IBM Enterprise Records, Version 5.1.+              

Optional installation and configuration selections

You can choose to perform some or all of the configuration selections mentioned in this checklist as part of the installation and configuration process.

Table 1. Optional installation and configuration selections
Question Notes Document your answer here
Where do you plan to install the Disposition Sweep tool? For example: ier_install_path\RecordsManagerSweep
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the Hold Sweep tool? For example: ier_install_path\RecordsManagerSweep
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the File Plan Import Export tool? For example: ier_install_path\FilePlanImportExportTool
  • Server name: __________
  • Installation directory: __________
Where do you plan to install the Transfer tool? For example: ier_install_path\RMTransfer
  • Server name: __________
  • Installation directory: __________
If you plan to use the reports supplied by IBM® Enterprise Records (Crystal Reports): Where do you plan to install the Crystal Reports server? For example: C:\Program Files\Business Objects\BusinessObjects Enterprise 12.0\Samples\en\Reports\
  • Server name: __________
  • Installation directory: __________
If you plan to use the reports supplied by IBM Enterprise Records (Crystal Reports): Which reports do you plan to use? For example: Detailed Physical Records By Media Type Created.rpt

Report names: __________

(report_name.rpt)

Which data model do you plan to use? For more information about data models, see the link at the end of this topic.
  • ____ Base
  • ____ DoD
  • ____ DoD Classified
  • ____ PRO
Which object stores do you plan to create and use?

IBM Enterprise Records object stores can be configured as File Plan Object Stores, Record Object Stores or both. A file plan object store (FPOS) contains the file plan, the entire hierarchy of record management entities that you create, as well as records. The FPOS supports one or more file plans. A record object store (ROS) contains documents that can be declared as records in an FPOS.

Make the name meaningful, because this is the name that users see when they browse the object stores: for example, Marketing_FilePlan or Marketing_FPOS.

Restriction: Do not use periods in the FPOS name. You cannot declare a record if a period is included in the object store name.
  • File Plan Object Store (FPOS) name: __________
  • Record Object Store (ROS) name: __________
Do you want to use a database storage area or a file storage area as the content storage area for the Records Object store? For performance reasons, use a file storage area as the content storage area for your Record Object Store (ROS).
  • Type (database or file storage area): __________
Do you want to install the sample declare record workflow?  
  • ____Yes
  • ____No
Do you want to enable Secure Sockets Layer (SSL)?  
  • ____No SSL
  • ____Redirect for login
  • ____Full SSL
Do you want to allow users to create and manage links?  
  • ____Yes
  • ____No
Do you want to add a link from Application Engine or Workplace XT to IBM Enterprise Records?  
  • ____Yes
  • ____No
Do you want to allow users with insufficient privileges to create a record folder so that they can send requests to a user with the Records Manager role to create a folder?  
  • ____Yes
  • ____No
Do you want to use record types?  
  • ____Yes

    Record classes that must have a Record Type property assigned to them: _____________

    _____________________________

  • ____No
If you use the DoD, DoD Classified, or PRO data model: do you want to enable or subscribe to any events?  
  • ____Yes

    List the events: ___________________

    _______________________________

  • ____No


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Last updated: August 2011


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