Documents can be edited easily using native applications on your Microsoft® Windows® workstation. This requires the Content Director application installed on your local computer.
NOTE: It’s possible to edit documents without the Content Director by manually checking-out, downloading, editing, and checking-in the documents. For more information, see the “Checking Out/Checking In Documents” section.
The Content Central Office Integration application can be installed on any workstation containing Microsoft® Office® to further assist in the document capture and editing process within applications like Word®, Excel®, and Outlook®.
NOTE: Both Content Director and Content Central Office Integration are client-side applications, and each must be installed on user workstations where their functionality is desired.
Content Director
The Content Director is responsible for directing documents and other content between the Content Central server and your local computer.
Installation
The installation package for the Content Director application can be accessed from the Options area by selecting the 
button on the main menu followed by selecting the 
icon for Downloads and Installers.
NOTE: The Content Director application runs on only the Microsoft® Windows® platform.
Select Download Content Central Content Director to download and/or begin the installation package. Follow the prompts to complete the installation.
The installation package will automatically configure your computer to launch the Content Director each time your computer is started. This default behavior can be changed in the settings dialog.
Settings
You can access the settings of the Content Director by locating the icon in the system tray of your Windows® application bar and right-clicking it followed by selecting the Settings menu item.
The Local Document Folder points to a location on your local computer that will temporarily store documents while they are being edited. When an edited document has been uploaded to the server, the Content Director will automatically remove it from this location.
The Port setting determines the local Windows® port that will be used for communication to and from the server.
You may select the checkbox labeled Do not show informational balloon tips if you do not wish to see notices of downloads and uploads. You may also choose whether the application will automatically Check for updates and Run at Windows startup.
When you have finished making changes, select the OK button to close the settings dialog.
Content Central Office Integration
The Content Central Office Integration application (CCOI) integrates with your implementation of Office® 2003, 2007, 2010 32-bit, or 2010 64-bit in the form of a custom toolbar that communicates with the Content Central server.
Settings
You can access CCOI settings by clicking the Settings button on the CCOI toolbar within your Office® application. This should be accessed the first time CCOI is used.
Service Locations: CCOI connects to the Content Central server using Web services. The service locations can be entered in one of two ways.
- Auto Discover Service URLs – In most cases, you can provide the URL to Content Central (example: http://servername/ContentCentral) and CCOI will automatically determine the service locations.
- Manually Configure Services – The services may need to be entered manually if the server configuration has been customized.
Select the Test Services button to verify the service locations entered are valid.
Log in: You must provide your Content Central login information for CCOI to authenticate with the Content Central server. Select the Test Log In button to verify these entries.
You may select the checkbox labeled Notify when working on Read Only files if you wish to see notices when opening a document that cannot be edited. You may also choose whether the application will Use temporary folder for new and read only files. When this option is checked, the application will automatically save new documents to a temporary folder prior to uploading them to Content Central. These files will be automatically deleted when the application is closed.
When you have finished making changes, select the Save Settings button to save the settings and close the dialog.
Capturing New Documents
You can capture any Office® document that has not been previously captured by selecting the Capture New button on the toolbar. The Check-In dialog will launch, allowing you to choose the appropriate destination and document properties for the document.
NOTE: To capture e-mails using Outlook®, select the Capture emails to Content Central menu item from the Content Central menu.
Destination: This selection determines whether the document will be sent directly to a Catalog or to the Coding Queue for review.
- Catalog – The document will be routed to the selected Catalog. Any required document properties must be provided before you can Upload. These document properties are indicated with bold text.
- Personal Coding Queue – The document will be routed to the Coding Queue, visible only to you.
- Shared Coding Queue – The document will be routed to the Coding Queue, visible to you and others with permission to add documents for the document type selected.
Catalog and Document Type: Select an appropriate Catalog and Document Type for the document. These selections can be changed later in the Coding Queue when the Destination is set to Personal Coding Queue or Shared Coding Queue.
Document Properties: Enter appropriate document properties for the document. Any required fields are indicated with bold text. All fields are optional when the Destination is set to Personal Coding Queue or Shared Coding Queue.
When all selections have been made, select the Upload button to route the document to the Content Central server. You will be prompted to save the file locally if it has not been saved and you have not chosen to use a temporary folder (see the “Settings” section).
Checking Out a Local Document
If you’ve loaded an Office® document outside of the Content Central Web application and the document has been previously added to Content Central, you can check out the document by selecting the Check Out button on the CCOI toolbar. This will notify other users in Content Central that you are editing the document.
Editing a Document
To edit a document, select the results-grid row of a document to modify followed by the Edit Document menu item from the Modify menu. The document will be checked-out from the system automatically and routed to your local machine via the Content Director. Once the file has been downloaded, its native application will launch and load the document.
After modifications have been completed, the document needs to be uploaded to the document server.
Uploading Changes using CCOI
Use this method of uploading if your document is a Microsoft® Office® document and you have installed CCOI.
After making necessary changes to the document, select the Update Document button on the CCOI toolbar. The new version will be uploaded, and the document will be checked in if previously checked out.
Uploading Changes without using CCOI
After making necessary changes to the document, close the application, making sure to choose Yes when asked if you would like to save the changes. The Content Director will provide a dialog allowing you to choose your preferred action.
Select the appropriate action, and select the OK button to complete the editing process. If you have chosen to upload the local copy, the Content Director will send the modified document to the server and perform an automatic check in.
