You must complete the Configure File Plan Object
Store task and the Configure the Record Object
Store task before you Import Templates or Transfer Workflows.
Procedure
To configure the object stores:
- Complete the Configure the File Plan Object
Store task. After the IBM® Enterprise
Records marking sets and add-ons
are created in Content Engine or Content Platform Engine, you
can then configure existing object stores. You can configure the object
stores to be either IBM Enterprise
Records file plan object stores (FPOS), record-enabled object stores (ROS),
or both. This task configures a file plan object store (FPOS) by installing
an IBM Enterprise
Records data model
Add-On. An object store that is not configured must be selected, along
with the data model that you want. You must have the permissions of
the Administrator of the object store and also be a Records Administrator
to run this task.
Tip: The Configure File Plan
Object Store step can be skipped until the file plan object
store is created.
Important: Do not use periods
in the file plan object store name. You cannot declare a record if
a period is included in the object store name.
Important: To successfully use the configured object store in
the IBM Enterprise
Records web application,
you must run the security script and set the appropriate permissions.
The security script is run in the web application. You are also prompted
to run the script when you run the IBM Enterprise
Records web application for the
first time.
- Complete the Configure the Record Object Store task. After the IBM Enterprise
Records marking sets and add-ons are created in Content Engine or Content Platform Engine, you can then configure
existing object stores. The object stores can be either IBM Enterprise
Records file plan object stores
(FPOS), record-enabled object stores (ROS), or both. This task configures
a record-enabled object store (ROS) by installing an IBM Enterprise
Records ROS Add-On. An object
store that is not configured as a ROS must be selected.