6 Understanding the Integration Hierarchy
This section covers these topics:
6.1 About the Integration Hierarchy
The integration hierarchy provides a tree-like structure that enables you to interact with content servers and the files on them in a convenient, familiar environment (Figure 6-1). It is fully integrated into Windows Explorer and supported e-mail applications (Microsoft Outlook and Lotus Notes). It is generally not available in Microsoft Office applications, where you use menus, toolbars, and ribbons to work with content servers and their files.
If you do not see the folders pane in Windows Explorer or your e-mail application, you need to turn it on. For example, in Windows XP, choose View, then Explorer Bar, and then Folders. Also, you may need to enable the integration hierarchy in your e-mail application as it is not displayed by default (see "Showing or Hiding the Oracle Content Servers Hierarchy").
Figure 6-1 Example of Integration Hierarchy (Fully Expanded)
Description of "Figure 6-1 Example of Integration Hierarchy (Fully Expanded)"
You work with content managed on a content server in much the same way you do with other folders and files on your computer. You can copy files, drag and drop files into folders, right-click objects to open context menus (see "Context Menus"), and so on. However, some tasks typically performed on files or folders on your local computer may have a somewhat different effect when performed on files and folders managed by a content server. For example, copying a file or saving an e-mail message to a contribution folder does not put it on your local computer, but rather uploads and saves it on the content server. In addition, the context menus of files may include items specific to content management, such as Check In, Check Out, Copy Links, and so on. See Chapter 8, "Working With Content Folders and Files" for more information.
The user logins and security controls on a content server also apply to files and folders that are managed through the integration hierarchy. For example, if you have only read permission for a content item, you will be able to open a copy of the native file, but you will not be able to check a new revision of the file in to the content server (which requires write permission). Similarly, when you create a new folder in the folder hierarchy on the server, each person who has the rights to view that folder will see it on their local computer. The files you add to the folder will also be available to each user on the content server, again according to their security permissions.
6.2 Top-Level Node ("Oracle Content Servers")
The top-level node in the integration hierarchy is always called "Oracle Content Servers." You cannot modify its name, nor can you delete this node. You may need to enable its display in your e-mail application as it is not displayed by default (see "Showing or Hiding the Oracle Content Servers Hierarchy").
Figure 6-2 Oracle Content Servers in Integration Hierarchy (Windows Explorer)
Description of "Figure 6-2 Oracle Content Servers in Integration Hierarchy (Windows Explorer)"
With the top-level Oracle Content Servers node in the integration hierarchy selected, the content pane shows all defined content server connections. How this information is displayed depends on the current view mode (see "Content Pane View Modes"). The icon of each server denotes its type (see "Content Server Types").
If a server is selected in the content pane, the preview pane shows the URL of the selected server connection, as well as general help information about working with content servers. If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.3 Content Server Nodes
The content server nodes are immediately below the top-level Oracle Content Servers node in the integration hierarchy. They represent the defined server connections. You can select a content server to connect and log in to that server. Depending on the configuration and current login status, you may be prompted to provide your login credentials for that server (that is, your user name and password).
The display name of each server in the integration hierarchy is the name as provided in the Add Server dialog when the server connection was created (see "Add Server Dialog").
The icon in front of each server in the integration hierarchy denotes its type (see "Content Server Types").
With a content server node in the integration hierarchy selected, the content pane shows all main nodes and folders for that server. The available server nodes and folders depend on the server type:
How the information in the content pane is displayed depends on the current view mode (see "Content Pane View Modes").
If one of the content server nodes in the integration hierarchy is selected in the content pane, the preview pane shows information about the server (for Oracle Content DB servers) or general help information for the server (for Oracle Content Server instances). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4 Oracle Content Server Repositories
Desktop Integration Suite provides direct access to content on Oracle Content Server instances ("UCM content servers"). This server type is represented in the integration hierarchy using the icons shown in Figure 6-3.
Figure 6-4 Oracle Content Server Instance in Integration Hierarchy
Description of "Figure 6-4 Oracle Content Server Instance in Integration Hierarchy"
Depending on the server configuration, an Oracle Content Server node in the integration hierarchy may consist of the following elements:
6.4.1 Contribution Folders (Content Server Folders)
The content folders tree on an Oracle Content Server instance enables you to work with content on that server using the familiar folders structure used in Windows Explorer and e-mail applications. The top-level content folder node is called Contribution Folders in Oracle Content Server 11gR1 and Content Server Folders in Oracle Content Server 10gR3 and 7.5.2.
