The Office taskpane lets you access key Oracle WebCenter Collaboration project features directly from your Microsoft Office documents. Your administrator must enable the Office taskpane for you to be able to use it. The Office taskpane is compatible with Microsoft Office 2003 and 2007.
Note: When this feature is enabled, we recommend that you check in your document by clicking the Check in... link on the Status tab of the Office taskpane.
This topic discusses:
Status Tab
Members Tab
Tasks Tab
Documents Tab
Additional Microsoft Office 2003 Features
Additional Microsoft Office 2007 Features
Making the Office Taskpane Automatically Appear in Microsoft Office 2007
Note: This topic describes only the features of the Office taskpane that are functional when working on Microsoft Office documents via Oracle WebCenter Collaboration. When the Office taskpane is enabled, some of its features are not functional because they do not serve a purpose in Oracle WebCenter Collaboration. Due to compatibility issues between Oracle and Microsoft products, some non-functioning features are grayed out, while others can be clicked on but serve no purpose.
Displays the user to whom the document is checked out. Click the Check in... link to check in the document.
The following versioning behavior applies:
When you check in a document that you have changed, the version number is updated.
When you neither make changes to your document nor add comments, the version number is not updated.
When you do not make changes to your document but you do add comments, the version number is updated.
Note: For your version control management, we recommend that you close a document after checking it in. If you leave a document open after checking it in, the Office taskpane allows you to make changes to and save the document. After making changes, the Check in... link becomes visible again.
Displays the members and portal groups that have been added to the project from which the document was checked out. Note that even if the Administrator Group belongs to the project, its group name does not appear on this tab.
Displays the tasks and subtasks that are associated to the document. This tab contains options that enable you to create, edit, and delete tasks. Note that Microsoft Office does not differentiate between tasks and subtasks; for this reason, all tasks appear in a flat list.
When you create a new task, Oracle WebCenter Collaboration checks if a task list is associated to the document that is currently being edited. If so, a new task list is created with subtask names that are generated from the first associated task list. If a task list is not associated to the document, a new task list is created using the name of the document being edited.
Displays a list of all documents and folders included in the parent folder of the document that is being edited. You can:
Right-click a document to access options to open and delete the document. You must have the appropriate access rights to a document to delete it.
Click a folder to view its contents.
Access options to add a new document or folder. Note that to add a new document or folder, you must have the appropriate security permissions in Oracle WebCenter Collaboration.
Note: You cannot delete folders from the Office taskpane.
Additional Microsoft Office 2003 Features
In Microsoft Office 2003, the Office taskpane includes the following features:
The Document Information tab displays the user name of the user who last modified the document, and the date when the user checked in the document.
The bottom of the Office taskpane includes buttons that let you check out or check in the document.
An interface for managing the document's version history.
Additional Microsoft Office 2007 Features
In Microsoft Office 2003, an interface for managing a document's version history automatically appears in the Office taskpane.
To make the version management interface visible in Microsoft Office 2007:
Click the Microsoft Office button.
Click Server.
Click View Version History.
To access document check in, check out, and discard check out options from Microsoft Office 2007:
Click the Microsoft Office button.
Click
Server.
The options appear to the right of the options list.
Making the Office Taskpane Automatically Appear in Microsoft Office 2007
In Microsoft Office 2003, the Office taskpane automatically appears when you open a document by clicking the WebEdit button.
To make the Office taskpane automatically appear in Microsoft Office 2007 documents:
In the Office taskpane, click Options...
In the Service Options dialog box, select The document is part of a workspace or SharePoint site.
Click OK.
Related Topics:
To display the page associated with this help topic, edit a Microsoft Office document from WebEdit. Note that your administrator must enable the Office taskpane for you to access it.