InfoSphere Enterprise Records, Version 4.5.1.3+              

Optional installation and configuration selections

You can choose to perform some or all of these tasks as part of the installation and configuration process.

Table 1. Optional installation and configuration selections
Question Notes Document your answer here
Where do you plan to install the disposition sweep?  
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the hold sweep?  
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the file plan import and export tool?  
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the Transfer tool?  
  • Server name: __________
  • Installation directory: __________
If you plan to use the reports supplied by InfoSphere™ Enterprise Records (Crystal Reports): Where do you plan to install the Crystal Reports application server?  
  • Server name: __________
  • Installation directory: __________
If you plan to use the reports supplied by InfoSphere Enterprise Records (Crystal Reports): Which reports do you plan to use?   Report names: __________
Which data model do you plan to use?  
  • ____ Base
  • ____ DoD
  • ____ DoD Classified
  • ____ PRO
Which object stores do you plan to use and create?    
What is your File Plan Object Store (FPOS) name? Make the name meaningful, because this is the name that users see when they browse the object stores. You need this name when you perform the task to transfer workflow definitions.
Important: Do not use periods in the FPOS name. You cannot declare a record if a period is included in the object store name.
File Plan Object Store (FPOS) name: __________
Do you want to use a database storage area or a file storage area as the content storage area for the InfoSphere Enterprise Records object store?  
  • Object Store Name: __________
  • Function (FPOS, ROS, or Both): __________
  • Type (database or file storage area): __________
Do you want to install the sample declare record workflow?  
  • ____Yes
  • ____No
Do you want to enable Secure Sockets Layer (SSL)?  
  • ____No SSL
  • ____Redirect for login
  • ____Full SSL
Do you want to allow users to create and manage links?  
  • ____Yes
  • ____No
Do you want to add a link from Application Engine or Workplace XT to InfoSphere Enterprise Records?  
  • ____Yes
  • ____No
Do you want to allow users with insufficient privileges to create a record folder so that they can send requests to a user with the Records Manager role to create a folder?  
  • ____Yes
  • ____No
Do you want to use record types?  
  • ____Yes

    Record classes that must have a Record Type property assigned to them:

  • ____No
If you use the DoD, DoD Classified, or PRO data model: do you want to enable or subscribe to any events?  
  • ____Yes

    List the events:

  • ____No


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Last updated: November 2010


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