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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New and Changed in This Guide
New and Changed Features for 11
g
Release 1 (11.1.1.8.0 MLR3)
New and Changed Features for 11
g
Release 1 (11.1.1.8)
New and Changed Features for 11
g
Release 1 (11.1.1.7)
New and Changed Features for 11
g
Release 1 (11.1.1.6)
New and Changed Features for 11
g
Release 1 (11.1.1.4)
New and Changed Features for 11
g
Release 1 (11.1.1.3)
Part I Introduction to Oracle WebCenter Content: Desktop
1
Getting Started with Oracle WebCenter Content: Desktop
1.1
About Oracle WebCenter Content: Desktop
1.2
Supported Content Repositories
1.3
Supported Client Applications
1.4
Localized User Interface
1.5
Accessibility Features
1.6
Setting Up the Desktop Client Software on Your Computer
1.6.1
Installation Considerations
1.6.2
Installation Process
1.6.3
Uninstalling a Previous Version of the Desktop Client Software
1.6.4
Installing the Latest Version of the Desktop Client Software
1.6.5
Manually Configuring the Notes.ini File
1.6.6
Setting Up Content Server Connections
2
Working with Content Server Connections
2.1
About Content Server Connections
2.2
Content Server Types
2.3
Content Server Capabilities
2.4
Content Server URLs
2.5
Online vs. Offline Servers
2.6
Server Context Menus
2.7
Adding a Content Server Connection
2.8
Changing the Name of a Server Connection
2.9
Viewing Existing Content Server Connection URLs
2.10
Removing a Content Server Connection
2.11
Connecting to a Content Server
2.12
Logging Off From a Content Server
2.13
Working With a Content Server Offline
2.14
Setting Metadata To Be Remembered for Form-Based Check-Ins
2.15
Setting the Authentication Method
2.16
Identifying the URLs for Oracle WebCenter Content Server
3
Understanding the Integration Hierarchy
3.1
About the Integration Hierarchy
3.2
Top-Level Node ("WebCenter Content Servers")
3.3
Content Server Nodes
3.4
Oracle WebCenter Content Server Repositories
3.4.1
WebCenter Content User Interface
3.4.1.1
Enterprise Libraries
3.4.1.2
Favorites
3.4.1.3
My Checked-Out Content
3.4.1.4
My Workflow Assignments
3.4.1.5
New Check-In
3.4.1.6
Other Folders
3.4.1.7
Offline Files
3.4.1.8
Search Results
3.4.2
Native 11
g
User Interface
3.4.2.1
My Content Server
3.4.2.2
New Check-In
3.4.2.3
Browse Content
3.4.2.4
Offline Files
3.4.2.5
Search Results
3.5
Oracle Content Database Repositories
3.6
WebDAV Server Repositories
4
Understanding Enterprise Libraries, Folders, and Files
4.1
About Enterprise Libraries
4.2
About Content Folders and Files
4.3
Content Folder Metadata Inheritance and Propagation
4.4
Content File Versioning
4.5
Content File Metadata
4.6
Local Caching of Content Files
4.7
Content Management Actions on Files
4.8
Content File Status
4.9
Content Folder Context Menus
4.10
Content File Context Menus
4.11
Enabling Metadata Prompting for Enterprise Libraries and Folders
Part II Windows Explorer Integration
5
Understanding Windows Explorer Integration
5.1
About Windows Explorer Integration
5.2
Accessing Desktop Integration in Windows Explorer
5.3
Desktop Integration Features in Windows Explorer on Windows 7 and Vista
5.4
Desktop Integration Features in Windows Explorer on Windows XP
5.5
WebCenter Content Servers Hierarchy in Navigation Pane
5.6
Content Pane
5.7
Preview Pane
5.8
Details Pane
5.9
Quick Search Integration
5.10
Adding Nodes and Folders to the Windows Favorites List
5.11
Buttons in Standard Buttons Toolbar
5.12
Content Pane View Modes
5.13
Showing or Hiding Panes
5.13.1
Showing or Hiding the Navigation Pane