The Contribution Folders or Content Server Folders node is included in the integration hierarchy for an Oracle Content Server instance only if your system administrator has enabled the folders functionality on that server.
The folder structure under Contribution Folders or Content Server Folders in the integration hierarchy is identical to that in the Oracle Content Server web interface (under 'Browse Content'), as illustrated in Figure 6-5. You only see folders and files for which you were assigned access privileges.
Figure 6-5 Contribution Folders in Windows Explorer and Oracle Content Server's Web Interface
Description of "Figure 6-5 Contribution Folders in Windows Explorer and Oracle Content Server's Web Interface"
See Chapter 8, "Working With Content Folders and Files" for more information about using contribution folders and the files in them.
With a contribution folder in the integration hierarchy selected, the content pane shows the contents of that contribution folder (subfolders and files). You only see folders and files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If an object is selected in the content pane, the preview pane shows information about that object from the content server (that is, the hierarchical folder information page for folders and the content information page for files). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.2 My Checked-Out Content
The My Checked-Out Content node in the integration hierarchy of an Oracle Content Server instance lists all content files that you have currently checked out of that particular server. You see only files that you have checked out yourself, not files checked out by others.
The My Checked-Out Content list in the integration hierarchy is identical to that in the Oracle Content Server web interface (under 'My Content Server').
Note:
The My Checked-Out Content node is available only if you are connecting to an Oracle Content Server 11g instance.With the My Checked-Out Content node selected in the integration hierarchy, the content pane shows all content items that you yourself have currently checked out of the associated content server. How this information is displayed depends on the current view mode (see "Content Pane View Modes").
The checked-out status of the content items in the list is indicated by a green check mark icon overlay of the application icons of the files (see also "Content File Status").
Table 6-1 Status Icons for Content Items
| Icon | Description |
|---|---|
 |
This icon is used to indicate that you have currently checked out the content item. The versions of your locally cached copy and the original file on the content server match; that is, no changes have been made to either version since the file was checked out. Please note that all shortcuts to a checked-out file will also show this icon, since they are linked to the original file. |
 |
This icon is used to indicate that you have currently checked out the content item. However, the versions of your locally cached copy and the original file on the content server do not match; more specifically, the modified timestamp of the file in your local cache has changed. This will typically be the case if you made changes to your local copy and have not checked the item back in to the content server again. The icon provides a visual reminder for this. Please note that all shortcuts to a checked-out file will also show this icon, since they are linked to the original file. |
If one of the checked-out files is selected in the content pane, the preview pane shows information about that file (that is, its content information page on the content server). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.3 My Saved Queries
The My Saved Queries node in the integration hierarchy of an Oracle Content Server instance lists all search queries that you performed on that server and decided to save. The My Saved Queries list in the integration hierarchy is identical to that in the Oracle Content Server web interface (under 'My Content Server'). A saved query is saved on the content server and is also available from the Content Server web interface.
Each saved query is dynamic, which means that every time you run it, the search results list shows all items that meet the search criteria at that particular moment. In other words, your saved queries will always produce the latest search results.
The My Saved Queries list in the integration hierarchy is identical to that in the Oracle Content Server web interface (under 'My Content Server').
Note:
The My Saved Queries node is available only if you are connecting to an Oracle Content Server 11g instance.With the My Saved Queries node selected in the integration hierarchy, the content pane shows all search queries that you have currently saved on the associated content server.
Double-click a saved query (or select it and press Enter) to execute the query and display a search results list in the content pane containing all items on the content server that meet the search criteria. You can right-click a saved query to view (and modify, if required) its query definition. See the Oracle Content Server documentation for more information on the query format.
Note:
The items in the search results list do not show their content management status in their file icons.The preview pane remains blank until you double-click a saved query (or select it and press Enter) to execute it. The preview pane then displays the query's search results. If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.4 My Workflow Assignments
The My Workflow Assignments node in the integration hierarchy of a content server lists all content files on that particular server that you are assigned to review and then approve or reject. You see only workflow assignments for yourself, not for others.
