IBM Cloud Professional
Certification
Program
Study Guide Series
Exam C1000-148: IBM Cloud Pak for
Business Automation v21.0.3 Solution
Architect
Contents
Purpose of Exam Objectives .................................................................................................................... 2
High-level Exam Objectives .......................................................................................................................... 3
Section 1 - CP4BA Platform Planning ................................................................................................... 3
Section 2 – CP4BA Architecture ........................................................................................................... 7
Section 3 – CP4BA Solutioning ........................................................................................................... 10
Next Steps ................................................................................................................................................... 14
Purpose of Exam Objectives
When an exam is developed, Subject Matter Experts work together to define the role
the certified individual will fill. They define the tasks and knowledge that an individual
would need to successfully perform this job role doe the product or solution. This
creates the foundation for the objectives and measurement criteria, which form the
basis of the certification exam. Question writers then use these objectives to develop
exam questions.
It is recommended that you review these objectives and ask yourself the following
questions:



Do you know how to complete the task in the objective?
Do you know why that task needs to be done?
Do you know what will happen if you do it incorrectly?
If you are not familiar with a task, go through the objective, perform that task in your
own environment and read more information on the task. If there is an objective on a
task, there is a high likelihood that you WILL see a question about it on the actual
exam. Review the recommended learning designed to prepare you to take the
certification exam.
After reviewing the objectives in this guide and completing your own research, take the
assessment exam. While the assessment exam does not indicate which specific
questions were answered incorrectly, it does indicate overall performance by section.
This is a good indicator of preparedness or if further preparation is warranted.
High-level Exam Objectives
1.1
1.2
1.3
1.4
1.5
2.1
2.2
2.3
2.4
3.1
3.2
3.3
3.4
3.5
3.6
3.7
Section 1 - CP4BA Platform Planning
Explain the benefits of Red Hat OpenShift Container Platform and Cloud Pak
for Business Automation
Explain different deployment patterns (Starter and Production)
Explain the high-level deployment process / steps
Understand Component Sizing Considerations (NO questions asking what is
CPU, memory, storage, etc.)
Understand migration and upgrade strategies
Section 2 - CP4BA Architecture
Explain the Cloud Pak architecture, including Common Services, Automation
Foundation and Operators
Describe CP4BA ability for implementing a Hybrid Architecture
Categorize the deployment methods available for the software. ex.
containerized vs non-containerized
Describe Authorization / Authentication concepts (LDAP/IAM / UMS / Teams /
Roles)
Section 3 - CP4BA Solutioning
Explain the high-level functional business capabilities of each of the CP4BA
Components
Explain the differences between CP4BA capabilities
Define the scope of Operational Intelligence within CP4BA
Describe the relationship between projects, templates and toolkits in
Business Automation Studio
Demonstrate understanding of the integration capabilities of CP4BA
Determine the relevant reference architectures to implement a solution
Demonstrate the ability to identify workflows as potential candidates for
automation
Section 1 - CP4BA Platform Planning
1.1. Explain the benefits of Red Hat OpenShift Container Platform and Cloud Pak
for Business Automation
REFERENCES:
https://www.ibm.com/cloud/blog/what-are-ibm-cloud-paks
https://www.ibm.com/cloud/cloud-pak-for-business-automation
https://cloud.netapp.com/blog/cvo-blg-5-red-hat-openshift-benefits-you-didntknowabout
1.2. Explain different deployment patterns (Starter and Production)
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=automationplanning
1.3. Explain the high-level deployment process / steps SUBTASKS:
1.3.1. Explain the storage requirements for the Cloud Pak
1.3.1.1. Describe the storage size considerations for the Cloud Pak (not looking for
specific numbers)
1.3.1.2. Describe the storage class considerations for the Cloud Pak
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/21.0.x?topic=peistorageconsiderations
https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/21.0.x?topic=peistorageconsiderations
1.3.2. Describe air gap impact on installation planning
1.3.2.1. Describe/explain the facility for using an air gapped installation
1.3.2.2. Describe the bastion host facility for air gapped installations
1.3.2.3. Describe the mirror registry facility for air gapped installations
1.3.2.4. Explain the facility for the installation of the Cloud Pak catalog and an
operator instance
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=deploymentspreparing-air-gap-environment
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=environmentsetting-up-bastion-compute-device
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=environmentsetting-up-mirror-image-registry
