IBM DB2 Document Manager with IBM Records Manager Solution Guide

376 IBM DB2 Document Manager with IBM Records Manager Solution Guide

Figure 10-5 Proposal version relationships

10.1.4 Building the file plan

After the view, the file plan component definitions, and the relationships that form

the hierarchy, have been built, build the file plan by creating instances of the file

plan component definitions. When you add instances of the file plan component

definition, for example, Departments, you must provide values for the attributes

defined in the component definition. After you build the file plan, you can

navigate through its hierarchies and add, edit, or delete any file plan component.

Create the following file plan component instances:

View ZXY Technologies

Department Sales, Services, and Marketing

In the Records Manager administrator client, select File Plan Administration.

Add a new instance of Department, Sales, to the file plan:

1. Select the Add icon next to ZXY Technologies view.

2. Set Department Name to Sales.

3. Set Department Code to 00001.

4. Set Department Title to Sales Department for ZXY Technologies (see

Figure 10-6).

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5. Click Save. Click Close.

Figure 10-6 Add a new instance of Department, Sales, to the file plan

Add a new instance of Department, Services, to the file plan:

1. Select the Add icon next to ZXY Technologies view.

2. Set Department Name to Services.

3. Set Department Code to 00002.

4. Set Department Title to Services Department for ZXY Technologies.

5. Click Save. Click Close.

Add a new instance of Department, Marketing, to the file plan:

1. Select the Add icon next to ZXY Technologies view.

2. Set Department Name to Marketing.

3. Set Department Code to 00003.

4. Set Department Title to Marketing Department for ZXY Technologies.

5. Click Save. Click Close.

Once you have added the three instances, from the Records Manager

administrator client, File Plan Administration, click the ZXY Technologies link.

You should see the created file plan as shown in Figure 10-7.

378 IBM DB2 Document Manager with IBM Records Manager Solution Guide

Figure 10-7 Instances of Departments in the file plan for the case study

For this case study, new instances of Proposals under various Departments are

created when a new proposal is in the system. At this point, you do not need to

create any of them.

If you do need to create new proposals to the file plan, you can use the following

steps as reference:

From the Records Manager administrator client, select File Plan Administration,

click ZXY Technologies link, and do the following:

1. Select Actions link next to Sales (or Services or Marketing).

2. Select Add Proposal link.

3. Enter the appropriate information.

4. Click Save. Click Close.

Figure 10-8 shows the file plan for the case study for your reference.