Setting Metadata To Be Remembered for Form-Based Check-ins

7-12 Oracle Fusion Middleware Users Guide for Desktop Integration Suite You can view one set of search results at a time, for each server you are connected to through the integration hierarchy. The results of the last search you entered while you were in the Windows Explorer or e-mail application session are shown. When you close the session by closing the window, the search results list is cleared. Perform these steps to search a content server: 1. With any item in a server hierarchy selected, right-click and choose Search... in the context menu, or click the Search icon in the toolbar Figure 7–3 . Figure 7–3 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.

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

The results are displayed in a node called Search Results under the associated content server in the integration hierarchy.

7.14 Setting Metadata To Be Remembered for Form-Based Check-ins

For each server connection, you can set the metadata that will be remembered each time you check in a content item using a content check-in form. As a result, at each check-in, the metadata values you used at the last check-in will pre-populate the metadata fields configured to be remembered assuming these values are available. If you enter new values in the metadata fields, the new ones will be used for the file and also remembered for the next form-based check-in. You can set the metadata fields to be remembered for a server when you initially create a connection to that server see Section 7.7, Adding a Content Server Connection , or you can modify this setting later:

1. In Microsoft Word, PowerPoint, and Excel, open the Oracle UCM menu or

ribbon, and choose Edit Server List.... In Microsoft Outlook, open the Oracle UCM menu, then choose Email Integration Settings... , and then Edit Server List. In Lotus Notes, open the Actions menu, then choose Email Integration Settings..., and then Edit Server List. Caution: 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 Working With Content Server Connections 7-13 The Edit Server List dialog is displayed see Section A.4, Edit Server List Dialog . 2. Select the server for which you want to set the metadata to be remembered, and click View.... The Edit Server dialog is displayed see Section A.5, Edit Server Dialog . 3. Click Options.... The Server Options dialog is displayed see Section A.2, Server Options Dialog . 4. Open the Remember Metadata Fields tab see Section A.2.1, Server Options: Remember Metadata Fields , and move the metadata fields whose values should be remembered between check-ins from the left column Available Metadata Fields to the right column Selected Metadata Fields. 5. Close all dialogs. This setting takes effect immediately. 7.15 Setting the Authentication Method For each server connection, you can set the authentication method that is used when you log on to the server. The authentication method is set up by the content server administrator and there is generally no need to change the default on your client computer unless specifically asked to do so. You can set the authentication method for a server when you initially create a connection to that server see Section 7.7, Adding a Content Server Connection , or you can modify it later:

1. In Microsoft Word, PowerPoint, and Excel, open the Oracle UCM menu or

ribbon, and choose Edit Server List.... In Microsoft Outlook, open the Oracle UCM menu, then choose Email Integration Settings... , and then choose Edit Server List. In Lotus Notes, open the Actions menu, then choose Email Integration Settings..., and then choose Edit Server List. The Edit Server List dialog is displayed see Section A.4, Edit Server List Dialog . 2. Select the server for which you want to set the authentication method, and click View... . The Edit Server dialog is displayed see Section A.5, Edit Server Dialog . 3. Click Options.... The Server Options dialog is displayed see Section A.2, Server Options Dialog . Note: You cannot modify this setting in Windows Explorer once you have created a server connection. If you want to modify the metadata to be remembered for a server, you must change the setting in Microsoft Office or your e-mail application. Note: You cannot modify this setting in Windows Explorer once you have created a server connection. Should you need to change the authentication method of a server, you must change the setting in Microsoft Office or your e-mail application. 7-14 Oracle Fusion Middleware Users Guide for Desktop Integration Suite

4. Open the Authentication tab see

Section A.2.2, Server Options: Authentication , and select the authentication method to be used. Contact your content server administrator if you are not sure which authentication method to use.

5. Click OK to close the Server Options dialog, and OK to close the Edit Server

dialog. This setting takes effect immediately.

7.16 Identifying the URLs for Oracle Content Server