Product Release Bulletin - CA Technologies · previous client application from the PowerBuilder...

Product Release Overview

CA Records Manager, r12.6

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Copyright © 2010 CA. All rights reserved. CA confidential and proprietary information for CA use only.

No unauthorized copying or distribution permitted.

While every attempt has been made to ensure the accuracy and completeness of the information in this

document, some typographical or technical errors may exist.

The information contained in this document is subject to change without notice.

CA Records Manager r12.6 Product Release Overview

Author(s):

Aimee Williams, Product Marketing Strategist

Betty Ann Veverka, Product Manager


CA Records Manager, 12.6

Published on 02/10/2010 2



Table of Contents

CA Records Manager Release 12.6 .......................................................... 4

Compliance with DoD 5015.2-STD v3 ...................................................... 5

New Design for Administrative Desktop Interface ..................................... 5 Retention Module Incorporated into New Desktop User Interface ................... 6

Enhanced User Interface Customization Features ...................................... 7 Administrative Desktop Interface Detail Tab ............................................... 7 New Interface for Configuring Data Columns .............................................. 8

Introduction of Crystal Reports .............................................................. 10

Enhanced Audit Capabilities .................................................................. 10

Support for FOIA and Privacy Act Requests ............................................. 11 Request Workflows ............................................................................... 12 Workflow Notifications .......................................................................... 13 Request Correspondence ....................................................................... 13 Information Searches ........................................................................... 13 Tagging Search Results ......................................................................... 13 Redaction ........................................................................................... 14 Reporting ............................................................................................ 14

Support for Classified Records with SharePoint ........................................ 15 Declaration Of Classified Records In SharePoint ........................................ 16 Classification Of Working Papers In SharePoint ......................................... 16 Lifecycle Management for Working Papers in SharePoint ............................ 17

New Server Administration Utility .......................................................... 19

New Client Configuration Utility ............................................................. 20

Local Time Zone Support Extended ........................................................ 22

Record Authenticity ............................................................................. 22

Folder Default Status ........................................................................... 24

Discover and Retention Manager Enhancements ...................................... 26 Greater Efficiencies - Performance and Scalability ..................................... 26 Search Enhancements .......................................................................... 26 Legal Hold Enhancements ..................................................................... 26 Security Enhancements ......................................................................... 26 Re-Declare Content As Record ............................................................... 26

CA Records Manager Integrations .......................................................... 27 SharePoint Integration Enhancements ..................................................... 27

Declare Items Other Than SharePoint Documents ........................................ 27






Customize SharePoint Parameters for Document ID and Record Indicator ....... 28 Default Record Locations for Record Declaration .......................................... 29 Automatic Enrollment of New SharePoint Sites ............................................ 30 Moving Records Within SharePoint ............................................................. 31 More Options for Auto-Declaration Rules .................................................... 31

Upgrade Path ...................................................................................... 31

Supported Platforms ............................................................................ 32


CA Records Manager, r12.6




CA RECORDS MANAGER RELEASE 12.6

There are three key themes to the CA Records Manager r12.6 release:

Enabling CA Records Manager to meet the growing enterprise-scale and global deployment needs of customers

New administration utilities

Automatic enrollment of new SharePoint sites

Enhanced audit capabilities

Extension of local time zone support

Support for 64-bit platforms

Enhancing the user experience including usability and transparency of

records management processes

New design and reporting capabilities for the Administrative

Desktop Interface

Enhanced user interface customization features

SharePoint 2007 integration auto-declaration enhancements

Discovery and Retention Manager performance, search and legal

hold enhancements

Additional certification under DoD 5015.2-STD v3

Chapter 3 - Management of Classified Records

Chapter 3 - Management of Classified Records paired with SharePoint 2007

Chapter 4 - Managing Records for Privacy Act and Freedom of Information Act (FOIA)






COMPLIANCE WITH DOD 5015.2-STD V3

CA Records Manager r12.6 is certified by the Joint Interoperability Test Command

(JITC) to be compliant with version 3 of the U.S. Department of Defense (DoD) 5015.2 Standard in the following areas of the standard:

Chapter 2 – Mandatory Baseline Requirements

Chapter 3 – Management of Classified Records

Chapter 4 – Managing Records for the Privacy Act and the Freedom of

Information Act

Chapter 5 – Transfers

Chapter 6 – Non-Mandatory Features CA has gained a reputation of being a leader in the market and early adopter of

new and important standards for the records management industry. Following that tradition, this release of CA Records Manager is the first Records Management

Application (RMA) to be certified with SharePoint 2007. The CA Records Manager integration with SharePoint exceeds the requirements for providing government agencies with automated procedures for managing classified working papers and

records that are specified in the standard. And the FOIA functionality to provide government agencies with automated procedures for processing FOIA requests,

Privacy Act requests, and Requests to Amend Records also exceeds the requirements specified in the standard.

