Index
A B C D E F G H I L M N O P R S T U V W X
A
- Access Control List Edit Screen, A.4.2
- Access Control Lists, 3.5.3
- access control lists (ACLs), 5.8
- Accession Deletion (disposition action), 14.6.3
- ACL, 3.5.3
- ACLs, 5.8.1
- Activate (disposition action), 14.6.3
- Activated trigger, 14.4.2
- Adapter
-
- as-needed synchronization, 16.3.1
- configuration, 16.2
- configure providers, 16.2.1
- configure sources, 16.2.1
- data synchronization, 16.3
- define outgoing provider, 16.2.1.1
- deleting outgoing provider, 16.2.1.4
- disabling outgoing provider, 16.2.1.3
- editing outgoing provider, 16.2.1.2
- managing fields, 16.2.2
- registering external source, 16.2.1.5
- schedule synchronization, 16.3.2
- synchronization logs, 16.3.3
- unregistering external source, 16.2.1.6
- viewing external URM source configuration settings, 16.2.1.7
- viewing outgoing provider configuration settings, 16.2.1.8
- adapter
-
- communications, 16.1.2
- configuration, 16.1.2
- logging, 16.1.2
- query function, 16.1.2
- registration, 16.1.2
- repository monitoring, 16.1.2
- retention functions, 16.1.2
- role with URM, 16.1.2
- tasks
-
- disposition holds, 16.1.2
- disposition of content, 16.1.2
- repository searching, 16.1.2
- with URM, 16.1.2
- Add/Edit New Provider Page, A.12.2
- Admin rights
-
- AllowDispositionUpgrade/Downgrade, 5.12.5
- Audit, 5.12.5
- Classification Guide, 5.12.5
- ClassificationGuide, 5.12.5
- ConfigureLinks, 5.12.5
- CustomDispositionActions, 5.12.5
- GetAllFilePlan, 5.12.6
- NoRmaSecurity, 5.12.5
- PerformActions, 5.12.5
- PerformPendingReviews, 5.12.5
- PrivilegedEnvironment, 5.12.5
- RecordManager, 5.12.5
- Reports, 5.12.5
- RetentionScheduleArchive, 5.12.5
- Screening, 5.12.5
- SecurityClassifications, 5.12.5
- SelectAuthor, 5.12.5
- SelectMeta, 5.12.5
- ShareFavorites, 5.12.5
- Triggers, 5.12.5
- admin rights, 5.12.5
- Admin Tab, 5.12.5
- Administer Classification Topic Page, A.4.7.4
- Admin.Location.Types right, 5.12.7
- Admin.Manager right, 5.12.7
- Admin.PrintLabel right, 5.12.7
- Advanced Custom Security Dialog, A.4.6.4
- aliases, 5.7
- AllowDispositionUpgrade/Downgrade right, 5.12.5
- allowing storage of content, A.5.2.2, A.5.2.5
- Approve Deletion (disposition action), 14.6.2
- Archive (disposition action), 14.6.4
- archive metadata format, A.2
- archives
-
- rights required for, 5.3.12
- Assigned Rights Page, A.4.1
- attribute inheritance, 10.1.2.2
-
- disposition instructions, 10.1.2.5
- frozen content status, 10.1.2.6
- frozen folder status, 10.1.2.6
- permanent status, 10.1.2.4
- review status, 10.1.2.3
- Audit Approval indirect trigger, 11.2.5
- Audit Approval trigger, 14.4.3
- Audit right, 5.12.5
- audit trail
-
- rights required for, 5.3.14
- authentication
-
- LDAP, 3.1.3
- AutoStorageNumberWidth parameter, 9.3.2
- Available (storage object status), 9.2.2.4
B
- barcode
-
- data files, C.2.2
- editing data files, C.2.2
- barcode labels
-
- storage locations, A.5.2.5
- barcode values for users, 5.13
- Barcode.Process right, 5.12.7
- basic concepts, 2.2
-
- retention schedules, 2.2
- basic processes, 2.5
- batch services, A.3, A.3
- Bay, 8.3.1, 9.2.1
- blocking storage locations, 9.1
C
- calendar periods, 12.2.1
- canceling
-
- trigger, 14.4.2
- canceling the reservation of storage locations, 9.3.7
- categories
-
- creating, 10.3.1.1
- definition, 2.2
- deleting, 10.3.1.6
- moving, 10.3.1.5
- rights required for, 5.3.10
- setting up, 10.3
- viewing information about, 10.3.1.2
- viewing metadata history of, 10.3.1.3
- category disposition workflow, 7.3
-
- creation, 7.3.2.1
- Category rights
-
- Create, 5.12.2
- Delete, 5.12.2
- Edit, 5.12.2
- EditReview, 5.12.2
- Move, 5.12.2
- category rules
-
- workflow review, 14.3
- Category Tab, 5.12.1
- CBC Tab, 5.12.6
- ChargeBacks.Adjust right, 5.12.6
- ChargeBacks.Admin right, 5.12.6
- Chargebacks.Create right, 5.12.5
- ChargeBacks.Delete right, 5.12.6
- Chargebacks.Edit right, 5.12.6
- ChargeBacks.MarkPaid right, 5.12.6
- ChargeBacks.PrintInvoices right, 5.12.6
- Chargebacks.Read right, 5.12.6
- Checkin New Revision (disposition action), 14.6.3
- checking in internal content item, A.3
- checkout period, A.3
- classification
-
- definition, 2.2
- classification guide
-
- definition, 2.2
- Classification Guide Information Page, A.4.7.3
- Classification Guide right, 5.12.5
- classification guides, 6.4
-
- creating, 6.4.2.1
- deleting, 6.4.2.2
- overview, 6.4.1
- rights required for, 5.3.5
- setting up, 6.4
- viewing information about, 6.4.2.3
- classification levels, 6.2.1.1
-
- Confidential, 6.2.1.1.3
- Secret, 6.2.1.1.2
- security hierarchy, 6.2.1.2
- Top Secret, 6.2.1.1.1
