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by Dimitris Tzouvelis, Michael Seaman, Sridhar Satuloori, Elizabeth Koumpan, Ruth H
IBM FileNet Content Manager Implementation Best Practices and Recommendations
Front cover
Notices
Trademarks
Preface
Authors
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Summary of changes
June 2013, Second Edition
Chapter 1. Introduction to IBM FileNet Content Manager
1.1 Industry challenges and IBM solutions benefits
1.1.1 Industry challenges
1.1.2 Information lifecycle governance
1.1.3 Benefits of IBM ECM solutions
1.2 IBM FileNet P8 Platform
1.2.1 Platform components
1.2.2 Enterprise capabilities
1.3 IBM FileNet Content Manager
1.3.1 Basic capabilities
1.3.2 Enterprise foundation
1.4 IBM FileNet P8 and related products
1.4.1 Content products
1.4.2 Ingestion products
1.4.3 Process products
1.4.4 Compliance products
1.4.5 Collaboration products
1.5 Conclusion
Chapter 2. Solution examples and design methodology
2.1 P8 Content Manager sample solutions
2.1.1 Policy document creation
2.1.2 Processing insurance claims
2.1.3 Archiving SAP invoices
2.1.4 Email capture for compliance
2.1.5 Knowledge management through collaboration
2.2 Design methodology
2.2.1 Defining ECM strategy
2.2.2 Requirements analysis
2.2.3 Functional design
2.2.4 System architecture design
2.2.5 Repository design
2.2.6 Security model design
2.2.7 Application design
2.2.8 Test planning
2.2.9 Deployment
2.2.10 Maintenance planning
2.3 Conclusion
Chapter 3. System architecture
3.1 Basic components
3.1.1 Additional components
3.1.2 Data organization
3.1.3 Object stores
3.1.4 Storage considerations
3.1.5 Workflow systems
3.1.6 Management tools
3.1.7 Bulk Import Tool
3.1.8 Hardware layout
3.1.9 Setting up a sandbox or demo environment
3.1.10 Using Information Center and other product documentation
3.2 Scalability
3.2.1 Horizontal scalability
3.2.2 Vertical scalability
3.2.3 Clustering
3.2.4 P8 domain and object store scaling
3.2.5 Scaling Content Search Services
3.3 Virtualization
3.3.1 A virtualized IBM FileNet Content Manager system
3.4 Shared infrastructure
3.4.1 Communication between the engines
3.4.2 Data segregation
3.4.3 Levels of data segregation
3.4.4 Degree of sharing
3.4.5 Cloud deployments
3.5 Geographically distributed systems
3.5.1 Site, virtual server, and server configuration
3.5.2 Distributed content caching model
3.5.3 Request forwarding
3.5.4 Distributed workflow systems
3.5.5 Use cases for distributed systems
3.6 Conclusion
Chapter 4. Repository design
4.1 Repository design goals
4.2 Object-oriented design
4.2.1 Design approaches
4.2.2 Design processes
4.3 Repository naming standards
4.3.1 Display name
4.3.2 Symbolic name
4.3.3 Uniqueness
4.3.4 Taxonomy
4.3.5 Consistency
4.3.6 Object stores
4.3.7 Storage areas
4.3.8 Document, custom object, and folder classes
4.3.9 Property templates
4.3.10 Choice lists
4.4 Populating a repository
4.4.1 Generic object system properties
4.4.2 Creating design elements
4.5 Repository organizational objects
4.6 Global configuration database (GCD)
4.7 Repository design objects
4.7.1 Object stores
4.7.2 Storage areas
4.7.3 Document classes
4.7.4 Folder classes
4.7.5 Custom object classes
4.7.6 Custom root classes
4.7.7 Property templates
4.7.8 Choice lists
4.7.9 Annotations
4.7.10 Document lifecycles
4.7.11 Events and subscriptions
4.7.12 Marking sets
4.8 Repository content objects
4.8.1 Folder objects
4.8.2 Other objects
4.9 Storage media
4.9.1 Catalog
4.9.2 Database stores
4.9.3 File stores
4.9.4 About storage policies
4.9.5 Using fixed storage devices
4.10 Considerations for multiple object stores
