Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About Oracle WebCenter Content: Desktop
• 1.2 What's New
  • 1.2.1 What's New in Oracle WebCenter Content: Desktop 11gR1 PS5 (11.1.1.6)
  • 1.2.2 What's New in Desktop Integration Suite 11gR1 PS3 (11.1.1.4)
  • 1.2.3 What's New in Desktop Integration Suite 11gR1 PS2 (11.1.1.3)
• 1.3 Supported Content Servers
• 1.4 Supported Client Applications
• 1.5 Localized User Interface
• 1.6 Accessibility Features

2 Setting Up the Desktop Client Software on Your Computer

• 2.1 Installation Requirements
• 2.2 Installation Considerations
• 2.3 Installation Process
• 2.4 Uninstalling a Previous Version of the Desktop Client Software
• 2.5 Installing the Latest Version of the Desktop Client Software
• 2.6 Manually Configuring the Notes.ini File
• 2.7 Setting Up Content Server Connections

3 Integration Into Windows Explorer

• 3.1 About Windows Explorer Integration
• 3.2 Accessing Desktop Integration in Windows Explorer
• 3.3 Desktop Integration Features in Windows Explorer on Windows 7 and Vista
• 3.4 Desktop Integration Features in Windows Explorer on Windows XP
• 3.5 WebCenter Content Servers Hierarchy in Navigation Pane
• 3.6 Content Pane
• 3.7 Preview Pane
• 3.8 Details Pane
• 3.9 Quick Search Integration
• 3.10 Favorites List
• 3.11 Buttons in Standard Buttons Toolbar
• 3.12 Content Pane View Modes
• 3.13 Showing or Hiding Panes
  • 3.13.1 Showing or Hiding the Navigation Pane
  • 3.13.2 Showing or Hiding the Preview Pane
  • 3.13.3 Showing or Hiding the Details Pane
• 3.14 Modifying the Column Settings in the Content Pane

4 Integration Into Microsoft Office Applications

• 4.1 About Microsoft Office Integration
• 4.2 Integration Into Microsoft Office XP (2002) and 2003
• 4.3 Integration Into Microsoft Office 2007 and 2010
• 4.4 Close Dialog
• 4.5 Most-Recently-Used (MRU) List
• 4.6 Microsoft Office Document Properties

5 Integration Into E-mail Clients

• 5.1 About E-mail Client Integration
• 5.2 Integration Into Microsoft Outlook
  • 5.2.1 WebCenter Content Servers Hierarchy in Mail Folders
  • 5.2.2 Integration Items in Outlook 2002, 2003, and 2007
  • 5.2.3 Integration Items in Outlook 2010
• 5.3 Integration Into Lotus Notes
  • 5.3.1 WebCenter Content Servers Hierarchy in Mail Pane
  • 5.3.2 Integration Items in Actions Menu
• 5.4 Content Pane and Preview Pane
• 5.5 Showing or Hiding the WebCenter Content Servers Hierarchy
• 5.6 Showing or Hiding Panes
  • 5.6.1 Showing or Hiding the Folders Pane
  • 5.6.2 Showing or Hiding the Preview Pane
• 5.7 Modifying the Column Settings in the Content Pane

6 Integration Into Web Browsers

• 6.1 Web Browser Search Plug-in
• 6.2 Adding the Oracle WebCenter Content Search Provider in Your Web Browser
  • 6.2.1 Adding the Oracle WebCenter Content Search Provider in Internet Explorer
  • 6.2.2 Adding the Oracle WebCenter Content Search Engine in Firefox
  • 6.2.3 Adding the Oracle WebCenter Content Search Engine in Google Chrome
• 6.3 Setting a Keyword for the Oracle WebCenter Content Search Engine
  • 6.3.1 Setting a Search Engine Keyword in Firefox
  • 6.3.2 Setting a Search Engine Keyword in Google Chrome
• 6.4 Searching for Managed Content in Your Web Browser
  • 6.4.1 Searching for Managed Content in Internet Explorer
  • 6.4.2 Searching for Managed Content in Firefox
  • 6.4.3 Searching for Managed Content in Google Chrome
• 6.5 Removing the Oracle WebCenter Content Search Provider from Your Web Browser
  • 6.5.1 Removing the Oracle WebCenter Content Search Provider from Internet Explorer
  • 6.5.2 Removing the Oracle WebCenter Content Search Engine from Firefox
  • 6.5.3 Removing the Oracle WebCenter Content Search Engine from Google Chrome

7 Working With Content Server Connections

• 7.1 About Content Server Connections
• 7.2 Content Server Types
• 7.3 Content Server Capabilities
• 7.4 Content Server URLs
• 7.5 Online vs. Offline Servers
• 7.6 Server Context Menus
• 7.7 Adding a Content Server Connection
• 7.8 Viewing or Editing Content Server Connection Properties
• 7.9 Removing a Content Server Connection
• 7.10 Connecting to a Content Server
• 7.11 Logging Off a Content Server
• 7.12 Working With a Content Server Offline
• 7.13 Setting Metadata To Be Remembered for Form-Based Check-ins
• 7.14 Setting the Authentication Method
• 7.15 Identifying the URLs for Oracle WebCenter Content Server

