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<ul><li><p>Oracle Fusion MiddlewareOnline Help for Oracle WebCenter Content: Desktop</p><p>12c (12.2.1.3.0)</p><p>E67050-01</p><p>June 2017</p><p>Describes the user interface of Oracle WebCenter Content:Desktop. This document is the source of the online help for theproduct.</p></li><li><p>Oracle Fusion Middleware Online Help for Oracle WebCenter Content: Desktop, 12c (12.2.1.3.0)</p><p>E67050-01</p><p>Copyright 2002, 2017, Oracle and/or its affiliates. All rights reserved.</p><p>Primary Author: Divya Ramabhadran</p><p>Contributors: Alec Han, Martin Wykes</p><p>This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.</p><p>The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.</p><p>If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:</p><p>U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.No other rights are granted to the U.S. Government.</p><p>This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.</p><p>Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.</p><p>Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.</p><p>This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unlessotherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliateswill not be responsible for any loss, costs, or damages incurred due to your access to or use of third-partycontent, products, or services, except as set forth in an applicable agreement between you and Oracle.</p></li><li><p>Contents</p><p>Preface ................................................................................................................................................................. v</p><p>Audience ........................................................................................................................................................ v</p><p>Documentation Accessibility ...................................................................................................................... v</p><p>Related Documents....................................................................................................................................... v</p><p>Conventions................................................................................................................................................... v</p><p>1 Desktop Interface</p><p>Add Server Dialog .................................................................................................................................... 1-2</p><p>Server Options Dialog - Remember Metadata Fields Tab .................................................................. 1-5</p><p>Server Options Dialog - Authentication Tab ........................................................................................ 1-6</p><p>Server Properties Dialog .......................................................................................................................... 1-6</p><p>Edit Server List Dialog ............................................................................................................................. 1-7</p><p>Edit Server Dialog..................................................................................................................................... 1-8</p><p>Column Settings Dialog ........................................................................................................................... 1-9</p><p>Folder Properties Dialog........................................................................................................................ 1-10</p><p>Folder or Library Information Page ..................................................................................................... 1-11</p><p>Update Metadata Dialog........................................................................................................................ 1-12</p><p>Content Information Page ..................................................................................................................... 1-13</p><p>Select Content Dialog - Search Panel ................................................................................................... 1-14</p><p>Select Content Dialog - Browse Panel.................................................................................................. 1-16</p><p>Select Content Dialog - Offline Files Panel ......................................................................................... 1-18</p><p>Save Dialog (Save As New) - Check-in Form Panel .......................................................................... 1-19</p><p>Save Dialog (Save As New) - Folder Panel ......................................................................................... 1-21</p><p>Check In Content Dialog (Check In With Metadata)......................................................................... 1-23</p><p>Check In Content Dialog........................................................................................................................ 1-24</p><p>Closing Document Dialog (No Unsaved Changes) ........................................................................... 1-27</p><p>Closing Document Dialog (Unsaved Changes).................................................................................. 1-29</p><p>Content Item Properties Dialog ............................................................................................................ 1-33</p><p>Specify Search Parameters Dialog........................................................................................................ 1-33</p><p>Insert Content Item Dialog - Link Panel.............................................................................................. 1-34</p><p>Insert Content Item Dialog - File Panel ............................................................................................... 1-35</p><p>Insert Content Item Dialog - Image Panel........................................................................................... 1-37</p><p>iii</p></li><li><p>Select Revision Dialog............................................................................................................................ 1-39</p><p>Trash Revision Dialog ............................................................................................................................ 1-40</p><p>Check-in Comment Dialog.................................................................................................................... 