24/24

Index

A  B  C  D  E  F  G  H  I  L  M  N  O  P  R  S  T  U  V  W  X 

---

A

Access Control List Edit Screen, A.4.2

Access Control Lists, 3.6.3

access control lists (ACLs), 5.8

Accession Deletion (disposition action), 14.5.3

ACL, 3.6.3

ACLs, 5.8.1

Activate (disposition action), 14.5.3

Activated trigger, 14.3.2

Adapter

as-needed synchronization, 16.3.1

configuration, 16.2

configure providers, 16.2.1

configure sources, 16.2.1

data synchronization, 16.3

define outgoing provider, 16.2.1.1

deleting outgoing provider, 16.2.1.4

disabling outgoing provider, 16.2.1.3

editing outgoing provider, 16.2.1.2

managing fields, 16.2.2

registering external source, 16.2.1.5

schedule synchronization, 16.3.2

synchronization logs, 16.3.3

unregistering external source, 16.2.1.6

viewing external URM source configuration settings, 16.2.1.7

viewing outgoing provider configuration settings, 16.2.1.8

adapter

communications, 16.1.2

configuration, 16.1.2

logging, 16.1.2

query function, 16.1.2

registration, 16.1.2

repository monitoring, 16.1.2

retention functions, 16.1.2

role with URM, 16.1.2

tasks

disposition holds, 16.1.2

disposition of content, 16.1.2

repository searching, 16.1.2

with URM, 16.1.2

Add/Edit New Provider Page, A.12.2

Admin rights

AllowDispositionUpgrade/Downgrade, 5.12.5

Audit, 5.12.5

Classification Guide, 5.12.5

ClassificationGuide, 5.12.5

ConfigureLinks, 5.12.5

CustomDispositionActions, 5.12.5

GetAllFilePlan, 5.12.6

NoRmaSecurity, 5.12.5

PerformActions, 5.12.5

PerformPendingReviews, 5.12.5

PrivilegedEnvironment, 5.12.5

RecordManager, 5.12.5

Reports, 5.12.5

RetentionScheduleArchive, 5.12.5

Screening, 5.12.5

SecurityClassifications, 5.12.5

SelectAuthor, 5.12.5

SelectMeta, 5.12.5

ShareFavorites, 5.12.5

Triggers, 5.12.5

admin rights, 5.12.5

Admin Tab, 5.12.5

Administer Classification Topic Page, A.4.6.3

Admin.Location.Types right, 5.12.7

Admin.Manager right, 5.12.7

Admin.PrintLabel right, 5.12.7

aliases, 5.7

AllowDispositionUpgrade/Downgrade right, 5.12.5

allowing storage of content, A.5.1.2

Approve Deletion (disposition action), 14.5.2

Archive (disposition action), 14.5.4

archives

rights required for, 5.3.12

Assigned Rights Page, A.4.1

attribute inheritance, 10.1.3.2

disposition instructions, 10.1.3.5

frozen content status, 10.1.3.6

frozen folder status, 10.1.3.6

permanent status, 10.1.3.4

review status, 10.1.3.3

Audit Approval indirect trigger, 11.2.5

Audit Approval trigger, 14.3.3

Audit right, 5.12.5

audit trail

rights required for, 5.3.14

authentication

LDAP, 3.2.3

AutoStorageNumberWidth parameter, 9.3.2

Available (storage object status), 9.2.2.4

---

B

barcode

data files, C.2.2

editing data files, C.2.2

barcode labels

storage locations, A.5.1.4

barcode values for users, 5.13

Barcode.Process right, 5.12.7

basic concepts, 2.2

retention schedules, 2.2

basic processes, 2.5

batch services, A.3, A.3

Bay, 8.3.1, 9.2.1

blocking storage locations, 9.1

---

C

calendar periods, 12.2.1

canceling

trigger, 14.3.2

canceling the reservation of storage locations, 9.3.7

categories

creating, 10.3.1.1

definition, 2.2

deleting, 10.3.1.6

moving, 10.3.1.5

rights required for, 5.3.10

setting up, 10.3

viewing information about, 10.3.1.2

viewing metadata history of, 10.3.1.3

category disposition workflow, 7.3

creation, 7.3.2.1

Category rights

Create, 5.12.2

Delete, 5.12.2

Edit, 5.12.2

EditReview, 5.12.2

Move, 5.12.2

category rules

workflow review, 14.2

Category Tab, 5.12.1

CBC Tab, 5.12.6

ChargeBacks.Adjust right, 5.12.6

ChargeBacks.Admin right, 5.12.6

Chargebacks.Create right, 5.12.5

ChargeBacks.Delete right, 5.12.6

Chargebacks.Edit right, 5.12.6

ChargeBacks.MarkPaid right, 5.12.6

ChargeBacks.PrintInvoices right, 5.12.6

Chargebacks.Read right, 5.12.6

Checkin New Revision (disposition action), 14.5.3

checking in internal content item, A.3

checkout period, A.3

classification

definition, 2.2

classification guide

definition, 2.2

Classification Guide right, 5.12.5

classification guides, 6.3

creating, 6.3.2.1

deleting, 6.3.2.2

overview, 6.3.1

rights required for, 5.3.5

setting up, 6.3

viewing information about, 6.3.2.3

