The administrator can manage SkyVault Records
Management from the Management Console.
Users can only access the Management Console if they are members of the SkyVault_ADMINISTRATORS group.
- Management Console The Management Console allows you to manage the Records Management site.
- Accessing the Records Management Console This task assumes that you have access to the Records Management site dashlet and that you are logged in as a user that is a member of the SkyVault_ADMINISTRATORS group.
- Records Management Auditing The function of the Records Management system is to manage and control electronic and physical records according to legislative and regulatory requirements, and it must be capable of demonstrating this compliance.
- Creating custom metadata The Records Management installation defines a default set of metadata. The metadata is logged against each level in the File Plan and at the record level itself.
- Defining roles and capabilities User permissions are set in Records Management using a combination of roles and capabilities.
- Mapping emails The SkyVault Records Management system supports accessing the SkyVault server using IMAP. The protocol allows email applications that support IMAP to connect to and interact with SkyVault repositories directly from the mail application.
- Managing events In the Records Management system, events can control the life cycle of a record. There are several events that are defined internally to the system.
- Creating a list of values Throughout the Records Management system, there are metadata entry fields. The metadata can be simple text strings, Boolean values, or dates.
- Managing relationships The References feature in the File Plan lets you create associations between records. Each reference is defined by a Relationship. Several default relationship types are included in the Records Management Console. You create new and manage existing relationships with the Relationships tool.
- Viewing the User Rights report Access the User Rights report to view a summary of the Records Management site users, groups, and roles.
Parent topic: Administering