A User Interface

• UCM Content Server: This is an instance of Oracle Content Server, which is part of Oracle Universal Content Management (UCM). These servers offer the broadest content management integration: opening files directly from the server (check-out), saving files to the server (check-in), searching for files on the server, and so on.

• Content DB Server: This is an Oracle Content Database (Oracle Content DB) server. These servers offer some content management integration. You can open files directly from the server and save files to it, but you cannot search for files on the server using Desktop Integration Suite.

• WebDAV Server: This is a non-UCM, non-Content DB server that supports the standardized Web Distributed Authoring And Versioning (WebDAV) enhancements to the HTTP protocol. These servers offer some content management integration. You can open files directly from the server and save files to it, but you cannot search for files on the server using Desktop Integration Suite.

Contact your content server administrator for assistance if you are not sure which server type to choose.

http[s]://host-name:[port]/web-root/idcplg/webdav

For example:

http://server:7044/idc/idcplg/webdav
http://server.example.com:16200/cs/idcplg/webdav
https://server/cs/idcplg/webdav

Please note that each defined content server connection must have its own, unique WebDAV URL. You cannot have two server connections on your computer that use the exact same WebDAV URL.

Contact your system administrator if you do not know exactly what URL to use.

If you log in to an Oracle Content Server instance using your web browser, you can see the CGI URL in the browser address bar. The CGI URL is the address from the beginning up to, but not including, the question mark (?).

Contact your system administrator if you do not know exactly what URL to use.

Please note that there is no CGI URL section if Windows Explorer is the only integration on your computer.

Contact your system administrator if you do not know exactly whether to enable this option.

Contact your system administrator if you do not know exactly what URL to use.

Please note that you cannot edit the name of a server that has any offline files or checked-out content items (in other words, there are files in the offline cache for that server).

Please note that there is no CGI URL section if Windows Explorer is the only integration on your computer.

Please note that you can also change the name of a folder by right-clicking it in the integration hierarchy and choosing Rename, or by selecting it and pressing F2 on your keyboard.

Click this button to open the Hierarchical Folder Information page, which shows a number of content management properties of the contribution folder. See Section A.8, "Hierarchical Folder Information Page" below for further information.

If you drag and drop an existing file into a contribution folder (that is, the folder already contains a file of the same name), you will not be prompted for metadata and the file is automatically checked in to the content server as a new revision of the existing file (inheriting the metadata of the existing file).

If this property is set to 'No', a new file is always checked in to the content server automatically using the default metadata for the contribution folder (as defined by the content server administrator). Please note that if a required field does not have a default value assigned to it, you will still be prompted to provide metadata regardless of this setting.

Please note that this field may not be available, depending on the content server configuration (more specifically, the Folders component version).

If a content item is copied from one contribution folder to another, the new copy retains its original security group, unless the folder's Force Folder Security property (see below) is set to 'True'. In that case, the security group of the copied content item is changed to match that of the destination folder.

If this property is set to 'False', the folder is visible to all users who have permission to the folder's security group.

If Windows Explorer is configured to show hidden files and folders, you will see the folders in Windows Explorer. Their hidden status is indicated by a semi-transparent folder icon:

Please note that this property is available only when the system administrator has enabled the hide/unhide feature on the content server.

If this property is set to 'False', all folder operations are available.

Please note that this property is available only when the system administrator has enabled the read-only feature on the content server.

If this property is set to 'False', the folder is included in metadata propagation from a higher-level folder.

If this property is set to 'False', a content item that is copied into the contribution folder retains its security group and account even they are different from the security group or account of the target folder.

• Update: If you choose this option, a window is displayed, where you can modify the properties of the current folder. Do not forget to click Submit Update when you are done.

• Create Shortcut: If you choose this option, a window is displayed, where you can select the target folder for a shortcut link to the current folder.

• Propagate: If you choose this option, the folder's default metadata values are copied to all uninhibited subfolders and their content items.

Please note that this menu may contain additional options, depending on the content server configuration.

You cannot change the content ID, since this is an existing item on the content server that already has a content ID assigned to it.

If you want the content item to show up in a content folder on the server, make sure that you specify the location in the Folder field.

If you change the security group, you may change the availability of the content item to other users. (A content item is available only to users who have access privileges to the security group that item is assigned to.)

