Records Management forum

can anyone send me a link to records management forum.

athol
have you got an idea how do i post record management related questions. The thing is that i can search for records management questions but there is no option to post new question.
jay-jay

Similar Messages

TREX index for Records management in CRM

Hi All,
Hopefully this is the correct forum to post this question, if not please let me know the correct one.
Does anyone have any information on linking TREX to RMPS?
This is to resolve an issue where the case search on business partner first and last name fields are case sensitive in the electronic desk. In the DMWB we have ticked the Index-Relevant option but have been advised that we also need the link to TREX.
I have set up a TREX search index for the Solutions database in the past but setting this up for Records management doesn't seem to be as easy.
Many thanks in advance.
Gary Hawkins

Hi Vishnu,
Try this BAPI: BAPI_BUSPROCESSND_CREATEMULTI
BAPI_BUSPROCESSND_SAVE
Regards
Arun Kumar
Rewards Points if it helps.

Oracle Universal Records Management adapter with FAST ESP

This is my first post on the forums and I have limited Oracle exposure. So if I’m posting in the incorrect spot or there are some other guidelines I need to observer, please let me know.
I’m trying to figure out the possibility of leveraging the Oracle Universal Records Management adapter for SharePoint in Records Management with FAST ESP (a best of class enterprise search platform). From the technical documents I’ve read on the adapter, it looks like it heavily relies on SharePoint search as the “feed’ for content. Does this mean that the SharePoint Search is required for the SharePoint adapter? As in environments that deploy FAST ESP also need to maintain SharePoint search for the adapter. Or can the adapter leverage FAST ESP?
Any insight would be appreciated.
TIA

anyhow i have tried ur tips as much i unterstand them (some of the command in cmd prompt and rest in sql plus)
it notifies an error of missing a datafile that i have corrected and finally the login page appeared in the em. also connection from sql plus is successful.
now while connecting to oracle through ORACLE DEVELOPER TOOL for .NET, i got this error:
"An error occured while opening the connection, connection must be open for this operation"
if i tried to connect through SYS as NORMAL it gave me the error to connect as SYSDBA or SYSOPER that is a valid error, but wat for the connection open error.
thanx.

Records Management: Model for customer - project - records hierarchy

Hello,
starting with RM I just created a static structure for customer data. This works pretty well at the beginning level.
Now I would like to add a hierarchy to the customer data. The next level in the structure should be projects with the project that are associated with the customer. The projects are managed with PS. So every time a PSP element is created on a special level will automatically create some model nodes with elements (offer, order, .. ). Under the level of the projects there should be records like offer, order, ..
Could someone could give me some hints how to solve this, please? What is the best practice for something like that?
Is this the right forum for this question?
Thanks a lot,
Vanessa

Dear Vanessa,
Unfortunately, we have not been able to get an exclusive forum for RM hence, a post anywhere with Records Management or Case Management will be good(I generally search for questions on these keywords).
For your question - adding a new sub-structure to the same record or case everytime there is a project etc is created is technically not feasible. Even if you make this feasible by programming it will be very difficult to maintain. I would recommend to have an object(record or case) for every sub-structure that needs to be created with a separate record model for the sub-structure.
For eg - if you need to create & add a new sub-project to a main project every time for an event, then instantiate an object(record/case) & then add it to the project record.
Some points to consider - recommendation is to not to have more than 1000 objects linked to any one folder as after that time consumed to expand the folder becomes visibly high for the user.
Hope this helps...
Best Regards,
Pragya

Records Management - transports

Hello,
i have a question regarded to Records Management.
Does anybody know how to add to the transport request more documents all at once?
We just know how to add one document and it's quite annoying if there is like 50 documents and we need to repeat it 50 times.
Thank you.
Regards.
Daniel

Hello Joe,
thank you for your response.
I haven't meant the element type definition but the documents stored in RM.
In our case we have lot's of .RTF, .DOC, .PDF documents that we need to transport from DEV to QA.
But now the bigger problem has appeared. We have lots of problems with transports (DEV to QA) that contains RM objects. I will create separate forum thread for that question.
Thank you.
Regards,
Daniel