The My Workflow Assignments list in the integration hierarchy is identical to that in the Oracle Content Server web interface (under 'My Content Server').
Note:
The My Workflow Assignments node is available only if you are connecting to an Oracle Content Server 11g instance.See the Oracle Content Server user documentation for more information about workflows.
With the My Workflow Assignments node selected in the integration hierarchy, the content pane shows all content items in workflows that are currently assigned to review on the associated content server. You only see folders and files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If one of the files is selected in the content pane, the preview pane shows the workflow information for that file (for example, the workflow step that the content item is currently in). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.5 Projects
The Projects node on an Oracle Content Server instance enables you to work with collaboration projects and the files associated with them on that server using the file tree structure used in Windows Explorer and e-mail applications.
Note:
The Projects node is included in the integration hierarchy for an Oracle Content Server instance only if your system administrator has enabled the Collaboration Manager add-on on that server.With the Projects node selected in the integration hierarchy, the content pane shows all collaboration projects available on the associated content server. If you select a specific project in the integration hierarchy, the content pane shows the contents of that collaboration project (subfolders and files). You only see folders and files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If an object is selected in the content pane, the preview pane shows information about that object from the content server (for example, the content information page for files). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.6 Trash
The Trash node in the integration hierarchy of an Oracle Content Server instance lists all content files that you have deleted from that particular server. You see only files that you deleted yourself, not other people's deleted files.
Note:
The Trash node is included in the integration hierarchy for an Oracle Content Server instance only if your system administrator has enabled the trash functionality on that server.With the Trash node in the integration hierarchy selected, the content pane shows the contents of the trash bin on the associated content server. How this information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If an object is selected in the content pane, the preview pane shows information about that object from the content server (that is, the hierarchical folder information page for folders and the content information page for files). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.4.7 Search Results
The Search Results folder in the integration hierarchy of an Oracle Content Server instance lists all files on that server that meet the criteria of a search query that was just performed. See "Searching a Content Server" for more information.
With the Search Results folder in the integration hierarchy selected, the content pane shows all files on the associated server that meet the criteria of a search query that was just performed. You only see files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
Note:
The items in the search results list do not show their content management status in their file icons.Caution:
The items in the search results list are the actual files (not a copy or pointer of some sort). If you delete a file from the search results list, you are removing the actual content item from the content server. Be careful when working with items in the search results list!If an item is selected in the search results list in the content pane, the preview pane shows information about that file (that is, its content information page on the content server). If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.5 Oracle Content Database Repositories
Desktop Integration Suite provides direct access to content on Oracle Content Database (Content DB) servers. This server type is represented in the integration hierarchy using the icons shown in Figure 6-6.
Figure 6-7 Oracle Content Database Server in Integration Hierarchy
Description of "Figure 6-7 Oracle Content Database Server in Integration Hierarchy"
The integration hierarchy for Oracle Content Database servers shows the folder structure as defined on the content server. You only see folders and files for which you were assigned access privileges. See the Oracle Content Database documentation for more information on Oracle Content Database.
With an Oracle Content Database folder in the integration hierarchy selected, the content pane shows the contents of that folder (subfolders and files). You only see folders and files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If an object is selected in the content pane, the preview pane shows the name and URL of that object on the content server. If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.6 WebDAV Server Repositories
Desktop Integration Suite provides direct access to files on any non-UCM, non-Content DB server that supports the standardized Web Distributed Authoring And Versioning (WebDAV) enhancements to the HTTP protocol. (Please note that the WebDAV DeltaV extension is not supported.) This server type is represented in the integration hierarchy using the icons shown in Figure 6-8.
The integration hierarchy for WebDAV servers shows the folder structure as defined on the server. You only see folders and files for which you were assigned access privileges.
With a WebDAV server folder in the integration hierarchy selected, the content pane shows the contents of that folder (subfolders and files). You only see folders and files for which you were assigned access privileges. How the information is displayed depends on the current view mode (see "Content Pane View Modes").
The icons of files show their associated applications (for example, Microsoft Word for .doc files) as well as their content management status (in the form of application icon overlays), if applicable. See "Content File Status" for more information.
