Oracle Universal Records Management 11g: Administration

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

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

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

Course Topics 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

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