È necessario conoscere le informazioni sulle cause comuni di errori rilevati durante l'utilizzo dello strumento di importazione ed esportazione piano file IBM® Enterprise Records nonché sapere come ridurre la probabilità di errori.
Se si crea un file XML manualmente per utilizzarlo nell'importazione di un piano file, è necessario usare come base per il file lo schema XML fornito da IBM.
Dopo aver creato manualmente un file XML, si consiglia di eseguire lo strumento di importazione ed esportazione piano file in modalità di convalida. Lo strumento in modalità di convalida legge il file XML e verifica che non contenga errori o problemi di non conformità. Per informazioni dettagliate sulla modalità di convalida, vedere Utilizzo dello strumento di importazione ed esportazione piano file.
Alcune delle opzioni disponibili durante la creazione manuale di un file XML sono incluse nelle sezioni Ereditarietà di pianificazione della sottocategoria e Proprietà ConditionXML.
Nel corso delle successive importazioni di modifiche secondarie a un numero ridotto di entità, specificare Action="Modify" nel file XML per le entità, anziché apportare modifiche al file XML originale. Utilizzare inoltre la modalità Aggiorna per distinguere più facilmente gli aggiornamenti successivi dalle importazioni iniziali complete.
Nel file XML creato, utilizzare la proprietà DisposalScheduleInheritedFrom per indicare se la categoria record eredita la pianificazione smaltimento dal padre. Esempio:
<RecordCategory Name="myCat2" Level="2" ParentPath="/myCat1"> <Properties> <Property Name="AGGREGATION" Value="RecordCategory" /> <Property Name="IsPermanentRecord" Value="false" /> <Property Name="IsVitalRecord" Value="false" /> <Property Name="CurrentPhaseExportFormat"></Property> <Property Name="IsDeleted" Value="false" /> <Property Name="HomeLocation"></Property> <Property Name="VitalRecordReviewAction"></Property> <Property Name="IncrementedBy" Value="1" /> <Property Name="RecordCategoryName" Value="myCat2" /> <Property Name="DisposalScheduleInheritedFrom" Value="/myCat1" /> <Property Name="Reviewer" Value="ylin" /> <Property Name="RecordCategoryIdentifier" Value="myCat2" /> <Property Name="VitalRecordDisposalTrigger"></Property> <Property Name="Inactive" Value="false" /> <Property Name="Location"></Property> <Property Name="DateOpened" Value="2006-03-07T14:16:00-08:00" /> <Property Name="DisposalSchedule"> <ObjectRef ClassId="DisposalSchedule" ObjectId="myDispSchedule" /> </Property> </Properties> </RecordCategory>Di seguito sono illustrati quattro scenari in cui è possibile utilizzare la proprietà DisposalScheduleInheritedFrom:
<Property Name="DisposalScheduleInheritedFrom" Value="/myCat1" />
<Phases> <RMEntity Type="Phase" Name="myPhase1"> <Properties> <Property Name="PhaseAction"></Property> <Property Name="RetentionPeriodDays" Value="0" /> <Property Name="RetentionPeriodYears" Value="10" /> <Property Name="RMEntityDescription"> Value="my phase 1" /> <Property Name="RetentionPeriodMonths" Value="0" /> <Property Name="PhaseNumber" Value="1" /> <Property Name="ExportFormat"></Property> <Property Name="IsScreeningRequired" Value="true" /> <Property Name="DisposalSchedulePtr"> <ObjectRef ClassId="DisposalSchedule" ObjectId="myDispSchedule" /> </Property> <Property Name="PhaseName" Value="myPhase1" /> <ObjectValue Type="AlternateRetention"> <Properties> <Property Name="RetentionBase" Value="CutoffDate" /> <Property Name="ConditionXML" Value="<response xmlns="http://filenet.com/namespaces/wcm/apps/1.0"><objectset><count>1</count><customobject><properties><property><symname>ClosedBy</symname><operator>IEQUAL</perator><value>Administrator</value></property></properties><aggregation></aggregation><sql> AND ([ClosedBy] = 'Administrator')</sql> </customobject></objectset></response>" /> <Property Name="RetentionPeriodMonths" Value="0" /> <Property Name="RetentionPeriodYears" Value="5" /> <Property Name="RetentionPeriodDays" Value="0" /> </Property> </ObjectValue> <ObjectValue Type="AlternateRetention"> <Properties> <Property Name="RetentionBase" Value="DateClosed" /> <Property Name="ConditionXML" Value="<response xmlns="http://filenet.com/namespaces/wcm/apps/1.0"><objectset><count>1</count><customobject><properties><property><symname>RMEntityDescription</symname><operator>LKE</perator><value>something</value></property></properties><aggregation></aggregation><sql> AND ([RMEntityDescription] LIKE '%something%')</sql> </customobject></objectset></response>" /> <Property Name="RetentionPeriodMonths" Value="0" /> <Property Name="RetentionPeriodYears" Value="5" /> <Property Name="RetentionPeriodDays" Value="0" /> </Properties> </ObjectValue> </Property </Properties> <RMEntity> </Phases>
