Is there a way I can apply RSI separately on documents and metadata ?
If there are Accepted Answers, those will be shown by default. You can switch to 'All Replies' by selecting the tab below.
Might ask internally in RECMAN forum, interesting, so if I understand this
An Object, say for example a Document, has an RM classification
The RM classification has an RSI
At the time of an RM action(like destruction or change life cycle), do you want the Document to follow a certain rule and the metadata to follow a different rule?
You should get Tracy Caughell on this question.
Hi Ankur, RM actions need to be applied to the node so cannot be applied separately to just the Category metadata. You can use a stage in the retention (RSI) to apply some changes to RM metadata updates, such as the Status and Mark Official. If you need just metadata updated, consider a workflow or WebReport.
best, Pat Fennessy RM Product Manager pfenness@opentext.com
Yes, hoping to have something like this. There is an action called as Delete Electronic Format while disposing document which i thought could help in this case.
Essentially a document and metadata should/can be disposed separately since a metadata also provides information.
Thanks for your response.
@Ankur Saxena - assuming you have access, see
Content Server - General - Limiting who can view metadata stubs after the "Delete Electronic Format" stage of a dispostion pros - Community
and
Content Server - General - Destroy and Delete Electronic Format Dispositions? - Community
The "Delete Electronic Format" will remove the content but leaves a "tombstone" with the metadata (categories/attributes, item properties and I think audit trail) remaining.
What's your goal? i.e. if you want to get rid of the document and associated metadata you'd traditionally use the "Destroy" option in the disposition search.
If you're goal is to destroy the content, but limit who can see the categories/attributes then depending on your specific needs and processes then an add-on that Fastman produce may be of benefit - I can provide further information on request.
Thanks David.
My requirement in layman's terms is to have the separate disposition timeline on document and its associated metadata. The how part is something I am exploring options. I understand different option such as Delete Electronic format and Destroy but 'Metadata Retentions' is something which has come up.
Does this Fastman product is only to restrict permissions on the objects which is disposed using Delete Electronic Format or it has other uses?
Thanks Pat. Is something like a feature request on data masking or else is in plans for RM?
The Fastman product is known as Access Manager. Feel free to browse our website for further information, or reach out using
Contact Us | Fastman
Access Manager enables us to define rules based on criteria, who these rules apply to and then functions to "block". i.e. I could define a rule that says "whenever category X is applied to a document, if the logged in user belongs to group Z, then prevent them from using audit, viewing metadata". This would occur irrespective of whether the user had permissions on the object itself.
In your specific case, my inclination is that if you're automatically processing the disposition search result (as oppossed to requiring someone to manually action), then you could use a WebReport Trigger on "Disposition Search Completion" - i.e. the web report runs when the search completes. The WebReport would then "tag" the items (using a standard classification) and this would then be used to determine which objects access to specific functions are restricted upon.
Alternately, there's a webreport trigger for Finalize Record, so if you're using that as part of the RM process that may also work (assumption being as soon as the item is finalzied, access to the metadata needs to be revoked, rather than only after destroying the electronic copy).
The other benefit of the way Access Manager works is you don't need to modify the permissions on the items themselves, so that if need arose that certain individuals should be re-instated to be able to see the metadata ( in your scenario) then you only need to modify the group that the Access Manager rule applies to, adding/removing members as appropriate.
Understood, so it is like a RBAC solution working externally to the core content server. Good to know. I will get back if my requirement inclines towards this. Thanks David.
