This section covers the following topics:
Using Windows Explorer to Create a New Microsoft Office Document that is Sealed from the Outset
Using Microsoft Office to Create a New Document that is Sealed from the Outset
You can create a new sealed document in more than one way:
For Microsoft Office documents, you can create a blank document that is sealed at the point of creation.
For other document types, you must first create an unsealed document as you would normally, and then seal the document.
In both of the above cases, you create the sealed document either by using menu items in Windows Explorer, or by using the Oracle IRM toolbar within a Microsoft Office application. If you have unsealed documents as icons on your Microsoft Desktop, you can seal them using the icon's context menu. These options are explained in the sections that follow.
If you do not want unsealed versions of your sealed documents to exist, you may be able to set an Oracle IRM Desktop option that will remove the unsealed version when a sealed version is created. (See Section A.1.2, "Desktop Sealing Tab"). This option may already have been set (or disabled) by your system administrator.
Rights:
To seal a document, you need the Seal right. See Section 1.3, "About Rights".Use the following procedure to create a new document that is sealed from the outset:
In Windows Explorer, select the File menu and choose New, then choose the Sealed menu item for the document type that you want to create. For example, to create a new sealed Word document, choose Sealed Word Document.
In the Select Context dialog, select the context to which you want to seal the new document.
If the context that you want to use is not shown, try refreshing the list by clicking the Refresh Contexts button.
Select a location and enter a name for the new document.
If more than one type of sealed file is available from the Files of type drop-down list, choose the type that you require.
If you have been authorized to allocate item codes manually (see Section 1.7, "About Sealed Document Item Codes"), you will see an Options section on the dialog for naming a document. To set the item code, check the Update Item Code box (if not already set), select the Use This Item Code option, then enter an item code in the accompanying text box.
Save the new document.
The new sealed document is opened in the appropriate application, if available. You can then work on the sealed document to the extent that your rights allow.
Rights:
To seal a document, you need the Seal right. See Section 1.3, "About Rights".If Microsoft Office support is enabled (this is an option on the General tab of the Oracle IRM Desktop Options dialog), use the following procedure to create a new document that is sealed from the outset:
In the Microsoft Office application, select the New Sealed icon on the Oracle IRM toolbar.
On the resultant menu, do one of the following:
select the context to which you want to seal the document, or
if the required context is not shown, select the Select Context menu item, or
if you want to base your new sealed document on a sealed template (in which the context will already have been set), select the From Sealed Template menu item.
If you have opened the Select Context dialog, select the context to which you want to seal the new document.
If the context that you want to use is not shown, try refreshing the list by clicking the Refresh Contexts button.
If you have opened the Select Sealed Template dialog, select the sealed template on which you want to base your sealed document.
You may have to change the type of template shown in the Files of type drop-down list to see the template that you want.
Select a location and enter a name for the new document.
If more than one type of sealed file is available from the Files of type drop-down list, choose the type that you require.
If you have been authorized to allocate item codes manually (see Section 1.7, "About Sealed Document Item Codes"), you will see an Options section on the dialog for naming a document. To set the item code, check the Update Item Code box (if not already set), select the Use This Item Code option, then enter an item code in the accompanying text box.
Save the new document.
The new sealed document is opened. You can then work on the sealed document to the extent that your rights allow.
Rights:
To seal a document, you need the Seal right. See Section 1.3, "About Rights".Use one of the following procedures to create a sealed version of a document that already exists:
In Windows Explorer, select the unsealed document, select the File menu, select Seal To, then select Select Context. In the Select Context dialog, select the context, then click OK.
On your Microsoft Desktop, right-click the icon that represents the unsealed document, select Seal To, then select Select Context. In the Select Context dialog, select the context, then click OK.
If Microsoft Office support is enabled, open the unsealed document in the Microsoft Office application and select the Save As Sealed button in the Oracle IRM toolbar.
If you have been authorized to allocate item codes manually (see Section 1.7, "About Sealed Document Item Codes"), you will see an Options section on the dialog for naming a document. To set the item code, check the Update Item Code box (if not already set), select the Use This Item Code option, then enter an item code in the accompanying text box.