Additional Security Settings 6-19
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed.
2. In the Custom Security Field area, click Add.
The Create or Edit Simple Custom Security Field Page
is displayed.
3. Enter a name for the field in the Custom Security Field text box.
4. Select the document metadata name for the content field from the Content Field
list.
5. Select the metadata name of the user field from the User Field list.
6. Optional Click the Match all box to force the user entries to match all content
field entries. Leave this box cleared to allow only one content field to match the user field.
7. Click Create. The successfully created custom security field message is displayed.
8. Click OK.
To edit an existing custom security field, complete the following steps:
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed.
2. Click Edit Field from the field’s Actions menu.
3.
Make the necessary edits:
a. Select the name of the metadata field from the Content Field list.
b. Select the name of the user metadata field in the User Field list.
c. Select or clear the Match all box.
4. Click Submit Update. A message indicates the update was successful.
5. Click OK.
6.3.2.3 Adding or Editing Advanced Security
Use this procedure to add advanced security to an existing field. The field used must be one which has an option list associated with it.
You can add custom security only if the custom security feature is enabled see Enabling or Disabling Custom Security Usage
on page 6-18.
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed. If necessary, click the Advanced Custom Security tab to display that page.
2. Click Add.
The Select Security Dialog
is displayed.
Permissions: The Admin.RecordManager right is required to
perform this action. This right is assigned by default to the predefined Records Administrator role.
6-20 Oracle Fusion Middleware Setup Guide for Universal Records Management
3.
Select a field from the list. Note that only fields with option lists are available for selection.
4. Click OK.
The Advanced Custom Security Option Page
is displayed showing the option items associated with the field that was chosen.
5. Click the Actions menu for the option item which needs security. Click Edit
Security .
The Select Security Dialog
is displayed.
6.
Select users or aliases who will have access to content items with that individual option list value. See
Setting ACLs During Software Use on page 5-17 for details
about choosing users or aliases.
7.
If needed, select a security group from the list.
8.
The Advanced Custom Security Option Page
is re-displayed, showing the selections just made.
To alter custom security for a field including removing the security, complete the following steps:
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed.
2. In the Advanced Custom Security area, click Edit Security on the Actions menu of
the option item. To remove security for the option item, click Remove Security on the Actions menu of the option item.
When editing, the Advanced Custom Security Dialog
is displayed.
3.
Select a field from the list. Note that only fields with option lists are available for selection.
4. Click OK.
The Advanced Custom Security Option Page
is displayed showing the option items associated with the field that was chosen.
5. Click the Actions menu for the option item which needs security. Click Edit
Security .
The Select Security Dialog
is displayed.
6.
Select users or aliases who will have access to content items with that individual option list value. See
Setting ACLs During Software Use on page 5-17 for details
about choosing users or aliases.
7.
If needed, select a security group from the list.
8.
The Advanced Custom Security Option Page
is re-displayed, showing the selections just made. The security is now in place.
Additional Security Settings 6-21
6.3.2.4 Viewing Simple Custom Security Field Information
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed.
2. In the custom field area, click the field to view.
The Custom Security Field Information Page
is displayed.
3. Click OK when done.
6.3.2.5 Deleting a Simple Custom Security Field Simple
You can delete a custom security field without having to remove references to it by users and content, unlike supplemental markings and security classifications.
1. Click Records then Configure from the Top menu. Click Security then Custom
Security .
The Configure Custom Security Page
is displayed.
2. Click Delete from the item’s Actions menu. To delete multiple fields, select the
checkbox next to the field name and click Delete in the Table menu. A field can also be deleted when viewing the field’s
Custom Security Field Information Page .
3.
A message displays, indicating the deletion was successful.
4. Click OK.
6.3.3 Simple Custom Security Field Example
This example gives step-by-step instructions for setting up a custom security field called Project Name. It includes the following processes:
1.
Create the Custom Security Field in Configuration Manager .
2.
Create the Custom Security Field in User Admin . Oracle UCM assigns the u
prefix. Assign the field options to the user.
3.
Rebuild the Content Server search index, and restart the server. Complete instructions are in the Oracle Fusion Middleware System Administrators Guide for
Content Server.
4.
Create the Custom Security Field using the exact field names defined in the Oracle
UCM utilities. After the custom security field is set up, test the field by checking in and accessing
items assigned field options. See Verify the Custom Security Field
.
Permissions: Either the Admin.Triggers or Admin.RecordManager
right is required to perform this action. The Admin.Triggers right is assigned by default to the Records Officer and Records Administrator
roles, and the Admin.RecordManager right to the Records Administrator role.
Permissions: The Admin.RecordManager right is required to delete
a custom security field. This right is assigned by default to the Records Administrator role.
6-22 Oracle Fusion Middleware Setup Guide for Universal Records Management
6.3.3.1 Create the Custom Security Field in Configuration Manager
This portion of the example creates the custom security field as a document field within the Configuration Manager utility. The field will be available for use on the
check-in form.
1. Click Admin Applets from the Administration menu on the left.
The Administration Applets for the server are displayed.
2. Click the Configuration Manager icon.
The Configuration Manager utility starts.
3. Click the Information Fields tab.
4. Click Add.
The Add Custom Info Field page is displayed.
5. Type ProjectName, and click OK. The Add Custom Info Field page is displayed.
Specify the field attributes:
a. In the Field Caption text box, enter a space between any compound words in
the above example, Project and Name so the field label displays properly.
b. In the Field Type list, click Long Text.
c. Click the Enable Options List box. The Configure button becomes enabled.
Click this button.
d. The Configure Option List page opens. In the Options List Type, click the Edit
and Multiselect List option.
e. Click Edit next to Use Option List. The Option List page is displayed.
f. In the options list, type Pangea. Press Enter for a carriage return, then type
Tectonic
. Click OK three times. 6.
Click Update Database Design.
6.3.3.2 Create the Custom Security Field in User Admin
This portion of the example creates the custom security field as an information field called Project Name within the User Admin utility.
1. Click Admin Applets from the Administration menu.
The Administration Applets for the server are displayed.
2. Click the User Admin icon.
The User Admin utility starts.
3. Open the Information Fields tab.
4. Click Add.
The Add Custom Info Field page is displayed.
5. Type ProjectName and click OK. The Add Metadata Field page is displayed.
Specify the field attributes:
a. In the Field Caption text box, enter a space between any compound words as
in the example, Project and Name so the field label displays properly.
b. In the Field Type list, click Long Text.
Additional Security Settings 6-23
c. Click the Enable Options List box. The Options List Settings tab becomes
