IBM Records Manager

Quick Start Guide

Version 8.4

Product overview

IBM(R) Records Manager provides life cycle records retention management for various applications, such as e-mail, document management, workflow, imaging, and groupware. You can also specify an audit trail for security-managed records to provide evidence of proper business operations and record keeping.

Step 1: Access your software and documentation

If you download your product from Passport Advantage(R), follow the directions in the download document at http://www.ibm.com/support/docview.wss?rs=817&uid=swg24018542

This product offering includes:

Step 2: Evaluate your hardware and system configuration

See the IBM Records Manager system requirements document at http://www.ibm.com/support/docview.wss?rs=817&uid=swg27011526 for all supported platforms, hardware, and software.

Step 3 Review the base architecture

In a typical IBM Records Manager deployment, the database server is installed on a different machine from the IBM Records Manager engine. This configuration provides flexible architecture, availability, and failover support.

See "Planning your IBM Records Manager installation" in the IBM Records Manager Planning and Installing Guide to choose a deployment structure that meets your site's requirements and environment.

Step 4: Install WebSphere Application Server

Install WebSphere Application Server 6.1.0.11 and verify the installation. First, install the WebSphere Application Server version provided on the product CDs. Then, download and install Fix Pack 11 from the WebSphere Application Server Web site (http://www.ibm.com/support/docview.wss?rs=180&uid=swg24016159) to update to 6.1.0.11.

Step 5: Install a database server and create a schema owner

Install a database server following the instructions in your database documentation. IBM Records Manager Version 8.4 supports DB2 Version 8.2, 9.1 Fix Pack 4 (plus special build per platform), or 9.5 Fix Pack 1; Oracle 10g; and Microsoft(R) SQL Server 2005. In a typical installation, the database server is installed on a different machine from the IBM Records Manager engine. For Oracle, you must install the Oracle client on the IBM Records Manager engine machine if the engine is installed on a machine that is different from the IBM Records Manager database. This is not required for DB2 or SQL Server because the IBM Records Manager engine uses a type 4 JDBC driver to connect to DB2 or SQL Server.

You or your DBA also must create a database schema owner ID and password. This is an operating system user that will own the database objects.

Step 6: Install IBM Records Manager

Start the installation program, by running irminstall.bat (Windows(R)) or irminstall.sh (UNIX(R)) from the root of the installation CD. For a typical IBM Records Manager installation on two machines, start the installation program on the machine where your database server is running, and choose to install the IBM Records Manager database. On the machine where WebSphere Application Server is running, start the installation program and choose to install the IBM Records Manager engine, administration client, and utilities.

To automatically start the Engine Configuration tool and configure the IBM Records Manager engine, select Run the Engine Configuration tool now before you finish the IBM Records Manager installation.

Step 7: Configure the IBM Records Manager engine

You use the Engine Configuration tool to create, modify, or delete data sources and to modify connection information for the IBM Records Manager engine. If you did not automatically start the tool at the end of the installation process, you can start it from the command line. In the directory where you installed the IBM Records Manager engine, run the script EngineConfiguration.bat (Windows) or EngineConfiguration.sh (UNIX).

Step 8: Restart WebSphere Application Server and verify the installation

When you are done configuring the IBM Records Manager engine, restart WebSphere Application Server to start the IBM Records Manager engine and administration client, log in, and change the default administrator password. For example, if you installed the IBM Records Manager administration client in a WebSphere Application Server instance on a machine named irmserver.com, you start the IBM Records Manager administration client by entering http://irmserver.com/IRMClient (or http://irmserver.com:9080/IRMClient) in a browser. In the login screen, enter the user ID Administrator and the default password cronos. A successful login indicates that IBM Records Manager was installed successfully on your systems.

More information

For more information, see the following resources:

National language version: To obtain the Quick Start Guide in other languages, access the PDF files on the Quick Start CD.

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