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Online Help for Oracle WebCenter Content: Desktop
12c (12.2.1.1)
E68318-01
June 2016
Oracle Fusion Middleware Online Help for Oracle WebCenter Content: Desktop, 12c (12.2.1.1)
E68318-01
Copyright © 2002, 2016, Oracle and/or its affiliates. All rights reserved.
Primary Author: Divya Ramabhadran
Contributor: Alec Han, Martin Wykes
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The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.
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Oracle WebCenter Content: Desktop provides convenient access to the files on a number of content repositories (including Oracle WebCenter Content Server and Oracle Content Database) from a number of familiar desktop applications, such as Windows Explorer, Microsoft Office applications (Word, Excel, and PowerPoint), email clients (Microsoft Outlook and Lotus Notes), and web browsers (Internet Explorer, Mozilla Firefox, and Google Chrome).
This document is intended for end users who are using the Oracle WebCenter Content: Desktop 12c client software on their computers.
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc
.
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info
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if you are hearing impaired.
For more information on using Oracle WebCenter Content, see Using Oracle WebCenter Content.
The following text conventions are used in this document:
Convention | Meaning |
---|---|
boldface | Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. |
italic | Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. |
monospace | Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. |
The following topics are available for the Oracle WebCenter Content: Desktop user interface.
Server Dialogs
Content Management Dialogs
Section 1.15, "Save Dialog (Save As New) - Check-in Form Panel"
Section 1.17, "Check In Content Dialog (Check In With Metadata)"
Section 1.19, "Closing Document Dialog (No Unsaved Changes)"
Email Dialogs
The Add Server dialog is used to create a new connection to a content server, which enables you to access that server's content and functionality directly from supported applications on your computer.
Note: Your organization may require that the server connections be set up for you. If you are not sure, contact your system administrator. |
Element | Description |
---|---|
Server Name | This is the name of the content server connection, and is the name that will be displayed in the list of available servers. The name you enter here will be used to pre-fill the server URL boxes on this dialog. If you enter a name for the connection that is not the same as the name of the server, you must change the entries in the server URL boxes accordingly. |
Server Type | Select the type of content server:
Contact your content server administrator for assistance if you are not sure which server type to choose. |
Server WebDAV URL | This box contains a suggested value if you have already entered a name into the Server Name box. You can change the suggested value if it is not appropriate.
Enter the WebDAV URL of the content server. This information is needed to access the resources provided by the server. The URL for Oracle WebCenter Content Server instances typically has the following form: 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 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. |
CGI URL | This box contains a suggested value if you have already entered a name into the Server Name box. You can change the suggested value if it is not appropriate.
Enter the CGI URL of the content server. This box is available only for servers of type 'WebCenter Content Server'. By default, the CGI URL is the same as the WebDAV URL (see above), without '/webdav'. If you log in to an Oracle WebCenter 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. There is no CGI URL section if Windows Explorer is the only integration on your computer. |
User Interface URL | This box is available only for servers of type 'WebCenter Content Server'.
Enter the URL of the server that provides the WebCenter Content user interface for Oracle WebCenter Content Server 12c R2 (12.2.1.0) instances. Content servers prior to this release do not offer the WebCenter Content user interface. This URL may look something like this: http://server.example.com:16400/wcc/faces If you do not provide a user interface URL when setting up a connection to Oracle WebCenter Content 12c R2 (12.2.1.0), then you will be using the native 11g user interface. See Using Oracle WebCenter Content for more information on the two user interfaces offered by Oracle WebCenter Content Server 12c R2 (12.2.1.0). Contact your system administrator if you do not know what URL to use, if any. |
Use Single Sign-On | Select this check box if the content server connection uses single sign-on (SSO). The Single Sign-On section is available only for servers of type 'Content DB Server' and 'WebDAV Server'.
Contact your system administrator if you do not know what URL to use, if any. |
Single Sign-On URL | Enter the URL of the single sign-on (SSO) server that is used to control access to the content server.
