14-12 Oracle Fusion Middleware Administrators Guide for Universal Records Management
Click Disapprove Appeal to end the workflow process. The Final Result Dialog
is displayed. Enter the information to be included on the final reports, including the
final result, fees collected, number of people involved in servicing the request and total cost of servicing. Click OK when done.
14.3.8 Final Actions
When processing is finished for a request, move the folder to the appropriate category that was previously created see
Initial Required Setup on page 14-4.
Follow these instructions to move a folder to a new location:
1. Navigate to the folder to be moved. Click Edit then Move from the Page menu.
2.
The Select Category or Folder Page is displayed. If necessary, click the plus sign icon to expand the view of the items.
3. Click the category name where the folder should be moved then click OK.
4.
The Exploring Retention Category Page is displayed listing all folders in that category.
15
Using Federated Search and Freeze 15-1
15
Using Federated Search and Freeze
Federation is a term used to describe the process of providing a single point of contactentry for searching multiple disparate data sources. This is often used during
the legal discovery process. For example, by using the Federated functionality with Oracle URM, a legal officer can search all repositories and catalogs for items pertaining
to a legal matter. The search results then ’connect’ all the items together in one place to perform searches.
Federated search is most effective when used with the Oracle URM Adapters that manage content on remote repositories.
This chapter describes how to use Federated Search to gather information needed for a discovery action and how to use Federated Freeze to freeze those items. It discusses
the following topics:
■
Federated Searches on page 15-1
■
Performing a Search on page 15-3
■
Federated Freeze on page 15-5
15.1 Federated Searches
Federated Search is available when an external repository an adapter is installed. As part of a discovery process, organizations might search for or freeze content across
multiple repositories which are managed by adapters. Oracle URM uses external adapters to search metadata and full text of remote repository items. With this
functionality, a user can:
■
Create searches by sending the search criteria to the adapter. External adapters check periodically to see if there are searches pending, perform the searches, and
return the search results. The adapters may perform the search in a delayed timeline, requiring users to wait for the search results to complete.
Important: Federated Search functionality is not visible until the
RmaNoSecurity right is added to a role. This right is not added by default to any role and must be enabled for the functionality to be
accessible. This right should not be treated lightly or granted indiscriminately.
In addition, a system administrator role is needed to use this functionality.
