0
Mastering Oracle UniversalRecord Management<br />in a hurryIf you find Oracle URM clumsy or confusing, chances are - you d...
Why should I listen to this guy?<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Why should I listen to this guy?<br />Oracle ACE, author of the Oracle UCM Handbook (available downstairs)<br />Runs Indep...
Why use Record Management?<br />Business needs<br />Compliance<br />Litigation support<br />© 2011, Dmitri Khanine, ECM So...
Business Needs<br />Flag outdated content<br />Sync physical and electronic versions<br />Share content more efficiently<b...
Compliance<br />SOX<br />SEC<br />Industry regulations<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Litigation Support<br />Do not keep what you’re no longer obligated to keep<br />Freeze to prevent “accidental” deletion<b...
3 critical features of successful URM deployment<br />Ops! I think we’ve picked a wrong URM<br />Manage all content in ent...
Manage all content<br />Must let  you apply RM policies to…<br />External and remote repositories <br />Various types of s...
Must be easy to use<br />Self-documenting and intuitive<br />Fit/match existing business process and practices<br />Requir...
Quick to deploy<br />Should not require months worth of custom code to integrate with other systems<br />Should let you pu...
Oracle URM <br />Provides 3 critical features<br />Certified against all parts of DoD 5015 v.3 <br />Ships with adapters f...
Light-speed introduction<br />Retention<br />Disposition<br />Record content<br />Retention schedule<br /><ul><li>Freeze
Internal and external content
Classified content </li></ul>© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Retention<br />Time-based<br />Event-based<br />Combination<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.co...
Disposition<br />Does not always mean “destruction”<br />URM does not destroy anything<br />© 2011, Dmitri Khanine, ECM So...
Disposition (contd.)<br />Defined as a set of disposition instructions<br />Based on time periods and triggers<br />© 2011...
Record Content<br /> “Managedon Retention Schedule”<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Retention Schedule<br />Retention Categories<br />Series<br />Record Folders<br />© 2011, Dmitri Khanine, ECM Solutions, s...
Retention Categories <br /> Where disposition instructions and security applied<br />© 2011, Dmitri Khanine, ECM Solutions...
Series<br />Hierarchy that helps you organize retention categories<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExp...
Record Folders<br />A level below Retention categories<br />Help you organize items with similar retention and security<br...
Freeze!<br />Prevents updates, deletions or destruction<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Internal and External Content<br />Internal content stored in Content Server <br />External...<br />Physical<br />Electron...
Classified Content<br />“Sensitive information that requires protection from unauthorized disclosure”<br />© 2011, Dmitri ...
Getting to know your tools<br />Building your own environment<br />Creating Retention Schedule<br />Defining Security<br /...
Building your own environment <br />Install WebLogic <br />Install and configure Database<br />Install Oracle UCM <br />Co...
Creating Retention Schedule<br />Creating Series<br />Creating Retention Categories<br />Defining Disposition<br />Creatin...
Demo<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
Defining your security <br />Add new roles and accounts<br />Assign to usersURM Security based on Content Server<br />© 20...
Customizing your metadata model<br />Adding or updating custom fields in<br />Content Server <br />Retention Categories<br...
Using URM Adapters<br />Let URM manage retention in external systems<br />Send information back to URM<br />Enables Federa...
Federated Search<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com<br />
New in 11gR1<br /> Ability to revision is now configurable<br />© 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com...
New in 11gR1 (contd.)<br />Corp. Edition, DoD Edition and Physical Content Manager – are now one product<br />You can rout...
New in 11gR1 (contd.)<br /> Multiple UI Enhancements<br /><ul><li>  Crossed out obsolete
  Print option on every screen
Upcoming SlideShare
Loading in...5
×

Mastering Oracle Universal Records Management in a hurry

2,521

Published on

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.

Published in: Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
2,521
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
107
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Transcript of "Mastering Oracle Universal Records Management in a hurry"

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

    Clipping is a handy way to collect important slides you want to go back to later.

×