8 Understanding the Integration Hierarchy

• 8.1 About the Integration Hierarchy
• 8.2 Top-Level Node ("WebCenter Content Servers")
• 8.3 Content Server Nodes
• 8.4 Oracle WebCenter Content Server Repositories
  • 8.4.1 My Content Server
    • 8.4.1.1 My Checked-Out Content
    • 8.4.1.2 My Workflow Assignments
    • 8.4.1.3 My Saved Queries
    • 8.4.1.4 My Folders
  • 8.4.2 New Check-In
  • 8.4.3 Browse Content
  • 8.4.4 Offline Files
  • 8.4.5 Search Results
• 8.5 Oracle Content Database Repositories
• 8.6 WebDAV Server Repositories

9 Understanding Content Folders and Files

• 9.1 About Content Folders and Files
• 9.2 Content Folder Metadata Inheritance and Propagation
• 9.3 Content File Versioning
• 9.4 Content File Metadata
• 9.5 Local Caching of Content Files
• 9.6 Content Management Actions on Files
• 9.7 Content File Status
• 9.8 Content Folder Context Menus
• 9.9 Content File Context Menus
• 9.10 Enabling Metadata Prompting for Content Folders

10 Working With Managed Content Files in Windows Explorer

• 10.1 About Windows Explorer Integration
• 10.2 Creating Content Folders
• 10.3 Searching for Content Files
  • 10.3.1 Searching for Files from a Server Integration Hierarchy
  • 10.3.2 Searching for Files Using the Quick Search Feature
  • 10.3.3 Searching for Files Using the Toolbar
  • 10.3.4 Searching for Files from a Web Browser
• 10.4 Working With Saved Search Queries and Query Folders
• 10.5 Browsing to Content Files
• 10.6 Creating New Content Files
• 10.7 Modifying Existing Content Files
• 10.8 Viewing Content Files
• 10.9 Opening Content Files
• 10.10 Checking Out Content Files
  • 10.10.1 Checking Out Files
  • 10.10.2 Opening Checked-Out Files
  • 10.10.3 Undoing a File Check-Out
  • 10.10.4 Viewing All Your Checked-Out Files
• 10.11 Checking In Content Files
• 10.12 Viewing and Modifying Content Folder and File Properties
  • 10.12.1 Viewing and Modifying Content Information of Folders or Files
  • 10.12.2 Viewing and Modifying Properties of Folders or Files
  • 10.12.3 Viewing and Modifying Advanced Properties of Folders or Files
  • 10.12.4 Viewing and Modifying Sharing Properties of Folders or Files
• 10.13 Renaming Content Folders and Files
• 10.14 Copying Content Folders and Files
• 10.15 Moving Content Folders and Files
• 10.16 Deleting Content Folders and Files
• 10.17 Propagating Folder Metadata
• 10.18 Showing or Hiding Unpublished Content Files
• 10.19 Working With Shortcuts to Content Folders and Files
  • 10.19.1 About Content Folder and File Shortcuts
  • 10.19.2 Creating Content Folder and File Shortcuts
  • 10.19.3 Renaming Content Folder and File Shortcuts
  • 10.19.4 Copying Content Folder and File Shortcuts
  • 10.19.5 Deleting Content Folder and File Shortcuts
  • 10.19.6 Copying Content File Links
• 10.20 Working With Your Personal Folders

11 Working With Managed Documents in Microsoft Office

• 11.1 About Microsoft Office Integration
• 11.2 Opening and Viewing an Existing Managed Document
• 11.3 Reopening a Recently Opened Managed Document
• 11.4 Checking Out a Managed Document in View Mode
• 11.5 Opening a Different Revision of a Managed Document
• 11.6 Refreshing a Managed Document
• 11.7 Creating and Checking In a New Managed Document
• 11.8 Saving and Checking In an Existing Managed Document
  • 11.8.1 Checking In a Managed Document While Editing It
  • 11.8.2 Checking In a Managed Document When Closing It
• 11.9 Turning an Unmanaged Document Into a Managed Document
• 11.10 Turning a Managed Document Into an Unmanaged Document
• 11.11 Inserting Managed Content Into Office Documents
  • 11.11.1 About Inserting Managed Content Into Microsoft Office Files
    • 11.11.1.1 Understanding Inserted Links
    • 11.11.1.2 Understanding Inserted Files
    • 11.11.1.3 Understanding Inserted Images
  • 11.11.2 Inserting Links
  • 11.11.3 Inserting Files
  • 11.11.4 Inserting Images
• 11.12 Comparing Managed Microsoft Word Documents
  • 11.12.1 About Comparing Managed Word Documents
  • 11.12.2 Comparing a Word Document With a Different Revision
  • 11.12.3 Comparing a Word Document With Another Document

