IBM FileNet P8, Version 5.2.1            

Planning for records management

IBM® Enterprise Records is an optional FileNet® P8 product that manages document lifecycles according to retention rules. Authorized users can declare federated documents as records in the same manner as declaring native Content Platform Engine documents as records.

To implement a records management solution for federated content, determine the file plan and records management rules that are required to support your implementation. A file plan is an implementation of a records management solution, and includes the folders and classifications for storing records, as well as the schedules, triggers, events, actions, and workflows that process the lifecycle of a record.

Design, implement, and test your records solution before you start any federation. If you are already an IBM Enterprise Records customer, review the current records management implementation and determine whether you need to modify the file plan in use, or if you need to create a new file plan specifically for use with federated documents.

Consider the following questions:

The federation rules and the data mapping must support the classification of the federated documents according to your records management rules. The federation rules and the data mapping must also federate any metadata from the source repository that is needed for the disposition process. For example, if there is source metadata that will be used in the disposition process, this metadata must be federated to the Content Platform Engine document so that the metadata can be used by IBM Enterprise Records.

As you work through the records management design, in addition to creating the file plan and configuring the file plan object store, you must also update the records object store. Make sure that the records object store to which you will be federating content is configured with the following options:

After the design of the file plan and the records object store is complete, you can build the data maps and the federation rules.



Last updated: October 2015
cfs_planning_rm1.htm

© Copyright IBM Corporation 2015.