Modifying Existing Content 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

If you want to modify an existing content file that is, a file that is already managed on a content server, you must first check it out of the server. A copy of the content file is then downloaded from the content server and placed in the offline cache on your computer see Section 8.2.3, Local Caching of Content Files . The file is locked on the content server, and no other user can check out the file until you either check it back in or cancel its checked-out status undo the check-out. For more information, see Section 8.9, Checking Out Content Files. After you have checked out a file, you can modify it as needed, and check it back in to the server when you are done. Note: A file is checked in to a folder on a server as a new content item only if that folder does not yet contain a file of the same name. Otherwise, the file is checked in as a new revision of the existing file even though they may be completely different files. For more information, see Section 8.2.1, Content File Versioning. Note: E-mails are always copied intact; the attachment handling options have no effect except when using the Check In Mail Item toolbar button or menu item. 8-16 Oracle Fusion Middleware Users Guide for Desktop Integration Suite There are various ways to modify an existing content file and check it back in to a server: Windows Explorer ■ Browse to, or search for, an existing file on a content server, check it out using the context menu, modify it as needed, and then check it back in to the server as a new revision again, using the context menu. For more information, see Section 8.9.1, Checking Out Files in Windows Explorer or E-mail Applications and Section 8.10.1, Checking In Files in Windows Explorer. Microsoft Office ■ 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 revision using the Check In or Check In With Metadata option in the Oracle UCM menu or ribbon. You are also given the opportunity to check in the file as a new revision when you close the document or exit the Office application. For more information, see Section 8.9.2, Checking Out Files in Microsoft Office Applications and Section 8.10.2, Saving and Checking In Files in Microsoft Office Applications. E-mail Application ■ Checked-in e-mail messages are not intended to be checked out, modified, and checked back in. E-mail messages are checked in to a content server for the express purpose of preserving them exactly as they were received. You can open a checked-in e-mail message from a server to view it in its associated e-mail application and even make changes if you want, but you cannot check it back in to the server. You can, however, send the message to other people or save a copy on your local computer. For more information, see Section 9.8, Opening Checked-In E-mail Messages.

8.7 Viewing Content Files