Preparing for Content Manager OnDemand

This section contains an outline that you might find helpful as you prepare your organization for the Content Manager OnDemand environment and perform a pilot roll out of the system.
  • Work with a single department or group of end-users. Send a memo to the users to explain how Content Manager OnDemand will affect their daily work.
  • Develop an end-user training course or contract with IBM® to provide training for Content Manager OnDemand.
  • Establish a support plan for the users. The plan should include the names and phone numbers of persons to contact for assistance and a list of troubleshooting tips.
  • Choose a report or set of reports for an initial migration to Content Manager OnDemand. Obtain hardcopy of the reports.
  • Review the reports and determine the type of indexing required. Then select the fields from the reports for index, search, and display fields.
  • Review the selections with the users. Verify that the index, search, and display fields allow the users to retrieve the data that they need.
  • Determine the viewing requirements of your users.
  • Obtain, install, and test any data transforms that you might need. For example, if you need to convert AFP data to HTML data, you can use the IBM Content Manager OnDemand Advanced Function Presentation Transformations for IBM i Transform, available from IBM.
  • Identify the type of data contained in the report and determine how you will create index data.
  • If you plan to archive AFP data to index the report, identify the resources used by the report. Resources are reusable objects found on pages of a report, such as overlays and page segments. Overlays contain constant data that is merged with variable report data during printing and viewing. Page segments are graphics and images that appear on pages of a report file, such as a company logo.
  • Configure archive storage (optical and tape storage devices) on the server. Define archive media devices and storage management policies to Content Manager OnDemand to support the reports that you plan to store on the system.
  • Use the Content Manager OnDemand administrative client to create the application groups and applications required to support your reports.
  • Use the administrative client to define the folders that users open to access data stored on the system.
  • Use the administrative client to define users and groups to Content Manager OnDemand.
  • Index the reports.
  • Load the report, resources, and index data into the application group.
  • Begin end-user testing. Survey the users about initial testing and index, search, and display fields.
  • Update your company's vital records list to include the hardware and software required by the Content Manager OnDemand system. Update your company's operations and recovery manuals with information required to operate, support, and backup the Content Manager OnDemand system.