Contact your system administrator if you do not know exactly what URL to use, if any. |
OK | Click this button to close this dialog and create the new content server connection using the specified settings. |
Cancel | Click this button to close this dialog and cancel the creation of the content server connection. |
Options | Click this button to open the Server Options Dialog - Remember Metadata Fields Tab, where you can set a number of options for the content server connection. This button is available only if you have specified a server name and the server type is 'WebCenter Content Server'. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Content Server Connections"
The Remember Metadata Fields tab on the Server Options dialog is used to define whether metadata field values should be remembered each time you check a content item in to an Oracle WebCenter Content Server instance using a check-in form, and if so, which metadata fields. Whatever values are set for these metadata fields for a particular check-in will automatically be used the next time you check in another content item.
Element | Description |
---|---|
Remember Last Entered Metadata Fields | Select this check box if you want metadata field values to be remembered whenever you check a new content item in to an Oracle WebCenter Content Server instance using a check-in form. Once you select the check box, the Available Metadata Fields box is populated with a list of all available metadata fields on the content server whose values can be remembered. |
Available Metadata Fields | This box lists all available metadata fields on the content server whose values can be remembered for check-in. |
Selected Metadata Fields | This box lists all metadata fields on the content server whose values will be remembered with every content item check-in. |
Click this button to move a metadata field from the list of available fields to the list of selected fields; in other words, to specify that the values of the metadata field should be remembered with every new content item check-in. | |
Click this button to move a metadata field from the list of selected fields to the list of available fields; in other words, to specify that the values of the metadata field should no longer be remembered with every new content item check-in. | |
Reset | Click this button to cancel any changes you made and return the dialog to the state when you opened it. |
OK | Click this button to close this dialog and submit any changes you made. |
Cancel | Click this button to close this dialog and cancel any changes you made. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Authentication tab on the Server Options dialog is used to specify what authentication method is used when client computers connect to an Oracle WebCenter Content Server instance.
Note: Contact your system administrator if you need any help with selecting the authentication method for a content server. |
Element | Description |
---|---|
Don't specify (Default) | Select this option if you want to use whatever authentication method is currently set up for the content server. It is recommended that you use this setting unless you are told to use a different one. |
Basic Login | Select this option if you want to force Content Server's standard authentication. |
Microsoft Login (NTLM) | Select this option if you want to force NTLM authentication. |
OK | Click this button to close this dialog and submit any changes you made. |
Cancel | Click this button to close this dialog and cancel any changes you made. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Server Properties dialog displays the defined name and URL of the selected content server.
Element | Description |
---|---|
Name | This is the name of the content server connection as specified on the Add Server Dialog.
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). |
URL | This is the WebDAV URL for the content server as specified on the Add Server Dialog. This URL is used to access the resources provided by your content server. You cannot edit this information. If you need to modify a server URL, you should remove the server connection and re-create it using the URL you want. |
OK | Click this button to close this dialog and submit any changes you made. |
Cancel | Click this button to close this dialog and cancel any changes you made. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Edit Server List dialog shows all defined content server connections on your computer. You can add a new server connection, view or edit the properties of an existing one, or delete a server connection.
The list shows the defined server connections on your own computer only, not on other people's computers. Also, any defined server connections will continue to exist on your computer after you remove, reinstall, or update the Desktop client software; in other words, they will still be included in the server list the next time you open the Edit Server List dialog.
Element | Description |
---|---|
Servers | This area lists all defined content server connections for your own computer. |
Close | Click this button to close this dialog. |
New... | Click this button to open the Add Server Dialog, where you can define a new content server connection. |
View... | Click this button to open the Edit Server Dialog, where you can view the properties of the selected content server connection and set a number of options for it. This button is available only if you select a content server in the list. |
Delete | Click this button to delete a content server connection. This button is available only if you select a content server in the list. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Edit Server dialog enables you to view the properties of an existing content server connection and set a number of options for it. This dialog is essentially the same as the dialog to create a new server connection (see Add Server Dialog). You cannot edit any of the server properties, but you can click the Options... button to open the Server Options Dialog - Remember Metadata Fields Tab, where you can set some options for the server connection (only for servers of type 'WebCenter Content Server').
