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BlueCieloMeridianEnterprise2014User'sGuide
108
9.3.4
Referencesoptions
TheReferencestaboptionsdeterminewhichdocumentsthatarerelatedtodocumentsinthesearchresults
willalsoappearinthesearchresults.TheReferencestabisonlyavailablefordocumentsearches.Thefol-
lowingtabledescribestheseoptions.
Option
Description
Includedocumentsbyreference
Includesdocumentsbyreferenceinthesearchresults.
Includedocumentsreferencedby
thefounddocuments
Includesonlydocumentsthatarereferencedby(outgoingref-
erences)documentsinthesearchresults.
Includedocumentsthatreference
thefounddocuments
Includesonlydocumentsthatreference(incomingreferences)doc-
umentsinthesearchresults.
Includeboth
Includesalldocumentswithreferencestodocumentsinthe
searchresults.
Recursively
Includesalldocumentscontiguouslyassociatedbyanytypeofref-
erences.
Restricttothefollowingreference
type
Includesonlydocumentswithreferencesoftheselectedtype.
Includedrawingandpresentation
files
IncludesAutodeskInventordrawingandpresentationfilesinthe
searchresults.
Includehybridparts
Includeshybridpartsinthesearchresults.
Referencesoptions
9.3.5
SearchSettingsoptions
TheSearchSettingstaboptionsletyousaveandloadthesearchsettingsonallofthetabsintheFinddialog
box.Thiscanbeusefultoreuseandsharecomplicatedsearches.Thefollowingtabledescribesthese
options.
NoteBydefault,yourprevioussearchsettingsarereloadedautomatically.Todisablethisfeature,seethe
noteabouttheKeepSearchSettingsregistryvaluein“UsingFind”onpage104.
Option
Description
Load
Clicktoloadpreviouslysavedsearchsettings.
Save
Clicktosavethecurrentsearchsettingswithanamethatyouspecify.
Delete
Clicktodeletetheselectedsearchsettings.
SearchSettingsoptions
9.4
Working withcollections
AMeridiancollectionisasetofdocumentsthatcanbecreatedforvariouspurposes,reused,edited,and
optionallysharedwithotherMeridianusers.MeridianallowsyoutosavetheresultsofaFindsearchasa
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BlueCieloMeridianEnterprise2014User'sGuide
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collection.YoucanthenusethecollectionwithmostMeridiancommandssuchasBuildReport,DraftPrint,
andworkflowtransitions.
Collectionscanbeoftwotypes:
Static:Asavedlistofdocumentnames.Astaticcollectioncanbecreatedasanew,emptylistor
withtheresultsofasearch.Individualdocumentscanthenbemanuallyaddedtothecollectionand
selecteddocumentsremovedfromthecollection.Newdocumentsthatarecreatedandthatalso
matchthesearchcriteriaarenotautomaticallyaddedtothecollection.EveryMeridianuserhasaper-
manent,personalstaticcollectionnamedMySearchResultsthatcanbereusedandtowhichthe
resultsofothersearchescanbeadded.
Dynamic:Savedsearchcriteria,notthesearchresults,aresavedandthenre-evaluatedwhenyouor
othersviewthecollection.Newdocumentsthatarecreatedandthatalsomatchthesearchcriteria
areautomaticallyaddedtothecollection.Non-matchingdocumentscannotbemanuallyaddedtothe
collection.Adynamiccollectioncanbesharedwithotherusers,usedasthescopeforsystemadmin-
istrator-definedreports,andusedasastartingpageforread-onlyWebAccessusers.
Notes
OnlytheFindsearchmethodsupportssavingsearchesascollections.
Asearchthatincludesresultsfromothervaultscannotbesavedasacollection.
Workingwithcollectionsisdescribedinthefollowingtopics.
9.4.1
Viewing acollection
CollectionsappearinMeridianasaviewintheViewslist,similartoNavigationviews.
