Working with IBM Records Manager

Chapter 11. Declaration and classification configuration 193

11.2.3 Testing auto declaration and classification

After IBM Content Manager Records Enabler and IBM Document Manager are

set up as described in the previous sections, you are ready to test auto

declaration and classification. For our case study, we test the auto declaration

and classification as follows:

1. Open the IBM Document Manager desktop and log in.

2. Click Add Item. A dialog box opens as shown in Figure 11-9.

Figure 11-9 Add item dialog box

Note: Before you begin the implementation process, check that the

following services are running:

򐂰 IBM Content Manager Resource Manager server - IBM Content

Manager Resource Manager

򐂰 IBM Document Manager Cache services

򐂰 IBM Document Manager Life Cycle services

194 Working with IBM Records Manager

3. Select the Class and Type fields. For our example, we select Report in the

Class field, and Document in the Type field. Click Next.

4. Select the report file and click Open.

5. Enter the required fields. For our example, we enter CorpReport for the

Document Name. Click Apply to create a document of

Document type and

Report class in the system.

6. Click Search.

7. On the Document Search dialog box, search for the document that you just

created. For our example, we select Contains as the filter and enter

CorpReport in the Document Name field. Click Search.

8. Select the document that you just created and click Transition.

9. Repeat step 8 until the document gets to the state where the system auto

declares and classifies it as a record. For our example, we click twice to

transition this document to the Archive state.

After transitioning the document to the Archive state, the document is declared

automatically by the system within a specified time frame. The time is decided by

polling interval value in IBM Content Manager Records Enabler automatic

declaration configuration that we set up in “IBM Content Manager Records

Enabler auto declaration and classification rules setup” on page 185. When this

is done, the IsRecord attribute of this item is changed to yes after refreshed in

IBM Document Manager desktop client.

Tip: For our case study, we can select Approve or Draft at the second time

transition. After you choose Approve, the life cycle goes on to the Archive

state. The auto declaration and classification starts on this document after it

reaches the Archive state.

Chapter 11. Declaration and classification configuration 195

Figure 11-10 shows the automatically declared document.

Figure 11-10 Automatically declared record