asp.net mvc display pdf : Convert pdf to editable text online Library control component .net azure winforms mvc Meridian2014_UG_LTR1-part1010

BlueCieloMeridianEnterprise2014User'sGuide
x
12.3 Assigningadocumenttoaworkarea
185
12.4 Releasingadocumentfromaworkarea
186
12.5 Routingaworkarea
187
12.6 Viewingaworkareaworkflow
188
12.7 Editingaworkareaworkflow
188
12.7.1 Editingaworkareaworkflowstate
189
12.7.2 Editingaworkareaworkflowtransition
190
13 Aboutbriefcases
192
13.1 Viewingabriefcase
192
13.2 Creatingabriefcase
192
13.3 Creatingabriefcasetransmittaldocument
195
13.4 Importingdocumentsfromabriefcase
196
13.5 Understandingpropertyvaluesofimporteddocuments
198
14 Abouttheapplicationlinks
199
14.1 Synchronizingfilepropertiesandtitleblocks
199
14.2 Synchronizingreferences
201
14.3 Viewingreferences
202
14.4 Workingwithapplicationlinksremotely
202
14.5 AbouttheAutoCADlink
203
14.5.1 EditingpropertiesinAutoCAD
205
14.5.2 ManagingredlinesinAutoCAD
205
14.5.3 Savingandreleasingdrawings
206
14.5.4 WorkingwithAutoCADsheetsets
206
14.5.4.1 Creatingasheetset
207
14.5.4.2 Addinglayoutstoasheetset
207
14.5.4.3 Viewingreferences
207
14.5.4.4 Routingasheetset
208
14.5.4.5 Synchronizingsheetsetdata
208
14.5.5 WorkingwithAutoCADP&ID
208
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BlueCieloMeridianEnterprise2014User'sGuide
xi
14.5.5.1 Viewingreferences
209
14.5.5.2 Openingaproject
209
14.5.5.3 Synchronizingprojectproperties
210
14.5.5.4 Uploadingaproject
211
14.5.5.5 Creatingnewdrawings
211
14.5.6 WorkingwithAutoCADElectrical
212
14.5.6.1 Viewingreferences
212
14.6 AbouttheMicroStationlink
212
14.6.1 Editingpropertiesin MicroStation
213
14.7 AbouttheAutodeskInventorlink
214
14.7.1 Settingthelinkoptions
215
14.7.2 WorkingwiththeBlueCielobrowser
216
14.7.3 EditingpropertiesinAutodeskInventor
218
14.7.4 Renamingcomponentsusingproperties
219
14.7.5 Replacingcomponents
219
14.7.6 AbouttheMeridianDerivecommand
219
14.7.7 ManagingAutodeskInventoriParts
220
14.7.7.1 DisplayingiPartsvariationsinReferenceExplorer
220
14.7.8 Resolvingcheckedoutfiles
221
14.7.9 AboutAutodeskInventorprojectfiles
221
14.7.9.1 ConfiguringtheAutodeskInventorprojectfiletouseContentCenter
222
14.7.10 ImportingAutodeskInventorfiles
223
14.7.10.1 AbouttheInventorMigrationTool
223
14.7.10.1.1 RegisteringtheInventorMigrationTool
224
14.7.10.1.2 Creatingasourcelist
224
14.7.10.1.3 Creatingthedownloadtask
225
14.7.10.1.4 Creatingthemigrationtask
226
14.7.10.1.5 Creatingtheuploadtask
227
14.7.10.1.6 Runningthetasks
227
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BlueCieloMeridianEnterprise2014User'sGuide
xii
14.7.11 AboutAutodeskInventordialogs
228
14.8 AbouttheSolidWorkslink
228
14.8.1 WorkingwiththeMeridianEnterprisebrowser
230
14.8.2 Editingpropertiesin SolidWorks
232
14.9 AbouttheRevitlink
232
14.9.1 EditingpropertiesinRevit
234
14.9.2 Creatingapresentationdocument
234
14.9.3 Understandingworksharing
234
14.9.4 Workingwithsheetsets
235
14.10 AbouttheOfficelink
235
14.10.1 EditingpropertiesinOffice
236
14.10.2 Linkingfiles
236
14.10.3 AboutOutlookemailintegration
239
14.10.3.1 Storingmessagesandattachments
239
14.10.3.2 AddingreferenceIDstomessages
241
14.10.3.3 ConfiguringOutlookemailintegrationoptions
241
14.11 AbouttheLotusNoteslink
243
14.11.1 Exportingmessagesandattachments
243
Glossary
245
Index
255
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BlueCieloMeridianEnterprise2014User'sGuide
1
1 INTRODUCING BLUECIELOMERIDIAN ENTERPRISE
BlueCieloMeridianEnterpriseisthedepartmentaltoenterprise-wideengineeringcontentmanagementsys-
temfromBlueCieloECMSolutions.Itcanbeinstalledwiththefollowingdatabaseengines:BlueCieloHyper-
trieve,Microsoft
®
SQLServer
®
,orOracle
®
(seetheSupportedSoftwarelistforyourMeridianversion
availablefromyourBlueCieloECMSolutionsCertifiedPartnerortheBlueCieloECMSolutionsextranet).The
numberofvaults,documents,andconcurrentusersislimitedonlybyavailablehardwareresourcesonthe
hostservercomputer.
