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Introduction 1-1
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Introduction
This section covers these topics:
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Section 1.1, About Desktop Integration Suite
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Section 1.2, Whats New
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Section 1.3, Supported Content Servers
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Section 1.4, Supported Client Applications
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Section 1.5, Localized User Interface
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Section 1.6, Accessibility Features
1.1 About Desktop Integration Suite
Desktop Integration Suite DIS provides a set of embedded applications that help you seamlessly integrate your desktop experience with Oracle Content Server Oracle
UCM servers, Oracle Content Database Oracle Content DB, or other WebDAV-based content repositories. More specifically, it provides convenient access to these content
servers directly from Microsoft Windows Explorer, Microsoft Office applications Word, Excel, and PowerPoint, and supported e-mail clients Microsoft Outlook and
Lotus Notes.
Integrating content repositories such as Oracle Content Server with your desktop applications improves your ability to work with files on the content server. You can
easily manage files on the server and share files with other users directly from your desktop in addition to logging in to the content server and using the web browser
interface. Desktop Integration Suite provides a simplified interface for managing files in a unified way from all of your familiar desktop applications.
1.2 Whats New
This section outlines the new features and enhancements in Desktop Integration Suite 11gR1:
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What’s New in Desktop Integration Suite 11gR1 PS3 11.1.1.4
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What’s New in Desktop Integration Suite 11gR1 PS2 11.1.1.3
Note: Desktop Integration Suite can work with all content files on
Oracle Content Server instances, including records as managed by Oracle Universal Records Management, or Oracle URM and sealed
documents as managed by Oracle Information Rights Management, or Oracle IRM.
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1.2.1 What’s New in Desktop Integration Suite 11gR1 PS3 11.1.1.4
Desktop Integration Suite
11g
R1 PS3 11.1.1.4 is a maintenance release which offers the following new features and enhancements compared to version 11gR1 PS2
11.1.1.3.
Support of 64-bit Microsoft Windows 7 Desktop Integration Suite 11gR1 PS3 11.1.1.4 provides Windows Explorer integration
in 64-bit Microsoft Windows 7. The previous release supported 32-bit Windows 7 only.
Native 64-bit Integration With Microsoft Windows Desktop Integration Suite 11gR1 PS3 11.1.1.4 provides native 64-bit Windows
Explorer integration in all supported Microsoft Windows versions XP, Vista, and 7 using 64-bit Windows Explorer rather than the 32-bit version used in the previous
release.
Integration With Microsoft Office 2010 Desktop Integration Suite 11gR1 PS3 11.1.1.4 provides integration with Microsoft
Office 2010 applications Word, PowerPoint, Excel, and Outlook, both 32-bit and 64-bit versions.
Most Recently Used MRU List in Microsoft Office Applications Desktop Integration Suite 11gR1 PS3 11.1.1.4 offers most recently used MRU lists in
Microsoft Office applications, which enable users to quickly reopen content items on Oracle Content Server they worked on before. For more information, see
Section 4.5, Most Recently Used MRU List.
Check Out Option for Read-Only Documents Desktop Integration Suite 11gR1 PS3 11.1.1.4 includes a check-out option on the
Oracle UCM menu or ribbon in Microsoft Office applications, which enables users to check files that were opened in read-only mode out of the content server. They can
then make changes and check it back in to the server as a new revision of the content item.
Reopening Documents After Check-ins By default, Desktop Integration Suite 11gR1 PS3 11.1.1.4 automatically reopens and
checks out a Microsoft Office document after it is checked in using the Check In option on the Oracle UCM menu or ribbon a silent check-in. The previous release would
close the document after check-in. This behavior can be controlled using a Windows Registry switch see
Section C.6, Disabling Automatic Reopening of Documents After Check-ins
.