classification levels, 6.1.1.1

Confidential, 6.1.1.1.3

Secret, 6.1.1.1.2

security hierarchy, 6.1.1.2

Top Secret, 6.1.1.1.1

classification markings, see security classifications, 6.1

classification topics

creating, 6.3.2.4

deleting, 6.3.2.6

editing settings, 6.3.2.5

viewing information about, 6.3.2.7

ClassificationGuide right, 5.12.5

classified content, 2.1.3.2

classified levels

security hierarchy, 6.1.1.2

classified records, 6.1.1

classified security

enabling, 6.1.2.1

Close (disposition action), 14.5.3

completed reservation requests, A.3

Confidential classification level, 6.1.1.1.3

configuration

assigning rights to user roles, 5.11

barcode values for users, 5.13

categories, 10.3

custom direct triggers, 11.3.2

custom security fields, 6.2

default metadata values, 8.6

DIS, 7.4

fiscal calendar, 7.1.1

folders, 10.4

location types, 8.3

management settings, 7.1, 11.1

media types, 8.5

modifying reservations, A.3

object types, 8.4

periods, 12.1

retention schedules, C.1.4

security preferences, 5.10

series, 10.2

system-wide, 3.7

triggers, 11.1

configuration settings

batch services, A.3

default checkout period, A.3

default request priority, A.3

delete completed requests, A.3

deleting reservations, A.3

internal content item for reservation workflow, A.3

offsite functionality, A.3

request history period, A.3

updating request waiting list, A.3

configuration variables

NumberOfStorageTypeRootsToShow, 9.1

Configure Classification Guide Page, A.4.6.1

Configure Custom Security Page, A.4.5.1

Configure Dispositions Page, A.10.1.1

Configure Location Types Page, A.5.1.1

Configure Media Type Page, A.5.2.4

Configure Object Types Page, A.5.2.1

Configure Periods Page, A.8.1

Configure Physical Settings Page, A.3

Configure Report Element Page, A.13.2

Configure Report Sources Page, A.13.5

Configure Reports Settings Page, A.13.1

Configure Retention Settings Page, A.2

Configure Scheduled Events Page, A.12.8

Configure Security Classification Page, A.4.4.1

Configure Supplemental Markings Page, A.4.7.1

Configure Topic Settings Page, A.4.6.5

Configure Triggers Page, A.7.1

ConfigureLinks right, 5.12.5

Configuring Custom Barcode Page, A.5.1.5

configuring dispositions

overview, 3.10.2

configuring management settings, 7.1, 11.1

configuring triggers

overview, 3.10.1

content

classified, 2.1.3.2

declassified, 2.1.3.2

external, 2.1.3.1, 2.1.3.1

internal, 2.1.3.1, 2.1.3.1

life cycle, 2.1.2

overview, 2.1

unclassified, 2.1.3.2

content items

searching for frozen, 15.1.6

subject to review, 2.1.3.3

Content Items Allowed option, A.5.1.2

content link

definition, 2.2

content state, 11.1.1.3, 11.1.1.3

copying retention category, 10.3.1.4

Create Content Server Archive (disposition action), 14.5.4

Create Custom Barcode Dialog, A.5.1.6

Create Storage Page, A.5.1.4

Create Volume (disposition action), 14.5.4

Create/Edit Batch Storage Import File Page, A.5.1.7

Create/Edit Classification Guide Page, A.4.6.2

Create/Edit Classification Topic Page, A.4.6.4

Create/Edit Custom Security Field Page, A.4.5.2

Create/Edit Disposition Action Page, A.10.1.2

Create/Edit Freeze Page, A.10.2.2

Create/Edit Indirect Trigger Date Entries Page, A.7.5

Create/Edit Location Type Page, A.5.1.2

Create/Edit Media Type Page, A.5.2.5

Create/Edit Metadata Field Page, A.9.3, A.9.4

Create/Edit Object Type Page, A.5.2.2

Create/Edit Period Page, A.8.2

Create/Edit Records Folder Page, A.6.4.1

Create/Edit Retention Category Page, A.6.3.1

Create/Edit Security Classification Page, A.4.4.2

Create/Edit Series Page, A.6.2.1

Create/Edit Supplemental Marking Page, A.4.7.2

Create/Edit Trigger Type Page, A.7.2

creating

calendar periods, 12.2.1

categories, 10.3.1.1

classification guides, 6.3.2.1

classification topics, 6.3.2.4

custom category metadata fields, 13.1.1

custom folder metadata fields, 13.1.1

custom security fields, 6.2.2.2, 6.2.2.3

dispositions rules, 14.8.2

folders, 10.4.2.1, 10.4.2.2

location type, 8.3.3

media types, 8.5.2

object types, 8.4.2

security classifications, 6.1.2.2

series, 10.2.1.1

storage locations (batch), 9.3.2

storage locations (single), 9.3.1

supplemental markings, 6.4.2.2

