Index
A
B
C
D
E
F
G
H
I
L
M
N
O
P
R
S
T
U
V
W
A
B
C
- categories
- categories, active
- categories, inactive
- category, adding a record
- category, deleting
- category, process
- charge out
- charge out physical entities
- classes and properties
- classes and properties, customizing
- classification, security
- classified document properties, add
- classified record, declaring
- close container
- common query artifacts
- confidential record
- configuration, audit
- configuration options
- configuration options, override
- configuration overview
- configurations, report
- configure object stores
- configure Screening workflow
- configure security marking propagation
- configure volume name suffix
- configure workflow batch size
- configuring auditing
- configuring Disposition Sweep
- configuring Hold Sweep
- configuring retaining metadata
- confirm prompts
- container, close
- container, open
- containers, viewing
- conventions, naming
- convert to FPOS and ROS
- copy a record
- create a report definition
- create entry template
- create record folder workflow
- create workflows
- creating a link
- creating file plan
- customizing an IBM Enterprise Records solution
- customizing classes and properties
- customizing record declaration entry templates
- customizing reports
- customizing searches
- customizing workflows
- cutoff workflow
D
- date, adding a predefined
- date, deleting predefined
- date, predefined
- declaring a classified record
- Declassification Sweep, run
- default file plan
- default record type
- default search criteria
- define disposition schedule
- defining a search
- deleting a category
- deleting a folder
- deleting a link
- deleting a location
- deleting a predefined date
- deleting a record
- deleting a volume
- deleting an action
- deleting an event
- deleting disposition schedule
- deleting entities
- Destroy workflow
- display of properties
- displaying record type metadata during declaration
- disposition action
- disposition hold, add
- disposition hold, modify
- disposition hold, remove
- disposition holds (1), (2)
- Disposition Review workflow
- disposition schedule, define
- disposition schedule, deleting
- disposition schedule, entity (1), (2)
- disposition schedule, initiating
- disposition schedule, modify
- disposition schedules
- Disposition Sweep, configuring
- Disposition Sweep, run
- Disposition Sweep for an Auto Destroy action
- disposition workflows
- document, paper
- document information of a record
- document properties, add classified
- document properties, add NARA
E
- Edit Export Transfer Mapping
- Edit Import Transfer Mapping
- Edit Import Transfer Mapping wizard
- email mapping tool
- entities, add
- entities, bookmark
- entities, Charge out physical
- entities, deleting
- entities, processing multiple
- entities, retrieving
- entities, searching
- entities on hold
- entities on hold, place
- entity, physical
- entity disposition schedule (1), (2)
- entity properties, modifying
- entity properties, viewing
- entry template, Create
- error handling
- event, adding an external
- event, adding an internal
- event, deleting
- event, internal
- event, modify
- event, recurring
- event handlers
- event trigger, add recurring
- event triggers
- events, external
- example report queries
- export, record folder
- export a record
- export audit logs
- export record folder
- Export workflow
- Export workflow with mapping
- external event, adding
- external events
- extract link
F
G
H
I
L
- link, creating
- link, deleting
- link, extract
- link, Hybrid Folder
- link, Record Copy
- link, Record Folder See Also
- link, Record See Also
- link, Reference
- link, Rendition
- link class site preference
- link class site preference, set
- links
- location
- location, add
- location, deleting
- location, modify
- locations of physical entities
- log4j
- log4j properties file
- logging
M
N
O
- object
- object, add groups
- object, add users
- object, select
- object relationships
- object security
- object security settings
- Object Store, Select
- object store, upgrade
- object stores, configure
- open container
- optional configuration tasks (1), (2)
- options, configuration
- options, install AddOn
- override configuration options
- overview, configuration
P
- paper document
- pattern, naming
- performance, report
- physical entities, charge out
- physical entities, locations
- physical entity
- physical entity, scan
- physical item, scan
- physical record (1), (2)
- physical records, managing
- place entities on hold
- place holds manually
- predefined date
- predefined date, adding
- predefined date, deleting
- predefined date, modify
- preferences, site
- prerequisites, report
- process a category
- process a file plan
- processing multiple entities
- prompts, confirm
- properties, add classified document
- properties reference
- property synchronization
R
- receipts
- record
- record, confidential
- record, copy
- record, deleting
- record, export
- record, physical (1), (2)
- record, secret
- record, top secret
- record, unclassified
- record, undeclare
- record category, adding
- record category, relocate
- Record Copy link
- record declaration entry templates, customizing
- record folder, adding
- record folder, export
- record folder, relocate
- Record Folder See Also link
- record folder workflow, create
- record folders, import
- Record See Also link
- record type
- record type, adding
- record type, modifying
- record types
- records
- records, file
- records, import
- records, move
- recurring event
- recurring event trigger, add
- reference, properties
- Reference link
- relocate record category
- relocate record folder
- remove disposition hold
- remove security policy
- Rendition link
- report
- report application server path site preference
- report configurations
- report definition, add
- report definition, create
- report definition specific criteria
- report entity types and classification actions
- report generation
- report performance
- report prerequisites
- report query best practices
- report template
- report title and description
- reports
- reports, customizing
- Request Record Folder site preference
- retain metadata
- retained metadata
- retaining metadata, configuring
- retrieving entities
- review vital records
- roadmap
- run Declassification Sweep
- run Disposition Sweep
- run Hold Sweep
- run Initiate Disposition
- running a search
S
- sample templates, import
- scan a physical entity
- scan a physical item
- schedule, define a disposition
- schedule, deleting disposition
- schedules
- schedules, disposition
- screening workflow
- Screening workflow, configure
- search, defining
- search, running
- search results
- search templates
- searches, customizing
- searching entities
- secret record
- security, FileNet P8
- security, set
- security classification
- security markings
- security policy, assign
- security policy, remove
- security roles, IBM Enterprise Records
- security settings
- security settings, object
- select groups
- select item
- select object
- Select Object Store
- Select Object Store page
- select users
- select values
- set security
- settings, object security
- sign in
- sign out
- site preference, link class
- site preferences
- solution, customizing
- solution, customizing an
- suffix, volume name
- superseding records
- support, multilingual
- sweep processes
- system administration
- system configuration
T
- tabs, using
- template, create an entry
- templates, import sample
- tips, File Plan Import and Export Tool
- tool, email mapping
- tool, Transfer
- Tool, Transfer
- top secret record
- transfer mapping, Add
- transfer mapping properties
- Transfer tool (1), (2)
- Transfer tool, IBM Enterprise Records
- Transfer Tool, IBM Enterprise Records
- trigger, add a recurring event
- triggers, event
- troubleshooting, File Plan Import and Export Tool
- two-step transfer workflow
- Two-step Transfer workflow with mapping
- type, record
U
V
W
- window, confirmation
- window, status
- wizard, Add Import Transfer Mapping
- wizard, Edit Import Transfer Mapping
- workflow, configure Screening
- workflow, create record folder
- workflow, cutoff
- workflow, Destroy
- workflow, Disposition Review
- workflow, Export
- workflow, Interim Transfer
- workflow, screening
- workflow batch size, configure
- workflow trackers
- workflow with mapping, Export
- workflow with mapping, Interim Transfer
- workflows
- workflows, create
- workflows, customizing
- workflows, modify
- Workplace view of IBM Enterprise Records properties