8 Using Oracle IRM Desktop with Microsoft SharePoint

This section covers the following topics:

Using Sealed Documents With Microsoft SharePoint
Modifying a Microsoft SharePoint Server for Use with Oracle IRM
Enabling Search With Microsoft SharePoint 2007 and 2010

8.1 Using Sealed Documents With Microsoft SharePoint

This section describes how Oracle IRM Desktop supports Microsoft SharePoint in various versions of Microsoft Office.

See the Release Notes for any late variations to the levels of support described in this section.

Microsoft Office 2000 and Microsoft Office XP

For these versions of Microsoft Office, sealed files in Microsoft SharePoint are opened read-only, regardless of user rights.

To edit the file, copy it to your local file system (for example, the My Documents folder of Windows Desktop), make your changes, save the file, then upload it to Microsoft SharePoint.

Microsoft Office 2003 and Later

For these versions of Microsoft Office, sealed files in Microsoft SharePoint will open as editable if you have sufficient rights (and if the Microsoft SharePoint server has been modified for use with Oracle IRM), except in the following cases:

the file has been locked by another user;
you have only restricted rights to modify the sealed file, such as Annotate or Edit Tracked;
you are using Microsoft Office 2010 to open documents with the formats .sdocx, .sdocm, .sdotx, or .sdotm from SharePoint 2010.

In these cases, the sealed file will open read-only. To edit a file that has been opened read-only, copy it to your local file system (for example, the My Documents folder of Windows Desktop), make your changes, save the file, then upload it to Microsoft SharePoint.

See Section 2.3, "About Rights".

8.2 Modifying a Microsoft SharePoint Server for Use with Oracle IRM

To modify a Microsoft SharePoint server so that it can handle sealed content:

Install a set of icon images to represent sealed content.

The icon images are currently available from the Oracle Technology Network at the following location:

http://www.oracle.com/technetwork/middleware/content-management/irm-fileicons-180493.zip

Copy the images into the SharePoint images folder. In SharePoint 2007, this is:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\IMAGES

Modify the docicon.xml file to add the sealed content types.

In SharePoint 2007, the docicon.xml file is in the following location:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\XML

At the end of the section headed <ByExtension>, add the following lines:

<Mapping Key="scsv" Value="icsxls.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdoc" Value="icsdoc.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdocm" Value="icsdoc.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdocx" Value="icsdoc.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdot" Value="icsdot.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdotm" Value="icsdot.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sdotx" Value="icsdot.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="spot" Value="icspot.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="spotm" Value="icspot.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="spotx" Value="icspot.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sppt" Value="icsppt.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="spptm" Value="icsppt.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="spptx" Value="icsppt.gif" EditText="Microsoft Office PowerPoint" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="srtf" Value="icsrtf.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="stxt" Value="icstxt.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxls" Value="icsxls.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxlsm" Value="icsxls.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxlsx" Value="icsxls.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxlt" Value="icsxlt.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxltm" Value="icsxlt.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="sxltx" Value="icsxlt.gif" EditText="Microsoft Office Excel" OpenControl="OracleIRM.OpenDocuments" /> 
<Mapping Key="seml" Value="icseml.gif" EditText="Microsoft Office Word" OpenControl="OracleIRM.OpenDocuments" />

Modify the htmltransinfo.xml file to add the sealed content types.

In SharePoint 2007, the htmltransinfo.xml file is in the following location:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\XML

At the end of the section headed XML, after any other file extension entries, add the following lines:

<Mapping Extension="scsv" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdoc" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdocm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdocx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdot" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdotm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sdotx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="spot" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="spotm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="spotx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sppt" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="spptm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="spptx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="stxt" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxls" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxlsm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxlsx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxlt" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxltm" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="sxltx" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" /> 
<Mapping Extension="srtf" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" />
<Mapping Extension="seml" AcceptHeader="" HandlerUrl="" ProgId="OracleIRM.OpenDocuments" />

Restart IIS.

8.3 Enabling Search With Microsoft SharePoint 2007 and 2010

To enable searching of files with SharePoint 2007 and 2010, you need to do all of the following:

Install Oracle IRM Desktop on the Microsoft SharePoint server.
Enable file searching in Oracle IRM Desktop.

See Section 4.7.2, "Enabling Sealed Documents to Be Searched".
For SharePoint 2010, set the logon account for the SharePointServerSearch14 service to be Local System.
Configure Oracle IRM Desktop for the Microsoft Indexing Service.

See Section 4.7.3, "Configuring for the Microsoft Indexing Service".
Reconfigure the OracleIRMServiceHost service to support searching, as described below.

Reconfiguring the OracleIRMServiceHost Service to Support Searching

To reconfigure the OracleIRMServiceHost service to support searching:

Run DCOMCNFG.EXE (for example, by entering dcomcnfg into the Windows Run dialog and clicking OK).
Navigate to Component Services, Computers, My Computer, DCOM Config, OracleIRMServiceHost.
Right click and select Properties on OracleIRMServiceHost object.
Navigate to the Security tab in the OracleIRMServiceHost Properties dialog.
On the Security tab, in the Launch and Activation Permissions section, check the Customize check box and then click the Edit button
In the Launch and Activation Permission dialog, click the Add button to open the user selection dialog.
Add Everyone to the object names.
In the Launch and Activation Permission dialog, select the Everyone group name, then check the Local Launch and Local Activation check boxes.
On the Security tab, in the Access Permissions section, check the Customize check box, then click the Edit button.
In the Access Permission dialog, click the Add button to open the user selection dialog.
Add Everyone to the object names.
In the Access Permission dialog, select the Everyone group name, then check the Local Access check box.

Follow these steps to restart the OracleIRMServiceHost service with the new DCOM settings:

Start the service management console (for example, by entering services.msc into the Windows Run dialog and clicking OK).
Find the OracleIRMServiceHost service in the list of services.
Right-click OracleIRMServiceHost and select Restart.