triggers, 11.2.1

creating custom barcodes, C.2.1

custom barcodes, C.2, C.2.1

custom category metadata fields

creating, 13.1.1

custom direct triggers

examples, 11.3.2

overview, 11.1.4

setting up, 11.3.2

custom disposition actions

creating, C.1.1.1, C.1.1.1

deleting, C.1.2, C.1.2

custom dispositions

creating, C.1.1.1

deleting, C.1.1.3

editing, C.1.1.1

viewing information about, C.1.1.2

custom folder metadata fields

creating, 13.1.1

custom metadata field

mapping, 16.2.2.1

custom metadata fields

creating, 13.1.1, 13.1.1

deleting, 13.1.3

custom periods

deleting, 12.2.4

examples, 12.2.5

custom report sources

editing, C.4.2

custom report templates

creating, C.4.1

custom reports, C.4

sources, C.4.2

templates, C.4.1

XML data files, C.4.3

custom security fields, 6.2

creating, 6.2.2.2, 6.2.2.3

deleting, 6.2.2.5

enabling, 6.2.2.1

examples, 6.2.3

overview, 6.2.1

setting up, 6.2

viewing information about, 6.2.2.4

custom supplemental markings, 6.2.1

custom triggers, 11.1.2

CustomDispositionActions right, 5.12.5

customization

location type icons, 8.3.2.1

cutoff, 2.1.2, 14.6

Cutoff (disposition action), 14.5.3

Cutoff and Create Volume, 14.5.3

---

D

date entries for indirect triggers, 11.2.5, 11.2.6

declassification time frame, 6.1.2.5

declassified content, 2.1.3.2

Declassified Date trigger, 14.3.2

declassified records, 6.1.1

Declassify (disposition action), 14.5.1

default alias lists, 5.7

Default Checkout Period setting, A.3

Default Metadata for Checked-in Reservation Entries Page, A.5.1.3

default metadata values, 8.6

Default Request Priority setting, A.3

defaults

checkout period, A.3

location types, 8.3.1

media types, 8.5.1

metadata for reservations, 8.6, 8.6.1

object types, 8.4.1

request history period, A.3

request priority, A.3

defining

date entries for indirect triggers, 11.2.5

definition

classification, 2.2

classification guide, 2.2

content link, 2.2

disposition, 2.2

disposition instruction, 2.2

freeze, 2.2

record folder, 2.2

retention category, 2.2

series, 2.2

time period, 2.2

trigger, 2.2

Delete All Revisions (disposition action), 14.5.2

Delete Approved trigger, 14.3.2

Delete Old Revisions (disposition action), 14.5.2

Delete Previous Revision (disposition action), 14.5.2

Delete Revision (disposition action), 14.5.2

DeleteHistoryFile right, 5.12.4

deleting

categories, 10.3.1.6

classification guides, 6.3.2.2

classification topics, 6.3.2.6

custom metadata fields, 13.1.3

custom security fields, 6.2.2.5

date entries for indirect triggers, 11.2.6

dispositions rules, 14.8.5

folders, 10.4.2.6

location type, 8.3.5

media types, 8.5.4

object types, 8.4.4

periods, 12.2.4

security classifications, 6.1.2.4

series, 10.2.1.5

storage location, 9.3.5

supplemental markings, 6.4.2.4

triggers, 11.2.4

Desktop Integration Suite

configuration issues, 7.4

disabling indirect trigger period, 11.2.7

disposition

definition, 2.2

editing for specific item, 10.4.2.4

event-based, 2.5

time-based, 2.5

time-event, 2.5

Disposition Action Info Page, A.10.1.3

disposition actions

Accession, 14.5.3

Activate, 14.5.3

Approve Deletion, 14.5.2

Archive, 14.5.4

Checkin New Revision, 14.5.3

Close, 14.5.3

Create Content Server Archive, 14.5.4

Create Volume, 14.5.4

creating, C.1.1.1

Cutoff, 14.5.3

Cutoff and Create Volume, 14.5.3

Declassify, 14.5.1

Delete All Revisions, 14.5.2

Delete Old Revisions, 14.5.2

Delete Previous Revision, 14.5.2

Delete Revision, 14.5.2

deleting, C.1.2

Downgrade Classification, 14.5.1

Expire, 14.5.3

Mark Related Content, 14.5.3

Move, 14.5.4

No Action, 14.5.3

Notify Authors, 14.5.3

Obsolete, 14.5.3

Review Classification, 14.5.1

Supersede, 14.5.3

Transfer, 14.5.4

Upgrade Classification, 14.5.1

Disposition Actions Configuration Page, A.10.1.4

Disposition Information Page, A.11.3

disposition instruction

definition, 2.2

disposition instructions, 14

Disposition Instructions Page, A.11.1

Disposition Rule screen, A.11.2

disposition rules, C.1.4

copying, 14.8.3

creating, 14.8.2

deleting, 14.8.5

inheritance, 10.1.3.5

rights required for, 5.3.15

disposition types

overview, 3.10.2.1

dispositions

cutoffs, 14.6

event, 14.1.1