NEW DESIGN FOR ADMINISTRATIVE DESKTOP INTERFACE

This release unveils a new user interface for the Administrative Desktop client

which provides a richer end user experience with an updated look and feel, more

configuration options, and the introduction of Crystal Reports.

The Desktop User interface and the Desktop Administrator component have been

completely redesigned to provide enhanced ease of use. The transition of the

previous client application from the PowerBuilder platform onto the Windows

Presentation Foundation (WPF) .NET platform improves usability and incorporates

customer-requested enhancements to the interface. The functionality of the

product is the same, but navigation through the product is slightly different. Users

of previous versions of CA Records Manager will recognize familiar features in the

new design.






Figure 1 – CA Records Manager Administrative Desktop User Interface

Retention Module Incorporated into New Desktop User Interface

As part of the redesign of CA Records Manager, all of the features of the Retention

Module that were introduced in CA Records Manager r12 are now incorporated into

the Desktop User interface and the Desktop Administrator component. The

retention services (Calculator service, Inspector service, and Collector service) are

now available from the new Server Administration utility. There is no longer a

separate Retention Module component. This provides Records Managers and

administrators with more straightforward tools for managing the disposition

process.






Figure 2 – CA Records Manager Server Administration – Retention Services (Calculator, Inspector,

Courier)

ENHANCED USER INTERFACE CUSTOMIZATION FEATURES

Administrative Desktop Interface Detail Tab

Administrators and other authorized users now have much more flexibility when

configuring the display of metadata information on the various tabs in the

Administrative Desktop client. For example, when you customize a Detail tab, you

can design the layout for a one-column or two-column format, add rows, and

arrange the fields in any order. You can also size the fields and not have the field

displayed if the field is empty.

In the CA Records Manager r12 web interface, we introduced the ability to

customize the Detail page by document media type whereby each media type has

an independent set of profile configuration controls. For instance, you can

configure the Detail page for an email record to include the From, Sent, To, and






Subject fields and configure the Detail page for a digital photographic record to

include the Photographer, Copyright, Image Size, and Image Source fields. This

feature is now available in the Administrative Desktop client.

These enhanced configuration options let you tailor the Administrative Desktop User

Interface to meet the needs of your organization and allow you to create different

presentations of the interface for specific users and/or user roles.

Figure 3 – CA Records Manager - Customizing Document Detail Tab

New Interface for Configuring Data Columns

Configuring CA Records Manager using the Administrator Function of the Desktop

application is now easier in this release. The All Columns screen is used to

determine the look and behavior of data fields in the Desktop application. For

example, you can hide or expose a data field, make a data field read-only or

writable, add and remove custom fields, make a data field required or optional, and






change the label used to identify the data field. To make these configuration tasks

easier, Administrators now have a user-friendly interface.

Along with this new configuration interface, we introduced the ability to define

custom default values for data fields. This feature allows the default values to be

pre-populated for users.

Figure 4 – CA Records Manager Administrator - All Columns Configuration and Custom Default Values






INTRODUCTION OF CRYSTAL REPORTS

CA Records Manager now comes bundled with Crystal Reports, the industry leading

reporting solution. This uses more current technology and brings enhanced

capabilities. A key benefit is that customers can more easily modify reports or

design their own custom reports. Previously available standard reports have been

redesigned using Crystal Reports and several new reports have been added.

Standard reports now include reports that list user and group access rights (view,

edit, place) to categories (or client/matters) and folders.

The export option is very useful when users want to have reports exported to

popular formats such as PDF, Excel, Word and XML. Users can download reports

and store them for future use or to modify reports further.

CA Records Manager provides two methods for viewing reports using Crystal

Reports:

Crystal Reports Viewer – installed on the local workstation for users to view and print reports from the local workstation.

Crystal Reports Web Site - installed on the CA Records Manager application

server for users to view and print reports from a central location.

CA Records Manager r12.6 ships with Crystal Reports 2008 runtime components

and comes with various predefined system reports for use with Crystal Reports. Using Crystal Reports developer tools, administrators can modify system reports or

design custom reports.

