Specifying PCM Barcode Values for Users
5.12.8 ECM Tab
The following rights are assigned by default to the ERM Requestor and ERM Administrator roles: ■ External.Read : allows the user to view information about external items. ■ External.Create : allows a user to create external items. ■ External.Edit : allows a user to edit external items. The following rights are assigned by default to the ERM Administrator role only: ■ External.Delete : allows users to delete external items. ■ External.Admin : allows users to perform administrative tasks.5.13 Specifying PCM Barcode Values for Users
Barcodes are used with Physical Content Management, which is only available when that software is enabled. By default, the barcode value for a user consists of a users login name in all upper-case letters, for example JSMITH or MJONES. If you do not want to use the login name of a user as the barcode value, use the User Admin utility to specify a different value for the user. This is especially useful for login names containing characters other than the basic letters a-z, A-Z or numbers 0-9 for example, accented letters such as kmüller. By default, the barcode values generated for such users include hexadecimal representations of the accented letters for example, KMC39CLLER. To avoid this behavior set specific barcode values for these users for example, KMULLER, which are then used rather than the converted user login names. You can run the Update Users with no Barcode batch service to automatically set the barcode values for all users who currently do not have a barcode value. This is useful for users who are already in the system before Physical Content Management was enabled. The barcode values are set in accordance with the rules above. To manually set a specific barcode value for a user, complete the following steps: 1. Log in as an administrator.2. Click Administration then click Admin Applets.
3. Click the User Admin icon.
The User Admin utility is started.4. On the Users tab, select the user whose barcode value should be set and click Edit.
The Edit User dialog is displayed.5. In the Barcode field, specify a unique value for the user. This value will be used in
the barcode label for the user rather than the users login name in all upper-case letters as specified in the Name field. The specified value must be unique for each user in the system. An error message will be displayed if a value is used that is not unique. Do not use any accented letters in the barcode value an error message is displayed if you try. Also, any lower-case letters are automatically converted to upper case after clicking OK.6. Click OK when finished.
Setting Up Security 5-25 7. Close the User Admin utility. 5-26 Oracle Fusion Middleware Setup Guide for Universal Records Management 6 Additional Security Settings 6-1 6 Additional Security Settings This section describes how to use the classification, classification guides, and supplemental marking functions to provide additional security. It covers the following topics: Concepts ■ Supplemental Markings on page 6-2 ■ Security Classifications on page 6-8 ■ Custom Security on page 6-17 ■ Classification Guides on page 6-24 Tasks ■ Enabling or Disabling Supplemental Markings on page 6-4 ■ Creating or Editing a Supplemental Marking on page 6-5 ■ Viewing Supplemental Marking Information and References on page 6-6 ■ Deleting a Supplemental Marking on page 6-6 ■ Assign or Remove User Supplemental Markings on page 6-7 ■ Using Restricted and Formerly Restricted Supplemental Markings on page 6-8 ■ Enabling or Disabling Classified Security on page 6-11 ■ Creating or Editing a Custom Security Classification on page 6-12 ■ Setting the Order of Security Classifications on page 6-13 ■ Setting the Declassification Time Frame on page 6-14 ■ Deleting a Security Classification on page 6-14 ■ Assigning a Classification to a User on page 6-15 ■ Changing a User’s Classification on page 6-16 ■ Removing a User’s Classification on page 6-16 ■ Enabling or Disabling Custom Security Usage on page 6-18 ■ Creating or Editing a Simple Custom Security Field on page 6-18 ■ Viewing Simple Custom Security Field Information on page 6-21 ■ Deleting a Simple Custom Security Field Simple on page 6-21 ■ Creating or Editing a Classification Guide on page 6-25 6-2 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Deleting a Classification Guide on page 6-25 ■ Viewing Classification Guide Information on page 6-26 ■ Creating or Editing a Classification Topic on page 6-26 ■ Editing Classification Topic Settings on page 6-27 ■ Deleting a Classification Topic on page 6-28 ■ Table 6.4.2.7, Viewing Classification Topic Information Examples ■ Simple Custom Security Field Example on page 6-216.1 Supplemental Markings
