Chapter 8. Basic Document Manager implementation 241
8.1 Basic implementation road map
In Chapter 3, “Document Manager solution design and planning” on page 47, we
show you the basic Document Manager solution planning process, which
consists of the following steps:
1. Identify document types.
2. Identify producers, approvers, and consumers of documents.
3. Identify document characteristics and document life cycles.
4. Define documents that should be records.
In addition, we describe the tasks you should perform to design the solution:
1. Define the users, groups, and roles.
2. Define the data model.
3. Define the life cycle processes.
4. Design the Document Manager user interface.
For records management-related planning and design, we also provide a general
guideline, which consists of the following steps:
1. Identify corporate records.
2. Review or define records retention rules.
3. Identify how documents are organized.
4. Define the file plan.
5. Define the records’ life cycle.
6. Define the users and security.
7. Plan for records destruction.
In this section, we lay out the approach to implement a Document Manager
solution. Figure 8-1 shows the core Document Manager objects and how they
relate to each other as well as a guideline in the order of their creation.
According to Figure 8-1:
򐂰 The Storage Collection (A), ACL (B), and Users/Groups (C) are to be created
in Content Manager.
򐂰 Attributes (1) and Item types (2) can be created in either Content Manager or
Document Manager.
򐂰 The shared objects in Document Manager are: Classes (3), Actions and
Dialogs (4), CVL List (4a), CVL Links (4b), New Item Templates, Property
Modification, Roles (9), States (10), Lifecycle Map (11), and Notifications.
Note: Storage collection is beyond the scope of this redbook. We do not
address this topic in this chapter.
242 IBM DB2 Document Manager with IBM Records Manager Solution Guide
򐂰 The objects related to the Document Manager Desktop are: View Templates
(5), Search Templates (6), Menus (7), Application Integration and Property
Exchange, and Desktop Templates (8).
򐂰 The blue lines show the objects that affect document access.
򐂰 The solid or dashed black lines show objects that affect the metadata.
Figure 8-1 Document Manager objects relationship diagram
In general, we recommend using the creation order, denoted by the numbers
next to the objects, as suggested in Figure 8-1, to create various Document
Manager objects. However, sometimes, you may need to deviate from the
Always create the users, groups, attributes, and item types first. Adapt the order
in which you choose to create the other Document Manager objects to your
situation. We recommend the strategy of configuring a little and test, configuring
a little more and test, until you complete the entire implementation.
By describing to you how we implemented our case study in this chapter and the
following three chapters, we show you the practical steps that you need to do to
(10) States
Item Types
CVL List
New Item
Templ ates
(9) Roles
View Templates
Search Templates
App. Integration &
Property Exchanges
CVL Links
Actions & Dialogs
Red only in CM
Blue in CM or DM
Purple shared objects in DM
Green Desktop configuration
Blue lines affect access
Black lines affect metadata

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