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Oracle Universal Records Management 11g: Administration (D68994)


Course Overview

Oracle Universal Records Management (URM) enables organizations to apply their records management policies on content in a variety of repositories such as content management systems, file systems, and email archives.

This course teaches those involved in an organization's records management effort how to implement Oracle URM system security; how to define, manage, and execute records and retention policies; and how to create and manage record content. In addition, this course covers how to apply Oracle URM records and retention policies to external repositories.
Note: Day 1 of this class focuses on the Records User skills.

Learn To:
  • Browse retention schedules, check in and search for records
  • Setup URM security and connect to enterprise repositories
  • Create retention schedules and implement retention policies
  • Perform records management administrative tasks

Who should attend

  • Technical Administrator
  • Security Administrators
  • Administrator
  • Reports Developer
  • Application Developers
  • Project Manager
  • Developer
  • Technical Consultant


Suggested Prerequisites:
  • Familiar with using and navigating a UCM or URM instance
  • Working knowledge of creating WLS users and groups

Course Objectives

  • Search and define physical content
  • Configure URM security
  • Configure URM
  • Configure Physical Content Manager
  • Configure UCM and FileSystem Adapters
  • Create a retention schedule, disposition instructions, and triggers
  • Screen records, record folders, and record categories
  • Schedule tasks
  • Perform end user URM functions such as browsing a retention schedule and creating records
  • Manage audit trails
  • Generate reports
  • Export and import retention schedules and record content
  • Link records
  • Create and manage simple profiles

Course Content

  • Introduction and Overview
  • Browsing the Retention Schedule
  • Checking in Content for Retention
  • Searching for Content
  • Working with Physical Content
  • Related Content: Linking Records
  • Using Simple Profiles
  • System Setup and URM Administration
  • Implementing a Universal Records Management Security Model
  • Implementing a URM Security Model: Additional Security Settings
  • The Oracle UCM Adapter
  • Non-UCM Adapters: The File System Adapter
  • Implementing a Retention Schedule
  • Defining Disposition Instructions
  • Working with Triggers and Freezes
  • Configuring Physical Content Manager
  • Administering Oracle URM
  • Exporting and Importing Archives
Online Training

Duration 5 days

Price (excl. tax)
  • 3,185.- €

Currently there are no training dates scheduled for this course.