Configuring Oracle Universal Content Management 5-17
5.8 Installing and Configuring Desktop Integration Suite on a Client Workstation
Desktop Integration Suite provides a set of embedded applications that help users seamlessly integrate their desktop experiences with Oracle Content Server, Oracle
Content Database, or other WebDAV-based content repositories. More specifically, these applications provide convenient access to these content repositories directly from
Microsoft Windows Explorer, Microsoft Office applications Word, Excel, and PowerPoint, and supported email clients Microsoft Outlook and Lotus Notes.
For information about how to install the Desktop Integration Suite on a client workstation, see Setting Up Desktop Integration on Client Computers in Oracle
Fusion Middleware Users Guide for Desktop Integration Suite.
5.9 Opening Files from Microsoft Office 2010 Over a Non-SSL Connection
By default, Microsoft Office 2010 will not open files over WebDAV using basic authentication over a non-SSL connection. To get around this, you can create the
following registry entry and set its value to 2:
HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Common\Internet\BasicAuthLevel For more information, see Microsoft Knowledge Base article 2123563 on the Microsoft
Support web site at
http:support.microsoft.comkb2123563
5.10 Configuring Records Management in Oracle Content Server
If you are licensed to configure Records Management in an Oracle UCM Managed Server, you can configure either standalone Records Management or the Oracle URM
Adapter in Oracle Content Server after the Oracle URM Managed Server is configured.
To configure Records Management in Oracle Content Server: 1.
From the Administration tray, select Configure Records Settings to go to the Records Management Setup Checklist, and click Configure Installation.
2.
On the Enabled Features page, select a Records Management option for which you are licensed, and then click Submit:
■
None
■
Standalone
■
Adapter Note:
If you do not want to use Records Management in Oracle Content Server, you can remove the configuration user interface by
disabling the RMFeatureConfig component. For more information, see
Section 5.2.3, Enabling or Disabling Components. Before you disable Records Management and restart Oracle Content
Server, you need to delete the Report template files that Records Management installs. You cannot delete them after Records
Management is disabled.
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3.
Restart Oracle UCM, as described in Section 10.3, Restarting a Managed Server.
Whenever the screen says to restart the server during the Records Management configuration, restart the Oracle UCM Managed Server.
4.
After you restart Oracle UCM, the Records Management Setup Checklist is displayed again.
For information about completing items on the Setup Checklist, see Section 9.1.2,
Completing the Setup Checklist for Oracle URM.
5. If you selected Adapter, click Register Source on the Enabled Features page, and
then supply values for the fields on the Register Source page:
■
Provider Name: Specify the outgoing provider used to connect to the Oracle
URM Managed Server. You can choose from the list of current outgoing providers, or you can click the Add button and create one yourself. The
provider dialog box shows an abbreviated list of provider fields.
You can also add providers from the regular Providers page. To view information about an existing provider, click Info in the Action column.
■
Source Name: Specify the name of the external source to be added to the
Oracle URM Managed Server. The source name is required and cannot contain spaces.
■
Source Table Name: Specify the prefix to use for creating database tables. If
this value is not specified, it is defaulted to the source name.
■
Source Display Name: Specify the caption to use for displaying the source
name. If this value is not specified, it is defaulted to the source name.
After you supply the field values, click Register.
Before the source is actually registered, the following tests are run:
■
Validate the provider and test the connection to the Oracle URM Managed Server
■
Validate the specified source values Compare the retention schedules of the adapter and the Oracle URM Managed
Server to determine whether any items in the adapter are not in the Oracle URM server. Before the source can be registered, you need to resolve any such
items after on the Import Retention Schedule page. This page lists all of the items that need to be resolved and gives options for resolving the differences.
The retention schedule needs to be synchronized between the adapter and server. By default, all of the items that need to be resolved will be imported
into the Oracle URM server. You will also have the option of deleting any of the items instead of importing them into the server. Before any items are
imported or deleted, backups of retention schedules are made on both the adapter and the Oracle URM server, and the backups are checked into Oracle
Content Server.
After the source is registered, the Retention Schedule and Upload Content task will run in the background.
After the source has been successfully registered, click OK on the confirmation page. You will be redirected to the configuration wizard.
Configuring Oracle Universal Content Management 5-19
6.
Configure the adapter on the following pages in the configuration wizard:
■
Configure Custom Fields The Configure Custom Fields page enables you to specify custom fields on the
external source. When you add or edit custom fields, you map them to existing document metadata fields defined in Oracle Content Server. You can
use the same name for each field as defined in Oracle Content Server, or you can rename the field to something different. When the content is uploaded to
the Oracle URM server as external content items, these fields are mapped to their external field names.
You can configure custom fields, as needed, in any of these ways: Add an external custom field.
Edit an external custom field. Configure the disposition actions.
Configure the scheduled events.
View the external source information from the Info menu, select Source Information
.
■
Configure Scheduled Times The Configure Scheduled Times page enables you to specify when the
scheduled tasks are to run. You can specify the interval at which the tasks are run in hours, days, or weeks and the time of day. This enables you to
schedule the tasks at times when there might be less activity.
7.
After Records Management is initially configured on Oracle Content Server, the menu bar includes a Records menu. You can change the Records Management
configuration through options on this menu.
For more information about configuring Records Management, see the Oracle Fusion Middleware Setup Guide for Universal Records Management.
8. From the Records menu, select Configure and then Enabled Features.
On the Enabled Features page, you can change the selection of features and dispositions. For the adapter, the features you select cannot be more than the
features selected on the Oracle URM server; otherwise, an error occurs. For more information about the Features and Disposition Actions sections of the Enabled
Features page, see
Section 9.1.1, Enabling Oracle URM Components. After you change any features or dispositions, restart Oracle UCM, as described in
Section 10.3, Restarting a Managed Server.
5.11 Configuring Oracle Application Extension Framework
