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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New and Changed in This Guide
New and Changed Features for 12c (12.2.1.2.0)
New and Changed Features for 12c (12.2.1.1)
New and Changed Features for 12c (12.2.1)
1
Getting Started with Oracle WebCenter Content: Desktop
1.1
What is Oracle WebCenter Content: Desktop?
1.2
What are the content repositories the Desktop client software supports?
1.3
Which are the client applications the Desktop client software supports?
1.4
What are the localized user interfaces that Desktop offers?
1.5
What are the accessibility features that Desktop supports?
1.6
How do I set up the Desktop client software on a computer?
1.6.1
Installation Considerations
1.6.2
Installation Process
1.6.3
Uninstalling a Previous Version of the Desktop Client Software
1.6.4
Installing the Latest Version of the Desktop Client Software
1.6.5
Manually Configuring the Notes.ini File
1.6.6
Setting Up Content Server Connections
2
Working with Content Server Connections
2.1
What are content server connections?
2.2
How can I add and manage a content server connection?
2.3
How can I connect to a content server?
2.4
How do I log off from a content server?
2.5
How do I work with content server in offline mode?
3
Understanding the WebCenter Content Servers Folder Tree
3.1
What is a folder tree?
3.2
What is the Top-Level Folder ("WebCenter Content Servers")?
3.3
What are the Server Folders?
3.4
What are the Content Folders (on WebCenter Content Servers)?
4
Microsoft File Explorer Integration
4.1
How do I integrate Microsoft File Explorer with content servers?
4.2
How do I access content servers?
4.3
How can I create libraries and folders?
4.4
How can I create new files?
4.5
How do I modify existing files?
4.6
How do I rename libraries, folders, and files?
4.7
How do I search for files in the Microsoft File Explorer navigation pane?
4.8
How do I search for files using the Quick Search feature?
4.9
How do I work with saved Search Queries and Query Folders?
4.10
How do I browse to content files?
4.11
How do I work with Oracle WebCenter Content Server shortcuts ("Special Shortcuts")?
4.12
How do I work with standard Windows shortcuts?
4.13
How do I work with Personal Folders?
4.14
How can I create a list of Favorite Content Items?
4.15
How do I view files?
4.16
How do I open files?
4.17
How do I check out files?
4.18
How do I check in files?
4.19
How do I copy libraries, folders, and files?
4.20
How do I move libraries, folders, and files to and from a server?
4.21
How do I delete libraries, folders, and files?
4.22
How do I view and modify library, folder, and file information and properties?
4.23
How do I propagate library and folder metadata?
4.24
How can I copy content file links?
4.25
How do I work with workflows on content server instances?
4.25.1
How do I view all the workflow assignments?
4.25.2
Approving or Rejecting Files in Workflows
4.25.3
Removing a File From Your WorkFlow Assignments
4.26
How can I access the content server files in offline mode?
5
Microsoft Office Integration
5.1
How does Desktop client integrate Oracle WebCenter Content into Microsoft Office applications?
5.1.1
Integration into Microsoft Office
5.1.2
The WebCenter Content Ribbon
5.1.3
File Tab Options
5.1.4
The WebCenter Content Options
5.2
How do I open and view an existing document?
5.3
How can I reopen a recently opened document?
5.4
How do I check out a document that is in Read-Only (View) mode?
5.5
How do I open a different revision of a document?
5.6
How do I refresh a document?
5.7
How do I create a new document and check it in to a content server?
5.8
How do I check in a managed document while editing it?
5.9
How do I check in a managed document when closing it?
5.10
How do I turn an unmanaged document into a managed document?
5.11
How do I turn a managed Microsoft Office document into an unmanaged document?
5.12
How can I insert links, files, and images into Microsoft Office documents?
5.13
How can I compare two revisions of the same Word document?
5.14
How can I compare a Word document with another document?
5.15
How do I approve or submit Microsoft Office documents in workflows?
6
Microsoft Outlook Integration
6.1
What is Email Client integration in Microsoft Outlook?
6.2
How does Desktop integrate with Microsoft Outlook?
6.3
How do I preserve email messages and attachments on a content server?
6.4
How can I retrieve and read preserved messages and attachments?
6.5
How do I send messages that contain attachments and links to content server files?
6.6
How can I create a new message with links to the file?
6.7
How can I view all my workflow assignments?
6.8
How do I work with Distribution Lists?
6.9
What are the background and setup information needed to connect to a content server?
6.9.1
Email Specific Metadata on Oracle WebCenter Content Server
6.9.2
Default Email Metadata and File Names
6.9.3
Setting the Email Check In Option
7
Lotus Notes Integration
7.1
What is Email Client integration in Lotus Notes?
7.2
How does Desktop integrate with Lotus Notes?
7.3
How do I preserve email messages and attachments on a content server?
7.4
How can I retrieve and read preserved messages and attachments?
7.5
How can I send messages that contain attachments and links to content server files?
7.6
What is a Distribution List and how does it work?
8
Web Browser Search Integration
8.1
How does Desktop integrate with web browser search?
8.2
How does Desktop integrate with Microsoft Internet Explorer?
8.3
How does Desktop integrate with Mozilla Firefox?
8.4
How does Desktop integrate with Google Chrome?
A
Advanced Client Configuration
A.1
How do I set Windows Explorer integration options?
A.2
How do I change the location of the local file cache?
A.3
How do I disable overriding the default content profile selection?
A.4
How do I configure and disable pattern-based file naming for email check-ins?
B
Uninstalling the Desktop Client Software
B.1
How do I uninstall the Desktop client software completely?
B.2
How do I uninstall individual Desktop components?
C
Reference Information
C.1
What are Enterprise Libraries?
C.2
What are content folders and files?
C.3
How do a new content folder inherit and propagate metadata?
C.4
What is content file versioning?
C.5
What is content file metadata?
C.6
What are the content management actions performed on files on a content server?
C.7
What does the icons displayed in the WebCenter Content Servers folder tree indicate?
C.8
Which are the options available in the Content Folder context menu?
C.9
Which are the options available in the Content File context menu?
C.10
Which are the options available in the Desktop context menu?
C.11
How are content files stored in a local cache?
C.12
How do I enable metadata prompting for enterprise libraries and folders?
C.13
What are the capabilities of a content server?
C.14
How do I identify the URLs for Oracle WebCenter Content Server?
C.15
What are the URLs required for creating a content server connection?
C.16
What are the custom document properties of Microsoft Office files?
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