Example: Creating a Single Storage Location Example: Creating a Batch of Storage Locations

9-12 Oracle Fusion Middleware Setup Guide for Universal Records Management If the generated label file is in PDF format, Adobe Acrobat Version 6.0 or later is needed to view it. To create a label for a storage location, complete the following steps:

1. Click Browse Content then Storage or click Physical then Storage.

The Exploring Page for the top level of the storage hierarchy is displayed. 2. Navigate to the storage space level.

3. Depending on the current storage location, click Create Reports from the Action

menu for the location. Select one of the report types listed there. You can also create a label for a storage location from the Page menu on the Storage Information Page . Click Create Report then the report type. This menu contains an option to print a label only if the storage location can hold content.

9.4 Example: Creating a Single Storage Location

This example demonstrates how to create a storage location called Warehouse_003, of location type Warehouse at the top level of the storage hierarchy.

1. Click Browse Content then Browse Storage.

The Exploring Page for the top level of the storage hierarchy is displayed. You can also access the top-level storage Exploring Page from the Configure Physical Settings Page .

2. Click Create Storage Item on the menu bar at the top of the page.

The Create or Edit Storage Page is displayed.

3. Enter Warehouse_003 as the storage name and description.

4. Click Warehouse as the location type.

5. Click Create.

The newly created storage location is now included in the storage space hierarchy at the top level:

9.5 Example: Creating a Batch of Storage Locations

This example demonstrates how to create the definition file for a storage space structure then import this file to create the defined storage space within Physical Content Managements storage environment. The storage space structure consists of one warehouse at the top level of the storage environment, with several subordinate storage locations. Each of the lowest-level locations Position may hold five items, which can be of any object type. Creating the Batch Storage Definition File To create the batch storage definition file, complete the following steps:

1. Click Physical then Configure then Batch Storage Creation from the Top menu.

The Create Batch Storage Import File Page is displayed.

2. Click Browse to select the highest point of the hierarchy. If not selected, the

Storage level is defaulted. The Select Storage Location Dialog is displayed. Select a location and click OK. Setting Up PCM Storage Space 9-13 3. Provide these creation rules for Location Type, Name Prefix, Start Number, Number of items, Allow Content, Number Allowed, and Object Type: ■ Room, Room_, 1, 2, unchecked, empty, all ■ Warehouse, Warehouse_, 1, 1, unchecked, empty, all ■ Row, Row_, 1, 2, unchecked, empty, all ■ Bay, Bay_1, 1, 2, unchecked, empty, all ■ Shelf, Shelf_, 1, 2, unchecked, empty, all ■ Position, Position_, 1, 3, checked, 5, all If the values provided exceed the limit set for storage default is 1000 an error message is displayed.

4. Click Create.

A file download dialog is displayed.

5. Click Save to store the generated StorageImport.hda file on the local hard drive.

Importing the Batch Storage Definition File To import the batch storage definition file into Physical Content Management, complete the following steps:

1. Click Records then ImportExport then Archives from the Top menu.

The ImportExport Content and Record Archive Page is displayed.

2. Unselect all items including those under Show External Sources except for

Include Storage .

3. Click Browse next to the Archive File box to select the StorageImport.hda file

saved earlier.

4. After selecting the file, click Import. The import adds the defined storage space to

the existing storage hierarchy at the selected location. For more details about import and export operations, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management. 9-14 Oracle Fusion Middleware Setup Guide for Universal Records Management 10 Setting Up a Retention Schedule 10-1 10 Setting Up a Retention Schedule This section describes how to set up and administer the retention schedule for an organization. This chapter covers the following topics: Concepts ■ About Retention Schedules on page 10-2 ■ Using a Series on page 10-10 ■ Retention Categories on page 10-13 ■ Record Folders on page 10-18 Tasks ■ Creating or Editing a Series on page 10-10 ■ Viewing Series Information on page 10-11 ■ Hiding and Unhiding a Series on page 10-11 ■ Moving a Series on page 10-12 ■ Deleting a Series on page 10-12 ■ Creating or Editing a Retention Category on page 10-14 ■ Viewing Retention Category Information on page 10-15 ■ Copying a Retention Category on page 10-16 ■ Viewing Category Metadata History on page 10-16 ■ Moving a Retention Category on page 10-16 ■ Deleting a Retention Category on page 10-17 ■ Creating a Volume Folder on page 10-20 ■ Editing a Record Folder on page 10-21 ■ Moving a Record Folder on page 10-22 ■ Deleting a Record Folder on page 10-22 Examples ■ Creating a Record Folder That is Subject to Review on page 10-23 ■ Creating Record Folders Subject to Recurring Audit Triggers on page 10-23 10-2 Oracle Fusion Middleware Setup Guide for Universal Records Management

10.1 About Retention Schedules