5.13.2
Showing or Hiding the Preview Pane
5.13.3
Showing or Hiding the Details Pane
5.14
Modifying the Column Settings in the Content Pane
6
Working with Managed Content Files in Windows Explorer
6.1
About Windows Explorer Integration
6.2
Creating Enterprise Libraries
6.3
Creating Content Folders
6.4
Searching for Content Files
6.4.1
Searching for Files from a Server Integration Hierarchy
6.4.2
Searching for Files Using the Quick Search Feature
6.4.3
Searching for Files Using the Toolbar
6.4.4
Searching for Files from a Web Browser
6.5
Working with Saved Search Queries and Query Folders
6.6
Browsing to Content Files
6.7
Creating New Content Files
6.8
Modifying Existing Content Files
6.9
Viewing Content Files
6.10
Opening Content Files
6.11
Checking Out Content Files
6.11.1
Checking Out Files
6.11.2
Opening Checked-Out Files
6.11.3
Undoing a File Check-Out
6.11.4
Viewing All Your Checked-Out Files
6.12
Checking In Content Files
6.13
Viewing and Modifying Library, Folder, and Content Information
6.14
Viewing and Modifying Library, Folder and File Properties
6.14.1
Viewing and Modifying Properties of Libraries, Folders or Files
6.14.2
Viewing and Modifying Advanced Properties of Folders or Files
6.14.3
Viewing and Modifying Sharing Properties of Folders or Files
6.15
Renaming Content Folders and Files
6.16
Copying Libraries, Folders, and Files
6.17
Moving Libraries, Folders, and Files To and From a Server
6.18
Deleting Libraries, Folders, and Files
6.19
Propagating Library and Folder Metadata
6.20
Showing or Hiding Unpublished Content Files
6.21
Working with Shortcuts to Content Libraries, Folders, and Files
6.21.1
About Content Library, Folder, and File Shortcuts
6.21.2
Creating Content Library, Folder, and File Shortcuts
6.21.3
Renaming Library, Folder, and File Shortcuts
6.21.4
Copying Library, Folder, and File Shortcuts
6.21.5
Deleting Content Folder and File Shortcuts
6.22
Working with Your Personal Folders
6.23
Copying Content File Links
6.24
Creating a List of Favorite Content Items
7
Working with Managed Content in Workflows
7.1
About Managed Content in Workflows
7.2
Viewing All Your Workflow Assignments
7.3
Approving or Rejecting Files in Workflows
7.4
Removing a File From Your WorkFlow Assignments
8
Working with Offline Content
8.1
Online and Offline Mode
8.2
Making Folders and Files Available Offline
8.3
Viewing or Opening Offline Files
8.4
Refreshing Offline Content
8.5
Removing Offline Content
8.6
Working with a Content Server in Offline Mode
Part III Microsoft Office Integration
9
Understanding Microsoft Office Integration
9.1
About Microsoft Office Integration
9.2
Integration into Microsoft Office XP (2002) and 2003
9.3
Integration into Microsoft Office 2007, 2010, and 2013
9.4
Close Dialog
9.5
Most-Recently-Used (MRU) List
9.6
Microsoft Office Document Properties
10
Working with Managed Documents in Microsoft Office
10.1
About Microsoft Office Integration
10.2
Opening and Viewing an Existing Managed Document
10.3
Reopening a Recently Opened Managed Document
10.4
Checking Out a Managed Document in View Mode
10.5
Opening a Different Revision of a Managed Document
10.6
Refreshing a Managed Document
10.7
Creating and Checking In a New Managed Document
10.8
Saving and Checking In an Existing Managed Document
10.8.1
Checking In a Managed Document While Editing It
10.8.2
Checking In a Managed Document When Closing It
10.9
Turning an Unmanaged Document into a Managed Document
10.10
Turning a Managed Document into an Unmanaged Document
10.11
