13-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management
3.
After content has been imported or exported using the Archiver, import or export the Disposition History of related objects. This corresponds to the Include
Dispositions History portion of the Export and Import screens.
13.1.3 Archive ImportExport Rights and Permissions
The following export rights are needed for specific objects. These rights are included by default with the Records Administrator role:
■
Admin.RetentionSchedulesArchive right to export a Retention Schedule.
■
Admin.Triggers right to export triggers.
■
Admin.PerformActions right to export Disposition Histories.
■
Admin.RecordManager right to export objects other than those mentioned previously.
The following import rights are needed for specific objects:
■
Category.Edit, Folder.Edit, and Record.Edit rights to import a Retention Schedule because these objects are part of a Retention Schedule.
■
Admin.Triggers right to import triggers.
■
Admin.PerformActions right to import Disposition Histories.
■
Admin.CustomDispositionActions to import Disposition Actions.
■
Admin.RecordManager right to import objects other than those mentioned previously.
■
If ACL security is enabled, make sure you have access to all retention schedule components and objects to import.
13.2 Managing Imports and Exports
The following tasks are performed when importing or exporting archives:
■
Exporting an Archive on page 13-4
■
Importing an Archive on page 13-5
13.2.1 Exporting an Archive
Use this procedure to export an archive that can be imported into another instance located on the same or a separate system or for backup purposes. Choose which of
the available items should be exported.
1. Click Records then ImportExport then Archives from the Top menu.
The ImportExport Archive Page
is displayed.
2.
Select all items to be included in the export.
3. Click Export. A download dialog is displayed.
To save the archive, click Save. Navigate to the location to save the file, and enter a filename.
Permissions: See
Archive ImportExport Rights and Permissions on page 13-4 for details.
Archiving and Transfering Information 13-5
4. Click Save.
The file is saved to the specified location, and the ImportExport Archive Page
is redisplayed.
13.2.2 Importing an Archive
Use this procedure to import an archive that was exported on another instance located on the same or a separate system. Choose which of the available items in the
archive should be imported. The items to import must have been included in the export of the archive.
1. Click Records then ImportExport then Archives from the Top menu.
The ImportExport Archive Page
is displayed.
2. Select all items to be included in the import. Click Attempt Update to specify
whether to update existing items or leave them untouched. If you do not have update checked and the imported items already exist, an error may occur. Read
the error message to determine the best course of action to pursue.
3. Click Browse next to the Archive File box to select the archive file .hda to import.
4. After selecting the file, click Import. The import adds all new items and updates
any existing ones, if applicable. The results of the imported archive are tracked in the audit trail for the enabled actions.
If an error occurs, the error message indicates the number of checkbox items which failed, not necessarily the number of individual errors for all retention schedule
components. If classified markings are imported, they should be reordered after importation.
13.2.3 Importing a Batch-Created Storage Hierarchy
