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Using IBM Enterprise Records

An IBM Redbooks publication


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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    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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