Working with Oracle UCM 8-3
Setting the rule in this manner will not allow users to move content from one folder to another, including the trash folder. To allow the ability to delete
documents and move files between folders, change the derived value to use custom script and add something similar to:
if not IDC_SERVICE like COLLECTION_DELETE_LOT|COLLECTION_RESTORE_ITEM dprDerivedValue=932000007
endif
6.
Edit the application profile for the Oracle IPM application you wish to modify and add the rule defined above to the Rules tab.
8.1.4 Working With Oracle Universal Records Manager
Oracle IPM does not automatically assign documents to a retention category or life cycle. However, by modifying an applications profile and profile rules, you can
automatically assign documents to a retention category or life cycle. The following steps are for assigning a retention category value. If you wish to assign a life cycle,
substitute xLifeCycleID for xCategoryID.
1. Create a new retention category and make note of the retention category identifier.
For example, you could use App X Category.
2. Add a new profile rule and make note of the name. For example, you could use
App_X_Category_rule.
3. Select the Retention Category field xCategoryID and set the type to Info Only.
4. Enable Use default value and set the default value to the retention category
identifier obtained above. For example, App X Category. This allows people using the Oracle Content Server check in form to see the assigned category.
5. Enable Is derived field and set the default value to the retention category
identifier obtained above App X Category. This allows the value to be set upon check in from any source, including from Oracle IPM upload.
6.
Edit the application profile for the Oracle IPM application you wish to modify and add the rule defined above to the Rules tab.
8.1.4.1 Oracle Records Management and Oracle IPM Content
When Oracle IPM content is configured correctly with an Oracle URM system, a number of restrictions are applied to Oracle IPM content.
Note: If an application is modified in Oracle IPM, and the
modification includes an application name change, then the rule you just added to the application profile will need to be added again.
Note:
If the category to which you are mapping the documents is a category that is a records-only category, you will also need to add a
field for xIsRecord and set its default and derived values to 1.
Note: If an application is modified in Oracle IPM, and the
modification includes an application name change, then the rule you just added to the application profile will need to be added again.
8-4 Administrators Guide for Oracle Imaging and Process Management
If the Oracle IPM document is subject to a freeze in Oracle URM and you attempt to delete the document from Oracle IPM, you will recieve the error The documents
cannot be deleted because they are in a legislative hold in the repository. You will be unable to update the document in Oracle IPM, or move or copy the document to
another application. Only the Oracle IPM or Oracle UCM Administrator will be able to delete documents which are frozen. Once unfrozen, the restrictions within Oracle
IPM are removed.
8.1.4.1.1 Using Oracle URM 10g If Oracle IPM is connected with a system using Oracle
URM 10g, content associated with Records-only Categories are subject to the same restrictions.
8.1.4.1.2 Using Oracle URM 11g If Oracle IPM is connected with a system using Oracle
URM 11g, content associated with categories using the Restrict Edits, Restrict Revisions or Restrict Deletes, designators are subject to the same restrictions in
Oracle IPM.
8.1.4.2 Synchronizing with Oracle UCM Adapter for Oracle Content Server
When using the Oracle UCM Adapter for Oracle Content Server to allow Oracle Universal Records Manager to use multiple Oracle Content Server repositories, you
must ensure that security groups are consistent between the Oracle Content Server and Oracle URM. The Oracle UCM Adapter does not synchronize security groups
created by Oracle IPM with Oracle URM.
If an application is created in Oracle IPM that adds security groups to the Oracle Content Server repository, you must manually configure the same security groups on
Oracle URM that was created by Oracle IPM. This should be done prior to uploading any content to the Oracle IPM application. Additionally, if there is any modification
to an Oracle IPM application or to document security in an application, you must manually update the security groups in Oracle URM.
8.1.5 Working With Information Rights Manager
