IBM

Installing and Configuring IBM

Case Manager 5.2 with FileNet
P8 5.2.0 on single server
An in-depth guide for users to setup an IBM Case
Management environment using CMPIT 5.2.0 on a
single server.
Harshit Kumar Agrawal & Chethan Chandrashekar
3/5/2014

Abstract: This tutorial introduces a step by step approach to install and configure IBM Case Manager on
single server using Case Manager Platform installation tool (CMPIT) 5.2.0.

About the authors: Harshit is a software developer at IBM-ISL for past 3 years. He has wide knowledge on installation and configurations of
FileNet products like Content Engine, Process Engine, Content Navigator, Case Manager, CFS-ICI, Application servers like WebSphere
Application Server, WebLogic Application Server and JBoss along with combinations with databases like DB2 and SQL. Reach out to him at
hagrawal3@in.ibm.com

Chethan is a software developer in the FileNet P8 team at IBM-ISL for past 3 years and has worked on developing installation and
configuration tools for the FileNet P8 stack including IBM Content Platform Engine, IBM Content Navigator, IBM Composite Platform
Installation Toolkit. Reach out to him at chethan.c@in.ibm.com
Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

Introduction

The IBM Case Manager Platform Installation Tool provides a series of scripts that installs and
configures all of the supporting software and applications to create a complete FileNet P8 Platform and IBM
Case Manager environment. When the automatic installation and configuration are complete, you can begin
to use the IBM Case Manager applications. IBM Case Manager can either co-exist on the same system as the
IBM FileNet P8 or on a different system than IBM FileNet P8. Single system deployment can be
advantageous in many scenarios for example: for testing and Proof of Concept environments, a single server
installation help in a quick evaluation of the product against requirements. This tutorial addresses single
server deployment of the IBM FileNet P8 along with IBM Case Manager using Case Manager Platform
installation tool (CMPIT).

CMPIT 5.2 installs and configures the following pre-requisite software and IBM FileNet P8 system along
with IBM Case Manager 5.2.

 IBM WebSphere Application Server 8.5

 IBM Tivoli Directory Server 6.3
 IBM DB2 Database Server 9.7 FP5
 IBM Installation Manager 1.5.2

Preparing System:
The following are the platform specific checklists which needs to be checked prior to running CMPIT.

Ensure that the directories on the server have adequate free space. In addition to the 10 GB required for the
installed binary files, the installation process requires the following free space:

Operating system Required space by directory

AIX /opt: 20 GB
/tmp: 3 GB
/home: 2 GB
Linux /opt: 20 GB
Windows C:\: 20 GB

Windows:
 Ensure that no IBM FileNet P8 Platform components or supporting software applications are installed
on the server.
 Install the required Web Services Enhancements (WSE) 3.0 Runtime.
 Turn off Windows system/security auto updates before you begin the installation. Automatic updates
during the installation can cause the IBM Case Manager Platform Installation Tool to time out.
 Disable “User Account Control (UAC)” before running CMPIT.
http://technet.microsoft.com/en-us/library/cc709691%28WS.10%29.aspx#BKMK_S3
To turn off UAC

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

1.Click Start, and then click Control Panel.

2.In Control Panel, click User Accounts.
3.In the User Accounts window, click User Accounts.
4.In the User Accounts tasks window, click Turn User Account Control on or off.
5.If UAC is currently configured in Admin Approval Mode, the User Account Control message
appears. Click Continue.
6. Clear the Use User Account Control (UAC) to help protect your computer check box, and then
click OK.
7. Click Restart Now to apply the change right away, or click Restart Later, and then close the User
Accounts tasks window.
Unix:
 If the server does not use Domain Name Service (DNS) or Network Information Service (NIS) then
verify that the /etc/hosts file contains the name and Internet Protocol (IP) address of all servers that the
server communicates with, including the local host.
 Verify that unzip and gunzip utilities are installed.
 Ensure that the paths to unzip and gunzip programs are in the PATH variable of the installation user.

Downloads:

Please follow the below link to download require package for CMPIT 5.2.0.
http://www-01.ibm.com/support/docview.wss?uid=swg24035076

Installation:

 Log on to the server where you plan to install IBM Case Manager.

Operating system Required credentials

AIX Log on as the root user.
Linux Log on as the root user.
Windows Log on as the local Administrator, not the domain
administrator.

 Navigate to the IBM Case Manager Platform Installation Tool software.

 Open the CDroot/cmpit.properties file and change the LICENSE_ACCEPTED_# parameter to TRUE
for each software component.
 Save and close the file.
 Run the installation tool:

Operating system Command

AIX 5.2.0-CMPIT-AIX.BIN
Linux 5.2.0-CMPIT-LINUX.BIN
Windows 5.2.0-CMPIT-WIN.EXE

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

Figure.1: Specify your locale and click OK.

Figure. 2: Welcome Page

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

Figure. 3: Accept License

Figure. 4

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

 Click Choose to browse to the directory that contains the downloaded software components.

Figure. 5

 Optionally specify and confirm the administrator password. If you do not enter a password, the
installation program will use a default password.

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

Figure. 6

 Review the Pre-installation summary and click Install to begin the installation. The installation
processes can take approximately two to three hours.

The installation processes can take approximately two to three hours.

Important: When the IBM Tivoli® Directory Server Instance Administration Tool interface is displayed
during the installation process, click the Close button in the tool window. Then, click Yes to confirm that
you want to exit the tool.

