IBM Enterprise Records, Version 5.1.2   

User installation completion checklist

Print out and complete this checklist to help you track the topics you need to complete to finish the IBM® Enterprise Records software installation.

Table 1. Installation completion checklist
Installation activity Installation notes
___ Plan the IBM Enterprise Records installation  
___ Review system architecture  
___ Plan for IBM Enterprise Records security (security roles, markings, SSL security)  
___ Complete the planning checklists
___ Install prerequisite software on single or multiple servers.  
___ Install core components  
___ (Optional) Plan indexes for content-based retrieval (CBR)  
___ Complete preparation steps on Content Platform Engine or Content Engine  
___ Set client locales  
___ Install IBM Enterprise Records documentation  
___ Preparing databases and indexes  
___ Install IBM Enterprise Records on single or multiple servers  
The following checklist only needs to be completed if you are using FileNet® P8 Version 5.2 If you are using FileNet P8 Version 5.1 or earlier, skip this section.  
___ Configure the IBM Enterprise Records administration client plug-in  
___ Configure IBM Enterprise Records Records Object Stores  
___ Create Object store configuration for upgrade profile  
___ Install and configure the IBM Enterprise Records administration client plug-in with IBM Content Navigator  
___ Configure the IBM Content Navigator task manager for IBM Enterprise Records  
___ Configure IBM Enterprise Records workflows to work with IBM Content Navigator  
If you are using FileNet P8 Version 5.2, you are finished with installation. If you are using FileNet P8 Version 5.1 or lower, you must complete the remaining steps.  
___ Configure the traditional IBM Enterprise Records client plug-in  
___ Configure Secure Sockets Layer security  
___ Configure your Workplace XT application server to support user tokens  
___ (Optional) Add Crystal Reports support to the IBM Enterprise Records web application  
___ Install the latest client files on IBM Enterprise Records servers  
___ High availability installation  
___ Review Object stores  
___ Configure IBM Enterprise Records  
___ Verify IBM Enterprise Records installation and deployment  
___ Configure security for the file plan object store  
___ Modify security privileges for the Records Users role  


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Last updated: November 2013
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