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Oracle® WebCenter Content Setup Guide for Records
11g Release 1 (11.1.1)

Part Number E10640-03
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1 Introduction

This section covers the following topics:

1.1 About This Guide

This guide provides detailed instructions to set up and administer the product software. In general, it does not contain details about processing information. For example, this guide contains instructions for setting up dispositions (those rules used to manage content life cycles), but it does not contain instructions for processing those dispositions.

Details about processes are contained in either the Oracle WebCenter Content Administrator's Guide for Records or the Oracle WebCenter Content User's Guide for Records. 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 WebCenter Content and its use. References to appropriate 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 are used interchangeably.

1.2 About This Product

Oracle WebCenter Content: Records 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.

The following options are available after installing the software:

This documentation describes 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

The 10g version (and older versions) of this software were divided into two editions:

As of the 11g release, much of the product functionality has been merged and functionality can be chosen after installation by selecting different features for installation and 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 that 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 in use at your site 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 that 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 that can be performed by either a user or a privileged user (administrator or user with other administrative privileges) is now documented in the Oracle WebCenter Content User's Guide for Records.

1.4 Using Help

In addition to the guides provided with the product, information about product functionality is available 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 about the field label open. A question mark is displayed then the tooltip appears.

Figure 1-1 Field Label Tooltip

Surrounding text describes the field label tooltip.

When using Netscape or Firefox as a web browser, tooltips for items in options lists are available as well, 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 the option list tooltip.

1.4.2 Quick Help

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