Parts
» Oracle Fusion Middleware Online Documentation Library
» About This Guide About This Product
» Regulatory Needs Litigation Needs Business Needs
» Content Retention Qualities Importance of Content Retention
» Internal and External Retained Content Classified, Unclassified, Declassified Content
» Non-Permanent, Transfer or Accession, and Reviewed Content
» Basic Retention Management Concepts
» Physical Content Management Interaction with Oracle UCM
» Basic Retention Processes Oracle Fusion Middleware Online Documentation Library
» Oracle UCM Security Considerations Oracle URM-WNA Redeployment
» Software Configuration Oracle Fusion Middleware Online Documentation Library
» Retention Setup Checklist Oracle Fusion Middleware Online Documentation Library
» Retention Management Options Oracle Fusion Middleware Online Documentation Library
» Supplemental Markings Classification Security Settings
» Security Classifications Classification Guides
» Security Settings Security Roles and Definitions
» Rights for Roles Security Overview
» System-Wide Configuration Setting Up Physical Content Management
» Creating a Series Creating a Retention Category
» Disposition Types Triggering Events
» Triggers Freezes Configuring Content Triggers, Dispositions, and Freezes
» Configuring the System Interface Overview
» Configuring Reports Configuring PCM
» Individual Page and Action Menus Menus
» Retention Management in an Organization
» Roles Oracle Fusion Middleware Online Documentation Library
» Folder Tasks and Defaults for Predefined Roles
» Chargeback Tasks and Defaults for Predefined Roles
» Security Groups Aliases Security Matrix
» Setting Security Preferences Oracle Fusion Middleware Online Documentation Library
» The Series Tab The Category Tab Folder Tab
» Specifying PCM Barcode Values for Users
» Supplemental Markings Details Supplemental Markings
» Classification Levels About Records Classification
» About Custom Security Custom Security
» PCM Options Oracle Fusion Middleware Online Documentation Library
» Workflow Prerequisites and Process
» Configuration with Desktop Integration Suite About Physical Content Management
» Predefined Location Types Creating or Editing a Location Type
» Viewing Location Type Information Deleting a Location Type Reordering Location Types
» Example: Creating a Location Type
» Predefined Object Types Creating or Editing an Object Type Viewing Object Type Information
» Setting Default Metadata Values for Reservation Items and Offsite Storage
» Configuring Chargeback Processing Storage Space Considerations
» Location Type Object Type Media Type Storage Status
» Creating a Storage Location Batch Creating Storage Locations
» Editing a Storage Location Viewing Information about a Storage Location
» Deleting a Storage Location Blocking a Storage Location
» Example: Creating a Single Storage Location Example: Creating a Batch of Storage Locations
» Retention Schedules and File Plans
» Retention Schedule Hierarchy Planning a Retention Schedule
» Attribute Inheritance Review Status Attributes
» Permanent Status Attributes Disposition Instructions Frozen Folder and Content Status
» Retention Schedule Menus Creating and Navigating Object Levels
» About Record Folders Record Folders
» Retention Period Cutoff Preceding Disposition Action Content or Folder States
» Custom Triggers Global Triggers Custom Direct Triggers
» Creating or Editing a Trigger
» Viewing Trigger Information Viewing Trigger References Deleting a Trigger
» Setting Up Indirect Triggers Deleting an Indirect Trigger Date Entry
» Creating or Editing a Custom Time Period Viewing Period Information
» Viewing Period References Deleting a Custom Period
» Example: Creating a Custom Period
» Creating or Editing Custom Metadata Fields Viewing Custom Metadata Field Information
» About Custom Metadata Example: Creating a Custom Category Metadata Field
» Event Dispositions Time Dispositions
» About Dispositions Category Rule Review Using Workflows
» Preceding Actions Triggering Event Content State Triggering Event
» Classified Records Actions Dispose Actions
» Other Actions Disposition Actions
» Retention Periods Disposition Precedence
» Enabling or Disabling User-Friendly Captions Creating or Editing a Disposition Rule
» Copying a Disposition Rule Viewing Disposition Information Deleting a Disposition Rule
» Event Disposition Simple TimeEvent Disposition Time Disposition
» Architecture Oracle URM and the UCM Adapter
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