Retention Setup Checklist Oracle Fusion Middleware Online Documentation Library

3-6 Oracle Fusion Middleware Setup Guide for Universal Records Management indicating which choice is included. If Custom is selected, you can choose which features and dispositions to be enabled.

3. Click Submit.

After making selections or changing options for example, switching from Baseline to Classified, restart Oracle UCM. Depending on the search options in use, the index may also need to be rebuilt. See the Oracle Fusion Middleware System Administrators Guide for Content Server for details about restarting the system and rebuilding the index from the Repository Manager.

3.3 Retention Setup Checklist

After choosing the features to use, certain options must be configured in order for the system to work properly. If not done, a warning messages appears indicating that the setup is incomplete. To complete the configuration, click the link in the warning message. The Setup Checklist Page opens. This page shows a series of links to other pages where configuration selections can be made. When done configuring, select the checkbox next to an option to indicate the completed task. Depending on the action, it may be necessary to refresh the frame in order to view the completed tasks. You can also access the Setup Checklist Page by choosing Records then Configure then Setup Checklist from the Top menu. You must configure all defaults, including any necessary categories, dispositions, and triggers, before checking in content that will use those defaults. If the configuration of the system changes for example, switch from DoD Baseline to Typical reconfigure the options needed for the level of functionality that is enabled. The required options include: ■ Set configuration variables: Several optional variables can be changed. ■ Define default metadata: Some content items are automatically checked in to the repository such as audit entries and screening reports. In order for them to check in properly, choose default metadata for the content. For example, if a DoD installation level is chosen then the default metadata must include the Cateogry or Folders metadata field. ■ Configure the installation: Before using the system, complete the installation steps outlined in Section 3.2, Software Configuration. Important: You must configure all defaults, including any necessary categories, dispositions, and triggers, before checking in content that will use those defaults. Important: If File Store Provider is needed to check in templates for Oracle URM, set up the File Store Provider first and then check in the templates. To install a file store provider, click Install Default Templates Category Defaults, Reports, Dashboards, etc. on the Setup Checklist Page . See the Oracle Fusion Middleware System Administrators Guide for Content Server for details about using File Store Provider. 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