IBM Enterprise Records, Version 5.1.2   

User printable prerequisite checklist

Print out and complete this checklist to ensure that you accurately note all of the information you need to complete the IBM® Enterprise Records software installation.

Table 1. Printable prerequisite checklist
Task Your site
IBM FileNet P8 Version 5.2 Checklist  
WebSphere® Application Server Version:

Installation directory:

Profile directory:

Administrator user name:

Administrator password:

Host name:

SOAP port:

Cell:

WebLogic Server Version:

Installation directory:

Target server name:

Domain directory:

Administrator user name:

Administrator password:

Host name:

SOAP port:

Transaction timeout:

Content Platform Engine server name:  
Content Platform Engine port number:  
Mail server name:  
Mail server IP address:  
Content Platform Engine release level:  
Content Platform Engine Web Services Interface (WSI) WSI URL:

Content Platform Engine server name:

Content Platform Engine port number:

IBM Enterprise Records Administrator user name:

IBM Enterprise Records Administrator password:

IBM Content Navigator URL:  
Name of the Crystal Reports server:  
Name of the Cognos® Reports server:  
Application Engine or Workplace XT bootstrap.properties file directory:  
Application Engine or Workplace XT WEB-INF folder directory:  
Application Engine or Workplace XT connection point name:  
Java™ executable file directory for Application Engine or Workplace XT:  
IBM Content Navigatorbootstrap.properties file directory:  
IBM Content NavigatorWEB-INF folder directory:  
Java executable file directory for IBM Content Navigator:  
ier_install_path:  
IBM Enterprise Records

Server:

Directory:

 
 
 
RM_API

Server:

Directory:

 
 
 
BDS_API

Server:

Directory:

 
 
 
Disposition Sweep tool

Server:

Directory:

 
 
 
Hold Sweep tool

Server:

Directory:

 
 
 
Transfer tool

Server:

Directory:

 
 
 
File Plan Import Export tool

Server:

Directory:

 
 
 
Application server type: ____WebSphere Application Server

____WebLogic application server

____JBoss application server

Deployment type and name of the IBM Enterprise Records web application. ____Deploy as a WAR file

____Deploy as an EAR file

Web application name:

Application Engine or Workplace XT bootstrap.properties directory:  
Application Engine or Workplace XT WEB-INF directory:  
IBM Enterprise Records configuration files directory:  
Directory of the Crystal Reports server:  
Report names:  
Identify the data model you plan to use? ____ Base

____ DoD

____ DoD Classified

____ PRO

Object store names

File plan object etore (FPOS) name:

Record-enabled object store (ROS) name:

 
 
 
Storage type for the records-enabled object store. ____ Database

____ File system

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 IBM Enterprise Records? ____Yes

____No

Do you want to add a link from IBM Content Navigator to IBM Enterprise Records? ____Yes

____No

Do you want to allow users with insufficient privileges to create a record 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

Do you plan to use Content Based Retrieval (CBR)? ____Yes

____No

GCD Administrator user name:  
GCD Administrator password:  
Does your user name have the appropriate access to the installation directory? ____Yes

____No

WebSphere Application Server administrative console user name and password: User name:

Password:

WebLogic administrative console user name and password: User name:

Password:

File plan object store (FPOS) administrator user and group accounts: User accounts:

Group accounts:

Record-enabled object store (ROS) administrator user and group accounts: User accounts:

Group accounts:

Application Engine or Workplace XT site preferences object store administrator accounts:

User accounts:

Group accounts:

User name:

Password:

Fully qualified LDAP name:  
PWDesigner access role: User accounts:

Group accounts:

Content Platform Engine Administrator, object store administrator (FPOS), and Records Administrator role: User accounts:

Group accounts:

PWConfiguration access role and Records Administrator roles: User accounts:

Group accounts:

Content Platform Engine Configuration group: User accounts:

Group accounts:

Identify administration privileges for each file plan object store.
  • _________________ FPOS 1
  • _________________ FPOS 2
Identify administration privileges for each record-enabled object store.
  • _________________ ROS 1
  • _________________ ROS 2
Identify local administrative privileges for your installed servers.
  • _________________ Content Platform Engine or Content Engine server
  • _________________ Workplace XT
  • _________________ IBM Content Navigator
  • _________________ Application server
  • _________________ Reports server
Identify Application Engine or Workplace XT access roles to configure workflows.  
Identify IBM Content Navigator access roles to configure workflows.  
Users and groups assigned to the different security roles:

Classification Guide Administrators (DoD Classified only):

Records Administrator:

Records Manager:

Records reviewer or Privileged users:

Records users:

 
 
 
 
 
 
FPOS with the PRO data model:

Security marking propagation option for objects:

_____No propagation

_____Folder to record

_____Record to folder

Document classes on the ROS for which the CanDeclare property must be set to True: _____Document class

_____Other classes:

Which groups do you want to assign to the records management work queues on the Content Platform Engine server?
  • ____PhysicalEntitiesDeliveryQueue
  • ____PhysicalEntitiesFindLostQueue
  • ____PhysicalEntitiesKeeperQueue
  • ____PhysicalEntitiesReserveQueue
  • ____PhysicalEntitiesWaitQueue
  • ____RecordsManagerApproval
Identify Application Engine or Workplace XT access roles to configure Site Preferences.  
Identify IBM Content Navigator access roles to configure Site Preferences.  
Verify home directory information if you install IBM Enterprise Records as a non-root user.
  • _____User Home directory:
  • _____User full permissions on home directory and subdirectories:
    • Look for the home directory on the system and then checking the directories properties.
  • _____Record to folder:
IBM FileNet P8 Version 5.1 or earlier checklist  
WebSphere Application Server Version:

Installation directory:

Profile directory:

Administrator user name:

Administrator password:

Host name:

SOAP port:

Cell:

WebLogic Server Version:

Installation directory:

Target server name:

Domain directory:

Administrator user name:

Administrator password:

Host name:

SOAP port:

Transaction timeout:

Content Engine server name:  
Content Engine port number:  
Content Engine configuration file directory:  
Mail server name:  
Mail server IP address:  
Content Engine release level:  
Content Engine Web Services Interface (WSI) WSI URL:

Content Engine server name:

Content Engine port number:

IBM Enterprise Records Administrator user name:

IBM Enterprise Records Administrator password:

IBM Content Navigator URL:  
Name of the Crystal Reports server:  
Name of the Cognos Reports server:  
Application Engine or Workplace XT bootstrap.properties file directory:  
Application Engine or Workplace XT WEB-INF folder directory:  
Application Engine or Workplace XT connection point name:  
Java executable file directory for Application Engine or Workplace XT:  
IBM Content Navigatorbootstrap.properties file directory:  
IBM Content NavigatorWEB-INF folder directory:  
Java executable file directory for IBM Content Navigator:  
ier_install_path:  
IBM Enterprise Records

Server:

Directory:

 
 
 
RM_API

Server:

Directory:

 
 
 
BDS_API

Server:

Directory:

 
 
 
Disposition Sweep tool

Server:

Directory:

 
 
 
Hold Sweep tool

Server:

Directory:

 
 
 
Transfer tool

Server:

Directory:

 
 
 
File Plan Import Export tool

Server:

Directory:

 
 
 
Application server type: ____WebSphere Application Server

____WebLogic application server

____JBoss application server

Deployment type and name of the IBM Enterprise Records web application. ____Deploy as a WAR file

____Deploy as an EAR file

Web application name:

Application Engine or Workplace XT bootstrap.properties directory:  
Application Engine or Workplace XT WEB-INF directory:  
IBM Enterprise Records configuration files directory:  
Directory of the Crystal Reports server:  
Report names:  
Identify the data model you plan to use? ____ Base

____ DoD

____ DoD Classified

____ PRO

Object store names

File plan object store (FPOS) name:

Record-enabled object store (ROS) name:

 
 
 
Storage type for the records-enabled object store. ____ Database

____ File system

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 IBM Enterprise Records? ____Yes

____No

Do you want to add a link from IBM Content Navigator to IBM Enterprise Records? ____Yes

____No

Do you want to allow users with insufficient privileges to create a record 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

Do you plan to use Content Based Retrieval (CBR)? ____Yes

____No

GCD Administrator user name:  
GCD Administrator password:  
Does your user name have the appropriate access to the installation directory? ____Yes

____No

WebSphere Application Server administrative console user name and password: User name:

Password:

WebLogic administrative console user name and password: User name:

Password:

File plan object store (FPOS) administrator user and group accounts: User accounts:

Group accounts:

Record-enabled object store (ROS) administrator user and group accounts: User accounts:

Group accounts:

Application Engine or Workplace XT site preferences object store administrator accounts:

User accounts:

Group accounts:

User name:

Password:

Fully qualified LDAP name:  
PWDesigner access role: User accounts:

Group accounts:

Process Engine Administrator, object store administrator (FPOS), and Records Administrator role: User accounts:

Group accounts:

PWConfiguration access role and Records Administrator roles: User accounts:

Group accounts:

Account for the Content Engine Configuration group. User accounts:

Group accounts:

Identify administration privileges for each file plan object store.
  • _________________ FPOS 1
  • _________________ FPOS 2
Identify administration privileges for each record-enabled object store.
  • _________________ ROS 1
  • _________________ ROS 2
Identify local administrative privileges for your installed servers.
  • _________________ Content Platform Engine or Content Engine server
  • _________________ Workplace XT
  • _________________ IBM Content Navigator
  • _________________ Application server
  • _________________ Reports server
Identify Application Engine or Workplace XT access roles to configure workflows.  
Identify IBM Content Navigator access roles to configure workflows.  
Users and groups assigned to the different security roles:

Classification Guide Administrators (DoD Classified only):

Records Administrator:

Records Manager:

Records reviewer or Privileged users:

Records users:

 
 
 
 
 
 
FPOS with the PRO data model:

Security marking propagation option for objects:

_____No propagation

_____Folder to record

_____Record to folder

Document classes on the ROS for which the CanDeclare property must be set to True: _____Document class

_____Other classes:

Which groups do you want to assign to the records management work queues on the Process Engine server?
  • ____PhysicalEntitiesDeliveryQueue
  • ____PhysicalEntitiesFindLostQueue
  • ____PhysicalEntitiesKeeperQueue
  • ____PhysicalEntitiesReserveQueue
  • ____PhysicalEntitiesWaitQueue
  • ____RecordsManagerApproval
Identify Application Engine or Workplace XT access roles to configure Site Preferences.  
Identify IBM Content Navigator access roles to configure Site Preferences.  
Verify home directory information if you install IBM Enterprise Records as a non-root user.
  • _____User Home directory:
  • _____User full permissions on home directory and subdirectories:
    • Look for the home directory on the system and then checking the directories properties.
  • _____Record to folder:


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Last updated: November 2013
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