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=environmentinstalling-cloud-pak-catalog-operator-instance
1.3.3. Understand the different methods for accessing IBM Software for the Cloud Pak
(Entitled Registry / Passport Advantage (PA) / Container Application Software for
Enterprises (CASE) package)
1.3.3.1. Describe the process for pulling images from the public IBM Entitled
Registry
1.3.3.2. Describe the process for signing images that are downloaded from
Passport Advantage
1.3.3.3. Describe what a CASE package contains
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=imagesgetting-access-from-public-entitled-registry
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=complianceverifying-container-image-security
https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/21.0.x?topic=new-whatsin2101-if001-april-2021
1.3.4. Understand the security requirements for installing CP4BA
1.3.4.1. Explain the difference between platform (OCP) and application user roles
1.3.4.2. Describe the use of routes to provide access to deployed capabilities
1.3.4.3. Describe how root certificates are managed to support secure access
1.3.4.4. Describe the key groups of secrets and what they are used for
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installationsecurity-considerations
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installationsecurity-considerations
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=certificatesproviding-root-ca-certificate
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installationsecurity-considerations
1.3.5. Define HA and DR Requirements
1.3.5.1. Explain the key approaches for high availability with the Cloud Pak and
the Platform
1.3.5.2. Describe the requirements for creating a highly available platform (OCP)
for deploying the Cloud Pak
1.3.5.2.1. Worker Nodes across multiple zones/regions
1.3.5.2.2. DB2 HADR deployment
1.3.5.3. Describe the disaster recovery (DR) planning required for the Cloud Pak
capabilities
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installationhigh-availability-considerations
https://cloud.redhat.com/blog/disaster-recovery-strategies-for-applications-runningonopenshift
https://cloud.ibm.com/docs/openshift?topic=openshift-ha_clusters
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=recoverypreparing-your-environment-disaster
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=administeringconfiguring-components-disaster-recovery
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installingstart-here-see-your-options
1.3.6. Understand/explain the storage requirements for the Cloud Pak
1.3.6.1. Describe Airgap impact on Installations
1.3.6.2. Understand IBM Software (Entitlements Registry / PPA / CASE package)
1.3.6.3. Understand the security requirements for installing CP4BA
1.3.6.4. Explain high- level Kubernetes roles and permissions required to deploy
CP4BA
REFERENCES:
Starterhttps://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=cluster-setting-up-admin-script
Production - https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=cluster-setting-up-by-runningscript Roles - https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=started-targeted-role-based-user-archetypes
1.4. Understand Component Sizing Considerations (NO questions asking what is
CPU, memory, storage, etc.) SUBTASKS:
1.4.1. Starter Installation
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=planningdemo-installation
System Requirements: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-system-requirements
Software Requirements: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-software-requirements
Storage Considerations: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-storage-considerations
1.4.2. Production Installation
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=planningenterprise-installation
System Requirements: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=pei-system-requirements
Storage Considerations: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=pei-storage-considerations
Security Considerations: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-security-considerations
Logging Considerations: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-logging-considerations
High Availability Considerations: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-high-availability-considerations
Choosing Image Tags or Digests: https://www.ibm.com/docs/en/cloud-paks/cpbizautomation/21.0.x?topic=installation-choosing-image-tags-digests
1.5. Understand migration and upgrade strategies
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=deploymentsmoving-from-premises-cloud-pak-businessautomation
https://community.ibm.com/community/user/automation/search?executeSearch=true&S
earchTerm=upgrade
https://community.ibm.com/community/user/automation/search?executeSearch=true&S
earchTerm=migration
Section 2 – CP4BA Architecture
2.1. Explain the Cloud Pak architecture, including Common Services, Automation
Foundation and Operators SUBTASKS:
2.1.1. Describe the Platform Foundation tools and services
2.1.1.1. Differentiate between the Cloud Pak common services and the automation
foundation, and the Platform foundation
2.1.1.2. Describe the capabilities provided by the IBM Automation Foundation
2.1.1.3. Detail the types of services contained within the common Services
(COME BACK TO NAMING)
