Viewing Profile Information Updating a Simple Profile Copying a Profile

Using Simple Profiles 13-13

13.5 Profile Management

Keep the following points in mind when managing system and personal profiles created with the Simple Profiles component: ■ A copied profile contains all of the information in the original profile. Make certain to change any labels, defaults, or security groups in the copied profile. ■ All management functionality updating, copying, deleting is available from the Page menu bar on the Simple Profile Information Page and from the Actions menu for a profile. ■ When creating a profile, if the wizard was exited before finishing the profile by using the Exit Wizard option, any changes made up to that point by using the Save button are saved. Tthe Reset button cannot be used to change them. Edit them using the Update Profile option. See Saving, Resetting, and Exiting the Design Process on page 13-6 for details. ■ Administrators Only: If a profile is moved to the Content Profiles applet it can no longer be modified using Simple Profiles. ■ Administrators Only: View the details of profiles created with Simple Profiles by using the Rules tab on the Configuration Manager applet. All of the rules created with Simple Profiles appear on that tab.

13.5.1 Viewing Profile Information

Use this procedure to view information about system and personal profiles:

1. Access the

Profile Listing Page .

2. Click the Info icon for the profile to view.

3. The

Simple Profile Information Page is displayed, showing the details of the profile.

13.5.2 Updating a Simple Profile

Updating a simple profile involves accessing an existing profile and modifying, adding, or deleting information. 1. Access the Profile Listing Page . 2. Use one of the following methods to update information for the profile or its fields: ■ Click the Actions menu for the profile and select Edit, then Update Profile to access the CreateUpdate Simple Profile Page for the profile. ■ Click the Info icon for a profile to display the Simple Profile Information Page . From the Page menu select any of the Configure Fields or Configure Profile options to configure the profile. Also, from the Page menu bar a user can select Edit, then Update Profile to display the CreateUpdate Simple Profile Page . Caution: Do not edit any rules created for a simple profile by using the Rules tab. Editing or deleting the rules invalidates the profiles. 13-14 Oracle Fusion Middleware Users Guide for Universal Records Management

3. When finished making changes to a profile, click Save.

13.5.3 Copying a Profile

Use this procedure to copy a system or personal profile:

1. Access the

Profile Listing Page .

2. Click the Info icon for the profile to copy.

The Simple Profile Information Page is displayed, showing the details of the profile.

3. On the Page menu bar select Edit, then select Copy Profile.

The Copy Simple Profile Page is displayed.

4. Enter the new profile name and new display label.

5. Click Copy when done. To change edits, click Reset to clear the edits made.

The Simple Profile Information Page is displayed for the newly copied profile.

6. Update the profile as needed using the instructions described in

Updating a Simple Profile on page 13-13.

13.5.4 Deleting a Profile