Creating a Storage Location Batch Creating Storage Locations

Setting Up PCM Storage Space 9-7 ■ Blocking a Storage Location on page 9-10 ■ Reserving or Canceling a Reservation for a Storage Location on page 9-10 ■ Viewing All Items in a Storage Location on page 9-11 ■ Printing Labels for Storage Locations on page 9-11

9.3.1 Creating a Storage Location

Use this procedure to create a new storage location in the storage space hierarchy.

1. Click Physical then Storage.

The Exploring Page for the top level of the storage hierarchy is displayed.

2. To create a location at the topmost level of the hierarchy, click Create then Define

Storage Location from the page Action menu. You can also choose Create Storage Location from the Action menu for a storage location in the list to add a new child storage location at that level. The Create or Edit Storage Page is displayed.

3. Specify the storage location properties and click Create when done.

The newly created storage location is now included in the storage space hierarchy at its assigned level.

9.3.2 Batch Creating Storage Locations

Use this procedure to add several storage locations to the storage space hierarchy in a single batch. This is useful in situations where the storage hierarchy or part of it consists of a well-defined tree structure with consistent naming and numbering of its constituent objects. This procedure can be used to define this storage location structure in one operation, without having to define each object separately. You do not add the defined objects to the storage hierarchy directly from this page. Rather, specify the naming and numbering rules to be used to create the storage locations. After clicking OK, a file called StorageImport.hda is generated, which can be imported into the existing storage hierarchy. See Example: Creating a Batch of Storage Locations on page 9-12 for an example of this process.

1. Click Physical then Configure then Batch Storage Creation from the Top menu.

The Create Batch Storage Import File Page is displayed.

2. Click the Browse button.

The Select Storage Location Dialog is displayed. Permissions: The PCM.Storage.Create right is needed to perform this action. This right is assigned by default to the PCM Administrator role. Permissions: The PCM.Admin.Manager right is needed to perform this action. This right is assigned by default to the PCM Administrator role. 9-8 Oracle Fusion Middleware Setup Guide for Universal Records Management 3. Navigate to the level in the storage hierarchy where the new storage location structure should be added and click OK. 4. Specify the rules and parameters to be used to create the batch of storage locations.

5. Click Create when finished to create the storage locations in accordance with the

defined specifications, or click Reset to return the screen to its initial values. A file called StorageImport.hda is generated, and a dialog opens which enables you to save this file to your hard drive. The newly created storage locations are now included in the storage space hierarchy at their assigned level. The following information should be considered when considering batch creation of storage locations: ■ When defining a storage space, you must obey the existing location type hierarchy. Start with the highest-level storage location and work your way down the hierarchy. You cannot add a parent location below a child location for example, a shelf above a row. If you attempt to do this, error messages will be displayed when you import the StorageImport.hda storage definition file. ■ The name and description of each generated storage location is built from the name prefix if specified and a sequential number such as Warehouse_001, R003, or WH_NY-012. ■ The default number of digits used in the numeric sequences is 3. To change the number of digits, modify the AutoStorageNumberWidth parameter in the storagecreationutility_environment.cfg file. Restart the Content Server after changing the parameter value.

6. Click OK.

The Exploring Page is displayed again.

9.3.3 Editing a Storage Location