- classification markings, see security classifications, 6.2
- Classification Topic Information Page, A.4.7.7
- classification topics
-
- creating, 6.4.2.4
- deleting, 6.4.2.6
- editing settings, 6.4.2.5
- viewing information about, 6.4.2.7
- ClassificationGuide right, 5.12.5
- classified content, 2.1.4.2
- classified levels
-
- security hierarchy, 6.2.1.2
- classified records, 6.2.1
- classified security
-
- enabling, 6.2.2.1
- Close (disposition action), 14.6.3
- completed reservation requests, A.3
- Confidential classification level, 6.2.1.1.3
- configuration
-
- assigning rights to user roles, 5.11
- barcode values for users, 5.13
- categories, 10.3
- custom direct triggers, 11.3.2
- custom security fields, 6.3
- default metadata values, 8.6
- DIS, 7.4
- fiscal calendar, 7.1.1
- folders, 10.4
- freezes, 15.1
- location types, 8.3
- management settings, 7.1, 11.1
- media types, 8.5
- modifying reservations, A.3
- object types, 8.4
- periods, 12.1
- retention schedules, C.1.4
- security preferences, 5.10
- series, 10.2
- system-wide, 3.6
- triggers, 11.1
- configuration settings
-
- batch services, A.3
- default checkout period, A.3
- default request priority, A.3
- default transfer method, A.3
- delete completed requests, A.3
- deleting reservations, A.3
- internal content item for reservation workflow, A.3
- offsite functionality, A.3
- request history period, A.3
- updating request waiting list, A.3
- configuration variables
-
- AllowRetentionPeriodWithCutoff, 7.5.7
- HideVitalReview, 7.5.10
- NumberOfStorageTypeRootsToShow, 9.1
- RecordsManagementNumberOverwriteOnDelete, 7.5.4
- RMAHideExternalFieldsFromCheckInUpdate, 7.5.6
- RMAHideExternalFieldsFromSearchInfo, 7.5.5
- RmaNotifyDispReviewerAndCatAuthor, 7.5.2
- RmaNotifyReviewerAndAlternateReviewer, 7.5.3
- UieHideSearchCheckboxes, 7.5.1
- Configure Classification Guide Page, A.4.7.1
- Configure Custom Security Page, A.4.6.1
- Configure Dispositions Page, A.10.1.1
- Configure Location Types Page, A.5.2.1
- Configure Media Type Page, A.5.1.5
- Configure Object Types Page, A.5.1.1
- Configure Periods Page, A.8.1
- Configure Physical Settings Page, A.3
- Configure Report Element Page, A.13.2
- Configure Report Sources Page, A.13.5
- Configure Reports Settings Page, A.13.1
- Configure Retention Settings Page, A.2
- Configure Scheduled Events Page, A.12.8
- Configure Security Classification Page, A.4.5.1
- Configure Supplemental Markings Page, A.4.4.1
- Configure Topic Settings Page, A.4.7.6
- Configure Triggers Page, A.7.1
- ConfigureLinks right, 5.12.5
- Configuring Custom Barcode Page, A.5.2.6
- configuring dispositions
-
- overview, 3.9.2
- configuring management settings, 7.1, 11.1
- configuring triggers
-
- overview, 3.9.1
- content
-
- classified, 2.1.4.2
- declassified, 2.1.4.2
- external, 2.1.4.1, 2.1.4.1
- internal, 2.1.4.1, 2.1.4.1
- life cycle, 2.1.3
- overview, 2.1
- unclassified, 2.1.4.2
- content items
-
- searching for frozen, 15.1.1.6
- subject to review, 2.1.4.3
- Content Items Allowed option, A.5.2.2
- content link
-
- definition, 2.2
- content retention, 2.1.2.1
- content state, 11.1.1.3, 11.1.1.3
- copying retention category, 10.3.1.4
- Create Content Server Archive (disposition action), 14.6.4
- Create Custom Barcode Dialog, A.5.2.7
- Create Storage Page, A.5.2.5
- Create Volume (disposition action), 14.6.4
- Create/Edit Batch Storage Import File Page, A.5.2.8
- Create/Edit Classification Guide Page, A.4.7.2
- Create/Edit Classification Topic Page, A.4.7.5
- Create/Edit Custom Security Field Page, A.4.6.2
- Create/Edit Disposition Action Page, A.10.1.2
- Create/Edit Freeze Page, A.10.2.2
- Create/Edit Indirect Trigger Date Entries Page, A.7.5
- Create/Edit Location Type Page, A.5.2.2
- Create/Edit Media Type Page, A.5.1.6
- Create/Edit Metadata Field Page, A.9.3, A.9.4
- Create/Edit Object Type Page, A.5.1.2
- Create/Edit Period Page, A.8.2
- Create/Edit Records Folder Page, A.6.4.1
- Create/Edit Retention Category Page, A.6.3.1
- Create/Edit Security Classification Page, A.4.5.2
- Create/Edit Series Page, A.6.2.1
- Create/Edit Supplemental Marking Page, A.4.4.2
- Create/Edit Trigger Type Page, A.7.2
- creating
-
- calendar periods, 12.2.1
- categories, 10.3.1.1
- classification guides, 6.4.2.1
- classification topics, 6.4.2.4
- custom category metadata fields, 13.2.1
- custom folder metadata fields, 13.2.1
- custom security fields, 6.3.2.2, 6.3.2.3
- dispositions rules, 14.9.2
- folders, 10.4.2.1, 10.4.2.2
- location type, 8.3.3
- media types, 8.5.2
- object types, 8.4.2
- security classifications, 6.2.2.2
- series, 10.2.1.1
- storage locations (batch), 9.3.2
- storage locations (single), 9.3.1
