Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Installing Oracle IRM Desktop on Client Computers

• 1.1 System Requirements
• 1.2 Installing Oracle IRM Desktop
• 1.3 Upgrading Oracle IRM Desktop
• 1.4 Uninstalling Oracle IRM Desktop
• 1.5 Silent and Unattended Installations
  • 1.5.1 About Silent and Unattended Installations
  • 1.5.2 Oracle IRM Desktop Settings
  • 1.5.3 Desktop Sealing Settings
  • 1.5.4 Synchronization Manager Settings
  • 1.5.5 Search Settings
  • 1.5.6 Email Settings
  • 1.5.7 Authentication Settings
  • 1.5.8 Legacy Setting
  • 1.5.9 Local Data Clean-Up Setting
  • 1.5.10 Oracle IRM Background Process Startup Setting
  • 1.5.11 Extracting the MSI File from the Self-Extracting Executable
• 1.6 Registry Key Policy Setting
• 1.7 Integrating Lotus Notes with Oracle IRM Desktop
  • 1.7.1 Introduction to Lotus Notes Integration
  • 1.7.2 Defining the Seal and Send Action
  • 1.7.3 Propagating the Mail Template Change to All Mail Databases
  • 1.7.4 Checking that the Lotus Notes Integration Works
• 1.8 Installing Oracle IRM Desktop in a Citrix Environment

2 About Oracle IRM and Sealed Content

• 2.1 About Oracle IRM
• 2.2 About Sealed Documents
• 2.3 About Rights
• 2.4 About Contexts
• 2.5 About Connecting to Oracle IRM Server
• 2.6 About Synchronizing with Oracle IRM Server
• 2.7 About Sealed Document Item Codes
• 2.8 About Sealed Email
• 2.9 About Microsoft Office Templates
• 2.10 About Sealed Multimedia Files
• 2.11 About Oracle IRM Fields and Watermarks in Sealed Documents

3 Getting Started with Oracle IRM Desktop

• 3.1 Opening Sealed Documents
• 3.2 Sealing an Existing Document
• 3.3 Creating a New Blank Sealed Microsoft Office Document
• 3.4 Enabling Microsoft Office Integration

4 Working with Sealed Documents

• 4.1 Opening Sealed Documents
  • 4.1.1 About Opening Sealed Documents
  • 4.1.2 Opening a Sealed Document in a File Browser
  • 4.1.3 Opening a Sealed Document in a Microsoft Office Application
• 4.2 Editing Sealed Documents
  • 4.2.1 About Editing Sealed Documents
  • 4.2.2 About Using the Clipboard while Editing Sealed Documents
• 4.3 Creating New Sealed Documents
  • 4.3.1 About Creating New Sealed Documents
  • 4.3.2 Using Windows Explorer to Create a New Microsoft Office Document that is Sealed from the Outset
  • 4.3.3 Using Microsoft Office to Create a New Document that is Sealed from the Outset
  • 4.3.4 Creating a Sealed Version of an Existing Unsealed Document
• 4.4 Saving Changes to Sealed Documents
  • 4.4.1 About Saving Changes to Sealed Documents
  • 4.4.2 Saving Changes to A Sealed Document
• 4.5 Changing the Contexts That Documents are Sealed to
  • 4.5.1 About Changing Contexts
  • 4.5.2 Changing the Context That a Document is Sealed To
• 4.6 Unsealing Sealed Documents
  • 4.6.1 About Unsealing Sealed Documents
  • 4.6.2 Unsealing a Sealed Document
• 4.7 Searching Sealed Documents
  • 4.7.1 About Searching Sealed Documents
  • 4.7.2 Enabling Sealed Documents to Be Searched
  • 4.7.3 Configuring for the Microsoft Indexing Service
  • 4.7.4 Configuring Search Logging
• 4.8 Printing Sealed Documents
  • 4.8.1 About Printing Sealed Documents
  • 4.8.2 Printing a Sealed Document
• 4.9 Screen Capturing Sealed Documents
  • 4.9.1 About Screen Capturing Sealed Documents
  • 4.9.2 Sharing a Sealed Presentation During a Web Conference
  • 4.9.3 Capturing the Image of a Sealed Document
• 4.10 Using Sealed Microsoft Excel Spreadsheets
  • 4.10.1 About Sealed Microsoft Excel Spreadsheets
  • 4.10.2 Linking Sealed Microsoft Excel Spreadsheets
  • 4.10.3 Updating Links Between Previously Unsealed Spreadsheets
• 4.11 Using Sealed Microsoft Office Templates
  • 4.11.1 About Using Sealed Microsoft Office Templates
  • 4.11.2 Creating a Sealed Microsoft Office Template from Within Microsoft Office
  • 4.11.3 Creating a Sealed Microsoft Office Template Using Windows Explorer
  • 4.11.4 Editing Sealed Microsoft Office Templates

