E-mail Archiving and Records Management Integrated Solution Guide Using IBM DB2 CommonStore and DB2 Records Manager

E-mail Archiving and Records Management Integrated Solution Guide Using IBM DB2 CommonStore and DB2 Records Manager

by Wei-Dong Zhu, Torsten Friedrich, R Hogg, Juergen Maletz, Philip McBride, Dean New
Released January 2006
Publisher(s): IBM Redbooks
ISBN: None

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Book description

As more companies need to manage their e-mail to support regulatory compliance, litigation, and corporate policy and to improve system performance and productivity, the e-mail archiving and records management solution presented in this IBM Redbooks publication is here to rescue.

In this book, we provide a general solution guide to address e-mail archiving and records management issues using the following IBM products:
- IBM DB2 CommonStore for Lotus Domino V8.3 or IBM DB2 CommonStore for Exchange Server V8.3
- IBM DB2 Records Manager V4.1.2
- IBM DB2 Content Manager V8.3
- IBM DB2 Content Manager Records Enabler V8.3

We describe the products’ roles in the solution and introduce the basic concepts behind e-mail archiving and e-mail records enabling. We cover features and functions of CommonStore, Records Manager, and Records Enabler, and address key areas to understand and consider when planning and designing each piece of the solution and the overall integrated solution. In addition, we discuss different system configurations, implementation paths, security, the end-to-end solution installation and configuration, and some advanced topics such as records disposition and discovery.

This book is intended for IT architects and specialists who will be responsible in planning, designing, and implementing an e-mail archiving and records management solution.

Please note that the additional material referenced in the text is not available from IBM.

