Contents

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Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New and Changed in This Guide

• New and Changed Features for 11g Release 1 (11.1.1.8.0 MLR3)
• New and Changed Features for 11g Release 1 (11.1.1.8)
• New and Changed Features for 11g Release 1 (11.1.1.7)
• New and Changed Features for 11g Release 1 (11.1.1.6)
• New and Changed Features for 11g Release 1 (11.1.1.4)
• New and Changed Features for 11g Release 1 (11.1.1.3)

Part I Introduction to Oracle WebCenter Content: Desktop

1 Getting Started with Oracle WebCenter Content: Desktop

• 1.1 About Oracle WebCenter Content: Desktop
• 1.2 Supported Content Repositories
• 1.3 Supported Client Applications
• 1.4 Localized User Interface
• 1.5 Accessibility Features
• 1.6 Setting Up the Desktop Client Software on Your 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 About Content Server Connections
• 2.2 Content Server Types
• 2.3 Content Server Capabilities
• 2.4 Content Server URLs
• 2.5 Online vs. Offline Servers
• 2.6 Server Context Menus
• 2.7 Adding a Content Server Connection
• 2.8 Changing the Name of a Server Connection
• 2.9 Viewing Existing Content Server Connection URLs
• 2.10 Removing a Content Server Connection
• 2.11 Connecting to a Content Server
• 2.12 Logging Off From a Content Server
• 2.13 Working With a Content Server Offline
• 2.14 Setting Metadata To Be Remembered for Form-Based Check-Ins
• 2.15 Setting the Authentication Method
• 2.16 Identifying the URLs for Oracle WebCenter Content Server

3 Understanding the Integration Hierarchy

• 3.1 About the Integration Hierarchy
• 3.2 Top-Level Node ("WebCenter Content Servers")
• 3.3 Content Server Nodes
• 3.4 Oracle WebCenter Content Server Repositories
  • 3.4.1 WebCenter Content User Interface
    • 3.4.1.1 Enterprise Libraries
    • 3.4.1.2 Favorites
    • 3.4.1.3 My Checked-Out Content
    • 3.4.1.4 My Workflow Assignments
    • 3.4.1.5 New Check-In
    • 3.4.1.6 Other Folders
    • 3.4.1.7 Offline Files
    • 3.4.1.8 Search Results
  • 3.4.2 Native 11g User Interface
    • 3.4.2.1 My Content Server
    • 3.4.2.2 New Check-In
    • 3.4.2.3 Browse Content
    • 3.4.2.4 Offline Files
    • 3.4.2.5 Search Results
• 3.5 Oracle Content Database Repositories
• 3.6 WebDAV Server Repositories

4 Understanding Enterprise Libraries, Folders, and Files

• 4.1 About Enterprise Libraries
• 4.2 About Content Folders and Files
• 4.3 Content Folder Metadata Inheritance and Propagation
• 4.4 Content File Versioning
• 4.5 Content File Metadata
• 4.6 Local Caching of Content Files
• 4.7 Content Management Actions on Files
• 4.8 Content File Status
• 4.9 Content Folder Context Menus
• 4.10 Content File Context Menus
• 4.11 Enabling Metadata Prompting for Enterprise Libraries and Folders

Part II Windows Explorer Integration

5 Understanding Windows Explorer Integration

• 5.1 About Windows Explorer Integration
• 5.2 Accessing Desktop Integration in Windows Explorer
• 5.3 Desktop Integration Features in Windows Explorer on Windows 7 and Vista
• 5.4 Desktop Integration Features in Windows Explorer on Windows XP
• 5.5 WebCenter Content Servers Hierarchy in Navigation Pane
• 5.6 Content Pane
• 5.7 Preview Pane
• 5.8 Details Pane
• 5.9 Quick Search Integration
• 5.10 Adding Nodes and Folders to the Windows Favorites List
• 5.11 Buttons in Standard Buttons Toolbar
• 5.12 Content Pane View Modes
• 5.13 Showing or Hiding Panes
  • 5.13.1 Showing or Hiding the Navigation Pane
  • 5.13.2 Showing or Hiding the Preview Pane
  • 5.13.3 Showing or Hiding the Details Pane
• 5.14 Modifying the Column Settings in the Content Pane