Setup Records Management Centre

Good day, I truly hope someone will be able to help me? I am creating a records centre for a client for the first time in my life :-) on SharePoint 2013. The client has a Document Management system with sub sites for each department, e.g. HR
sub site, Legal sub site, Finance sub site. But the records management structure they use, looks different. For example, Management Communication, Policies, Meeting Docs, Finance FAQs, HR FAQs.
Within each department sub site is for example Meeting Minutes, Agendas and all those need to move to Meeting Document in the Records Centre.
Main Site
HR Sub site
Meeting Minutes (move to Meeting Docs)
FAQs (move to HR FAQs)
Leave Policy (move to Policies)
Finance Sub site
Meeting Minutes (move to Meeting Docs)
FAQs (move to Finances FAQs)
Cellphone Policy (move to Policies)
Records Centre
Meeting Docs
Policies
Finance FAQs
HR FAQs
Now the documents should move when 6 months old: the Meeting minutes of both sub sites should move to Meeting Docs in Records Centre and the two Policies should move to Policies in Records Centre, the FAQs in HR should move to HR FAQs and the FAQs
in Finance should move to Finance FAQs.
I see I can set up a retention on the Information Management policy in each library of the sub sites, but when it reach the 6 months period it should start a workflow - notifying the Document Owner to declare as record. But I can not see a workflow
in 2013 designer that declares a record. And how do I indicate in each library which documents should move to which Records Centre library? Especially the FAQs that each has a separate folder
Please help / if you can show me where I can find a tutorial on how to set it all up, I'll appreciate it very much. Thank you.

Hi,
In SharePoint Designer 2013, the actions "Send Document Set to Repository" and "Declare Record" are deprecated. We only can use them in SharePoint 2010 workflow platform. More information about changes in SharePoint Designer 2013, please
refer to the link:
http://msdn.microsoft.com/en-us/library/office/jj728659(v=office.15).aspx
So, if you want to send documents into Records Center, I suggest you use SharePoint 2010 workflow platform with the action "Send Document Set to Repository". If you want to notify the document owner, you can add an action "Send an Email".
About how to use "Send Document Set to Repository", you can refer to:
http://blogs.c5insight.com/Home/tabid/40/entryid/228/Submitting-a-Document-Set-to-a-SharePoint-2010-Repository-in-Workflow.aspx
In each library of each sub site, you need to create the workflow, and configure Information Management Policy to start the workflow.
In the Records Center, create one Record Library for each library(ex. Meeting Doc, Policies, etc), when a document is added into a Record Library, the document will be declared as record automatically. So, it is not necessary to declare documents as record
in workflow.
So, next, in the Records Center site, you need to do is creating a content organizer rule for the documents of each type library to route documents to certain record libraries.
About how to create content organizer rules, please refer to the link:
https://support.office.com/en-us/article/Create-Content-Organizer-rules-to-route-documents-74dfe36d-e3d6-40b7-9a5c-beea0c84deed?ui=en-US&rs=en-US&ad=US
Best Regards,
Wendy
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Wendy Li
TechNet Community Support

Records Manager error message

Hi there,
We just recently upgraded to Records Manager from TRIM version 7.1 and we have been having some issues that I am hoping someone can give me advice on.
My collegue keeps getting an error message saying "The requested operation cannot be performed on a file with a user-mapped section open (#800704c8). She is currently working on a PowerPoint file that has never been saved in Records Manager. She is copying and pasting information from another PowerPoint presentation (also not saved in Records Manager) into this new one. Everytime she copies something to a new slide and hits save this message appears. Hitting 'OK' makes it disappear for a minute then it reappears again.
Has anyone ever had a similar issue? I'm sort of stumped since neither of the documents she is working on have any links to Records Manager at all.
Any suggestions are appreciated
Thanks!
Sarah
This question was solved.
View Solution.

Hello SarahECVO,
Welcome to the HP Forums, I hope you enjoy your experience! To help you get the most out of the HP Forums I would like to direct your attention to the HP Forums Guide First Time Here? Learn How to Post and More.
I am sorry, but to get your issue more exposure, I would suggest posting it in the commercial forums, since this is a commercial product. You can do this at
http://h30499.www3.hp.com/t5/HP-Records-Manager-HP-TRIM-Forum/bd-p/itrc-1015
I hope this helps!
Regards
MechPilot
I work on behalf of HP
Please click “Accept as Solution ” if you feel my post solved your issue, it will help others find the solution.
Click the “Kudos, Thumbs Up" on the right to say “Thanks” for helping!

How can I create a model node in SAP Records Management

Product: SAP Records Management
Hi,
I would like to create a model node in a record tree.
I found in the function modul BAPI_RECORD_ADDELEMENT no entry for the creation of a model node. Only the instance and the structure node can create by this function modul.
So, does anyone know a solution to create a model note?
Regards,
Thomas Fanninger

