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IBM Case Foundation 5.2.1: Workflow Design

1,975 - 3,260 USD
32 Hours
Self-Paced Training
IBM Business Partner

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  • Learn on Demand
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 1,975 USD
  • Date: 19-Jun-2023 to 22-Jun-2023
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 3,260 USD
  • Date: 26-Jun-2023 to 29-Jun-2023
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 3,260 USD
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Course Description


This course provides training in using Process Designer to create workflow definitions that can be used either in Case Foundation or Case Manager applications.


  • Unit 1: Workflow Design Essentials
    • Create a workflow definition using Process Designer.
    • Use workflow properties and step parameters in a workflow definition.
    • Build simple and complex expressions to calculate property values and direct work.
    • Use a variety of step types to build a workflow definition.
    • Use subscriptions to launch workflows automatically from an initiating attachment.
  • Unit 2: Security
    • Inspect workflow system security settings.
    • Identify and resolve workflow system security-related issues.
    • Configure security for a workflow system.
  • Unit 3: Routing Work
    • Use conditions to direct the flow of work.
    • Create a parallel process in a workflow.
    • Create workflow group.
    • Define participant voting for a step.
    • Define participant voting for a step.
    • Use a submap
    • Identify system default submaps
    • Resolve business process exceptions
    • Create a workflow hierarchy
  • Unit 4: Control Workflow Progress
    • Add milestones and logging to a workflow.
    • Establish workflow and step deadlines.
    • Control processing times and delays.
    • Add checkpoint processing to a workflow.
  • Unit 5: External Communication
    • Use a DbExecute step in a workflow to integrate with an external database
    • Identify Component Integrator concepts and components
    • Integrate a CE_Operations component in a workflow
    • Integrate a Java component in a workflow
    • Invoke a Web Service in a workflow


Workflow authors who are responsible for designing and building workflow definitions in an IBM Case Foundation or IBM Case Manager development environment.


    Before attempting this course, it is recommended that you have the following skills:

    • Familiarity with Windows 2008 operating systems.
    • General knowledge of P8 Platform security concepts.
    • General workflow terminology:
      • Workflow.
      • Workflow definitions.
      • Queues.
      • Rosters.
    • Start a P8 Platform system.
    • Familiarity with P8 Platform interfaces, including:
      • Administration Console for Content Platform Engine.
      • IBM Content Navigator.
      • Process Configuration Console.
      • Process Designer.
      • Process Administrator.
      • Process Tracker.
    • Recommended training: IBM Case Foundation 5.2.1: Introduction (F230G).


  • Workflow Design Essentials
    • Create a workflow definition
    • Configure workflow properties
    • Explore workflow step types
    • Build expressions
    • Launch workflows with subscriptions
  • Security
    • Security overview
    • Security configuration
  • Routing Work
    • Conditional routing
    • Parallel processing
    • Manage participation
    • Work with submaps
    • Handle workflow exceptions
    • Workflow inheritance
  • Control Workflow Progress
    • Milestones and logging
    • Workflow deadlines
    • Timers and delays
    • Checkpoints
  • External Communication
    • External database integration
    • Component integrator architecture
    • Using components
    • Web services
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Self-Paced Training Info

Learn at your own pace with anytime, anywhere training

  • Same in-demand topics as instructor-led public and private classes.
  • Standalone learning or supplemental reinforcement.
  • e-Learning content varies by course and technology.
  • View the Self-Paced version of this outline and what is included in the SPVC course.
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Self-Paced Training Terms & Conditions


This is a Self-Paced virtual class; it is intended for students who do not need the support of a classroom instructor. If you feel you would better benefit from having access to a Subject Matter Expert, please enroll in the Instructor-Led version instead. Minimal technical support is provided to address issues with accessing the platform or problems within the lab environment.

Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form. Self-Paced Virtual Classes are non-refundable. Once you purchase a Self-Paced Virtual Class, you will be charged the full price.

After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.

Upon receipt of the Order Confirmation Letter which includes your Enrollment Key (Access code); the course begins its twelve (12) month access period. IMPORTANT!!! If your course provides access to a hands-on lab (Virtual Lab Environment), you will have a specific number of days (typically 30 days) on the remote lab platform to complete your hands-on labs. Do not start your lab until you are ready to use your lab time effectively. Time allotted in the virtual lab environment will be indicated once you apply the enrollment key. The self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.

If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system. Note: This does not add additional days to your Lab Environment time frame.

Click the Skytap Connectivity Test button to ensure this computer's hardware, software and internet connection works with the SPVC Lab Environment.

Click the Skytap Connectivity Documentation button to read about the hardware, software and internet connection requirements.


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