ENHANCED AUDIT CAPABILITIES

CA Records Manager now provides full auditing and reporting for all actions

performed on records in the database. Now all actions are captured at the database level and the audit details identify which CA Records Manager component was used to perform the action. This provides a more comprehensive audit trail

that captures all transactions not just what was done through the user interface. For example, if a document in SharePoint is declared as a record, the audit log will

indicate this.






Figure 5 – Audit Details – Document declared as a record from SharePoint

As in previous releases, administrators can use the Audits node in the Configuration

section of the Desktop Administrator component to configure the types of actions and form activity to audit. In this release, the Was/Is capability was expanded so

that this audit feature can be applied to any metadata field in the CA Records Manager database. The Was/Is feature allows you to compare the current values of fields with their previous values.

Figure 6 – Audit Details – Folder “Was-Is” information

SUPPORT FOR FOIA AND PRIVACY ACT REQUESTS

CA Records Manager r12.6 is certified to be compliant with version 3 of the U.S.

Department of Defense (DoD) 5015.2 Standard. This certification includes Chapter 4 requirements for managing records for Freedom of Information Act (FOIA) and






Privacy Act which include extensive workflow, notifications, tracking, reporting,

accounting, and redaction functionality. The functionality introduced in this release to meet these requirements can be used by any organization that must comply with freedom of information, right to know, or open records regulations.

Request Workflows

Requests for information are processed via automated, pre-defined workflows right within CA Records Manager. The workflow is initiated when a new request is

received and logged. Requests are stored as objects in the CA Records Manager database and have related metadata fields for tracking information about the

request, e.g., date received, requestor name and address, request description, fee schedule, request status, etc.

And the great thing is that the workflow tracks the request through the appeals process as necessary. At the completion of the workflow, all records, forms,

letters, and correspondence are filed under the appropriate retention information requests based upon full disclosure, partial denial, or full denial.

Figure 7 – FOIA Request Details






Workflow Notifications

CA Records Manager can be configured to send email notifications to the people assigned to the workflow. For example, a new request notification can be sent to

the person responsible for reviewing new requests or an appeal notification can be sent to the person responsible for reviewing appeals.

Request Correspondence

CA Records Manager integrates with Microsoft Office to help you produce request-related correspondence such as the following types of letters:

Acknowledgement letters

Clarification or perfection letters

Disclosure letters

Denial letters

Appeal letters

Extension letters

Information Searches

CA Records Manager discovery search tool, Discovery and Retention Manager is

used for locating information in response to requests. Discovery and Retention Manager allows you to search for:

records managed by CA Records Manager (in managed repositories)

non-records in the following locations:

– CA Message Manager

– SharePoint – File and Network shares

– Laptops

Tagging Search Results

A search is activated and the results, containing both records and non-records, are

reviewed and tagged -- either as disclose, redact, or as exempt. Documents can then be denied or released and redacted as appropriate. Appropriate notifications via denial record forms are also provided.






Figure 8 – Discovery and Retention Manager – Tagging Search Results

Redaction

CA Records Manager supports the redaction process in the following ways:

Any third party redaction tool can be used

Redacted records are published as PDFs

Redacted records are declared as records to CA Records Manager

Redacted records are linked to the original records in CA Records Manager

Reporting

This solution provides robust reporting capabilities that include Annual FOIA Reports with all of the data required by Congress. This saves valuable time and proves compliance to requirements. Examples of other out-of-the box reports include:

Number of Requests

Status of Requests

Reasons for Exemptions

Man Hours

Fees Collected

Production Costs






Figure 9 – Sample FOIA report - FOIA Annual Report required by Congress.

SUPPORT FOR CLASSIFIED RECORDS WITH SHAREPOINT

CA Records Manager r12.6 is certified to be compliant with Chapter 3 (Management of Classified Records) of the U.S. Department of Defense (DoD) 5015.2 Standard,

version 3. This certification includes managing classified information in SharePoint. Our solution exceeds the requirements specified in the standard to provide government agencies with automated procedures for managing classified working

papers and records.

As in previous releases, the classification feature lets organizations manage information that requires protection against unauthorized disclosure. Authorized users can manage both the classification and declassification of records. When this






feature is in effect, security clearance levels are assigned to user accounts to

control user access to records in CA Records Manager as well records managed in-place.

