Creating a file plan

This topic briefly steps you through the mechanics of creating a file plan in IBM InfoSphere Enterprise Records, and includes links to other topics that provide detailed information. The tasks are listed in the general order in which you should perform them (that is, you must perform some tasks, such as adding actions and events, before you perform other tasks, such as defining disposition schedules).

After you create your file plan, you should revisit existing IBM InfoSphere Enterprise Records configuration settings plus perform some additional configuration tasks. See Configuring IBM InfoSphere Enterprise Records for a summary.

For information on migrating a file plan from one object store to another (for example, to move a file plan from a development or test environment into a production environment), see File Plan Import Export Tool.