You must determine the type of installation you are completing, a custom installation or a typical installation. Also, you must decide where you plan to install the IBM® Enterprise Records tools.
Components | Your site |
---|---|
Installation directory for the IBM Enterprise
Records component. See caveats detailed earlier. |
Installation directory: |
Location for the IBM Enterprise
Records component. Example: (Default) ier_install_path\RecordsManager |
Server: Directory: |
Location for the RM_API. Example: (Default) ier_install_path\API\RM_API |
Server: Directory: |
Location for the BDS_API. Example: (Default) ier_install_path\API\BDS_API |
Server: Directory: |
Location for the Disposition Sweep tool. Example: (Default) ier_install_path\RecordsManagerSweep |
Server: Directory: |
Location for the Hold Sweep tool. Example: (Default) ier_install_path\RecordsManagerSweep |
Server: Directory: |
Location for the Transfer tool. Example: (Default) ier_install_path\RMTransfer |
Server: Directory: |
Location for the File Plan Import Export tool. Example: (Default) ier_install_path\FilePlanImportExportTool |
Server: Directory: |
Application server type. | ____WebSphere® Application Server ____WebLogic Server ____JBoss Application Server |
Deployment type and name of the IBM Enterprise Records web application. | ____Deploy as a WAR file ____Deploy as a EAR file Web application name: |
Directory that contains the Application Engine or Workplace XTbootstrap.properties file. | Directory: |
Directory of the Application Engine or Workplace XTWEB-INF folder. | WEB-INF directory: |
Directory where you want to store the IBM Enterprise Records configuration files. | Directory: |
Location of the Crystal Reports server. Example: C:\Program Files\Business Objects\BusinessObjects Enterprise 12.0\Samples\en\Reports\ |
Directory: |
Report names Example: (report_name.rpt) Detailed Physical Records By Media Type Created.rpt | Report names: |
Data model | Data Model ____ Base ____ DoD ____ DoD Classified ____ PRO |
Object store names Make the name meaningful because users see this name when they browse the object stores, for example, Marketing_FilePlan or Marketing_FPOS. |
File plan object store (FPOS) name: Records-enabled object store (ROS) name: |
Storage type for the records-enabled object
store. For performance reasons, use a file storage area as the content storage area for your records-enabled object store (ROS). |
Storage type ____ Database ____ File system |
Install the sample declare record workflow | ____ Yes ____ No |
Secure Sockets Layer (SSL) | ____ No SSL ____ Redirect for login ____ Full SSL |
Allow users to create and manage links. | ____ Yes ____ No |
Add a link from Application Engine or Workplace XT to IBM Enterprise Records | ____ Yes ____ No |
Add a link from IBM Content Navigator to IBM Enterprise Records | ____ Yes ____ No |
Allow users with insufficient access rights
to create a record folder. Needed so users can send requests to users with insufficient access rights to create a folder. |
____ Yes ____ No |
Use record types to classify records to make them easier to search. | ____ Yes Record classes that must have a Record Type property that is assigned to them: ____ No |
Enable or subscribe to any events. Subscribing or enabling events is required if you use the DoD, DoD Classified, or PRO data model. |
____ Yes List the events: ____ No |
Use Content Based Retrieval (CBR) in simple search, search templates, or with conditional holds. | ____ Yes ____ No |