Print out and complete this checklist to ensure that you accurately note all of the information you need to complete the IBM® Enterprise Records software installation.
Task | Your site |
---|---|
IBM FileNet P8 Version 5.2 Checklist | |
WebSphere® Application Server | Version: Installation directory: Profile directory: Administrator user name: Administrator password: Host name: SOAP port: Cell: |
WebLogic Server | Version: Installation directory: Target server name: Domain directory: Administrator user name: Administrator password: Host name: SOAP port: Transaction timeout: |
Content Platform Engine server name: | |
Content Platform Engine port number: | |
Mail server name: | |
Mail server IP address: | |
Content Platform Engine release level: | |
Content Platform Engine Web Services Interface (WSI) | WSI URL: Content Platform Engine server name: Content Platform Engine port number: IBM Enterprise Records Administrator user name: IBM Enterprise Records Administrator password: |
IBM Content Navigator URL: | |
Name of the Crystal Reports server: | |
Name of the Cognos® Reports server: | |
Application Engine or Workplace XT bootstrap.properties file directory: | |
Application Engine or Workplace XT WEB-INF folder directory: | |
Application Engine or Workplace XT connection point name: | |
Java™ executable file directory for Application Engine or Workplace XT: | |
IBM Content Navigatorbootstrap.properties file directory: | |
IBM Content NavigatorWEB-INF folder directory: | |
Java executable file directory for IBM Content Navigator: | |
ier_install_path: | |
IBM Enterprise
Records Server: Directory: |
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RM_API Server: Directory: |
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BDS_API Server: Directory: |
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Disposition Sweep tool Server: Directory: |
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Hold Sweep tool Server: Directory: |
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Transfer tool Server: Directory: |
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File Plan Import Export tool Server: Directory: |
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Application server type: | ____WebSphere Application
Server ____WebLogic application server ____JBoss application server |
Deployment type and name of the IBM Enterprise Records web application. | ____Deploy as a WAR file ____Deploy as an EAR file Web application name: |
Application Engine or Workplace XT bootstrap.properties directory: | |
Application Engine or Workplace XT WEB-INF directory: | |
IBM Enterprise Records configuration files directory: | |
Directory of the Crystal Reports server: | |
Report names: | |
Identify the data model you plan to use? | ____ Base ____ DoD ____ DoD Classified ____ PRO |
Object store names File plan object etore (FPOS) name: Record-enabled object store (ROS) name: |
|
Storage type for the records-enabled object store. | ____ Database ____ File system |
Do you want to install the sample declare record workflow? | ____Yes ____No |
Do you want to enable Secure Sockets Layer (SSL)? | ____No SSL ____Redirect for login ____Full SSL |
Do you want to allow users to create and manage links? | ____Yes ____No |
Do you want to add a link from Application Engine or Workplace XT to IBM Enterprise Records? | ____Yes ____No |
Do you want to add a link from IBM Content Navigator to IBM Enterprise Records? | ____Yes ____No |
Do you want to allow users with insufficient privileges to create a record folder? | ____Yes ____No |
Do you want to use record types? | ____Yes Record classes that must have a Record Type property assigned to them: _____________ _____________________________ ____No |
If you use the DoD, DoD Classified, or PRO data model: do you want to enable or subscribe to any events? | ____Yes List the events: ___________________ _______________________________ ____No |
Do you plan to use Content Based Retrieval (CBR)? | ____Yes ____No |
GCD Administrator user name: | |
GCD Administrator password: | |
Does your user name have the appropriate access to the installation directory? | ____Yes ____No |
WebSphere Application Server administrative console user name and password: | User name: Password: |
WebLogic administrative console user name and password: | User name: Password: |
File plan object store (FPOS) administrator user and group accounts: | User accounts: Group accounts: |
Record-enabled object store (ROS) administrator user and group accounts: | User accounts: Group accounts: |
Application Engine or Workplace XT site preferences object store administrator accounts: | User accounts: Group accounts: User name: Password: |
Fully qualified LDAP name: | |
PWDesigner access role: | User accounts: Group accounts: |
Content Platform Engine Administrator, object store administrator (FPOS), and Records Administrator role: | User accounts: Group accounts: |
PWConfiguration access role and Records Administrator roles: | User accounts: Group accounts: |
Content Platform Engine Configuration group: | User accounts: Group accounts: |
Identify administration privileges for each file plan object store. |
|
Identify administration privileges for each record-enabled object store. |
|
Identify local administrative privileges for your installed servers. |
|
Identify Application Engine or Workplace XT access roles to configure workflows. | |
Identify IBM Content Navigator access roles to configure workflows. | |
Users and groups assigned to the
different security roles: Classification Guide Administrators (DoD Classified only): Records Administrator: Records Manager: Records reviewer or Privileged users: Records users: |
|
FPOS with the PRO data model: Security marking propagation option for objects: |
_____No propagation _____Folder to record _____Record to folder |
Document classes on the ROS for which the CanDeclare property must be set to True: | _____Document class _____Other classes: |
Which groups do you want to assign to the records management work queues on the Content Platform Engine server? |
