Content File Context Menus

Working With Content Folders and Files 8-11

8.2.6 Content File Context Menus

When you right-click a file in the integration hierarchy, a context menu comes up, which provides a number of options that are relevant to the file in that particular situation, as is customary in Microsoft Windows. This context menu includes a number of standard Windows items such as Copy and Delete, but also has a number of content management options specific to Desktop Integration Suite. The context menu for files may include any of the following options: ■ View: Opens each selected file in its associated application in read-only mode; that is, it is not checked out of the content server, and if you make any changes, you must check it in as a new content item. For more information, see Section 8.7, Viewing Content Files. ■ Open: Opens each selected file in its associated application in full edit mode; that is, it is checked out of the content server, and if you make any changes, you can check it in as a new revision of the content item. For more information, see Section 8.8, Opening Content Files. ■ Check Out: Retrieves each selected file from the content server and makes it available for editing. For more information, see Section 8.9, Checking Out Content Files. ■ Undo Check Out: Cancels the checked-out status of each selected file on the content server. For more information, see Section 8.9.3, Undoing a File Check-Out. ■ Check In: Uploads each selected file to the content server and stores it on that server. If it is a new content item, you must provide metadata. If it is an existing content item, it inherits the metadata from the previous revision. For more information, see Section 8.10, Checking In Content Files. ■ Discard Changes: Moves the locally cached copy of a content item to the recycle bin, effectively deleting it unless the cache directory is located on a network share; in that case it is deleted directly. This option is available if there is a conflict between the locally cached file copy and the original file on the content server. This icon is used to indicate that the content item is currently available offline. However, the versions more specifically, the dID attribute of your locally cached copy and the original file on the content server do not match. This would, for example, be the case if someone updated the original item on the content server, and your local copy is still an older revision. You can remedy this situation by right-clicking the file or its folder and choosing the Refresh Offline Files option for files or Refresh Offline Content option for folders. This updates the copy in your local cache with the latest revision on the content server and the icon turns into a blue cylinder again. Note: The list below only shows the context menu options specific to Desktop Integration Suite. Other options may be available, including options related to other Oracle content management products such as Oracle Universal Records Management Oracle URM or Oracle Information Rights Management Oracle IRM. See the documentation of these products for more information on these options. Table 8–2 Cont. Status Icons for Content Items Icon Description 8-12 Oracle Fusion Middleware Users Guide for Desktop Integration Suite ■ Move to Desktop: Moves the locally cached copy of a content item to the Windows desktop. This option is available if there is a conflict between the locally cached file copy and the original file on the content server. Moving the file to the desktop allows you to check out the original file and check in the file on your desktop. ■ Make Available Offline: Creates local copies of all selected files in a special cache location on your computer. You can then view these files in read-only mode, even if you are not connected to the content server. For more information, see Section 8.23, Working With Offline Content Folders and Files. ■ Approve: Marks the current file in a workflow as approved and allows it to move to the next step in the workflow. You can approve files only if they are not currently checked out. For more information, see Section 8.22, Working With Content Files in Workflows. ■ Reject: Marks the current file in a workflow as rejected and returns it to the previous step in the workflow. You can reject files only if they are not currently checked out. For more information, see Section 8.22, Working With Content Files in Workflows. ■ Copy: Copies each selected file in the integration hierarchy into the copy-and-paste buffer. You can then create a copy of that file by pasting it to a different location. You can also press the Ctrl+C key combination to do this. For more information, see Section 8.13, Copying Content Folders and Files. ■ Paste: Pastes the contents of the copy-and-paste buffer into the current location. ■ Copy Links : Copies the URL of each selected file in the integration hierarchy into the copy-and-paste buffer. You can then paste these URLs into any Windows application for example, an e-mail message to provide direct links to the files. For more information, see Section 8.20, Copying Content File Links. ■ Create Shortcut UCM servers only: Creates a shortcut to each selected file in the same integration hierarchy folder as the referenced file or files. For more information, see Section 8.19, Working With Shortcuts to Content Folders and Files. ■ Delete: Removes each selected file from the integration hierarchy and also from the content server. You can also press the Delete key to do this. You should use this option with great care. For more information, see Section 8.15, Deleting Content Folders and Files. ■ Rename: Enables you to give the selected file in the integration hierarchy a new name. You can also press the F2 key to do this. Please note that this option is not available when the file is currently checked out of the content server. For more information, see Section 8.12, Renaming Content Folders and Files. ■ Content Information... UCM servers only: Displays the content information page on the server for the selected file in the integration hierarchy. For more information, see Section 8.11.2, Viewing and Modifying Content Information of Folders or Files. ■ Properties: Displays a dialog that provides information about the selected file in the integration hierarchy. For more information, see Section 8.11.1, Viewing and Modifying Properties of Folders or Files. ■ Advanced Properties Oracle Content DB servers only: Displays a window that displays the properties about the selected file in the integration hierarchy. For more information, see Section 8.11.3, Viewing and Modifying Advanced Properties of Folders or Files. Working With Content Folders and Files 8-13 ■ Sharing Oracle Content DB servers only: Displays a window where you can set the properties for sharing the selected file; in other words, who has access to the file. For more information, see Section 8.11.4, Viewing and Modifying Sharing Properties of Folders or Files.

8.3 Online and Offline Mode

Folders and files can be in online and offline mode. In online mode, you need a live connection to the content server to have access to the folders and files on it. You log in to the server and then you have access to all folders and files in accordance with your assigned privileges see Section 7.10, Connecting to a Content Server . In offline mode, there are read-only copies of folders and files in a special cache location on your local computer see Section 8.2.3, Local Caching of Content Files .