IBM Enterprise Records, Version 5.1.+            

Adding a file plan

IBM® Enterprise Records supports one or more file plans per FPOS. Only a Records Manager or a Records Administrator can add a file plan.

To add a file plan:

  1. Select the Configure tab.
  2. Click File Plans: File Plans icon
  3. Click Add File Plan and perform the following steps:
    1. Review the displayed properties. A red asterisk indicates that you must specify a value for that property.
    2. Enter or modify the displayed property values. Some properties can be edited directly in this page, while others require that you click the property name to edit the values. For more information about displayed properties, refer to Properties reference.
    3. Click Next to continue.

Set Security

Security settings determine the groups and users who can access the file plan, and control the permissions granted to each group or user.

  1. Review the existing security settings.
  2. Click the user or group name in the Title column if you want to change the access rights for a specific user or group listed on the page. The Security Settingspage displays, in which you can specify the security permissions of different users and groups.
  3. To add new users or groups to the list, click Add New. To remove an existing user or group from the list, select the Remove option for that user or group.
  4. To save modifications to security settings and complete the creation of the file plan, click Finish.
  5. Click OK to acknowledge the message on successful addition of a file plan and exit the Wizard.
Attention:   The security settings that you specify here might be overridden by security markings set on the entity.


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Last updated: August 2011
create_a_classification_scheme.htm

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