|
Identify Application Engine or Workplace XT access roles to configure Site Preferences. | |
Identify IBM Content Navigator access roles to configure Site Preferences. | |
Verify home directory information if you install IBM Enterprise Records as a non-root user. |
|
IBM FileNet P8 Version 5.1 or earlier checklist | |
WebSphere Application Server | Version: Installation directory: Profile directory: Administrator user name: Administrator password: Host name: SOAP port: Cell: |
WebLogic Server | Version: Installation directory: Target server name: Domain directory: Administrator user name: Administrator password: Host name: SOAP port: Transaction timeout: |
Content Engine server name: | |
Content Engine port number: | |
Content Engine configuration file directory: | |
Mail server name: | |
Mail server IP address: | |
Content Engine release level: | |
Content Engine Web Services Interface (WSI) | WSI URL: Content Engine server name: Content Engine port number: IBM Enterprise Records Administrator user name: IBM Enterprise Records Administrator password: |
IBM Content Navigator URL: | |
Name of the Crystal Reports server: | |
Name of the Cognos Reports server: | |
Application Engine or Workplace XT bootstrap.properties file directory: | |
Application Engine or Workplace XT WEB-INF folder directory: | |
Application Engine or Workplace XT connection point name: | |
Java executable file directory for Application Engine or Workplace XT: | |
IBM Content Navigatorbootstrap.properties file directory: | |
IBM Content NavigatorWEB-INF folder directory: | |
Java executable file directory for IBM Content Navigator: | |
ier_install_path: | |
IBM Enterprise
Records Server: Directory: |
|
RM_API Server: Directory: |
|
BDS_API Server: Directory: |
|
Disposition Sweep tool Server: Directory: |
|
Hold Sweep tool Server: Directory: |
|
Transfer tool Server: Directory: |
|
File Plan Import Export tool Server: Directory: |
|
Application server type: | ____WebSphere Application
Server ____WebLogic application server ____JBoss application server |
Deployment type and name of the IBM Enterprise Records web application. | ____Deploy as a WAR file ____Deploy as an EAR file Web application name: |
Application Engine or Workplace XT bootstrap.properties directory: | |
Application Engine or Workplace XT WEB-INF directory: | |
IBM Enterprise Records configuration files directory: | |
Directory of the Crystal Reports server: | |
Report names: | |
Identify the data model you plan to use? | ____ Base ____ DoD ____ DoD Classified ____ PRO |
Object store names File plan object store (FPOS) name: Record-enabled object store (ROS) name: |
|
Storage type for the records-enabled object store. | ____ Database ____ File system |
Do you want to install the sample declare record workflow? | ____Yes ____No |
Do you want to enable Secure Sockets Layer (SSL)? | ____No SSL ____Redirect for login ____Full SSL |
Do you want to allow users to create and manage links? | ____Yes ____No |
Do you want to add a link from Application Engine or Workplace XT to IBM Enterprise Records? | ____Yes ____No |
Do you want to add a link from IBM Content Navigator to IBM Enterprise Records? | ____Yes ____No |
Do you want to allow users with insufficient privileges to create a record folder? | ____Yes ____No |
Do you want to use record types? | ____Yes Record classes that must have a Record Type property assigned to them: _____________ _____________________________ ____No |
If you use the DoD, DoD Classified, or PRO data model: do you want to enable or subscribe to any events? | ____Yes List the events: ___________________ _______________________________ ____No |
Do you plan to use Content Based Retrieval (CBR)? | ____Yes ____No |
GCD Administrator user name: | |
GCD Administrator password: | |
Does your user name have the appropriate access to the installation directory? | ____Yes ____No |
WebSphere Application Server administrative console user name and password: | User name: Password: |
WebLogic administrative console user name and password: | User name: Password: |
File plan object store (FPOS) administrator user and group accounts: | User accounts: Group accounts: |
Record-enabled object store (ROS) administrator user and group accounts: | User accounts: Group accounts: |
Application Engine or Workplace XT site preferences object store administrator accounts: | User accounts: Group accounts: User name: Password: |
Fully qualified LDAP name: | |
PWDesigner access role: | User accounts: Group accounts: |
Process Engine Administrator, object store administrator (FPOS), and Records Administrator role: | User accounts: Group accounts: |
PWConfiguration access role and Records Administrator roles: | User accounts: Group accounts: |
Account for the Content Engine Configuration group. | User accounts: Group accounts: |
Identify administration privileges for each file plan object store. |
|
Identify administration privileges for each record-enabled object store. |
|
Identify local administrative privileges for your installed servers. |
|
Identify Application Engine or Workplace XT access roles to configure workflows. | |
Identify IBM Content Navigator access roles to configure workflows. | |
Users and groups assigned to the
different security roles: Classification Guide Administrators (DoD Classified only): Records Administrator: Records Manager: Records reviewer or Privileged users: Records users: |
|
FPOS with the PRO data model: Security marking propagation option for objects: |
_____No propagation _____Folder to record _____Record to folder |
Document classes on the ROS for which the CanDeclare property must be set to True: | _____Document class _____Other classes: |
Which groups do you want to assign to the records management work queues on the Process Engine server? |
|
Identify Application Engine or Workplace XT access roles to configure Site Preferences. | |
Identify IBM Content Navigator access roles to configure Site Preferences. | |
Verify home directory information if you install IBM Enterprise Records as a non-root user. |
|