Setting Up PCM Offsite Storage 8-3
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Transfer checkboxes: choose options associated with the transfer:
– Automatically transfer new items: enable automatic transfer of new items.
– Automatically return checked-in items: enable automatic returns of items
that have been checked in.
– Enable workflow: start a workflow for this transfer action. The workflow
must be created before this step. See the Oracle Fusion Middleware Setup Guide for Universal Records Management for details about creating the
workflow.
– Use general requestor for Offsite Requests: choose a user from the list to
use as the requestor. There is a limit of five characters for this value.
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Box Identifier: choose what identifier will be associated with the box. Options include Name or Title.
5. When done click Submit Update.
A message is displayed indicating the offsite storage data has been configured.
8.1.2 Mapping New Districts
Several default districts are provided with Physical Content Management to use for offsite storage. Reconfigure any of these districts as necessary for your particular
offsite solution.
The district mapping uses a wizard which steps through each stage of the process. When one stage is finished, the wizard displays the next screen in the process. For
details about each screen and the fields displayed, see District Mapping Screens
on page A-15.
The values used to populate the option lists for each field are based on data provided by Iron Mountain. For details about the field values, consult Iron Mountain
documentation.
Follow this procedure to map district data:
1. Click Physical then Offsite Storage then Map District Metadata from the Top
menu. The
Choose District Mapping Page is displayed.
2.
Select a district to configure from the list by scrolling through the list and highlighting a selection. Click Configure to select the district.
3.
The next screen in the wizard appears. The process for mapping information is the same on each screen. Scroll through the values provided for the different fields
and highlight a selection.
Click Save to proceed to the next screen in the process. Click Exit the Wizard to exit the process without saving selections. Click Reset to clear the selections on the
current screen. To move forward or back in the process and skip screens, select a different page from the page menu at the top of the screen.
Eight screens are available for configuration:
1.
map box metadata
2.
map standard file metadata
3.
map account file metadata
4.
map insurance 1 metadata
8-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management
5.
map insurance 2 metadata
6.
map law metadata
7.
map loan file metadata
8.
map medical file metadata
4. When finished configuring districts, click Save. A message is displayed indicating
a successful exit from the wizard.
8.1.3 Creating Manual Pickup Requests
This function can be used to create requests to the offsite storage provider for pick up of materials.
Use this procedure to set up pickup requests:
1. Click Physical then Offsite Storage then Create Manual Pickup Request from the
Top menu. The
Create Manual Pickup Page is displayed.
2.
Select a district ID from the list of IDs.
3. Enter a pickup location or select a location by using the Browse button to look at
stored locations.
4.
Enter the remainder of the information on the page.
5. To discard entries, click Reset. When done, click Submit Update.
8.1.4 Browsing Uploaded Files
