Más contenido relacionado Similar a Mastering Oracle Universal Records Management in a hurry (20) Mastering Oracle Universal Records Management in a hurry2. Why should I listen to this guy? © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 4. Why use Record Management? Business needs Compliance Litigation support © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 5. Business Needs Flag outdated content Sync physical and electronic versions Share content more efficiently Control retention © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 6. Compliance SOX SEC Industry regulations © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 7. Litigation Support Do not keep what you’re no longer obligated to keep Freeze to prevent “accidental” deletion © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 8. 3 critical features of successful URM deployment Ops! I think we’ve picked a wrong URM Manage all content in enterprise Easy to use Deploy quickly © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 9. Manage all content Must let you apply RM policies to… External and remote repositories Various types of systems UCM/URM SharePoint File Systems Email Non-record content © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 10. Must be easy to use Self-documenting and intuitive Fit/match existing business process and practices Require minimal training © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 11. Quick to deploy Should not require months worth of custom code to integrate with other systems Should let you put RM policies in place quickly Must be usable straight out of the box © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 12. Oracle URM Provides 3 critical features Certified against all parts of DoD 5015 v.3 Ships with adapters for File System SharePoint Documentum FileNet © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 17. Disposition Does not always mean “destruction” URM does not destroy anything © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 18. Disposition (contd.) Defined as a set of disposition instructions Based on time periods and triggers © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 19. Record Content “Managedon Retention Schedule” © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 21. Retention Categories Where disposition instructions and security applied © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 22. Series Hierarchy that helps you organize retention categories © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 23. Record Folders A level below Retention categories Help you organize items with similar retention and security © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 25. Internal and External Content Internal content stored in Content Server External... Physical Electronic, stored in other systems © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 26. Classified Content “Sensitive information that requires protection from unauthorized disclosure” © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 27. Getting to know your tools Building your own environment Creating Retention Schedule Defining Security Customizing Metadata Model Using URM Adapters © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 28. Building your own environment Install WebLogic Install and configure Database Install Oracle UCM Configure URMFor more information: http://youtube.com/stellentExperts © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 29. Creating Retention Schedule Creating Series Creating Retention Categories Defining Disposition Creating Record Folders © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 30. Demo © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 31. Defining your security Add new roles and accounts Assign to usersURM Security based on Content Server © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 32. Customizing your metadata model Adding or updating custom fields in Content Server Retention Categories Record Folders © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 33. Using URM Adapters Let URM manage retention in external systems Send information back to URM Enables Federated Search © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 35. New in 11gR1 Ability to revision is now configurable © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 36. New in 11gR1 (contd.) Corp. Edition, DoD Edition and Physical Content Manager – are now one product You can route changes to disposition through workflow Report Templates © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 38. Print option on every screen 40. New Records menu© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 41. Summary Must consider 3 critical features of successful deployment URM is there to Manage Content on Retention Schedule Manages internal, external and physical Get clear on terms, install, play and master © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 42. Other useful resources www.stellentExperts.com Tips, tricks, free articles and whitepapers www.youtube.com/stellentExperts Free how-to videos © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com 43. StellentExperts.com For more information on Oracle URM email ECM Solutions at contact@stellentExperts.com (There’re 2 “e” in Stellent and no “a”) © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com