IBM InfoSphere Enterprise Records site preferences

IBM InfoSphere Enterprise Records uses Workplace or Workplace XT Site Preferences to configure the appearance, behavior, and connectivity of the IBM InfoSphere Enterprise Records application. Use the Site Preferences tool in Workplace or Workplace XT to set site preferences for IBM InfoSphere Enterprise Records. For information about using the tool, see to Site Preferences.

The following table includes IBM InfoSphere Enterprise Records information on some Workplace site preference settings, and the Workplace site preference view in which the settings exist. IBM InfoSphere Enterprise Records applies only the settings included in the table.

Preference view
Site preference
Description

General > User Settings > Display

Default list view

IBM InfoSphere Enterprise Records supports only the Detailed list view and ignores this setting if set to Magazine.

General > User Settings > Display

Confirmation page visibility

IBM InfoSphere Enterprise Records applies this preference.

General > User Settings > Display

Date format

IBM InfoSphere Enterprise Records applies this preference.

General > User Settings > Display

Time format

IBM InfoSphere Enterprise Records applies this preference.

General > General Settings > Display

Magazine list view page size

IBM InfoSphere Enterprise Records uses this preference in Select Object links that open in a separate dialog, for example, Select Disposal Schedule. However, the Browse view in IBM InfoSphere Enterprise Records does not apply this preference.

General > General Settings > Display

Detailed list view page size

IBM InfoSphere Enterprise Records applies this preference.

General > General Settings > Display

Choice list size

IBM InfoSphere Enterprise Records applies this preference.

General > General Settings > Display

Group and User maximum filter size

IBM InfoSphere Enterprise Records applies this preference.

General > General Settings > Display

Maximum number of items returned by searches

IBM InfoSphere Enterprise Records does not apply this preference.

General > General Settings > Display

Format dates using server time zone

IBM InfoSphere Enterprise Records applies this preference.

General > General Settings > Display

Navigation row size

IBM InfoSphere Enterprise Records applies this preference in some views, for example, when a user is setting the default file plan and when displaying search templates and stored searches.

General > General Settings > Application

Records Management Installed

Indicates whether the IBM InfoSphere Enterprise Records application is installed. Set this value to Yes after IBM InfoSphere Enterprise Records is installed to enable other IBM InfoSphere Enterprise Records site preferences.

General > General Settings > Folder Filter

Maximum number of documents before filtering

IBM InfoSphere Enterprise Records uses this preference to limit the number of records that are returned from the Content Engine to display in the Browse view of IBM InfoSphere Enterprise Records.

General > General Settings > Folder Filter

Maximum number of custom objects before filtering

IBM InfoSphere Enterprise Records uses this preference to limit the number of custom objects, for example, disposition schedules, holds, and others. that are returned from the Content Engine to display in IBM InfoSphere Enterprise Records.

General > General Settings > Author

Security page visibility

IBM InfoSphere Enterprise Records uses this preference to determine whether to display the Security page when a user is creating IBM InfoSphere Enterprise Records entities, such as file plans, record categories, and record folders.

General > General Settings > Records Management

Default File Plan

Specifies the file plan that acts as the default file plan when users log on to the IBM InfoSphere Enterprise Records application. For more information, see Set the Default File Plan.

General > General Settings > Records Management

Report application server path

Specifies the name of the server that hosts the Crystal Reports Application Server. For more information, see Set the Report application server path site preference.

Object Stores > Names

Folder Name

IBM InfoSphere Enterprise Records uses this preference as the default property when displaying folders in a list view.

Object Stores > Names

Document Name

IBM InfoSphere Enterprise Records uses this preference as the default property when displaying documents in a list view.

Object Stores > Records Management

Support File Plan

Indicates whether the currently selected object store can contain file plans, that is, the hierarchy of records management entities to classify records. Set this preference to Yes if you want the object store to act as an FPOS.

Object Stores > Records Management

Support Declare Records

Indicates whether the currently selected object store can contain records.

Object Stores > Records Management

Default File Plan

Specifies the file plan that is the default file plan for Workplace. For more information, see Set the Default File Plan.

Object Stores > Editable Link Classes

Add Link Class

IBM InfoSphere Enterprise Records uses this property for IBM InfoSphere Enterprise Records Link classes. For more information, see Set the link class site preference.

Bootstrap > Preference Settings

Object store location

IBM InfoSphere Enterprise Records applies this preference.

Bootstrap > Preference Settings

Preference name

IBM InfoSphere Enterprise Records applies this preference.

Bootstrap > Preference Settings

Documentation server

IBM InfoSphere Enterprise Records applies this preference. If you change this setting, you must sign out then sign back in to the IBM InfoSphere Enterprise Records application because the application only reads the bootstrap file while logging in.

Author Page Records Manager

Includes preference settings for the Records Manager item that users can use to start the IBM InfoSphere Enterprise Records application from Workplace. These settings include:

  • Name, icon, and description of the Records Manager item.
  • URL of the IBM InfoSphere Enterprise Records application to be started when a user clicks the Records Manager item, such as http://<servername>:port/RecordsManager.

    If you have installed IBM InfoSphere Enterprise Records on WebSphere® Application Server, provide the URL as http://<servername>:port/RecordsManager/RMHome.jsp where RMHome.jsp is the additional component that is to be included in the path. If you do not specify the name of this JSP page, the user is required to re-enter the username and password when accessing IBM InfoSphere Enterprise Records from Workplace.
  • The Workplace location, that is, whether the Records Manager item is displayed in the Advanced tools, General tools, or Admin tools section of Workplace, and the general appearance of the IBM InfoSphere Enterprise Records item.
  • The groups who have permissions to use the Records Manager item.
Author Page
Request Record Folder

Includes preference settings for the Request Record Folder item that users can use to open the Create Record Folder workflow. For more information, see Set the Request Record Folder site preference.

Changing the base URL settings

IBM InfoSphere Enterprise Records uses the Workplace Base URL that is stored in the Site Preferences to link to Workplace. The Workplace Base URL is initially set from the first URL request that Workplace receives after logging in when the Administrator sets the initial bootstrap preferences after installing the Application Engine. However, if changes are made to the base URL you can no longer link your IBM InfoSphere Enterprise Records application with Workplace. To continue linking IBM InfoSphere Enterprise Records with Workplace, you must refresh the Workplace Base URL whenever you do the following tasks:

To refresh the Workplace Base URL, complete the following steps:

  1. Open Workplace and sign in as a member of the Application Engine Administrators group.
  2. Select the Admin tab and click Site Preferences.
  3. From the Site Preferences page, click on the bootstrap link.
  4. On the bootstrap page, note the Object Store Location. This is the object store that holds the preference file and Preferences (this is the name of the preference file) under Preference Settings.
  5. Log in to Enterprise Manager.
  6. Locate the Object Store that holds the preferences and expand it. Click Root Folder --> Preferences folder.
  7. In the Preferences folder, find the Site Preferences for <preference_file_name>.
  8. Check out and edit the file.
    1. Search for the following string <setting key="RMBaseURL">
    2. Replace the value of this <setting> tag to reflect the new base URL. For example,

      <setting key="RMBaseURL">http://localhost:8080/RecordsManager</setting> changed to
      <setting key="RMBaseURL">http://localhost:7001/RM</setting>
  9. Check in the site preference file.
  10. Restart the server for the new preferences to take effect.