1.1
Aboutthe MeridianEnterpriseproduct suite
MeridianEnterpriseisthecoreoftheMeridianEnterpriseproductsuite—afamilyofsolutionsthatextends
MeridianEnterpriseintotheengineering-relatedbusinessprocessesforspecificindustries:
Building&Construction
Chemical&Petrochemical
DiscreteManufacturing
Food&Drugs
Oil&Gas
ProcessManufacturing
Utilities
TheMeridianEnterpriseproductsuiteincludesthefollowingoptionalmodules:
MeridianAdvancedProjectWorkflowModule
MeridianAssetManagementModule
MeridianEmailManager
MeridianExplorer
MeridianFDAModule
MeridianGlobalCollaborationFramework
MeridianPublisher
MeridianTransmittalManagementModule
FormoreinformationonanyoftheMeridianEnterpriseproductsuitesolutions,contactyourauthorized
BlueCieloECMSolutionsCertifiedPartnerorvisitwww.bluecieloecm.com
.
1.1.1
Understanding theMeridianAdvancedProjectWorkflowModule
TheBlueCieloMeridianAdvancedProjectWorkflowModuleestablishesaprojectstructureformanaging
work-in-progressengineeringcontent.Masterdocumentsareavailableformaintenanceandoperationsinan
as-builtarea,whileworkingcopiesaremadeinprojectareas.TheBlueCieloMeridianAdvancedProject
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BlueCieloMeridianEnterprise2014User'sGuide
2
WorkflowModulealsoallowsyoutomanagemultipleconcurrentprojectsthatsharedocuments.Itprovidesa
waytomergedesignchangesintoanewversionofthemasterdocumentinacontrolledmannerandletsyou
handlesmallchangesaswellascomplexcapitalprojects,basedonpre-configuredprojectsandworkflowtem-
plates.Itsadvancedtoolsletyoucontrolandmonitorprojectprogress.
1.1.2
Understanding theMeridianAssetManagementModule
TheBlueCieloMeridianAssetManagementModuleenhances,automates,andstreamlinesassetoperations
throughouttheirlifecyclebylinkingthemwithengineeringcontentsuchasdrawingsandtechnicalspe-
cifications.Thisensurestheperformanceofmission-criticalassetsandavoidscostlyoperationaldisruptions.
Maintainingcontrolofandprovidingaccesstoup-to-datedocumentationiscrucialinallphasesoftheasset
lifecycle.ThemoduleallowsyoutointegratewithmaintenancemanagementsystemslikeMaximo,SAPPM,
Datastream,andUltimo,andwithFacilityManagementSystemslikeArchibusandFamis.
1.1.3
Understanding MeridianEmail Manager
TheMeridianEmailManagercanscananynumberofInternetMessageAccessProtocol(IMAP)-compatible
emailserversandautomaticallyimportemailmessagesandtheirattachmentsintorelatedfoldersinthe
Meridianvault.Itretrievesqualifyingemailsaccordingtoasetofconfigurablerules,forexample,byasso-
ciatingcertainkeywordsorphraseswithspecificprojectsandmetadata.
