Modify report entity types and classification actions

This topic describes how to modify the special report criteria that a user selects or enters to generate a report. The special report criteria include:

Specify entity types as criteria in a report

To specify entity types as criteria in a report

  1. Open the ReportDefinition.xml file located in the configuration folder for IBM InfoSphere Enterprise Records. The default location is <rm_install_path>\FileNet\Config\RM\.
  2. Under <List key="reportDefinitions">, find <object key="reportDefinition"> for the report that you want to modify.
  3. Under <object key="reportDefinition">, locate <list key="properties">.
  4. Under the properties list key, add the entity_type symbolic name, followed by the "required" setting key (1=required, 0=not required). For example:

    <object key="property">
        <setting key="symbolicname">entity_type</setting>
        <setting key="required">1</setting>

  5. Add <list key="values"> where you enter the entity types that a user can select to include in the report. For example:

    <list key="values">
        <object key="value">
            <setting key="id">EntityType</setting>
            <setting key="value" localizationKey=serve.report_n.EntityType">Entity</setting>
        </object>

    where

    For example, if your report includes statistics about Record Categories and Record Folders, this section of the XML file will be similar to the following:

    <object key="property">
        <setting key="symbolicname">entity_type</setting>
        <setting key="required">1</setting>
        <list key="values">
            <object key="value">
                <setting key="id">RecordCategory</setting>
                <setting key="value" localizationKey=serve.report_42.RecordCategory">Record Category</setting>
            </object>
            <object key="value">
                <setting key="id">RecordFolder</setting>
                <setting key="value" localizationKey=serve.report_42.RecordFolder">Record Folder</setting>
            </object>
        </list>
    </object>

Specify classification actions in a report

To specify classification actions in a report

  1. Open the ReportDefinition.xml file located in the configuration folder for IBM InfoSphere Enterprise Records. (The default location is <rm_install_path>\FileNet\Config\RM\.)
  2. Under <List key="reportDefinitions">, find <object key="reportDefinition"> for the report that you want to modify.
  3. Under <object key="reportDefinition">, locate <list key="properties">.
  4. Under the properties list key, add the classification_action symbolic name, followed by the "required" setting key (1=required, 0=not required). For example:
<object key="property">
    <setting key="symbolicname">classification_action</setting>
    <setting key="required">1</setting>
  1. Add <list key="values"> where you enter the classification actions that a user can select to include in a report. For example:

    <list key="values">    
        <object key="value">
            <setting key="id">ClassificationAction</setting>
            <setting key="value" localizationKey=serve.report_n.ClassificationAction">ClassificationAction</setting>
        </object>

    where

For example, if your report includes statistics about downgrading and declassification actions, this section of the XML file will be similar to the following:

<object key="property">
    <setting key="symbolicname">classification_action</setting>
    <setting key="required">1</setting>
    <list key="values">
        <object key="value">
            <setting key="id">Downgrading</setting>
            <setting key="value" localizationKey=serve.report_42.Downgrading">Downgrading</setting>
        </object>
        <object key="value">
            <setting key="id">Declassification</setting>
            <setting key="value" localizationKey=serve.report_42.Declassification">Declassification</setting>
        </object>
    </list>
</object