IBM DB2 Document Manager with IBM Records Manager Solution Guide

Chapter 3. Document Manager solution design and planning 71

Figure 3-5 Document Manager search dialogs

In later chapters of this redbook, we show you how we create the sample

application for the case study.

For more details about designing a Document Manager Desktop, also refer to the

IBM DB2 Document Manager V8.3 System Administration Guide, SC18-9254.

3.3.3 Define folders structures

You do not define Folders in the Document Manager Designer tool but they can

be created in the Folder Administrator utility that is part of the Document

Manager menu actions. You create folders to organize documents into

directory-like structures so users can easily find documents without performing a

document search action.

There are two types of folders, standard and dynamic folders. With

standard

folders

, you can manually drag and drop documents to the folders. The dynamic

folders

, also known as the dynamic search folders are linked to saved search

documents. The saved search documents store saved queries. Every time a

user opens a dynamic search folder, an associated saved search to the dynamic

search folder is executed and the folder content is refreshed. Dynamic search

folders are useful for quick lookup of certain groups of documents, without having

users manually drag and drop the documents there.

Use folders appropriately. Do not overuse them or else you can impact system

performance.

You can configure the folder security so only specific users have access to

folders.

72 IBM DB2 Document Manager with IBM Records Manager Solution Guide

Note: The Export/Import utility does not export or import a folder from one

system to another. If you create the folder in the testing environment, you

must either manually recreate it in the production environment or drag and

drop it to the new environment.