Exporting Auxiliary Metadata Sets The ExportImport Process

Archiving and Transfering Information 13-3 ■ When custom category metadata fields or custom folder metadata fields are imported, the order of the fields is not updated. Restart the Content Server after importing custom fields. ■ The disposition history is not updated. Only new dispositions are imported. ■ The export feature copies the retention schedule definition that is, the defined hierarchy and disposition instructions, not the items within the retention schedule. ■ If an add-on is enabled, there may be additional items available for export.

13.1.1 Exporting Auxiliary Metadata Sets

When exporting an auxiliary metadata set, add the AuxiliaryMetadataSets and AuxiliaryMetadataSetDefs table to the list of schema tables used. Follow this procedure to add those tables:

1. Click Administration then Admin Applets from the Main menu.

2. Click Configuration Manager. The Configuration Manager applet is displayed.

3. Click the Tables tab. A Table List is displayed. Click Add Table.

4. Highlight AuxiliaryMetadataSets and click OK. The Table list is redisplayed.

5. Highlight AuxiliaryMetadataSetDefs and click OK. The Table list is redisplayed.

6. Close the Configuration Manager. After adding the MetadataSet tables to the list of tables, they become available in the list of tables that can be added from the Archiver.

13.1.2 The ExportImport Process

The process of importing and exporting content consists of three distinct parts. 1. First import or export a retention schedule and any of the objects in that schedule. This corresponds to the Include Retention Schedules Plan portion of the Export and Import screens. 2. Then import or export the content using the Oracle UCM Archiver. See the Oracle Fusion Middleware Application Administrators Guide for Content Server for details about using the Archiver. Important: If your organization uses additional security ACLs on your retention schedule, the import and export only includes items that can be accessed by the user performing the import or export. For example, if the person does not have ACL access to a particular category, that category is not imported or exported. A message is displayed during the import or export process if any objects are not processed due to ACL access. Make sure you have ACL access to all items to export and import. Permissions: You must have administrative privileges to add tables to the list of schema tables used. 13-4 Oracle Fusion Middleware Administrators Guide for Universal Records Management 3. After content has been imported or exported using the Archiver, import or export the Disposition History of related objects. This corresponds to the Include Dispositions History portion of the Export and Import screens.

13.1.3 Archive ImportExport Rights and Permissions