IBM United States
Software Announcement 202-323
November 26, 2002
IBM Records Manager V2.0 Allows Organizations to Consistently Apply Formal e-Records Capabilities to Multiple Applications
At a Glance
IBM Records Manager (RM) Version 2.0 enables customers to apply record retention and disposal policies to information assets with existing business applications including Content Manager and non-IBM systems. This new offering, the result of the acquisition of Tarian Software, integrates a single and consistent records solution for both electronic and physical information assets across multiple existing business applications while providing one central location enterprise-wide for record classification and retention policies. This industry-leading technology is DoD 5015.2-STD June 2002 certified and integrated with IBM Content Manager.
For ordering, contact:
Your IBM representative, an IBM Business Partner, or the Americas Call Centers at 800-IBM-CALL (Reference: SE001).
IBM Records Manager (RM) enables customers to apply record retention and disposal policies to information assets with existing business applications including Content Manager and non-IBM systems. This new offering, the result of the acquisition of Tarian Software, integrates a single and consistent records solution for both electronic and physical information assets across multiple existing business applications while providing one central location enterprise-wide for record classification and retention policies. This industry-leading records management software, which is DoD 5015.2-STD June 2002 certified and integrated with IBM Content Manager and other Business Partner applications, will now be sold through IBM Passport Advantage.
With increasing regulatory pressures and stockholder scrutiny, companies need solutions that can help them electronically capture, preserve, manage, protect, and ultimately dispose of information assets. This is a particularly pressing requirement for agencies and vendors of the U.S. federal government who must comply with the DoD 5015.2-STD June 2002.
IBM Records Manager integrates records management capabilities throughout the enterprise in a consistent manner that is nonintrusive to customers' current business practices and IT investments. IBM RM can be used to e-records enable existing business applications and manage the content within its native database or repository. No code is required on the desktop so a user does not have to learn a new application for e-records management. IBM Records Manager offers declare, classify, and search function through published APIs and offers Web-based server technology and administration. RM is DoD 5015.2-STD June 2002 certified and is the only solution integrated with IBM Content Manager to provide complete lifecycle management to information assets.
Differentiating Features of Records Manager:
Synergy with Content Manager
The combination of IBM Content Manager and the Records Manager technology provides customers with a robust and scalable enterprise content management infrastructure with search capabilities and workflow to manage and e-records enable multiple types of information. Integration with IBM Content Manager has also been DoD 5015.2-STD June 2002 certified, and is available separately.
Refer to the Technical Information section for details.
Planned Availability Date
IBM Records Manager (RM) integrates records management capabilities throughout the enterprise in a consistent manner that is nonintrusive to customers' current business practices and IT investments. IBM Records Manager can be used to e-records enable existing business applications and manage the content within its native database or repository. No code is required on the desktop so a user does not have to learn a new application for e-records management.
IBM Records Manager offers declare, classify, and search function through
published APIs and offers Web-based server technology and administration.
IBM Records Manager is D0D 5015.2-STD June 2002 certified and is the
only solution integrated with IBM Content Manager to provide complete
lifecycle management for information assets. IBM RM provides for the
seamless integration of basic e-records capabilities through published
APIs to work with any business application and enterprise content
A New Approach to e-Records Retention
IBM RM provides records-enabling technology to bring electronic record keeping directly to your current business application software. RM provides all underlying record-keeping infrastructure on a remote dedicated server. End-user Declare and Classify processes are integrated into the business software through the published APIs, making it easier to use.
RM provides the following key capabilities:
Records Manager maintains a zero footprint . Customers can e-records enable any business application, without installing another software application onto their desktop.
Declared documents (e-records) need not be extracted from the business application. RM applies lifecycle control directly to these documents throughout their life, while they reside in the source application. As a result, security is not compromised by the removal of declared items from the originating application.
RM has been designed to handle many unique record-keeping requirements.
RM provides the most a advanced and flexible technology, designed to match any file plan needs through the following:
In summary, IBM Records Manager was designed to provide a strong
foundation for scalable, distributed operations of the various server
components, ready to records-enable enterprise-wide applications.
Section 508 of the U.S. Rehabilitation Act
The following feature supports use by people with disabilities:
Statement of Direction
Support for DB2® is planned for 2003.
All statements regarding IBM's plans, directions, and intent are subject to change or withdrawal without notice.
Product information will be available on day of announcement through Offering Information (OITOOL) at:
Specified Operating Environment
The exact configuration you need to support your environment with satisfactory response time will vary depending on the size of the objects you are working with and other factors. Individual display response times vary depending on workstation speed, memory, size of objects, and network and server workload. Minimum recommended configurations listed below need to be evaluated and adjusted according to your unique requirements. Disk space recommendations below are for the product installation and working space only. The actual hard disk required varies, depending on your installation.
