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Course Description

  • This course is for those who administer and maintain an IBM Enterprise Records system.

    You work with a fully functioning IBM Enterprise Records system to practice the skills required for system configuration, administration, and system maintenance.

Objectives

  • Acquire the knowledge and skills necessary to administer, configure, and maintain an IBM Enterprise Records system.

Audience

  • This intermediate course is for anyone who is planning to configure, maintain, or administer an IBM Enterprise Records system.

Prerequisites

  • You should complete:

  • IBM FileNet P8 5.0: Prerequisite Skills using Workplace XT (F141G)
  • IBM FileNet P8 Administration 4.5 (F0420)

Content

  • Identify the capabilities of IBM Enterprise Records.
  • Identify the role of IBM Enterprise Records in an enterprise compliance solution.
  • Identify and search for records that are ready for disposition
  • Initiate disposition.
  • Declare electronic records.
  • Create a disposition schedule.
  • Add alternate retentions.
  • Work with file plan containers.
  • Work with holds.
  • Configure an object store for record declaration.
  • Create a record class that allows property mapping from document to record.
  • Enable editable link classes.
  • Create and use a new link class.
  • Modify security on a category.
  • Control access to IBM Enterprise Records assets and functionality from IBM FileNet Workplace.
  • Create and use a new marking set.
  • Export and import a file plan.
  • Configure multiple instances of Disposition Sweep.
  • Configure an instance of Hold Sweep.
  • Configure automatic destruction of records.
  • Enable and configure auditing.
  • View and export audit logs.
  • Enable metadata retention on the file plan.
  • Export and delete retained metadata from the production system.
  • Automate record declaration