Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 About Oracle IRM and Sealed Content

• 1.1 About Oracle IRM
• 1.2 About Sealed Documents
• 1.3 About Rights
• 1.4 About Contexts
• 1.5 About Connecting to Oracle IRM Server
• 1.6 About Synchronizing with Oracle IRM Server
• 1.7 About Sealed Document Item Codes
• 1.8 About Sealed Email
• 1.9 About Microsoft Office Templates
• 1.10 About Sealed Multimedia Files
• 1.11 About Oracle IRM Fields and Watermarks in Sealed Documents

2 Installing Oracle IRM Desktop on Client Computers

• 2.1 System Requirements
• 2.2 Installing Oracle IRM Desktop
• 2.3 Upgrading Oracle IRM Desktop
• 2.4 Uninstalling Oracle IRM Desktop
• 2.5 Silent and Unattended Installations
  • 2.5.1 About Silent and Unattended Installations
  • 2.5.2 Authentication Settings
  • 2.5.3 Oracle IRM Desktop Settings
  • 2.5.4 Desktop Sealing Settings
  • 2.5.5 Synchronization Manager Settings
  • 2.5.6 Search Settings
  • 2.5.7 Email Settings
  • 2.5.8 Legacy Setting
  • 2.5.9 Extracting the MSI File from the Self-Extracting Executable
• 2.6 Application Requirements for Supported Document Formats
• 2.7 Integrating Lotus Notes with Oracle IRM Desktop
  • 2.7.1 Introduction to Lotus Notes Integration
  • 2.7.2 Defining the Seal and Send Action
  • 2.7.3 Propagating the Mail Template Change to All Mail Databases
  • 2.7.4 Checking that the Lotus Notes Integration Works

3 Getting Started with Oracle IRM Desktop

• 3.1 Opening sealed documents
• 3.2 Sealing an existing document
• 3.3 Creating a new blank sealed document
• 3.4 Enabling Microsoft Office integration

4 Working with Sealed Documents

• 4.1 Opening Sealed Documents
  • 4.1.1 About Opening Sealed Documents
  • 4.1.2 Opening a Sealed Document in Windows Explorer
  • 4.1.3 Opening a Sealed Document in a Microsoft Office Application
• 4.2 Editing Sealed Documents
  • 4.2.1 About Editing Sealed Documents
  • 4.2.2 About Using the Clipboard while Editing Sealed Documents
• 4.3 Creating New Sealed Documents
  • 4.3.1 Using Windows Explorer to Create a New Document that is Sealed from the Outset
  • 4.3.2 Using Microsoft Office to Create a New Document that is Sealed from the Outset
  • 4.3.3 Creating a Sealed Version of an Existing Unsealed Document
• 4.4 Saving Changes to Sealed Documents
  • 4.4.1 About Saving Changes to Sealed Documents
  • 4.4.2 Saving Changes to A Sealed Document
• 4.5 Changing the Contexts that Documents are Sealed to
  • 4.5.1 About Changing Contexts
  • 4.5.2 Changing the Context that a Document is Sealed To
• 4.6 Unsealing Sealed Documents
  • 4.6.1 About Unsealing Sealed Documents
  • 4.6.2 Unsealing a Sealed Document
• 4.7 Searching Sealed Documents
  • 4.7.1 About Searching Sealed Documents
  • 4.7.2 Enabling Sealed Documents to be Searched
  • 4.7.3 Configuring for the Microsoft Indexing Service
  • 4.7.4 Configuring Search Logging
• 4.8 Printing Sealed Documents
  • 4.8.1 About Printing Sealed Documents
  • 4.8.2 Printing a Sealed Document
• 4.9 Screen Capturing Sealed Documents
  • 4.9.1 About Screen Capturing Sealed Documents
  • 4.9.2 Sharing a Sealed Presentation During a Web Conference
  • 4.9.3 Capturing the Image of a Sealed Document
• 4.10 SharePoint Behavior
• 4.11 Using Sealed Microsoft Excel Spreadsheets
  • 4.11.1 About Sealed Microsoft Excel Spreadsheets
  • 4.11.2 Linking Sealed Microsoft Excel Spreadsheets
  • 4.11.3 Updating Links Between Previously Unsealed Spreadsheets
• 4.12 Using Sealed Microsoft Office Templates
  • 4.12.1 About Using Sealed Microsoft Office Templates
  • 4.12.2 Creating a Sealed Microsoft Office Template from within Microsoft Office
  • 4.12.3 Creating a Sealed Microsoft Office Template using Windows Explorer
  • 4.12.4 Editing Sealed Microsoft Office Templates