12 Working With Managed E-mail

• 12.1 About E-mail Client Integration
• 12.2 E-mail Specific Metadata on Oracle WebCenter Content Server
• 12.3 Default E-mail Metadata and File Names
• 12.4 Setting the E-mail Attachment Option
• 12.5 Checking In E-mail
  • 12.5.1 Checking In E-mail Messages Using the Check In Mail Item Feature
  • 12.5.2 Checking In E-mail Messages By Dragging and Dropping
  • 12.5.3 Checking In E-mail Messages With Attachments
• 12.6 Inserting Links to Content Files on a Server Into E-mail
• 12.7 Attaching Content Files on a Server to E-Mail
• 12.8 Opening Checked-In E-mail Messages
• 12.9 Working With Distribution Lists
  • 12.9.1 Checking In a New Distribution List
  • 12.9.2 Checking In a Distribution List From the Outlook Address Book
  • 12.9.3 Editing a Distribution List
  • 12.9.4 Deleting a Distribution List

13 Working With Managed Content in Workflows

• 13.1 About Managed Content in Workflows
• 13.2 Viewing All Your Workflow Assignments
• 13.3 Approving or Rejecting Files in Workflows

14 Working With Offline Content

• 14.1 Online and Offline Mode
• 14.2 Making Folders and Files Available Offline
• 14.3 Viewing or Opening Offline Files
• 14.4 Refreshing Offline Content
• 14.5 Removing Offline Content
• 14.6 Working With a Content Server in Offline Mode
• 14.7 Using the Offline Content Manager
  • 14.7.1 About the Offline Content Manager
  • 14.7.2 Launching the Offline Content Manager
  • 14.7.3 Filtering the List of Offline Content
  • 14.7.4 Performing Content Management Tasks on Offline Content

A User Interface

• A.1 Add Server Dialog
• A.2 Server Options Dialog
  • A.2.1 Server Options: Remember Metadata Fields
  • A.2.2 Server Options: Authentication
• A.3 Server Properties Dialog
• A.4 Edit Server List Dialog
• A.5 Edit Server Dialog
• A.6 Column Settings Dialog
• A.7 Folder Properties Dialog
• A.8 Folder Information Page
• A.9 Select Content Dialog
  • A.9.1 Select Content: Search
  • A.9.2 Select Content: Browse
  • A.9.3 Select Content: Offline Files
• A.10 Save Dialog (Save As New)
  • A.10.1 Save: Check-in Form
  • A.10.2 Save: Folder
• A.11 Check In Content Dialog (Check In With Metadata)
• A.12 Check In Content Dialog (E-mail)
• A.13 Check In Content Dialog (Metadata Prompt)
• A.14 Check In Document Dialog
• A.15 Save Changes and Check In Document Dialog
• A.16 Content Item Properties Dialog
• A.17 Content Query Capture Dialog
• A.18 Insert Content Item Dialog
  • A.18.1 Insert Content Item: Link
  • A.18.2 Insert Content Item: File
  • A.18.3 Insert Content Item: Image
• A.19 Select Revision Dialog
• A.20 Check-in Comment Dialog
• A.21 Recent Check-in Comments Dialog
• A.22 Email Checkin Settings Dialog
• A.23 Distribution List Checkin Dialog
• A.24 Edit Distribution List Dialog
• A.25 Check In Distribution List From Address Book Dialog
• A.26 Attachment Options Dialog
• A.27 Get Attachment Dialog
  • A.27.1 Get Attachment: Link Panel
  • A.27.2 Get Attachment: File Panel
• A.28 Offline Content Manager Dialog
• A.29 View Options Dialog
• A.30 Offline Folder Properties Dialog
• A.31 Offline Content Item Properties Dialog

B Advanced Client Configuration

• B.1 Setting Windows Explorer Integration Options
• B.2 Changing the Location of the Local File Cache
• B.3 Disabling Automatic Reopening of Documents After Check-ins
• B.4 Disabling Overriding the Default Content Profile Selection

C Uninstalling the Desktop Client Software

• C.1 Uninstalling the Desktop Client Software Completely
• C.2 Uninstalling Individual Desktop Components

D Desktop Administration

• D.1 Custom Installation Options for the Client Software
  • D.1.1 Command-Line Operation
  • D.1.2 Disabling Integrations
  • D.1.3 Silent Roll-outs
• D.2 Setting the Web Browser Search Provider Name for an Oracle WebCenter Content Server Instance
• D.3 Enabling Subfolder Searching
• D.4 Mapping E-mail Metadata
• D.5 Configuring Form-Based Login
• D.6 Customizing the Form-Based Login Regular Expression

Index