precedence, 14.7

retention periods, 14.6

time, 14.1.2

time-event, 14.1.3

user-friendly captions, 14.8.1

viewing information about, 14.8.4

documentation, 1.4

Downgrade Classification (disposition action), 14.5.1

dyanmic hold, 15

---

E

ECM Tab, 5.12.8

Edit Object Type Relationships Page, A.5.2.3

Edit RMA Rights screen, A.4.3

EditIfAuthor right, 5.12.3

editing

classification topic settings, 6.3.2.5

folders, 10.4.2.3

media types, 8.5.3

object types, 8.4.2

storage locations, 9.3.3

editing folder disposition, 10.4.2.4

editing location types, 8.3.3

e-mail notification for freezes, 15.1.7

Enabled Features Page, A.1.1

enabling

classified security, 6.1.2.1

custom security fields, 6.2.2.1

supplemental markings, 6.4.2.1

user-friendly caption in dispositions, 14.8.1

ERM Admin and ERM Requestor rights

External.Create, 5.12.8

External.Edit, 5.12.8

External.Read, 5.12.8

ERM Admin rights

External.Admin, 5.12.8

External.Delete, 5.12.8

event dispositions, 2.5, 14.1.1

examples

custom direct triggers, 11.3.2

custom periods, 12.2.5

custom security fields, 6.2.3

dispositions, 14.9

Expire (disposition action), 14.5.3

Expired trigger, 14.3.2

Exploring Retention Schedule Page, A.6.1

external authentication provider, 3.2.3

external content, 2.1.3.1, 2.1.3.1

external items, 2.2

external source

registering, 16.2.1.5

unregistering, 16.2.1.6

external URM source

viewing configuration settings, 16.2.1.7

External.Admin right, 5.12.8

External.Create right, 5.12.8

External.Delete right, 5.12.8

External.Edit right, 5.12.8

External.Read right, 5.12.8

---

F

features of Physical Content Management, 2.3

Fields for Metadata Page, A.9.2

file plans, 10.1.1

and retention schedules, 10.1.1

enabling, 10.1.1

filing date, 2.1.2

fiscal calendar, 7.1.1

Folder rights

Create, 5.12.3

Delete, 5.12.3

Edit, 5.12.3

EditIfAuthor, 5.12.3

EditReview, 5.12.3

Freeze/Unfreeze, 5.12.3

Move, 5.12.3

Open/Close, 5.12.3

Read, 5.12.3

UndoCutoff, 5.12.3

folder state, 11.1.1.3

Folder Tab, 5.12.2, 5.12.3

folders

creating, 10.4.2.1, 10.4.2.2

definition, 2.2

deleting, 10.4.2.6

disposition inheritance, 10.1

editing, 10.4.2.3

examples, 10.4.3.1

moving, 10.4.2.5

overview, 10.4.1

rights, 5.12.3

rights required for, 5.3.11

setting up-, 10.4

Folders Retention overview, 10.1.2

Formerly Restricted Data supplemental marking, 6.4.2.6

freeze, 15

definition, 2.2

Freeze Configuration Page, A.10.2.1

Freeze Information Page, A.10.2.3

freezes

creating, 15.1.1

deleting, 15.1.3

e-mail notification, 15.1.7

searching for frozen items, 15.1.6

unfreezing, 15.1.4, 15.1.5, 15.1.5

viewing information about, 15.1.2

freezing

folios, 15.1.4

freezing items, 15.1.4

Frozen Content Page, A.10.2.4

Frozen Item Page, A.10.2.4

frozen items, 15.1.6

---

G

GetAllFilePlan right, 5.12.6

glossary, Glossary

---

H

hiding

series, 10.2.1.3

hierarchy

classification levels, 6.1.1.2

retention schedule plan, 10.1.3.1

---

I

icons

customization, 8.3.2.1

location types, 8.3.1, 8.3.2, 9.2.2.1

image of location type, A.5.1.2

Indirect Trigger Date Entries Page, A.7.4

indirect triggers

date entries, 11.2.5, 11.2.6

defining date entries, 11.2.5

deleting date entries, 11.2.6

disabling trigger period, 11.2.7

overview, 11.1.5

setting up Audit Approval trigger, 11.2.5

information

categories, 10.3.1.2

classification guides, 6.3.2.3

classification topics, 6.3.2.7

custom security fields, 6.2.2.4

dispositions, 14.8.4

items in storage locations, 9.3.8

periods, 12.2.2

series, 10.2.1.2

storage locations, 9.3.4

supplemental markings, 6.4.2.3

triggers, 11.2.2

inheritance of attributes, 10.1.3.2

disposition instructions, 10.1.3.5

frozen content status, 10.1.3.6

frozen folder status, 10.1.3.6

permanent status, 10.1.3.4

review status, 10.1.3.3

interface

Access Control Edit Section, A.4.2

Add/Edit New Provider Page, A.12.2

Administer Classification Topic Page, A.4.6.3

Assigned Rights Page, A.4.1

Configure Classification Guide, A.4.6.1

Configure Custom Security Page, A.4.5.1

Configure Dispositions Page, A.10.1.1

Configure Location Types Page, A.5.1.1

Configure Media Type Page, A.5.2.4

Configure Object Types Page, A.5.2.1