In this release, we introduced additional ways to search classified records. Authorized users can now include classification metadata (e.g., reason for

classification, exemption, downgrade/upgrade information, declassification type, etc.) in their search criteria. This provides more flexible searching options for classified records. In addition, this release provides the capability to transfer and

expunge declassified records from the classified repository to an unclassified repository so organizations, especially government agencies, can appropriately

segregate and protect classified records as mandated by regulations. CA Records Manager is the only product certified with SharePoint 2007 for

managing classified records. Our integration with SharePoint 2007 was expanded to handle documents in SharePoint that contain security classified information.

New features are described below.

Declaration Of Classified Records In SharePoint

Users can now declare documents in SharePoint as classified records. This means that upon declaration, the appropriate security classification as well as other

classification metadata can be entered. For example, the CA Records Manager classification guides can be applied to populate the following metadata:

Reason for declaration

Downgrading instructions

Declassification instructions

Reason for exemptions

Classification Of Working Papers In SharePoint

Working papers are security classified documents stored in SharePoint which have not been declared as records. Users tag documents as working papers and by

using CA Records Manager classification levels to assign security to these documents, other users are prevented from accessing classified working papers in

SharePoint at levels higher than their clearance level. This ensures that classified information is protected even before it is declared as a record.






Figure 10 – CA Records Manager SharePoint 2007 integration – Classified Working Papers

Lifecycle Management for Working Papers in SharePoint

To ensure that classified working papers are declared as records, managed, and

protected appropriately, CA Records Manager allows you to manage their lifecycle in SharePoint by providing the capability to configure expiration and grace periods for when working papers must be declared as records. When this feature is in

effect, SharePoint users are notified by email upon the expiration date to declare working papers and if no action is taken within the grace period, working papers in

SharePoint are automatically deleted. The email notifications can be scheduled to be sent to users as frequently as desired up until the expiration date.






Figure 11 – CA Records Manager SharePoint 2007 integration – Working Papers Lifecycle

Figure 12 – CA Records Manager SharePoint 2007 integration – Email Notification to Declare Working Papers






NEW SERVER ADMINISTRATION UTILITY

The new CA Records Manager Server Administration Utility, carmserveradmin.exe,

replaces the previous server administration utilities, and provides a single administrative console with enhanced capabilities for configuring CA Records Manager components on the application server. This provides the administrator a

single console to work from, consolidating various tools sets. This interface incorporates administrative functions that let you enroll, configure, and manage CA

Records Manager servers and services such as COM+ services, database registration, repository management, integrations, and auto declaration rules.

Features of this utility include configuration functionality for the following components:

CA RM COM Applications

Registered CA RM Databases

CA RM Repositories

Scheduled Jobs

CA RM Services

Websites

System Analysis

You can install, reinstall, or uninstall all CA RM COM applications at one time. And there is now a default option for registered CA RM databases, just like the default

database option available in the Web Administrator component. This new functionality makes system administration a lot easier.

The Indexer service for enrolling databases for the web interface is also available from the Server Administration Utility. This is the same service that is available in

the Web Administrator component. You can now define schedules and choose the type of database job to run based on those schedules.






Figure 13 – CA Records Manager Server Administration Console

NEW CLIENT CONFIGURATION UTILITY

The new CA Records Manager Client Configuration Utility provides a convenient

interface for configuring connectivity between the local workstation and the CA Records Manager application server. This utility replaces previous client

configuration methods and is used to specify the CA Records Manager COM server and the database connection type. This utility makes it easier for IT and the administrator responsible for the components of the software to troubleshoot and

monitor the system.






Figure 14 – CA Records Manager Client Configuration Interface

The functionality of this utility includes the following:

Test Connection Verifies the connection to the application server

DCOM Security Specifies settings for Windows authentication, workgroup security, and explicit login

Logging Settings Specifies logging settings

Application Service Configuration Specifies settings for communicating with the CA Records Manager application server

DRM Configuration Specifies settings for connecting to the Discovery and Retention Manager

server and client

Versions

Displays version information about the CA Records Manager components

installed on the workstation






LOCAL TIME ZONE SUPPORT EXTENDED

In CA Records Manager r12.5.1, we introduced local time zone support in the Web

interface. In this release, we extended this feature to the Desktop interface. This feature is important to global organizations with geographically distributed offices. Previously, users viewing date and time information of a record in the CA Records

