IBM Enterprise Records, Version 5.1.2   

Enabling declare in IBM Content Navigator

To declare a document in a particular record-enabled object store to a file plan object store, you must first enable the record-enabled object store and file plan object store for IBM® Content Navigator.

About this task

For any IBM Content Navigator desktop where you want users to be able to declare records, the record-enable object store and file plan object store must exist in the same desktop. For example, to declare documents in ROS1 to FPOS1, both repositories must exist in the same desktop.

Procedure

To enable the record-enable object store and file plan object store for IBM Content Navigator:

  1. Access the IBM Content Navigator Admin configuration client.
  2. Add repositories to the desktop. After repositories are added to the desktop, you can control which file plan object store users can declare records to. This decision depends on the desktops of the users. This control gives the administrators the ability to streamline and restrict the declare capabilities of departments or groups. Specific departments or groups are allowed to declare to specific file plan object stores.
  3. Enable the file plan object store to declare records in the configuration area of the plug-in.
    1. Access the IBM Content Navigator Admin configuration client.
    2. Browse to Plug-ins and click the IBM Enterprise Records administration client plug-in that you registered and loaded.
    3. In the configuration panel, note all the FileNet® P8 repositories that are registered inside of IBM Content Navigator.
    4. Locate all of the repositories that are file plan object stores and connect to them, if wanted.
    5. Select the Show in declare? option.
    6. Repeat this step for all of the file plan repositories in the system and click Save.
    For any content repository (ROS) where a user is declaring documents, the correct file plan repositories (FPOS) are displayed in the File Plan Repositories menu of the declare dialog. These repositories display only if the following prerequisites are satisfied:
    • The file plan repository is enabled with the Show in declare? option from the plug-in configuration panel of IBM Enterprise Records.
    • The file plan repository is on the same desktop as the content repository.
    To see the declare action, you must add the action. This action can be added to any menu. However, the content list toolbar and document menus are the most common menus.

    By default, the IBM Enterprise Records administration client plug-in tries to copy and auto-create custom menus for the default content list toolbar and document menu. IBM Enterprise Records automatically assigns these new menus to the default desktop and replaces the existing ones only if IBM Content Navigator default menus are used. For more information about menus, see the IBM Content Navigator documentation about custom menus and actions.

  4. Optional: Add the declare action to more custom menus or set it on more desktops.
    1. Access the IBM Content Navigator administration configuration client.
    2. Go to Menus and right-click the menu where you want to add the declare action.
    3. Select Copy.
    4. Provide a name for your new custom menu.
    5. In the available actions, find the declare action and move it to the selected actions.
    6. Move the declare action to the location you want and click Save.
    7. Go to Desktop and select the desktop where you want to display the declare action.
    8. Go to the Menus tab and find the menu that you copied in step b.
    9. Access the menu and set your custom menu with the declare action as the new menu.
    10. Save the desktop.
    11. Refresh the browser to see the declare action in the new custom menu.
    For more detailed information about customizing actions and menus in IBM Content Navigator, see the IBM Content Navigator documentation.


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Last updated: November 2013
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