PCM Options Oracle Fusion Middleware Online Documentation Library

Configuration Options 7-3 ■ Run auto computation of declassification date: compute the declassification date for classified objects. ■ Maximum years before declassifying: sets the number of years after which content is declassified.

7.1.1 Setting the Fiscal Calendar

The fiscal calendar is the calendar used by an organization for financial and accounting purposes. A fiscal year may coincide with a calendar year that is, run from January 1 to December 31, but it does not need to. Specify the start date of the fiscal year once, unless the organization changes the fiscal start date or the start date varies from year to year. The fiscal start date may need to be set manually each year if your organization has a unique fiscal calendar start, such as the first Monday of each year, for example, because a date does not fall on the same weekday each year. To set the fiscal calendar start date, complete the following steps:

1. Click Records then Configure then Settings from the Top menu.

The Configure Retention Settings Page is displayed.

2. Specify the date the fiscal year begins for the organization in the Start of Fiscal

Calendar box. To enter a date, enter the starting date and select the month from the list. For example, if your organization starts its fiscal calendar on April 1, type 1 and select April from the list of months.

3. Click Submit Update.

A message is displayed saying the configuration was successful.

4. Click OK.

7.1.2 Setting Performance Monitoring

You can enable performance monitoring to check the status of batch processing, service calls, and other system information. Several default numbers have been set as a starting point for monitoring. Actual performance variations will depend on the hardware used at the site and other variables such as total amount of content and software in use. For details about using performance monitoring, see the Oracle Fusion Middleware Administrators Guide for Universal Records Management.

7.2 PCM Options

Some general configuration options for Physical Content Management are available on the Configure Physical Settings Page . This is similar to the Configure Retention Settings Page where a series of options are used to determine system functionality. Permissions: The Admin.RecordManager right is required to perform this task. This right is assigned by default to the Records Administrator role. 7-4 Oracle Fusion Middleware Setup Guide for Universal Records Management To access this page, click Physical then Configure then Settings from the Top menu. Other configuration options are available on the Configure menu, such as setting up chargebacks, invoices, and other aspects of Physical Content Management. Other chapters in this guide discuss how to configure components to use for Physical Content Management. See Chapter 8, Configuring Physical Content Management and Chapter 9, Setting Up PCM Storage Space for details and see the Oracle Fusion Middleware Administrators Guide for Universal Records Management for additional information The following options appear on the Configure Physical Settings Page : ■ Default Transfer Method: specifies the default transfer method copy, fax, mail, and so on. ■ Default Request Priority: specifies the default priority to be used for reservations no priority, rush, this week, and so on. ■ Default Checkout Period days: specifies the number of days a reserved physical item can be checked out. ■ Delete completed requests: specifies if completed reservation requests are automatically deleted after a specified number of days. ■ Request history period days: the maximum number of days a reservation request is stored in history. ■ Check in internal content item for reservation workflow: specifies if a new internal content item should be checked in when a reservation request is made. ■ Do not notify users when checked-out items are overdue: specifies that users with late items receive an e-mail notification. ■ Allow reservation requestors to modifydelete their reservations: specifies if users who create a reservation request can modify or delete their open requests. ■ Automatically update request waiting list: specifies if waiting lists for requests are updated automatically. ■ Show batch services: specifies if batch services are available in the External Content menu. ■ Enable offsite functionality: specifies if the storage of content offsite is enabled. When this is enabled, new metadata fields are added to the system as well as the Offsite security group.

7.3 Setting Up Workflows