1.1.4
Understanding BlueCieloExplorer
BlueCieloExplorerprovidesarepositoryseparatefromtheengineeringproductionvaultandanew,dynamic
Webclientthatmakesitpossibletoprovideengineeringcontenttotherestoftheenterprise.TheExplorercli-
entprovidesextensivesearchcapabilitiesandletsyoupre-configureviews forbusiness-specificuseofthe
availabledata.Itletsyousearch,view,andprintdocumentsandexportqueryresultstoMicrosoftExcel.
1.1.5
Understanding MeridianFDA Module
TheMeridianFDAModuleaddsU.S.FoodandDrugAdministration21CFRPart11regulatorycompliance
featurestoMeridian.Itsadvanceddocumentcontroltoolsareusedbypharmaceuticalcompaniesthroughout
theprocessesofdocumentcreation,review,approval,revision,andarchiving.
1.1.6
Understanding MeridianGlobalCollaboration Framework
TheMeridianGlobalCollaborationFrameworkallowscompanieswithgeographicallyseparatedengineering
teamstocollaboratewitheachother,whileretainingtheirownseparateworkingenvironmentsandprocesses.
TeamscanexchangecontentrangingfromMicrosoftOfficedocumentsto2D/3DCADdrawingsandassem-
blies.Explorerexchangesmetadataandreferencestogetherwiththeengineeringcontenttopreserveessen-
tialrelationshipsbetweenindividualfiles.Built-inandcustomizablerulespreserveconsistencybetweenfiles,
assemblies,vaults,andsites.
1.1.7
Understanding MeridianPublisher
MeridianPublisherhelpsyoupublishengineeringdatamanagedbyMeridianEnterprisetoalternativeformats
inotherdocumentmanagementsystemsortheInternet.Itenablesthereliableandtimelyavailabilityofdoc-
umentsinothersystemssuchasDocumentum,FileNet,Livelink,SharePoint,AutodeskBuzzsaw,Lotus
Notes,webportals,oremail.
1.1.8
Understanding MeridianTransmittal ManagementModule
MeridianTransmittalManagementModuleregistersoutgoingandincomingpackagesofdocuments,called
transmittals.TheMeridianTransmittalManagementModuleprovidesfunctionalitytoeasilycreate
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BlueCieloMeridianEnterprise2014User'sGuide
3
transmittals,andtoupload/download,render,print,andimportdocumentsaspartsoftransmittals.Outgoing
andincomingtransmittalscaneasilybematchedandlinked.Thetransmittalalsocontainsatransmittalsheet
listingsender,recipient,andotherdata.TheMeridianTransmittalManagementModulerequiresMeridianPub-
lisherforrendering.
1.2
What’sinthisguide
ThisguidedescribestheuseofMeridianend-userapplicationstoperformeverydaydocumentmanagement.
MeridianserveradministrationisdocumentedintheBlueCieloMeridianEnterpriseAdministrator'sGuide.Con-
figurationofMeridianvaultsisdocumentedintheBlueCieloMeridianEnterpriseConfigurationGuide.
Thisguidedescribes:
High-levelconceptsemployedbyMeridian
Thecapabilitiesoftheclientapplications,PowerUserandMeridianWebClient
Howtobrowse,navigate,andsearchMeridianvaults
HowtouseMeridiantocreate,view,modify,redline,andprintdocuments
Howtouseworkareasandworkflowstomanagedocumentchanges
HowtheMeridianclientapplicationsintegratewithotherapplications
1.3
Whoshouldreadthisguide
Thisguideisintendedfordocumentcontrolstaff,documentationmanagers,authors,editors,reviewers,and
informationconsumerswhoarefamiliarwith,andhaveexperiencein:
Generalpersonalcomputingconcepts
Theuseofvariousdocumenttypesineverydaybusinesssituations
Basicdocumentcontrolmethodologiessuchasrevisioncontrol
TheWindows®operatingsystem,includingitsuseinanetworkenvironment
1.4
Understanding thetypographicconventions
Thetablebelowdescribesthetypographicconventionsusedthroughoutthismanual.
Convention
Example
Description
bold
File
Nameduserinterfaceelements:menuitems,button
names,dialogboxtitles,dialogboxoptions,icons,and
soon. 
italic
BlueCieloMeridian
EnterpriseAdmin-
istrator’sGuide
Namesofotherdocuments.
