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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
1.2.1
What's New in Desktop Integration Suite 11
g
R1 PS3 (11.1.1.4)
1.2.2
What's New in Desktop Integration Suite 11
g
R1 PS2 (11.1.1.3)
1.3
Supported Content Servers
1.4
Supported Client Applications
1.5
Localized User Interface
1.6
Accessibility Features
2
Setting Up Desktop Integration Suite 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 XP (2002) and 2003
4.3
Integration Into Microsoft Office 2007 and 2010
4.4
Close Dialog
4.5
Most Recently Used (MRU) List
4.6
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
Integration Items in Outlook 2002, 2003, and 2007
5.2.3
Integration Items in Outlook 2010
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
8.8.3
Reopening Recently Opened Microsoft Office Documents
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 (Metadata Prompt)
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
Customizing the Form-Based Login Regular Expression
C.4
Changing the Location of the Local File Cache
C.5
Showing or Hiding Productivity Nodes in the Integration Hierarchy
C.6
Disabling Automatic Reopening of Documents After Check-ins
C.7
Disabling Overriding the Default Content Profile Selection
C.8
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
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