IBM Enterprise Records, Version 5.1.2   

Installing the sample workflow in Workplace XT

After installing and configuring IBM® Enterprise Records on your Workplace XT system, you can install the sample workflow.

Procedure

To install the sample workflow from Workplace XT:

  1. Verify that you copied the workflow template file from the IBM Enterprise Records installation software.
  2. Sign in to Workplace XT with an account that is a member of the PWDesigner access role.
  3. Go to Tools > Advanced Tools and then click Process Designer. The Process Designer launches.
  4. Choose File > Open and go to the RM_configuration_files/Samples/Workflow/filename.pep file.
  5. When prompted, validate and transfer the filename.pep file and add it to the Root Folder/Records Management/Workflows directory in the FPOS.


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Last updated: November 2013
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