Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 About This Product
• 1.3 What's New
  • 1.3.1 Conceptual Changes in this Product
  • 1.3.2 Documentation Changes in this Product
• 1.4 Using Help
  • 1.4.1 Tooltips
  • 1.4.2 Quick Help

2 Introduction to Records and Retention Management

• 2.1 Management of Retained Items
  • 2.1.1 Needs for Retention
    • 2.1.1.1 Regulatory Needs
    • 2.1.1.2 Litigation Needs
    • 2.1.1.3 Business Needs
  • 2.1.2 What Do I Retain?
    • 2.1.2.1 Content Retention Qualities
    • 2.1.2.2 Importance of Content
    • 2.1.2.3 Retention
    • 2.1.2.4 Disposal
  • 2.1.3 Lifecycle for Retained Content
  • 2.1.4 Types of Retained Content
    • 2.1.4.1 Internal and External Retained Content
    • 2.1.4.2 Classified, Unclassified, Declassified Content
    • 2.1.4.3 Non-Permanent, Transfer or Accession, and Reviewed Content
• 2.2 Basic Retention Management Concepts
• 2.3 Physical Content Management
• 2.4 Interaction with Oracle UCM
• 2.5 Basic Retention Processes

3 Setting Up the Software

• 3.1 Fusion Middleware Security Considerations
  • 3.1.1 Oracle UCM Security Considerations
  • 3.1.2 Oracle URM-WNA Redeployment
  • 3.1.3 Configuration for External LDAP Authentication Provider
  • 3.1.4 Configuration for SSL
  • 3.1.5 Configuration for Single Sign-On Use
  • 3.1.6 Configuring for Web Services Use
• 3.2 Software Configuration
• 3.3 Retention Setup Checklist
• 3.4 Retention Management Options
• 3.5 Security Overview
  • 3.5.1 Security Settings
  • 3.5.2 Classification Security Settings
    • 3.5.2.1 Supplemental Markings
    • 3.5.2.2 Security Classifications
    • 3.5.2.3 Classification Guides
  • 3.5.3 Security Roles and Definitions
  • 3.5.4 Rights for Roles
• 3.6 System-Wide Configuration
• 3.7 Setting Up Physical Content Management
• 3.8 Setting Up a Retention Schedule
  • 3.8.1 Managing a Retention Schedule
    • 3.8.1.1 Creating a Series
    • 3.8.1.2 Creating a Retention Category
    • 3.8.1.3 Creating a Record Folder
• 3.9 Configuring Content Triggers, Dispositions, and Freezes
  • 3.9.1 Triggers
  • 3.9.2 Dispositions
    • 3.9.2.1 Disposition Types
    • 3.9.2.2 Triggering Events
    • 3.9.2.3 Retention Periods
    • 3.9.2.4 Disposition Actions
    • 3.9.2.5 Disposition Rules
  • 3.9.3 Freezes

4 Interface Overview

• 4.1 Interface Overview
  • 4.1.1 Configuring the System
  • 4.1.2 Configuring Reports
  • 4.1.3 Configuring PCM
• 4.2 Individual Page and Action Menus
• 4.3 Menus