Manager Desktop interface would see the date and time of the database server which may be in a different time zone from some users. For example, if a global

organization has users in San Francisco (GMT-8), New York (GMT-5), London (GMT) and Milan (GMT+1) and the database server is in London, date and time

information for all records would be displayed in London regional time (GMT) and format for all users. With localization, the date and time information of the record is converted to the Desktop user’s local time zone and date format. For example, a

user in London files a record on March 17, 2009 at 14:00 local time. Viewing details of this record at the different locations will produce the following results:

3/17/2009 6:00 AM in San Francisco

3/17/2009 9:00 AM in New York City

17/3/2009 14:00 in London

17/3/2009 15:00 in Milan

RECORD AUTHENTICITY

CA Records Manager now provides an enhanced method of authenticating electronic

records in its repositories. In the current e-discovery environment, record authenticity helps organizations with defensibility and the assurance that a record is indeed authentic as declared. A record is considered authentic when it can be

proven that it is what it purports to be and is free from manipulation. Without a tool to help prove that what you say is an authentic record is actually an authentic

record, discovery efforts to determine a record’s authenticity as fact-based evidence can be very costly and time consuming.

Record authenticity in CA Records Manager is now additionally achieved by the

application of hash algorithms. In the past, authenticity was ensured purely through a combination of features such as record id, repository integrity checking,

and audit capabilities. This new electronic fingerprint provides a unique identifier to a particular record. When an electronic record is filed, the hash is calculated and stored in the database. During any access of the record, such as a view, download

or export, the hash of the current document is compared to the original value of the hash in the database. This functionality is transparent to the end user except when

a record’s authenticity is called into question. If the comparison determines that the record is not authentic, the record is blocked and the user is notified that there






is a discrepancy. Notification processes can be set up to alert the system

administrator of the discrepancy after which proper action can be implemented.

Record authenticity is an optional feature and can be configured differently for each repository. Configuration options include:

No hash – does not check or calculate hash

Calculate Only – Calculate hash for documents that do not have hash

Calculate and Check - Calculate hash for documents that do not have hash and compare hash for documents that have hash

Figure 15 – CA Records Manager - Authenticity Configuration Interface






FOLDER DEFAULT STATUS

Administrators can now define a default status for when users need to create a new

folder during the declaration of electronic records. In previous releases, only the status of “Virtual” could be assigned to folders created when declaring electronic records. This has been expanded to include the status of “Waiting”. This feature

is useful if your business process requires that the creation of new folders be reviewed for quality purposes.

Figure 16 – CA Records Manager COM Setup Interface – Setting Default Folder Status

The default status defined by the administrator is reflected in the title of the form

used to enter the profile information for the new folder. If the profile form is configured to include the folder status, it is grayed out and cannot be modified by

the user.






Figure 17 –New Folder Profile Form with Default Status of “Waiting”

Figure 18 –New Folder Profile Form with Default Status of “Virtual”






DISCOVER AND RETENTION MANAGER ENHANCEMENTS

Greater Efficiencies - Performance and Scalability

In this release of the Information Governance common component, Discovery and

Retention Manager, our focus has been on creating greater efficiencies in the most critical intersection points of the discovery process – search and production. In

addition to speed, Discovery and Retention Manager users will see added value in the ability to run concurrent search and production jobs leading to improved efficiencies and time saving during these critical points of the discovery process.

Along these same lines, improved production or export capabilities in this release reinforce this theme as well and enable faster response time overall for discovery

requests end to end.

Search Enhancements

Discovery and Retention Manager offers a richer search experience in this release by both expanding how search results are handled and greater flexibility in date

searches executed. Discovery and Retention Manager users have the ability to merge multiple search results together under a new or existing matter. This is particularly important as discoveries evolve and more is known about a case. From

a search perspective, Discovery and Retention Manager now supports relative dates (i.e. @today-2) when searching. Since dates typically begin as ranges or

guesstimates this provides greater variability in date searches for end users.

Legal Hold Enhancements

As the discovery matters evolve and the discovery environment expands, tracking holds associated with content can be challenging. In response, this release of

Discovery and Retention Manager provides an overview within the legal hold feature set that allows end users to view all items associated with hold in single view.

Security Enhancements

Discovery and Retention Manager provides more stringent security controls.

When a Discovery and Retention Manager user includes CA Records Manager in a discovery search, the search results are filtered based on the permissions of the user in CA Records Manager. This ensures that only appropriate users have access

to secured records.

