Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About Desktop Integration Suite
• 1.2 What's New
• 1.3 Supported Content Servers
• 1.4 Supported E-mail Backend Systems
• 1.5 Supported Client Applications
• 1.6 Localized User Interface
• 1.7 Accessibility Features

2 Setting Up Desktop Integration on Client Computers

• 2.1 Installation Requirements
• 2.2 Installation Considerations
• 2.3 Installation Process
• 2.4 Uninstalling a Previous Version of Desktop Integration Suite
• 2.5 Installing the Latest Version of Desktop Integration Suite
• 2.6 Manually Configuring the Notes.ini File
• 2.7 Setting Up Content Server Connections

3 Integration Into Windows Explorer

• 3.1 About Windows Explorer Integration
• 3.2 Accessing Desktop Integration in Windows Explorer
• 3.3 Oracle Content Servers Hierarchy in Folders List
• 3.4 Content Pane and Preview Pane
• 3.5 Content Pane View Modes
• 3.6 Buttons in Standard Buttons Toolbar

4 Integration Into Microsoft Office Applications

• 4.1 About Microsoft Office Integration
• 4.2 Integration Into Microsoft Office 2002 (XP) and 2003
• 4.3 Integration Into Microsoft Office 2007
• 4.4 Close Dialog
• 4.5 Microsoft Office Document Properties

5 Integration Into E-mail Clients

• 5.1 About E-mail Client Integration
• 5.2 Integration Into Microsoft Outlook
  • 5.2.1 Oracle Content Servers Hierarchy in Mail Folders
  • 5.2.2 Oracle UCM Menu
  • 5.2.3 Oracle UCM Toolbar
• 5.3 Integration Into Lotus Notes
  • 5.3.1 Oracle Content Servers Hierarchy in Mail Pane
  • 5.3.2 Integration Items in Actions Menu
• 5.4 Content Pane and Preview Pane
• 5.5 Content Pane View Modes
• 5.6 Showing or Hiding the Oracle Content Servers Hierarchy

6 Understanding the Integration Hierarchy

• 6.1 About the Integration Hierarchy
• 6.2 Top-Level Node ("Oracle Content Servers")
• 6.3 Content Server Nodes
• 6.4 Oracle Content Server Repositories
  • 6.4.1 Contribution Folders (Content Server Folders)
  • 6.4.2 My Checked-Out Content
  • 6.4.3 My Saved Queries
  • 6.4.4 My Workflow Assignments
  • 6.4.5 Projects
  • 6.4.6 Trash
  • 6.4.7 Search Results
• 6.5 Oracle Content Database Repositories
• 6.6 WebDAV Server Repositories
• 6.7 Context Menus
  • 6.7.1 General
  • 6.7.2 Servers
  • 6.7.3 Folders
  • 6.7.4 Files
• 6.8 Showing or Hiding the Preview Pane
• 6.9 Showing or Hiding the Folders Pane
• 6.10 Setting the Column Display

7 Working With Content Server Connections

• 7.1 About Content Server Connections
• 7.2 Content Server Types
• 7.3 Content Server Capabilities
• 7.4 Content Server URLs
• 7.5 Online vs. Offline Servers
• 7.6 Server Context Menus
• 7.7 Adding a Content Server Connection
• 7.8 Viewing or Editing Content Server Connection Properties
• 7.9 Removing a Content Server Connection
• 7.10 Connecting to a Content Server
• 7.11 Logging Off a Content Server
• 7.12 Working With a Content Server Offline
• 7.13 Searching a Content Server
• 7.14 Setting Metadata To Be Remembered for Form-Based Check-ins
• 7.15 Setting the Authentication Method
• 7.16 Identifying the URLs for Oracle Content Server

8 Working With Content Folders and Files

• 8.1 About Content Folders
  • 8.1.1 Content Folder Metadata Inheritance
  • 8.1.2 Content Folder Context Menus
• 8.2 About Content Files
  • 8.2.1 Content File Versioning
  • 8.2.2 Content File Metadata
  • 8.2.3 Local Caching of Content Files
  • 8.2.4 Content Management Actions on Files
  • 8.2.5 Content File Status
  • 8.2.6 Content File Context Menus
• 8.3 Online and Offline Mode
• 8.4 Creating Content Folders
• 8.5 Creating New Content Files
• 8.6 Modifying Existing Content Files
• 8.7 Viewing Content Files
  • 8.7.1 Viewing Files in Windows Explorer or E-mail Applications
  • 8.7.2 Viewing Files in Microsoft Office Applications
• 8.8 Opening Content Files
  • 8.8.1 Opening Files in Windows Explorer or E-mail Applications
  • 8.8.2 Opening Files in Microsoft Office Applications
• 8.9 Checking Out Content Files
  • 8.9.1 Checking Out Files in Windows Explorer or E-mail Applications
  • 8.9.2 Checking Out Files in Microsoft Office Applications
  • 8.9.3 Undoing a File Check-Out
  • 8.9.4 Viewing All Your Checked-Out Files
• 8.10 Checking In Content Files
  • 8.10.1 Checking In Files in Windows Explorer
  • 8.10.2 Saving and Checking In Files in Microsoft Office Applications
• 8.11 Viewing and Modifying Content Folder and File Properties
  • 8.11.1 Viewing and Modifying Properties of Folders or Files
  • 8.11.2 Viewing and Modifying Content Information of Folders or Files
  • 8.11.3 Viewing and Modifying Advanced Properties of Folders or Files
  • 8.11.4 Viewing and Modifying Sharing Properties of Folders or Files
• 8.12 Renaming Content Folders and Files
• 8.13 Copying Content Folders and Files
• 8.14 Moving Content Folders and Files
• 8.15 Deleting Content Folders and Files
• 8.16 Propagating Folder Metadata
• 8.17 Browsing to Content Files
• 8.18 Searching for Content Files
• 8.19 Working With Shortcuts to Content Folders and Files
  • 8.19.1 About Content Folder and File Shortcuts
  • 8.19.2 Creating Content Folder and File Shortcuts
  • 8.19.3 Renaming Content Folder and File Shortcuts
  • 8.19.4 Copying Content Folder and File Shortcuts
  • 8.19.5 Deleting Content Folder and File Shortcuts
• 8.20 Copying Content File Links
• 8.21 Enabling Metadata Prompting for Content Folders
• 8.22 Working With Content Files in Workflows
  • 8.22.1 Viewing All Your Workflow Assignments
  • 8.22.2 Approving or Rejecting Files in Workflows
• 8.23 Working With Offline Content Folders and Files
  • 8.23.1 About Offline Folders and Files
  • 8.23.2 Making Folders and Files Available Offline
  • 8.23.3 Viewing Offline Files
  • 8.23.4 Refreshing Offline Content
  • 8.23.5 Removing Offline Content
  • 8.23.6 Working Offline

