Understanding IBM FileNet Records Manager

An IBM Redbooks publication

Note: A new draft version of this publication is now available


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 strategies. IBM® FileNet® Records Manager helps organizations enforce centralized policy management for file plans, retention schedules, legal preservation holds, and auditing. IBM FileNet Records Manager enables organizations 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 FileNet Records Manager. We address records management topics including retention schedule, file plan, records ingestion and declaration, records disposition, records hold, and IBM FileNet Records Manager APIs. In addition, using a case study, we describe step-by-step instructions to implement a sample records management solution using IBM FileNet Records Manager. 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 is for anyone who wants a basic understanding of records management concept, the features and capabilities that IBM FileNet Records Manager offers, and its basic usage.

Table of contents

Part 1. Concept
Chapter 1. Introduction to records management
Chapter 2. IBM FileNet Records Manager system overview and architecture
Chapter 3. Retention schedules and file plans
Chapter 4. Security
Chapter 5. Records declaration
Chapter 6. Records disposition
Chapter 7. Records hold
Chapter 8. Auditing and reporting
Chapter 9. IBM FileNet Records Manager Java APIs
Chapter 10. System to system transfer

Part 2. Implementation with case study
Chapter 11. File plan creation case study
Chapter 12. Records declaration case study
Chapter 13. Records disposition case study
Chapter 14. Records hold case study
Chapter 15. IBM FileNet Records Manager Java APIs case study


Publish Date
04 May 2009

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