Records Management Server (PC that supports Windows)
Direct Customer Support: Direct customer support is provided by IBM Operational Support Services Support Line. This fee service enhances customers' productivity by providing voice and electronic access into the IBM support organization. IBM Operational Support Services Support Line will help answer questions pertaining to usage and suspected software defects for eligible products.
Installation and technical support is provided by Global Services. For more information call 800-IBM-4YOU (426-4968).
This program, when downloaded from a Web site, contains the applicable
IBM license agreement and License Information (LI), if appropriate, which
will be presented for acceptance at the time of installation of the
program. The license and LI will be stored in a directory such as
LICENSE.TXT for future reference.
Security, Auditability, and Control
IBM Records Manager V2.0 uses the security and auditability features of the host hardware or software.
The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.
Product Group: IBM Content Management
Product Category: IBM Records Manager
IBM Records Manager V2.0 is a client/server product that has two charge units: Server install and User.
All orders for this product are placed through Passport Advantage.
You should order the appropriate number of License and Maintenance (one year or two years) authorizations that meet your requirements.
Program Server Installs
Your license to the Program Server entitles you to install the program on
one physical server or node. If you wish to install the program on
additional physical servers or nodes, you must acquire additional Proofs
of Entitlement (PoEs).
You must acquire a user authorization for each individual user who will,
either directly or indirectly, use or access the program to declare,
classify, delete, search, and/or retrieve records. One user per Program
Server is included in the Program Server license.
Part Program Name/Description Number IBM Records Manager V2.0 Media Pack BF00ZNA IBM Records Manager Server D5213LL Lic/SW Maint 1 Anniv IBM Records Manager Server D5214LL Lic/SW Maint 2 Anniv IBM Records Manager Server E00MALL SW Maint Rnwl 1 Anniv IBM Records Manager Server D5215LL SW Maint Aft Lic 1 Anniv IBM Records Manager User D5210LL Lic/SW Maint 1 Anniv IBM Records Manager User D5211LL Lic/SW Maint 2 Anniv IBM Records Manager User E00M9LL SW Maint Rnwl 1 Anniv IBM Records Manager User D5212LL SW Maint Aft Lic 1 Anniv
RM is available through the IBM Passport Advantage Program electronic Software Delivery (eSD) tool.
Terms and Conditions
Licensing: IBM International Program License Agreement. Proofs of Entitlement (PoEs) are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.
Money-Back Guarantee: If for any reason you are dissatisfied with the program, return it within 30 days from the invoice date, to the party (either IBM or its reseller) from whom you acquired it, for a refund. This applies only to your first acquisition of the program.
Software Maintenance, previously referred to as Subscription and Technical Support, is now included in the Passport Advantage Agreement. Installation and technical support for this product is provided by the Software Maintenance offering of the IBM International Passport Advantage Agreement. This fee service enhances customer productivity by providing voice and/or electronic access into the IBM support organizations.
IBM includes Software Maintenance with each program acquired during the coverage period. The coverage period means the period commencing on the date you acquire the program up to the first or second anniversary date, depending on whether you acquired coverage for one or two anniversaries. The coverage period for Software Maintenance acquired in the two months preceding an anniversary date will be extended to the next applicable anniversary date.
While your Software Maintenance is in effect, IBM provides you assistance for your (1) routine, short duration installation and usage (how-to) questions; and (2) code-related questions. IBM provides assistance via telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, every day of the year. For additional details, consult your IBM Software Support Guide at:
Software Maintenance does not include assistance for (1) the design and development of applications, (2) your use of programs in other than their specified operating environment, or (3) failures caused by products for which IBM is not responsible under this agreement.
For more information about the Passport Advantage Agreement, refer to the IBM International Passport Advantage Agreement Software Announcement 201-202 , dated July 10, 2001, or visit the Passport Advantage Web site at:
For Passport Advantage and charges, contact your authorized IBM Lotus® Business Partner. Additional information is also available on the Passport Advantage Web site:
IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Our offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit the Web at:
Use Priority/Reference Code: SE001 Phone: 800-IBM-CALL Fax: 800-2IBM-FAX Internet: firstname.lastname@example.org Mail: IBM Atlanta Sales Center Dept. SE001 P.O. Box 2690 Atlanta, GA 30301-2690
You can also contact your local IBM Business Partner or IBM representative. To identify them, call 800-IBM-4YOU.
Note: Shipments will begin after the planned availability date.