Oracle Documents Cloud

Service
Lab 01 – Environment
Setup and End User
Overview

Oracle PTS Platform Technology Services

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 Introduction
Oracle Documents Cloud Service (also referred to as "Oracle DOCS”) is a subscription-
based file sync and share service available in the Oracle Cloud. It gives your employees a
way to easily store and share files in the Oracle Cloud while meeting the security and
governance needs of your IT department.

This lab guides you through the process of connecting to the Oracle Documents Cloud
Service for the first time. This hands-on lab scenario is broken up into 3 distinct parts,
showcasing different access points for Documents Cloud Service: desktop client, the web
UI, and mobile.

Hands-On Lab: Environment Preparation, page: 3

 Lab 1 Setup and End User Overview
Objective: During this lab you will setup your desktop and
 Duration: 20
mobile environment. Also you will experience the end user
minutes
perspective.

1. Follow the Documents Cloud Service Environment wiki page on your Oracle Beehive
workspace to logon as julia (Julia Smith). Eventually, your instructor will provide
newer connection information.

2. Install and configure Oracle Documents Cloud Service Desktop Client. The Oracle
Documents Cloud Service desktop sync client keeps the files on your computer
automatically up-to-date. When you install the client on a computer, it creates a new
folder called My Oracle Documents. Any folders you add to My Oracle Documents
are automatically synced in the cloud, and any folders added to the cloud are available
for syncing in My Oracle Documents on your local computer. If a file changes in
either place, the change is automatically updated in the other location, so they always
match.

Hands-On Lab: Environment Preparation, page: 4

 Download the installation file (called oracle_documents_setup.exe on windows),
then double-click it to start the install.

Alternatively, client installation files are available at:

http://www.oracle.com/technetwork/middleware/documentscloud/downloads/index.html

The first time you use the desktop client, a welcome screen displays, showing you
what you can do with the client. Click the check box to stop the welcome screen from
appearing again.

Next, you are prompted to enter your account information:

 Enter the user name for your Oracle Documents Cloud Service account.
 Enter your password. Check Remember Password to prevent the password prompt
from appearing each time you start the client.
 Enter the address for the cloud server. This is the same URL you use when you
access Oracle Documents Cloud Service using a web browser, Documents
Service URL defined above.

Hands-On Lab: Environment Preparation, page: 5

 3. Log in as user julia. Once the sync client finishes you will see a screen similar to
below:

Hands-On Lab: Environment Preparation, page: 6

 4. Synchronize Documents Cloud Service and your local “My Oracle Documents”
folder. Inside Synchronization Manager, over Policies and Procedure, right-mouse
click and chose “Start Sync” to start the synchronization process:

The files will be synchronized with the Oracle Documents Cloud Service. Upon
completion of the upload you will see an updated Sync Manager screen with the
folder you just downloaded.

Hands-On Lab: Environment Preparation, page: 7

Hands-On Lab: Environment Preparation, page: 8
 Check your local My Oracle Documents file to see the synchronized folder:

Hands-On Lab: Environment Preparation, page: 9

 Working with the Oracle Documents Web User Interface
5. Julia uses the Oracle Documents Cloud web interface and sees that the files have been
synchronized with the cloud.

a. Open your web browser put the below URL and log as julia using the
Oracle Documents URL defined above.

b. Navigate to the PaaS Workshop Sandbox folder.

Hands-On Lab: Environment Preparation, page: 10

 c. Using your OS File Explorer, drag a small file from a local file to your
PaaS Workshop Sandbox folder. If needed users can use the “Upload”
option on the folder toolbar.

d. Get the public and member links for your file, by right mouse clicking and
choosing “Share” option, to share this file externally and with your team.

Hands-On Lab: Environment Preparation, page: 11

 Note the shared folder icon besides the folder name, because this folder and
consequently its items were shared with ann (Ann Wilson):

If you have uploaded a PDF, Word, Excel files you should be able to see the previewer:

Hands-On Lab: Environment Preparation, page: 12

 Accessing Oracle Documents from Your Mobile Device
6. Accessing Content from your Mobile Device. Julia has left the office so she doesn’t have
access to her desktop anymore, but she can still review Julia’s documents from her
mobile device and upload a final loan payment schedule.

The Oracle Documents Cloud Service mobile applications are available for iOS and
Android devices. Access your Oracle Documents account from your iPhone, iPad, or
Android device: search, browse, read, download, and upload files on the go. The mobile
applications are distributed through the Apple App Store and the Google Play Store,
respectively.

Download Oracle Documents Cloud Service for iOS

Download Oracle Documents Cloud Service for Android

Configure the mobile app to connect to your instance of Oracle Documents according
your connection information defined above.

Hands-On Lab: Environment Preparation, page: 13

 After configurations, you should be able to access Oracle Documents for iOS or Android
application:

Oracle Documents for iPad. The app opens with the Browser screen. You can swipe
the Browse screen to the right to expose the navigation menu.

7. You have finished this lab.

Hands-On Lab: Environment Preparation, page: 14