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 12c (12.2.1.2.0)
• New and Changed Features for 12c (12.2.1.1)
• New and Changed Features for 12c (12.2.1)

1 Getting Started with Oracle WebCenter Content: Desktop

• 1.1 What is Oracle WebCenter Content: Desktop?
• 1.2 What are the content repositories the Desktop client software supports?
• 1.3 Which are the client applications the Desktop client software supports?
• 1.4 What are the localized user interfaces that Desktop offers?
• 1.5 What are the accessibility features that Desktop supports?
• 1.6 How do I set up the Desktop client software on a 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 What are content server connections?
• 2.2 How can I add and manage a content server connection?
• 2.3 How can I connect to a content server?
• 2.4 How do I log off from a content server?
• 2.5 How do I work with content server in offline mode?

3 Understanding the WebCenter Content Servers Folder Tree

• 3.1 What is a folder tree?
• 3.2 What is the Top-Level Folder ("WebCenter Content Servers")?
• 3.3 What are the Server Folders?
• 3.4 What are the Content Folders (on WebCenter Content Servers)?

4 Microsoft File Explorer Integration

• 4.1 How do I integrate Microsoft File Explorer with content servers?
• 4.2 How do I access content servers?
• 4.3 How can I create libraries and folders?
• 4.4 How can I create new files?
• 4.5 How do I modify existing files?
• 4.6 How do I rename libraries, folders, and files?
• 4.7 How do I search for files in the Microsoft File Explorer navigation pane?
• 4.8 How do I search for files using the Quick Search feature?
• 4.9 How do I work with saved Search Queries and Query Folders?
• 4.10 How do I browse to content files?
• 4.11 How do I work with Oracle WebCenter Content Server shortcuts ("Special Shortcuts")?
• 4.12 How do I work with standard Windows shortcuts?
• 4.13 How do I work with Personal Folders?
• 4.14 How can I create a list of Favorite Content Items?
• 4.15 How do I view files?
• 4.16 How do I open files?
• 4.17 How do I check out files?
• 4.18 How do I check in files?
• 4.19 How do I copy libraries, folders, and files?
• 4.20 How do I move libraries, folders, and files to and from a server?
• 4.21 How do I delete libraries, folders, and files?
• 4.22 How do I view and modify library, folder, and file information and properties?
• 4.23 How do I propagate library and folder metadata?
• 4.24 How can I copy content file links?
• 4.25 How do I work with workflows on content server instances?
  • 4.25.1 How do I view all the workflow assignments?
  • 4.25.2 Approving or Rejecting Files in Workflows
  • 4.25.3 Removing a File From Your WorkFlow Assignments
• 4.26 How can I access the content server files in offline mode?

5 Microsoft Office Integration

• 5.1 How does Desktop client integrate Oracle WebCenter Content into Microsoft Office applications?
  • 5.1.1 Integration into Microsoft Office
  • 5.1.2 The WebCenter Content Ribbon
  • 5.1.3 File Tab Options
  • 5.1.4 The WebCenter Content Options
• 5.2 How do I open and view an existing document?
• 5.3 How can I reopen a recently opened document?
• 5.4 How do I check out a document that is in Read-Only (View) mode?
• 5.5 How do I open a different revision of a document?
• 5.6 How do I refresh a document?
• 5.7 How do I create a new document and check it in to a content server?
• 5.8 How do I check in a managed document while editing it?
• 5.9 How do I check in a managed document when closing it?
• 5.10 How do I turn an unmanaged document into a managed document?
• 5.11 How do I turn a managed Microsoft Office document into an unmanaged document?
• 5.12 How can I insert links, files, and images into Microsoft Office documents?
• 5.13 How can I compare two revisions of the same Word document?
• 5.14 How can I compare a Word document with another document?
• 5.15 How do I approve or submit Microsoft Office documents in workflows?

6 Microsoft Outlook Integration

• 6.1 What is Email Client integration in Microsoft Outlook?
• 6.2 How does Desktop integrate with Microsoft Outlook?
• 6.3 How do I preserve email messages and attachments on a content server?
• 6.4 How can I retrieve and read preserved messages and attachments?
• 6.5 How do I send messages that contain attachments and links to content server files?
• 6.6 How can I create a new message with links to the file?
• 6.7 How can I view all my workflow assignments?
• 6.8 How do I work with Distribution Lists?
• 6.9 What are the background and setup information needed to connect to a content server?
  • 6.9.1 Email Specific Metadata on Oracle WebCenter Content Server
  • 6.9.2 Default Email Metadata and File Names
  • 6.9.3 Setting the Email Check In Option

7 Lotus Notes Integration

• 7.1 What is Email Client integration in Lotus Notes?
• 7.2 How does Desktop integrate with Lotus Notes?
• 7.3 How do I preserve email messages and attachments on a content server?
• 7.4 How can I retrieve and read preserved messages and attachments?
• 7.5 How can I send messages that contain attachments and links to content server files?
• 7.6 What is a Distribution List and how does it work?

8 Web Browser Search Integration

• 8.1 How does Desktop integrate with web browser search?
• 8.2 How does Desktop integrate with Microsoft Internet Explorer?
• 8.3 How does Desktop integrate with Mozilla Firefox?
• 8.4 How does Desktop integrate with Google Chrome?

A Advanced Client Configuration

• A.1 How do I set Windows Explorer integration options?
• A.2 How do I change the location of the local file cache?
• A.3 How do I disable overriding the default content profile selection?
• A.4 How do I configure and disable pattern-based file naming for email check-ins?

B Uninstalling the Desktop Client Software

• B.1 How do I uninstall the Desktop client software completely?
• B.2 How do I uninstall individual Desktop components?

C Reference Information

• C.1 What are Enterprise Libraries?
• C.2 What are content folders and files?
• C.3 How do a new content folder inherit and propagate metadata?
• C.4 What is content file versioning?
• C.5 What is content file metadata?
• C.6 What are the content management actions performed on files on a content server?
• C.7 What does the icons displayed in the WebCenter Content Servers folder tree indicate?
• C.8 Which are the options available in the Content Folder context menu?
• C.9 Which are the options available in the Content File context menu?
• C.10 Which are the options available in the Desktop context menu?
• C.11 How are content files stored in a local cache?
• C.12 How do I enable metadata prompting for enterprise libraries and folders?
• C.13 What are the capabilities of a content server?
• C.14 How do I identify the URLs for Oracle WebCenter Content Server?
• C.15 What are the URLs required for creating a content server connection?
• C.16 What are the custom document properties of Microsoft Office files?