5 Using Sealed Email

• 5.1 Creating and Sending Sealed Email
  • 5.1.1 About Creating and Sending Sealed Email
  • 5.1.2 Creating and Sending Sealed Email using an Integrated Email Application
  • 5.1.3 Creating and Sending Sealed Email using an Existing Document Attachment
  • 5.1.4 Creating and Sending Sealed Email using Sealed Email Document Format
• 5.2 Opening Sealed Email Messages and Sealed Attachments
• 5.3 Creating Sealed Email Replies
  • 5.3.1 Creating a Sealed Reply to an Unsealed Message
  • 5.3.2 Replying to a Sealed Email
• 5.4 Forwarding Sealed Email
  • 5.4.1 Forwarding Sealed Email Without Amendment
  • 5.4.2 Forwarding Sealed Email With Amendments
  • 5.4.3 Sealing and Forwarding an Email that was Received Unsealed

6 Working With Oracle IRM Fields and Watermarks

• 6.1 About Oracle IRM Fields and Watermarks
• 6.2 Adding Oracle IRM Fields in Microsoft Word
  • 6.2.1 Adding an Oracle IRM Field to a Microsoft Word Document
  • 6.2.2 Registering Oracle IRM Fields as Microsoft Word Document Properties
  • 6.2.3 Using Oracle IRM Fields That Have Been Registered As Microsoft Word Document Properties
• 6.3 Adding Oracle IRM Fields in Microsoft Excel

7 Managing Oracle IRM Rights

• 7.1 About Obtaining and Managing Your Rights
• 7.2 Managing Rights on a Shared Computer
• 7.3 Connecting to Oracle IRM Server Manually
• 7.4 Synchronizing Your Rights Manually
• 7.5 Checking In Your Rights Manually
• 7.6 Clearing Your Password

8 Using Oracle IRM Desktop with Microsoft SharePoint

• 8.1 Using Sealed Documents With Microsoft SharePoint
• 8.2 Modifying a Microsoft SharePoint Server for Use with Oracle IRM
• 8.3 Enabling Search With Microsoft SharePoint 2007 and 2010

9 Oracle IRM Desktop Reference

• 9.1 List of Oracle IRM Fields
• 9.2 Frequently Asked Questions
• 9.3 Troubleshooting
  • 9.3.1 Proxy Issues
  • 9.3.2 Sealed Documents Block Screen Captures
• 9.4 Formats
• 9.5 Registry Key Information

A User Interface

• A.1 Oracle IRM Desktop Options Dialog
  • A.1.1 General Tab
  • A.1.2 Desktop Sealing Tab
  • A.1.3 Servers Tab
  • A.1.4 Update Rights Tab
  • A.1.5 Search Tab
  • A.1.6 Email Tab
  • A.1.7 About Tab
  • A.1.8 Add Server Dialog
  • A.1.9 Search Log Configuration Dialog
  • A.1.10 Synchronization Log Configuration Dialog
  • A.1.11 Indexing Service Configuration Dialog
• A.2 Sealed Email Options Dialog
  • A.2.1 Signature Tab
  • A.2.2 Email Template Tab
  • A.2.3 Email Body Tab
  • A.2.4 Sealed Reply Settings Tab
  • A.2.5 Sealed Email Format Tab
• A.3 Oracle IRM Desktop Control Panel Dialog
  • A.3.1 Properties Tab
  • A.3.2 Rights Tab
  • A.3.3 Account Tab
• A.4 General Features
  • A.4.1 Oracle IRM Privacy Policy Dialog
  • A.4.2 Select Context Dialog
  • A.4.3 Change Item Code Dialog
  • A.4.4 Status Page Dialog
  • A.4.5 File Report Dialog
  • A.4.6 Sealed File Properties (Oracle IRM) Tab
  • A.4.7 Oracle IRM Server Connection Test Dialog
  • A.4.8 Oracle IRM Desktop Support Information Dialog
  • A.4.9 Change Password Dialog (10g only)
  • A.4.10 Protected View Message Dialog
• A.5 Oracle IRM Desktop Toolbars
  • A.5.1 Oracle IRM Desktop Toolbar in Internet Explorer
  • A.5.2 Oracle IRM Desktop Toolbar in Microsoft Office
  • A.5.3 Oracle IRM Desktop Toolbar in Microsoft Office 2007 and Microsoft Office 2010

Index