5 Setting Up Security

• 5.1 Retention Management in an Organization
• 5.2 Roles
• 5.3 Tasks and Default Rights for Roles
  • 5.3.1 Trigger Tasks and Defaults for Predefined RM Roles
  • 5.3.2 Time Period Tasks and Defaults for Predefined Roles
  • 5.3.3 Supplemental Markings Tasks and Defaults for Predefined Roles
  • 5.3.4 Security Classifications Tasks and Defaults for Predefined Roles
  • 5.3.5 Classification Guides Tasks and Defaults for Predefined Roles
  • 5.3.6 Custom Security Tasks and Defaults for Predefined Roles
  • 5.3.7 Custom Category or Folder Metadata Tasks and Defaults for Predefined Roles
  • 5.3.8 Freezes Tasks and Defaults for Predefined Roles
  • 5.3.9 Series Tasks and Defaults for Predefined Roles
  • 5.3.10 Retention Category Tasks and Defaults for Predefined Roles
  • 5.3.11 Folder Tasks and Defaults for Predefined Roles
  • 5.3.12 Archive Tasks and Defaults for Predefined Roles
  • 5.3.13 Screening Tasks and Defaults for Predefined Roles
  • 5.3.14 Audit Trail Tasks and Defaults for Predefined Roles
  • 5.3.15 Disposition Tasks and Defaults for Predefined Roles
  • 5.3.16 Link Tasks and Defaults for Predefined Roles
  • 5.3.17 Default Report Tasks and Defaults for Predefined Roles
  • 5.3.18 Content Management Tasks and Defaults for Predefined Roles
  • 5.3.19 Customization Tasks
  • 5.3.20 Other Common Tasks
• 5.4 Common Physical Content Management Tasks and Roles
  • 5.4.1 Storage Space Tasks and Defaults for Predefined Roles
  • 5.4.2 Reservation Tasks and Defaults for Predefined Roles
  • 5.4.3 Physical Item Tasks and Defaults for Predefined Roles
  • 5.4.4 Location, Object, and Media Types Tasks and Defaults for Predefined Roles
  • 5.4.5 Chargeback Tasks and Defaults for Predefined Roles
  • 5.4.6 Barcode and Label Tasks and Defaults for Predefined Roles
  • 5.4.7 Additional PCM Administrative Tasks and Defaults for Predefined Roles
• 5.5 External Source Management Tasks and Roles
  • 5.5.1 External Source Tasks and Defaults for Predefined Roles
• 5.6 Security Groups
• 5.7 Aliases
• 5.8 Access Control Lists (ACLs)
  • 5.8.1 Setting ACLs During Software Use
• 5.9 Security Matrix
• 5.10 Setting Security Preferences
• 5.11 Assigning Rights to User Roles
  • 5.11.1 Setting Rights for Roles
• 5.12 Default Rights for Roles
  • 5.12.1 The Series Tab
  • 5.12.2 The Category Tab
  • 5.12.3 Folder Tab
  • 5.12.4 Record Tab
  • 5.12.5 Admin Tab
  • 5.12.6 CBC Tab
  • 5.12.7 PCM Tab
  • 5.12.8 ECM Tab
• 5.13 Specifying PCM Barcode Values for Users

6 Additional Security Settings

• 6.1 Supplemental Markings
  • 6.1.1 Supplemental Markings Details
  • 6.1.2 Managing Supplemental Markings
    • 6.1.2.1 Enabling or Disabling Supplemental Markings
    • 6.1.2.2 Creating or Editing a Supplemental Marking
    • 6.1.2.3 Viewing Supplemental Marking Information and References
    • 6.1.2.4 Deleting a Supplemental Marking
    • 6.1.2.5 Assign or Remove User Supplemental Markings
    • 6.1.2.6 Using Restricted and Formerly Restricted Supplemental Markings
• 6.2 Security Classifications
  • 6.2.1 About Records Classification
    • 6.2.1.1 Classification Levels
    • 6.2.1.2 Classified Records Security Hierarchy
  • 6.2.2 Managing Classified Security
    • 6.2.2.1 Enabling or Disabling Classified Security
    • 6.2.2.2 Creating or Editing a Custom Security Classification
    • 6.2.2.3 Setting the Order of Security Classifications
    • 6.2.2.4 Deleting a Security Classification
    • 6.2.2.5 Setting the Declassification Time Frame
    • 6.2.2.6 Viewing Security Classification References
    • 6.2.2.7 Assigning a Classification to a User
    • 6.2.2.8 Changing a User's Classification
    • 6.2.2.9 Removing a User's Classification
• 6.3 Custom Security
  • 6.3.1 About Custom Security
  • 6.3.2 Managing Custom Security
    • 6.3.2.1 Enabling or Disabling Custom Security Usage
    • 6.3.2.2 Creating or Editing a Simple Custom Security Field
    • 6.3.2.3 Adding or Editing Advanced Security
    • 6.3.2.4 Viewing Simple Custom Security Field Information
    • 6.3.2.5 Deleting a Simple Custom Security Field (Simple)
  • 6.3.3 Simple Custom Security Field Example
    • 6.3.3.1 Create the Custom Security Field in Configuration Manager
    • 6.3.3.2 Create the Custom Security Field in User Admin
    • 6.3.3.3 Create the Custom Security Field
    • 6.3.3.4 Verify the Custom Security Field
• 6.4 Classification Guides
  • 6.4.1 About Classification Guides
  • 6.4.2 Managing Classification Guides
    • 6.4.2.1 Creating or Editing a Classification Guide
    • 6.4.2.2 Deleting a Classification Guide
    • 6.4.2.3 Viewing Classification Guide Information
    • 6.4.2.4 Creating or Editing a Classification Topic
    • 6.4.2.5 Editing Classification Topic Settings
    • 6.4.2.6 Deleting a Classification Topic
    • 6.4.2.7 Viewing Classification Topic Information

