IBM Enterprise Records, Version 5.1.2   

Configuring the file plan object store and the record-enabled object store

You must complete the Configure File Plan Object Store task and the Configure the Record Object Store task before you Import Templates or Transfer Workflows.

Procedure

To configure the object stores:

  1. Complete the Configure the File Plan Object Store task. After the IBM® Enterprise Records marking sets and add-ons are created in Content Engine or Content Platform Engine, you can then configure existing object stores. You can configure the object stores to be either IBM Enterprise Records file plan object stores (FPOS), record-enabled object stores (ROS), or both. This task configures a file plan object store (FPOS) by installing an IBM Enterprise Records data model Add-On. An object store that is not configured must be selected, along with the data model that you want. You must have the permissions of the Administrator of the object store and also be a Records Administrator to run this task.
    Tip: The Configure File Plan Object Store step can be skipped until the file plan object store is created.
    Important: Do not use periods in the file plan object store name. You cannot declare a record if a period is included in the object store name.
    Important: To successfully use the configured object store in the IBM Enterprise Records web application, you must run the security script and set the appropriate permissions. The security script is run in the web application. You are also prompted to run the script when you run the IBM Enterprise Records web application for the first time.
  2. Complete the Configure the Record Object Store task. After the IBM Enterprise Records marking sets and add-ons are created in Content Engine or Content Platform Engine, you can then configure existing object stores. The object stores can be either IBM Enterprise Records file plan object stores (FPOS), record-enabled object stores (ROS), or both. This task configures a record-enabled object store (ROS) by installing an IBM Enterprise Records ROS Add-On. An object store that is not configured as a ROS must be selected.


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Last updated: November 2013
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