To declare a document in a particular record-enabled object
store to a file plan object store, you must first enable the record-enabled
object store and file plan object store for IBM® Content
Navigator.
About this task
For any IBM Content
Navigator desktop
where you want users to be able to declare records, the record-enable
object store and file plan object store must exist in the same desktop.
For example, to declare documents in ROS1 to FPOS1, both repositories
must exist in the same desktop.
Procedure
To enable the record-enable object store and file plan
object store for IBM Content
Navigator:
- Access the IBM Content
Navigator Admin
configuration client.
- Add repositories to the desktop. After repositories
are added to the desktop, you can control which file plan object store
users can declare records to. This decision depends on the desktops
of the users. This control gives the administrators the ability to
streamline and restrict the declare capabilities of departments or
groups. Specific departments or groups are allowed to declare to specific
file plan object stores.
- Enable the file plan object store to declare records in
the configuration area of the plug-in.
- Access the IBM Content
Navigator Admin
configuration client.
- Browse to Plug-ins and click
the IBM Enterprise
Records administration
client plug-in that you registered and loaded.
- In the configuration panel, note all the FileNet® P8 repositories that are
registered inside of IBM Content
Navigator.
- Locate all of the repositories that are file plan object
stores and connect to them, if wanted.
- Select the Show in declare? option.
- Repeat this step for all of the file plan repositories
in the system and click Save.
For any content repository (ROS) where a user is declaring documents,
the correct file plan repositories (FPOS) are displayed in the File
Plan Repositories menu of the declare dialog. These repositories
display only if the following prerequisites are satisfied:- The file plan repository is enabled with the Show in
declare? option from the plug-in configuration panel of IBM Enterprise
Records.
- The file plan repository is on the same desktop as the content
repository.
To see the declare action, you must add the action. This action
can be added to any menu. However, the content list toolbar and document menus
are the most common menus.By default, the IBM Enterprise
Records administration client
plug-in tries to copy and auto-create custom menus for the default
content list toolbar and document menu. IBM Enterprise
Records automatically assigns
these new menus to the default desktop and replaces the existing ones
only if IBM Content
Navigator default
menus are used. For more information about menus, see the IBM Content
Navigator documentation about
custom menus and actions.
- Optional: Add the declare action to more custom
menus or set it on more desktops.
- Access the IBM Content
Navigator administration
configuration client.
- Go to Menus and right-click the
menu where you want to add the declare action.
- Select Copy.
- Provide a name for your new custom menu.
- In the available actions, find the declare action and
move it to the selected actions.
- Move the declare action to the location you want and
click Save.
- Go to Desktop and select the
desktop where you want to display the declare action.
- Go to the Menus tab and find
the menu that you copied in step b.
- Access the menu and set your custom menu with the declare
action as the new menu.
- Save the desktop.
- Refresh the browser to see the declare action in the
new custom menu.
For more detailed information about customizing actions and
menus in IBM Content
Navigator, see
the IBM Content
Navigator documentation.