1-41</p><p>Recent Check-in Comments Dialog ..................................................................................................... 1-41</p><p>Workflow: Sign and Approve Dialog .................................................................................................. 1-42</p><p>Choose Folder Dialog............................................................................................................................. 1-43</p><p>Check In Email Messages Dialog ......................................................................................................... 1-43</p><p>Email Checkin Settings Dialog.............................................................................................................. 1-45</p><p>Distribution List Checkin Dialog.......................................................................................................... 1-45</p><p>Edit Distribution List Dialog................................................................................................................. 1-46</p><p>Check In Distribution List From Address Book Dialog .................................................................... 1-47</p><p>Attachment Options Dialog .................................................................................................................. 1-48</p><p>Get Attachment Dialog - Link Panel .................................................................................................... 1-49</p><p>Get Attachment Dialog - File Panel...................................................................................................... 1-50</p><p>Check In Attachments Dialog ............................................................................................................... 1-51</p><p>iv</p></li><li><p>Preface</p><p>Oracle WebCenter Content: Desktop provides convenient access to the files on anumber of content repositories (including Oracle WebCenter Content Server andOracle Content Database) from a number of familiar desktop applications, such asWindows Explorer, Microsoft Office applications (Word, Excel, and PowerPoint),email clients (Microsoft Outlook and Lotus Notes), and web browsers (InternetExplorer, Mozilla Firefox, and Google Chrome).</p><p>AudienceThis document is intended for end users who are using the Oracle WebCenterContent: Desktop 12c client software on their computers.</p><p>Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=docacc.</p><p>Access to Oracle Support</p><p>Oracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=trs if you are hearing impaired.</p><p>Related DocumentsFor more information on using Oracle WebCenter Content, see Using Oracle WebCenterContent.</p><p>ConventionsThe following text conventions are used in this document:</p><p>Convention Meaning</p><p>boldface Boldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.</p><p>italic Italic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.</p><p>v</p><p>http://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=docacchttp://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=docacchttp://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=infohttp://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=infohttp://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=trshttp://www.oracle.com/pls/topic/lookup?ctx=acc&amp;id=trs</p></li><li><p>Convention Meaning</p><p>monospace Monospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.</p><p>vi</p></li><li><p>1Desktop Interface</p><p>The following topics are available for the Oracle WebCenter Content: Desktop userinterface.</p><p>Server Dialogs</p><p> Add Server Dialog</p><p> Server Options Dialog - Remember Metadata Fields Tab</p><p> Server Options Dialog - Authentication Tab</p><p> Server Properties Dialog</p><p> Edit Server List Dialog</p><p> Edit Server Dialog</p><p>Content Management Dialogs</p><p> Column Settings Dialog</p><p> Folder Properties Dialog</p><p> Folder or Library Information Page</p><p> Update Metadata Dialog</p><p> Content Information Page</p><p> Select Content Dialog - Search Panel</p><p> Select Content Dialog - Browse Panel</p><p> Select Content Dialog - Offline Files Panel</p><p> Save Dialog (Save As New) - Check-in Form Panel</p><p> Save Dialog (Save As New) - Folder Panel</p><p> Check In Content Dialog (Check In With Metadata)</p><p> Check In Content Dialog</p><p> Closing Document Dialog (No Unsaved Changes)</p><p> Closing Document Dialog (Unsaved Changes)</p><p> Content Item Properties Dialog</p><p> Specify Search Parameters Dialog</p><p>Desktop Interface 1-1</p></li><li><p> Insert Content Item Dialog - Link Panel</p><p> Insert Content Item Dialog - File Panel</p><p> Insert Content Item Dialog - Image Panel</p><p> Select Revision Dialog</p><p> Trash Revision Dialog</p><p> Check-in Comment Dialog</p><p> Recent Check-in Comments Dialog</p><p> Workflow: Sign and Approve Dialog</p><p> Choose Folder Dialog</p><p>Email Dialogs</p><p> Check In Email Messages Dialog</p><p> Email Checkin Settings Dialog</p><p> Distribution List Checkin Dialog</p><p> Edit Distribution List Dialog</p><p> Check In Distribution List From Address Book Dialog</p><p> Attachment Options Dialog</p><p> Get Attachment Dialog - Link Panel</p><p> Get Attachment Dialog - File Panel</p><p> Check In Attachments Dialog</p><p>Add Server DialogThe Add Server dialog is used to create a new connection to a content server, whichenables you to access that server's content and functionality directly from supportedapplications on your computer.</p><p>Note: </p><p>Your organization may require that the server connections be set up for you. Ifyou are not sure, contact your system administrator.</p><p>Element Description</p><p>Server Name This is the name of the content server connection, and is the name thatwill be displayed in the list of available servers. The name you enterhere will be used to pre-fill the server URL boxes on this dialog. If youenter a name for the connection that is not the same as the name of theserver, you must change the entries in the server URL boxesaccordingly.</p><p>Add Server Dialog</p><p>1-2 Oracle Fusion Middleware Online Help for Oracle WebCenter Content: Desktop</p></li><li><p>Element Description</p><p>Server Type Select the type of content server:</p><p> WebCenter Content Server: This is an instance of OracleWebCenter Content Server. These servers offer the broadestcontent management integration: opening files directly from theserver (check-out), saving file...</p></li></ul>