- supplemental markings, 6.1.2.2
- triggers, 11.2.1
- creating custom barcodes, C.2.1
- custom barcodes, C.2, C.2.1
- custom category metadata fields
-
- creating, 13.2.1
- custom direct triggers
-
- examples, 11.3.2
- overview, 11.1.4
- setting up, 11.3.2
- custom disposition actions
-
- creating, C.1.1.1, C.1.1.1
- deleting, C.1.2, C.1.2
- custom dispositions
-
- creating, C.1.1.1
- deleting, C.1.1.3
- editing, C.1.1.1
- viewing information about, C.1.1.2
- custom folder metadata fields
-
- creating, 13.2.1
- custom metadata field
-
- mapping, 16.2.2.1
- custom metadata fields
-
- creating, 13.2.1, 13.2.1
- deleting, 13.2.3
- custom periods
-
- deleting, 12.2.4
- examples, 12.2.5
- custom report sources
-
- editing, C.4.2
- custom report templates
-
- creating, C.4.1
- custom reports, C.4
-
- sources, C.4.2
- templates, C.4.1
- XML data files, C.4.3
- Custom Security Field Information Page, A.4.6.3
- custom security fields, 6.3
-
- creating, 6.3.2.2, 6.3.2.3
- deleting, 6.3.2.5
- enabling, 6.3.2.1
- examples, 6.3.3
- overview, 6.3.1
- setting up, 6.3
- viewing information about, 6.3.2.4
- custom supplemental markings, 6.3.1
- custom triggers, 11.1.2
- CustomDispositionActions right, 5.12.5
- customization
-
- location type icons, 8.3.2.1
- cutoff, 2.1.3, 14.7
- Cutoff (disposition action), 14.6.3
- Cutoff and Create Volume, 14.6.3
D
- date entries for indirect triggers, 11.2.5, 11.2.6
- declassification time frame, 6.2.2.5
- declassified content, 2.1.4.2
- Declassified Date trigger, 14.4.2
- declassified records, 6.2.1
- Declassify (disposition action), 14.6.1
- default alias lists, 5.7
- Default Checkout Period setting, A.3
- Default Metadata for Checked-in Reservation Entries Page, A.5.2.4
- default metadata values, 8.6
- Default Request Priority setting, A.3
- Default Transfer Method setting, A.3
- defaults
-
- checkout period, A.3
- location types, 8.3.1
- media types, 8.5.1
- metadata for reservations, 8.6, 8.6.1
- object types, 8.4.1
- request history period, A.3
- request priority, A.3
- transfer method, A.3
- defining
-
- date entries for indirect triggers, 11.2.5
- definition
-
- classification, 2.2
- classification guide, 2.2
- content link, 2.2
- disposition, 2.2
- disposition instruction, 2.2
- freeze, 2.2
- record folder, 2.2
- retention category, 2.2
- series, 2.2
- time period, 2.2
- trigger, 2.2
- Delete All Revisions (disposition action), 14.6.2
- Delete Approved trigger, 14.4.2
- Delete Old Revisions (disposition action), 14.6.2
- Delete Previous Revision (disposition action), 14.6.2
- Delete Revision (disposition action), 14.6.2
- DeleteHistoryFile right, 5.12.4
- deleting
-
- categories, 10.3.1.6
- classification guides, 6.4.2.2
- classification topics, 6.4.2.6
- custom metadata fields, 13.2.3
- custom security fields, 6.3.2.5
- date entries for indirect triggers, 11.2.6
- dispositions rules, 14.9.5
- folders, 10.4.2.6
- location type, 8.3.5
- media types, 8.5.4
- object types, 8.4.4
- periods, 12.2.4
- security classifications, 6.2.2.4
- series, 10.2.1.5
- storage location, 9.3.5
- supplemental markings, 6.1.2.4
- triggers, 11.2.4
- Desktop Integration Suite
-
- configuration issues, 7.4
- disabling indirect trigger period, 11.2.7
- disposal, 2.1.2.4
- disposition
-
- definition, 2.2
- editing for specific item, 10.4.2.4
- event-based, 2.5
- time-based, 2.5
- time-event, 2.5
- Disposition Action Info Page, A.10.1.3
- disposition actions
-
- Accession, 14.6.3
- Activate, 14.6.3
- Approve Deletion, 14.6.2
- Archive, 14.6.4
- Checkin New Revision, 14.6.3
- Close, 14.6.3
- Create Content Server Archive, 14.6.4
- Create Volume, 14.6.4
- creating, C.1.1.1
- Cutoff, 14.6.3
- Cutoff and Create Volume, 14.6.3
- Declassify, 14.6.1
- Delete All Revisions, 14.6.2
- Delete Old Revisions, 14.6.2
- Delete Previous Revision, 14.6.2
- Delete Revision, 14.6.2
- deleting, C.1.2
- Downgrade Classification, 14.6.1
- Expire, 14.6.3
- Mark Related Content, 14.6.3
- Move, 14.6.4
- No Action, 14.6.3
- Notify Authors, 14.6.3
- Obsolete, 14.6.3
- Review Classification, 14.6.1
- Supersede, 14.6.3
- Transfer, 14.6.4
- Upgrade Classification, 14.6.1
- Disposition Actions Configuration Page, A.10.1.4
- Disposition Information Page, A.11.3
- disposition instruction
-
- definition, 2.2
- disposition instructions, 14.1
- Disposition Instructions Page, A.11.1
- Disposition Rule screen, A.11.2
- disposition rules, C.1.4
-
- copying, 14.9.3
- creating, 14.9.2
- deleting, 14.9.5
- inheritance, 10.1.2.5
- rights required for, 5.3.15
- disposition types
-
- overview, 3.9.2.1
- dispositions
-
- cutoffs, 14.7
- event, 14.2.1
- overview, 14.1
- precedence, 14.8
- retention periods, 14.7
