Working With Content Folders and Files 8-9
Notes 1.
The file is copied to a temporary location on your local computer and can be accessed in offline mode. For more information, see
Section 8.2.3, Local Caching of Content Files.
2.
Please note that opening a content folder simply shows the contents of that folder.
3.
The file is copied to your local computer as a temporary file, but cannot be accessed in offline mode.
4.
The file is opened in read-only mode. You can make changes to the file, but you will have to save it as a new file with a new file name and check it in to the server
as a new content item. In Microsoft Office applications, you may be able to check it out directly depending on the file type and state, so you can make changes and
check it back in to the server as a new revision.
5.
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.
6.
The file is opened in full edit mode. You can make changes to the file as required. When you check the file back in to the content server, it is checked in as a new
revision of the existing content item. In Microsoft Office applications, you are given the opportunity to do this when you close the document or exit the
application; other file types must be checked in using Windows Explorer.
8.2.5 Content File Status
Content items shown in the integration hierarchy are preceded by an icon which identifies their application type, as is customary in Microsoft Windows, as well as their
content management status. Table 8–2
below lists the available status icons with their description. Please note that each of these status icons is an overlay of the application
icon for the content item see Figure 8–2
for an example of a Word application icon with a checked-out status icon.
Figure 8–2 Status Icon Overlaid on Top of Microsoft Word Application Icon
Table 8–1 Content File Actions
Action Checked Out of
Content Server? Available in Offline
Cache
1
? Opened in Associated
Application? View
No No
3
Yes
4
Open
2
Yes
5
Yes Yes
6
Check Out Yes
5
Yes No
Make Available Offline No
Yes No
8-10 Oracle Fusion Middleware Users Guide for Desktop Integration Suite
Table 8–2 Status Icons for Content Items
Icon Description
This icon is used to indicate that you have currently checked out the content item. The versions of your locally cached copy and the original file on the content server
match; that is, no changes have been made to either version since the file was checked out.
It is not always possible to obtain the user login information on content servers other than Oracle Content Server instances. Files that you have checked out yourself
may then be marked as if someone else than you checked them out showing the padlock icon; see below.
Please note that all shortcuts to a checked-out file will also show this icon, since they are linked to the original file.
This icon is used to indicate that you have currently checked out the content item. However, the versions of your locally cached copy and the original file on the
content server do not match; more specifically, the modified timestamp of the file in your local cache has changed. This will typically be the case if you made changes to
your local copy and have not checked the item back in to the content server yet. The icon provides a visual reminder for this.
Please note that all shortcuts to a checked-out file will also show this icon, since they are linked to the original file.
This icon is used to indicate that someone other than you has currently checked out the content item, and the file is locked. You cannot check out the item, but you can
still view it or make it available offline on your computer. If you move the mouse cursor over the icon, you see a yellow box that includes the
user name of the person who checked out the item. This icon is used to indicate that there is a conflict between the locally cached copy
of a content item and the original file on the content server. This will typically happen if the file in the local cache is modified, but it is not checked out to you for
example, because someone cancelled the checked-out status of the file in the content server. You also see this status if you have made changes to a file in a workflow, but
have not yet approved or rejected the file.
You can remedy this situation in either of two ways:
■
If you do not mind losing all changes to your local copy, then you can right-click the item and choose the Discard Changes option in the context
menu. The locally cached copy is then moved in the recycle bin, effectively deleting it unless the cache directory is located on a network share; in that case
it is deleted directly.
■
If you want to keep all changes to your local copy, then you can right-click the item and choose the Move to Desktop option in the context menu. The local
cached copy is then moved to your desktop, and you can check out the original file and check in the file on your desktop.
This icon is used to indicate that the content item is currently available offline that is, in local cache for your read-only access. The versions of your locally cached copy
and the original file on the content server match; that is, no new revision has been checked in to the content server since you selected the file for offline availability.
Please note that only files can be made available offline, not folders. When you select the Make Content Available Offline option in the context menu of a folder,
all content items in that folder and any subfolders are made available offline.
Working With Content Folders and Files 8-11
8.2.6 Content File Context Menus