Typographicconventions
BlueCieloMeridianEnterprise2014User'sGuide
4
Convention
Example
Description
monospace
Document.DisplayName
Programmingcode,configurationfilesettings,andfile
systempathsandfoldernames.Alsouser-defined
codeelementsappearinginthenarrativetext.
light
blue
background
Call WinMsgBox
(“Hello, world!”)
Programmingexamplesthatincludesampledataand
arenotintendedtobeusedwithoutmodification.
bold
Document.Log(Line)
Namedcodeelements: events,procedures,functions,
objects,classes,methods,objectproperties,con-
stants,andsoonappearinginthenarrativetextexcept
user-definedcodeelements.Variablesandparameters
appearinitalictype.
italic
localworkspace
Introductionofanewtermanditsdefinition.Many
termscanalsobefoundintheGlossaryifoneis
includedintheguide.
boldmonospace
regsvr32 /u
Command-linecommandsandparameters.
defaultfont
F5,Ctrl+O
Keynames,combinations,andsequences.
italic
<DocumentName>
Placeholders
bold+blue
Note
Note Relatedinformationthatisnotdirectlyapplic-
abletotheadjacenttextormightbeusefulunder
uncommoncircumstances,supplemental,anaside.
Tip
Informationforintermediatetoadvancedusers
onhowtousetheadjacenttextinamoreefficientor
productiveway.
Warning
Informationthat,ifnotheeded,couldres-
ultinlostdataoraccidents.
bold
DisplayName
MeridianEnterprisepropertynames
Typographicconventions(continued)
1.5
Finding newfeaturesinthisrelease
FeaturesthatarenewtoaBlueCieloMeridianEnterprisereleaseareindicatedwithspecialiconsinthedoc-
umentationthataccompaniesthatrelease.Thenewfeatureiconsaredescribedinthefollowingtable.
BlueCieloMeridianEnterprise2014User'sGuide
5
Icon
Description
AppearintheonlinehelpContentstreetoindicatetopicsthatdescribeanynew
productfeatures.
NEW
Appearsnexttotextthatdescribesafeaturethatisnewinthisrelease.
Newfeaturesicons
Note    Theseiconsdonotindicatetheonlytextthatisnewinthisdocument.Neworchangedtextforexisting
featuresisnotindicatedbyanydistinguishingmarks.
1.6
Getting technical support
TechnicalsupportforBlueCieloproductsisavailablefromavarietyofsourcesifyouhaveanactivesupport
contract.Yourfirstsourceofsupportistheauthorizedcontactsdesignatedbyyourcompanytoparticipatein
thesupportcontract.TheyarethepersonsthatareresponsibleforresolvingproblemswithBlueCielosoftware
beforecontactingoutsidesourcesofsupport.IfyourcompanyworkswithaBlueCieloPartner,thatpartneris
yoursecondsourceofsupport.BlueCieloPartnersareresponsibleforprovidingtechnicalsupporttotheircus-
tomersinordertomaintaintheirstatusasBlueCieloPartners.BlueCielowillassistthepartnercompany,if
necessary,tohelpresolveyourproblem.IfyourcompanyisadirectBlueCielocustomer,yourauthorizedcon-
tactsmaycommunicatedirectlywithBlueCielotoresolveyourproblem.
BlueCieloPartnersanddirectcustomershaveaccesstoalloftheseBlueCielotechnicalsupportresources:
OnlineIssueRegistrationSystem–Aroundtheclocksupportissueentry,update,andstatus.
Knowledgebases–Continuouslyupdatedproduct-relatedproblemsolutions,hotfixes,andhow-toart-
iclesaboutadvancedtechniques.
FTP server–DownloadableversionsofallBlueCieloproductsandanuploadareaforfilestoassist
withproblemresolution.
Emailnotifications–Immediatealertstosupportissuestatuschangesandneworchangedknow-
ledgebasearticles.
Telephonesupport–Directaccesstohighlyqualifiedsoftwaresupportengineerswithextensive
experienceinBlueCieloproducts.
BlueCielocustomerforum–Onlineuser-leddiscussionsaboutBlueCieloproducts.