- time, 14.2.2
- time-event, 14.2.3
- user-friendly captions, 14.9.1
- viewing information about, 14.9.4
- documentation, 1.4
- dodSkipCatFolderRequirement, 7.5.19
- Downgrade Classification (disposition action), 14.6.1
E
- ECM Tab, 5.12.8
- Edit Object Type Relationships Page, A.5.1.3
- Edit RMA Rights screen, A.4.3
- EditIfAuthor right, 5.12.3
- editing
-
- classification topic settings, 6.4.2.5
- folders, 10.4.2.3
- media types, 8.5.3
- object types, 8.4.2
- storage locations, 9.3.3
- editing folder disposition, 10.4.2.4
- editing location types, 8.3.3
- e-mail notification for freezes, 15.1.1.7, A.10.2.2
- Enabled Features Page, A.1.1
- enabling
-
- classified security, 6.2.2.1
- custom security fields, 6.3.2.1
- supplemental markings, 6.1.2.1
- user-friendly caption in dispositions, 14.9.1
- ERM Admin and ERM Requestor rights
-
- External.Create, 5.12.8
- External.Edit, 5.12.8
- External.Read, 5.12.8
- ERM Admin rights
-
- External.Admin, 5.12.8
- External.Delete, 5.12.8
- event dispositions, 2.5, 14.2.1
- examples
-
- custom direct triggers, 11.3.2
- custom periods, 12.2.5
- custom security fields, 6.3.3
- dispositions, 14.10
- Expire (disposition action), 14.6.3
- Expired trigger, 14.4.2
- Exploring Retention Schedule Page, A.6.1
- external authentication provider, 3.1.3
- external content, 2.1.4.1, 2.1.4.1
- external items, 2.2
- external source
-
- registering, 16.2.1.5
- unregistering, 16.2.1.6
- external URM source
-
- viewing configuration settings, 16.2.1.7
- External.Admin right, 5.12.8
- External.Create right, 5.12.8
- External.Delete right, 5.12.8
- External.Edit right, 5.12.8
- External.Read right, 5.12.8
F
- features of Physical Content Management, 2.3
- Fields for Metadata Page, A.9.2
- filing date, 2.1.3
- fiscal calendar, 7.1.1
- Folder rights
-
- Create, 5.12.3
- Delete, 5.12.3
- Edit, 5.12.3
- EditIfAuthor, 5.12.3
- EditReview, 5.12.3
- Freeze/Unfreeze, 5.12.3
- Move, 5.12.3
- Open/Close, 5.12.3
- Read, 5.12.3
- UndoCutoff, 5.12.3
- folder state, 11.1.1.3
- Folder Tab, 5.12.2, 5.12.3
- folders
-
- creating, 10.4.2.1, 10.4.2.2
- definition, 2.2
- deleting, 10.4.2.6
- editing, 10.4.2.3
- examples, 10.4.3.1
- moving, 10.4.2.5
- overview, 10.4.1
- rights, 5.12.3
- rights required for, 5.3.11
- setting up-, 10.4
- format of archived metadata, A.2
- Formerly Restricted Data supplemental marking, 6.1.2.6
- freeze
-
- definition, 2.2
- Freeze Configuration Page, A.10.2.1
- Freeze Information Page, A.10.2.3
- freezes
-
- creating, 15.1.1.1
- deleting, 15.1.1.3
- e-mail notification, 15.1.1.7, A.10.2.2
- searching for frozen items, 15.1.1.6
- setting up, 15.1
- unfreezing, 15.1.1.4, 15.1.1.5, 15.1.1.5
- viewing information about, 15.1.1.2
- freezing
-
- folios, 15.1.1.4
- freezing items, 15.1.1.4
- Frozen Content Page, A.10.2.4
- Frozen Item Page, A.10.2.4
- frozen items, 15.1.1.6
G
- GetAllFilePlan right, 5.12.6
- glossary, Glossary
H
- hiding
-
- series, 10.2.1.3
- hierarchy
-
- classification levels, 6.2.1.2
- retention schedule plan, 10.1.2.1
I
- icons
-
- customization, 8.3.2.1
- location types, 8.3.1, 8.3.2, 9.2.2.1
- image of location type, A.5.2.2
- Indirect Trigger Date Entries Page, A.7.4
- indirect triggers
-
- date entries, 11.2.5, 11.2.6
- defining date entries, 11.2.5
- deleting date entries, 11.2.6
- disabling trigger period, 11.2.7
- overview, 11.1.5
- setting up Audit Approval trigger, 11.2.5
- information
-
- categories, 10.3.1.2
- classification guides, 6.4.2.3
- classification topics, 6.4.2.7
- custom security fields, 6.3.2.4
- dispositions, 14.9.4
- items in storage locations, 9.3.8
- periods, 12.2.2
- series, 10.2.1.2
- storage locations, 9.3.4
- supplemental markings, 6.1.2.3
- triggers, 11.2.2
- inheritance of attributes, 10.1.2.2
-
- disposition instructions, 10.1.2.5
- frozen content status, 10.1.2.6
- frozen folder status, 10.1.2.6
- permanent status, 10.1.2.4
- review status, 10.1.2.3
- interface
-
- Access Control Edit Section, A.4.2
- Add/Edit New Provider Page, A.12.2
- Administer Classification Topic Page, A.4.7.4
- Advanced Custom Security Dialog, A.4.6.4
- Assigned Rights Page, A.4.1
- Classification Guide Information Page, A.4.7.3
- Classification Topic Information Page, A.4.7.7
- Configure Classification Guide, A.4.7.1
- Configure Custom Security Page, A.4.6.1
- Configure Dispositions Page, A.10.1.1
- Configure Location Types Page, A.5.2.1
- Configure Media Type Page, A.5.1.5
- Configure Object Types Page, A.5.1.1
- Configure Periods Page, A.8.1
- Configure Physical Settings Page, A.3
- Configure Report Element Page, A.13.2
- Configure Report Sources Page, A.13.5
- Configure Reports Settings Page, A.13.1
