Viewing Location Type Information Deleting a Location Type Reordering Location Types

Configuring Physical Content Management 8-5 If icons were created in a previous version of this software they are not automatically transferred during an upgrade. They must be copied after upgrading.]

8.3.3 Creating or Editing a Location Type

Use this procedure to create a new location type to be used in the definition of the storage space environment. The following information is a general navigational procedure. To view a specific example of creating a custom metadata field, see Example: Creating a Location Type on page 8-6

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed.

2. Click Add.

The Create or Edit Location Type Page is displayed.

3. Specify the properties of the location type and click OK.

The new location type is now added to the bottom of the list on the Configure Location Types Page . If required, use the up and down arrows to move the new location type to its new position in the location type hierarchy. To modify a location type, select the type to edit in the list and click Edit from the Action menu. Modify the properties as required and click OK when finished.

8.3.4 Viewing Location Type Information

Use this procedure to view information about an existing location type.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed.

2. Select the location type and click the Info icon.

The Location Type Information Page is displayed. When done viewing information, click OK.

8.3.5 Deleting a Location Type

Permissions: The PCM.Admin.Manager right and the PCM.Admin.LocationTypes right are needed to perform this action. These rights are assigned by default to the PCM Administrator role. Permissions: The PCM.Admin.Manager right and the PCM.Admin.LocationTypes right are needed to perform this action. These rights are assigned by default to the PCM Administrator role. Permissions: The PCM.Admin.Manager right and the PCM.Admin.LocationTypes right are needed to perform this action. These rights are assigned by default to the PCM Administrator role. 8-6 Oracle Fusion Middleware Setup Guide for Universal Records Management Use this procedure to delete an existing location type. Note that this does not delete the location. It deletes the location type.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed.

2. Select the location type to delete and click the Info icon.

The Location Type Information Page is displayed. Choose Delete on the Page menu.

8.3.6 Reordering Location Types

Use this procedure to change the hierarchical order of the defined location types.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed. 2. Use the up and down arrows to move location types to the new level in the hierarchy. 3. Repeat this step for every location type to move until the new storage hierarchy is achieved.

4. When finished, click Submit Update.

A message is displayed saying the location types were configured successfully.

5. Click OK to return to the

Configure Location Types Page .

8.3.7 Example: Creating a Location Type