Universal Records Management

Is anyone using URM for physical records and if so, does it handle offsite records storage and retrieval well?

We are in the process of selecting software. I was in reference to file room control activity, such as check in and check out, physical status (location), and follow up functionality to users who have checked out physical files to remind them to return them. Does the software have an interface to deal with thirdy party vendors for offsite storage such as Iron Mountain? Can it produce bar code labels for physical files without custom code? Also does the software support RFID tags?

Similar Messages

  • 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.

  • Issue with schema publishing after installing Universal Records Management

    Installing URM over Content Server has been by far the most random experience I've had so far with any technology... Out of 6 installation attemts of URM, only 1 has been entirely successful.... with no errors.... the rest have errors that makes it impossible to work with the product... The funny thing is that the installation is nothing more than the installation of two components via Component Manager, with a few non-important options in the middle that have always been set to the same value...
    First of all, in the installation guide of URM there are no mentions of required avaliable space in the Database Tablespace (idc_system) and in about half of our attempts (yes the other half didn't generate issues with this...) the 300Mb Tablespace filled up and caused the installation to pause until I added another datafile to that tablespace.
    Secondly, the error that is a constant present in all failed installations is this one:
    Unable to publish the schema. Unable to publish the view 'MediaTypes_View' with relationship 'ObjectTypes_MediaTypes'. Failed to append row. Mismatched number of columns in data result set [ Details ]
    An error has occurred. The stack trace below shows more information.
    !csSchemaUnableToPublish!csSchemaUnableToPublishView2,MediaTypes_View,ObjectTypes_MediaTypes!syFailedAppendRow
    intradoc.common.ServiceException: ! csSchemaUnableToPublishView2,MediaTypes_View,ObjectTypes_MediaTypes
         at intradoc.server.schema.StandardSchemaPublisher.publishViewRelationshipFragments(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisher.publishViewValues(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisher.doPublishing(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisherThread.run(Unknown Source)
    Caused by: java.lang.Error: !syFailedAppendRow
         at intradoc.data.DataResultSet.addRow(Unknown Source)
         at physicalcontentmanager.PhysicalContentManagerFilters.customizeMediaTypeSchema(PhysicalContentManagerFilters.java:688)
         at physicalcontentmanager.PhysicalContentManagerFilters.doFilter(PhysicalContentManagerFilters.java:114)
         at intradoc.shared.PluginFilters.filter(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisher.publishViewRelationshipFragment(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisher.processViewRelationshipPath(Unknown Source)
         at intradoc.server.schema.StandardSchemaPublisher.publishViewRelationshipFragmentsForView(Unknown Source)
         ... 4 more
    This error appears immediatly at the end of the server's first startup, just after all database changes are done upon installing URM. This last attempt I actually went to check the Content Server logs before I tried to login to the instance just to be sure that I wasn't responsible in any way for creating this error, and as I expected it was already there, since this relation is created by one of the Records components.... This error is a product of the URM installation itself and makes it impossible to run any Check-Ins or searches, due to the non-working relation causing Javascript errors which don't allow the forms to load values into any drop-down lists...
    We also register every "move" we make during installations, and as we reviewed what we did we feel we did exactly the same steps (it's not that hard in a one-click installation process...), why only ONE of the installations went okay we're entirely clueless about.... What we do know is that we seriously need this issue fixed, not only is it costing us a ridiculous ammount of time in "attempts" but come on.. this issue shouldn't really exist in a public release... unless we're the only ones being affected by it?
    On a side note, the URM installation was done over a "fresh" component-clean installation of Content Server, so there was nothing of our own custom components that could interact incorrectly with a component of the URM installation.
    If anyone has seen this issue before, please write something here. Thanks in advance,
    - Tiago Dias
    Message was edited by:
    user602700
    Message was edited by:
    user602700

    you should issue a support ticket yourself and get a SR number... that's probably faster than going through the sales guy.
    I'd suggest turning on the "schema" trace section, make it verbose, and restart. You may need to disable all component (including URM) before doing this.
    Something is wrong with the "MediaTypes_View" definition file, which is here somewhere:
    contentserver/data/schema/views/
    just not sure what...

  • Universal Record Management & UCM Adapter incompatibility?

