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TopreparetoworkofflinewithWebAccess:
1. InWebAccess,selectthedocumentsyouwanttoworkwithinOfflinemode.
2. Ifyouselectedonedocument,ontheDocumentmenu,selectDownloadDocument.Ifyouselec-
tedmultipledocuments,ontheSelectionshortcutmenu,selectDownloadDocuments.Thedoc-
umentsaredownloadedtoyourLocalWorkspace.
3. LogoffofWebAccess.
4. Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray.Ashortcutmenu
appears.
5. PointtoMode(Online) andselectOffline.
6.3.2
Working offlineorremote
YouworkofflineorremotefromwithinyourfavoriteeditingapplicationsjustasifyouwereinOnlinemodeby
usingApplicationIntegrationtoselectandsavevaultdocuments.Onedifferenceisthat,beforedisplayingthe
ApplicationIntegrationwindowwithaviewofthevault,ApplicationIntegrationpromptsyoutoselectaremote
vaultthroughWebAccess,similartothefollowingfigure.
Notes
YoumusthaveanactiveInternetconnectiontotheWebAccessservertoworkinOfflinemodeor
Remotemode.
Errorscanoccurifyoudownloaddocumentstoyourlocalworkspaceusing32-bitInternetExploreras
describedin“Preparingtoworkoffline”onpage87butlateropenthedocumentsforeditingina64-bit
application.Alwaysuseeitherthe32-bitor64-biteditionsofMeridiancomponentstogether,notamix-
tureofboth.
Tosynchronizethevaultwithyourlocalchanges,youmustreturntoOnlinemodeandeithersyn-
chronizeyourlocalworkspacemanuallyorwaituntilthenextautomaticsynchronizationoccurs.
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AnotherdifferenceisthattheApplicationIntegrationdialogsshowyouthestatusofvaultdocumentscom-
paredtotheinformationstoredonyourcomputerthathasnotyetbeensynchronizedwiththevault.Itshows
youthestatusbythecolorofthedocumentpropertiesinthenavigationviews.
Themeaningsofthecolorsaredescribedinthefollowingtable.
Option
Description
Black
Thedocumentisreleasedandsynchronized.
Blue
Thedocumentischeckedouttoyouandsynchronized
Red
Thedocumentischeckedouttoyoubutnotyetsynchronizedwiththevault.
Green
Thevaultdoesnotcontainanyinformationaboutthedocumentandisnotyetsynchronized.Itis
eithernewonyourcomputer,deletedfromthevault,ornewinthevaultbutthereisnooffline
informationaboutthedocumentonyourcomputer.
Offlinemodecolors
ReferencesynchronizationinOfflinemodehascertainconstraints:
Referenceresolutionisfullysupportedforthereferenceddocumentsthatarecachedinthesamecon-
text(MainAreaofthevaultorWorkArea)intheLocalWorkspace.Thisincludesresolutionofexisting
referencesandcreationofnewoutgoingreferencesalsocachedinthelocalworkspaceinthesame
context.
Cross-contextreferenceresolutionisalsosupportedforexistingreferences,butonlyintheonedir-
ection:fromadocumentinaWorkAreatothesubmitteddocumentintheMainArea.Cross-context
referenceresolutionisnotsupportedfornewlycreatedreferencesinOfflinemode.
Toswitchtomodes:
1. Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray.Ashortcutmenu
appears.
2. PointtoMode(<CurrentMode>)andselectadifferentmode.
NEW
 TohelpyourecognizethecurrentmodewhenyouworkwiththeApplicationIntegrationdialogs,an
iconattherightendofthetoolbarindicatesthecurrentmode.Theiconsaredescribedinthefollowingtable.
Icon
Description
Onlinemode
Remotemode
Offlinemode.ThedialogboxtitletextreadsOpenfromlocalcacheof<Vault>on
<LocalComputerName>.
ApplicationIntegrationmodeicons
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6.3.3
Creatingnewdocuments
YoucreatedocumentsinOfflinemodebysavingtheminyourlocalworkspaceinsteadofsavingthemina
vault.Youcanuseanyfilenameyouwant.Whenthelocalworkspaceissynchronizedwiththevaultlater,the
newdocumentswillbeuploadedtothevaultforyouautomatically.
Note    AttachingnewpartstoahybriddocumentinOfflinemoderequiresthatthemaindocumentalready
existinthevaultandthepartdocumentisnewanddoesnotyetexistinthevault.
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7 ABOUTLOCAL WORKSPACES
Localworkspaceisthenameoftheareaonyourcomputer’sharddiskwhereMeridianEnterprisecopiesvault
documentswhenyouvieworedittheminaworkflow.MeridianEnterprisealsocopiesallreferenceddoc-
umentstoyourlocalworkspaceread-only.Thisprocessissimilartothewaywebbrowserscachewebpages,
images,andothercontenttoimproveperformance.Localworkspacesespeciallyimprovetheperformanceof
workingwithlargefilesandassemblies.Unlikewithawebbrowser,however,youcaneditdocumentsinyour
localworkspaceandevenaddnewdocuments.Thekeytothisabilityissynchronization.
ThelocalworkspaceisautomaticallysynchronizedwiththevaultbyApplicationIntegrationwhileyoucon-
tinuetowork.MeridianEnterprisedoesthetediousjobofkeepingtrackofwhichfilesarenewer,whichfiles
areunderchangeandbywhom,andwhichvaultfilesshouldbeupdatedfromthelocalworkspacecopies.
Vaultsynchronizationcanbeconfiguredtooccurperiodicallyoryoucanrunitmanually,ifneeded.
Note    Whichfilesaresynchronizedtothevaultaredetermined,inpart,bytheAMFSfilefiltersthatarecon-
figuredforthevaultbyasystemadministrator.Iffileswithaparticularextensionaremissingfromthevault
butarepresentinthelocalworkspace,consultasystemadministratortoseeiftheyarebeingexcludedbya
filefilter.
Bydefault,alldocumentscopiedtolocalworkspaceareread-only.WhenyouruntheOpeninApplication
commandwithinoneoftheMeridianEnterpriseapplications(oruseApplicationIntegrationfromwithinother
applications),thelocalworkspacecopyisdetected,madewritable,andopenedintheapplication.Whensyn-
chronizationoccursyoucheckthedocumentsbackin,anydocumentsthathavebeenchangedandhavebeen
submittedorreleasedinworkflowsareuploadedtoreplacethevaultcopies,andthelocalcopyissettoread-
onlyagain.
Localworkspaceusesalimitedamountofdiskspace.Asmoredocumentsaredownloadedandthislimitis
reached,theoldestdocumentsthatareread-only(andtheirparentfolders,ifempty) areautomaticallydeleted
untilsufficientspaceisfreedfornewerdocuments.Theleastrecentlyusedfilesaredeletedfirst.Thisdisk
managementhappensinthebackgroundwithoutyourintervention.Nodocumentsthatarebeingeditedare
deleted.
Note    Somedocumentsmayresideinfoldersthatareconfiguredtouseasharednetworkfolderasawork-
spaceinsteadofyourlocalworkspace.Forinformationaboutworkingwithdocumentsinsharedworkspace
folders,see“Workingwithsharedworkspacefolders”onpage181.
7.1
Configuring local workspace
Youcanconfigurenumerousoptionsthatcontrolthewaylocalworkspacebehaves.
Toconfigureyourlocalworkspaceoptions:
1. Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray,pointtoLocal
Workspace,andselectOptions.TheLocalWorkspaceOptionsdialogboxappears.
2. SelectoptionsusingthedescriptionsinthefollowingtableandclickOK.
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Enabled
Selectthisoptiontoenablelocalworkspacesynchronizationinthebackgroundwhile
youwork.Ifthisoptioniscleared,changedandnewdocumentswillnotbesyn-
chronizedtothevault.
Startsyn-
chronization
every
Theintervalinminutesbetweensynchronizationattempts.Reducethisintervalifother
usersneedtoseeyourchangessooner.Increasethisintervaliftherearemanyusers
onthesystem,AMFSisdisabledforthevault,andperformanceislow.Thedefaultis
every30minutes.
UseinOffline
mode
Enablethisoptiontosynchronizethevaultwhileyoucontinuetoworkoffline.
Synchronize
recently
accessedwrit-
abledocuments
only
Skipssynchronizationofchangeddocumentsthatarenotwritable,suchasanydoc-
umentsthatarestillopeninotherapplicationsthatopendocumentsinexclusivemode.