All mandatory metadata fields are marked with an asterisk (*). The item cannot be checked in if any of these fields is empty.

Please note that the list of available servers only includes Oracle Content Server instances; it does not show any Oracle Content Database servers or other WebDAV servers. This is because this page uses standard Oracle Content Server check-in functionality.

Please note that profiles are available only if you are connecting to Oracle Content Server 11gR1. They are not available for 10gR3 or 7.5.2 servers. Contact your content server administrator if you need any assistance.

The following defaults are used for some of the metadata fields:

• Title: For e-mail messages, the title defaults to the subject line of the e-mail message (unless your server administrator changed the configuration to use the e-mail message ID as the content item title). For attachments, the title defaults to the file name. You can modify the title if you want.

• Author or Originator: This is the sender of the e-mail message ('From' field), as retrieved from the e-mail header. (Please note that the Author field in the form shows the content server user who is checking in the e-mail message.)

• Addressee(s): This is the recipients of the e-mail messages ('To' field), as retrieved from the e-mail header.

• Other Addressee(s): These are the additional recipients of the e-mail message ('Cc' field), if any, as retrieved from the e-mail header. Please note that any names in the 'Bcc' field are ignored.

• Email Subject: This is the subject line of the e-mail message, as retrieved from the e-mail header.

Some of these metadata fields may not be visible depending on the content server configuration. Other metadata fields may also have default values if you set up Desktop Integration Suite to "remember" the metadata used for the last check-in of an e-mail or attachment. For more information, see Section 7.14, "Setting Metadata To Be Remembered for Form-Based Check-ins."

If you want the content item to show up in a content folder on the server, make sure that you specify the location in the Folder field.

All mandatory metadata fields are marked with an asterisk (*). The e-mail message cannot be checked in if any of these fields is empty.

As noted above, the default title is the subject line of the e-mail (for example, "RE: Your proposal/plan"). By default, the file name of the checked-in e-mail is the title in the check-in form (with characters not allowed in Windows file names replaced by spaces; for example, "RE Your proposal plan.msg"). However, your server administrator may have changed the configuration to use the e-mail message ID as the file name.

You check in one e-mail message or attachment at a time. If you selected multiple messages or if attachments will be checked in separately, the Check In Content dialog will reopen for the next item to be checked in.

If you selected multiple messages or if attachments will be checked in separately, the Check In Content dialog will reopen for the next item to be checked in.

This field is not available if the "Apply to Remaining Items" check box is selected.

If the contribution folder has a default content profile assigned to it, that profile is the default selected profile in this dialog. You may not be able to change the content profile selection, depending on the Desktop Integration Suite configuration on your computer (see Section C.7, "Disabling Overriding the Default Content Profile Selection").

Please note that profiles are available only if you are connecting to Oracle Content Server 11gR1. They are not available for 10gR3 or 7.5.2 servers. Contact your content server administrator if you need any assistance.

If you want the content item to show up in a content folder on the server, make sure that you specify the location in the Folder field.

All mandatory metadata fields are marked with an asterisk (*). The item cannot be checked in if any of these fields is empty.

The content ID is provided automatically. You can modify it, but beware that the content ID must be unique for all items on the content server. You will see an error message if you attempt to check in a new content item using an existing content ID.

The default title for content items is the file name without the file extension (for example, 'Sales_Report_2010'). For e-mail messages, the default title is the subject line (for example, 'RE: Your sales report'). You may change the title if you want.

The metadata for a file is set as soon as you move away from that file's check-in form by clicking the Previous or Next button, or by selecting a different file in the Source File list. To indicate metadata has been set for a file, it is no longer displayed in bold in the list. You can always return to a file to change its metadata before checking it in (unless you chose to check it in immediately; see the next field).

You can specify metadata for multiple files at the same time by selecting the "Apply to Remaining Items" check box (see below). Please note that the content ID and title are always considered properties specific to a file and are never automatically propagated to other files, even with the "Apply to Remaining Items" check box selected.

This check box is available only if multiple files are being checked in to the content server.

This check box is available only if multiple files are being checked in to the content server and there are still files in the batch whose metadata is not set (that is, displayed bold in the Source File list).

This check box is available only if multiple files are being checked in to the content server.

