This section covers the following topics:
Sealed templates have the same benefits as ordinary templates: they enable you to create new documents in a simple and consistent way. However, when you use a sealed template, the new document is sealed to the same context as the template. For example, if a template is sealed to the Top Secret context, then all documents created from it are sealed to the Top Secret context too.
Rights:To open a sealed template or document, you need the Open right. To seal an unsealed template or document, you need the Seal right. To edit a sealed template, you need the Edit right, or an associated right. To save changes made to a sealed template, you need the Reseal right. See "About Rights".
Use the following procedure to create a sealed template from within Microsoft Office (this uses Microsoft Word as an example):
Make sure that Microsoft Office integration is enabled:
Right-click the Oracle IRM icon in the notification area (system tooltray) and select Options.
On the Oracle IRM Desktop Options dialog, select the General tab.
Make sure that the Enable Microsoft Office support checkbox is checked.
Open a Microsoft Word template that you want to seal, or open a Microsoft Word document that you want to save as a sealed template.
On the Oracle IRM toolbar, click the Save as Sealed icon.
Select a context for the sealed template.
After selecting a context, Microsoft Office displays a dialog to enable you to name the file and specify its type.
From the Files of type drop-down list, select a sealed template type.
For legacy Microsoft Office systems, select
*.sdot. For Microsoft Office 2007, select
*.sdotm, as appropriate.
Specify an appropriate name and location for the template, and save it.
The document is saved as a sealed template, and immediately opened with Oracle IRM Desktop for you to continue editing if required.
Rights:To seal an unsealed template, you need the Seal right. See "About Rights".
Use the following procedure to create a sealed template using Windows Explorer:
In Windows Explorer, select an unsealed template (for example,
Right-click the selected template.
Select Seal To and the context that you want documents created from this template to be associated with.
Rights:To open a sealed template, you need the Open right. To edit a sealed template, you need the Edit right, or an associated right. To save changes to a sealed template, you need the Reseal right. See "About Rights".
Use one of the following procedures to edit an existing sealed template:
In Windows Explorer, select the sealed template, select the File menu, select Open, edit the document, then save it.
While using the relevant Microsoft Office application, select the File menu, then select Open. You can then use the Files of Type field on the Open dialog to specify that you want to open a sealed template. Edit the document, then save it.