IBM Enterprise Records, Version 5.1.2   

Setting site preferences in Application Engine or Workplace XT

Before using IBM® Enterprise Records, you must modify the site preferences in Application Engine or Workplace XT so that these applications work appropriately with the IBM Enterprise Records web application.

About this task

You can modify other settings to:
  • (Required) Indicate that IBM Enterprise Records is installed.
  • (Required) Verify that a connection point is set.
  • (Workplace XT only) Set Authoring Page Display to Workplace Only.
  • (Required for each FPOS) Identify all object stores that contain file plans and identify the default file plan for each object store.
  • (Required for each ROS) Identify all object stores that have content that can be declared as records.
  • (Required) Identify the file plan that displays when logging on to the IBM Enterprise Records web application.
  • (Workplace XT only) Confirm the Records Management Base URL.
  • (Optional) Identify the name of the server where Crystal Reports is installed.
  • (Required for DoD Classified only) Assign additional users to the Classified Records Security Personnel access role.
  • (Optional) Add a link to IBM Enterprise Records from Application Engine or Workplace XT.
  • (Optional) Enable the Request Record Folder link from Application Engine or Workplace XT.
Important: These steps must be completed in the order that they are listed.


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Last updated: November 2013
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