5 Using Sealed Email

• 5.1 Creating and Sending Sealed Email
  • 5.1.1 About Creating and Sending Sealed Email
  • 5.1.2 Creating and Sending Sealed Email using an Integrated Email Application
  • 5.1.3 Creating and Sending Sealed Email using an Existing Document Attachment
  • 5.1.4 Creating and Sending Sealed Email using Sealed Email Document Format
• 5.2 Opening Sealed Email
• 5.3 Creating Sealed Email Replies
  • 5.3.1 Creating a Sealed Reply to an Unsealed Message
  • 5.3.2 Replying to a Sealed Email
• 5.4 Forwarding Sealed Email
  • 5.4.1 Forwarding Sealed Email without Amendment
  • 5.4.2 Forwarding Sealed Email with Amendments
  • 5.4.3 Sealing and Forwarding an Email that was Received Unsealed

6 Working With Oracle IRM Fields and Watermarks

• 6.1 About Oracle IRM Fields and Watermarks
• 6.2 Adding Oracle IRM Fields in Microsoft Word
  • 6.2.1 Adding an Oracle IRM Field to a Microsoft Word Document
  • 6.2.2 Registering Oracle IRM Fields as Microsoft Word Document Properties
  • 6.2.3 Using Oracle IRM Fields that have been Registered as Microsoft Word Document Properties
• 6.3 Adding Oracle IRM Fields in Microsoft Excel

7 Managing Oracle IRM Rights

• 7.1 About Obtaining and Managing Your Rights
• 7.2 Connecting to Oracle IRM Server Manually
• 7.3 Synchronizing Your Rights Manually
• 7.4 Checking In Your Rights Manually

8 Oracle IRM Desktop Reference

• 8.1 List of Oracle IRM Fields
• 8.2 Frequently Asked Questions
  • 8.2.1 I have been prompted to log in manually, and I have forgotten my credentials. What do I do?
  • 8.2.2 I have logged in successfully but Oracle IRM Desktop says I do not have the rights to access a document. What do I do?
  • 8.2.3 When I log in I get a "Cannot connect to server" message. What do I do?
  • 8.2.4 I had a sealed document open and it just disappeared. What's happened?
  • 8.2.5 I am no longer able to edit the document I am working with. What's happened?
  • 8.2.6 I have got two sealed documents from the same originator, but I can access only one of them. Why?
  • 8.2.7 Why has my account been locked out?
  • 8.2.8 Why can't I work with sealed Microsoft Office documents in the same way I work with normal ones?
  • 8.2.9 I have heard that email messages and threads can be sealed, but I don't know how. What do I do?
  • 8.2.10 I have heard that I can add distinctive watermarks and headers and footers to sealed documents, but I don't know how. What do I do?
  • 8.2.11 How do I save changes I have made to VB code in a sealed document?
• 8.3 Troubleshooting
  • 8.3.1 Proxy Issues
  • 8.3.2 Sealed Documents Block Screen Captures
• 8.4 Formats

A User Interface

• A.1 Oracle IRM Desktop Options Dialog
  • A.1.1 General Tab
  • A.1.2 Desktop Sealing Tab
  • A.1.3 Servers Tab
  • A.1.4 Update Rights Tab
  • A.1.5 Search Tab
  • A.1.6 Email Tab
  • A.1.7 About Tab
  • A.1.8 Add Server Dialog
  • A.1.9 Search Log Configuration Dialog
  • A.1.10 Synchronization Log Configuration Dialog
  • A.1.11 Indexing Service Configuration Dialog
• A.2 Sealed Email Options Dialog
  • A.2.1 Signature Tab
  • A.2.2 Email Template Tab
  • A.2.3 Email Body Tab
  • A.2.4 Sealed Reply Settings Tab
  • A.2.5 Sealed Email Format Tab
• A.3 Oracle IRM Desktop Sealed Document Information Dialog
  • A.3.1 Properties Tab
  • A.3.2 Rights Tab
  • A.3.3 Account Tab
• A.4 General Features
  • A.4.1 Oracle IRM Privacy Policy Dialog
  • A.4.2 Select Context Dialog
  • A.4.3 Change Item Code Dialog
  • A.4.4 Status Page Dialog
  • A.4.5 File Report Dialog
  • A.4.6 Sealed File Properties (Oracle IRM) Tab
  • A.4.7 Oracle IRM Server Connection Test Dialog
  • A.4.8 Oracle IRM Desktop Support Information Dialog
  • A.4.9 Change Password Dialog (10g only)
• A.5 Oracle IRM Desktop Toolbars
  • A.5.1 Oracle IRM Desktop Toolbar in Internet Explorer
  • A.5.2 Oracle IRM Desktop Toolbar in Microsoft Office
  • A.5.3 Oracle IRM Desktop Toolbar in Microsoft Office 2007

Index