You can integrate your records management system into Security Center using the Records Management Systems Connector plugin by following a sequence of steps.
The following table lists the tasks required for the integration with Security Center,
and how to verify that the integration was successful.
| Step | Task | Where to find more information |
|---|---|---|
| Understand prerequisites and key issues before deploying | ||
| 1 | Learn what you can do using the plugin. | |
| 2 | Before installing the plugin, read the release notes to learn about the new features, the known issues, and the limitations. | |
| 3 | Learn about the different components and how they connect. | |
| 4 | Ensure that the server where the plugin will be installed meets the recommended system requirements and is running a compatible version of Security Center. | |
| Prepare Security Center | ||
| 6 | Verify that the Security Center license has a valid certificate for the plugin. Go to the Config Tool homepage, click , and confirm that Records Management Systems Connector is in the list. |
|
| Deploy the plugin | ||
| 7 | On a Security Center server, download the plugin and install it. | |
| 8 |
Grant users the privileges that they need to use the plugin.
|
|
| 9 | In Config Tool, create the Records Management Systems Connector plugin role. | |
| 10 | Change the plugin configuration to suit your particular needs. These configurations include configuring your RMS search parameters and preferences. | |