4.11 Retention management and automatic disposal
4.11.1 Retention management
4.11.2 Automatic disposition
4.11.3 Retention update
4.12 P8 Content Manager searches
4.12.1 User-invoked searches
4.12.2 Content-based search
4.12.3 Searches for repository maintenance
4.12.4 CBR query optimization
4.13 Conclusion
Chapter 5. Security
5.1 Access control
5.2 Authentication
5.2.1 Use of JAAS
5.2.2 Directory service users and groups
5.2.3 Security context
5.3 Authorization
5.3.1 Access rights
5.3.2 Security descriptor
5.3.3 Default security descriptor
5.3.4 Security templates
5.3.5 Proxies
5.3.6 Markings
5.3.7 The access check
5.3.8 Auditing
5.4 Security best practices
5.4.1 Physical security measures
5.4.2 Directory service configuration
5.4.3 Defining the security approach
5.4.4 Planning for evolution
5.4.5 Role-based access control using inheritance
5.4.6 Using markings
5.4.7 Effective use of auditing
5.4.8 Cache management
Chapter 6. Application design
6.1 IBM FileNet P8 applications
6.1.1 IBM Administration Console for Content Platform Engine
6.1.2 IBM Content Navigator
6.2 Application technologies
6.2.1 Traditional Java thick clients
6.2.2 Java applets
6.2.3 Java EE web applications and other components
6.2.4 .NET components
6.3 Principles for application design
6.3.1 Available P8 Content Manager APIs
6.3.2 Transports available with the APIs
6.3.3 Minimizing round-trips
6.3.4 Parallel processing
6.3.5 Client-side transactions
6.3.6 Creating a custom AddOn
6.3.7 Using the JDBC interface for reporting
6.3.8 Exploiting the active content event model
6.3.9 Logging
6.3.10 Creating a data model
Chapter 7. Business continuity
7.1 Defining business continuity
7.2 Defining high availability (HA)
7.3 Implementing a high availability solution
7.3.1 Load-balanced server farms
7.3.2 Active-passive server clusters
7.3.3 Geographically dispersed server clusters and server farms
7.3.4 Server cluster products
7.3.5 Comparing and contrasting farms to clusters
7.3.6 Inconsistent industry terminology
7.3.7 Server virtualization and high availability
7.4 Defining disaster recovery (DR)
7.4.1 Disaster recovery concepts
7.5 Implementing a disaster recovery solution
7.5.1 Replication
7.5.2 Automated site failover
7.5.3 Disaster recovery approaches
7.6 Best practices
7.7 Reference documentation
Chapter 8. Capacity planning with IBM Content Capacity Planner
8.1 IBM Content Capacity Planner
8.1.1 Example use cases for IBM Content Capacity Planner
8.1.2 Capacity planning for new systems
8.1.3 IBM Content Capacity Planner output
8.1.4 Predictions from a baseline
8.1.5 Best practices
8.2 IBM FileNet Disksizing Tool spreadsheet
8.3 Performance-related reference documentation
8.3.1 Standard product documentation
8.3.2 Benchmark papers
8.4 Conclusion
Chapter 9. Deployment
9.1 Overview
9.2 Deployment environments
9.2.1 Single stage development environment
9.2.2 Multi-stage deployment environments
9.3 Deployment by using a formal methodology
9.3.1 Release management
9.3.2 Change management
9.3.3 Configuration management
9.3.4 Testing
9.4 Deployment approaches
9.4.1 Cloning
9.4.2 Custom-scripted export, transform, and import
9.4.3 Scripted generation
9.5 Deployment based on cloning
9.5.1 Cloning an object store
9.5.2 Topology
9.5.3 Access to the environment
9.5.4 Post-cloning activities
9.5.5 Backup changes
9.6 Deployment by export, transform, and import
9.6.1 Incremental deployment compared to full deployment
9.6.2 Reducing the complexity of inter-object relationships
9.6.3 Deployment automation
9.7 FileNet Content Manager deployment
9.7.1 FileNet Content Manager export
9.7.2 CE-objects transformation
9.7.3 Content Platform Engine import best practice