Select No if you do not want to check the document in to the content server.

If you select this check box, you will be prompted to update the metadata of the file before it is checked in to the content server. The Save dialog is opened showing a check-in form, where you can update the file metadata, if required (see Section A.11, "Check In Content Dialog (Check In With Metadata)"). When you are ready, click OK in the Save dialog to submit the file to the content server.

Select this check box if you are done editing the file and want to release it for further processing in the workflow after it is checked in to the content server as a new revision. Specifically, the document revision moves from the Edit to the GenWWW state and is ready to go to the next step in the workflow. Please note that you still need to approve the file in the integration hierarchy before it actually moves to the next workflow step. For more information, see Section 8.22.2, "Approving or Rejecting Files in Workflows."

Clear this check box if you are not done editing the file, which means it is checked in to the content server as a new revision, but remains in the current workflow step, enabling you to retain ownership of the file. (The file remains in Edit mode and does not move to the GenWWW state.)

This check box is available only if the content item is currently checked out.

Select Yes if you want to save the changes you made.

Select No if you want to discard the changes you made.

Select No if you do not want to check the document in to the content server.

You cannot check in the file if you choose not to save the changes.

If you select this check box, you will be prompted to update the metadata of the file before it is checked in to the content server. The Save dialog is opened showing a check-in form, where you can update the file metadata, if required (see Section A.11, "Check In Content Dialog (Check In With Metadata)"). When you are ready, click OK in the Save dialog to submit the file to the content server.

Select this check box if you are done editing the file and want to release it for further processing in the workflow after it is checked in to the content server as a new revision. Specifically, the document revision moves from the Edit to the GenWWW state and is ready to go to the next step in the workflow. Please note that you still need to approve the file in the integration hierarchy before it actually moves to the next workflow step. For more information, see Section 8.22.2, "Approving or Rejecting Files in Workflows."

Clear this check box if you are not done editing the file, which means it is checked in to the content server as a new revision, but remains in the current workflow step, enabling you to retain ownership of the file. (The file remains in Edit mode and does not move to the GenWWW state.)

This check box is available only if the content item is currently checked out.

Click this button to open the standard content information page for the item, as retrieved from the content server.

• Separate Attachments: Each e-mail attachment is checked in to the content server as a separate item from the e-mail message, each with its own content ID. The body text of the checked-in e-mail message will include links to each of the checked-in attachments.

• Keep Attachments: The attachment is embedded in the e-mail message and both are checked in as a single content item with a single content ID. The attachment is embedded in the e-mail message.

• Ask: You are prompted to specify how each e-mail attachment should be handled every time you check in an e-mail message with one or more attachments.

Please note that this setting only applies if you check in an e-mail using the Check In Mail Item feature in Microsoft Outlook or Lotus Notes, not if you drag and drop an e-mail into a contribution folder. In that case, e-mail is always checked in with its attachments embedded, regardless of this setting.

You must restart your e-mail application for the integration hierarchy to be displayed. You will see a folder called "Oracle Content Servers" at the bottom of the folders pane in your e-mail application. For more information, see Chapter 5, "Integration Into E-mail Clients."

Please note that the list of available servers only includes Oracle Content Server instances; it does not show any Oracle Content Database servers or other WebDAV servers.

If you select a different server than the current one, you may be prompted to provide your login name and password (depending on the server configuration).

Files in the offline content list show their content management status as overlays on their application icons. For more information, see Section 8.2.5, "Content File Status."

If an item no longer exists on the content server, you will be given the opportunity to remove it from the offline content list.

If you refresh an offline file, the offline copy in your local cache is updated to the latest released version on the content server.

If you refresh an offline folder, the existing offline files in that folder (and all subfolders) are updated to their latest released revisions on the content server. Any files that were added to a folder after it was made available offline will not be made available offline if you refresh that folder. For that to happen, you need to right-click the folder and choose Make Content Available Offline in the context menu. For more information, see Section 8.23.2, "Making Folders and Files Available Offline.".

Click this button to open the Hierarchical Folder Information page, which shows a number of content management properties of the offline content folder. For more information, see Section A.8, "Hierarchical Folder Information Page."

Click this button to open the standard content information page for the offline file, as retrieved from the content server.