Oracle Universal Records Management 11g: Administration (D68994)

Introduction and Overview

• Overview of Oracle Enterprise Content Management Suite
• About ECM architecture
• Discussing URM Installation options
• Discussing URM vs. UCM with Records Management
• About life cycle for records
• Describing typical Retention process
• What is External Physical Content?
• About Dashboard

Browsing the Retention Schedule

• What is a Retention Schedule?
• About Retention schedule hierarchy
• Discussing methods for browsing retention schedules
• Accessing the retention schedule: Using the browse content tray
• Viewing information
• Viewing disposition information for a category
• Viewing life cycle information

Checking in Content for Retention

• About options for Contributing Content
• Discussing the importance of Metadata
• Checking In using the Standard Check-In Form
• Checking In from within a Retention Schedule
• What Is Desktop Integration Suite?
• Checking In email messages from Microsoft Outlook
• About My Favorites

Searching for Content

• About methods for searching
• Accessing the expanded search page
• Describing Full-Text searches
• Describing Metadata searches
• Understanding the search results page
• Freezing items
• Saving search queries

Working with Physical Content

• About Physical Content Management
• Describing methods for accessing physical content
• About Storage space
• Viewing Storage location information and items
• Creating a Physical and Electronic content record
• Searching for physical content
• Working with content baskets
• Working with reservations

Related Content: Linking Records

• About methods for creating links
• About predefined relationship types
• About relationship classes
• Linking to an existing Item
• Linking to a new Item

Using Simple Profiles

• About metadata complexity
• What are profiles?
• Discussing simple profiles versus configuration manager profiles
• What can I control with a profile?
• About Trigger fields and Trigger values
• Discussing types of profiles
• About profile comparison
• Creating a simple system profile

System Setup and URM Administration

• Describing configuration options
• About the setup checklist
• Accessing the settings page
• Accessing administrative applets

Implementing a Universal Records Management Security Model

• About security overview
• About URM security layers
• Implementing security
• About Security Groups, Roles, and Rights
• Creating a Role
• Working with Users and Aliases
• Creating WLS Users and Groups

Implementing a URM Security Model: Additional Security Settings

• Extending Oracle URM Security
• About additional security components
• What are Access Control Lists?
• Enabling ACLs
• Adding users to a retention schedule object ACL list
• What are Supplemental Markings?
• What are Custom Security Fields?
• Discussing additional security measures

The Oracle UCM Adapter

• Discussing Oracle URM and Adapters
• What are Adapters?
• Describing URM searching methods
• About Oracle UCM Adapter
• About UCM Adapter installation components
• About UCM Adapter retention options
• About UCM Adapter configuration
• Discussing data synchronization

Non-UCM Adapters: The File System Adapter

• Connecting to content repositories
• Searching external repositories
• Discussing File System Adapter and its behavior
• Installing and Configuring the file system adapter
• Starting the file system Adapter
• Previewing the search results
• Accessing file system content

Implementing a Retention Schedule

• About Retention Schedules
• Planning a retention schedule: hierarchy
• Discussing attributes of retention schedule objects
• Inheriting Attributes
• Creating and Managing Retention Schedule objects

Defining Disposition Instructions

• What are Dispositions?
• Disposition Instructions: architecture
• What are Triggers?
• Discussing retention period
• About types of Disposition Triggers
• Creating a disposition instruction

Working with Triggers and Freezes

• Describing types of Triggers
• About System-Derived, Custom, and Global triggers
• Creating Global, Custom Direct, and Direct triggers
• About custom records metadata
• Creating custom URM metadata fields
• What are Freezes?
• Describing the discovery process
• Creating a Freeze

Configuring Physical Content Manager

• Discussing physical content management environment
• About supported layouts and Search Template views
• About PCM setup tasks
• Accessing the configure PCM settings page
• Configuring custom locations
• Creating custom object types
• Configuring object type relationships
• Setting default metadata values for reservation items and offsite storage

Administering Oracle URM

• Reviewing pending assignments and dispositions
• Screening and updating metadata
• Creating custom freezes
• Scheduling tasks
• Creating audit trails
• Generating various reports

Exporting and Importing Archives

• About archiving overview
• Discussing archiver vs. configuration migration utility
• About Export-Import process
• What you can archive: Import/Export archive page
• Exporting a retention schedule
• What you can archive: Archiver Applet
• Exporting records and content
• Exporting the disposition history of related objects