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=cloud-pak-foundational-services
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=automation-foundation
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=overview-automation-capabilities
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=foundation-about
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=cloud-pak-foundational-services
2.1.2. Understand the relationships between the deployed resources of an installed
Cloud Pak
2.1.2.1. Detail the core concept of a Cloud Pak
2.1.2.2. Categorize the key concepts and components of the Cloud Pak
2.1.2.3. Demonstrate an understanding of the installation for capabilities and their
resources
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=overview
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=clusters-red-hat-key-concepts
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=deploymentinstalling-capabilities-in-operator-hub
2.1.3. Demonstrate understanding of CP4BA operator / Custom Resource definition
2.1.3.1. Understand and explain the usage of the custom resource pattern of the
Operator
2.1.3.2. Explain how the custom resource definition applies to the operator
2.1.3.3. Describe the custom resource pattern templates for their associated
components
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=started-understandingcustomresources-patterns https://www.ibm.com/docs/en/cloudpaks/1.0?topic=patterns-cloud-pak-operator https://www.ibm.com/docs/en/cloudpaks/1.0?topic=patterns-custom-resource-patterntemplates
2.1.4. Describe Zen UI and how to navigate pages
2.1.4.1. Describe the capabilities of the Zen UI
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=servicescloud-platform-foundation#concept_lsz_dbt_fnb__cs
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=deploymentinstalling-capabilities-by-running-script
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=a-whats-new
2.2. Describe CP4BA ability for implementing a Hybrid Architecture SUBTASKS:
2.2.1. Describe automation services
2.2.2. Describe how CP4BA components can interact with non-CP4BA components
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=buildingautomation-services
https://www.ibm.com/docs/en/baw/20.x?topic=service-invoking-rest
https://www.ibm.com/docs/en/baw/20.x?topic=apis-rest-representational-state-transfer
https://www.ibm.com/docs/en/baw/20.x?topic=applications-developingcasemanagement-rest-protocols
https://www.ibm.com/docs/en/odm/8.10?topic=rulesets-setting-htds-options
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=openshift-accessing-rpauserinterface
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=openshift-accessing-rpauserinterface
There is a similar reference for each CP4BA component
2.3. Categorize the deployment methods available for the software. ex.
containerized vs non-containerized
SUBTASKS:
2.3.1. List the different deployment targets for the various CP4BA components (will
include traditional VM, OCP, CNCF, Docker Compose (WfPS and BAI Single
Server) and SaaS (not sure if we include this))
2.3.2. Explain which CP4BA components are not available as a containerized
implementation
2.3.3. Explain which CP4BA components are only available as a containerized
implementation
2.3.4. Describe High Level Limitations – deployment related
2.3.4.1. Describe the functional differences between BAW traditional and BAW on
Containers
2.3.4.2. Describe the limitations of WfPS as compared to BAW
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=installingstart-here-see-youroptions#concept_hwc_1yh_llb__cncf
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=overviewwhat-is-cloud-pak-business-automation
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=overviewwhat-is-cloud-pak-business-automation
https://www.ibm.com/docs/en/baw/20.x?topic=runtime-feature-support
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareworkflow-process-service
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=serviceoverview
2.4. Describe Authorization / Authentication concepts (LDAP/IAM / UMS / Teams /
Roles)
SUBTASKS:
2.4.1. Describe how authentication and authorization capabilities are provided for the
Cloud Pak
2.4.2. Explain how users are managed in a Cloud Pak environment
2.4.3. Explain which components use Business Teams Service for administration and
management of global teams
2.4.4. Explain the benefits of Business Teams
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=ui-managing-users
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=services-identityaccessmanagement-iam
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.3?topic=notesdeprecated-removed-features
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=services-business-teamsservicebts
Section 3 – CP4BA Solutioning
3.1. Explain the high-level functional business capabilities of each of the CP4BA
Components SUBTASK(S):
3.1.1. Automation Decision Services
3.1.2. Automation Document Processing
3.1.3. Automation Workstream Services
3.1.4. Business Automation Application
3.1.5. Business Automation Workflow
3.1.6. Content Collector for SAP Applications
3.1.7. Content Collector for Email, Files & Sharepoint
3.1.8. Content Collector for SAP
3.1.9. Datacap
3.1.10.
Enterprise Records
3.1.11.
FileNet Content Manager
3.1.12.
Operational Decision Manager
3.1.13.
Process Mining
3.1.14.
Robotic Process Automation
3.1.15.
Workflow Authoring
3.1.16.
Workflow Process Service
3.1.17.