6 Working with Managed Content Files in Windows Explorer

• 6.1 About Windows Explorer Integration
• 6.2 Creating Enterprise Libraries
• 6.3 Creating Content Folders
• 6.4 Searching for Content Files
  • 6.4.1 Searching for Files from a Server Integration Hierarchy
  • 6.4.2 Searching for Files Using the Quick Search Feature
  • 6.4.3 Searching for Files Using the Toolbar
  • 6.4.4 Searching for Files from a Web Browser
• 6.5 Working with Saved Search Queries and Query Folders
• 6.6 Browsing to Content Files
• 6.7 Creating New Content Files
• 6.8 Modifying Existing Content Files
• 6.9 Viewing Content Files
• 6.10 Opening Content Files
• 6.11 Checking Out Content Files
  • 6.11.1 Checking Out Files
  • 6.11.2 Opening Checked-Out Files
  • 6.11.3 Undoing a File Check-Out
  • 6.11.4 Viewing All Your Checked-Out Files
• 6.12 Checking In Content Files
• 6.13 Viewing and Modifying Library, Folder, and Content Information
• 6.14 Viewing and Modifying Library, Folder and File Properties
  • 6.14.1 Viewing and Modifying Properties of Libraries, Folders or Files
  • 6.14.2 Viewing and Modifying Advanced Properties of Folders or Files
  • 6.14.3 Viewing and Modifying Sharing Properties of Folders or Files
• 6.15 Renaming Content Folders and Files
• 6.16 Copying Libraries, Folders, and Files
• 6.17 Moving Libraries, Folders, and Files To and From a Server
• 6.18 Deleting Libraries, Folders, and Files
• 6.19 Propagating Library and Folder Metadata
• 6.20 Showing or Hiding Unpublished Content Files
• 6.21 Working with Shortcuts to Content Libraries, Folders, and Files
  • 6.21.1 About Content Library, Folder, and File Shortcuts
  • 6.21.2 Creating Content Library, Folder, and File Shortcuts
  • 6.21.3 Renaming Library, Folder, and File Shortcuts
  • 6.21.4 Copying Library, Folder, and File Shortcuts
  • 6.21.5 Deleting Content Folder and File Shortcuts
• 6.22 Working with Your Personal Folders
• 6.23 Copying Content File Links
• 6.24 Creating a List of Favorite Content Items

7 Working with Managed Content in Workflows

• 7.1 About Managed Content in Workflows
• 7.2 Viewing All Your Workflow Assignments
• 7.3 Approving or Rejecting Files in Workflows
• 7.4 Removing a File From Your WorkFlow Assignments

8 Working with Offline Content

• 8.1 Online and Offline Mode
• 8.2 Making Folders and Files Available Offline
• 8.3 Viewing or Opening Offline Files
• 8.4 Refreshing Offline Content
• 8.5 Removing Offline Content
• 8.6 Working with a Content Server in Offline Mode

Part III Microsoft Office Integration

9 Understanding Microsoft Office Integration

• 9.1 About Microsoft Office Integration
• 9.2 Integration into Microsoft Office XP (2002) and 2003
• 9.3 Integration into Microsoft Office 2007, 2010, and 2013
• 9.4 Close Dialog
• 9.5 Most-Recently-Used (MRU) List
• 9.6 Microsoft Office Document Properties

10 Working with Managed Documents in Microsoft Office

• 10.1 About Microsoft Office Integration
• 10.2 Opening and Viewing an Existing Managed Document
• 10.3 Reopening a Recently Opened Managed Document
• 10.4 Checking Out a Managed Document in View Mode
• 10.5 Opening a Different Revision of a Managed Document
• 10.6 Refreshing a Managed Document
• 10.7 Creating and Checking In a New Managed Document
• 10.8 Saving and Checking In an Existing Managed Document
  • 10.8.1 Checking In a Managed Document While Editing It
  • 10.8.2 Checking In a Managed Document When Closing It
• 10.9 Turning an Unmanaged Document into a Managed Document
• 10.10 Turning a Managed Document into an Unmanaged Document
• 10.11 Inserting Managed Content into Microsoft Office Documents
  • 10.11.1 About Inserting Managed Content into Microsoft Office Files
    • 10.11.1.1 Understanding Inserted Links
    • 10.11.1.2 Understanding Inserted Files
    • 10.11.1.3 Understanding Inserted Images
  • 10.11.2 Inserting Links
  • 10.11.3 Inserting Files
  • 10.11.4 Inserting Images
• 10.12 Comparing Managed Microsoft Word Documents
  • 10.12.1 About Comparing Managed Word Documents
  • 10.12.2 Comparing a Word Document with a Different Revision
  • 10.12.3 Comparing a Word Document with Another Document
• 10.13 Approving or Submitting Microsoft Office Documents in Workflows

