Book description
Records management helps users address evolving governance mandates to meet regulatory, legal, and fiduciary requirements. Proactive adherence to information retention policies and procedures is a critical facet of any compliance strategy. IBM® Enterprise Records helps organizations enforce centralized policy management for file plans, retention schedules, legal preservation holds, and auditing. IBM Enterprise Records enables your organization to securely capture, declare, classify, store, and dispose of electronic and physical records.
In this IBM Redbooks® publication, we introduce the records management concept and provide an overview of IBM Enterprise Records. We address records management topics, including the retention schedule, file plan, records ingestion and declaration, records disposition, records hold, and Enterprise Records application programming interfaces (APIs). We also use a case study to describe step-by-step instructions to implement a sample records management solution using Enterprise Records. We provide concrete examples of how to perform tasks, such as file plan creation, records ingestion and declaration, records disposition, and records hold.
This book helps you to understand the records management concept, the IBM Enterprise Records features and capabilities, and its use.
Table of contents
- Front cover
- Notices
- IBM Redbooks promotions
- Preface
- Summary of changes
- Part 1 Concept
-
Chapter 1. Records management
- 1.1 What constitutes a record
- 1.2 What records management involves
- 1.3 The business challenge: Information lifecycle governance
- 1.4 The importance of records management
- 1.5 Legal, regulations, compliance, and investigations
- 1.6 Planning an information lifecycle governance program
- 1.7 Records management maturity model
- 1.8 Organizational readiness
- 1.9 Records management system technical standards and guidelines
- 1.10 Role of IBM Enterprise Records within the IBM Information Lifecycle Governance portfolio
- Chapter 2. IBM Enterprise Records system and architecture
- Chapter 3. Retention and file plans
- Chapter 4. Security
- Chapter 5. Records capture, creation, and retrieval
-
Chapter 6. Records disposition and basic schedules
- 6.1 Introduction to records disposition
- 6.2 Implementing records disposition policies
-
6.3 Basic disposition schedules
- 6.3.1 Characteristics of basic disposition schedules
- 6.3.2 Creating a basic disposition schedule
- 6.3.3 Converting a record category to a basic schedule
- 6.3.4 Basic disposition sweep and processing
- 6.3.5 Example use cases for basic disposition sweep
- 6.3.6 Controlling how records are grouped for disposition
- Chapter 7. Advanced disposition
- Chapter 8. Holds and preservation
- Chapter 9. Audit requirements
- Chapter 10. Reporting
- Chapter 11. Physical records
- Chapter 12. IBM Enterprise Records Java APIs
- Chapter 13. IBM Enterprise Records for IBM Content Manager
- Part 2 Implementation case studies
- Chapter 14. File plan case study
- Chapter 15. Basic disposition case study
- Chapter 16. Advanced disposition case study
- Chapter 17. Records hold case study
- Chapter 18. IBM Java API for Records Manager case study
- Related publications
- Back cover
Product information
- Title: Using IBM Enterprise Records
- Author(s):
- Release date: May 2015
- Publisher(s): IBM Redbooks
- ISBN: 9780738440712
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