9.7.4 IBM FileNet Deployment Manager
9.7.5 Exporting and importing other components
9.8 Conclusion
Chapter 10. System administration and maintenance
10.1 IBM FileNet Content Manager administrative roles
10.2 Online help and existing documentation
10.2.1 Tips for working with the information center
10.2.2 Other useful documentation
10.3 Monitoring the environment
10.4 Capacity monitoring and growth prediction
10.4.1 IBM System Dashboard for ECM
10.4.2 Dashboard
10.4.3 IBM ECM System Monitor
10.5 Tracing
10.6 Auditing
10.7 Managing the logs
10.7.1 Log location
10.7.2 Log file size
10.7.3 Trace logs
10.7.4 Audit logs
10.8 System administration tools
10.8.1 Configuration Manager
10.8.2 IBM Administration Console for Content Platform Engine
10.8.3 Consistency checker
10.8.4 Database tools
10.8.5 Application server administration tools
10.8.6 Workflow system tools
10.8.7 IBM Content Navigator tools
10.9 Reducing storage costs
10.9.1 Retention rules
10.9.2 Using the sweep framework
10.9.3 Monitoring storage and cache usage
10.10 Using virus scan software
10.11 Applying fixes
10.11.1 Tracking fixes
10.11.2 Checking compatibility and build numbers
10.11.3 Reporting issues and downloading fixes
10.12 Updating security
10.13 Backup and restore
10.13.1 System components requiring backup
10.13.2 Offline backup
10.13.3 Online backup
10.13.4 System restore
10.13.5 Application consistency check
10.14 Task schedule
10.15 Conclusion
Chapter 11. Upgrade and migration
11.1 Terminology
11.1.1 Packages
11.1.2 Package naming conventions
11.1.3 Installation rules
11.1.4 Update types
11.2 Planning for updates
11.2.1 Getting started
11.2.2 Practicing the update
11.2.3 Documenting the process
11.3 Upgrading to a new software release
11.3.1 Staging the upgrade
11.3.2 Big-bang upgrade
11.4 Migration best practices
11.5 Special considerations for upgrade
11.5.1 Reference information
11.6 Conclusion
Chapter 12. Troubleshooting
12.1 A typical P8 Content Manager system
12.2 Different types of troubleshooting
12.3 Creating customized best practice guides
12.4 General troubleshooting
12.5 Troubleshooting the installation or upgrade
12.6 Troubleshooting during application development
12.7 Troubleshooting functional issues
12.7.1 Review the logs
12.7.2 Review additional sources for information about issues
12.8 Troubleshooting production issues
12.9 Troubleshooting performance issues
12.9.1 Performance tuning guide
12.9.2 Gathering performance data
12.9.3 Slow logon
12.9.4 Slow searches
12.9.5 Storage performance issues
12.9.6 Tuning sweep jobs
12.10 Opening PMRs
12.10.1 The IBM software support portal
12.10.2 Open a PMR by calling IBM
12.10.3 Open a PMR via the web
12.10.4 Necessary items when contacting IBM software support
12.10.5 IBM Support Assistant (ISA) Workbench
12.10.6 Type of fixes that might be provided
12.10.7 Rolling up fixes
12.11 Conclusion
Chapter 13. IBM FileNet Content Manager solutions
13.1 Solution building blocks
13.1.1 Foundation components
13.1.2 Content ingestion tools
13.1.3 Process management
13.1.4 Presentation features
13.2 Sample use cases using solution building blocks
13.2.1 Policy document creation use case
13.2.2 Insurance claim processing use case
13.2.3 SAP invoice archiving use case
13.2.4 Email capture for compliance use case
13.2.5 Knowledge management through collaboration use case
13.3 Conclusion
Related publications
IBM Redbooks
Online resources
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Note: Before using this information and the product it supports, read the information in “Notices” on page xiii.
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