Using Oracle Collaboration Suite Release 2 Student Guide

Transcription

1 Using Oracle Collaboration Suite Release 2 Student Guide D17114GC10 Edition 1.0 March 2004 D39172

2 Author Karen Kehn Technical Contributors and Reviewers Hanne Rasmussen James Rambo Stefan Buchta Tom Grant Jean-Marc Robillard Marten Den Haring Jenny Tsai-Smith Stephen Schleifer Aleksandra Vikati Elizabeth Morgan Duane Jensen Gaurav Kuchal Ricardo Rivera Cynthia Kibbe Mehul Sanghavi Mark Brown Cynthia Stevens Scott Jablonski Alok Srivastave Nagavalli Pataballa Owen Ireland Ric Van Dyke Rosita Hanoman Sim Aneja Tanya Correia Trevor Haley Marcie Young Marla Azriel Yvonne Park Copyright 2004, Oracle. All rights reserved. This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable: Restricted Rights Legend Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS , Rights in Technical Data and Computer Software (October 1988). This material or any portion of it may not be copied in any form or by any means without the express prior written permission of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties. If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with Restricted Rights, as defined in FAR , Rights in Data-General, including Alternate III (June 1987). The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Education Products, Oracle Corporation, 500 Oracle Parkway, Redwood Shores, CA Oracle Corporation does not warrant that this document is error-free. Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. Editor Richard Wallis Publisher Jobi Varghese

3 Contents 1 What Can I Do with Oracle Collaboration Suite? Objectives 1-2 The Need for Collaboration 1-3 How Do You Collaborate? 1-4 Oracle 1-5 Oracle Voic & Fax 1-6 Oracle Calendar 1-7 Oracle Web Conferencing 1-8 Oracle Ultra Search and Oracle Files 1-9 Oracle Wireless & Voice 1-10 Overview of the Collaborative Effort 1-11 Summary Using and Managing with Oracle Connector for Outlook Objectives 2-2 Uses and Benefits of Oracle 2-3 Oracle Connector for Outlook 2-4 Downloading Oracle Connector for Outlook 2-5 Accessing 2-6 Viewing 2-7 Viewing Message Types 2-8 Composing an Message 2-9 Replying to an Message 2-10 Deleting an Message 2-11 Forwarding an Message 2-12 Sorting Messages 2-13 Printing an Message 2-14 Attaching a File to an Message 2-15 Managing Your Account 2-16 Viewing an Entry in Your Address Book 2-17 Creating an Entry in Your Address Book 2-18 Creating a Distribution List 2-19 Creating a Folder 2-20 Creating a Rule 2-21 Searching Managing Preferences 2-24 Viewing Your Mail Server Quota 2-25 Changing Your Password 2-26 Composing Auto Reply Message Options 2-27 Setting Wireless Options for Summary 2-29 i

4 3 Using and Managing Voic Objectives 3-2 Uses and Benefits of Oracle Voic & Fax 3-3 Accessing the Voic System 3-4 Listening to New Voic Messages 3-5 Replying to a Voic Message 3-6 Forwarding a Voic Message 3-7 Listening to Saved or Previously Read Voic Messages 3-8 Sending a New Voic Message 3-9 Managing Your Voic Preferences 3-10 Recording a Greeting 3-11 Activating a Greeting 3-12 Retrieving Envelope Information 3-13 Changing Your Password Through the Voic System 3-14 Modifying Your Voic Preferences Through the Web Client 3-15 Choosing the Menu Language 3-16 Displaying a Text Name 3-17 Changing Your Password 3-18 Summary 3-19 Voic Demonstration Using, Managing, and Collaborating with Oracle Calendar with Oracle Connector for Outlook Objectives 4-2 Uses and Benefits of Oracle Calendar 4-3 Oracle Calendar Clients 4-4 Oracle Connector for Outlook 4-6 Calendar View in Microsoft Outlook 4-7 Viewing Calendar Entries 4-8 Creating a Task 4-9 Entering Task Information 4-10 Creating an All-Day Event 4-11 Viewing an Entry in Your Address Book 4-12 Creating an Entry in the Address Book 4-13 Collaborating with Others Using Calendar 4-14 Creating an Appointment 4-15 Verifying Attendee Availability 4-16 Planning a Meeting Without Conflicts 4-17 Creating a Web Conference Request 4-18 Joining a Web Conference 4-20 Checking the Availability of Meeting Resources 4-21 Resource Room Confirmed 4-22 Replying to a Meeting Invitation 4-24 ii