- Configure Retention Settings Page, A.2
- Configure Scheduled Events Page, A.12.8
- Configure Security Classification Page, A.4.5.1
- Configure Supplemental Markings Page, A.4.4.1
- Configure Topic Settings Page, A.4.7.6
- Configure Triggers Page, A.7.1
- Configuring Custom Barcode Page, A.5.2.6
- Create Custom Barcode Dialog, A.5.2.7
- Create Object Type Page, A.5.1.2
- Create Storage Page, A.5.2.5
- Create/Edit Batch Storage Import File Page, A.5.2.8
- Create/Edit Classification Guide Page, A.4.7.2
- Create/Edit Classification Topic Page, A.4.7.5
- Create/Edit Custom Security Field Page, A.4.6.2
- Create/Edit Disposition Action Page, A.10.1.2
- Create/Edit Freeze Page, A.10.2.2
- Create/Edit Indirect Trigger Date Entries Page, A.7.5
- Create/Edit Location Type Page, A.5.2.2
- Create/Edit Media Type Page, A.5.1.6
- Create/Edit Metadata Field Page, A.9.3, A.9.4
- Create/Edit Period Page, A.8.2
- Create/Edit Records Folder Page, A.6.4.1
- Create/Edit Retention Category Page, A.6.3.1
- Create/Edit Security Classification Page, A.4.5.2
- Create/Edit Series Page, A.6.2.1
- Create/Edit Supplemental Marking Page, A.4.4.2
- Create/Edit Trigger Type Page, A.7.2
- Custom Security Field Information Page, A.4.6.3
- Default Metadata for Checked-in Reservation Entries Page, A.5.2.4
- Disposition Action Info Page, A.10.1.3
- Disposition Actions Configuration Page, A.10.1.4
- Disposition Information Page, A.11.3
- Disposition Instructions page, A.11.1
- Disposition Rule screen, A.11.2
- Edit Object Type Relationships Page, A.5.1.3
- Edit RMA Rights screen, A.4.3
- Enabled Features Page, A.1.1
- Exploring Retention Schedule Page, A.6.1
- Fields for Metadata Page, A.9.2
- Freeze Configuration Page, A.10.2.1
- Freeze Information Page, A.10.2.3
- Frozen Item Page, A.10.2.4
- Indirect Trigger Date Entries Page, A.7.4
- Map Custom FieldspPage, A.12.6
- Map/Edit Custom Field Dialog, A.12.7
- Media Type Information Page, A.5.1.8
- Metadata History Page (categories), A.6.3.3
- Metadata Information Page, A.9.5
- Metadata List Page, A.9.1
- Object Type Information Page, A.5.1.4
- Period Information Page, A.8.3
- Period Reference Page, A.8.4
- Physical Items Pages, A.5.2.12
- Provider Information Page, A.12.4
- Provider List Page, A.12.3
- Records Folder Information Page, A.6.4.2
- Register Source Page, A.12.1
- Retention Category Information Page, A.6.3.2
- Security Classification Information Page, A.4.5.3
- Security Classification Reference Page, A.4.5.4
- Select Media Type Page, A.5.1.7
- Select Retention Series screen, A.6.2.3
- Select Storage Location dialog, A.5.2.9
- Series Information Page, A.6.2.2
- Setup Checklist Page, A.1.2
- Source Configuration Information Page, A.12.5
- Storage Information Page, A.5.2.11
- Supplemental Marking Information Page, A.4.4.3
- Synchronization Log Page, A.12.9
- Trigger Information Page, A.7.3
- XML Data Dialog, A.13.6
- internal content, 2.1.4.1, 2.1.4.1
L
- labels
-
- storage locations, 9.3.9
- Last New Record Added trigger, 14.4.2
- layouts supported, 2.4
- layouts supported in product, 2.4
- LDAP, 3.1.3
- lifecycle of retained content, 2.1.3
- links
-
- rights required for, 5.3.16
- Location Type Information Page, A.5.2.3
- location types, 9.2.2.1
-
- allowing storage of content, A.5.2.2
- configuration, 8.3
- creating --, 8.3.3
- customization of icons, 8.3.2.1
- deleting --, 8.3.5
- example, 8.3.7
- icons, 8.3.1, 8.3.2
- image, A.5.2.2
- predefined --, 8.3.1
- reordering --, 8.3.6
- viewing information about --, 8.3.4
M
- Map Custom Fields Page, A.12.6
- Map/Edit Custom Field Dialog, A.12.7
- mapped metadata field
-
- editing, 16.2.2.2
- Maximum Items Allows option, A.5.2.5
- Media Type Information Page, A.5.1.8
- media types
-
- configuration, 8.5
- creating --, 8.5.2
- deleting --, 8.5.4
- editing --, 8.5.3
- overview, 8.5
- predefined --, 8.5.1
- viewing information about --, 8.5.3
- metadata
-
- default values for --, 8.6
- metadata field information, 13.2.2
- metadata for reservations, 8.6, 8.6.1
- metadata history
-
- categories, 10.3.1.3
- Metadata History Page
-
- categories, A.6.3.3
- Metadata Information Page, A.9.5
- Metadata List Page, A.9.1
- mobile bar code reader, C.3
- Move (disposition action), 14.6.4
- moving
-
- categories, 10.3.1.5
- folders, 10.4.2.5
- series, 10.2.1.4
N
- names of batch-created --, 9.3.2
- names of batch-created storage locations, 9.3.2
- navigating retention schedule, 10.1.3
- new features, 1.3
- New Revision Date trigger field, A.7.2
- No Action (disposition action), 14.6.3
- No Longer Latest Revision trigger, 14.4.2
- non-permanent item, 2.1.4.3
- NoPostFilterSearch right, 5.12.5
- NoRmaSecurity right, 5.12.5
