You can install individual IBM® Enterprise
Records components, such as IBM Enterprise
Records API and the IBM Enterprise
Records Disposition Sweep and
Hold Sweep, by using the IBM Enterprise
Records installation
program in custom installation mode.
You can install the following list of
IBM Enterprise
Records components using the
IBM Enterprise
Records installation program and
some come installed with web application.
- IBM Enterprise
Records web application
- This component provides a web-based application for configuring
the IBM Enterprise
Records environment
and performing various records management tasks.
- You must install the IBM Enterprise
Records web
application on the same server as Application Engine or Workplace XT.
Restriction: Running
IBM Enterprise
Records configured
with both
Application Engine and
Workplace XT on the same server is
not supported.
If you install IBM Enterprise
Records on
a server where both Application Engine and Workplace XT are installed, you must
configure IBM Enterprise
Records to
work with either Application Engine or Workplace XT, not both.
- If Application Engine or Workplace XT and Content Engine are collocated, verify
that the server is appropriately sized before you add IBM Enterprise
Records by referring to the documents
mentioned in the following list.
- IBM Enterprise
Records must run
on the same Java Virtual Machine
(JVM) as Application Engine or Workplace XT.
- IBM Enterprise
Records API and bulk
declaration services API
- These components include the JAR files that provide interfaces
and classes for creating a custom application or customizing records-related
operations (\API\RMAPI and \API\BDS_API).
For custom installations, you can install the IBM Enterprise
Records API and bulk declaration
services API components on any developer system. You can install the
APIs on a development machine to create your own custom applications
like bulk declare records applications or your own custom web user
interface. This option in the installation program should not be chosen
when you are running them on a machine that has any IBM FileNet® P8 component installed. The IBM Enterprise
Records API JAR files must not
be collocated with any IBM FileNet P8 component.
- IBM Enterprise
Records Disposition
Sweep and Hold Sweep
- These components include the files required for configuring the
Disposition Sweep and Hold Sweep processes and for scheduling the
sweep tasks. These components are used to manage the disposition and
holding of records based on a defined schedule.
You can install the sweep components on any server. The components
can be collocated with the IBM Enterprise
Records web
application or any other IBM FileNet P8 core
component, such as Content Engine.
Tip: You should install the sweep components on the Content Engine server to improve access
to the object store for sweep calculations. To install only these
components on the Content Engine server,
run the IBM Enterprise
Records installation
program on the Content Engine server
and use the Custom installation option. For more information, see
the related links at the end of this topic.
- File Plan Import Export tool
- You can use this component to import an external file plan, or
export a file plan to an external environment.
Tip: You
should install the File Plan Import Export tool on the Content Engine server to help ensure fast
access to the object store. To install this component on the Content Engine server, run the IBM Enterprise
Records installation program on
the Content Engine server and
use the Custom installation option. For more information, see the
related links at the end of this topic.
- Transfer tool
- You can use this component to transfer active records and record
folders to a separate system for permanent archiving. For more information,
see the related links at the end of this topic.
- IBM Enterprise
Records data model
add-ons and marking sets (pre-installed with the web application)
- Use the IBM Enterprise
Records Configuration
Manager to install the IBM Enterprise
Records data
model add-ons and marking sets. The tool installs the add-ons and
marking sets onto the Content Engine in
order to support the following records management standards:
- Base
- Public Records Office (PRO)
- Department of Defense 5015.2-STD (DoD)
- Department of Defense 5015.2-STD (DoD Classified)
If you configure an object store with a data model, you can
create a file plan in the object store. A file plan refers to a hierarchy
of record management objects that are used to classify records. For
more information, see the related links at the end of this topic.
- The Configuration Manager program (pre-installed with the web
application)
- After installing IBM Enterprise
Records and
running the Content Engine and Process Engine Client installation programs,
use the Configuration Manager program to perform the following tasks:
- Configuration and deployment of IBM Enterprise
Records Application Engine or Workplace XT web applications.
- Configuration of object stores for IBM Enterprise
Records usage.
- Upgrades from previous versions.
- IBM Enterprise
Records Workflows
(pre-installed with the web application)
- In order to process records and folders, you must transfer IBM Enterprise
Records workflows using the Configuration
Manager, and manually configure IBM Enterprise
Records workflows,
regions, and queues. A workflow includes the tasks, procedural steps,
personnel, input and output information, and tools for each step in
a business process. For more information, see the related links at
the end of this topic.
- IBM Enterprise
Records Crystal Reports
(pre-installed with the web application)
- This optional component includes Crystal Reports templates that
help you report on records management activities and must be completed
manually. For more information, see the related links at the end of
this topic.