Re-run CMPIT Installation:

Depending on the type of error, after you correct the error, you can edit the cmpit.properties to re-run the
installer from where it left off

To re-run the installer from the script where it left off, copy the <installation_path> \install-
scripts\CMPIT.properties file over the original <cd-root>CMPIT.properties file, then restart the
CMPIT installation program.
Suppose CMPIT installation fails, then user should refer to cmpit520_install_stdout.txt (%TEMP%
directory) to find out the installation step that failed. Assuming that it failed at step 26, to restart
CMPIT again from step 26, update the property “PROCESSED_XX” of all steps 3 to 25 to YES &
steps 26 to 35 to NO in cmpit.properties as shown below.

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

In the CMPIT.properties, do not update the “PROCESSED_01”(pwset) &

“PROCESSED_02”(updatehostname) status. The values must be set to NO before running the CMPIT

Troubleshooting
1. If errors occurred during the installation, review the following installation logs in the
<installation_path> directory for more information, and correct the error as appropriate:
1. cmpit520_install_stdout.txt (CMPIT’s main log - found in UNIX: /tmp, Windows: %TEMP%)
2. cmpit520_install_stderr.txt (found in UNIX: /tmp, Windows: %TEMP%
3. cmpit520_install_log.txt (found in /opt/IBM/cmpit C:\Program Files (x86)\IBM\cmpit)

2. If CMPIT installer fails and exits while trying to install IBM Tivoli Directory Server and the install log
indicates "Installation cannot continue" message. This can be because the co-requisite software could
not be located, for example IBM Tivoli Directory Server cannot be installed without DB2. This is
considered to be a critical failure and a reason for exiting the installation completely. The reason for not
able to locate co-requisite software can vary, but the result is the same. Some of the reasons for such
failure are:

1. .zip file was not renamed properly.

2. Incorrect version of DB2 installer.
3. License file is missing.
4. Make sure download directory path does not have space in it.

In these cases, the installation exits prematurely, and the installation log is stored in a temporary
directory and not in the installation path. On Windows systems, the installation log file is usually stored in
%TEMP% directory. On AIX, Linux, Solaris, and HP-UX systems, the installation log file is stored in the
/tmp directory.

3. DB2 installation fails if DB2 account passwords exceed the maximum permitted limit for the passwords.

The following table describes the DB2 account password limits:

Operating System DB2 password length limits

Windows DB2 administrative user password (default user

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

name: db2admin): 14 characters

UNIX DB2 administrative user (default user name:
dasusr1): 8 characters
DB2 instance user (default user name: db2inst1): 8
characters
DB2 fenced user (default user name: db2fenc1): 8
characters

4. DB2 install fails on Windows Vista and higher, with error number -2079391743, along with an access
denied error.
Resolution: Launch the install with the "Run as Administrator" option.

5. When you encounter a DB2 installation failure. Check the db2setup.log file for the error message
specified to identify the nature of your error.

6. If errors such as :
“echo ERROR: DB2 installation failed!”
“echo ERROR: db2licm not found!”
are encountered then a wrong DB2 fix pack or a DB2 flavor other than “SERVER” might have been
downloaded . In this case you can uninstall partially installed TDS to an earlier state and continue
with CMPIT installation once you have the needed DB2 9.7 FP5 “SERVER” package on the system.

7. Workplace XT log-in issues : Even after the successful completion of CMPIT you may see errors during
log-in into Workplace XT. Please follow this tech-note to workaround this error for Workplace XT :
http://www-01.ibm.com/support/docview.wss?uid=swg27023814
8. For all platforms follow this link : http://www-01.ibm.com/support/docview.wss?uid=swg27039397 to avoid
encountering “out of memory error” during the deployment of IBM Content Platform Engine or IBM
Content Navigator on IBM Websphere Application Server.
9. You may encounter "java.lang.NoSuchMethodError" during the creation of Case History Store. Follow
below steps to resolve this issue
1. Open ICN profile (NexusConfig) with ICN Config & deployment tool.
2. Run following task:
1. Update the FileNet P8 Client Connector Files
2. Build the Web Application
3. Deploy the Web Application
3. Restart WebSphere Application Server.
10. The Case Manager Platform Installation Tool does not configure Business Rules by default, which
limits many of the features available in Case Manager.

To manually configure the Business Rules:

1. Start the Case Manager Configuration Tool:
▪ Windows: Click Start Menu -> Programs -> IBM Case Manager -> Case Manager
Configuration Tool
▪ AIX and Linux: Open /opt/IBM/CaseManagement/configure/configmgr
2. Open the deployicm.cgfp configuration tool profile located in the following directory:
<cmpit installation directory>/install-scripts/profiles/DeployICM/

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Installing and Configuring IBM Case Manager 5.2 with FileNet P8 5.2.0 on single server: An in-depth guide for users to setup an IBM Case Management
environment using CMPIT 5.2.0 on a single server.

3. Right-click the profile in the navigation pane, click New Task, and click Configure Business Rules.
4. Enter the required information, save the task, and click Run.

Conclusion
To verify successful installation of the IBM FileNet P8 software and the IBM Case Manager 5.2.0 by
CMPIT 5.2.0 , the user can access the following URLs and ensure that all components are installed and
configured correctly .
1. Case Builder administrator - http://localhost:9080/CaseBuilder
2. Case Client - http://localhost:9080/navigator/?desktop=icm
3. Content Navigator - http://localhost:9080/navigator
4. Content Engine Ping Page - http://localhost:9080/FileNet/Engine
5. Content Engine Health - http://localhost:9080/P8CE/Health
6. Content Engine Administration - http://localhost:9080/acce
7. WebSphere Application Server Administration - https://localhost:9043/ibm/console/
8. Workplace XT administrator - http://localhost:9080/WorkplaceXT

References
http://pic.dhe.ibm.com/infocenter/casemgmt/v5r2m0/topic/com.ibm.casemgmt.installing.doc/acmin001.htm

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