Configure Periods Page, A.8.1

Configure Physical Settings Page, A.3

Configure Report Element Page, A.13.2

Configure Report Sources Page, A.13.5

Configure Reports Settings Page, A.13.1

Configure Retention Settings Page, A.2

Configure Scheduled Events Page, A.12.8

Configure Security Classification Page, A.4.4.1

Configure Supplemental Markings Page, A.4.7.1

Configure Topic Settings Page, A.4.6.5

Configure Triggers Page, A.7.1

Configuring Custom Barcode Page, A.5.1.5

Create Custom Barcode Dialog, A.5.1.6

Create Object Type Page, A.5.2.2

Create Storage Page, A.5.1.4

Create/Edit Batch Storage Import File Page, A.5.1.7

Create/Edit Classification Guide Page, A.4.6.2

Create/Edit Classification Topic Page, A.4.6.4

Create/Edit Custom Security Field Page, A.4.5.2

Create/Edit Disposition Action Page, A.10.1.2

Create/Edit Freeze Page, A.10.2.2

Create/Edit Indirect Trigger Date Entries Page, A.7.5

Create/Edit Location Type Page, A.5.1.2

Create/Edit Media Type Page, A.5.2.5

Create/Edit Metadata Field Page, A.9.3, A.9.4

Create/Edit Period Page, A.8.2

Create/Edit Records Folder Page, A.6.4.1

Create/Edit Retention Category Page, A.6.3.1

Create/Edit Security Classification Page, A.4.4.2

Create/Edit Series Page, A.6.2.1

Create/Edit Supplemental Marking Page, A.4.7.2

Create/Edit Trigger Type Page, A.7.2

Default Metadata for Checked-in Reservation Entries Page, A.5.1.3

Disposition Action Info Page, A.10.1.3

Disposition Actions Configuration Page, A.10.1.4

Disposition Information Page, A.11.3

Disposition Instructions page, A.11.1

Disposition Rule screen, A.11.2

Edit Object Type Relationships Page, A.5.2.3

Edit RMA Rights screen, A.4.3

Enabled Features Page, A.1.1

Exploring Retention Schedule Page, A.6.1

Fields for Metadata Page, A.9.2

Freeze Configuration Page, A.10.2.1

Freeze Information Page, A.10.2.3

Frozen Item Page, A.10.2.4

Indirect Trigger Date Entries Page, A.7.4

Map Custom FieldspPage, A.12.6

Map/Edit Custom Field Dialog, A.12.7

Metadata History Page (categories), A.6.3.3

Metadata Information Page, A.9.5

Metadata List Page, A.9.1

Period Information Page, A.8.3

Period Reference Page, A.8.4

Physical Items Pages, A.5.1.10

Provider Information Page, A.12.4

Provider List Page, A.12.3

Records Folder Information Page, A.6.4.2

Register Source Page, A.12.1

Retention Category Information Page, A.6.3.2

Select Media Type Page, A.5.2.6

Select Retention Series screen, A.6.2.3

Select Storage Location dialog, A.5.1.8

Series Information Page, A.6.2.2

Setup Checklist Page, A.1.2

Source Configuration Information Page, A.12.5

Synchronization Log Page, A.12.9

Trigger Information Page, A.7.3

XML Data Dialog, A.13.6

internal content, 2.1.3.1, 2.1.3.1

---

L

labels

storage locations, 9.3.9

Last New Record Added trigger, 14.3.2

layouts supported, 2.4

layouts supported in product, 2.4

LDAP, 3.2.3

lifecycle of retained content, 2.1.2

links

rights required for, 5.3.16

location types, 9.2.2.1

allowing storage of content, A.5.1.2

configuration, 8.3

creating --, 8.3.3

customization of icons, 8.3.2.1

deleting --, 8.3.5

example, 8.3.7

icons, 8.3.1, 8.3.2

image, A.5.1.2

predefined --, 8.3.1

reordering --, 8.3.6

viewing information about --, 8.3.4

---

M

Map Custom Fields Page, A.12.6

Map/Edit Custom Field Dialog, A.12.7

mapped metadata field

editing, 16.2.2.2

Maximum Items Allows option, A.5.1.4

media types

configuration, 8.5

creating --, 8.5.2

deleting --, 8.5.4

editing --, 8.5.3

overview, 8.5

predefined --, 8.5.1

viewing information about --, 8.5.3

metadata

default values for --, 8.6

metadata field information, 13.1.2

metadata for reservations, 8.6, 8.6.1

metadata history

categories, 10.3.1.3

Metadata History Page

categories, A.6.3.3

Metadata Information Page, A.9.5

Metadata List Page, A.9.1

mobile bar code reader, C.3

Move (disposition action), 14.5.4

moving

categories, 10.3.1.5

folders, 10.4.2.5

series, 10.2.1.4

---

N

names of batch-created --, 9.3.2

names of batch-created storage locations, 9.3.2

navigating retention schedule, 10.1.4

new features, 1.3

New Revision Date trigger field, 11.2.1

No Action (disposition action), 14.5.3

No Longer Latest Revision trigger, 14.3.2

