Click Records then Configure from the Top menu. Click Retention then Freezes. Click Add. Select a Security Group from the list. This field is only displayed if default In the Filer field, specify the person who is responsible for creating the freeze. This

15-2 Oracle Fusion Middleware Setup Guide for Universal Records Management For details about using Federated Freezes during the process of legal discovery, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. Recurring freezes can also be scheduled for selected items of content. See the Oracle Fusion Middleware Administrators Guide for Universal Records Management for details about that process. This section covers the following topics: ■ Managing Freezes on page 15-2 ■ Example: Creating a Freeze on page 15-6

15.1.1 Managing Freezes

The following tasks are involved in managing freezes: ■ Creating or Editing a Freeze on page 15-2 ■ Viewing Freeze Information on page 15-3 ■ Deleting a Freeze on page 15-4 ■ Unfreezing Frozen Items or Folders on page 15-4 ■ Searching for Frozen Content and Folders on page 15-5 ■ Re-sending an E-Mail Notification for a Freeze on page 15-5

15.1.1.1 Creating or Editing a Freeze

Use this procedure to create a freeze users can select if they want to freeze a content item.

1. Click Records then Configure from the Top menu. Click Retention then Freezes.

The Freeze Configuration Page is displayed.

2. Click Add.

The Create or Edit Freeze Page is displayed.

3. Select a Security Group from the list. This field is only displayed if default

security is enabled on the Configure Retention Settings Page .

4. In the Filer field, specify the person who is responsible for creating the freeze. This

will normally be the person currently logged in, so the default does not generally need to be changed, but a different user can be chosen from the list if required.

5. Specify a name for the freeze.

6. Optional Specify a description for the freeze.

7. Optional Specify group and user permissions to restrict who has access to the freeze. These fields are only displayed if ACL-based security is enabled on the Configure Retention Settings Page . See Setting ACLs During Software Use on page 5-17 for details.

8. Optional Specify the end date of the freeze.

Permissions: The Admin.RecordManager right is required to perform this action. This right is assigned by default to the Records Administrator role. Setting Up Freezes 15-3 9. Optional Specify a descriptive text with instructions for unfreezing the items. 10. Optional Specify if a notification should be sent about the freeze. Notifications are first sent out when the freeze is created. 11. Enter the email address of people to receive the freeze notification and the email address of the person initiating the email. 12. Enter an email message. 13. Optional Specify if notification should be periodically re-sent. 14. Select a period to wait before re-sending, and the period value for example, 1 month.

15. Click Create.

A message is displayed saying the freeze was created successfully, with the freeze information.

16. Click OK.