Most of the transferred workflows start automatically,
as a result of either the Disposition Sweep process or the execution
of the action associated with the workflow. However, the Physical
Record Management (PRM) workflow must be started manually when charging
out physical entities. To ensure that the workflow is available for
starting, create PRM workflow subscriptions for the physical entity
classes.
About this task
The subscriptions associate the physical entity classes
with the PRM workflow definition to allow manual launching of the
PRM workflow.
The following table displays the physical entity
classes and their location in the FPOS tree structure displayed in IBM® Administration
Console for Content Platform Engine.
Procedure
To create the PRM workflow subscription for physical
entities:
- See the planning checklist you completed for values you
might need to complete these steps.
- Log on to IBM Administration
Console for Content Platform Engine or FileNet® Deployment
Manager as an object
store administrator for the FPOS.
- Expand the FPOS node and right-click the physical entity
class for which you want to create the PRM workflow subscription.
For example, the Marker Record class is displayed under . Then select . The Create a Subscription wizard displays.
- Click Next to continue.
- Specify a unique name and a description for the subscription
and click Next.
Tip: Make sure that the name and description reflect the physical entity
and the workflow for which the entity or workflow is created (for
example, Marker Physical Workflow Subscription).
- Select the Applies to all instances of class class option and the Workflow check box, and click Next.
The Specify Triggers screen displays.
Important: Do
not select any triggers.
- Click Next.
- Complete the Specify Workflow Information screen as follows:
- Select the Physical Record Management workflow from
the Select a Workflow Definition list.
- Select the version of the Physical Records Management
workflow that you want to use.
For a new installation,
the version number is 1.0. If you modified the workflow or retransferred
the workflow for any reason, then a different version number might
be appropriate.
Tip: The workflow region information
is determined by Content Engine or Content Platform Engine based
on the workflow version you select.
- Select the Enable Manual launch check box.
- Click Next.
The Specify Additional Properties screen displays.
- Click Next.
- Click Finish to complete the creation
of the subscription, and then click OK in the
confirmation screen.
- Repeat this topic to create subscriptions for Volume, Physical
Record Folder, Box, and Hybrid Record Folder physical entity classes.