Element | Description |
---|---|
Server Na me | This is the name of the content server connection as specified on the Add Server Dialog. You cannot edit this information. If you want to change the name of a server, you may be able to do so through the Server Properties Dialog. The alternative is to remove the server connection and re-create it with a new name. |
Server type | This is the type of the content server as specified on the Add Server Dialog. Three types are supported: WebCenter Content Server, Content DB Server, and WebDAV Server. You cannot edit this information. The server type can be set only during the creation of a server connection. |
Server WebDAV URL | This is the WebDAV URL for the content server as specified on the Add Server Dialog. This URL is used to access the resources provided by your content server. You cannot edit this information. If you need to modify the WebDAV URL, you should remove the server connection and re-create it using the correct URL. |
CGI URL | This is the CGI URL for the Oracle WebCenter Content Server instance as specified on the Add Server Dialog. You cannot edit this information. If you need to modify the CGI URL, you should remove the server connection and re-create it using the correct URL. This section is relevant only for servers of type 'WebCenter Content Server'.
There is no CGI URL section if Windows Explorer is the only integration on your computer. |
User Interface URL | This is the URL of the Oracle WebCenter Content Server user interface as specified on the Add Server Dialog. You cannot edit this information. If you need to change this URL, you should remove the server connection and re-create it using the correct URL. This section is relevant only for servers of type 'WebCenter Content Server' from release 12c R2 (12.2.1.0). |
Use Single Sign-On | This check box indicates whether the content server connection uses single sign-on (SSO). You cannot edit this information. If you need to modify the SSO setting, you should remove the server connection and re-create it using the correct setting. |
Single Sign-On URL | This is the URL of the single sign-on (SSO) server that is used to control access to the content server. You cannot edit this information. If you need to modify the SSO URL, you should remove the server connection and re-create it using the correct URL. |
OK | Click this button to close this dialog and submit any changes you made. |
Cancel | Click this button to close this dialog and cancel any changes you made. |
Options | Click this button to open the Server Options Dialog - Remember Metadata Fields Tab, where you can set a number of options for an Oracle WebCenter Content Server connection. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Column Settings dialog enables you to specify what columns should be displayed for the integration folders and their files in the content pane of email clients (Microsoft Outlook and Lotus Notes), and what the width of each column should be.
Note: You can make the same changes in the Windows Explorer integration by using its Choose Details dialog. |
Element | Description |
---|---|
Column names | Select the check box of each column that you want to display for the integration folders and their files in the content pane. The columns are displayed left to right in the order they are listed in this dialog. |
Move Up | Click this button to move the selected column up one spot in the list. The columns are displayed left to right as they appear in the list, so the higher a selected column is in the list, the more to the left it is displayed on screen. This button is unavailable if you are at the top of the column list. |
Move Down | Click this button to move the selected column down one spot in the list. The columns are displayed left to right as they appear in the list, so the lower a selected column is in the list, the more to the right it is displayed on screen. This button is unavailable if you are at the bottom of the column list. |
Show | Click this button to display the selected column. (This has the same effect as selecting the check box next to the column.) |
Hide | Click this button to hide the selected column. (This has the same effect as clearing the check box next to the column.) |
The selected column should be x pixels wide. | Enter the display width (in pixels) of the selected column. You can also drag the column edges in the application to change the column width (as is customary in Windows applications).
In the Windows Explorer integration, the equivalent control is Width of selected column (in pixels). |
OK | Click this button to submit any changes you made and close this dialog. |
Cancel | Click this button to cancel any changes you made and close this dialog. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Folder Properties dialog enables you to view and modify some properties of an existing folder or library. It resembles the standard folder properties dialog in Microsoft Windows, but includes some additional elements related to content management.
Element | Description |
---|---|
Name | This is the name of the folder as specified when the folder was originally created. You can change the folder name, providing no other folder of the same name already exists. If you change the name of the folder here, it is also automatically changed in the folder hierarchy on the content server.
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. |
URL | This is the location of the folder, expressed as a WebDAV URL. |
Created | This is the date and time that the content folder was originally created. |
Modified | This is the date and time that the content folder was last modified (that is, when an action was last performed that affected the folder). |
Content Type | This is the HTTP content type of the content folder. |
Folder Information
or Library Information | This button is displayed for servers of type WebCenter Content Server only.
