IBM Enterprise Records, Version 5.1.2   

Creating marking sets and add-ons

You must complete the Create Marking Sets and Add-Ons task before you configure your file plan and record-enabled object stores. This task creates IBM® Enterprise Records marking sets and IBM Enterprise Records data model add-ons in Content Engine or Content Platform Engine.

Procedure

To create marking sets and add-ons:

Complete the Create Marking Sets and Add-ons task.
Before you complete this step, you must add the prerequisite add-ons for the add-ons to configure a file plan object store. The IBM Enterprise Records V5.1.2 Base FPOS add-on has a list of prerequisite add-ons. The following list contains the names of the prerequisite add-ons for Content Engine V5.2.0:
  • 5.2.0 Base Content Engine Extensions
  • 5.2.0 Base Application Extensions
  • 5.2.0 Workplace Base Extensions
  • 5.2.0 Workplace E-mail Extensions
  • 5.2.0 Workplace Templates Extensions
  • 5.2.0 Workplace Stored Search Extensions
Important: The version prefix on the prerequisite add-on titles is the Content Engine server version. If IBM Enterprise Records is running on Content Engine V4.5.1, then the prerequisite add-ons are prefixed with 4.5.1: for example, 4.5.1 Base Content Engine Extensions. IBM Administration Console for Content Platform Engine or Enterprise Manager lists all the add-ons, including prerequisite versions. You can tell the version from the add-on titles.

Starting with Content Platform Engine V5.2, add-on extensions that are prerequisites for IBM Enterprise Records might not be preselected at the time the object store is created in IBM Administration Console for Content Platform Engine or Enterprise Manager. To make sure that the correct add-on extensions are installed at the time you are configuring your object store, click Workplace/WorkplaceXT when you are prompted to select add-ons.

The marking sets and add-ons that are created are for the particular data model selected. The task can be run again when you mark sets and add-ons for other data models are needed.

Additionally, this task deploys the Enterprise Records Report Definitions add-on to the domain and the Configure File Plan Object Store task applies the add-on to the file plan object store. This add-on is only for the Base and DoD data models.

The following table contains a complete list of all marking sets and add-ons for all data models:
Marking Sets Add-ons
  • Prevent RM Entity Deletion
  • Prevent RM Entity Deletion PRO
  • Security Categories
  • Security Categories DoD Classified
  • Supplemental Marking
  • Enterprise Records 5.1.2 Base FPOS
  • Enterprise Records 5.1.2 Base FPOS Extensions
  • Enterprise Records 5.1.2 DoD FPOS
  • Enterprise Records 5.1.2 DoD FPOS Extensions
  • Enterprise Records 5.1.2 DoD_Classified FPOS
  • Enterprise Records 5.1.2 DoD_Classified FPOS Extensions
  • Enterprise Records 5.1.2 PRO FPOS
  • Enterprise Records 5.1.2 PRO FPOS Extensions
  • Enterprise Records Classified Document
  • Enterprise Records NARA
  • Enterprise Records ROS
  • Enterprise Records Report Definitions
The following table lists the required marking sets by data model.
Table 1. Required marking sets for each data model
Marking Set Base DoD DoD classified PRO
Security Categories       Yes
Supplemental Marking   Yes Yes Yes
Prevent RM Entity Deletion Yes Yes Yes  
Prevent RM Entity Deletion PRO       Yes
Security Categories DoD Classified     Yes  
The following table lists the required add-ons by data model.
Table 2. Required add-ons for each data model
Add-on Base DoD DoD classified PRO
Enterprise Records 5.1.2 Base FPOS Yes      
Enterprise Records 5.1.2 Base FPOS Extensions (all FPOS Extensions add-ons must also have its FPOS as a prerequisite.) Yes      
Enterprise Records 5.1.2 DoD FPOS   Yes    
Enterprise Records 5.1.2 DoD FPOS Extensions (all FPOS Extensions add-ons must also have its FPOS as a prerequisite.)   Yes    
Enterprise Records 5.1.2 DoD_Classified FPOS     Yes  
Enterprise Records 5.1.2 DoD_Classified FPOS Extensions (all FPOS Extensions add-ons must also have its FPOS as a prerequisite.)     Yes  
Enterprise Records 5.1.2 PRO FPOS       Yes
Enterprise Records 5.1.1 PRO FPOS Extensions (all FPOS Extensions add-ons must also have its FPOS as a prerequisite.)       Yes
Enterprise Records Classified Document (must have Enterprise Records ROS as its prerequisite.)     Yes  
Enterprise Records NARA        
Enterprise Records ROS Yes Yes Yes Yes
Enterprise Records Report Definitions Yes Yes No No


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Last updated: November 2013
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