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