Retention Management Options Oracle Fusion Middleware Online Documentation Library

Setting Up the Software 3-7 ■ Configure the security settings: Determine the appropriate roles, rights, and user permissions to perform certain tasks. For details, see Chapter 5, Setting Up Security. The other configuration options on this page can be performed in any order. These options are discussed in the remainder of this chapter. When finished setting configuration options, click Submit. To clear the options selected, click Reset.

3.4 Retention Management Options

The following list provides an overview of the steps needed to set up the retention software. The steps should be followed in the order given. For example, you must define triggers and periods before disposition rules, because when you define a category and its disposition rule, you include references to triggers and periods. This checklist spans multiple sections of this guide. With the table of contents and index, this checklist also serves as a documentation road map for finding the information needed. Setup tasks include the following topics. Some of these tasks may be optional depending on your organization. The information is provided so you can determine if the step may be useful or not. ■ Determine additional security settings. For overview information, see Section 3.5.2, Classification Security Settings and for details, see Chapter 6, Additional Security Settings. ■ Configure system settings. For an overview, see Section 3.6, System-Wide Configuration and the following sections for details: – For financial and accounting information, see Section 7.1.1, Setting the Fiscal Calendar. – To define the time associated with retention or disposition of retained content, see Section 12.2, Managing Time Periods. – To set up any custom fields required, see Section 13.2, Managing Custom Metadata. ■ Set up the retention schedule. For an overview, see Section 3.8, Setting Up a Retention Schedule and the following sections for details about configuring the organization of content. This includes: – Managing the view of different retention schedule hierarchies. For details, see Section 10.2.1, Managing a Series. – Defining security settings and disposition instructions for that category. For details, see Section 10.3.1, Managing Retention Categories. – Defining folders used in the retention schedule. For details, see Section 10.4.2, Managing Record Folders. Tip: To record your actions while setting up and configuring the system, you may want to configure the audit trail first. See the Oracle Fusion Middleware Administrators Guide for Universal Records Management for details. All user actions are set to be recorded by default. 3-8 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Determine how content will be handled. For overview information, see Section 3.9, Configuring Content Triggers, Dispositions, and Freezes and the following chapters for details: – Using triggers to initiate events affecting content. For details, see Section 11.2, Managing Triggers. – Defining the sequence of actions to be performed on items during their life cycle. For details, see Chapter 14, Defining Disposition Instructions. – Inhibiting disposition processing. For details, see Section 15.1.1, Managing Freezes. ■ Establish relationships between content. See the Oracle Fusion Middleware Users Guide for Universal Records Management for details about establishing links between content items. Additional tasks discussed in the Oracle Fusion Middleware Administrators Guide for Universal Records Management include importing and exporting archives and configuring the audit trail, which tracks activities. In addition, workflows can be created to track requests made under the Freedom of Information Act FOIA and Privacy Act PA if that software is enabled. See the Oracle Fusion Middleware Administrators Guide for Universal Records Management for details. After configuring the software, users with the appropriate rights can file, search, and link content and generate retention schedule reports. For more information, see the Oracle Fusion Middleware Users Guide for Universal Records Management. The core processing performed by records administrators during the use and maintenance phases of the content life cycle, such as screening and cycling content, is discussed in the Oracle Fusion Middleware Administrators Guide for Universal Records Management.

3.5 Security Overview