Hi Thomas,
it is not possible with the BAPI due to the piece of coding:
case myElementType.
        when glob_const_elem_type_instance.
          myRecordElement->Type_Set( if_srm_sp_record_element=>type_instance ).
          myRecordInstanceElement ?= myRecordElement.
          loop at element_sp_poid into myElementSpPoidWa.
            mySpPoidWa-id = myElementSpPoidWa-name.
            mySpPoidWa-value = myElementSpPoidWa-value.
            insert mySpPoidWa into table myElementSpPoidTab.
          endloop.
          myElementSpsId = sps_id.
          myElementPoid = myClientService->poid_get_instance( im_rms_id = myRmsId
            im_sps_id = myElementSpsId im_sp_poid = myElementSpPoidTab ).
          myService->check_sp_connection( myElementPoid ).
          myRecordInstanceElement->poid_set( myElementPoid ).
        when glob_const_elem_type_folder.
          myRecordElement->Type_Set( if_srm_sp_record_element=>type_folder ).
        when others.
          perform set_error using '852' return.
          return.
      endcase.
But you can do that by using directly the Records API. How to use this is demonstrated in the report 'SRM_RECORD_API_HOWTO'. Search there for the subroutine 'fillrecordelement'. There a record element for insert is created and its type is set. You can set the type there to 'IF_SRM_SP_RECORD_ELEMENT~TYPE_MODEL'. Of course your POID then may not be an instance POID.
Best regards,
Thomas

IMPORT_FUNCTION in content model for Records management

Hello!
I customized my own content model for documents with my own attributes, it works fine, and everything is ok... but when i define property IMPORT_FUNCTION in DMWB for my content model, it has dump with error "DP_ERROR_GENERAL" when i'm trying to save the new created document... Even if i set function without code for attribute IMPORT_FUNCTION, it still has dump... why?
i need to get info about uploaded file, such as path and etc... i have found this information only in this function.
Thanks for any help...

Hi Luk,
The linkage of module may be very critical. But if you have a requirement for attaching the documents like photo,certificates or other documents related to employee to records management then you can create a radio button to recodrs management screen with help of abap'r and directly attach these documents to respective records management screen.
for linkage it may not feasible or much critical.
Hope this will help.
Regards,
Ravindra

Records Management not appearing in my folder/file properties

I just did a fresh install of OCS_101200.tar.gz . I enabled records management using the steps described in http://download.oracle.com/docs/cd/B25553_01/content.1012/b25275/scenarios.htm#FLSAG129 . I can log into the /rm webapp and create file plans, records policies, etc. But when I right-click on any object in the Collaboration Suite web interface and click Properties, Records Management does not show up as a menu option. Is there an easy fix, or did I mess up the installation?

Hi ckonstanski,
as far as I can remember you have to define at least one record category in the RM Web client ( http://your.OCS.com/rm ) to make the Records tab visible in CS Web client.
Kind regards,
- Roland

Records Management Sytem link to DMS Document

I'm trying to programatically create a document in DMS from Records Management System and create a link to the document. I can create the document using BAPI_DOCUMENT_CREATE2 but cannot figure out a way to link to the document.
Does anyone know if there is a BAPI or function module to do this?

HI Michael,
This cookbook gives an example of how to link a BO to record automatically. You can probably use the same concept
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/40be7649-72f7-2c10-03b9-c85d56eff2e5?quicklink=index&overridelayout=true
BAPIs SRM_RECORD_ADDELEMENT & SRM_RECORD_ADDELEMENTS can be used to add one or more than one elements in a record.
Please note that if adding an object to arecord is one processing step in a bigger process which may need access to same record again & again then it is better to use record APIs(methods of IF_SRM_SP_RECORD) . BAPIs should be used for one off access to records since every BAPI opens record, makes changes & then closes record.
For a bigger process which requires access to same record again & again, opening & closing records so many times becomes costly for performance.
Thanks & Regards,
Pragya

Problem with custom development for documents in Record Management

In Record Management i have setup a record model. It contains Bor objects, documents, cases and so on.
Each kind of record managent object has it own requirements.
For the documents there is a requirement which demands that if the scandate is changed also the date till which the document must be helded in the system must be changed.
This cannot be done automatically via default SAP and i don't want to let the customers do it there selfs, to much risk they make errors, so this must be done via custom development.
The logic searches in a enhanced method for the right attributes from the importing list of available attributes of the particular document.
This is going well in the development system but when i transport it to the test system it fails. I have noticed that the content of a custom developed field ( for example ZSCANDATE) is loaded well but a default field like SRM_DOM_STORAGE_START not. The systems returns an error that the description of the attribute is missing. When i look in the DMWB ( DocuMent WorkBench ) i dont see errors, but afcorse there is one.
What can i have forgotten in my record management installation?
Offcorse the test system is a copy of a working development system, but you have also some things that are system dependent. and i think i have forgotten some of those..
If you have a idea let me know!
kind regards,
Anton Pierhagen.

