• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Mastering Oracle Universal Records Management in a hurry
 

Mastering Oracle Universal Records Management in a hurry

on

  • 2,516 views

If you use (or planning to use) Oracle URM, but find it somewhat clumsy or confusing – chances are – you didn’t get the proper product introduction. Stop by this session for a live demonstration ...

If you use (or planning to use) Oracle URM, but find it somewhat clumsy or confusing – chances are – you didn’t get the proper product introduction. Stop by this session for a live demonstration and crystal-clear explanations by the author of The Oracle UCM Handbook, that will dispel confusion and install clarity on Universal Records Management, Physical Records Manager and The Records Manager Enterprise Edition.

Statistics

Views

Total Views
2,516
Views on SlideShare
2,516
Embed Views
0

Actions

Likes
1
Downloads
99
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Mastering Oracle Universal Records Management in a hurry Mastering Oracle Universal Records Management in a hurry Presentation Transcript

    • Mastering Oracle UniversalRecord Management
      in a hurryIf you find Oracle URM clumsy or confusing, chances are - you didn’t get proper introduction...
    • Why should I listen to this guy?
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Why should I listen to this guy?
      Oracle ACE, author of the Oracle UCM Handbook (available downstairs)
      Runs Independent Oracle UCM Knowledge Center
      Leads one of the top UCM Swat Teams
      Dozens of successful engagements over the years
      • Two large successful URM rollouts in the last 12 months...
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Why use Record Management?
      Business needs
      Compliance
      Litigation support
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Business Needs
      Flag outdated content
      Sync physical and electronic versions
      Share content more efficiently
      Control retention
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Compliance
      SOX
      SEC
      Industry regulations
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • Light-speed introduction
      Retention
      Disposition
      Record content
      Retention schedule
      • Freeze
      • Internal and external content
      • Classified content
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Retention
      Time-based
      Event-based
      Combination
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Disposition
      Does not always mean “destruction”
      URM does not destroy anything
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Disposition (contd.)
      Defined as a set of disposition instructions
      Based on time periods and triggers
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Record Content
      “Managedon Retention Schedule”
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Retention Schedule
      Retention Categories
      Series
      Record Folders
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Retention Categories
      Where disposition instructions and security applied
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Series
      Hierarchy that helps you organize retention categories
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Record Folders
      A level below Retention categories
      Help you organize items with similar retention and security
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Freeze!
      Prevents updates, deletions or destruction
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Internal and External Content
      Internal content stored in Content Server
      External...
      Physical
      Electronic, stored in other systems
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Classified Content
      “Sensitive information that requires protection from unauthorized disclosure”
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • 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
    • 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
    • Creating Retention Schedule
      Creating Series
      Creating Retention Categories
      Defining Disposition
      Creating Record Folders
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Demo
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Defining your security
      Add new roles and accounts
      Assign to usersURM Security based on Content Server
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • Customizing your metadata model
      Adding or updating custom fields in
      Content Server
      Retention Categories
      Record Folders
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • 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
    • Federated Search
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • New in 11gR1
      Ability to revision is now configurable
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • 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
    • New in 11gR1 (contd.)
      Multiple UI Enhancements
      • Crossed out obsolete
      • Print option on every screen
      • Dashboards
      • New Records menu
      © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com
    • 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
    • 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
    • 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