5 Organizing Your Agenda 4-25 Assigning Access and Designate Rights 4-26 Working as a Designate 4-27 Setting Preferences 4-29 Oracle Calendar Synchronization Tools 4-30 Synchronizing the Microsoft Outlook Client 4-31 Oracle Calendar Sync 4-32 Oracle Sync Server 4-33 Oracle Sync Server: Example 4-34 Summary Creating and Participating in a Web Conference Objectives 5-2 Uses and Benefits of Web Conferencing 5-3 Accessing Web Conferencing 5-4 Downloading the Web Conferencing Components 5-5 Starting a Web Conference 5-6 Creating a Scheduled Conference 5-7 Specifying the Conference Details 5-8 Selecting Your Audience 5-9 Dial-in and Materials Information 5-10 Customizing the Web Conferencing Console 5-11 Viewing the Scheduled Conference 5-12 Joining a Conference 5-13 Participating in a Web Conference 5-14 Using the Collaboration Modes 5-15 Using CoBrowse Mode 5-16 Using Document Presentation Mode 5-17 Using Whiteboard Mode 5-18 Using Desktop Sharing Mode 5-19 Sharing Control with Other Attendees 5-21 Polling the Participants 5-23 Chatting with Other Participants 5-25 Creating a Group Chat 5-26 Enabling Voice Streaming 5-27 Recording the Web Conference 5-29 Managing Your Materials 5-30 Uploading a Document 5-31 Creating a Bookmark 5-32 Creating a Message 5-33 Publishing Archives 5-34 Summary 5-36 iii

6 6 Using and Managing Oracle Files Objectives 6-2 Uses and Benefits of Oracle Files 6-3 Getting Started with Oracle Files 6-4 Accessing Oracle Files Through a Web Browser 6-6 Setting User Preferences 6-7 General Preferences 6-8 Password Preferences 6-9 Advanced Preferences 6-10 Oracle Files Home Page 6-11 Uploading Files 6-12 Sending a Link to Other Oracle Files Users Via Previewing a File 6-15 Downloading and Viewing Files 6-16 Deleting a File 6-18 Trash Functionality 6-19 Moving a Deleted File from Trash 6-20 Emptying Trash 6-21 Workspaces 6-22 Workspace Permissions 6-23 Creating a Workspace 6-24 Creating a Workspace: Entering Workspace Information 6-25 Creating a Workspace: Selecting Members 6-26 Creating a Workspace: Reviewing Your Workspace 6-27 Changing a User s Access Level 6-28 Requesting a Change in Your Access Level 6-29 Making Content Publicly Available 6-30 Managing Your Workspace Quota 6-31 Joining a Workspace 6-32 Organizing File Content 6-33 Associating Categories 6-34 Using the Search Mechanism with the Web Client 6-36 Searching for Files and Folders with Advanced Search 6-37 Collaborating with Other Users 6-38 File Versioning 6-39 File Locking 6-41 Locking and Unlocking Files 6-43 Initiating the Review Process 6-44 Viewing the Review Process 6-46 Using Oracle Workflow 6-48 Other Methods for Accessing Oracle Files 6-49 Web Folders 6-51 Connecting to Files Via Web Folders 6-52 iv