Overriding the Default Profile Selection During Check-ins By default, Desktop Integration Suite
11g
R1 PS3 11.1.1.4 allows users to change the default content profile when prompted for metadata in the Check In Content dialog
see Section A.13, Check In Content Dialog Metadata Prompt
. The previous release would not allow changing the default content profile. This behavior can be
controlled using a Windows Registry switch see Section C.7, Disabling Overriding
the Default Content Profile Selection .
Introduction 1-3
1.2.2 What’s New in Desktop Integration Suite 11gR1 PS2 11.1.1.3
Desktop Integration Suite 11gR1 PS2 11.1.1.3 is the first 11g release, which offers many new features and enhancements compared to version 10gR3.
Integration With Oracle Content Server 11gR1 Desktop Integration Suite 11gR1 fully supports Oracle Content Server 11gR1. The
client software can communicate with Oracle Content Server 11gR1, 10gR3, and 7.5.2 with the DesktopIntegrationSuite component installed and enabled. Other Content
Server versions are not supported.
Integration with Oracle Content Server provides the broadest content management capabilities directly in the supported desktop applications. You can search for files on
the server using queries or by browsing, open files from the server check out, save files check in, and perform a number of other advanced content management tasks
such as comparing Word files on the content server or inserting files from the server into Office documents.
Please note that not all features of Desktop Integration Suite 11gR1 may be available when you are connecting to a pre-11g Oracle Content Server instance.
Integration With Oracle Content Database Servers Desktop Integration Suite 11gR1 can communicate with Oracle Content Database
Oracle Content DB servers. The client software can communicate with Oracle Content DB 10gR1 10.2.
Integration with Oracle Content Database provides basic content management capabilities directly in the supported desktop applications. You can browse to files on
the server, open files from the server check out, and save files check in.
Improved Integration With Other WebDAV Servers Desktop Integration Suite 11gR1 provides improved integration with WebDAV servers
that are not Oracle Content Server or Oracle Content Database instances. It now provides more content management capabilities, such as checking items in and out,
undoing check-outs, and making items available offline.
Integration With Microsoft Windows 7 Desktop Integration Suite 11gR1 PS2 11.1.1.3 provides Windows Explorer integration
in Microsoft Windows 7 32-bit only.
Integration With 64-bit Microsoft Windows XP and Vista Desktop Integration Suite 11gR1 PS2 11.1.1.3 provides Windows Explorer integration
in 64-bit Microsoft Windows XP and Vista. Please note that it uses the 32-bit version of Windows Explorer.
No more ODMA for Microsoft Office Integration Desktop Integration Suite 11gR1 no longer uses ODMA for Microsoft Office
integration. Dedicated integration menus and ribbons are now used in the Microsoft Office applications to interact with content servers.
Note: Some of the new features may not be available on all servers,
depending on their server type, software version, and system configuration. See
Section 7.3, Content Server Capabilities for further
details.
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Oracle Content Server Profiles Desktop Integration Suite 11gR1 supports selection of Oracle Content Server profiles
on search and check-in pages. Content profiles allow content server administrators to set default metadata for files depending on their application type and to control what
metadata fields are shown on the page. Please note that this feature is available only if you are connecting to an Oracle Content Server 11g instance, not earlier versions.
Oracle Content Server Productivity Nodes Desktop Integration Suite 11gR1 supports the Oracle Content Server productivity
nodes, which means that My Workflow Assignments, My Checked-Out Content, and My Saved Queries are displayed as special server folders under Oracle Content
Servers in Windows Explorer and supported e-mail applications Microsoft Outlook and Lotus Notes. Please note that this feature is available only if you are connecting to
an Oracle Content Server 11gR1 instance, not earlier versions. For more information, see
Chapter 6, Understanding the Integration Hierarchy.
Metadata Prompts for New Files in Contribution Folders Desktop Integration Suite 11gR1 may prompt for metadata when you drag and drop,
copy and paste, or save new files to a contribution folder on an Oracle Content Server instance, if that feature has been enabled for that folder or if required metadata is
missing. Please note that this feature is available only if you are connecting to an Oracle Content Server 11gR1 instance, not earlier versions. For more information, see
Section 8.13, Copying Content Folders and Files.
