IBM InfoSphere Enterprise Records uses Workplace or Workplace XT Site Preferences to configure the appearance, behavior, and connectivity of the IBM InfoSphere Enterprise Records application. Use the Site Preferences tool in Workplace or Workplace XT to set site preferences for IBM InfoSphere Enterprise Records. For information about using the tool, see to Site Preferences.
The following table includes IBM InfoSphere Enterprise Records information on some Workplace site preference settings, and the Workplace site preference view in which the settings exist. IBM InfoSphere Enterprise Records applies only the settings included in the table.
Preference view |
Site preference |
Description |
---|---|---|
General > User Settings > Display |
Default list view | IBM InfoSphere Enterprise Records supports only the Detailed list view and ignores this setting if set to Magazine. |
General > User Settings > Display |
Confirmation page visibility | IBM InfoSphere Enterprise Records applies this preference. |
General > User Settings > Display |
Date format | IBM InfoSphere Enterprise Records applies this preference. |
General > User Settings > Display |
Time format | IBM InfoSphere Enterprise Records applies this preference. |
General > General Settings > Display |
Magazine list view page size | IBM InfoSphere Enterprise Records uses this preference in Select Object links that open in a separate dialog, for example, Select Disposal Schedule. However, the Browse view in IBM InfoSphere Enterprise Records does not apply this preference. |
General > General Settings > Display |
Detailed list view page size | IBM InfoSphere Enterprise Records applies this preference. |
General > General Settings > Display |
Choice list size | IBM InfoSphere Enterprise Records applies this preference. |
General > General Settings > Display |
Group and User maximum filter size | IBM InfoSphere Enterprise Records applies this preference. |
General > General Settings > Display |
Maximum number of items returned by searches | IBM InfoSphere Enterprise Records does not apply this preference. |
General > General Settings > Display |
Format dates using server time zone | IBM InfoSphere Enterprise Records applies this preference. |
General > General Settings > Display |
Navigation row size | IBM InfoSphere Enterprise Records applies this preference in some views, for example, when a user is setting the default file plan and when displaying search templates and stored searches. |
General > General Settings > Application |
Records Management Installed | Indicates whether the IBM InfoSphere Enterprise Records application is installed. Set this value to Yes after IBM InfoSphere Enterprise Records is installed to enable other IBM InfoSphere Enterprise Records site preferences. |
General > General Settings > Folder Filter |
Maximum number of documents before filtering | IBM InfoSphere Enterprise Records uses this preference to limit the number of records that are returned from the Content Engine to display in the Browse view of IBM InfoSphere Enterprise Records. |
General > General Settings > Folder Filter |
Maximum number of custom objects before filtering | IBM InfoSphere Enterprise Records uses this preference to limit the number of custom objects, for example, disposition schedules, holds, and others. that are returned from the Content Engine to display in IBM InfoSphere Enterprise Records. |
General > General Settings > Author |
Security page visibility | IBM InfoSphere Enterprise Records uses this preference to determine whether to display the Security page when a user is creating IBM InfoSphere Enterprise Records entities, such as file plans, record categories, and record folders. |
General > General Settings > Records Management |
Default File Plan | Specifies the file plan that acts as the default file plan when users log on to the IBM InfoSphere Enterprise Records application. For more information, see Set the Default File Plan. |
General > General Settings > Records Management |
Report application server path | Specifies the name of the server that hosts the Crystal Reports Application Server. For more information, see Set the Report application server path site preference. |
Object Stores > Names |
Folder Name | IBM InfoSphere Enterprise Records uses this preference as the default property when displaying folders in a list view. |
Object Stores > Names |
Document Name | IBM InfoSphere Enterprise Records uses this preference as the default property when displaying documents in a list view. |
Object Stores > Records Management |
Support File Plan | Indicates whether the currently selected object store can contain file plans, that is, the hierarchy of records management entities to classify records. Set this preference to Yes if you want the object store to act as an FPOS. |
Object Stores > Records Management |
Support Declare Records | Indicates whether the currently selected object store can contain records. |
Object Stores > Records Management |
Default File Plan | Specifies the file plan that is the default file plan for Workplace. For more information, see Set the Default File Plan. |
Object Stores > Editable Link Classes |
Add Link Class | IBM InfoSphere Enterprise Records uses this property for IBM InfoSphere Enterprise Records Link classes. For more information, see Set the link class site preference. |
Bootstrap > Preference Settings |
Object store location | IBM InfoSphere Enterprise Records applies this preference. |
Bootstrap > Preference Settings |
Preference name | IBM InfoSphere Enterprise Records applies this preference. |
Bootstrap > Preference Settings |
Documentation server | IBM InfoSphere Enterprise Records applies this preference. If you change this setting, you must sign out then sign back in to the IBM InfoSphere Enterprise Records application because the application only reads the bootstrap file while logging in. |
Author Page | Records Manager | Includes preference settings for the Records Manager item that users can use to start the IBM InfoSphere Enterprise Records application from Workplace. These settings include:
|
Author Page |
Request Record Folder | Includes preference settings for the Request Record Folder item that users can use to open the Create Record Folder workflow. For more information, see Set the Request Record Folder site preference. |
IBM InfoSphere Enterprise Records uses the Workplace Base URL that is stored in the Site Preferences to link to Workplace. The Workplace Base URL is initially set from the first URL request that Workplace receives after logging in when the Administrator sets the initial bootstrap preferences after installing the Application Engine. However, if changes are made to the base URL you can no longer link your IBM InfoSphere Enterprise Records application with Workplace. To continue linking IBM InfoSphere Enterprise Records with Workplace, you must refresh the Workplace Base URL whenever you do the following tasks:
To refresh the Workplace Base URL, complete the following steps: