Creating Content Folders Creating New Content Files

8-14 Oracle Fusion Middleware Users Guide for Desktop Integration Suite For more information, see Section 8.23, Working With Offline Content Folders and Files.

8.4 Creating Content Folders

You can add content folders to the integration hierarchy in much the same way as you add folders on your local computer: 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 on which you want to create a new content folder. If prompted, log in by entering your user name and password for that server. 4. Browse to the location in the integration hierarchy where you want to add the new content folder. For Oracle Content Server instances, you can add folders only under Contribution Folders or Content Server Folders. 5. Move the mouse cursor to an unused area in the content pane that is, away from any of the items listed in it, right-click, and choose New Folder or New Project if you are adding a project folder. 6. Provide the name of the new folder and press Enter. 7. The new folder is created, and its folder information page is displayed in the preview pane. If you do not see this pane, turn it on see Section 6.8, Showing or Hiding the Preview Pane . Considerations ■ When you add a new content folder, default metadata and settings are applied to that folder as defined by the content server administrator. You can change the default metadata for the folder while adding the new folder, or any time after you add it. For more information, see Section 8.11.2, Viewing and Modifying Content Information of Folders or Files. ■ When you add files to the new folder, they inherit default metadata from the folder.

8.5 Creating New Content Files

Creating a new, managed content file basically consists of copying or saving a file to a content server. This checks the file in to the server as a new content item and makes it available to other users on the server in accordance with their assigned access privileges. There are various ways to upload a file to a server and check it in as a new content item: Windows Explorer ■ Copy and paste a file from your local computer to a folder on a content server. For more information, see Section 8.13, Copying Content Folders and Files. ■ Drag and drop a file from your local computer to a folder on a content server. For more information, see Section 8.13, Copying Content Folders and Files. ■ Move a file from your local computer to a folder on a content server. For more information, see Section 8.14, Moving Content Folders and Files. Working With Content Folders and Files 8-15 ■ Double-click an existing, unmanaged Office document on your local computer to open it in its associated Office application for example, Word for .doc or .docx files, and then check it in to a server using the Save As New option in the Oracle UCM menu or ribbon. For more information, see Section 8.8.1, Opening Files in Windows Explorer or E-mail Applications, and Section 8.10.2, Saving and Checking In Files in Microsoft Office Applications. Microsoft Office ■ Create a new document in an Office application and then check it in to a server using the Save As New option in the Oracle UCM menu or ribbon. For more information, see Section 8.10.2, Saving and Checking In Files in Microsoft Office Applications. ■ Open an existing, unmanaged document on your local computer in an Office application and then check it in to a server using the Save As New option in the Oracle UCM menu or ribbon. For more information, see Section 8.10.2, Saving and Checking In Files in Microsoft Office Applications. ■ Open an existing Office document on a server in your Office application using the Oracle UCM menu or ribbon, modify it as needed, and then check it in to a server as a new content item using the Save As New option in the Oracle UCM menu or ribbon. E-mail Application ■ Copy and paste an e-mail from your e-mail application to a folder on a content server. For more information, see Section 9.5, Checking In E-mail. ■ Drag and drop an e-mail from your e-mail application to a folder on a content server. For more information, see Section 9.5, Checking In E-mail.

8.6 Modifying Existing Content Files