If an object is selected in the content pane, the preview pane shows the name and URL of that object on the WebDAV server. If you do not see the preview pane, you may enable it (see "Showing or Hiding the Preview Pane".
6.7 Context Menus
Like most Windows applications, Desktop Integration Suite offers context menus that provide relevant options depending on where you are in the application. For example, with a contribution folder selected, it shows options that are applicable to that folder in that particular context. To show a context menu, right-click an object in the integration hierarchy or the content pane. Alternatively, you can select the object and press Shift+F10.
The options on the context menu depend on the object type:
Note:
These sections only show the context menu options specific to Desktop Integration Suite. Other options may be available, including options related to other Oracle content management products such as Oracle Universal Records Management (URM) or Oracle Information Rights Management (IRM). See the documentation of these products for more information on these options.6.7.1 General
The Desktop Integration Suite context menus may include the following general, shared options:
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Expand / Collapse: Shows or hides the subfolder tree under the current object in the integration hierarchy.
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Explore: Opens the current object in a new window, with the folders pane visible.
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View: Opens a submenu containing the following options:
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Icons: Sets icons view mode in the content pane, which displays your files and folders as large application icons with their names shown below the icons.
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List: Sets list view mode in the content pane, which displays your files and folders as a list of file or folder names preceded by small application icons.
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Details: Sets details view mode in the content pane, which displays your files and folders as in list mode, but with additional information such as file type, size, author, security group, timestamp, and the like (if available and relevant).
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Preview Pane: Shows or hides the preview pane, which displays information about the select object in the content pane.
-
-
Paste: Pastes the contents of the copy-and-paste buffer into the current location. (You can also press the Ctrl+V key combination to do this.)
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Refresh: Updates the view in the content pane to reflect the latest state on the content server.
6.7.2 Servers
The Desktop Integration Suite context menus may include the following server-related options:
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Open: Opens the selected server in a new window, with the folders pane not visible (when selected in folders pane), or opens the selected server in the content pane (when selected in the content pane).
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Search... (UCM content servers only): Opens a search form on the current content server where you can specify criteria and search for items on that server based on these criteria. See "Searching a Content Server" and "Searching for Content Files" for more information.
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Log Off: Breaks the connection to the current content server. This means that you will have to provide your login credentials (user name and password) again the next time you want to access that server. See "Logging Off a Content Server" for more information.
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Work Offline: Disconnects you from the current content server. This means that you will only have access to the files on that server that have been marked to be available offline. See "Working With a Content Server Offline" and "Working With Offline Content Folders and Files" for more information.
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Remove: Enables you to remove the selected server connection from the integration hierarchy. See "Removing a Content Server Connection" for more information.
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Properties: Opens a dialog which shows a number of properties of the current content server. See "Viewing or Editing Content Server Connection Properties" for more information.
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Add Server...: Opens a dialog where you can add a new content server connection to the integration hierarchy. See "Adding a Content Server Connection" for more information.
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Save Query: Saves the current search query in your list of saved queries (see "My Saved Queries"). This enables you to quickly perform the search query again to see the latest dynamic search results.
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View Query Definition: Opens a dialog that shows the query statement for the selected saved query.
6.7.3 Folders
The Desktop Integration Suite context menus may include the following folder-related options:
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New Folder: Enables you to create a new contribution subfolder in the current folder.
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New Project: Enables you to create a new collaboration subproject in the current project.
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Open: Opens the selected folder in a new window, with the folders pane not visible (when selected in folders pane), or opens the selected folder in the content pane (when selected in the content pane).
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Make Content Available Offline: Creates local copies of all content in each selected contribution folder or collaboration project in a special cache location on your computer. You can then view these files (in read-only mode) even if you are not connected to the content server. See "Working With Offline Content Folders and Files" for more information.
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Refresh Offline Content: Updates the offline file cache on your local computer to reflect the latest content of the corresponding contribution folder(s) or collaboration project(s) on the content server. See "Refreshing Offline Content" for more information.
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Remove Offline Content: Deletes the content in each selected collaboration folder or collaboration project from the offline file cache on your local computer (not from the content server!). This means you can no longer view these files when you are not connected to the content server. See "Removing Offline Content" for more information.
