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.

1. Mastering Oracle UniversalRecord Management in a hurryIf you find Oracle URM clumsy or confusing, chances are - you didn’t get proper introduction...

2. 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 Business Needs Flag outdated content Sync physical and electronic versions Share content more efficiently Control retention © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com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

14. Internal and external content

15. Classified content © 2011, Dmitri Khanine, ECM Solutions, stellentExperts.com

16. Retention Time-based Event-based Combination © 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

20. Retention Schedule Retention Categories Series Record Folders © 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

24. Freeze! Prevents updates, deletions or destruction © 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

34. 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

39. Dashboards

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