Table of contents

  1. Notices
    1. Trademarks
  2. Preface
    1. The team that wrote this redbook
    2. Become a published author
    3. Comments welcome
  3. Part 1: Design and planning
    1. Chapter 1: Solution overview
      1. Introduction
      2. IBM DB2 CommonStore for Lotus Domino
      3. IBM DB2 CommonStore for Exchange Server (1/2)
      4. IBM DB2 CommonStore for Exchange Server (2/2)
      5. IBM DB2 Records Manager
      6. DB2 Content Manager Records Enabler (CMRE)
      7. Integrated solution overview
    2. Chapter 2: Design and planning for e-mail archiving
      1. CommonStore e-mail archiving design options (1/5)
      2. CommonStore e-mail archiving design options (2/5)
      3. CommonStore e-mail archiving design options (3/5)
      4. CommonStore e-mail archiving design options (4/5)
      5. CommonStore e-mail archiving design options (5/5)
        1. E-mail message layout
        2. Archiving types
        3. Document storage model
        4. Deletion types
        5. Retrieving archived content
        6. Viewing archived content
        7. Archiving options and policy
      6. CommonStore e-mail archiving solution planning
    3. Chapter 3: Design and planning for e-mail records enabling
      1. Records Manager design options (1/2)
      2. Records Manager design options (2/2)
        1. File plan
        2. Life cycle
        3. Declaration
        4. Classification
        5. Disposition
        6. Security
        7. Physical records management
        8. Legal hold
      3. Declaration and classification: what is involved
        1. Automatic everything
        2. Manual everything
        3. Middle ground (quick list and foldering)
        4. Comparison
      4. Records Manager design and planning considerations (1/2)
      5. Records Manager design and planning considerations (2/2)
        1. File plan design considerations
        2. Life cycle design considerations
        3. Users and security planning
        4. Records destruction planning
    4. Chapter 4: Security and user IDs
      1. Content Manager security
        1. Overview
        2. Recommendations
      2. CommonStore for Lotus Domino security
        1. CommonStore components
        2. CommonStore and the Domino security
        3. CommonStore and the Content Manager security
        4. CommonStore security model
        5. Recommendations
      3. CommonStore for Exchange Server security (1/3)
      4. CommonStore for Exchange Server security (2/3)
      5. CommonStore for Exchange Server security (3/3)
        1. CommonStore setup
        2. CSX System Manager
        3. CSX Task
        4. CommonStore Server
        5. Outlook clients
        6. CommonStore security model
        7. Recommendations
      6. Records Manager security
        1. Overview
        2. Recommendations
      7. Content Manager Records Enabler security
        1. Overview
        2. Recommendations
      8. Integrated solution security overview
        1. Overview
        2. Recommended configuration
      9. Important user IDs summary
    5. Chapter 5: Integrated solution design and planning
      1. Solution integration overview
      2. Planning considerations for the integrated solution
        1. General considerations for an integrated solution
        2. Security
        3. Other planning areas
        4. Key departments involved in planning process
      3. System configuration (1/2)
      4. System configuration (2/2)
        1. Configuration options
        2. Configuration consideration
      5. Solution implementation and deploy sequence
        1. Implement e-mail records control, then e-mail archiving
        2. Implement e-mail archiving, then records management
        3. Implement the end-to-end solution at the same time
  4. Part 2: Installation and configuration
    1. Chapter 6: Installation and configuration in a Lotus Domino and Windows environment
      1. Overview
        1. Software used for the integrated solution
        2. Installation and configuration steps and recommendation
      2. Introduction to the sample environment
      3. Prerequisites
      4. Prerequisite software installation (1/2)
      5. Prerequisite software installation (2/2)
        1. DB2 server installation
        2. DB2 Administration client installation
        3. WebSphere Application Server installation
        4. Information Integrator for Content (CM connector) installation
      6. Content Manager installation and configuration
        1. Installation summary and verification
        2. Key information to remember
      7. CommonStore (CSLD) installation and configuration (1/5)
      8. CommonStore (CSLD) installation and configuration (2/5)
      9. CommonStore (CSLD) installation and configuration (3/5)
      10. CommonStore (CSLD) installation and configuration (4/5)
      11. CommonStore (CSLD) installation and configuration (5/5)
        1. Installation summary and verification
        2. Key information to remember
      12. Records Manager installation and configuration (1/3)
      13. Records Manager installation and configuration (2/3)
      14. Records Manager installation and configuration (3/3)
        1. Installation summary and verification
        2. Key information to remember
      15. CRME installation and configuration (1/2)
      16. CRME installation and configuration (2/2)
        1. Installation summary and verification
        2. Key information to remember
      17. Configuring the CommonStore Server and Notes (1/2)
      18. Configuring the CommonStore Server and Notes (2/2)
        1. Verification
    2. Chapter 7: Installation and configuration in a Microsoft Exchange environment
      1. Overview
        1. Software used for the integrated solution
        2. Installation and configuration steps and recommendation
      2. Introduction to the sample environment
      3. Prerequisites
      4. Prerequisite software installation (1/2)
      5. Prerequisite software installation (2/2)
        1. DB2 server installation
        2. DB2 Administration Client installation