non-permanent item, 2.1.3.3

NoPostFilterSearch right, 5.12.5

NoRmaSecurity right, 5.12.5

notification reviewer, A.11.2

Notify Authors (disposition action), 14.5.3

NumberOfStorageTypeRootsToShow parameter, 9.1

---

O

object types

configuration, 8.4

creating --, 8.4.2

deleting --, 8.4.4

editing, 8.4.2

editing relationships between --, 8.4.5

overview, 8.4

predefined --, 8.4.1

viewing information about --, 8.4.3

obsolete

and content items, 10.1.4.1

trigger, 14.3.2

Obsolete (disposition action), 14.5.3

Obsolete and Delete Approved trigger, 14.3.2

Occupied (storage object status), 9.2.2.4

offsite processing workflow, 7.3

offsite storage workflow

creation, 7.3.2.3

Oracle Fusion Middleware

using single sign-on, 3.2.5

using SSL, 3.2.4

using web services, 3.2.6

Oracle Fusion Middleware application

using LDAP authentication provider, 3.2.3

order

location types, 8.3.6

order of security classifications, 6.1.2.3

'Other' storage location, 9.1

outgoing provider

defining, 16.2.1.1

deleting, 16.2.1.4

disabling, 16.2.1.3

editing, 16.2.1.2

viewing configuration settings, 16.2.1.8

overview, 2.2

---

P

PCM Admin and PCM Requestor rights

Physical.Create, 5.12.7

Physical.Edit, 5.12.7

Physical.Read, 5.12.7

Reservation.Create, 5.12.7

Reservation.Edit, 5.12.7

Reservation.Read, 5.12.7

Storage.Read, 5.12.7

Storage.Reserve, 5.12.7

PCM Admin rights

Admin.Location.Types, 5.12.7

Admin.Manager, 5.12.7

Admin.PrintLabel, 5.12.7

Barcode.Process, 5.12.7

ChargeBacks.Adjust, 5.12.6

ChargeBacks.Admin, 5.12.6

ChargeBacks.Create, 5.12.5

ChargeBacks.Delete, 5.12.6

ChargeBacks.Edit, 5.12.6

ChargeBacks.MarkPaid, 5.12.6

ChargeBacks.PrintInvoices, 5.12.6

ChargeBacks.Read, 5.12.6

Physical.Delete, 5.12.7

Physical.Move, 5.12.7

Reservation.Delete, 5.12.7

Reservation.Process, 5.12.7

Storage.Block, 5.12.7

Storage.Create, 5.12.7

Storage.Delete, 5.12.7

Storage.Edit, 5.12.7

PCM Tab, 5.12.7

PerformActions right, 5.12.5

PerformPendingReviews right, 5.12.5

Period Information Page, A.8.3

Period Reference Page, A.8.4

periods

calendar, 12.2.1

deleting, 12.2.4

examples, 12.2.5

setting up, 12.1

viewing information about, 12.2.2

viewing references to, 12.2.3

permanent items, 2.1.3.3

Physical Content Management

features, 2.3

overview, 2.3

Physical Content Manager

barcode values for users, 5.13

retention schedules, C.1.4

physical items

in storage locations, 9.3.8

Physical Items Pages, A.5.1.10

Physical.Create right, 5.12.7

Physical.Delete right, 5.12.7

Physical.Edit right, 5.12.7

Physical.Move right, 5.12.7

Physical.Read right, 5.12.7

Position, 8.3.1, 9.2.1

precedence of disposition instructions, 14.7

Preceding Action trigger, 14.3.1

preceding disposition action, 11.1.1.2

printing labels

storage locations, 9.3.9

priority of reservation requests, A.3

PrivilegedEnvironment right, 5.12.5

product

documentation, 1.4

product overview, 2.2

product processes, 2.5

properties of storage objects, 9.2.2

Provider Information Page, A.12.4

Provider List Page, A.12.3

---

R

record folder

overview, 3.9.1.3

Record rights

Create, 5.12.4

CreateLink, 5.12.4

Delete, 5.12.4

DeleteHistoryFile, 5.12.4

Edit, 5.12.4

EditReview, 5.12.4

Freeze/Unfreeze, 5.12.4

NoPostFilterSearch, 5.12.5

Read, 5.12.4

UndoCutoff, 5.12.4

UndoRecord, 5.12.4

Unlink, 5.12.4

Upgrade/Downgrade, 5.12.4

Record tab, 5.12.4

RecordManager right, 5.12.5

records

classified, 6.1.1

declassified, 6.1.1

unclassified, 6.1.1

records classification

overview, 6.1.1

Records Folder Information Page, A.6.4.2

references

periods, 12.2.3

security classifications, 6.1.2.6

triggers, 11.2.3

refining ACLs, 5.8.1

Register Source Page, A.12.1

relationships between object types, 8.4.5

reordering

location types, 8.3.6

Report Checkin Page, A.13.3

Report Template Page, A.13.4

reports

rights required for, 5.3.17

Reports right, 5.12.5

Request History Period setting, A.3

request priority, A.3

Rescinded trigger, 14.3.2

resending freeze e-mail notification, 15.1.7

reservation processing workflow, 7.3

creation, 7.3.2.2

Reservation.Create right, 5.12.7

Reservation.Delete right, 5.12.7

Reservation.Edit right, 5.12.7

