective of any previous knowledge of IBM FileNet P8 Content Manager or Enterprise Content Management in general, then this book is a must have for you.

                            And if you are someone who is just starting to work with Content Manager or who is facing a decision about whether to use Content Manager or another solution, be assured you will not find a better guide. Even if you have years of experience, you can still enrich your knowledge with the clear, practical explanations of basic and advanced features. Although it is not a developer’s guide, per se, the API and sample application will help you as an enterprise developer or architect to get your bearings in Content Manager technologies.

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