Part IV Email Client Integration

11 Understanding Email Client Integration

• 11.1 About Email Client Integration
• 11.2 Integration into Microsoft Outlook
  • 11.2.1 WebCenter Content Servers Hierarchy in Mail Folders
  • 11.2.2 Menus, Toolbars, and Ribbons
    • 11.2.2.1 Additions to Outlook 2002, 2003, and 2007
    • 11.2.2.2 Additions to Outlook 2010 and 2013
  • 11.2.3 Content Pane and Preview Pane
• 11.3 Integration into Lotus Notes

12 Working with Managed Email

• 12.1 About Email Client Integration
• 12.2 Email Specific Metadata on Oracle WebCenter Content Server
• 12.3 Default Email Metadata and File Names
• 12.4 Setting the Email Attachment Option
• 12.5 Checking In Email
  • 12.5.1 Checking In Email Messages Using the Check In Mail Item Feature
  • 12.5.2 Checking In Email Messages By Dragging and Dropping
  • 12.5.3 Checking In Email Messages with Attachments
  • 12.5.4 Checking In Attachments Without Checking in the Email
• 12.6 Inserting Links to Content Files on a Server into Email
• 12.7 Attaching Content Files on a Server to Email
• 12.8 Creating a New Email that Includes Links to a File
• 12.9 Opening Checked-In Email Messages
• 12.10 Viewing All Your Workflow Assignments
• 12.11 Working with Distribution Lists
  • 12.11.1 Checking In a New Distribution List
  • 12.11.2 Checking In a Distribution List From the Microsoft Outlook Address Book
  • 12.11.3 Editing a Distribution List
  • 12.11.4 Deleting a Distribution List

Part V Web Browser Integration

13 Working with the Web Browser Integration

• 13.1 Web Browser Search Plug-In
• 13.2 Adding the Oracle WebCenter Content Search Provider in Your Web Browser
  • 13.2.1 Adding the Oracle WebCenter Content Search Provider in Internet Explorer
  • 13.2.2 Adding the Oracle WebCenter Content Search Engine in Firefox
  • 13.2.3 Adding the Oracle WebCenter Content Search Engine in Google Chrome
• 13.3 Setting a Keyword for the Oracle WebCenter Content Search Engine
  • 13.3.1 Setting a Search Engine Keyword in Firefox
  • 13.3.2 Setting a Search Engine Keyword in Google Chrome
• 13.4 Searching for Managed Content in Your Web Browser
  • 13.4.1 Searching for Managed Content in Internet Explorer
  • 13.4.2 Searching for Managed Content in Firefox
  • 13.4.3 Searching for Managed Content in Google Chrome
• 13.5 Removing the Oracle WebCenter Content Search Provider from Your Web Browser
  • 13.5.1 Removing the Oracle WebCenter Content Search Provider from Internet Explorer
  • 13.5.2 Removing the Oracle WebCenter Content Search Engine from Firefox
  • 13.5.3 Removing the Oracle WebCenter Content Search Engine from Google Chrome

Part VI Appendices

A Advanced Client Configuration

• A.1 Setting Windows Explorer Integration Options
• A.2 Changing the Location of the Local File Cache
• A.3 Disabling Overriding the Default Content Profile Selection
• A.4 Configuring and Disabling Pattern-based File Naming for Email Check-ins

B Uninstalling the Desktop Client Software

• B.1 Uninstalling the Desktop Client Software Completely
• B.2 Uninstalling Individual Desktop Components

Index