Reservation.Process right, 5.12.7

Reservation.Read right, 5.12.7

reservations, A.3

default metadata for --, 8.6, 8.6.1

delete completed requests, A.3

deleting --, A.3

modifying --, A.3

storage locations, 9.3.7

updating waiting list, A.3

Reserved (storage object status), 9.2.2.4

reserving storage locations, 9.3.7

Restricted Data supplemental marking, 6.4.2.6

retention categories, see categories, 10, 10

retention category

copy, 10.3.1.4

overview, 3.9.1.2

Retention Category Information Page, A.6.3.2

retention options, 3.5

retention period

overview, 3.10.2.3

retention period cutoff, 11.1.1.1

Retention Period Cutoff trigger, 14.3.1

retention periods, 14.4, 14.6

retention schedule, 2.2

attribute inheritance, 10.1.3.2, 10.1.3.2

hierarchy, 10.1.3.1

levels, 10.1.4

management, 3.9.1

menus, 10.1.4.1

navigation, 10.1.4

object characteristics, 10.1.3.1

planning, 10.1.3

review status attributes, 10.1.3.3

setup, 3.9

retention schedule components

classification guides, 6.3

custom direct triggers, 11.3.2

periods, 12.1

security classifications, 6.1

triggers, 11.1

retention schedules, C.1.4

RetentionScheduleArchive right, 5.12.5

Review Classification (disposition action), 14.5.1

review status

inheritance, 10.1.3.3

reviewing category rules, 14.2

rights, 5.3

administration, 5.12.5

archives, 5.3.12

assigning to user roles, 5.11, 5.11.1

audit trail, 5.3.14

categories, 5.3.10, 5.12.2

classification guides, 5.3.5

content management, 5.3.18

custom barcode actions, 5.3.19

custom dispositions, 5.3.19

custom reports, 5.3.19

disposition rules, 5.3.15

folders, 5.3.11

links, 5.3.16

reports, 5.3.17

required to perform tasks, 5.3

screening, 5.3.13

series, 5.3.9, 5.12.1

supplemental markings, 6.4.1

viewing assigned, 5.2

RoleEntityACL, 10.1

roles

assigning rights to, 5.11, 5.11.1

ermadmin, 5.2

ermrequestor, 5.2

pcmadmin, 5.2

pcmrequestor, 5.2

predefined, 5.2

rma, 5.2

rmaadmin, 5.2

rmalocalrecordsofficer, 5.2

viewing assigned, 5.2

Room, 8.3.1, 9.2.1

Row, 8.3.1, 9.2.1

---

S

Scheduled Declassify Date trigger, 14.3.2

Scheduled Downgrade Date trigger, 14.3.2

screening

rights required for, 5.3.13

Screening right, 5.12.5

search results

unfiltered, 5.12.5

search templates, 2.4

search templates supported in product, 2.4

Secret classification level, 6.1.1.1.2

security

access control lists (ACLs), 5.8

assigning rights to user roles, 5.11

rights, 5.3

setting preferences, 5.10

security classifications, 6.1

assigning to users, 6.1.2.7

creating, 6.1.2.2

deleting, 6.1.2.4

removing from users, 6.1.2.9

setting declassification time frame, 6.1.2.5

setting order of, 6.1.2.3

setting up, 6.1

viewing references to, 6.1.2.6

security fields

setting up custom, 6.2

security group

defined, 5.6

security groups, 3.6.3

security matrix, 5.9

security rights, 3.6.3

security rights and roles, 3.6.4

security roles, 3.6.3

PCM Administrator, 3.6.3

PCM Requestor, 3.6.3

pcmadmin, 3.6.3

pcmrequestor, 3.6.3

Records Administrator, 3.6.3

Records Officer, 3.6.3

Records User, 3.6.3

rma, 3.6.3

rmaadmin, 3.6.3

rmalocalrecordofficer, 3.6.3

SecurityClassifications right, 5.12.5

Select Media Type Page, A.5.2.6

Select Retention Series screen, A.6.2.3

Select Storage Location dialog, A.5.1.8

SelectAuthor right, 5.12.5

SelectMeta right, 5.12.5

series

categories, 5.12.2

creating, 10.2.1.1

definition, 2.2

deleting, 10.2.1.5

hiding, 10.2.1.3

moving, 10.2.1.4

rights, 5.12.1

rights required for, 5.3.9

setting up, 10.2

uses, 10.2

viewing information about, 10.2.1.2

series creation

overview, 3.9.1.1

Series Information Page, A.6.2.2

Series rights

Create, 5.12.1

Delete, 5.12.1

Edit, 5.12.1

Move, 5.12.1

Read, 5.12.1

Series Tab, 5.12.1

setting ACLs, 5.8.1

setting fiscal calendar, 7.1.1

setting security preferences, 5.10

setting up classification guides, 6.3

setting up custom direct triggers, 11.3.2

setting up periods, 12.1

setting up Physical Content Manager

default metadata values, 8.6

location types, 8.3

media types, 8.5

object types, 8.4

retention schedules, C.1.4

setting up security classifications, 6.1

setting up triggers, 11.1

settings, see 'configuration settings'

