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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).
Chapter 10. Records Manager implementation in the Document Manager solution 377
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.
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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.

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