IBM Enterprise Records, Version 5.1.2    

Setting the default file plan

Follow these instructions to set the default file plan.

About this task

Default file plan configuration settings are available for:

If the user preference or the site preference for the IBM Enterprise Records application does not have a default file plan set, the system searches for an FPOS. The system uses the first available file plan in the FPOS as the default.

Procedure

To set the default file plan for a user:

  1. Select the Configure tab and then click Set Default File Plan. A list of available object stores you set as the Support File Plan site preference displays.
  2. Click the object store that contains the file plan that you want to set as the default file plan. The system displays a list of available file plans in the selected object store.
  3. Click the file plan that you want to set as the default file plan then click Accept.

Results

The current default file plan is displayed with the Set Default File Plan link in the Configure tab. Click Reset Default File Plan to clear the user preference for the default file plan.

To set the default file plan for the IBM Enterprise Records application:

  1. Run Workplace and sign in as a member of the Application Engine Administrators group.
  2. Select the Admin tab and click Site Preferences.
  3. On the General information screen, scroll to the Records Management section and click Default File Plan. The system displays a list of available object stores you set as the Support File Plan site preference.
  4. Select the object store that contains the file plan that you want to set as the default file plan.
  5. Select a file plan from the list of available file plans.
  6. Click Accept to select the file plan as the default, or click Close to exit.
  7. Click Apply to save your changes.
  8. Click Exit.

To set the default file plan for Workplace:

  1. Run Workplace and sign in as a member of the Application Engine Administrators group.
  2. Select the Admin tab and click Site Preferences.
  3. Select the Object Stores page to display a list of available object stores you set as the Support File Plan site preference.
  4. Select the object store that contains the file plan that you want to set as the default file plan.
  5. Scroll to the Records Management section and click Default File Plan.
  6. Select a file plan from the list of available file plans.
  7. Click Accept to select the file plan as the default, or click Close to exit.
  8. Click Apply to save your changes.
  9. Click Exit.


Feedback

Last updated: November 2013
set_default_file_plan.htm

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