        3. WebSphere Application Server installation
        4. Information Integrator for Content (CM connector) installation
      6. Content Manager installation and configuration
        1. Installation summary and verification
        2. Key information to remember
      7. CommonStore (CSX) installation and configuration (1/8)
      8. CommonStore (CSX) installation and configuration (2/8)
      9. CommonStore (CSX) installation and configuration (3/8)
      10. CommonStore (CSX) installation and configuration (4/8)
      11. CommonStore (CSX) installation and configuration (5/8)
      12. CommonStore (CSX) installation and configuration (6/8)
      13. CommonStore (CSX) installation and configuration (7/8)
      14. CommonStore (CSX) installation and configuration (8/8)
        1. Installation summary and verification
        2. Key information to remember
      15. Records Manager installation and configuration (1/3)
      16. Records Manager installation and configuration (2/3)
      17. Records Manager installation and configuration (3/3)
        1. Installation summary and verification
        2. Key information to remember
      18. CMRE installation and configuration (1/2)
      19. CMRE installation and configuration (2/2)
        1. Installation summary and verification
        2. Key information to remember
      20. Records enable CommonStore Server and Outlook (1/2)
      21. Records enable CommonStore Server and Outlook (2/2)
        1. Verification
    3. Chapter 8: Installation and configuration in a Lotus Domino and AIX environment
      1. Overview
        1. Software used for the integrated solution
        2. Installation and configuration steps and recommendation
      2. Introduction to the sample environment
      3. Prerequisites
      4. Prerequisite software installation (1/2)
      5. Prerequisite software installation (2/2)
        1. DB2 server installation
        2. DB2 Administration Client installation
        3. WebSphere Application Server installation
        4. Information Integrator for Content (CM connector) installation
        5. Domino server installation
      6. Content Manager installation and configuration (1/2)
      7. Content Manager installation and configuration (2/2)
        1. Installation summary and verification
        2. Key information to remember
      8. CommonStore installation and configuration (1/6)
      9. CommonStore installation and configuration (2/6)
      10. CommonStore installation and configuration (3/6)
      11. CommonStore installation and configuration (4/6)
      12. CommonStore installation and configuration (5/6)
      13. CommonStore installation and configuration (6/6)
        1. Installation summary and verification
        2. Key information to remember
      14. Records Manager installation and configuration (1/3)
      15. Records Manager installation and configuration (2/3)
      16. Records Manager installation and configuration (3/3)
        1. Installation summary and verification
        2. Key information to remember
      17. CMRE installation and configuration (1/2)
      18. CMRE installation and configuration (2/2)
        1. Installation summary and verification
        2. Key information to remember
      19. Configuring the CommonStore Server and Notes (1/2)
      20. Configuring the CommonStore Server and Notes (2/2)
        1. Verification
  5. Part 3: Advanced topics
    1. Chapter 9: Deployment considerations
      1. Establishing a test system
        1. Uses for a test system
        2. Mimicking the production system
        3. Change management
      2. Piloting the system (1/2)
      3. Piloting the system (2/2)
        1. Goals of the pilot
        2. Pilot users selection
        3. Configuration used during the pilot
      4. Configuration management in a production environment
      5. Post-system implementation
        1. Tuning the system
        2. Upgrades
        3. Disaster recovery
    2. Chapter 10: Records Manager configuration and administration
      1. Records Manager configuration sequence (1/2)
      2. Records Manager configuration sequence (2/2)
      3. Holds
      4. Records disposition
        1. Disposition options
        2. Records scheduling
    3. Chapter 11: Discovery
      1. Yours to discover
      2. Poor or inadequate discovery
      3. Security
      4. Sample discovery process
  6. Part 4: Appendixes
    1. Appendix A: File plan used during this Redbook
      1. Purpose of the file plan
      2. File plan design
    2. Appendix B: Important log files for troubleshooting
      1. CommonStore log files
      2. Content Manager agent-related log files
      3. HTTP task-related log files
      4. Archpro-related log files
      5. Task-related log files
      6. Crawler-related log files
      7. CommonStore trace files
      8. Content Manager agent related trace files
      9. HTTP task related trace files
      10. ArchPro related trace files
      11. Task related trace files
      12. CSX Active Directory related trace files
      13. CSX System Manager traces
      14. CSX Outlook Extension
      15. Best practices
      16. Content Manager log files
      17. Records Manager log files
      18. Records Enabler log files
      19. WebSphere log files
      20. Lotus Domino log files
    3. Appendix C: Additional material
      1. Locating the Web material
      2. Using the Web material
      3. System requirements for downloading the Web material
      4. How to use the Web material
  7. Related publications
    1. IBM Redbooks
    2. Other publications
    3. Online resources
    4. How to get IBM Redbooks
    5. Help from IBM
  8. Index (1/3)
  9. Index (2/3)
  10. Index (3/3)
  11. Back cover

Product information

  • Title: E-mail Archiving and Records Management Integrated Solution Guide Using IBM DB2 CommonStore and DB2 Records Manager
  • Author(s): Wei-Dong Zhu, Torsten Friedrich, R Hogg, Juergen Maletz, Philip McBride, Dean New
  • Release date: January 2006
  • Publisher(s): IBM Redbooks
  • ISBN: None