Use desktop components
Example of using desktop components to work with documents.
In this example of using IBM WebSphere Portal Document Manager desktop components, a Human Resources manager wants to create a document explaining the new health insurance policy for her company and store the document in the human resources document library. After installing the desktop components from the server, she adds the Human Resources document library to her Windows Explorer by performing these steps:
- Click the Document Manager server icon under My Network Places.
- Select the HR server connection in the right-hand panel.
- Right-click on the server connection and select Add Library.
- Select the HR docs library and click Next.
- Click Finish to accept the default library settings.
The manager opens Microsoft Word and begins writing her new document. When she is ready to save her document to the HR docs library, she performs these steps:
- Click the File menu in Microsoft Word.
- Select Document Manager > Add to library....
- When the Add to Document Library window opens, select the HR docs library.
- Enter New Health Insurance Policy in the File name and Title fields.
- Click Add.
The next day, the manager logs in to the company server and accesses the Human Resources document library using her Windows Explorer. She decides to make additional edits to the New Health Insurance Policy document.
- Start Microsoft Word.
- From the File menu, select Document Manager > Open from Library.
- In the Open from Library window, click on the HR docs library icon.
- Select the New Health Insurance Policy document.
- Click Open.
- Microsoft Word opens the document for editing.
After saving her changes to the document, the manager is ready to submit the document to the Human Resources Director for review, so in Microsoft Word she clicks File > Document Manager > Submit Draft to submit the document. The Human Resources Director will be able to open the document for review and approval from the Submitted Drafts view in Document Manager.
Summary: The manager was able to create her new document using Microsoft Word on her desktop. She was also able to seamlessly navigate and work in the Human Resources document library directly from her Windows Explorer. Her document changes were automatically uploaded to the server, and she was able to submit her draft for approval—all by working through her familiar desktop applications.
Parent Topic
Integrate desktop applications with Document Manager
Related tasks
Download desktop components
Install desktop components
Configure desktop components
Add additional document libraries