Hi BalusC,
thanks for the quick answer. I tried it as you said and now I get a validation error in my h:messages tag on my jsf page after submitting the form. There are no errors in my JBoss console, just this one word on my jsf page. Do you have any idea what this could mean?
My two lists look like this:
private ArrayList<GroupBean> selectedItems = new ArrayList<GroupBean>();
private ArrayList<SelectItem> allGroups = new ArrayList<SelectItem>();The allGroups list gets filled like this:
for (GroupBean group: groups){
allGroups.add(new SelectItem(group, group.getName()));
}where groups is a simple collection of GroupBeans which I read from the database. This seems to be correct; at least my list of checkboxes shows the correct group names.
Now here is my selectManyCheckbox:
<t:selectManyCheckbox id="sensor_access" value="#{sensorBacker.selectedItems}" layout="pageDirection" layoutWidth="3">
<f:selectItems value="#{sensorBacker.allGroups}"/>
</t:selectManyCheckbox>Any idea what goes wrong here?
Thanks for your help!
Wiebke

Digital signature in SAP Records Management (SAP Netweaver Folders Manager)

Hi experts,
I have a record with various documents and I want to implement digital signature in documents (Transaction: ORGANIZER). I read in IPS640 SAP Manual that there are a button (key symbol) to do this but I don't have this button. Can you explain me how to implement this?
A lot of thanks in advance.
Regards,

Hi JV,
You need to define the repository in OAC0 transaction. As per my analysis now your document are stored in sap database.
If you are using separate serever then confuigure as follows in OAC0:
Document area : SAP Records Management
Storgae type : RFC Archive
define IP address and port. Then goto CSADMIN and activate the certificate for the same.
or if using SAP Database then make the changes in above areas.
Then these archived documents will get saved in content server instead of sap database.
Hope this will help.
Regards,
Ravindra

Oracle Web Center - Records Management Sessions at Collaborate 12!

Save the Date For COLLABORATE 12!
The COLLABORATE 12 Conference will take place April 22-26 2012 at Mandalay Bay resort in Las Vegas.
Three and a half days of sessions | Search now to determine topics of interest to you and your team members. | Four full tracks dedicated to:
Oracle WebCenter Content, Portal, Sites and Social
Topic Spotlight - Records Management
Trying to control the growth of records in your organization? Do you need to ensure regulatory compliance? Trying to minimize litigation risks? Then Monday at Collaborate is the day for you! On Monday April 23rd, we will have an entire room dedicated to Oracle records management (URM) topics. Learn what Oracle did to implement records management internally and how their email strategy is connected. Discover Nevada Energy’s approach to records management. Listen to the folks from Bezzotech as they teach you how to reclaim physical storage space through records management. All this AND MORE! But, you’ll never know if you’re not there, so get busy and register today! http://events.ioug.org/p/cm/ld/fid=22
This year, collaborate will consist of over 800 sessions total available with more than 75 sessions dedicated to WebCenter and how to optimize and manage your Oracle WebCenter implementations. Hear from Oracle customers, product managers & partners on their experiences with: WebCenter upgrades, user provisioning, workflow, integration, and more! Include Collaborate 12 in your training plans for 2012!
Use this URL see the full line up of WebCenter sessions that will be presented at COLLABORATE 12: http://www.box.com/s/5tec7l46l4c35mhg3vc4
Please take the WebCenter COLLABORATE survey so we can better understand what you would like to see at the COLLABORATE conference. https://www.surveymonkey.com/s/WCSIG1
Make sure to attend WebCenter sessions to be entered in a drawing for prizes. The more WebCenter sessions you attend, the better your odds of winning an Apple iPad 2!
Get an additional entry to the drawing when you register for COLLABORATE. On page three of the registration form when you see the question “What Special Interest Group (SIG) would you like to attend?” select “WebCenter SIG” from the dropdown list.
Register Today! http://events.ioug.org/p/cm/ld/fid=22

First, can you see the agent and host in EM? If not, then you'll need to follow these steps:
emctl secure agent
emctl start agent
emctl config agent addinternaltargets
emctl config agent listtargets
The host and agent must be "green" in EM to discover targets. The last command listtargets will show you what the agent has "auto-discovered". Not all targets can be auto-discovered.
Did you check the Auto Discovery Results to see if the targets are waiting for promotion? If they're not there, then you might have to "manually" discover them.
http://docs.oracle.com/cd/E24628_01/doc.121/e24473/discovery.htm#CBAEGHBH
For each target type, there could be additional pieces that you need to look for when discovering, for example for
SOA - http://docs.oracle.com/cd/E24628_01/install.121/e24215/disc_mon_soa.htm#GSSOA9921
IDM - http://docs.oracle.com/cd/E24628_01/install.121/e24215/idm_discover_config.htm#GSSOA10201

Preload Cache Server Records Management

Hello,
I want to fill/update the content from the content server to the cache server every night. It is possible to do this.
The content is from the Records Management ( TA SCASE).
Which report is necassery for this task.
SAP Content Server: CS Release 6.30 Patch 15
SAP Content Cache Server: CS Release 6.30 Patch 15
Thanks in advance
Matthias Nitschke

Hi,
You can try using the report RSCMSPLD. This report is not application dependent.
Hope it helps you.
Regards,
Ananth

Records Management forum

Similar Messages

Maybe you are looking for