- notification
-
- freezes, A.10.2.2
- notification reviewer, A.11.2
- Notify Authors (disposition action), 14.6.3
- NumberOfStorageTypeRootsToShow parameter, 9.1
O
- Object Type Information Page, A.5.1.4
- object types, A.5.2.5
-
- configuration, 8.4
- creating --, 8.4.2
- deleting --, 8.4.4
- editing, 8.4.2
- editing relationships between --, 8.4.5
- overview, 8.4
- predefined --, 8.4.1
- viewing information about --, 8.4.3
- obsolete
-
- trigger, 14.4.2
- Obsolete (disposition action), 14.6.3
- Obsolete and Delete Approved trigger, 14.4.2
- Occupied (storage object status), 9.2.2.4
- offsite processing workflow, 7.3
- offsite storage workflow
-
- creation, 7.3.2.3
- Oracle Fusion Middleware
-
- using single sign-on, 3.1.5
- using SSL, 3.1.4
- using web services, 3.1.6
- Oracle Fusion Middleware application
-
- using LDAP authentication provider, 3.1.3
- order
-
- location types, 8.3.6
- order of security classifications, 6.2.2.3
- 'Other' storage location, 9.1
- outgoing provider
-
- defining, 16.2.1.1
- deleting, 16.2.1.4
- disabling, 16.2.1.3
- editing, 16.2.1.2
- viewing configuration settings, 16.2.1.8
- overview, 2.2
P
- PCM Admin and PCM Requestor rights
-
- Physical.Create, 5.12.7
- Physical.Edit, 5.12.7
- Physical.Read, 5.12.7
- Reservation.Create, 5.12.7
- Reservation.Edit, 5.12.7
- Reservation.Read, 5.12.7
- Storage.Read, 5.12.7
- Storage.Reserve, 5.12.7
- PCM Admin rights
-
- Admin.Location.Types, 5.12.7
- Admin.Manager, 5.12.7
- Admin.PrintLabel, 5.12.7
- Barcode.Process, 5.12.7
- ChargeBacks.Adjust, 5.12.6
- ChargeBacks.Admin, 5.12.6
- ChargeBacks.Create, 5.12.5
- ChargeBacks.Delete, 5.12.6
- ChargeBacks.Edit, 5.12.6
- ChargeBacks.MarkPaid, 5.12.6
- ChargeBacks.PrintInvoices, 5.12.6
- ChargeBacks.Read, 5.12.6
- Physical.Delete, 5.12.7
- Physical.Move, 5.12.7
- Reservation.Delete, 5.12.7
- Reservation.Process, 5.12.7
- Storage.Block, 5.12.7
- Storage.Create, 5.12.7
- Storage.Delete, 5.12.7
- Storage.Edit, 5.12.7
- PCM Tab, 5.12.7
- PerformActions right, 5.12.5
- PerformPendingReviews right, 5.12.5
- Period Information Page, A.8.3
- Period Reference Page, A.8.4
- periods
-
- calendar, 12.2.1
- deleting, 12.2.4
- examples, 12.2.5
- setting up, 12.1
- viewing information about, 12.2.2
- viewing references to, 12.2.3
- permanent items, 2.1.4.3
- Physical Content Management
-
- features, 2.3
- overview, 2.3
- Physical Content Manager
-
- barcode values for users, 5.13
- retention schedules, C.1.4
- physical items
-
- in storage locations, 9.3.8
- Physical Items Pages, A.5.2.12
- Physical.Create right, 5.12.7
- Physical.Delete right, 5.12.7
- Physical.Edit right, 5.12.7
- Physical.Move right, 5.12.7
- Physical.Read right, 5.12.7
- Position, 8.3.1, 9.2.1
- precedence of disposition instructions, 14.8
- Preceding Action trigger, 14.4.1
- preceding disposition action, 11.1.1.2
- printing labels
-
- storage locations, 9.3.9
- priority of reservation requests, A.3
- PrivilegedEnvironment right, 5.12.5
- product
-
- documentation, 1.4
- product overview, 2.2
- product processes, 2.5
- properties of storage objects, 9.2.2
- Provider Information Page, A.12.4
- Provider List Page, A.12.3
R
- record folder
-
- overview, 3.8.1.3
- Record rights
-
- Create, 5.12.4
- CreateLink, 5.12.4
- Delete, 5.12.4
- DeleteHistoryFile, 5.12.4
- Edit, 5.12.4
- EditReview, 5.12.4
- Freeze/Unfreeze, 5.12.4
- NoPostFilterSearch, 5.12.5
- Read, 5.12.4
- UndoCutoff, 5.12.4
- UndoRecord, 5.12.4
- Unlink, 5.12.4
- Upgrade/Downgrade, 5.12.4
- Record tab, 5.12.4
- RecordManager right, 5.12.5
- records
-
- classified, 6.2.1
- declassified, 6.2.1
- unclassified, 6.2.1
- records classification
-
- overview, 6.2.1
- Records Folder Information Page, A.6.4.2
- RecordsManagementNumberOverwriteOnDelete, 7.5.4
- references
-
- periods, 12.2.3
- security classifications, 6.2.2.6
- triggers, 11.2.3
- refining ACLs, 5.8.1
- Register Source Page, A.12.1
- relationships between object types, 8.4.5
- reordering
-
- location types, 8.3.6
- Report Checkin Page, A.13.3
- Report Template Page, A.13.4
- reports
-
- rights required for, 5.3.17
- Reports right, 5.12.5
- Request History Period setting, A.3
- request priority, A.3
- Rescinded trigger, 14.4.2
- resending freeze e-mail notification, 15.1.1.7
- reservation processing workflow, 7.3
-
- creation, 7.3.2.2
- Reservation.Create right, 5.12.7
- Reservation.Delete right, 5.12.7
- Reservation.Edit right, 5.12.7
- Reservation.Process right, 5.12.7
- Reservation.Read right, 5.12.7
- reservations, A.3
-
- default metadata for --, 8.6, 8.6.1
- delete completed requests, A.3
- deleting --, A.3
- modifying --, A.3
- storage locations, 9.3.7
