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Using IBM Enterprise Records

An IBM Redbooks publication

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Published on 29 May 2015

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ISBN-10: 073844071X
ISBN-13: 9780738440712
IBM Form #: SG24-7623-01


Authors: Whei-Jen Chen, Serena S Chan, Jean-Marc Costecalde, Yolanda H Yates and Harry Yessayan

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Abstract

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

Part 1. Concept

Chapter 1. Records management

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

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

 

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