How to Work with Document Server

Document Server is a web-based document management server that runs on Microsoft Windows SharePoint Services 3.0/Microsoft Office SharePoint Server 2007/Microsoft SharePoint Server 2010.

Desktop can link with Document Server to manage the libraries managed with Document Server in Desktop.

NOTE
For information on how to register a Document Server Library, see the following. Registering a Library of Document Server

Start Desktop Browser.

Select the Document Server Library from the Navigation Window.

NOTE
When you select a Document Server Library for which no connection has been established, the library must be connected. For more information on connecting, see the following. Connecting to Libraries

Items in the Document Server Library are displayed in the File List View Window.

NOTE
Documents in a Document Server Library can be used as those in a Personal Library. However, they are different concerning the following points. When the check out processing is enabled for the target Document Server Library, the check out processing needs to be performed in order to open a document. In addition, the check in processing needs to be performed in order to register or update a document. For more information, see the following. Check In/Check Out Checking Out Checking In When you enable the version management function for a Document Server Library, a dialog box is displayed to enter a version comment when you register or update a document in the library. For more information, see the following. Managing Version Information When you only browse a document in a Document Server Library, open the document in the read-only mode by selecting the document and selecting (Open Read-Only) on the ribbon or by right-clicking the document and selecting [Open Read-Only]. If commands are not displayed on the ribbon of Desktop Browser, see the following to display them. Adding Commands to Ribbons This operation can also be performed with the tool buttons on the toolbar. If tool buttons are not displayed on the toolbar of Desktop Browser, see the following to display them. Setting Buttons on Toolbars Lists of Ribbon Commands/Toolbars The following operations cannot be performed in locations in a Document Server Library unless you have edit permission or higher. Creating shortcuts Renaming Copying/duplicating folders Moving folders Creating folders Copying/duplicating documents Moving/Deleting Documents

NOTE

Documents in a Document Server Library can be used as those in a Personal Library. However, they are different concerning the following points.

When the check out processing is enabled for the target Document Server Library, the check out processing needs to be performed in order to open a document. In addition, the check in processing needs to be performed in order to register or update a document. For more information, see the following.

Check In/Check Out

Checking Out

Checking In

When you enable the version management function for a Document Server Library, a dialog box is displayed to enter a version comment when you register or update a document in the library. For more information, see the following.

Managing Version Information

When you only browse a document in a Document Server Library, open the document in the read-only mode by selecting the document and selecting

(Open Read-Only) on the ribbon or by right-clicking the document and selecting [Open Read-Only].

If commands are not displayed on the ribbon of Desktop Browser, see the following to display them.

Adding Commands to Ribbons

This operation can also be performed with the tool buttons on the toolbar. If tool buttons are not displayed on the toolbar of Desktop Browser, see the following to display them.

Setting Buttons on Toolbars

Lists of Ribbon Commands/Toolbars

The following operations cannot be performed in locations in a Document Server Library unless you have edit permission or higher.

Creating shortcuts

Renaming

Copying/duplicating folders

Moving folders

Creating folders

Copying/duplicating documents

Moving/Deleting Documents