The Site preferences page contains settings that control how the IBM® Enterprise Records application looks and performs at your site. In addition, IBM Enterprise Records also uses a number of settings from Workplace or Workplace XT to further configure the appearance of the IBM Enterprise Records application.
http://publib.boulder.ibm.com/infocenter/
p8docs/v5r1m0/topic/com.ibm.p8.ier.user.doc
http://server-name[:port]/
application-name/topic/com.ibm.p8.ier.user.doc
where:Preference view | Site preference | Description |
---|---|---|
General > User Settings > Display | Default list view | IBM Enterprise Records supports only the Detailed list view and ignores this setting if set to Magazine. |
General > User Settings > Display | Confirmation page visibility | IBM Enterprise Records applies this preference. |
General > User Settings > Display | Date format | IBM Enterprise Records applies this preference. |
General > User Settings > Display | Time format | IBM Enterprise Records applies this preference. |
General > General Settings > Display | Magazine list view page size | IBM Enterprise Records uses this preference in Select Object links that open in a separate dialog, for example, Select Disposal Schedule. However, the Browse view in IBM Enterprise Records does not apply this preference. |
General > General Settings > Display | Detailed list view page size | IBM Enterprise Records applies this preference. |
General > General Settings > Display | Choice list size | IBM Enterprise Records applies this preference. |
General > General Settings > Display | Group and User maximum filter size | IBM Enterprise Records applies this preference. |
General > General Settings > Display | Maximum number of items returned by searches | IBM Enterprise Records does not apply this preference. |
General > General Settings > Display | Format dates using server time zone | IBM Enterprise Records applies this preference. |
General > General Settings > Display | Navigation row size | IBM Enterprise Records applies this preference in some views, for example, when a user is setting the default file plan and when showing search templates and stored searches. |
General > General Settings > Application | Records Management Installed | Indicates whether the IBM Enterprise Records application is installed. Set this value to Yes after IBM IBM Enterprise Records is installed to enable other IBM Enterprise Records site preferences. |
General > General Settings > Folder Filter | Maximum number of documents before filtering | IBM Enterprise Records uses this preference to limit the number of records that are returned from the Content Platform Engine to show in the Browse view of IBM Enterprise Records. |
General > General Settings > Folder Filter | Maximum number of custom objects before filtering | IBM Enterprise Records uses this preference to limit the number of custom objects that are returned from the Content Platform Engine to be shown in IBM Enterprise Records. Custom objects are items such as disposition schedules, holds, and others. |
General > General Settings > Author | Security page visibility | IBM Enterprise Records uses this preference to determine whether to show the Security page when a user is creating IBM Enterprise Records entities, such as file plans, record categories, and record folders. |
General > General Settings > Records Management | Default File Plan | Specifies the file plan that acts as the default file plan when users log on to the IBM Enterprise Records application. For more information, go to the Setting the default file plan link at the end of this topic. |
General > General Settings > Records Management | Report application server path | Specifies the name of the server that hosts the Crystal Reports Application Server. For more information, go to the Setting the report application server path site preference link at the end of this topic. |
Object Stores > Names | Folder Name | IBM Enterprise Records uses this preference as the default property when showing folders in a list view. |
Object Stores > Names | Document Name | IBM Enterprise Records uses this preference as the default property when showing documents in a list view. |
Object Stores > Records Management | Support File Plan | Indicates whether the currently selected object store can contain file plans, that is, the hierarchy of records management entities to classify records. Set this preference to Yes if you want the object store to act as an FPOS. |
Object Stores > Records Management | Support Declare Records | Indicates whether the currently selected object store can contain records. |
Object Stores > Records Management | Default File Plan | Specifies the file plan that is the default file plan for Workplace. For more information, go to the Setting the default file plan link at the end of this topic. |
Object Stores > Editable Link Classes | Add Link Class | IBM Enterprise Records uses this property for IBM Enterprise Records Link classes. For more information, go to the Setting the link class site preference link at the end of this topic. |
Bootstrap > Preference Settings | Object store location | IBM Enterprise Records applies this preference. |
Bootstrap > Preference Settings | Preference name | IBM Enterprise Records applies this preference. |
Author Page | Records Manager | Includes preference settings for the Records
Manager item that users can use to start the IBM Enterprise
Records application from Workplace.
These settings include:
|
Author Page | Request Record Folder | Includes preference settings for the Request Record Folder item that users can use to open the Create Record Folder workflow. For more information, go to the Set the Request Record Folder site preference link at the end of this topic. |
IBM Enterprise Records uses the Workplace or Workplace XT Base URL that is stored in the Site Preferences to link to Workplace. The Workplace Base URL is initially set from the first URL request that Workplace receives after logging in when the Administrator sets the initial bootstrap preferences after installing the Application Engine. However, if changes are made to the base URL you can no longer link your IBM Enterprise Records application with Workplace. To continue linking IBM Enterprise Records with Workplace, you must refresh the Workplace Base URL whenever you do the following tasks:
To refresh the Workplace Base URL:
<setting key="RMBaseURL">http://localhost:8080/RecordsManager</setting> changed to
<setting key="RMBaseURL">http://localhost:7001/RM</setting>