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Oracle® Fusion Middleware Administrator's Guide for Universal Records Management
11g Release 1 (11.1.1)

Part Number E10789-01
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1 Introduction

This section covers the following topics:

1.1 About This Guide

This guide provides instructions to administer the product software. In general, it does not contain details about setting up the product. For example, this guide contains instructions for processing dispositions (those rules used to manage content life cycles), but it does not contain instructions for creating those dispositions. Details about setting up the software is contained in the Oracle Fusion Middleware Setup Guide for Universal Records Management.

A glossary of frequently used terms is also included in the Oracle Fusion Middleware Setup Guide for Universal Records Management.

Details about processes are contained in either this guide or the Oracle Fusion Middleware User's Guide for Universal Records Management. If a task can only be accomplished by users with administrative privileges, that task is discussed in the Administrator's Guide. If the task can be accomplished by users with administrative or user privileges, it is discussed in the User's Guide.

The information contained in this document is subject to change as the product technology evolves and as hardware, operating systems, and third-party software are created and modified.

This guide assumes you are using the Trays layout and that you have some familiarity with Oracle UCM and its use. References to Fusion Middleware documentation are made throughout this documentation to assist in finding the information.

In this document and other documents in this product set, the terms "content" and "record" are synonymous and can be used interchangeably.

1.2 About This Product

Oracle Universal Records Management (Oracle URM) is an enterprise-wide 5015.2 Chapter 2 and Chapter 4 certified electronic and physical records management system. It provides a single application that can be used to create and administer the information life cycle for both physical and electronic information. It allows organizations to apply retention policies as well as legal discovery and holds to relevant content across the enterprise, from e-mail attachments and content stored in file servers to physical records in a warehouse.

It also has a framework for extension to other repositories via adapters. This guide discusses records management features in both Oracle UCM and Oracle URM. Features involving physical content management and external adapter management are only available when Oracle URM is installed.

The following options are available after installing the software:

Throughout this documentation, the term "Oracle URM" refers to those features available in the majority of configuration scenarios. The features available at your site will vary depending on the options chosen during configuration.

1.3 What's New

Previous versions of this software were divided into two editions:

As of this release, much of the product functionality has been merged and functionality can be chosen after installation by selecting different features for configuration.

The classification scheme hierarchy functionality for use with the Model Requirements for the Management of Electronic Records (MoReq2) specification is also new for this release. This functionality can be enabled by setting a configuration variable.

Sites which are upgrading from previous versions of the software will see increased flexibility and functionality. Specific differences are available in the Installation Guide for the product.

The following list discusses some specific changes to the product from previous releases. The features will vary depending on the options chosen at installation:

1.3.1 Conceptual Changes in this Product

In previous releases of this product, the term 'record' was used to designate those items of content which could not be revisioned. Therefore, a designation was made between 'content' and 'records'.

In this release, any item of content can be revisioned if revisioning is allowed. One of the initial setup choices is to allow revisions or to prohibit revisions of content. You can now finely tune which categories, folders, and content are revisionable, editable, or which can be deleted. Content, categories, and folders are no longer designated as 'record categories' or 'record folders'.

1.3.2 Documentation Changes in this Product

The documentation set for this product has been substantially revised to reflect new functionality and changes.

In addition, several task descriptions have been moved from the administrative guides. Any task which can be performed by either a user or a privileged user (administrator or user with other administrative privileges) is now documented in the Oracle Fusion Middleware User's Guide for Universal Records Management.

1.4 Using Help

In addition to the guides provided with the product, you can access information about product functionality with context-sensitive tooltips, quick help, and the help menu.

1.4.1 Tooltips

If the mouse cursor is held over a field label in a web browser, context-sensitive information on the field label is displayed. A question mark is displayed then the tooltip appears.

Figure 1-1 Field Label Tooltip

Surrounding text describes Figure 1-1 .

When using Netscape or Firefox as a web browser, tooltips are also available for items in options lists, provided the list items are not custom entries.

Figure 1-2 Option List Item Tooltip (Only Supported by Netscape and Mozilla Browsers)

Surrounding text describes Figure 1-2 .

1.4.2 Quick Help

Click the Quick Help button where available on pages and screens to view context-sensitive help for that page or screen.