- updating waiting list, A.3
- Reserved (storage object status), 9.2.2.4
- reserving storage locations, 9.3.7
- Restricted Data supplemental marking, 6.1.2.6
- retention, 2.1.2.3
- retention categories, see categories, 10, 10
- retention category
-
- copy, 10.3.1.4
- overview, 3.8.1.2
- Retention Category Information Page, A.6.3.2
- retention options, 3.4
- retention period
-
- overview, 3.9.2.3
- retention period cutoff, 11.1.1.1
- Retention Period Cutoff trigger, 14.4.1
- retention periods, 14.5, 14.7
- retention schedule, 2.2
-
- attribute inheritance, 10.1.2.2
- hierarchy, 10.1.2.1
- levels, 10.1.3
- management, 3.8.1
- navigation, 10.1.3
- setup, 3.8
- retention schedule components
-
- classification guides, 6.4
- custom direct triggers, 11.3.2
- freezes, 15.1
- periods, 12.1
- security classifications, 6.2
- triggers, 11.1
- retention schedules, C.1.4
- RetentionScheduleArchive right, 5.12.5
- Review Classification (disposition action), 14.6.1
- reviewing category rules, 14.3
- rights, 5.3
-
- administration, 5.12.5
- archives, 5.3.12
- assigning to user roles, 5.11, 5.11.1
- audit trail, 5.3.14
- categories, 5.3.10, 5.12.2
- classification guides, 5.3.5
- content management, 5.3.18
- custom barcode actions, 5.3.19
- custom dispositions, 5.3.19
- custom reports, 5.3.19
- disposition rules, 5.3.15
- folders, 5.3.11
- links, 5.3.16
- reports, 5.3.17
- required to perform tasks, 5.3
- screening, 5.3.13
- series, 5.3.9, 5.12.1
- supplemental markings, 6.1.1
- viewing assigned, 5.2
- RmaAddDocWhereClauseForScreening, 7.5.8
- RmaAllowKeepOrDestroyMetadataOption, 7.5.20
- RmaEnableFilePlan, 7.5.17
- RmaEnableFixedClone, 7.5.13
- RmaEnablePostFilterOnScreening, 7.5.18
- RmaEnableWebdavPropPatchOnExport, 7.5.11
- RmaFilePlanVolumePrefix, 7.5.16
- RmaFilePlanVolumeSuffix, 7.5.16
- RmaFixedClonesTitleSuffix, 7.5.14
- RMAHideExternalFieldsFromCheckInUpdate, 7.5.6
- RMAHideExternalFieldsFromSearchInfo, 7.5.5
- RmaNotifyDispReviewerAndCatAuthor variable, 7.5.2
- RmaNotifyReviewerAndAlternateReviewer, 7.5.3
- roles
-
- assigning rights to, 5.11, 5.11.1
- ermadmin, 5.2
- ermrequestor, 5.2
- pcmadmin, 5.2
- pcmrequestor, 5.2
- viewing assigned, 5.2
- Room, 8.3.1, 9.2.1
- Row, 8.3.1, 9.2.1
S
- Scheduled Declassify Date trigger, 14.4.2
- Scheduled Downgrade Date trigger, 14.4.2
- screening
-
- rights required for, 5.3.13
- Screening right, 5.12.5
- search results
-
- unfiltered, 5.12.5
- search templates, 2.4
- search templates supported in product, 2.4
- Secret classification level, 6.2.1.1.2
- security
-
- access control lists (ACLs), 5.8
- assigning rights to user roles, 5.11
- rights, 5.3
- setting preferences, 5.10
- Security Classification Information Page, A.4.5.3
- Security Classification Reference Page, A.4.5.4
- security classifications, 6.2
-
- assigning to users, 6.2.2.7
- creating, 6.2.2.2
- deleting, 6.2.2.4
- removing from users, 6.2.2.9
- setting declassification time frame, 6.2.2.5
- setting order of, 6.2.2.3
- setting up, 6.2
- viewing references to, 6.2.2.6
- security fields
-
- setting up custom, 6.3
- security group
-
- defined, 5.6
- security groups, 3.5.3
- security matrix, 5.9
- security rights, 3.5.3
- security rights and roles, 3.5.4
- security roles, 3.5.3
-
- PCM Administrator, 3.5.3
- PCM Requestor, 3.5.3
- pcmadmin, 3.5.3
- pcmrequestor, 3.5.3
- Records Administrator, 3.5.3
- Records Officer, 3.5.3
- Records User, 3.5.3
- rma, 3.5.3
- rmaadmin, 3.5.3
- rmalocalrecordofficer, 3.5.3
- SecurityClassifications right, 5.12.5
- Select Media Type Page, A.5.1.7
- Select Retention Series screen, A.6.2.3
- Select Storage Location dialog, A.5.2.9
- SelectAuthor right, 5.12.5
- SelectMeta right, 5.12.5
- sending freeze e-mail notification, A.10.2.2
- series
-
- categories, 5.12.2
- creating, 10.2.1.1
- definition, 2.2
- deleting, 10.2.1.5
- hiding, 10.2.1.3
- moving, 10.2.1.4
- rights, 5.12.1
- rights required for, 5.3.9
- setting up, 10.2
- viewing information about, 10.2.1.2
- series creation
-
- overview, 3.8.1.1
- Series Information Page, A.6.2.2
- Series rights
-
- Create, 5.12.1
- Delete, 5.12.1
- Edit, 5.12.1
- Move, 5.12.1
- Read, 5.12.1
- Series Tab, 5.12.1
- setting ACLs, 5.8.1
- setting fiscal calendar, 7.1.1
- setting security preferences, 5.10
- setting up classification guides, 6.4
- setting up custom direct triggers, 11.3.2
- setting up freezes, 15.1
- setting up periods, 12.1
- setting up Physical Content Manager
-
- default metadata values, 8.6
- location types, 8.3
- media types, 8.5
- object types, 8.4
- retention schedules, C.1.4
- setting up security classifications, 6.2
- setting up triggers, 11.1
- settings, see 'configuration settings'
