Completing the Setup Checklist for Oracle URM

Configuring Oracle Universal Records Management 9-3

9.1.2 Completing the Setup Checklist for Oracle URM

After the installation and configuration of Oracle URM on an Oracle WebLogic Server Managed Server, you need to complete the Setup Checklist page before you can set up retention policies and procedures. This page is used to set global options for aspects of the retention management system. For information about setting up retention policies and procedures, see Retention Options in Oracle Fusion Middleware Setup Guide for Universal Records Management. Element Description Installation Level The type of configuration to be enabled. Options are: ■ Minimal ■ Typical ■ DoD Baseline ■ DoD Classified ■ Custom Features This section contains a list of features that can be enabled when using the Custom option. Default features are enabled when installation levels are chosen. These features include: ■ Related Content ■ Audit Trigger ■ Subject to Review ■ Revision Dates ■ Security Markings ■ Email Fields ■ DoD Configuration ■ Classified Topics ■ FOIAPrivacy Act Disposition Actions This section contains the disposition actions which can be used for content. They include: ■ Activate ■ Rescind ■ Approve Deletion ■ Obsolete ■ Expire ■ Destroy ■ Cancel ■ Cutoff 9-4 Oracle Fusion Middleware Installation Guide for Oracle Enterprise Content Management Suite Figure 9–1 Oracle URM Setup Checklist If the configuration tasks on this page are not completed, a warning message with a link to this page appears on the home page of the Oracle Content Server system. Click the link to display this page. Configuring Oracle Universal Records Management 9-5 There is no longer an installation requirement that the NumConnections configuration variable be set to 10. This configuration is now controlled by Oracle WebLogic Server and does not need to be set independently. Selecting any option in this list displays a detailed explanation of the option’s purpose. The options available on the page depend on your installation level: ■ Minimal ■ Typical ■ DoD Baseline ■ DoD Classified ■ Custom Element Description Configure Installation Used to configure optional components and metadata fields. Select from preset configurations to choose the features that are needed. Define Defaults Used to define the default for audit trails, template locations, and metadata for content that is automatically checked in on a periodic basis. You can configure metadata for Audit Entries and for Screening reports. Clicking an option brings up a check in page where you can edit the fields to be used as defaults. Configure Security Settings Used to define the security settings including roles, rights, and access control list use. This link opens the Admin Applets. Click the User Applet to configure security. Configure Retention Management Settings Used to configure many of the retention management options such as supplemental markings, triggers, and reports. Clicking this option displays the Configure Retention Settings page. For information about this page, see Configure Retention Settings Page in Oracle Fusion Middleware Setup Guide for Universal Records Management. Configure Fiscal, Calendar, and Custom Periods Used to set periods used for disposition processing. Selecting this option displays the Configure Periods page. For information about this page, see Configure Periods Page in Oracle Fusion Middleware Setup Guide for Universal Records Management. Configure Global, Direct, and Indirect Triggers Used to set up the triggers used for disposition processing. Selecting this option displays the Configure Triggers page. For information about this page, see Configure Triggers Page in Oracle Fusion Middleware Setup Guide for Universal Records Management. Create Retention Schedule or Import Retention Schedule Used to set up retention schedules. Selecting Create Retention Schedule displays the Exploring Retention Schedule page. Selecting Import Retention Schedule displays the ImportExport Screen. For information about importing and exporting files, see Managing Imports and Exports in Oracle Fusion Middleware Administrators Guide for Universal Records Management. 9-6 Oracle Fusion Middleware Installation Guide for Oracle Enterprise Content Management Suite

9.2 Using Oracle Text Search with Oracle URM