9
Configuring Oracle Universal Records Management 9-1
9
Configuring Oracle Universal Records Management
This chapter explains how to configure Oracle Universal Records Management Oracle URM in an Oracle WebLogic Server domain, in these topics:
■
Completing the Oracle URM Configuration
■
Using Oracle Text Search with Oracle URM
■
Setting Connection Pool Property Values for an IBM DB2 Data Source
■
Installing and Configuring Desktop Integration Suite on a Client Workstation
9.1 Completing the Oracle URM Configuration
After installation and startup, when you go to the URL for Oracle URM, you will get the postinstallation configuration page, described in
Section 9.1.1, Enabling Oracle URM Components.
After completing that page and clicking the Submit button, you
need to restart Oracle URM, as described in Section 10.3, Restarting a Managed
Server. It is installed with default installation level of minimal.
Oracle URM will start up again with an alert. Clicking the alert text displays the Records Management Setup Checklist, through which you can configure the Oracle
URM installation level you want. For more information about setting the installation level, see
Section 9.1.1, Enabling Oracle URM Components. If you change the
installation level, you need to restart the Oracle URM Managed Server and rebuild the index. For information about rebuilding the index, see Working with the Search
Index in Oracle Fusion Middleware System Administrators Guide for Oracle Content Server.
After you configure the installation level, you can configure other items on the Setup Checklist page. For more information, see
Section 9.1.2, Completing the Setup Checklist for Oracle URM.
9.1.1 Enabling Oracle URM Components
The Enabled Features Page determines which Oracle URM components will be enabled for use.
9-2 Oracle Fusion Middleware Installation Guide for Oracle Enterprise Content Management Suite
The page depiction shows all options displayed.
After making selections or if configuration options are changed for example, switching from Baseline to Classified, restart Oracle Universal Records Management,
as described in Section 10.3, Restarting a Managed Server,
and rebuild the Oracle Content Server index. For information about rebuilding the index, see Working with
the Search Index in Oracle Fusion Middleware System Administrators Guide for Oracle Content Server.
For information about the components enabled for each option, click the Info icon. Note:
If you are using Oracle WebCenter with Oracle URM, enable the DOD component after WebCenterConfigure has been enabled and
has had a chance to check in its conversion templates. If you enable the DOD component first, you can create a rule that
matches the documents created by WebCenterConfigure and assigns them a default category. The category could be based on the content
IDs. For more information, see Setting Up Workflows in Oracle Fusion Middleware Setup Guide for Universal Records Management.
Configuring Oracle Universal Records Management 9-3
9.1.2 Completing the Setup Checklist for Oracle URM