7 Configuration Options

• 7.1 Retention Options
  • 7.1.1 Setting the Fiscal Calendar
  • 7.1.2 Setting Performance Monitoring
• 7.2 PCM Options
• 7.3 Setting Up Workflows
  • 7.3.1 Workflow Prerequisites and Process
  • 7.3.2 Creating Oracle URM Workflows
    • 7.3.2.1 Category Dispositions Workflow
    • 7.3.2.2 Reservation Processing Workflow
    • 7.3.2.3 Offsite Storage Workflow
• 7.4 Configuration with Desktop Integration Suite
• 7.5 Configuration Variables
  • 7.5.1 UieHideSearchCheckboxes
  • 7.5.2 RmaNotifyDispReviewerAndCatAuthor
  • 7.5.3 RmaNotifyReviewerAndAlternateReviewer
  • 7.5.4 RecordsManagementNumberOverwriteOnDelete
  • 7.5.5 RMAHideExternalFieldsFromSearchInfo
  • 7.5.6 RMAHideExternalFieldsFromCheckInUpdate
  • 7.5.7 AllowRetentionPeriodWithoutCutoff
  • 7.5.8 RmaAddDocWhereClauseForScreening
  • 7.5.9 RecordsManagementDenyAuthorFreePassOn RMSecurity
  • 7.5.10 HideVitalReview
  • 7.5.11 RmaEnableWebdavPropPatchOnExport
  • 7.5.12 SimpleProfilesEnabled
  • 7.5.13 RmaEnableFixedClone
  • 7.5.14 RmaFixedClonesTitleSuffix
  • 7.5.15 ShowContentForStorageBrowse
  • 7.5.16 RmaFilePlanVolumePrefix and RmaFilePlanVolumeSuffix
  • 7.5.17 RmaEnableFilePlan
  • 7.5.18 RmaEnablePostFilterOnScreening
  • 7.5.19 dodSkipCatFolderRequirement
  • 7.5.20 RmaAllowKeepOrDestroyMetadataOption

8 Configuring Physical Content Management

• 8.1 About Physical Content Management
• 8.2 Configuring Chargeback Processing
• 8.3 Configuring Location Types
  • 8.3.1 Predefined Location Types
  • 8.3.2 Location Type Icons
    • 8.3.2.1 Adding Customized Icons
  • 8.3.3 Creating or Editing a Location Type
  • 8.3.4 Viewing Location Type Information
  • 8.3.5 Deleting a Location Type
  • 8.3.6 Reordering Location Types
  • 8.3.7 Example: Creating a Location Type
• 8.4 Configuring Object Types
  • 8.4.1 Predefined Object Types
  • 8.4.2 Creating or Editing an Object Type
  • 8.4.3 Viewing Object Type Information
  • 8.4.4 Deleting an Object Type
  • 8.4.5 Editing Object Type Relationships
• 8.5 Configuring Media Types
  • 8.5.1 Predefined Media Types
  • 8.5.2 Creating or Editing a Media Type
  • 8.5.3 Viewing Media Type Information
  • 8.5.4 Deleting a Media Type
• 8.6 Configuring Default Metadata Values: Offsite and Reservations
  • 8.6.1 Setting Default Metadata Values for Reservation Items and Offsite Storage

