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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 11
g
Release 1 (11.1.1.6)
1.2.2
What's New in Desktop Integration Suite 11
g
Release 1 (11.1.1.4)
1.2.3
What's New in Desktop Integration Suite 11
g
Release 1 (11.1.1.3)
1.3
Supported Content Repositories
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
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