InfoSphere Enterprise Records, Version 4.5.1.3+              

Manual configuration steps

You must perform several manual configuration steps after you install the IBM® InfoSphere™ Enterprise Records software.

InfoSphere Enterprise Records Data model add-ons and marking sets
You must install the InfoSphere Enterprise Records data model add-ons and marking sets by using the RMCreation Tool on the InfoSphere Enterprise Records server. The tool installs the add-ons and marking sets onto the Content Engine in order to support the following records management standards:
  • Base
  • Public Records Office (PRO)
  • Department of Defense 5015.2-STD (DoD)
  • Department of Defense 5015.2-STD (DoD Classified)

The installed add-ons then enable you to configure an object store with a data model and create a file plan in the object store. A file plan refers to a hierarchy of record management objects used to classify records. For more information, see InfoSphere Enterprise Records data models and add-ons, Adding marking sets and add-ons to the IBM FileNet P8 domain, and Configuring IBM InfoSphere Enterprise Records object stores.

InfoSphere Enterprise Records Workflows
In order to process records and folders, you must configure InfoSphere Enterprise Records workflows. For more information, see Configuring workflow.
InfoSphere Enterprise Records Crystal Reports
This optional component includes Crystal Reports templates that help you report on records management activities. For more information, see Configuring Crystal Reports with IBM InfoSphere Enterprise Records.


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Last updated: November 2010


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