Setup Checklist Page, A.1.2

ShareFavorites right, 5.12.5

Shelf, 8.3.1, 9.2.1

single sign-on, 3.2.5

Source Configuration Information Page, A.12.5

space management, see 'storage space'

space, see 'storage space'

SSL, 3.2.4

SSO, 3.2.5

status of storage objects, 9.2.2.4

Available, 9.2.2.4

Occupied, 9.2.2.4

Reserved, 9.2.2.4

storage location labels, 9.3.9

storage locations, 9.3.2

allowing storage in --, A.5.1.2

barcode label, A.5.1.4

batch creation of --, 9.3.2

blocking --, 9.1, 9.3.6

canceling the reservation of --, 9.3.7

creating -- in batch, 9.3.2

creating single --, 9.3.1

deleting --, 9.3.5

editing --, 9.3.3

labels for --, 9.3.9

reserving --, 9.3.7

unblocking, 9.3.6

viewing information about --, 9.3.4

viewing physical items, 9.3.8

storage objects

location type, 9.2.2.1

properties, 9.2.2

storage status, 9.2.2.4

storage of content in location types, A.5.1.2

storage space

batch creation of --, 9.3.2

considerations, 9.1

Storage.Block right, 5.12.7

Storage.Create right, 5.12.7

Storage.Delete right, 5.12.7

Storage.Edit right, 5.12.7

StorageImport.hda, 9.5, A.5.1.7

Storage.Read right, 5.12.7

Storage.Reserve right, 5.12.7

subject to review items, 2.1.3.3

Supersede (disposition action), 14.5.3

Superseded trigger, 14.3.2

Superseded Twice trigger, 14.3.2

supplemental markings, 6.4

assigning to users, 6.4.2.5

creating, 6.4.2.2

deleting, 6.4.2.4

enabling, 6.4.2.1

Formerly Restricted Data, 6.4.2.6

overview, 6.4.1

Restricted Data, 6.4.2.6

rights required for, 6.4.1

viewing information about, 6.4.2.3

Synchronization Log Page, A.12.9

synchronizing data, 16.3.1

system-derived triggers, 11.1.1

content state, 11.1.1.3

folder state, 11.1.1.3

item state, 11.1.1.3

preceding action, 11.1.1.2

retention period cutoff, 11.1.1.1

---

T

time dispositions, 2.5, 14.1.2

time period

definition, 2.2

time-event dispositions, 2.5, 14.1.3

Top Secret classification level, 6.1.1.1.1

Transfer (disposition action), 14.5.4

trigger

definition, 2.2

Trigger Information Page, A.7.3

triggering event

overview, 3.10.2.2

triggering events, 14.3

Activated, 14.3.2

Audit Approval, 14.3.3

Canceled, 14.3.2

Declassified Date, 14.3.2

Delete Approved, 14.3.2

Expired, 14.3.2

Last New Record Added, 14.3.2

No Longer Latest Revision, 14.3.2

obsolete, 14.3.2

Obsolete and Delete Approved, 14.3.2

Preceding Action, 14.3.1

Rescinded, 14.3.2

Retention Period Cutoff, 14.3.1

Scheduled Declassify Date, 14.3.2

Scheduled Downgrade Date, 14.3.2

Superseded, 14.3.2

Superseded Twice, 14.3.2

triggers

creating, 11.2.1

custom, 11.1.2

custom direct, 11.3.2

deleting, 11.2.4

examples, 11.3.1

setting up, 11.1

system-derived, 11.1.1

viewing information about, 11.2.2

viewing references to, 11.2.3

Triggers right, 5.12.5

types of content, 2.1.3

---

U

unblocking storage locations, 9.3.6

unclassified content, 2.1.3.2

unclassified records, 6.1.1

unfiltered search results, 5.12.5

unfreezing

content, 15.1.5

unregistering external source, 16.2.1.6

Upgrade Classification (disposition action), 14.5.1

user labels

barcode values for users, 5.13

user-friendly captions

dispositions, 14.8.1

---

V

variables

NumberOfStorageTypeRootsToShow, 9.1

see configuration variables, 7.5

viewing information

categories, 10.3.1.2

classification guides, 6.3.2.3

classification topics, 6.3.2.7

custom security fields, 6.2.2.4

dispositions, 14.8.4

items in storage location, 9.3.8

location types, 8.3.4

media types, 8.5.3

object types, 8.4.3, 8.4.5

periods, 12.2.2

series, 10.2.1.2

storage locations, 9.3.4

supplemental markings, 6.4.2.3

triggers, 11.2.2

viewing metadata history

categories, 10.3.1.3

viewing rights, 5.2

viewing roles, 5.2

---

W

waiting list for reservations, A.3

Warehouse, 8.3.1, 9.2.1

web services, 3.2.6

WNA deployment, 3.2.2

workflow

category disposition, 7.3

offsite processing, 7.3

prerequisites, 7.3.1

process, 7.3.1

reservation processing, 7.3

workflow for reservations, A.3

workflows

needed for URM, 7.3

setting up, 7.3

---

X

XML Data Dialog, A.13.6