7 Editing a File in Place with Web Folders 6-53 Oracle FileSync 6-54 Configuring Oracle FileSync 6-55 Using Oracle FileSync 6-57 Summary Using Oracle Ultra Search Objectives 7-2 Uses and Benefits of Oracle Ultra Search 7-3 Oracle Search Mechanisms 7-4 Accessing Ultra Search 7-5 Setting Search Criteria 7-6 Viewing Your Search Results 7-7 Summary Accessing and Using Oracle Collaboration Suite Components with Oracle Wireless & Voice Objectives 8-2 Uses and Benefits of Oracle Wireless & Voice 8-3 Configuring Your Wireless & Voice Settings 8-4 Logging In to Oracle from a Wireless Device 8-6 Manipulating Your with a Wireless Device 8-7 Attaching a URL to an Message 8-8 Creating an Filter 8-9 Accessing Your with the Voice Access System 8-10 Accessing Oracle Calendar from a Wireless Device 8-12 Using the Weekly View 8-13 Creating a New Appointment 8-14 Accessing Oracle Calendar with the Voice Access System 8-15 Browsing Online Files: Overview 8-17 Navigating Through My Workspaces 8-18 Faxing a File 8-19 Moving Files from One Folder to Another 8-20 Accessing Oracle Files with the Voice Access System 8-21 Accessing the Corporate Directory from a Wireless Device 8-23 Composing an Message Using the Corporate Directory 8-24 Sending a Voice Callback from the Corporate Directory 8-25 Accessing the Corporate Directory with the Voice Access System 8-26 Accessing Your Personal Address Book from a Wireless Device 8-28 Adding a New Contact to Your Personal Address Book 8-29 Composing an Message from Your Address Book 8-30 Sending a Callback from Your Address Book 8-31 Accessing Your Address Book with the Voice Access System 8-32 Accessing Oracle Collaboration Suite with Ask Commands by Using SMS or v

8 Contact Rules 8-36 Managing Your Contact Rules with Oracle Wireless & Voice 8-37 Managing Your Contact Rules with the Voice Access System 8-38 Summary 8-40 Appendix A: Practices Appendix B: Solutions Appendix C: Using and Managing Oracle with the Web Client Objectives C-2 Uses and Benefits of Oracle C-3 Accessing with the Web Client C-4 Logging In to C-5 Home Page C-6 Viewing Message Types C-7 Composing an Message C-8 Replying to an Message C-9 Deleting an Message C-10 Forwarding an Message C-11 Sorting Messages C-12 Printing an Message C-13 Attaching a File to an Message C-14 Managing Your Account C-15 Creating an Entry in Your Address Book C-16 Creating a Distribution List C-18 Creating a Folder C-19 Setting Folder Preferences C-20 Creating a Filter C-21 Managing Your Preferences C-23 Monitoring Your Message Quota C-24 Changing Your Password C-25 Composing Message Options C-26 Searching with the Web Client C-28 Summary C-29 vi

9 Appendix D: Using, Managing, and Collaborating with Oracle Calendar Through the Web Client Objectives D-2 Uses and Benefits of Oracle Calendar D-3 Oracle Calendar Clients D-4 Accessing Oracle Calendar Through the Web Client D-6 Oracle Calendar Components D-7 Viewing Calendar Events D-8 Calendar Symbols D-9 Using the In-Tray D-10 Creating a Task D-11 Creating a Daily Note D-13 Daily Note: Details D-14 Daily Note: Notifications D-15 Daily Note: People & Resources D-16 Daily Note: Repeating D-17 Creating a Day Event D-18 Collaborating with Others Using Oracle Calendar D-19 Scheduling a Meeting D-20 Confirming Resources D-21 Checking the Availability of Meeting Resources D-22 Replying to a Meeting D-23 Changing the Display Status of a Calendar Entry D-24 Collaborating with Others on Calendar Tasks D-25 Managing Groups D-26 Using the Scheduler D-27 Using the Suggest Date & Time Feature D-29 Publishing Your Agenda D-30 Viewing Entries in Another User s Agenda D-31 Organizing Your Agenda D-32 Setting Viewing Rights D-33 Setting Designate Rights D-34 Setting Your Preferences D-36 Oracle Calendar Synchronization Tools D-37 Oracle Calendar Sync D-38 Oracle Sync Server D-39 Summary D-40 vii

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