Browsing to Content Files Searching for Content Files

8-34 Oracle Fusion Middleware Users Guide for Desktop Integration Suite ■ If you have permission to delete a folder, the folder and its contents will be deleted from the content server. If, during the delete process, the system encounters content that you do not have permission to delete, the delete process will end at that item, and the remainder of the content in the folder will be retained. ■ You cannot delete the main nodes of an Oracle Content Server instance such as Contribution Folders, Content Server Folders, My Checked-Out Content, and so on.

8.16 Propagating Folder Metadata

You can copy the metadata of a contribution folder on an Oracle Content Server instance to all subfolders and files in these folders. This feature is available only if the content server administrator has enabled it on the server and if you have the required permission level. The content ID and title of items are always considered properties specific to those items and are never automatically propagated. Also, a folder can be excluded from metadata propagation from a higher-level folder by setting its Inhibit Propagation property on the Hierarchical Folder Configuration page to True see Section A.8, Hierarchical Folder Information Page . Perform these steps to propagate the metadata of a folder to all underlying folders and files: 1. Open Windows Explorer or your e-mail application, and make sure the folders pane is visible see Section 6.9, Showing or Hiding the Folders Pane .

2. Expand the Oracle Content Servers node. If you do not see this node in your

e-mail application, enable it first see Section 5.6, Showing or Hiding the Oracle Content Servers Hierarchy . 3. Click the Oracle Content Server instance which stores the folder whose metadata you want to propagate. If prompted, log in by entering your user name and password for that server. 4. Right-click the folder in the integration hierarchy whose metadata you want to propagate.

5. Choose Propagate.

The folder metadata is now copied to all underlying folders and files, unless a folder was specifically excluded from metadata propagation on its configuration page using the Inhibit Propagation property.

8.17 Browsing to Content Files

You can browse to a file on a content server and select it further use. When browsing to a file, you navigate to it by moving down a tree structure of folders on the server until you have located the file you want to work with. Note: You can also propagate metadata from a folders configuration page see Section 8.11.2, Viewing and Modifying Content Information of Folders or Files . Working With Content Folders and Files 8-35 Windows Explorer and E-mail Applications Perform these steps to browse to a content file on a server: 1. Open Windows Explorer or your e-mail application, and make sure the folders pane is visible see Section 6.9, Showing or Hiding the Folders Pane .

2. Expand the Oracle Content Servers node. If you do not see this node in your

e-mail application, enable it first see Section 5.6, Showing or Hiding the Oracle Content Servers Hierarchy . 3. Click the server whose folders tree you want to browse. If prompted, log in by entering your user name and password for that server. 4. Move down the folders tree and select the file you want to work with. Microsoft Office Applications Perform these steps to browse to a content file on a server: 1. Start Microsoft Word, PowerPoint, or Excel depending on what type of file you want to open. 2. Open the Oracle UCM menu or ribbon, and then choose Open.... The Select Content dialog is displayed see Section A.9, Select Content Dialog .

3. Open the Browse panel see

Section A.9.2, Select Content: Browse . 4. Click the server whose folders tree you want to browse. If prompted, log in by entering your user name and password for that server. 5. Move down the folders tree and select the file you want to open in the Office application.

8.18 Searching for Content Files

You can search for a file on an Oracle Content Server instance and select it for further use. You search for files using a standard content server search form where you specify the search criteria that files should meet. You can then select a file in the search results list. You can perform searches based on metadata that is, information about files or full text that is, text contained in the actual files, or a combination of both. For more details on searching for files on the content server, see the Oracle Content Server documentation. Windows Explorer and E-mail Applications Perform these steps to search for content files on a server: 1. Open Windows Explorer or your e-mail application, and make sure the folders pane is visible see Section 6.9, Showing or Hiding the Folders Pane . Note: You can right-click a selected file to see a menu that provides a number of relevant options for that file in that particular context. Note: This is not available on Oracle Content Database servers or other WebDAV servers. 8-36 Oracle Fusion Middleware Users Guide for Desktop Integration Suite

2. Expand the Oracle Content Servers node. If you do not see this node in your

e-mail application, enable it first see Section 5.6, Showing or Hiding the Oracle Content Servers Hierarchy . 3. Click the server whose content you want to search. If prompted, log in by entering your user name and password for that server. 4. With any item in the server hierarchy selected, right-click and choose Search... in the context menu, or click the Search icon in the toolbar Figure 8–6 . Figure 8–6 Search Icon The Content Query Capture dialog is displayed see Section A.17, Content Query Capture Dialog . This screen is basically the standard Oracle Content Server search form.

5. Enter the search criteria in the form and click Search.

The Search Results node for the content server lists all files on the server that meet the specified criteria. You can select the file in the list you want to work with. Please note the following: ■ You can right-click a selected file to see a menu that provides a number of relevant options for that file in that particular context. ■ The search results list only shows actual files content items that meet the search criteria, not shortcuts to content items, even if these meet the search criteria. ■ The items in the search results list are the actual files not a copy or pointer of some sort. If you delete a file from the search results list, you are removing the actual content item from the content server. Be careful when working with items in the search results list Microsoft Office Applications Perform these steps to search for content files on a server:

1. Start Microsoft Word, PowerPoint, or Excel depending on what type of file you

want to open. 2. Open the Oracle UCM menu or ribbon, and then choose Open.... The Select Content dialog is displayed see Section A.9, Select Content Dialog .

3. Open the Search panel see

Section A.9.1, Select Content: Search .

4. Click the server you want to search. If prompted, log in by entering your user

name and password for that server. Note: You will see only Oracle Content Server instances in the list of available servers, not any Oracle Content Database servers or other WebDAV servers. Working With Content Folders and Files 8-37 5. Specify whether you want to edit open or view the content item. For an explanation of the differences between opening and viewing content files, see Section 8.2.4, Content Management Actions on Files.

6. Enter the search criteria in the search form and click Search when you are done.

7. The search results list is displayed, showing all files on the server that meet the specified criteria. Click the Select button next to the file you want to open in the Office application.

8.19 Working With Shortcuts to Content Folders and Files