Click the button to open the Folder or Library Information Page. |
OK | Click this button to close this dialog and submit any changes you made. |
Cancel | Click this button to close this dialog and cancel any changes you made. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Folder Information page or Library Information page shows the properties of the current folder or library. You can edit some of the information on the tabs of this page.
Note: The look and feel of this page as well as the information provided on it depends on the content server configuration (including the folders feature). |
Element | Description |
---|---|
General tab | Open this tab to see general information about the folder or library, such as the name, description (if any), and the owner. You can make changes as needed. When you are done making changes, click Save at the bottom of the tab window. |
Security tab | Open this tab to see security-related properties of the folder or library, such as security group, account, and access control lists. You can make changes as needed. When you are done making changes, click Save at the bottom of the tab window. |
Metadata tab | Open this tab to see metadata options and the default metadata values for the folder or library. You can make changes as needed. When you are done making changes, click Save at the bottom of the tab window. |
Sharing tab | Open this tab to see the options for sharing the content in the folder. The default is no sharing. You can choose to give read-only access to other users, or to allow them to read and modify the content. To share the content in one of these ways, select the appropriate option, then add users to the Selected Users box that opens.
To add a user to the Selected Users box, select the Display option items icon and choose a user from the drop-down list. You can also enter part or all of a user's name into the Add a User box to begin a search for that user. You can remove a user from the list by clicking the Remove an item from selected list icon next to the user's name. |
Shortcuts tab | Open this tab to see all shortcuts to the folder or library. You can make changes as needed. When you are done making changes, click Save at the bottom of the tab window. |
Advanced tab | Open this tab to see some advanced properties of the library or folder. You cannot make any changes in this tab window. |
Save | Click this button to save any changes you made to the information on the tabs and close the page. |
Cancel | Click this button to close the page without saving any changes that you made to the information on the tabs. |
Help | Click this button to display context-sensitive help information for this dialog. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Update Metadata dialog enables you to view (and edit, if you have sufficient rights) the properties of a content folder or file on a server running the native 11g user interface.
Element | Description |
---|---|
Filename | The name of the file whose metadata you can update. |
Assign Info Form | Shows metadata options and default metadata values. You can make changes as needed. When you are done making changes, click OK. |
Help | Click this button to display context-sensitive help information for this dialog. |
OK | Click this button to close the dialog and save the changes. |
Cancel | Click this button to close the dialog without saving the changes. |
Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"
The Content Information page shows the properties of the current content item. You may be able to edit some of the information on this page.
Content Information Page on a Server Using the WebCenter Content User Interface
Element | Description |
---|---|
Title | Shows the content type and name. |
Summary tab | Open this tab to see a summary of the information about the current content item. You may also be able to open renditions of the content item from links on the tab. You cannot change any of the information on this tab. |
Metadata tab | Open this tab to see metadata values for the current content item. The metadata values are divided between Profile Metadata and System Metadata sections. You may be able to change the values in the Profile Metadata section. To make changes, click the Edit button. Some of the values then become editable and the following buttons are shown:
|
Security tab | Open this tab to see security-related properties of the current content item, such as security group, account, and access control lists. You may be able to make changes to this information. If so, the controls on this tab are editable and the following buttons are available:
|
Preview tab | Open this tab to see a preview rendition of the current content item, if available. |
Help | Click this button to display context-sensitive help information for this page. |
Revisions | Click to open the Revisions list, through which you can obtain information about previous revisions of the current document (if any). |
OK | Click to close the page. If you have made changes but not saved them, you will be prompted to do so. |
Cancel | Click to close the page. Any unsaved changes will be discarded. |
Content Information Page on a Server Using the Native 11g User Interface
Element | Description |
---|---|
Content Actions | Update: Select to open the information update form, through which you can update the information for the current content item.
Subscribe: Select to open a form through which you can choose to receive email notifications when a new revision of the current content item becomes available. |
Information | Content Information: Select to show the main content information page for the current content item.
Metadata History: Select to show the record history of changes that have been applied to the current content item. |
Send link by email: Select to open your default email application, showing a new email message that contains a link to the current content item. | |
Edit | Freeze: Select to open the Freeze window, through which you can freeze the current content item. Frozen content cannot be altered in any way nor can it be deleted or destroyed. |