How does case management (Case Builder, Case Client) map to the Cloud Pak for Business Automation?

Question

We use BAW with case management (Case Builder, Case Client in Navigator). Which components provide case on CP4BA, how are solutions deployed, and what do case workers use instead of Case Client?

Answer 1

Case is part of the Workflow capability on CP4BA and is enabled in the CR (the case section of the workflow authoring / server configuration). The mapping:

Traditional BAW with case	CP4BA
Content Platform Engine, Navigator installed by BAW	FileNet Content Platform Engine (cpe) and Business Automation Navigator (navigator) pods deployed by the operator; the workflow CR references the object stores (the case section with domain_name, object_store_name_dos / tos)
Case Builder in Process Designer (BAW 19+) / Case Builder web app	Case design inside Business Automation Studio (the workflow project holds case types); Case Builder app still reachable for solution management
Case Client (Navigator desktop)	Workplace for case workers (cases, work, documents); Navigator remains for content-centric users and admin features
Solution deployment: Case Builder / configmgr / Case REST	Same solution packages; deployed with the workflow project (the snapshot install deploys the case solution) or the Case REST API
Case analytics: Case Monitor / Cognos	Business Automation Insights dashboards (case events emitted to BAI)

# CR excerpt enabling case in the workflow authoring environment
spec:
  workflow_authoring_configuration:
    case:
      domain_name: "P8DOMAIN"
      object_store_name_dos: "DOS"
      object_store_name_tos: "TOS"
      network_shared_directory_pvc: "cpe-filestore-pvc"
      cr_enabled: true                         # cross-repository search etc. per release

Migration notes: export solutions from the old design object store with Case Builder (solution package) or migrate the object stores with FileNet tooling (keeps case instances); case types inside process apps migrate with the twx. Workplace covers the everyday case worker functions (create case, tasks, documents, comments); Navigator's Case Client desktop is still deployed on releases up to 24.0 for administrative views.

References

• CP4BA documentation - case management in Business Automation Workflow on containers
• Installing a case solution by using REST APIs