Diskspaceon
driveC:
Theamountofdiskspaceused,free,andusedbyLocalWorkspace.
Maximum
amountofdisk
spacetousefor
LocalWork-
space
Theamountofdiskspaceusedforlocalworkspacecanaffectsystemperformance.
Themoredocumentsthatarestoredthere,themoredocumentsMeridianEnterprise
mustcompareagainstthevaultcopies.Setthisoptiontothelowestsizethatretains
thedocumentsyouareactivelyworkingon.Thedefaultis750MB.
Local workspaceoptions
7.2
Manuallysynchronizing theLocal Workspace
Youcanmanuallysynchronizethevaultfromyourlocalworkspacewhenevernecessary,suchasaftercom-
pletingchangestoanimportantdocumentthatneedssomebody’simmediateattention.Youdonothaveto
waituntilthenextautomaticsynchronizationtakesplace.
TomanuallysynchronizefromwithinPowerUserwhileworkinginOnlinemode:
1. OntheDocumentmenu,selectSyncWorkspace.
Or
1. ClickthedocumenticonontheDocumentpropertypage.TheAdvancedDocumentInformation
dialogboxappears.
2. ClicktheLocalWorkspacetab.
3. ClickSynchronize.
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TomanuallysynchronizewhileworkinginOfflinemode:
Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray,pointtoLocal
Workspace,andselectSynchronizeNow.
Warning    WhenusingOfflinemode,besuretosynchronizeyourlocalworkspacebeforeswitchingbackto
Onlinemode.Failingtodosocancompromisetheintegrityofdocumentreferences.InOfflinemode,ref-
erencesareupdatedtolocalworkspacelocations.Synchronizationcorrectsthereferencelocationinformation
sothatthereferenceswillworkcorrectlyfromwithinthevault.
7.3
Locking andunlockingdocuments
Undersomecircumstances,suchaswhencheckedouttoabriefcase,documentsarelockedtopreventmodi-
ficationorcopying.YoucanmanuallylockadocumenttokeepitinyourLocalWorkspace.
Adocumentthatislockedinanotheruser’slocalworkspacemayneedtobemanuallyunlockedsothatitcan
beeditedelsewhereorbyanotheruser.Thisisespeciallyusefulifauserhastoworkonadifferentcomputer
thanwherethedocumentiscurrentlylocked.Thedocumentcanbeunlocked(andsynchronizedtothevault
automatically)fromthefirstcomputer;thentheusercanstartworkingonthesecondcomputer,andthevault
document(nowuptodate)willbecopiedtothesecondcomputer.
Tolockadocument:
1. ClickthedocumenticonontheDocumentpropertypage.TheAdvancedDocumentInformation
dialogboxappears.
2. ClicktheLocalWorkspacetab.
3. ClickLock.
Thisisonlypossiblewhenadocumentiseditablebutnotyetlocked.
Tounlockadocumentthatislockedinanotheruser’sLocalWorkspace,consultasystemadministrator.
7.4
Resolving local workspaceconflicts
Alocalworkspaceconflictoccurswhenthereisadiscrepancybetweenthelocalworkspacecopyofadoc-
umentandtheversioninthevault.ThismostoftenhappenswhenanewdocumentisaddedtotheLocalWork-
space.ItcanalsohappenifalocalworkspacecopyismodifiedwithoutusingMeridianinanyway,suchas
withtheOpeninApplicationcommandorwithApplicationIntegration.Whenconflictsoccur,Meridian
needsyoutodecidehowtoresolvethem.
Ifthelocalworkspacelockedcopyisnewerthantheunlockedvaultcopy,thevalueoftheLocalcopyprop-
ertyontheDocumentpropertypageisdisplayedinred.Whensynchronizationtakesplace,theconflictisdis-
playedasaballooninthesystemtray,andtheBlueCieloApplicationIntegrationicon
inthesystem
trayflashes.
Toresolvetheconflict:
1. Right-clicktheBlueCieloApplicationIntegrationiconinthesystemtray.PointtoLocal
WorkspaceandclickViewLog.TheBlueCieloLocalWorkspacedialogboxappears,similarto
thefollowingfigure.
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2. Right-clicktheconflictingdocumentinthelowerpaneandselectanoptionfromtheshortcutmenu.
