Price for this course



Classroom IBM


Available dates

Mon09Aug 21 TO Mon09Aug 21


Tech Data ILO UK
Connection details will be communicated separately
Instructor Led


Mon08Nov 21 TO Mon08Nov 21


Tech Data ILO UK
Connection details will be communicated separately
Instructor Led




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.


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


• 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)


  • 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 Outline

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


What do I need to bring with me to my public class?

All required learning materials and equipment are provided in the classroom.





When do public training course fees have to be paid?

For public training classes payment must be received no later than three business days prior to the first day of class in order to remain in the class and confirm your seat. Failure to provide payment by this date may result in removal from the class, and/or late cancellation fees applied. You can submit payment in the form of a Purchase Order or credit card.





On-site (private) Course Pricing:

To find out more about On-site training e-mail us at enablement@agilesolutions.co.uk or call one of our offices.





What is the cancellation policy?

Requests for cancellations or date transfers need to be received at least ten (10) business days prior to the event start date in order to receive a full refund. If a cancellation or reschedule request is received less than ten (10) business days before the start date, the penalty of 100% of the cost of the course will be applied, resulting in no amount of the fee being refunded. Refunds will not be allowed for “no-shows” in our public training or IVA courses. This cancellation policy is strictly enforced.





What happens if Agile Solutions needs to cancel or reschedule a course?

Agile Solutions reserves the right to cancel events for any reason at any time. Cancellation liability for Agile Solutions, if Agile Solutions cancels the course, is limited to the return of course payment ONLY. Agile Solutions will not reimburse registrants for any other costs including but not limited to any travel cancellation fees or penalties, including airfare and hotel costs. PLEASE NOTE: If your registration status is either “Approved”, or “Pending Payment” you have not been confirmed for the class and it is recommended that you do not make any travel arrangements until you have received a confirmation e-mail letting you know the class and registration is confirmed.





How will I know if my course has been rescheduled?

Agile Solutions reserves the right to reschedule or cancel a course due to low enrollment or if necessitated by other circumstances. Agile Solutions will contact you via e-mail or phone to inform you of the change of schedule. Once you have been notified you may reschedule or receive a full credit. Agile Solutions shall not be liable for any other costs including but not limited to any non-refundable travel arrangements if a course is rescheduled or cancelled.