9 Setting Up PCM Storage Space

• 9.1 Storage Space Considerations
• 9.2 Browsing the PCM Storage Space
  • 9.2.1 Storage Space Hierarchy
  • 9.2.2 Storage Location Properties
    • 9.2.2.1 Location Type
    • 9.2.2.2 Object Type
    • 9.2.2.3 Media Type
    • 9.2.2.4 Storage Status
• 9.3 Managing Storage Spaces
  • 9.3.1 Creating a Storage Location
  • 9.3.2 Batch Creating Storage Locations
  • 9.3.3 Editing a Storage Location
  • 9.3.4 Viewing Information about a Storage Location
  • 9.3.5 Deleting a Storage Location
  • 9.3.6 Blocking a Storage Location
  • 9.3.7 Reserving or Canceling a Reservation for a Storage Location
  • 9.3.8 Viewing All Items in a Storage Location
  • 9.3.9 Printing Labels for Storage Locations
• 9.4 Example: Creating a Single Storage Location
• 9.5 Example: Creating a Batch of Storage Locations

10 Setting Up a Retention Schedule

• 10.1 About Retention Schedules
  • 10.1.1 Retention Schedules and File Plans
  • 10.1.2 Planning a Retention Schedule
    • 10.1.2.1 Retention Schedule Hierarchy
    • 10.1.2.2 Attribute Inheritance
    • 10.1.2.3 Review Status Attributes
    • 10.1.2.4 Permanent Status Attributes
    • 10.1.2.5 Disposition Instructions
    • 10.1.2.6 Frozen Folder and Content Status
  • 10.1.3 Creating and Navigating Object Levels
    • 10.1.3.1 Retention Schedule Menus
• 10.2 Using a Series
  • 10.2.1 Managing a Series
    • 10.2.1.1 Creating or Editing a Series
    • 10.2.1.2 Viewing Series Information
    • 10.2.1.3 Hiding and Unhiding a Series
    • 10.2.1.4 Moving a Series
    • 10.2.1.5 Deleting a Series
• 10.3 Retention Categories
  • 10.3.1 Managing Retention Categories
    • 10.3.1.1 Creating or Editing a Retention Category
    • 10.3.1.2 Viewing Retention Category Information
    • 10.3.1.3 Viewing Category Metadata History
    • 10.3.1.4 Copying a Retention Category
    • 10.3.1.5 Moving a Retention Category
    • 10.3.1.6 Deleting a Retention Category
  • 10.3.2 Retention Category Example
• 10.4 Record Folders
  • 10.4.1 About Record Folders
  • 10.4.2 Managing Record Folders
    • 10.4.2.1 Creating a Record Folder
    • 10.4.2.2 Creating a Volume Folder
    • 10.4.2.3 Editing a Record Folder
    • 10.4.2.4 Changing the Disposition Applied to a Folder
    • 10.4.2.5 Moving a Record Folder
    • 10.4.2.6 Deleting a Record Folder
  • 10.4.3 Folder Examples
    • 10.4.3.1 Creating a Record Folder That is Subject to Review
    • 10.4.3.2 Creating Record Folders Subject to Recurring Audit Triggers

11 Setting up Triggers

• 11.1 Trigger Overview
  • 11.1.1 System-Derived Triggering
    • 11.1.1.1 Retention Period Cutoff
    • 11.1.1.2 Preceding (Disposition) Action
    • 11.1.1.3 Content or Folder States
  • 11.1.2 Custom Triggers
  • 11.1.3 Global Triggers
  • 11.1.4 Custom Direct Triggers
  • 11.1.5 Indirect Triggers
• 11.2 Managing Triggers
  • 11.2.1 Creating or Editing a Trigger
  • 11.2.2 Viewing Trigger Information
  • 11.2.3 Viewing Trigger References
  • 11.2.4 Deleting a Trigger
  • 11.2.5 Setting Up Indirect Triggers
  • 11.2.6 Deleting an Indirect Trigger Date Entry
  • 11.2.7 Disabling an Indirect Trigger Period
• 11.3 Trigger Examples
  • 11.3.1 Global Triggers
    • 11.3.1.1 Delayed Global Trigger
    • 11.3.1.2 Dormant Global Trigger
    • 11.3.1.3 Activating a Dormant Global Trigger
  • 11.3.2 Custom Direct Trigger
    • 11.3.2.1 Creating the Record Field
    • 11.3.2.2 Creating the Custom Direct Trigger
    • 11.3.2.3 Setting Up the Disposition Instructions
    • 11.3.2.4 Verifying the Custom Direct Trigger