- Setup Checklist Page, A.1.2
- ShareFavorites right, 5.12.5
- Shelf, 8.3.1, 9.2.1
- ShowContentForStorageBrowse, 7.5.15
- SimpleProfilesEnabled, 7.5.12
- single sign-on, 3.1.5
- Source Configuration Information Page, A.12.5
- space management, see 'storage space'
- space, see 'storage space'
- SSL, 3.1.4
- SSO, 3.1.5
- status of storage objects, 9.2.2.4
-
- Available, 9.2.2.4
- Occupied, 9.2.2.4
- Reserved, 9.2.2.4
- Storage Information Page, A.5.2.11
- storage location labels, 9.3.9
- storage locations, 9.3.2
-
- allowing storage in --, A.5.2.2
- allowing storage of content, A.5.2.5
- barcode label, A.5.2.5
- batch creation of --, 9.3.2
- blocking --, 9.1, 9.3.6
- canceling the reservation of --, 9.3.7
- creating -- in batch, 9.3.2
- creating single --, 9.3.1
- deleting --, 9.3.5
- editing --, 9.3.3
- labels for --, 9.3.9
- reserving --, 9.3.7
- type of items in --, A.5.2.5
- unblocking, 9.3.6
- viewing information about --, 9.3.4
- viewing physical items, 9.3.8
- storage objects
-
- location type, 9.2.2.1
- properties, 9.2.2
- storage status, 9.2.2.4
- storage of content in location types, A.5.2.2
- storage of content in storage locations, A.5.2.5
- storage space
-
- batch creation of --, 9.3.2
- considerations, 9.1
- Storage.Block right, 5.12.7
- Storage.Create right, 5.12.7
- Storage.Delete right, 5.12.7
- Storage.Edit right, 5.12.7
- StorageImport.hda, 9.5, A.5.2.8
- Storage.Read right, 5.12.7
- Storage.Reserve right, 5.12.7
- subject to review items, 2.1.4.3
- Supersede (disposition action), 14.6.3
- Superseded trigger, 14.4.2
- Superseded Twice trigger, 14.4.2
- Supplemental Marking Information Page, A.4.4.3
- supplemental markings, 6.1
-
- assigning to users, 6.1.2.5
- creating, 6.1.2.2
- deleting, 6.1.2.4
- enabling, 6.1.2.1
- Formerly Restricted Data, 6.1.2.6
- overview, 6.1.1
- Restricted Data, 6.1.2.6
- rights required for, 6.1.1
- viewing information about, 6.1.2.3
- Synchronization Log Page, A.12.9
- synchronizing data, 16.3.1
- system-derived triggers, 11.1.1
-
- content state, 11.1.1.3
- folder state, 11.1.1.3
- item state, 11.1.1.3
- preceding action, 11.1.1.2
- retention period cutoff, 11.1.1.1
T
- time dispositions, 2.5, 14.2.2
- time period
-
- definition, 2.2
- time-event dispositions, 2.5, 14.2.3
- Top Secret classification level, 6.2.1.1.1
- Transfer (disposition action), 14.6.4
- transfer method, A.3
- trigger
-
- definition, 2.2
- Trigger Information Page, A.7.3
- triggering event
-
- overview, 3.9.2.2
- triggering events, 14.4
-
- Activated, 14.4.2
- Audit Approval, 14.4.3
- Canceled, 14.4.2
- Declassified Date, 14.4.2
- Delete Approved, 14.4.2
- Expired, 14.4.2
- Last New Record Added, 14.4.2
- No Longer Latest Revision, 14.4.2
- obsolete, 14.4.2
- Obsolete and Delete Approved, 14.4.2
- Preceding Action, 14.4.1
- Rescinded, 14.4.2
- Retention Period Cutoff, 14.4.1
- Scheduled Declassify Date, 14.4.2
- Scheduled Downgrade Date, 14.4.2
- Superseded, 14.4.2
- Superseded Twice, 14.4.2
- triggers
-
- creating, 11.2.1
- custom, 11.1.2
- custom direct, 11.3.2
- deleting, 11.2.4
- examples, 11.3.1
- setting up, 11.1
- system-derived, 11.1.1
- viewing information about, 11.2.2
- viewing references to, 11.2.3
- Triggers right, 5.12.5
- types of content, 2.1.4
U
- UieHideSearchCheckboxes variable, 7.5.1
- unblocking storage locations, 9.3.6
- unclassified content, 2.1.4.2
- unclassified records, 6.2.1
- unfiltered search results, 5.12.5
- unfreezing
-
- content, 15.1.1.5
- unregistering external source, 16.2.1.6
- Upgrade Classification (disposition action), 14.6.1
- user interface
-
- Location Type Information Page, A.5.2.3
- user labels
-
- barcode values for users, 5.13
- user-friendly captions
-
- dispositions, 14.9.1
V
- variables
-
- NumberOfStorageTypeRootsToShow, 9.1
- see configuration variables, 7.5
- viewing information
-
- categories, 10.3.1.2
- classification guides, 6.4.2.3
- classification topics, 6.4.2.7
- custom security fields, 6.3.2.4
- dispositions, 14.9.4
- items in storage location, 9.3.8
- location types, 8.3.4
- media types, 8.5.3
- object types, 8.4.3, 8.4.5
- periods, 12.2.2
- series, 10.2.1.2
- storage locations, 9.3.4
- supplemental markings, 6.1.2.3
- triggers, 11.2.2
- viewing metadata history
-
- categories, 10.3.1.3
- viewing rights, 5.2
- viewing roles, 5.2
W
- waiting list for reservations, A.3
- Warehouse, 8.3.1, 9.2.1
- web services, 3.1.6
- WNA deployment, 3.1.2
- workflow
-
- category disposition, 7.3
- offsite processing, 7.3
- prerequisites, 7.3.1
- process, 7.3.1
- reservation processing, 7.3
- workflow for reservations, A.3
- workflows
-
- needed for URM, 7.3
- setting up, 7.3
X
- XML Data Dialog, A.13.6