Installing eDM - Before installing eDiscovery Manager to connect to FileNet P8

Before installing IBM® eDiscovery Manager, ensure that the following prerequisites are met.

Verify that your system meets the minimum hardware and software requirements listed at System requirements for eDiscovery Manager.
Ensure that you have a temporary directory with 450 MB of free space for installing eDiscovery Manager. On AIX®, the default temporary directory is /tmp. On Microsoft Windows, the default temporary directory is %TMP%. If you want to change the directory that the installation program uses, set the IATEMPDIR environment variable to specify a different directory.
Ensure that you have a working IBM FileNet® P8 system.

To improve the performance of the eDiscovery Manager installation program, create the following index. Enter the command on a single line:

CREATE UNIQUE INDEX "db2admin"."IDX008010356320000" ON "DB2ADMIN"."GENERIC" 
("OBJECT_ID" ASC) INCLUDE ("OBJECT_CLASS_ID", "HOME_ID") ALLOW REVERSE SCANS;

Ensure that your system meets the following directory service requirements.
1. A directory service (such as Microsoft Active Directory, Tivoli® Access Manager, and so on) must be configured in FileNet P8.
2. The directory service administrator must:
  1. Create a group for eDiscovery users, for example, EDISCOVERYUSERS.
  2. Create a new FileNet P8 user account or choose an existing user account to serve as the eDiscovery administrator.
    Recommendation: To make security configuration simpler, choose the account of a content server administrator to serve as the eDiscovery administrator.
    
    The eDiscovery Manager installation program will prompt you for the user ID and password of the eDiscovery administrator on the Administrative Accounts pane. This information is saved in the ral.properties file and eDiscovery Manager recognizes this user as a Super User.
  3. Populate the eDiscovery group with users who you want to have access to eDiscovery Manager and IBM eDiscovery Analyzer. Be sure to add the eDiscovery administrator to this group.
Create a user ID for starting the eDiscovery Manager application server:
1. Create an AIX non-root user ID. The eDiscovery Manager installation program will prompt you for this user ID on the Owner and Group pane.
2. Create an AIX group and add the new AIX non-root user ID to it. The eDiscovery Manager installation program will prompt you for this group on the Owner and Group pane.
  The .profile file for this user ID must exist in the $HOME/AIX_non_root_user_ID subdirectory.
Lotus® Domino® and Lotus Notes® environments only. Complete the following steps:
1. Create a Lotus Domino group called EDISC_USERS on the remote Lotus Domino server.
  Locate the Name and Address book on the remote Lotus Domino server and follow the instructions in the Lotus Domino documentation for creating a group.
2. Create a Lotus Notes user ID for eDiscovery Manager on the remote Lotus Domino server and add the new Lotus Notes user ID to the EDISC_USERS Lotus Domino group on that server.
  An ID file is generated for the new user ID. eDiscovery Manager uses this ID file to connect to the remote Lotus Domino server, create databases, and export Lotus Domino email.
Configure the connection between eDiscovery Manager and FileNet P8. See Configuring the IIOP connection between the eDiscovery Manager system and the FileNet P8 server for details.
If the object store is configured to use date partitioning during content-based retrieval, temporarily disable date partitioning by using FileNet Enterprise Manager. You can re-enable this feature after installing eDiscovery Manager.
If date partitioning is enabled on the FileNet P8 server that eDiscovery Manager connects to, the eDiscovery Manager installation will fail with a data model creation error (such as DGL5050A). The eDiscovery Manager installation program creates object classes and relies on those object classes being created immediately. Thus, the date partitioning feature of FileNet P8 must be disabled.
If you are integrating eDiscovery Manager with an existing installation of IBM InfoSphere™ Enterprise Records, you must still follow the steps described in Installing IBM InfoSphere Enterprise Records, such as creating a new file plan and configuring the access rights and privileges for eDiscovery Manager users.
Be aware that the eDiscovery Manager installation program does not support the HTTPS protocol. When the installation program prompts you for the URL of the IBM FileNet Content Engine, be prepared to enter a URL that uses the Internet Inter-ORB Protocol (IIOP) or the Hypertext Transfer Protocol (HTTP).