Theavailablesupportcontractoptions,terms,andotherdetailsaredescribedinthese documentsthatare
availablefromyourBlueCieloPartnerorontheBlueCieloextranet:
BlueCielo
Customer
Guide
to
Support
Services
(1
MB A4
size
PDF)
BlueCielo
Customer
Guide
to
Support
Services
(1
MB LTR
size
PDF)
BlueCieloMeridianEnterprise2014User'sGuide
6
2 UNDERSTANDING EDMPRINCIPLES
Engineeringdatamanagement(EDM)isagenerictermforawidevarietyoffunctions.Ingeneral,itisthepro-
cessofmanagingdocumentsthroughtheirlifecycle,frominceptionthroughcreation,review,storage,anddis-
tributionallthewaytoarchivingordestruction.Dependingonspecificrequirements,documentmanagement
isdifferentforeverycustomer.
Beforecomputertechnologybecamewidelyavailable,adocumentwasgenerallydefinedasapieceofpaper:
amemo,aletter,atransmittalnote,adrawing,oraninvoice.Thepaperpresentedinformation—usuallytext
andgraphics—forthepurposeofcommunication.InEDMadocumentisseenascontainingnumeroustypes
ofinformation:textandgraphicsaswellasdata,spreadsheets,CADdrawings,images,video,andvoice.
Documentsarevesselsforinformation.
Therearetwospecificwaysinwhichdocumentsareused:
Documentspresentinformation.
Documentsdevelopinformation.Forexample,amarketingmanagerwritesaproposalforaproduct,
andtheengineeringmanagerreviewsitandaddsinformation.ACADoperatoraddsdetailedspe-
cifications,andthemanufacturingmanagerusesthisinformationtobuildaviableproduct.Docu-
mentsarealsoattheheartofbusinessprocesses.Theyarethemeansofaccomplishingan
organization’sgoalsandobjectives.
UsingdocumentsinbothofthesewaysispartoftheEDMprocess,whichcanalso:
Provideaccesstoarchiveddocuments
Controltheproductionofnewdocuments
Modifyexistingdocuments
Meridianhelpsyoumanageyourdocumentsandtheirrevisionsandallowsyoutosharethemwithothers.
Meridianhelpsyouwith:
Documentmanagement:DocumentmanagementisbuiltintoMeridianwiththedesignteaminmind
andallowsmanytypesofdocumentstobemanagedindifferentways.Adocumentisdefinedbyits
businesspurposeinsteadofitsfileextension.Thismeansthatalthoughyourprojectmaycontain,for
example,a.dwgfile(anAutoCADdrawing),itcanalsocontainmanydifferenttypesofdrawingfiles.
Meridianallowsyoutomanageallofthesedifferentdrawingtypesintheirownuniquewayrelatedto
thebusinessmeaningofthedrawing.
Revisionmanagement:Extensivedocumentrevisionmanagementincludesalockfeaturethatpre-
ventsusersotherthantheeditorfromworkingonlockeddocuments.Severalpossiblerevisionscen-
ariosmayexist,dependingonhowyoursystemhasbeenconfigured.
Approvalandchangemanagement:Documentsmaygothroughanyofseveralpossibleworkflows
basedeitheronthedocumenttypeorthechangetype.Thissupportschangemanagementsothat
youcanadheretothebusinessprocessandqualityprocedures.
Alternatively,youcanmanagemanydocumentstogetherusingaworkarea,aseparateareareserved
foraspecificcollectionofworkthatcanrepresentaprojectoranengineeringchangeorder(ECO),or
usingprojectfolderswiththeoptionalAdvancedProjectWorkflowModule.
BlueCieloMeridianEnterprise2014User'sGuide
7
3 ABOUTMERIDIAN ENTERPRISE BASIC CONCEPTS
Theconcepts,features,andterminologydescribedinthissectionwillhelpyoufollowwhatcomeslaterinthis
guide.Takethetimetoreadandunderstandthissectionbeforereadingtherestofthisguide.
3.1
Understanding theMeridianclientapplications
TheclientsideofMeridianrunsonyourlocalcomputer.Itsapplicationscommunicatewiththeserverpro-
cessestoretrievedocumentsandinformationfromtheserver.Meridianallowsseveraltypesofclientsto
accesstheserver.ThefollowingfigureshowstheMeridianclientforuseinaLANenvironment.Itisdescribed
in“AbouttheMeridiandesktopapplication”onpage23.
ThefollowingfigureshowstheMeridianWebClient(MicrosoftInternetExplorer)foruseovertheInternet,
usingthecompany’sintranetorextranet.Itisdescribedin“AboutWebAccess”onpage51.
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