<DisposalTriggers> <RMEntity Type="DisposalTrigger" Name="Date Created"> <Properties> <Property Name="DisposalTriggerName" Value="Date Created" /> <Property Name="EventType" Value="3" /> <Property Name="CycleYears" Value="0" /> <Property Name="CycleDays" Value="0" /> <Property Name="AGGREGATION" Value="RecordInfo" /> <Property Name="ConditionXML" Value="<response xmlns="http://filenet.com/namespaces/wcm/apps/1.0"><objectset><count>1</count><customobject><properties><property><symname>DateCreated</symname><displayname>Date Created</displayname><propertytype>3</propertytype><value/><operator>IS NOT NULL</operator><jointype>AND</jointype></property></properties><aggregation>RecordInfo</aggregation><sql> SELECT OIID , ID , RMENTITYTYPE FROM RecordInfo WHERE ( DateCreated IS NOT NULL )</sql></customobject></objectset></response>"/> <Property Name="CycleMonths" Value="0" /> </Properties> </RMEntity> </DisposalTriggers>
<Holds> <RMEntity Type="RecordHold" Name="dynamic Hold"> <Properties> <Property Name="Active" Value="true" /> <Property Name="HoldName" Value="dynamic Hold" /> <Property Name="HoldReason" Value="dynamic Hold" /> <Property Name="ConditionXML" Value="<response xmlns="http://filenet.com/namespaces/wcm/apps/1.0"><objectset><count>2</count><customobject><properties><property><symname>RecordCategoryName</symname><displayname>Record Category Name</displayname><propertytype>8</propertytype><selectable>true</selectable><value>dynamic</value><operator>like</operator><jointype>AND</jointype></property></properties><aggregation>RecordCategory</aggregation><sql> SELECT ro.[RecordCategoryName] , ro.[RecordCategoryName] FROM RecordCategory ro Where ro.[RecordCategoryName] like '%dynamic%' </sql>< /customobject><customobject><properties><property><symname>RecordFolderName</symname><displayname>Record Folder Name</displayname><propertytype>8</propertytype><selectable>true</selectable><value>dynamic</value><operator>like</operator><jointype>AND</jointype></property></properties><aggregation>RecordFolder</aggregation><sql> SELECT ro.[RecordFolderName] , ro.[RecordFolderName] FROM RecordFolder ro Where ro.[RecordFolderName] like '%dynamic%' </sql></customobject></objectset></response>" /> <Property Name="HoldType" Value="Audit" /> </Properties> </RMEntity> </Holds>
<RMEntity Type="Phase" Name="phase 1"> <Properties> <Property Name="PhaseAction"></Property> <Property Name="PhaseNumber" Value="1" /> <Property Name="ExportFormat"></Property> <Property Name="IsScreeningRequired" Value="false" /> <Property Name="DisposalSchedulePtr"> <ObjectRef ClassId="DisposalSchedule" ObjectId="mySchedule" /> </Property> <Property Name="PhaseName" Value="phase 1" /> <Property Name="RMEntityDescription" /> <Property Name="RetentionPeriodMonths" /> <Property Name="RetentionPeriodYears" /> <Property Name="RetentionPeriodDays" /> <Property Name="AlternateRetentions"> <ObjectValue Type="AlternateRetention"> <Properties> <Property Name="RetentionBase" Value="CutoffDate" /> <Property Name="ConditionXML" Value="<response xmlns="http://filenet.com/namespaces/wcm/apps/1.0"><objectset><count>1</count><customobject><properties><property><symname>CurrentActionType</symname><operator>IS EQUAL</operator><value>6</value></property></properties><aggregation></aggregation><sql> AND ([CurrentActionType] = 6)</sql> </customobject></objectset></response>" /> <Property Name="RetentionPeriodMonths" Value="0" /> <Property Name="RetentionPeriodYears" Value="2" /> <Property Name="RetentionPeriodDays" Value="0" /> </Properties> </ObjectValue> </Property> </Properties> </RMEntity>