Re-Declare Content As Record

There are scenarios in which a content item already declared in CA Records Manager must be “re-declared”. Re-declaration is the process of creating a new

record that is a copy of the original record. For example, when a document is






redacted in response to a request for information (e.g., FOIA request), the redacted

copy must be declared as a record and linked to the original record.

Figure 19 –Discovery and Retention Manager – Re-Declare as Record

CA RECORDS MANAGER INTEGRATIONS

As core components of the Information Governance Solution, this release delivers key functionality that enhances our integrations:

SharePoint Integration Enhancements

We are excited to announce new functionality in our SharePoint 2007 integration.

And of course our SharePoint 2007 integration is U.S. DoD 5015.2-STD version 3 certified with r12.6 of CA Records Manager.

Declare Items Other Than SharePoint Documents

Because records are not always in the form of a document, we have expanded the CA Records Manager integration with SharePoint 2007 to include SharePoint tasks






and announcements as items that can be declared as records and managed by CA

Records Manager. This provides consistency in applying retention policies to all content types.

Figure 20 –CA Records Manager SharePoint Integration – Declaring Announcement

Customize SharePoint Parameters for Document ID and Record Indicator

You can now customize the columns that indicate that a SharePoint item is a CA Records Manager record to reflect your organization’s terminology. These

customized names will appear in the list of customizable columns in the CA Records Manager section of the SharePoint Site Column Gallery.






Figure 21 –CA Records Manager COM Setup – Customizing Record Columns in SharePoint Integration

Figure 22 - CA Records Manager SharePoint Integration – Record Columns

Default Record Locations for Record Declaration






We have added more flexibility and transparency to the record declaration

functionality in SharePoint 2007. Configuration options now include being able to assign default record declaration locations (Category or Matter and Folder) to document libraries and folders in SharePoint. When you declare a record, the

record declaration form is automatically populated with the default location and the record will be saved to the default location. This takes the burden off the end user

of having to determine a filing location.

Figure 23 –CA Records Manager SharePoint Integration – Setting Default Record Declaration

Location for Document Library

Automatic Enrollment of New SharePoint Sites

SharePoint has taken off like wildfire in the enterprise, and IT is often overwhelmed

with the volume of sites being created by departments in the organization. Rather than having to keep up with every new SharePoint site that pops in your organization, administrators now have the option to have the CA Records Manager

integration automatically enrolled when a new site is deployed. Timer jobs scan specified Site Collection, discover new sites and document libraries and

automatically activate CA Records Management features and add CA Records Management fields to document libraries. This not only makes the administrator’s life easier, it also helps to ensure that you are managing and applying retention

policies consistently across your organization.






Moving Records Within SharePoint

Many of the qualities that make SharePoint so accessible to enterprises can also cause trouble for the IT groups charged with governing the environment. Because

users can control so many elements of SharePoint from provisioning new sites to new document libraries to security, IT shops are often overwhelmed with site-

creation volume, storage consumption, and managing the growth. Not to mention that it is all too common to let SharePoint sites live on forever, even after the need for the site has ended. To help administrators manage scalability, decommission

sites and comply with regulations that mandate the long-term storage of certain records, we have introduced the capability to move SharePoint content from one

SharePoint 2007 site or site collection to another. Configuration options include:

Move SharePoint documents declared as records.

Move all SharePoint documents.

Move SharePoint documents that satisfy a rule condition.

More Options for Auto-Declaration Rules

In keeping with our theme of minimizing the SharePoint user’s burden in the

records management process, we have introduced some new capabilities for creating auto-declaration rules. The following enhancements have been made to

the auto-declaration rules engine service for creating rules that integrate with SharePoint:

Use SharePoint site and library attributes in rules to trigger record

declaration or to move records.

Define the order in which sets of rules are executed.

Use SharePoint attributes for auto-classification.

Define rules to declare records upon the decommissioning of a SharePoint site.

Automatic categorization of records using enhanced mapping of CA Records Manager record attributes to SharePoint list item attributes.

UPGRADE PATH

Legacy versions of CA Records Manager may upgrade to r12.6.






SUPPORTED PLATFORMS

CA Records Manager now supports the following operating systems and platforms

Database Servers

SQL Server 2008

Oracle 11g

Application Servers

Windows Server 2003 R2

Windows Server 2008

64-bit support

Windows Server 2003 R2 Enterprise x64 Edition

Windows Server 2008

Windows Vista x64

Microsoft Exchange Server 2007

Product Release Bulletin - CA Technologies · previous client application from the PowerBuilder...

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