Example: Creating a Location Type

8-6 Oracle Fusion Middleware Setup Guide for Universal Records Management Use this procedure to delete an existing location type. Note that this does not delete the location. It deletes the location type.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed.

2. Select the location type to delete and click the Info icon.

The Location Type Information Page is displayed. Choose Delete on the Page menu.

8.3.6 Reordering Location Types

Use this procedure to change the hierarchical order of the defined location types.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . The Configure Location Types Page is displayed. 2. Use the up and down arrows to move location types to the new level in the hierarchy. 3. Repeat this step for every location type to move until the new storage hierarchy is achieved.

4. When finished, click Submit Update.

A message is displayed saying the location types were configured successfully.

5. Click OK to return to the

Configure Location Types Page .

8.3.7 Example: Creating a Location Type

This example creates a location type called Box, located at the bottom level of the storage level hierarchy below Position. Therefore, each position contains one or more boxes, each of which can contain a maximum of five physical content items.

1. Click Physical then Configure from the Top menu. Click Types then Location

Types . Permissions: The PCM.Admin.Manager right and the PCM.Admin.LocationTypes right are needed to perform this action. These rights are assigned by default to the PCM Administrator role. Important: Reordering location types does not affect existing storage locations. You must remove the existing storage locations and rebuild the storage environment if you want it to match the reordered location types. Permissions: The PCM.Admin.Manager right and the PCM.Admin.LocationTypes right are needed to perform this example. These rights are assigned by default to the PCM Administrator role. Configuring Physical Content Management 8-7 The Configure Location Types Page is displayed.

2. Click Add.

The Create or Edit Location Type Page is displayed.

3. In the Location Type ID field, type Archive.

4. In the Name field, type Box.

5. In the Description field, type a description of the location type optional.

6. In the Tooltip field, type a tooltip for the location type optional.

7. Make sure the Allow storage of content default box is selected, and enter 5 in

the Content Items Allowed field. 8. In the Images list, choose the storage_box_lg.gif icon image. This image is used to indicate the location type of storage locations in the Browse Storage tree in the Trays layout.

9. Click OK.

A message is displayed saying the location type was created successfully, along with the properties of the newly created location type.

10. Click OK.

The Configure Location Types Page is displayed with the new location type Box added to the bottom of the list of location types.

8.4 Configuring Object Types

Object types define the types of items storage locations can hold. The out-of-the-box Physical Content Management functionality comes with several predefined object types, but new types can be created. When creating a physical item, specify its object type. If you select an object type that is not allowed for the assigned storage location, an error message is displayed and you cannot check in the physical item. Object types can hold other object types. For example, the predefined Box object type can hold the following predefined object types: Folder, Optical, Micro, Document, and Tape. Relationships between object types are defined on the Edit Object Type Relationships Page .

8.4.1 Predefined Object Types

The out-of-the-box Physical Content Management functionality comes with the following predefined object types: ■ All any of the predefined object types, including custom types. Note that an All object type cannot be assigned to a physical item in this version of the software. ■ Box ■ Document ■ Folder ■ Micro ■ Optical ■ Tape