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Search... (UCM servers only): Opens a search form on the current content server where you can specify criteria and search for items on that server based on these criteria. See "Searching a Content Server" for more information.
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Propagate (UCM servers only): Copies the metadata of each selected contribution folder or collaboration project to all subfolders and files in that folder or project. See "Propagating Folder Metadata" for more information.
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Copy: Copies each selected contribution folder or collaboration project and all its content into the copy-and-paste buffer. You can then create a copy of the folder(s) or project(s) by pasting them to a different location. (You can also press the Ctrl+C key combination to do this.) See "Copying Content Folders and Files" for more information.
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Paste: Pastes the contents of the copy-and-paste buffer into the current location. (You can also press the Ctrl+V key combination to do this.)
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Create Shortcut (UCM servers only): Creates a shortcut to the selected contribution folder or collaboration project at the same folder or project level in the integration hierarchy. See "Working With Shortcuts to Content Folders and Files" for more information.
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Delete: Removes the selected contribution folder or collaboration project, including all its content, from the integration hierarchy (and also from the content server!). (You can also press the Delete key to do this.) You should use this option with great care. See "Deleting Content Folders and Files" for more information.
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Rename: Enables you to give the selected contribution folder or collaboration project in the integration hierarchy a new name. (You can also press the F2 key to do this.) See "Renaming Content Folders and Files" for more information.
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Content Information... (UCM servers only): Displays the content information page on the server for the selected folder or project in the integration hierarchy. See "Viewing and Modifying Content Information of Folders or Files" for more information.
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Properties: Displays a dialog that provides information about the selected folder or project in the integration hierarchy. See "Viewing and Modifying Properties of Folders or Files" for more information.
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Advanced Properties (Content DB servers only): Displays a window that displays the properties about the selected folder in the integration hierarchy. See "Viewing and Modifying Advanced Properties of Folders or Files" for more information.
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Sharing (Content DB servers only): Displays a window where you can set the properties for sharing the selected folder(s); in other words, who has access to the folder and who can create content in it. See "Viewing and Modifying Sharing Properties of Folders or Files" for more information.
6.7.4 Files
The Desktop Integration Suite context menus may include the following file-related options:
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View: Opens each selected file in its associated application in 'read-only' mode; that is, it is not checked out of the content server, and if you make any changes, you must check it in as a new content item. See "Viewing Content Files" for more information.
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Open: Opens each selected file in its associated application in full edit mode; that is, it is checked out of the content server, and if you make any changes, you can check it in as a new revision of the content item. See "Opening Content Files" for more information.
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Check Out: Retrieves each selected file from the content server and makes it available for editing. See "Checking Out Content Files" for more information.
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Undo Check Out: Cancels the checked-out status of each selected file on the content server. See "Undoing a File Check-Out" for more information.
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Check In: Uploads each selected file to the content server and stores it on that server. If it is a new content item, you must provide metadata. If it is an existing content item, it inherits the metadata from the previous revision. See "Checking In Content Files" for more information.
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Make Available Offline: Creates local copies of all selected files in a special cache location on your computer. You can then view these files (in read-only mode), even if you are not connected to the content server. See "Working With Offline Content Folders and Files" for more information.
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Discard Changes: Moves the locally cached copy of a content item to the recycle bin, effectively deleting it (unless the cache directory is located on a network share; in that case it is deleted directly). This option is available if there is a conflict between the locally cached file copy and the original file on the content server.
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Move to Desktop: Moves the locally cached copy of a content item to the Windows desktop. This option is available if there is a conflict between the locally cached file copy and the original file on the content server. Moving the file to the desktop allows you to check out the original file and check in the file on your desktop.
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Approve: Marks the current file in a workflow as approved and allows it to move to the next step in the workflow. You can approve files only if they are not currently checked out. See "Working With Content Files in Workflows" for more information.
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Reject: Marks the current file in a workflow as rejected and returns it to the previous step in the workflow. You can reject files only if they are not currently checked out. See "Working With Content Files in Workflows" for more information.
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Copy: Copies each selected file in the integration hierarchy into the copy-and-paste buffer. You can then create a copy of that file by pasting it to a different location. (You can also press the Ctrl+C key combination to do this.) See "Copying Content Folders and Files" for more information.