Inserting Managed Content into Microsoft Office Documents
10.11.1
About Inserting Managed Content into Microsoft Office Files
10.11.1.1
Understanding Inserted Links
10.11.1.2
Understanding Inserted Files
10.11.1.3
Understanding Inserted Images
10.11.2
Inserting Links
10.11.3
Inserting Files
10.11.4
Inserting Images
10.12
Comparing Managed Microsoft Word Documents
10.12.1
About Comparing Managed Word Documents
10.12.2
Comparing a Word Document with a Different Revision
10.12.3
Comparing a Word Document with Another Document
10.13
Approving or Submitting Microsoft Office Documents in Workflows
Part IV Email Client Integration
11
Understanding Email Client Integration
11.1
About Email Client Integration
11.2
Integration into Microsoft Outlook
11.2.1
WebCenter Content Servers Hierarchy in Mail Folders
11.2.2
Menus, Toolbars, and Ribbons
11.2.2.1
Additions to Outlook 2002, 2003, and 2007
11.2.2.2
Additions to Outlook 2010 and 2013
11.2.3
Content Pane and Preview Pane
11.3
Integration into Lotus Notes
12
Working with Managed Email
12.1
About Email Client Integration
12.2
Email Specific Metadata on Oracle WebCenter Content Server
12.3
Default Email Metadata and File Names
12.4
Setting the Email Attachment Option
12.5
Checking In Email
12.5.1
Checking In Email Messages Using the Check In Mail Item Feature
12.5.2
Checking In Email Messages By Dragging and Dropping
12.5.3
Checking In Email Messages with Attachments
12.5.4
Checking In Attachments Without Checking in the Email
12.6
Inserting Links to Content Files on a Server into Email
12.7
Attaching Content Files on a Server to Email
12.8
Creating a New Email that Includes Links to a File
12.9
Opening Checked-In Email Messages
12.10
Viewing All Your Workflow Assignments
12.11
Working with Distribution Lists
12.11.1
Checking In a New Distribution List
12.11.2
Checking In a Distribution List From the Microsoft Outlook Address Book
12.11.3
Editing a Distribution List
12.11.4
Deleting a Distribution List
Part V Web Browser Integration
13
Working with the Web Browser Integration
13.1
Web Browser Search Plug-In
13.2
Adding the Oracle WebCenter Content Search Provider in Your Web Browser
13.2.1
Adding the Oracle WebCenter Content Search Provider in Internet Explorer
13.2.2
Adding the Oracle WebCenter Content Search Engine in Firefox
13.2.3
Adding the Oracle WebCenter Content Search Engine in Google Chrome
13.3
Setting a Keyword for the Oracle WebCenter Content Search Engine
13.3.1
Setting a Search Engine Keyword in Firefox
13.3.2
Setting a Search Engine Keyword in Google Chrome
13.4
Searching for Managed Content in Your Web Browser
13.4.1
Searching for Managed Content in Internet Explorer
13.4.2
Searching for Managed Content in Firefox
13.4.3
Searching for Managed Content in Google Chrome
13.5
Removing the Oracle WebCenter Content Search Provider from Your Web Browser
13.5.1
Removing the Oracle WebCenter Content Search Provider from Internet Explorer
13.5.2
Removing the Oracle WebCenter Content Search Engine from Firefox
13.5.3
Removing the Oracle WebCenter Content Search Engine from Google Chrome
Part VI Appendices
A
Advanced Client Configuration
A.1
Setting Windows Explorer Integration Options
A.2
Changing the Location of the Local File Cache
A.3
Disabling Overriding the Default Content Profile Selection
A.4
Configuring and Disabling Pattern-based File Naming for Email Check-ins
B
Uninstalling the Desktop Client Software
B.1
Uninstalling the Desktop Client Software Completely
B.2
Uninstalling Individual Desktop Components
Index
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