Advanced Case Management with IBM Case Manager by Zhu Wei-Dong

Author:Zhu, Wei-Dong...
Language: eng
Format: epub
Published: 2014-04-24T17:13:52.827000+00:00

Figure 8-10 Convert Solution to Template: Content Engine Login

5. Select the design object store and solution to convert to template. Leave the options as default and click Finish. For more information, see “Understanding additional options for solution templates” on page 244.

For the example, CMDOS is the design object store and Customer Complaints is the solution to convert to template. See Figure 8-11.

Figure 8-11 Convert Solution to Template: Specify a Solution

Test your solution template after it is created and address any issues before passing it to others to use. If the template creates new identifiers, do a run through of a new solution based on the template to verify that nothing broke.

Your solution template now contains only the core objects defined in a solution folder. To add additional assets, see 8.4.1, “Adding other assets to the solution package” on page 249.

Understanding additional options for solution templates

There are additional options when creating a solution template:

•Create new unique identifiers when a solution is created from the template

If your solution does not have any dependencies on any identifiers, select this option.

An example of using this option is if a solution was developed entirely in Case Manager Builder or Process Designer. With such a solution, no external assets rely on any symbolic names. This is the default option.

•Use existing unique identifiers when a solution is created from the template

If your solution has dependencies on any identifiers, and requires that those identifiers do not change names, select this option.

An example for using this option is if your solution contains additional assets that rely on objects in the solution. These additional assets can be an IBM Form, a stored search, or a custom application interfacing with solution data. A company-wide form might reference CC_Address from the sample solution. If so, a basic template would provide the Address property to all new solutions so that the form does not require modification. The form continues to map to CC_Address and all new solutions based on the template contain CC_Address for the form.

8.3.2 Using solution templates

To create a solution from a solution template, you can use Case Manager Builder and IBM Case Manager administration client.

Using a template in Case Manager Builder

To create a solution using a solution template in Case Manager Builder, perform these steps.

1. Log in to Case Manager Builder:

http://<server>:<port>/CaseBuilder

2. Select the template you want from the list and click Add Solution as shown in Figure 8-12.

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