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Paste: Pastes the contents of the copy-and-paste buffer into the current location.
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Copy Links: Copies the URL of each selected file in the integration hierarchy into the copy-and-paste buffer. You can then paste these URL(s) into any Windows application (for example, an e-mail message) to provide direct links to the file(s). See "Copying Content File Links" for more information.
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Create Shortcut (UCM servers only): Creates a shortcut to each selected file in the same integration hierarchy folder as the referenced file or files. See "Working With Shortcuts to Content Folders and Files" for more information.
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Delete: Removes each selected file from the integration hierarchy (and also from the content server!). (You can also press the Delete key to do this.) You should use this option with great care. See "Deleting Content Folders and Files" for more information.
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Rename: Enables you to give the selected file in the integration hierarchy a new name. (You can also press the F2 key to do this.) Please note that this option is not available when the file is currently checked out of the content server. See "Renaming Content Folders and Files" for more information.
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Content Information... (UCM servers only): Displays the content information page on the server for the selected file in the integration hierarchy. See "Viewing and Modifying Content Information of Folders or Files" for more information.
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Properties: Displays a dialog that provides information about the selected file in the integration hierarchy. See "Viewing and Modifying Properties of Folders or Files" for more information.
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Advanced Properties (Content DB servers only): Displays a window that displays the properties about the selected file in the integration hierarchy. See "Viewing and Modifying Advanced Properties of Folders or Files" for more information.
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Sharing (Content DB servers only): Displays a window where you can set the properties for sharing the selected file(s); in other words, who has access to the folder and who can create content in it. See "Viewing and Modifying Sharing Properties of Folders or Files" for more information.
6.8 Showing or Hiding the Preview Pane
The preview pane shows information about the selected item in the content pane; for example, the content information page of a file on the content server. You may turn the preview pane on or off. The preview pane remains enabled or disabled for each specific server connection, which includes every folder in it. If you open a folder from a different server connection, you will only see the preview pane if it was enabled there.
To show or hide the preview pane in Windows Explorer, do any of the following:
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In the View menu, choose Preview Pane.
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Right-click in an unused area of the content pane, choose View in the context menu, and then Preview Pane.
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Click the preview icon on the toolbar (Figure 6-9). Please note that this icon is visible if any item in the Oracle Content Servers integration hierarchy is selected.
To show or hide the preview pane in Microsoft Outlook or Lotus Notes, right-click in an unused area of the content pane, choose View in the context menu, and then Preview Pane.
6.9 Showing or Hiding the Folders Pane
The folders pane shows the file or mail folders tree in Windows Explorer or your e-mail application (Microsoft Outlook or Lotus Notes). If you do not see the folders pane, you must enable it.
To show the folders pane in Windows Explorer, open the View menu, then choose Explorer Bar, and then Folders.
To show the mail folders pane in Microsoft Outlook, open the View menu and then choose Navigation Pane.
6.10 Setting the Column Display
When you select an object in the integration hierarchy, the content pane shows the contents of that object (for example, a list of files in the current content folder). In details view (see "Content Pane View Modes"), the content pane includes a number of columns that show some metadata information about the files or folders (for example, their security group or author). You can set the metadata columns to be displayed as well as the default width of the columns.
Perform these steps to change the display of the columns:
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Log in to the content server for which you want to change the content display.
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Set the content pane view mode to details view. See "Content Pane View Modes" for more information.
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Right-click any of the column headings in the content pane.
A Column Settings... option is displayed (Figure 6-10).
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Click Column Settings... in the context menu.
The Column Settings dialog is displayed (see "Column Settings Dialog").
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The Column Settings dialog shows all available metadata fields from the content server that you can display as columns in the integration hierarchy.
Select a check box to display that metadata field in the content pane. Clear it to hide the metadata field. You can also select a metadata field and click Show or Hide to control its display in the content pane.
To resize a column, select the metadata field and change its pixel width by entering the width in the "The selected column should be x pixels wide" option. You can also resize a column directly in Windows Explorer by dragging its right edge (as is customary in Windows).
To reorder the columns, click a selected metadata value and click Move Up or Move Down until it is in the correct location. 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.
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Click OK when you are done. (The changes take effect immediately.)