12 Configuring Time Periods

• 12.1 Using Time Periods
• 12.2 Managing Time Periods
  • 12.2.1 Creating or Editing a Custom Time Period
  • 12.2.2 Viewing Period Information
  • 12.2.3 Viewing Period References
  • 12.2.4 Deleting a Custom Period
  • 12.2.5 Example: Creating a Custom Period

13 Creating Custom Metadata

• 13.1 About Custom Metadata
• 13.2 Managing Custom Metadata
  • 13.2.1 Creating or Editing Custom Metadata Fields
  • 13.2.2 Viewing Custom Metadata Field Information
  • 13.2.3 Deleting a Custom Metadata Field
• 13.3 Example: Creating a Custom Category Metadata Field

14 Defining Disposition Instructions

• 14.1 About Dispositions
• 14.2 Disposition Types
  • 14.2.1 Event Dispositions
  • 14.2.2 Time Dispositions
  • 14.2.3 Time-Event Dispositions
• 14.3 Category Rule Review Using Workflows
• 14.4 Triggering Events
  • 14.4.1 Preceding Actions Triggering Event
  • 14.4.2 Content State Triggering Event
  • 14.4.3 Indirect Triggers
  • 14.4.4 Custom Triggers
• 14.5 Retention Periods
• 14.6 Disposition Actions
  • 14.6.1 Classified Records Actions
  • 14.6.2 Dispose Actions
  • 14.6.3 Other Actions
  • 14.6.4 Transfer/Move Actions
• 14.7 Cutoff Guidelines
  • 14.7.1 Time Retention Periods
  • 14.7.2 Time-Event Retention Periods
• 14.8 Disposition Precedence
• 14.9 Managing Dispositions
  • 14.9.1 Enabling or Disabling User-Friendly Captions
  • 14.9.2 Creating or Editing a Disposition Rule
  • 14.9.3 Copying a Disposition Rule
  • 14.9.4 Viewing Disposition Information
  • 14.9.5 Deleting a Disposition Rule
• 14.10 Disposition Examples
  • 14.10.1 Event Disposition
  • 14.10.2 Simple Time/Event Disposition
  • 14.10.3 Time Disposition
  • 14.10.4 Time-Event Disposition
  • 14.10.5 Disposition Rules for Specific Folders
  • 14.10.6 Multi-Phased Disposition

15 Setting Up Freezes

• 15.1 Freezes
  • 15.1.1 Managing Freezes
    • 15.1.1.1 Creating or Editing a Freeze
    • 15.1.1.2 Viewing Freeze Information
    • 15.1.1.3 Deleting a Freeze
    • 15.1.1.4 Freezing Items, Folios or Folders
    • 15.1.1.5 Unfreezing Frozen Items or Folders
    • 15.1.1.6 Searching for Frozen Content and Folders
    • 15.1.1.7 Re-sending an E-Mail Notification for a Freeze
  • 15.1.2 Example: Creating a Freeze

16 The Oracle UCM Adapter

• 16.1 UCM Adapter Overview
  • 16.1.1 Architecture
  • 16.1.2 Oracle URM and the UCM Adapter
• 16.2 UCM Adapter Configuration
  • 16.2.1 Configuring Sources and Providers
    • 16.2.1.1 Defining a New Outgoing Provider
    • 16.2.1.2 Editing an Outgoing Provider
    • 16.2.1.3 Disabling the Adapter's Outgoing Provider
    • 16.2.1.4 Deleting the Adapter's Outgoing Provider
    • 16.2.1.5 Registering an External Source
    • 16.2.1.6 Unregistering and Removing an External Source
    • 16.2.1.7 Viewing External Source Configuration Settings
    • 16.2.1.8 Viewing Outgoing Provider Configuration Settings
  • 16.2.2 Managing Fields
    • 16.2.2.1 Mapping a Custom Metadata Field
    • 16.2.2.2 Editing a Mapped Metadata Field
• 16.3 Synchronizing Data
  • 16.3.1 Performing As-Needed Synchronization
  • 16.3.2 Scheduling Synchronization
  • 16.3.3 Viewing Synchronization Logs

