Oracle Stellent 10gR3: Universal Records Management

 Oracle University provides a downloadable eKit containing the training materials for this course.

What you will learn:

This course teaches those involved in an organization's records management effort how to use Oracle Universal Records Manager to create file plans, understand the components of file plans, properly assign metadata while checking in records, and link records.

The course also focuses on administrative responsibilities for Oracle Universal Records Manager, including implementing the security model, implementing file plans, defining dispositions, configuring the RM system, auditing, and exporting/importing responsibilities.

Note: Day 1 of this class focuses on Records Manager end-user skills.

Schedule/Purchase	Training Formats	Price	Duration	Course Materials	Instruction Language
View Schedule	Instructor-Led Training	US$ 2,400	4 Days	English
View Schedule	Live Virtual Class	US$ 2,400	4 Days	English

 

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Audience:

• Technical Administrator
• Security Administrators
• Reports Developer
• Project Manager
• Developer
• Application Developers
• Administrator

Prerequisites:

Suggested Prerequisites:

• Using Stellent Content Server - Online Course
• Stellent: Using Content Server
• Using Stellent Content Server - Self-Study CD Course NEW!

Course Objectives:

• Perform user-end URM functions such as browsing a file plan and creating records
• Search and define physical content
• Configure URM security
• Configure URM
• Configure Physical Content Manager
• Create a file plan, disposition instructions, and triggers
• Screen records, record folders, and record categories
• Schedule tasks
• Manage audit trails
• Generate reports
• Export and import file plans and record content
• Link records
• Create and manage simple profiles

Course Topics:

Universal Records Management Overview

• What is Universal Records Management
• Benefits of Universal Records Management
• What do I Retain?
• Types of Records
• Basic Records Manager Concepts
• Basic Process
• What is a Retention Schedule/File Plan?
• Typical Retention Schedule/File Plan Hierarchy

Browsing the File Plan

• What is a File Plan?
• File Plan Hierarchy
• Methods for Browsing the File Plan
• Viewing Information
• Viewing the Life Cycle of a Records Folder

Checking in Records and Non-Record Content for Retention

• New Check In Overview
• Metadata Overview
• Metadata Field Descriptions
• Checking in a Record
• Checking in an External Record
• What is Desktop Integration Suite?
• Checking in Email Messages from Microsoft Outlook

Searching for Record and Non-Record Retained Content

• Searching in URM
• Browsing the Records File Plan
• Full-text Searches
• Metadata Searches
• Conducting a Metadata Search
• Freezing and Saving Search Results
• Canceling, Rescinding, or Expiring a Record
• Removing Obsolete Designation

Working with Physical Content

• What is Physical Content Manager?
• About Storage Space
• Storage Location Properties
• Creating a Physical Item Page
• Searching for Physical Content
• Creating a Physical Item Within Another Item
• About Reservations
• Creating a Reservation Request

Reviewing Content

• Marking an Item for Review
• Accessing Records Assignments
• Marking an Item as Reviewed
• Specifying an Alternate Reviewer
• Completion Assignments
• Marking an Item Approved

Administering Universal Records Manager

• The URM Administrator
• Accessing the Configure Records Management Page
• Accessing Administrative Applets
• Administrative Utilities and Applets

Implementing a Universal Records Management Security Model: Oracle Content Server Standard Security

• URM Security Overview
• Content Server Security Overview
• Security Components
• Content Server Default Security Model
• Accounts Overview
• Creating a Role
• Creating a User
• Assigning Roles to a User

Implementing a Universal Records Management Security Model: URM Security

• Default URM Security Model Overview
• Default URM Security Model: Security Groups
• Default URM Security Model: Roles
• Default Physical Content Manager Roles
• Default URM Security Model: Rights
• Editing URM Rights
• Editing PCM Rights

Implementing a Universal Records Management Security Model: Additional Security Settings

• Extending Oracle Content Server Security Overview
• Security Components Overview
• Adding Users to an ACL List
• Managing Supplemental Markings
• Managing Custom Security Fields
• Assigning Custom Security Fields to Users
• Assigning Custom Security Fields to Records

Implementing a Universal Records Management Security Model: Security Classifications

• What are Security Classifications?
• Classification Levels
• Enabling Security Classifications
• Creating a Security Classification
• Assigning Security Classifications to Users
• Reviewing Classification Status
• Upgrading, Downgrading or Declassifying a Record

Implementing a File Plan

• About File Plans
• Sample File Plan
• File Plan Attributes
• Creating File Plan Objects
• Creating a Series
• Managing Record Categories
• Creating a Category
• Creating a Record Folder

Defining Disposition Instructions

• What are Dispositions?
• Disposition Instructions: Architecture
• Types of Dispositions
• Creating a Disposition Instruction
• What are Triggers?
• Triggering Events
• Retention Periods Overview
• Disposition Actions Overview

Working with Triggers, Periods, and Freezes

• Types of Triggers
• Creating Triggers
• Retention Periods
• Creating Custom Retention Periods
• Custom Records Metadata
• Creating Custom URM Metadata Fields
• What are Freezes?
• Creating a Freeze

Screening and Updating

• What is Screening?
• Screening for Record Categories
• Screening for Record Folders
• Screening for Records
• Screening Reports
• Running a Screening Report
• Setting Default Metadata for Recurring Reports
• Updating Mass Information

Configurations for Physical Content

• Physical Content Management Environment
• Physical Content Management Settings
• Location Types
• Configuring Location Type
• Object Types
• Configuring Object Types
• Media Types
• Creating Custom Media Types

Scheduling Tasks

• Scheduled Tasks
• Scheduling a Disposition Action
• Viewing Scheduled Disposition Action Log Files
• Scheduling Screening Reports
• Viewing Recurring Screening Report History
• Editing Recurring Screening Reports
• URM Reports
• Generating a Report

Working with Audit Trails

• Audit Trail Overview
• Configuring the Audit Trail
• Specifying Metadata Fields to Audit
• Searching within the Audit Trail
• Setting Default Metadata for Checking In Audit Trails
• Checking In and Archiving the Audit Trail
• Searching for an Archived Audit Trail
• Generating an Audit Trail

Exporting and Importing Archives

• Archiving Overview
• The Export-Import Process
• What You Can Archive
• Exporting a File Plan
• Exporting Records and Content

Configuring Related Content: Linking Records

• Methods for Creating Links
• Relationship Types
• Relationship Classes
• Creating a Link to an Existing Item
• Creating a Link to a New Item

Using Profiles: The Simple Profiles Component

• What are Profiles?
• Types of Profiles
• Content Profile Elements
• Trigger Fields
• Configuring the Trigger Field
• What are Content Rules?
• Global Rules
• Creating a New System Profile

URM Adapters

• Adapters Overview
• Sample Search Results Screen from Multiple Repositories
• Adapter Retention Functions
• Available Adapters
• URM Adapter Architecture
• Sample Symantec Configuration