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Implementing IBM Content Manager Ondemand Solutions with Case Studies

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Implementing IBM Content Manager Ondemand Solutions with Case Studies Front cover Implementing IBM Content Manager OnDemand Solutions with Case Studies Product philosophy and history Platform specific implementation guidelines Multiple case studies for various platforms Wei-Dong (Jackie) Zhu Carol Allen Terry Brown James Ilardi Dewey Jackson Hassan A Shazly Edward E Stonesifer Vanessa T Stonesifer ibm.com/redbooks International Technical Support Organization Implementing IBM Content Manager OnDemand Solutions with Case Studies December 2007 SG24-7511-00 Note: Before using this information and the product it supports, read the information in “Notices” on page ix. First Edition (December 2007) This edition applies to Version 8 Release 4 of IBM DB2 Content Manager OnDemand for Multiplatforms (program number 5724-J33), Version 7 Release 1 of IBM DB2 Content Manager OnDemand for z/OS and OS/390 (Program Number 5655–H39), Version 5 Release 4 of IBM DB2 Content Manager OnDemand for i5/OS (Product number 5722-RD1). © Copyright International Business Machines Corporation 2007. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Notices . ix Trademarks . x Preface . xi The team that wrote this book . xii Become a published author . xiv Comments welcome. xv Part 1. Implementation guidelines. 1 Chapter 1. Introduction to IBM Content Manager OnDemand . 3 1.1 IBM Content Manager OnDemand product philosophy. 4 1.2 Content Management OnDemand history. 5 Chapter 2. IBM Content Manager OnDemand for Multiplatforms implementation guidelines. 11 2.1 Identify project resources . 12 2.2 Content Manager OnDemand server sizing . 13 2.2.1 Architecture and platform . 14 2.2.2 CPUs. 15 2.2.3 Memory . 16 2.2.4 Disks . 17 2.3 Installation and configuration. 17 2.3.1 Environment preparation. 18 2.3.2 Add and modify an operating system user . 23 2.3.3 Installation and configuration summary. 24 2.3.4 Create Content Manager OnDemand instance. 25 2.3.5 Configure storage management . 29 2.3.6 Verifying the installation . 31 2.3.7 Implementation best practices . 32 2.4 Design . 34 2.4.1 Report selection . 34 2.4.2 Indexing requirements. 35 2.4.3 Retention. 36 2.4.4 Application group, application, and folder . 37 2.4.5 Security . 37 2.4.6 Indexers . 39 2.4.7 Exit points . 40 © Copyright IBM Corp. 2007. All rights reserved. iii 2.5 Application setup and verification . 51 2.5.1 Report setup . 51 2.5.2 Permissions setup. 54 2.5.3 Load, retrieve, and print verification . 55 2.5.4 User acceptance . 56 2.6 Functional testing . 57 2.6.1 Load daemons . 57 2.6.2 Expiration processing . 58 2.6.3 Startup and shutdown processing. 61 2.6.4 Retrieval processing . 65 2.6.5 Printing . 65 2.6.6 Custom scripts . 65 2.6.7 Backup and recovery . 65 2.7 Performance testing and considerations . 65 2.7.1 Develop test cases based on requirements . 66 2.7.2 Load testing. 66 2.7.3 Search and retrieval testing . 67 2.7.4 Tuning considerations based on test results. 67 2.8 Training . 68 2.8.1 Administrator training . 68 2.8.2 User training . 69 2.9 Deployment into production. 69 2.9.1 Automate system process. 70 2.9.2 System documentation . 71 2.9.3 System monitoring . 71 Chapter 3. IBM Content Manager OnDemand for i5/OS implementation guidelines . 75 3.1 Introduction . 76 3.2 Identify project resources . 76 3.3 OnDemand server sizing. 77 3.4 Installation and configuration. 77 3.4.1 Installing software . 78 3.4.2 Creating an instance . 78 3.4.3 Setting up the Administration Client . 79 3.4.4 Creating a migration policy using System i Navigator. 80 3.5 Design . 81 3.5.1 Report selection . 81 3.5.2 Indexing requirements. 82 3.5.3 Retention. 84 3.5.4 Application group, application, and folder . 85 3.5.5 Security . 90 3.5.6 Document Audit Facility . 95 iv Implementing IBM Content Manager OnDemand Solutions 3.5.7 Indexers . 97 3.5.8 Exit points . 98 3.6 Application setup and verification . 99 3.6.1 Report setup . 99 3.6.2 Permissions setup. 106 3.6.3 Load, retrieve, and print verification . 107 3.6.4 User acceptance . 109 3.7 Functional testing . 110 3.7.1 Automatically loading reports . 110 3.7.2 Storage management . ..
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