A User Interface

• A.1 Initial Features Pages
  • A.1.1 Enabled Features Page
  • A.1.2 Setup Checklist Page
• A.2 Configure Retention Settings Page
• A.3 Configure Physical Settings Page
• A.4 Security Interface
  • A.4.1 Assigned Rights Page
  • A.4.2 Access Control Edit Section
  • A.4.3 Edit Rights Page
  • A.4.4 Supplemental Markings Interface
    • A.4.4.1 Configure Supplemental Markings Page
    • A.4.4.2 Create or Edit Supplemental Marking Page
    • A.4.4.3 Supplemental Marking Information Page
  • A.4.5 Classification Interface
    • A.4.5.1 Configure Security Classification Page
    • A.4.5.2 Create or Edit Security Classification Page
    • A.4.5.3 Security Classification Information Page
    • A.4.5.4 Security Classification References Page
  • A.4.6 Custom Security Interface
    • A.4.6.1 Configure Custom Security Page
    • A.4.6.2 Create or Edit Simple Custom Security Field Page
    • A.4.6.3 Custom Security Field Information Page
    • A.4.6.4 Advanced Custom Security Dialog
    • A.4.6.5 Advanced Custom Security Option Page
    • A.4.6.6 Select Security Dialog
  • A.4.7 Classification Guide Interface
    • A.4.7.1 Configure Classification Guide Page
    • A.4.7.2 Create or Edit Classification Guide Page
    • A.4.7.3 Classification Guide Information Page
    • A.4.7.4 Administer Classification Topic Page
    • A.4.7.5 Create or Edit Classification Topic Page
    • A.4.7.6 Configure Topic Settings Page
    • A.4.7.7 Classification Topic Information Page
• A.5 PCM Configuration Interface Screens
  • A.5.1 Object Types, Media Types, and Payment Types
    • A.5.1.1 Configure Object Types Page
    • A.5.1.2 Create or Edit Object Type Page
    • A.5.1.3 Edit Object Type Relationships Page
    • A.5.1.4 Object Type Information Page
    • A.5.1.5 Configure Media Types Page
    • A.5.1.6 Create or Edit Media Type Page
    • A.5.1.7 Select Media Type Dialog
    • A.5.1.8 Media Type Information Page
  • A.5.2 Storage Location and Barcode Configuration Pages
    • A.5.2.1 Configure Location Types Page
    • A.5.2.2 Create or Edit Location Type Page
    • A.5.2.3 Location Type Information Page
    • A.5.2.4 Default Metadata for Checked-in Reservation or Offsite Entries Page
    • A.5.2.5 Create or Edit Storage Page
    • A.5.2.6 Configuring Custom Barcode Page
    • A.5.2.7 Create Custom Barcode Dialog
    • A.5.2.8 Create Batch Storage Import File Page
    • A.5.2.9 Select Storage Location Dialog
    • A.5.2.10 Browse Storage Page
    • A.5.2.11 Storage Information Page
    • A.5.2.12 Physical Items in Storage Page
• A.6 Retention Schedule Interface Screens
  • A.6.1 Exploring Retention Schedule Page
  • A.6.2 Series Interface Pages
    • A.6.2.1 Create or Edit Series Page
    • A.6.2.2 Series Information Page
    • A.6.2.3 Select Retention Series, Record Folder or Category Dialog
  • A.6.3 Category Interface Screens
    • A.6.3.1 Create or Edit Retention Category Page
    • A.6.3.2 Retention Category Information Page
    • A.6.3.3 Metadata History Page
  • A.6.4 Record Folders Interface Screens
    • A.6.4.1 Create or Edit Record Folder Page
    • A.6.4.2 Record Folder Information Page
• A.7 Triggers Interface
  • A.7.1 Configure Triggers Page
  • A.7.2 Create or Edit Trigger Type Page
  • A.7.3 Trigger Information Page
  • A.7.4 Indirect Trigger Date Entries Page
  • A.7.5 Create or Edit Indirect Trigger Date Entries Page
• A.8 Time Period Interface
  • A.8.1 Configure Periods Page
  • A.8.2 Create or Edit Period Page
  • A.8.3 Period Information Page
  • A.8.4 Period Reference Page
• A.9 Custom Metadata Interface
  • A.9.1 Metadata List Page
  • A.9.2 Fields for Metadata Page
  • A.9.3 Create or Edit Standard Metadata Field Page
  • A.9.4 Create or Edit Auxiliary Metadata Set Page
  • A.9.5 Metadata Information Page
• A.10 Disposition and Freeze Interface
  • A.10.1 Disposition Interface
    • A.10.1.1 Configure Dispositions Page
    • A.10.1.2 Create or Edit Disposition Action Page
    • A.10.1.3 Disposition Action Info Page
    • A.10.1.4 Disposition Actions Configuration Page
  • A.10.2 Freeze Interface
    • A.10.2.1 Freeze Configuration Page
    • A.10.2.2 Create or Edit Freeze Page
    • A.10.2.3 Freeze Information Page
    • A.10.2.4 Frozen Item Page
• A.11 Disposition Interface Screens
  • A.11.1 Disposition Instructions Page
  • A.11.2 Disposition Rule Page
  • A.11.3 Disposition Information Page
• A.12 Adapter Interface
  • A.12.1 Register Source Page
  • A.12.2 Add or Edit New Provider Page
  • A.12.3 Provider List Page
  • A.12.4 Provider Information Page
  • A.12.5 Source Configuration Information Page
  • A.12.6 Map Custom Fields Page
  • A.12.7 Map/Edit Custom Field Dialog
  • A.12.8 Configure Scheduled Events Page
  • A.12.9 Synchronization Log Page
• A.13 Report Interface
  • A.13.1 Configure Reports Settings Page
  • A.13.2 Configure Report Element Page
  • A.13.3 Report Checkin Page
  • A.13.4 Report Templates Page
  • A.13.5 Configure Report Sources Page
  • A.13.6 XML Data Dialog