    Hi,
    One of our partners (AL Indigo in South Africa) has hit an issue when they're working with both the UCM adapter and URM as below. I would be interested if anyone has any further ideas on this error. There is a patchset due out for the UCM adapter and we'd like to know if there's a planned fix scheduled.
    'We were installing URM on top of UCM 10.1.4.0 and it generated the following error on restarting the UCM server.
    Failed to initialize the server.
    (internal) 06.15 18:41:56.668 main !csFailedToInitServer (!apErrorWithTable,DocMetaDefinition!syColumnDoesNotExist,dDecimalScale)-exception stack
    intradoc.common.ServiceException: !apErrorWithTable,DocMetaDefinition!syColumnDoesNotExist,dDecimalScale
    at intradoc.server.IdcServerManager.init(IdcServerManager.java:160)
    at IdcServer.init(IdcServer.java:64)
    at IdcServer.main(IdcServer.java:37)
    Caused by: intradoc.data.DataException: !apErrorWithTable,DocMetaDefinition!syColumnDoesNotExist,dDecimalScale
    at intradoc.shared.MetaFieldData.initIndexes(MetaFieldData.java:153)
    at intradoc.shared.MetaFieldData.init(MetaFieldData.java:67)
    at recordsmanagement.RecordsManagementTables.loadMetaFieldDataTable(RecordsManagementTables.java:1904)
    at recordsmanagement.RecordsManagementTables.loadCached(RecordsManagementTables.java:1490)
    at recordsmanagement.RecordsManagementFilters.doFilter(RecordsManagementFilters.java:139)
    at intradoc.shared.PluginFilters.filter(PluginFilters.java:94)
    at intradoc.server.IdcSystemLoader.loadCachedTables(IdcSystemLoader.java:1032)
    at intradoc.server.IdcSystemLoader.loadCaches(IdcSystemLoader.java:953)
    at intradoc.server.IdcServerManager.init(IdcServerManager.java:81)
    ... 2 more
    Error with table 'DocMetaDefinition'. The column 'dDecimalScale' does not exist in this table.
    intradoc.common.ServiceException: !apErrorWithTable,DocMetaDefinition!syColumnDoesNotExist,dDecimalScale
    at intradoc.server.IdcServerManager.init(IdcServerManager.java:160)
    at IdcServer.init(IdcServer.java:64)
    at IdcServer.main(IdcServer.java:37)
    Caused by: intradoc.data.DataException: !apErrorWithTable,DocMetaDefinition!syColumnDoesNotExist,dDecimalScale
    at intradoc.shared.MetaFieldData.initIndexes(MetaFieldData.java:153)
    at intradoc.shared.MetaFieldData.init(MetaFieldData.java:67)
    at recordsmanagement.RecordsManagementTables.loadMetaFieldDataTable(RecordsManagementTables.java:1904)
    at recordsmanagement.RecordsManagementTables.loadCached(RecordsManagementTables.java:1490)
    at recordsmanagement.RecordsManagementFilters.doFilter(RecordsManagementFilters.java:139)
    at intradoc.shared.PluginFilters.filter(PluginFilters.java:94)
    at intradoc.server.IdcSystemLoader.loadCachedTables(IdcSystemLoader.java:1032)
    at intradoc.server.IdcSystemLoader.loadCaches(IdcSystemLoader.java:953)
    at intradoc.server.IdcServerManager.init(IdcServerManager.java:81)
    ... 2 more
    In working this backward, we found that URM appears to be mutually exclusive with the UCM VCR SPI adapter and will ONLY install on top of 10.1.3.3.3. Can you find out for me whether there's an upcoming patch which will also address this issue?'
    Many Thanks
    Rich

    Rich,
    The issue you are reporting is a UCM software incompatibility issue not a WLP software issue - I would suggest you open a Service Request via support against the UCM product line.
    Nothing in the upcoming WLP patches in June/July would address this issue - since it is a UCM issue.
    Regards,
    Marcus Diaz
    Sr. Principal Product Manager
    WebCenter/WLP

  • Universal Records Management - CHECKIN_UNIVERSAL

    Hi,
    I'm trying to checkin a content item using the Soap Client utilizing the CHECKIN_UNIVERSAL Content Server service. When calling the CHECKIN_UNIVERSAL service, the "primaryFile" needs to be initialized within the XML SOAP request. The 'primaryFile' is set to the absolute path to the location of the file in the file system.
    The physical location of the content file(which is an XML file) that I'm trying to checkin is on an Oracle database and not in the file system. How do I specify this on the 'primaryFile' field in the SOAP Request for CHECKIN_UNIVERSAL?
    Thanks in advance for your help!
    -V-

    Hi,
    Is this Oracle database (where XML file is) the same as UCM's Database and XML file resides as UCM's Content Item? Or is it external database?

  • If I'm licensed for Univeral Records Management including...

    Univeral Content Management, Content Server, Records Management adapters (& more), do I still have to purchase a license for Secure Enterprise Search to make Records management work with the FileSystem adapter (that I'm licensed for?). I guess another way to ask the question is: SES is required for the Records Management FileSystem adapter, but does that mean I have to pay extra for it or is it included in the "bundle" I've already purchased?

    After searching (forever) on the Oracle site, I found the answer to my question:
    Oracle Universal Records Management Adapter for File Systems requires Oracle Secure Enterprise Search (SES). The SES license is not included with this adapter and needs to be purchased separately.

  • Records Management crashes Site Studio

    I have not been able to run either RM Corporate or Universal RM on the content server and have Site Studio log in. As soon as either component is loaded it fails to load the fragments with a GET_FILE error complaining about the dID and retention schedule.
    I really need to get records manager up and running as well as Site Studio. Is there a workaround or a mechanism to shut off the retention for just the Site Studio? Or is there some undocumented configuration changes that need to be made to the Site Studio - I have looked at the queries and pages and there is nothing obvious?

    Well your issue if very curious to me. I wondered if in your pages anywhere you coded any kind of redirect? I wouldn't see how it would just direct out to some page on the internet by chance, so I wondered if you had programmed in a redirect, or if in the properties of a node for site studio you set an external url. For nodes in the hierarchy you can now put an external url, which could cause this kind of hting to happen.

  • 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

  • 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.

  • 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

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