d 04 s 04 urm 11g overview_moses

7/31/2019 D 04 S 04 URM 11g Overview_Moses

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Records Management in ECM Suite 11gOverviewMoses MoloiManaging Director InformatixOracle DBA, OAS Expert, Fusion Middleware Security and Implementation Expert


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Agenda

Records Management in ECM Overview

11g Features

Demo

Questions?

2


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3

Records Management in ECM

Overview


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What is Records Management?

Systematic management and retentionof information

Content modification & lifecyclerules & processes

Driven by regulations and

business practices

Impacts both public and private sectors

US and international

Electronic and physical information

Growing market*

$500M US sales w/ 12% y/y growth

Only ~35% of organizations haveimplemented RM

4

* Gartner MarketScope for Records Management 9/10/2009


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Traditional Records ManagementManaged in one location

Document Warehouses

Records Policy


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Content Distributed Across SystemsCreates Challenges for Records Management

Content RepositoryCollaboration Platform

File Servers

Content Repository

Divisional IT

Divisional IT

Email

File Servers

Content Repository

Corporate IT

Records Policy

Records Policy

Records Policy

Records Policy

Records Policy

Records Policy

Records Policy

Document Warehouses

Records Policy

Records Policy

Records Policy


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Content Distributed Across SystemsCentralized Policy Management through Oracle URM

Content RepositoryCollaboration Platform

File Servers

Content Repository

Divisional IT

Divisional IT

Email

File Servers

Content Repository

Corporate IT

Document Warehouses

Universal RecordsManagement

Records Policy


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Oracle Universal Records Management


provides a singleapplication

to createand administer

information lifecycle management*on bothphysical and electronic information,

with a framework for extension

to any repository

* - functions such as retention, disposition, and holds


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Pervasive records management Apply records and retention policies

in place to any content in any system Electronic & physical records

Transparent to business users Work with familiar tools Content stays in place

RM policies enforced automatically Simple and flexible policy creation

Ships with the standard life-cycle triggers and actions Add business-specific triggers and actions

Perform legal holds and freezes Perform enterprise-wide discovery searches, apply legal holds,

export to review tools

Enforce policies in any content repository Pre-built adapters for Oracle and 3rd party repositories Generic adapters for custom or niche 3rd party repositories Set policies for both the archive and the local content store

RecordsManager

Oracle

Universal

Records

Management

Discovery Services

Central Policy Management

PhysicalRecordsManager

NotificationServices

EmailArchive

Adapter

3

rd

PartyECM

Adapter

FileServers

Adapter

MicrosoftSharePoint

Adapter Adapter Adapter

AdapterServices

Extensible

OracleUCM


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URM 11g Features

WLS-based Architecture

Records Capability Configuration

Configurable Records Definition

Simplified User Interface Ease of Administration

Oracle Integrations

DoD 5015.2 v. 3 Certification


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URM 10g Architecture OverviewURM running in standalone JVM

Metadata(RDBMS)

Web Server (HTTP, DAV, SOAP)

URM (Services and UI)

ApplicationsBrowser,Desktop

Content(RDBMS or FS)

Standalone

JVM

AD/LDAP security

Java API

Core Svcs (Library, Search, etc.)

RM Svcs (Disposition, etc.)

JDBC

Search (RDBMS,SES, etc.)

BPEL


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New URM Architecture OverviewURM running in WLS

HTTP Listener(HTTP, DAV, SOAP)

URM (Services and UI)

Applications

Browser,Desktop

JDBC Datasource WebLogicServer

WLST mbeans

OPSSAD/LDAPsecurity

Java APIEnterpriseManager

Content Server (Library, Search, etc.)

RM Svcs (Disposition, etc.)

Metadata(RDBMS)

Content(RDBMS or FS)

Search(RDBMS, SES)

BPEL

OWSM


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Records Capability Configuration

Meet the requirements ofmore potential customers

Make DoD capability adeployment choice notsales choice

Increased deploymentflexibility


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Configurable Records Definition

Enables compliance with DoD requirement forrevisable records

Permits better coexistence with UCM components

Accommodates greater variety of customerdeployments


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Configurable Records DefinitionCategory Settings

Control over items in category todetermine whether or not

New revisions can be created

Items can be delete

Items can be edited

Set when creating file plan

By an administrator not an end user

End user should not have to knowwhether or not budget is record


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Configurable Records DefinitionTune intrusiveness of RM

UCM can use flags to allowURM to coexist with its apps e.g. site studio can prohibit use of

items that cannot be revisioned

DAM can prohibit use of items that

cannot be edited Control over records properties

Revisions of items in file plan

Deletes of items in file plan

Edits of items in file plan

Control over when the recordindicator is displayed on item


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Simplified User Interface

My Favorites

Category Copy

Integrated Browse

Easy Content Relation Improved Desktop Integration


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Simplified User InterfaceMy Favorites Uniform Checkin Across Products

Drop-down file plan selection

From favorites For occasional user

Browse file plan selection

From favorites and full file plan For experienced user


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Simplified User InterfaceMy Favorites Simple Favorites Management


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Simplified User InterfaceCategory Copy

Copy Category Create category with similar

metadata

Can rename category

Can select new series

Copy dispositions Select source category

Copies dispositions from selectedcategory to current one


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Simplified User InterfaceIntegrated Browse Listing

List Folders and Records onsame page

Pagination for large listings

Fits windows paradigm

Convenient


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Simplified User InterfaceEasy Content Relation

Relate content on checkin page

Simpler, Fits how users works

Easily import content relations bysetting field

Can call in service

Browse launches search page for

finding related content


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Ease of Administration

Alerts

Performance Monitoring

Task panels


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Ease of AdministrationAlerts

URM Alerts admin of issues

Incomplete initial setup

Poor performance

Errors in background processes

Initial setup checklist page

Lists/monitors initial setup

Links to setup tasks

Actual system data


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Ease of AdministrationPerformance Monitoring


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Ease of AdministrationTask Panels


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Oracle Integrations

Leveraging 11g DIS

Integration of SES for search

Use of BI Publisher for reports

Policy application to IPM content stored in UCM Leverage UCM-Apps integrations to provide RM


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DoD v3 Support

Certified against all three parts of specification

One of four vendors certified for classified recordsmanagement

Certified against both Exchange and Beehive emailservers

http://jitc.fhu.disa.mil/recmgt/register.html
http://jitc.fhu.disa.mil/recmgt/register.htmlhttp://jitc.fhu.disa.mil/recmgt/register.html


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Oracle is focused on the left side of theEDRM Reference Model


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United Health Group

Several silos incl: SP and Email

COSTLY LITIGATION &DISCOVERY ($6 mil per lit)

Keep all emails now high risk

Regulatory requirements

Eliminate duplication

URM

SharePoint Adapter Email Archive Adapter

Estimated will save $30 mil/yr

Issues

Solution


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R


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Resources

OTN

ECM VM8

Viewlets of SP & Symantec integrations

FAQ (under development)

arma.org

http://jitc.fhu.disa.mil/recmgt/register.html
http://jitc.fhu.disa.mil/recmgt/register.htmlhttp://jitc.fhu.disa.mil/recmgt/register.htmlhttp://jitc.fhu.disa.mil/recmgt/register.htmlhttp://jitc.fhu.disa.mil/recmgt/register.htmlhttp://jitc.fhu.disa.mil/recmgt/register.html


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Questions?

33


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