After you configure an IBM® Enterprise
Records file plan object store
(FPOS), there are a few template and workflow tasks you can complete.
About this task
You can import
IBM Enterprise
Records Search Templates and Physical Record Declare template.
You can configure workflows by configuring a connection point and
component queues. You can also transfer
IBM Enterprise
Records workflows definitions
from the FPOS to the
Process Engine or
Content Platform Engine.
Procedure
To import templates and transfer workflows by using Configuration
Manager:
- Optional: Complete the Import Templates task. This task imports the search templates for the IBM Legacy
Content Search Engine and the IBM Content
Search Services. This task also imports the Physical Record Entry
template into a file plan object store. The Search Templates option provides predefined search templates for locating records
and record folders, and they can be accessed on the IBM Enterprise
Records web application Search
page. The Physical Record Declare Template option
is needed when you declare physical records in the IBM Enterprise
Records web application.
Important: Before you complete the following Complete
the Transfer Workflows task, complete the subtopics under
the topic entitled Configuring Workflows and
then return to this step.
- Complete the Configure Workflows task. Before you complete the Transfer Workflows task, you must configure a connection point to the region and configure
the component queues for IBM Enterprise
Records workflows.
- This task creates a code module that contains a list of JAR files
that are needed for the component queues operations for IBM Enterprise
Records workflows.
- This task checks in the code module to the object store of the
connection point in the CodeModules folder.
- This task also imports the operations into the component queues
of the specified connection point by using the RMComponentConfiguration.xml file in the specified workflow configuration directory. For example,
you might use the file in the EnterpriseRecords\Workflow\configureRMworkflow directory.
- This task sets the JAAS credentials with the user name and password
for the RM_Operations and RM_Workflow_Util component queues.
- This task sets the server base URL for IBM Enterprise
Records and IBM Content
Navigator web applications.
Important: Complete this task to configure IBM Enterprise
Records workflows for Content Platform Engine V5.2 to use the current
version of IBM FileNet® P8Component
Manager. If you want to configure the workflows to use an earlier
version of IBM FileNet P8 Component
Manager (legacy Component Manager), you must complete different configuring
workflows.
- Finish the Complete the Transfer Workflows task. The workflows must be transferred before they can
be run. An FPOS and a Connection Point to the region must be specified.