InfoSphere Enterprise Records, Version 4.5.1.3+              

Configuring a process region for InfoSphere Enterprise Records

Using the p8_worksheet.xls, there are several steps for you to complete to configure a process region on your IBM® InfoSphere™ Enterprise Records system as part of preparing your InfoSphere Enterprise Records workflows.

To configure a process region:

  1. To access the worksheet file, p8_worksheet.xls, that contains the parameter values to specify in the InfoSphere Enterprise Records installation, see Using the installation and upgrade worksheet section. In the worksheet file, verify that the Data > Filter > AutoFilter command is enabled.
  2. Set the minimum and maximum heap size for Destroy Disposition Sweeps

    To avoid out-of-memory errors while running Destroy Disposition sweep, increase the heap size of the Application Engine Component Manager to 1GB.

    Set the minimum and maximum heap sizes for Destroy Disposition Sweeps

    1. Open Process Task Manager.
    2. Under the Component Manager node, select the appropriate Component Manager.
    3. Stop the Component Manager.
    4. Click the Advanced tab.
    5. Append to any existing values in the JRE Parameters field: -Xmx1024m.
    6. Click Apply.
    7. Restart the Component Manager.

    For more information on tuning InfoSphere Enterprise Records, see the IBM FileNet P8 Performance Tuning Guide.

  3. Launch the Process Configuration Console.
    1. Sign in to Application Engine or Workplace XT as a user that is a member of the Process Engine Configuration Group, is assigned the PWConfiguration access role, and the Records Administrator role.
      Tip: Sign in from the Application Engine or Workplace XT server, or from an alternate machine if the Application Engine or Workplace XT browser does not support the use of Java™ applets.
    2. Select the Admin page.
    3. Launch the Process Configuration Console.
    4. Click the connection point to start it.
  4. Import the InfoSphere Enterprise Records workflow configuration file.
    1. From the Process Configuration Console, right-click the connection point and select Import from XML file.
    2. Click Browse and select the RMWorkflowConfiguration.xml file.

      This file is available in the RM_install_path/FileNet/RM/Workflow/configureRMworkflow directory on the Application Engine or Workplace XT server.

      Tip: If you have launched Application Engine or Workplace XT from a server other than the Application Engine server, you must ensure that the RMWorkflowConfiguration.xml configuration file is copied onto the browser machine, and you must select it from that location.
    3. Select the Merge option.
    4. Click Import, then click Yes to proceed with the import.

      The status of the import displays.

    5. Click Details to view the details of the import, and then click Close.
    6. Click Close to close the dialog box.
    7. After the import completes, expand the Work Queues node and verify that the InfoSphere Enterprise Records queues are listed.
  5. Update the adaptor settings for the RM_Workflow_Util and RM_Operations component queues, as follows:
    1. From the Process Configuration Console, expand the Component Queues node for the connection point you are using.
    2. Click RM_Operations and select Properties.
    3. Select the Adaptor tab.
    4. Under JAAS credentials, enter the user name and password of a user who has both the Records Administrator and Process Engine Administrator roles. If using the DoD Classified data model, the user must also have Top Secret clearance as defined in the Classified Records Security Personnel marking set. For details, see the Security Role table provided in the Installation and Upgrade Worksheet.
    5. In the Configure Content text box, type CELogin.
    6. Click OK.
    7. Click RM_Workflow_Util and select Properties.
    8. Select the Adaptor tab.
    9. Under JAAS credentials, enter the user name and password of a user who has both the Records Administrator and Process Engine Administrator roles. If using the DoD Classified data model, the user must also have Top Secret clearance as defined in the Classified Records Security Personnel marking set. See the Security Role table provided in the Installation and Upgrade Worksheet.
    10. In the Configure Content text box, if it does not say so already, type CELogin.
    11. Click OK.
    12. Click on the connection point name and select Commit Changes.

      The Process Configuration Console dialog box displays.

    13. Click Continue.
    14. When the changes have been saved, click Close.
  6. Set the base URL address of the InfoSphere Enterprise Records Web Application, as follows, to make the InfoSphere Enterprise Records step processors display correctly:
    1. From the Process Configuration Console, click the connection point and select Properties.
    2. Select the Web Applications tab.
    3. Type the URL of the InfoSphere Enterprise Records Web Application in the Server Base URL column for the row labeled InfoSphere Enterprise Records. The format of the URL is:
      http://RM_web_application_server:port#/RM_application_name

      For example: http://myserver:7001/RecordsManager

    4. Click OK.
    5. Click the connection point name and select Commit Changes. The Process Configuration Console dialog box displays.
    6. Click Continue.
    7. When the changes have been saved, click Close.
  7. Assign groups to the InfoSphere Enterprise Records work queues to specify who can process work queue items, as follows:
    Tip: For a brief description of the InfoSphere Enterprise Records work queues, use the guidelines presented in the table See InfoSphere Enterprise Records work queues descriptions to assign groups to InfoSphere Enterprise Records work queues.

    For each InfoSphere Enterprise Records work queue, complete the following steps:

    1. From the Process Configuration Console, expand Work Queues.
    2. Click a work queue and select Properties.
    3. Select the Security tab.
    4. Using the search facility, locate the LDAP users and groups to be given access to the queue.
      Important: The security of the work queues should be defined such that only Records Administrator users and Records Manager users are able to process the work items in the InfoSphere Enterprise Records work queue.
    5. Click OK to save the changes.
    6. After all the queue updates have been made, commit the changes as follows:
      1. Click on the connection point and select Commit Changes. The Process Configuration Console dialog box displays.
      2. Click Continue.
      3. When the changes have been saved, click Close.
  8. Close the Process Configuration Console and restart Component Manager to implement the changes you made.
    Tip: At this point, when the Component Manager is restarted, a number of InfoSphere Enterprise Records components do not start. These components require the InfoSphere Enterprise Records JAR files that will be configured in Configuring component queues during an installation and in Restarting Component Manager during an upgrade, after which the components can be started.
  9. Verify the assignment of groups to work queues.
    1. Sign in to Application Engine as an Application Engine Administrator.
    2. Select the Tasks tab.
    3. Click Public Inboxes to verify that only those queues for which the user has security access are displayed.
    4. Sign out and then sign in as a user with different InfoSphere Enterprise Records privileges.
    5. Select the Tasks tab.
    6. Click Public Inboxes to verify that only the queues for which the user has security access are displayed. For example:
      • Sign in as a user assigned the Records Manager role and click Public Inboxes. The RecordsManagerApproval queue should be visible.
      • Sign in as a user assigned the Records User role and click Public Inboxes. The RecordsManagerApproval queue should not be visible.


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Last updated: November 2010


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