Retention management in WCC 12c

User_Q91MT

I need to know how the retention and disposal of the electronic records work in Webcenter. Requirement is to automate the retention and disposal process so that new& old checked in documents after a certain age can be archived/deleted in WCC 12c.

• Is it mandatory to enable the records management components to achieve it in WCC & does it needs a separate license than WCC.
• The below oracle doc. seems helpful but is somewhat complex. Any specific blogs for configuration & setup of above requirement will be really helpful.

https://docs.oracle.com/middleware/12211/wcc/webcenter-content-manage/GUID-30EFD072-0747-4CAD-B11D-9D877C50C46A.htm#WCCAA1846

@Srinath Menon-Oracle

Srinath Menon-Oracle

There is no specific need for RM module to be enabled for just retention management. It can be done with WCC itself using the following

1. Expire metadata
2. Archiver
3. Framework folders

Since there is a specific time line for which the item need to be retained in the system , when checking in content items you can set up a rule for populating the Expire metadata or let it be manually set up.

Or for that matter, any custom date field metadata could be used as well.

Then along with it create a Search FrameWork folder which uses specific search criteria to add contents to it as and when any items meet the criteria. This will create a specific folder collection with all the items that are having specific dated items.

Then set up Archiver to run an export operation where the search criteria is the date and use the option to set "Delete after successful" export if these items need to be removed completely from the system.

All these are automated mechanism except for Archiver which can be automated as well using a simple custom Scheduler component or a simple java program set up as cron-job.

User_Q91MT

Thanks. Is it beneficial to not use RM, Why?

I'm trying to find more info. to achieve all above 3 steps, specifically the Archiving. However, is there any blog/document to setup RM in 12c as well so that I can see the Pros/cons of using each methods.

Srinath Menon-Oracle

The core product itself has the functionalities which was being looked for, so there is no need to add additional module like RM for it unless there is a specific content governance requirement.

For eg: if you want to set up disposition cycles,physical content management etc then RM is needed.

RM documentation : https://docs.oracle.com/en/middleware/webcenter/content/12.2.1.4/webcenter-content-manage/managing-records.html#WCCAA1842

Archiver details are here : https://docs.oracle.com/en/middleware/webcenter/content/12.2.1.4/webcenter-content-admin/understanding-system-migration-and-archiving.html#GUID-A7CABB6D-AB45-4DF5-AA9D-E12229F0191E