Inserting Links, File Contents, and Images into Microsoft Office Documents Desktop Integration Suite 11gR1 enables you to insert links to files, content of files, and
images on an Oracle Content Server instance into supported Microsoft Office documents Word, Excel, and PowerPoint. For more information, see
Chapter 10, Inserting Managed Content Into Microsoft Office Files.
User Interface for Comparing Word Documents on Content Server Desktop Integration Suite 11gR1 provides a user interface in Microsoft Word menu
items and selection dialog that enables you to compare Word documents managed on an Oracle Content Server instance. You can compare a document with an earlier
revision of the same document or with a different file on the content server. For more information, see
Chapter 11, Comparing Managed Microsoft Word Documents.
Expanded Localization The client software for Desktop Integration Suite 11gR1 has been localized into more
languages than previous releases see Section 1.5, Localized User Interface
.
Improved User Assistance The user documentation and online help for Desktop Integration Suite 11gR1 have
been completely rewritten and have been significantly expanded.
1.3 Supported Content Servers
The client software of Desktop Integration Suite 11gR1 can connect to these content servers:
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Oracle Content Server 11gR1, 10gR3, and 7.5.2
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Oracle Content Database 10gR1 10.2
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Other Content Repositories That Support the Standard WebDAV Protocol
Introduction 1-5
Oracle Content Server 11gR1, 10gR3, and 7.5.2 For the Desktop Integration Suite client software to connect to Oracle Content Server,
the following components must be installed and enabled on the server:
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DesktopIntegrationSuite , which provides core content management integration
capabilities on the server.
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CoreWebdav , which provides core WebDAV capabilities for the content
management integrations.
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Folders_g 11gR1 and 10gR3 or Folders 7.5.2, which enables the contribution
folders in the integration hierarchy.
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CheckoutAndOpenInNative , which enables content items to checked out from
Oracle Content Server and opened in their associated applications. In addition, the following optional components may be installed and enabled:
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DesktopTag , which manages custom properties in Microsoft Office files that are
used for content tracking purposes, and also provides the Document is ready for further workflow processing functionality in Microsoft Office applications.
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OracleCleanContent , which is used by DesktopTag.
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EmailMetadata , which maps e-mail message fields to e-mail metadata fields and
is also required for dragging and dropping e-mails into contribution folders in Microsoft Outlook and Lotus Notes.
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RMAEmail , which provides e-mail metadata fields and enables users to work
with e-mail distribution lists.
Integration with Oracle Content Server provides the broadest content management capabilities directly in the supported desktop applications. Please note that not all
features of Desktop Integration Suite 11gR1 may be available if you are connecting to a pre-11g Oracle Content Server instance. See
Section 7.3, Content Server Capabilities for details on the integrated content management capabilities offered for Oracle
Content Server instances.
Oracle Content Database 10gR1 10.2 Integration with Oracle Content Database provides basic content management
capabilities directly in the supported desktop applications. See Section 7.3, Content
Server Capabilities for details on the integrated content management capabilities
offered for Oracle Content Database instances.
Note: The Desktop Integration Suite
11g
R1 components DesktopIntegrationSuite, CheckoutAndOpenInNative, DesktopTag,
and EmailMetadata can be installed on Oracle Content Server 10gR3, but the server must have the latest 10gR35CoreUpdate and
10gR35NativeUpdate bundles installed. Specifically, the product build number of the server must be 7.2.4.55 or higher. To see this number, go
to the Administration page of the server and then click ’Configuration for server_name’. The build number is included on the configuration
information page, under ’System Configuration’.
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Other Content Repositories That Support the Standard WebDAV Protocol Integration with WebDAV servers provides basic content management capabilities
directly in the supported desktop applications. Please note that the WebDAV DeltaV extension is not supported. See
Section 7.3, Content Server Capabilities for details on
the integrated content management capabilities offered for WebDAV servers.
1.4 Supported Client Applications