Thefollowingtabledescribeseachoption.
Command
Description
Compare
Displaysthedifferencesbetweenthelocalworkspaceandvaultcopiessothatyou
canchoosewhichrevisionofthedocumenttokeep.
DeletefromWork-
space
Removesthelocalworkspacecopy.
Import
Importsthelocalworkspacedocumentintothevault.
OpenParent
Folder
Opensthelocalworkspacesubfolderthatcontainstheconflictingdocument.
Remove
Clearstheerrormessagefromthelog.Iftheconflictpersists,theerrormessagewill
reappear.
RemoveAll
Clearsallerrormessagesfromthelog.Iftheconflictspersist,theerrormessageswill
reappear.
Local workspaceconflictresolutionoptions
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Command
Description
UpdateLocal
Workspacefrom
vault
Overwritesthelocalworkspacecopyfromthevault.Allchangesmadetothelocal
workspacecopyofthedocumentarelostandtheread-onlyattributeisreapplied.
Updatevaultfrom
LocalWorkspace
Uploadsthelocalworkspacedocumenttothevault.Youcanupdatethevaultcopy
onlyifyouarethecurrentTo-Doperson.
View
Displaysthelocalworkspacecopyofthedocumentinanewviewerwindow.
Local workspaceconflictresolutionoptions(continued)
7.5
Local workspace logtoolbardetails
Thelocalworkspacelogwindowfeaturesatoolbarsimilartothefollowingfigure.
Thefollowingtabledescribeseachbutton.
Button
Command
Description
SyncAllin
LocalWork-
space
Synchronizesalldocumentsinlocalworkspacewiththevaultregardlessoftheir
status.
Warning    Thiscantakealongtimedependingonthespeedofyourconnection
totheMeridianserverandthesizeofyourLocalWorkspace.
Sync
Recently
Accessed
Onlysynchronizesdocumentsinthelocalworkspacethathavebeenmodified
sincethelastsynchronization.
StopSync
Stopsthecurrentsynchronizationprocess.
ClearLog
Clearsallconflictmessagesfromthelog.
Tracesuc-
cess
Displayonlymessagesofsuccessfulsynchronization.Thesewillbeindicated
withagreencheckmarkicon.
Trace
information
Displayonlyinformationmessages.Theseareindicatedwithablueiicon.For
example,whenyouhavesavedadocumentdirectlytotheLocalWorkspace,the
errormessagewillbe“Norelateddocumentinthevault.”
Tracewarn-
ings
Displaywarningmessages.Theseareshownwiththeyellow!icon.Forexample,
ifyouhavetriedtobypassthesystembymanuallyremovingtheread-onlyflagon
thedocumentinthelocalworkspaceandthenyoueditit,youwillseethemes-
sage,“Thisfileismodifiedoutsideofthevault.”
Local workspacelog toolbarbuttons
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Button
Command
Description
Trace
errors
Displayonlyerrormessages.Theseareshownwiththerediicon.
OpenLocal
Workspace
OpensthelocalworkspacefolderinWindowsExplorer.
IndicatessynchronizationactivitybetweenthevaultandLocalWorkspace.
Local workspacelog toolbarbuttons (continued)
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8 ABOUTNAVIGATION VIEWS
Navigationviewsaredifferentwaysofviewingavaultfordifferentpurposes.Eachviewdisplaysdocuments
organizedinahierarchicaltreestructurelikeWindowsExplorer,similartothefollowingfigure.Thetreestruc-
tureisdeterminedbyapredefinedsetofproperties.YoucanuseNavigationviewstofindandselectdoc-
umentsaccordingtothepropertyvaluesofthedocuments.Navigationviewshelpyoutofinddocuments
basedonwhateverinformationyouknowaboutthedocumentsthatyouwanttofind.Findingdocumentswith
Navigationviewsisoftenquickerandeasierthanfindingdocumentsbysearching.AllNavigationviewsdis-
playonlythelatest,releasedrevisionofdocuments.Statusiconsattheleftedgeoftheviewsshowthecur-
rentworkflowstatusofdocuments.Fordescriptionsofthepossibleicons,see“Navigationviewicons”on
page101.
Forexample,allvaultshavethefollowingfiveviewsavailablebydefault:
Documents you may be interested
Documents you may be interested