(Included Platform foundational tools and services)
3.1.17.1. Business Automation Insights
3.1.17.2. Business Automation Navigator
3.1.17.3. Business Automation Studio
3.1.17.4. User Management Services
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=automationusing-cloud-pak-business-software
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareplatform-foundational-tools-services
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwarecloud-pak-business-automation-entitlement-premises
3.2. Explain the differences between CP4BA capabilities SUBTASK(S):
3.2.1. Differentiate between attended automation and unattended automation
3.2.2. Compare use cases between BAW (Process and Case), RPA
3.2.2.1. Compare use cases for ODM and ADS
3.2.2.2. Compare use cases for Automation Document Processing and Datacap
3.2.2.3. Compare use cases for Business Automation Application, Automation
Workstream Services, Workflow Process Service (WfPS) and Business
Automation Workflow
3.2.2.4. Describe high deployment limitations between CP4BA capabilities
3.2.2.5. Describe the functional differences between BAW traditional and BAW on
Containers
3.2.2.6. Describe the limitations of WfPS as compared to BAW
3.2.3. Describe the synergy between RPA and Process Mining
REFERENCES
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=foundation-process-mining
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareworkflow-process-service
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=serviceoverview
https://www.ibm.com/docs/en/baw/20.x?topic=runtime-feature-support
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareworkflow-process-service
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwarebusiness-automation-workflow
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareautomation-workstream-services
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwarebusiness-automation-application
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareautomation-document-processing
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=processingwhat-is-automation-document
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwarecloud-pak-business-automation-entitlement-premises
https://www.ibm.com/cloud/architecture/architectures/workflowDomain
https://www.ibm.com/cloud/architecture/architectures/roboticProcessAutomationDomai
n https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareautomation-decision-services
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=decisionswhat-is-automation-decision-services
https://www.ibm.com/docs/en/odm/8.10?topic=manager-introducingoperationaldecision
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=softwareoperational-decision-manager
https://www.ibm.com/docs/en/rpa/21.0?topic=bots-planning-deployment
3.3. Define the scope of Operational Intelligence within CP4BA SUBTASK(S):
3.3.1. Describe the components of the BAI architecture
3.3.1.1. Explain differences between available topologies of BAI
3.3.1.2. Describe Business Performance Center capabilities (metrics, KPIs, etc.)
3.3.2. Describe the information available within dashboards in BAI
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=insightsgeneral-architecture-design
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=insightsevent-processing
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/20.0.x?topic=startedbusiness-performance-center-overview
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=visualizationbusiness-performance-center
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=visualizationkibana-dashboards
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=insightsreference-event-emission
3.4. Describe the relationship between projects, templates and toolkits in
Business Automation Studio
3.4.1. Describe Business Automation application and automation projects
3.4.2. Describe Business Automation Templates
3.4.3. Describe Business Automation Toolkits
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=buildingprojects
3.5. Demonstrate understanding of the integration capabilities of CP4BA
3.5.1. Describe Automation Services capabilities within CP4BA
3.5.2. Describe integration capabilities with components external to CP4BA included for
Hybrid Cloud Architectures
REFERENCES:
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=buildingautomation-services
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=workflowscalling-automation-service
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=servicespublished-automation
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=servicesopenapi-support
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=servicesexternal-rest
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=servicesopenapi-support
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=workflowsproviding-workflow-automation-services
https://www.ibm.com/docs/en/cloud-paks/cp-bizautomation/21.0.x?topic=workflowsinstalling-workflow-automations-automationservices
3.6. Determine the relevant reference architectures to implement a solution
3.6.1. Describe common implementation patterns and synergies between products
REFERENCES:
https://www.ibm.com/cloud/architecture/architectures/dba-architecture/overview
https://www.ibm.com/cloud/architecture/architectures/dbaarchitecture/constituentarchitectures
3.7. Demonstrate the ability to identify workflows as potential candidates for
automation
REFERENCES:
https://www.ibm.com/cloud/architecture/architectures/roboticProcessAutomationDomai
n/ reference-architecture
https://www.ibm.com/cloud/architecture/architectures/dba-architecture
https://www.ibm.com/cloud/architecture/architectures/dbaarchitecture/referencearchitecture
https://www.ibm.com/docs/en/cloud-paks/1.0?topic=foundation-process-mining
Next Steps
1. Take the assessment test.
2. If you pass the assessment exam, visit pearsonvue.com/ibm to schedule your
testing sessions.
3. If you failed the assessment exam, review how you did by section. Focus
attention on the sections where you need improvement. Keep in mind that you
can take the assessment exam as many times as you would like ($30 per exam),
however, you will still receive the same questions only in a different order.