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Integration Into Microsoft Office Applications 4-1
4
Integration Into Microsoft Office Applications
This section covers these topics:
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Section 4.1, About Microsoft Office Integration
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Section 4.2, Integration Into Microsoft Office XP 2002 and 2003
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Section 4.3, Integration Into Microsoft Office 2007 and 2010
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Section 4.4, Close Dialog
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Section 4.5, Most Recently Used MRU List
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Section 4.6, Microsoft Office Document Properties
4.1 About Microsoft Office Integration
After installing the Desktop Integration Suite software on your computer, you can interact with content servers and the files on them directly from a number of Microsoft
Office applications. You can perform a number of content management tasks, including opening files from a content server check out, saving file to a server
check in, searching for files on a server, comparing document revisions on a server, and inserting files on a server or links to these files into the current document.
The following Microsoft Office applications are supported:
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Microsoft Word 2002 XP through 2010
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Microsoft PowerPoint 2002 XP through 2010
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Microsoft Excel 2002 XP through 2010
4.2 Integration Into Microsoft Office XP 2002 and 2003
The Desktop Integration Suite client software adds a menu called Oracle UCM Oracle Universal Content Management to the main Microsoft Office XP 2002 and 2003
application menu bars.
Note: Not all these features may be available in all Office
applications and for all content servers depending on their server type and version.
4-2 Oracle Fusion Middleware Users Guide for Desktop Integration Suite
Figure 4–1 Oracle UCM Menu in Microsoft Word 2003
The Oracle UCM menu contains the following menu items:
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Open...: This option opens a dialog where you can locate a file on a content server
and open it in the current Office application. The file is checked out of the content server. For more information, see
Section A.9, Select Content Dialog.
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Check Out: This option checks the currently open read-only Office document out
of the content server, so you can make changes and check it back in to the server as a new revision when you are done.
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Check In: This option checks the current Office document back in to the content
server as a new revision using its existing metadata. This option is available only if the current document is already managed by a content server.
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Check In With Metadata...: This option opens a dialog where you can modify the
metadata of the current Office document before checking it in to the content server as a new revision. This option is available only if the current document is already
managed by a content server. For more information, see Section A.11, Check In
Content Dialog Check In With Metadata.
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Save As New...: This option opens a dialog where you can check the current Office
document in to a content server as a new content item. For more information, see Section A.10, Save Dialog Save As New.
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Compare With: This option is available only in Microsoft Word. It enables you to
compare the current Word document with another document: –
Earlier Revision: This option enables you to compare the current Word
document with an earlier revision of the same document on the content server. If you choose this option, a dialog is opened where you can select the
document revision that you want to compare the current Word document with. This option is available only if the current Word document is a managed
content item. For more information, see
Section A.19, Choose Content Item Revision Dialog.
– Content Item:
This option enables you to compare the current Word document with a different document on the content server. If you choose this option, a
dialog is opened where you can locate a file on the content server to compare to the document currently open in Microsoft Word. For more information, see
Section A.9, Select Content Dialog. For more information on the document comparison feature, see
Chapter 11, Comparing Managed Microsoft Word Documents.
Integration Into Microsoft Office Applications 4-3
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Insert...: This option opens a dialog where you can select a file on a content server
for insertion into the current Microsoft Word, Excel, or PowerPoint document at the current cursor position. You can insert a hyperlink to a file on the server, the
contents of a file, or an image. For more information, see Section A.18, Insert
Content Item Dialog, and
Chapter 10, Inserting Managed Content Into Microsoft Office Files.
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Edit Server List...: This option opens a dialog where you can add, view, and delete
server connections. For more information, see Section A.4, Edit Server List
Dialog.
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Help Contents: This option launches the online help for Desktop Integration Suite
in your standard web browser.
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About UCM Desktop Integration Suite...: This option opens a dialog that
provides version information about the Desktop Integration Suite client software.
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Most recently used MRU list: This lists a number of content items on Oracle
Content Server that were most recently opened in the Microsoft Office application. You can conveniently reopen a document by selecting it in the list. For more
information, see Section 4.5, Most Recently Used MRU List.
4.3 Integration Into Microsoft Office 2007 and 2010
