It is possible to set up a schedule to perform retention-related tasks at times that are more convenient for your environment. This chapter discusses scheduling tasks that can be performed at a later time. It covers the following topics:
Important:
If jobs were scheduled in previous versions of this product, those jobs must be rescheduled. Schedule times and frequency are not automatically assigned when the product is updated.Some of the tasks performed may involve large sets of content. Tasks such as processing retention assignments, performing archives, or customizing metadata may interfere with normal daily operations or put a heavy load on the system, which is undesirable during regular business hours.
With the scheduling feature tasks can be set to be performed at a later time, during off-peak times on the system. Freezes can also be scheduled to be performed at specific times. For details about creating a freeze, see the Oracle WebCenter Content Setup Guide for Records.
For details about viewing scheduled updates and searches, see Section 4.2, "Updating Information."
The following changes have been made to scheduling from previous versions of this product:
Dispositions can no longer be scheduled and will be removed from any schedule after upgrading. See the Oracle WebCenter Content Setup Guide for Records for details about dispositions.
Scheduled freezes are migrated but they are not functional if the search engine type was changed (for example, from database to Oracle Text Search).
Scheduled screening reports are migrated but they must be modified to use the correct query and the correct report template. If a template is not chosen a default template is used.
Scheduled freeze notifications are not rescheduled after upgrading. The notifications should be resubmitted.
This section discusses the following scheduling tasks:
The scheduling functionality is discussed in detail in the Oracle WebCenter Content User's Guide for Records. This section provides an abbreviated overview of the process.
To schedule a screening report, first screen for information using the screening function. Select the source then choose the scheduling criteria such as name for the report, start date, indication if it will recur, and the recurrence frequency for the report. You can also subscribe to the report and be notified when the report is generated.
The screening report is then put in the queue of actions to be performed. All scheduled screening reports are generated daily at midnight by default.
To edit a recurring scheduled screening report, complete the following steps:
Choose Records then Scheduled then Screening Reports from the Top menu.
The Scheduled Screening Reports Page opens.
Choose an Edit option in the Actions menu of the screening report to modify:
Edit schedule: Change the scheduling criteria for the job. After clicking, the Edit Recurring Report Schedule Page opens. Change any schedule details and click Submit Update when done.
Edit criteria: Used to change the criteria used for screening. After clicking, the Screen for Topic Page opens. Choose the new criteria for screening and click Submit Update.
Edit subscription: If the user is subscribed to the report, that subscription can be changed to include other users or a group of users. Choose the new users and click OK when done.
To view the history of recurring scheduled screening reports, complete the following steps:
Choose Records then Scheduled then Scheduled Screening Reports from the Top menu.
The Scheduled Screening Reports Page opens.
Choose Report History in the Actions menu of the recurring screening report whose history will be viewed.
The View History Page opens.
To view a report, click its link in the Name column.
Use this procedure to schedule a recurring freeze of selected items. This optional feature will freeze any new items that match the search criteria specified from the search page.
To unschedule a freeze, select Records then Scheduled then Freezes. Select Unschedule from the Action menu of the scheduled freeze.
Search for the items to include in the scheduled recurring freeze.
On the Search Results page, choose Edit then Freeze All Search Results from the Table menu.
A dialog is displayed. Select the freeze reason from the list.
Enter a freeze reason (optional).
Select Schedule Recurring Freeze Inclusion then click OK.
The Scheduled Freezes Page opens.
Follow this procedure to view a list of all scheduled jobs (reports, freezes, and any other Oracle WebCenter Content scheduled jobs).
Choose Administration then Scheduled Jobs Administration from the Main menu. Choose Active Scheduled Jobs.
The Scheduled Jobs Listing Page opens, showing all scheduled jobs.
To view details about a particular job, click the Info icon for that job. To edit details about the scheduled job, select Edit from the Actions menu for a particular item.
The Job Information Page/Edit Job Information Page opens. This page can be used to edit job details such as priority, the type of job, and so forth. See the Oracle WebCenter Content System Administrator's Guide for Content Server for more details.