9 Working With E-mail

• 9.1 About E-mail Integration
• 9.2 E-mail Specific Metadata on Oracle Content Server
• 9.3 Default E-mail Metadata and File Names
• 9.4 Setting the E-mail Attachment Option
• 9.5 Checking In E-mail
  • 9.5.1 Checking In E-mail Messages Using the Check In Mail Item Feature
  • 9.5.2 Checking In E-mail Messages By Dragging and Dropping
  • 9.5.3 Checking In E-mail Messages With Attachments
• 9.6 Inserting Links to Content Files on a Server Into E-mail
• 9.7 Attaching Content Files on a Server to E-Mail
• 9.8 Opening Checked-In E-mail Messages
• 9.9 Working With Distribution Lists
  • 9.9.1 Checking In a New Distribution List
  • 9.9.2 Checking In a Distribution List From the Outlook Address Book
  • 9.9.3 Editing a Distribution List
  • 9.9.4 Deleting a Distribution List

10 Inserting Managed Content Into Microsoft Office Files

• 10.1 About Inserting Managed Content Into Microsoft Office Files
  • 10.1.1 Understanding Inserted Links
  • 10.1.2 Understanding Inserted Files
  • 10.1.3 Understanding Inserted Images
• 10.2 Inserting Links
• 10.3 Inserting Files
• 10.4 Inserting Images

11 Comparing Managed Microsoft Word Documents

• 11.1 About Comparing Managed Word Documents
• 11.2 Comparing a Word Document With a Different Revision
• 11.3 Comparing a Word Document With Another Document

A User Interface

• A.1 Add Server Dialog
• A.2 Server Options Dialog
  • A.2.1 Server Options: Remember Metadata Fields
  • A.2.2 Server Options: Authentication
• A.3 Server Properties Dialog
• A.4 Edit Server List Dialog
• A.5 Edit Server Dialog
• A.6 Column Settings Dialog
• A.7 Folder Properties Dialog
• A.8 Hierarchical Folder Information Page
• A.9 Select Content Dialog
  • A.9.1 Select Content: Search
  • A.9.2 Select Content: Browse
  • A.9.3 Select Content: Offline Files
• A.10 Save Dialog (Save As New)
  • A.10.1 Save: Check-in Form
  • A.10.2 Save: Folder
• A.11 Check In Content Dialog (Check In With Metadata)
• A.12 Check In Content Dialog (E-mail)
• A.13 Check In Content Dialog (Drag and Drop)
• A.14 Check In Document Dialog
• A.15 Save Changes and Check In Document Dialog
• A.16 Content Item Properties Dialog
• A.17 Content Query Capture Dialog
• A.18 Insert Content Item Dialog
  • A.18.1 Insert Content Item: Link
  • A.18.2 Insert Content Item: File
  • A.18.3 Insert Content Item: Image
• A.19 Choose Content Item Revision Dialog
• A.20 Email Checkin Settings Dialog
• A.21 Distribution List Checkin Dialog
• A.22 Edit Distribution List Dialog
• A.23 Check In Distribution List From Address Book Dialog
• A.24 Attachment Options Dialog
• A.25 Get Attachment Dialog
  • A.25.1 Get Attachment: Link Panel
  • A.25.2 Get Attachment: File Panel
• A.26 Offline Content Manager Dialog
• A.27 View Options Dialog
• A.28 Offline Folder Properties Dialog
• A.29 Offline Content Item Properties Dialog

B Using the Offline Content Manager

• B.1 About the Offline Content Manager
• B.2 Launching the Offline Content Manager
• B.3 Filtering the List of Offline Content
• B.4 Performing Content Management Tasks on Offline Content

C Advanced Configuration

• C.1 Setting Advanced Windows Explorer Integration Options
• C.2 Configuring Form-Based Login
• C.3 Changing the Location of the Local File Cache
• C.4 Showing or Hiding Productivity Nodes in the Integration Hierarchy
• C.5 Configuring the Title and File Name of Checked-in E-mails

D Uninstalling Desktop Integration Suite

• D.1 Uninstalling Desktop Integration Suite Completely
• D.2 Uninstalling Individual Components

Index