B Summary of Security Rights and Roles

• B.1 Rights and Roles for Oracle URM
  • B.1.1 Triggers
  • B.1.2 Periods
  • B.1.3 Supplemental Markings
  • B.1.4 Security Classifications
  • B.1.5 Custom Security Fields
  • B.1.6 Custom Category or Folder Metadata Fields
  • B.1.7 Classification Guides
  • B.1.8 Freezes
  • B.1.9 Series
  • B.1.10 Categories
  • B.1.11 Folders
  • B.1.12 Content
  • B.1.13 Disposition Rules
  • B.1.14 Archiving
  • B.1.15 Screening
  • B.1.16 Audit Trails
  • B.1.17 Links
  • B.1.18 Reports
  • B.1.19 Customization
  • B.1.20 General Configuration
• B.2 Physical Content Management Rights and Roles
  • B.2.1 Physical Item Management
  • B.2.2 Storage Space
  • B.2.3 Location, Media, and Object Types
  • B.2.4 Reservations
  • B.2.5 Chargebacks
  • B.2.6 Barcodes
  • B.2.7 General Configuration

C Customizing Your System

• C.1 Custom Disposition Actions
  • C.1.1 Managing Custom Dispositions
    • C.1.1.1 Creating or Editing a Custom Disposition Action
    • C.1.1.2 Viewing Custom Disposition Action Information
    • C.1.1.3 Deleting a Custom Disposition Action
  • C.1.2 Disabling Custom Disposition Actions
  • C.1.3 Creating a Custom Disposition Action Example
  • C.1.4 Creating Disposition Rules for Physical Content
• C.2 Using Custom Barcodes
  • C.2.1 Adding a Custom Barcode Range
  • C.2.2 Processing Non-Standard Barcode Data
    • C.2.2.1 Header and Footer Information
    • C.2.2.2 Data Information
• C.3 Adding a Mobile Bar Code Reader
• C.4 Creating Custom Reports
  • C.4.1 Creating Custom Templates
  • C.4.2 Creating or Editing New Report Sources
  • C.4.3 Downloading a BI XML Data File

Glossary

Index