Contents

Title and Copyright Information

Preface

1 Introduction

2 Introduction to Records and Retention Management

3 Setting Up the Software

4 Interface Overview

5 Setting Up Security

6 Additional Security Settings

7 Configuration Options

8 Configuring Physical Content Management

9 Setting Up PCM Storage Space

10 Setting Up a Retention Schedule

11 Setting up Triggers

12 Configuring Time Periods

13 Creating Custom Metadata

14 Defining Disposition Instructions

15 Setting Up Freezes

16 The Oracle UCM Adapter

A User Interface

B Summary of Security Rights and Roles

C Customizing Your System

Glossary

Index