IBM Enterprise Records, Version 5.1.2   

Configuring IBM Enterprise Records workflows for IBM Content Navigator

If you want to enable users to access IBM® Enterprise Records workflows from a desktop, you must associate an IBM FileNet® Content Manager repository that is configured to access a Process Engine connection point and configure the workflow settings on the desktop.

Procedure

To configure IBM Enterprise Records workflows to work with IBM Content Navigator:

  1. Configure IBM FileNet Process Engine for IBM Content Navigator. The Process Engine must be configured before you can create the application spaces where users can process workflows from their desktops.
  2. Prepare to configure IBM Enterprise Records workflows.
  3. Review the planning checklist that you completed for values that are required to complete these steps.
  4. Set the minimum and maximum heap size for Destroy Disposition Sweeps. To avoid out-of-memory errors, increase the heap size of the Application Engine Component Manager to 1 GB.
    1. Open Process Task Manager.
    2. Under the Component Manager node, select the appropriate Component Manager.
    3. Stop the Component Manager.
    4. Click the Advanced tab.
    5. Append to any existing values in the JRE Parameters field: -Xmx1024m.
    6. Click Apply and restart the Component Manager.
  5. If you are using Application Engine or Workplace XT, complete these substeps.
    1. Sign in to Application Engine or Workplace XT as a user that is a member of the Process Engine Configuration Group. You must also be assigned the PWConfiguration access role and the Records Administrator role.
      Tip: Sign in from the Application Engine or Workplace XT server. If the Application Engine or Workplace XT browser does not support the use of Java™ applets, you can sign in from an alternative server
    2. Select the Admin page (Application Engine) or Tools > Administration (Workplace XT).
    3. Run the Process Configuration Console.
    4. Click the connection point to start it.
  6. If you are using the Administration Console for Content Platform Engine, complete these substeps.
    1. Sign in to Administration Console for Content Platform Engine.
    2. Select the object store > Administrative > Workflow System.
    3. Run the Configure Workflow Settings from Actions.
    4. Click the connection point to start it.
  7. Import the IBM Enterprise Records workflow configuration file.
    1. From the Process Configuration Console, right-click the connection point and select Import from XML file.
    2. Click Browse and select the RMWorkflowConfiguration.xml file. This file is available in the ier_install_path/Workflow/configureRMworkflow directory.
      Tip: If you run Application Engine or Workplace XT from a server other than the Application Engine server, ensure that the RMWorkflowConfiguration.xml file is copied onto the browser server, and select it from that location.
    3. Select the Merge option.
    4. Click Import, then click Yes to proceed with the import. The status of the import is displayed.
    5. Click Details to view the details of the import, and then click Close.
    6. Click Close to close the dialog box.
    7. After the import completes, expand the Work Queues node and verify that the IBM Enterprise Records queues are listed.
  8. Update the adapter settings for the RM_Workflow_Util and RM_Operations component queues.
    1. From the Process Configuration Console, expand the Component Queues node for the connection point you are using.
    2. Right-click RM_Operations and select Properties.
    3. Select the Adaptor tab.
    4. Under JAAS credentials, enter the user name and password of a user who has both the Records Administrator and Process Engine Administrator roles. If you are using the DoD Classified data model, you must also have Top Secret clearance as defined in the Classified Records Security Personnel marking set.
    5. In the Configure Content text box, type CELogin and click OK.
    6. Right-click RM_Workflow_Util and select Properties.
    7. Select the Adaptor tab.
    8. Under JAAS credentials, enter the user name and password of a user who has both the Records Administrator and Process Engine Administrator roles. If you are using the DoD Classified data model, you must also have Top Secret clearance as defined in the Classified Records Security Personnel marking set.
    9. In the Configure Content text box, type CELogin (if it is not prefilled) and click OK.
    10. Right-click the connection point name and select Commit Changes. The Process Configuration Console dialog box is displayed.
    11. Click Continue.
    12. When the changes are saved, click Close.
  9. Set the base URL address of the IBM Enterprise Records web application.
    1. From the Process Configuration Console, right-click the connection point and select Properties.
    2. Select the Web Applications tab.
    3. Enter the URL of the IBM Enterprise Records web application in the Server Base URL column for the row that specifies your records management software. The format of the URL is: http://RM_web_application_server:port#/RM_application_name. For example, http://myserver:9080/EnterpriseRecords.
    4. Enter the URL of the IBM Content Navigator in the Server Base URL column for the row that specifies your IBM Content Navigator. The format of the URL is: http://[navigator_url]/navigator. For example: http://myserver:9080/navigator.
    5. Click OK.
    6. Right-click the connection point name and select Commit Changes. The Process Configuration Console dialog box is displayed.
    7. Click Continue.
    8. When the changes are saved, click Close.
  10. Close the Process Configuration Console and restart Component Manager to implement the changes that you made.
    Tip: When the Component Manager is restarted, a number of IBM Enterprise Records components do not start. Before they can be started, these components require the configuration ofIBM Enterprise Records JAR files.
  11. Configure access to workflows from an IBM FileNet Content Manager repository.
    1. In the IBM Content Navigator administration tool, log in to the repository for which you want to configure workflows.
    2. On the Configuration Parameters tab, select the appropriate Process Engine connection point.
    3. Save your changes to the repository configuration.
  12. Configure a desktop to display IBM FileNet P8 workflows.
    1. In the IBM Content Navigator administration tool, open the desktop for which you want to configure workflows.
    2. On the Repositories tab, add an IBM FileNet Content Manager repository that is configured to access a Process Engine connection point to the list of selected repositories.
    3. In the Layout section of the Appearance tab, ensure that the Work feature is in the list of selected features and specify the default repository for the Work feature.
    4. On the Workflows tab, select the repository that is configured to access a Process Engine connection point and add the Records Management application space to the list of Selected Application Spaces.
    5. Save your changes to the desktop.


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Last updated: November 2013
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