Toviewacollection:
Inthecontextbar,clicktheviewbuttonandthenclickthenameofthecollectionthatyouwantto
view.ThecollectioncontentsappearintheNavigationviewpane.
OR
OntheViewmenu,pointtoChangeView,andclickthenameofthecollectionthatyouwanttoview.
ThecollectioncontentsappearintheNavigationviewpane.
Note    Collectionscreatedinadifferenttimezoneandbasedonsearchcriteriathatincludealiteraldatecom-
parisonmayshowunexpectedresults.Thisisbecauseofthedifferenceintimezonesbetweenwherethecol-
lectionwascreatedandwhereitisviewed.Datecomparisonsthatusevariableslike%CURRENTDATE%
arenotaffected.
Tip    CollectionviewscanbefilteredandmanipulatedlikeotherNavigationviewsasdescribedin“Working
withNavigationviews”onpage99.
9.4.2
Creatingandediting acollection
Youcancreateacollectionaseitheranew,emptylistorfromtheresultsoffirstsearchingfordocuments.
Note    Usecautionwhencreatingcollectionsinonetimezonethatmaybeviewedinadifferenttimezone.If
thesearchisbasedoncriteriathatincludesaliteraldatecomparison,thecollectionmayshowunexpected
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BlueCieloMeridianEnterprise2014User'sGuide
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results.Thisisbecauseofthedifferenceintimezonesbetweenwherethecollectionwascreatedandwhereit
isviewed.Datecomparisonsthatusevariableslike%CURRENTDATE%arenotaffected.
Tocreateanemptycollection:
1. OntheVaultmenu,clickCollections.TheCollectionsin<VaultName>dialogboxappears.
2. Inthetoolbar,clicktheNewstaticcollectionbutton
.AcollectionnamedNewCollectionis
addedtothelistandthenameiseditable.
3. TypeanameforthenewcollectionandpressEnter.
Tocreateacollectionfromsearchresults:
1. RunasearchusingFindasdescribedin“UsingFind”onpage104.
2. TosavetheresultsasyourMySearchResultsstaticcollection,clickSave.Thedocumentsmay
thenbemanipulatedintheNavigationviewinsteadofintheFinddialog.Thecollectioniscreatedifit
doesnotyetexistorisoverwrittenifitdoesexist.
ToaddtheresultstoyourexistingMySearchResultscollection,clickthearrowheadandselect
AddtoMySearchResultsorAddtoMySearchResultsandclose.
Note    IndividualdocumentsandfoldersmayalsobeaddedtoyourexistingMySearchResultscol-
lectionbyclickingAddtoMySearchResultonthedocumentshortcutmenu.
3. Tosavetheresultsasanewstaticordynamiccollectionwithadifferentnameortoaddorremoveit
fromitanexistingstaticcollection,clickSaveAs.TheSaveSearchdialogboxappears.
4. Clickoptionsortypevaluesusingthedescriptionsinthefollowingtable.
Option
Description
Createstaticcol-
lectionwithname
Typeadescriptivenameforthenewcollection.
Createdynamic
collectionwith
name
Typeadescriptivenameforthenewcollection.
Availableforall
users
Enablethisoptiontomakethiscollectionavailabletootherusers,toselectitasthe
scopeofareportdefinition,orasastartingpageforread-onlyWebAccessusers.
Advanced
Displaysadditionaloptionstoaddorsubtracttheresultsfromanexistingstaticcol-
lection.Enabledonlyifoneormorestaticcollectionsexist.
Savedsearchoptions
5. ClickOK tosaveyourchanges.
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BlueCieloMeridianEnterprise2014User'sGuide
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Toadddocumentstoanexistingcollection:
1. Selectthedocumentsthatyouwanttoaddtothecollection.
2. OntheDocumentmenu,clickAddtoCollection.TheCollectionsin<VaultName>dialogbox
appears.
3. Inthecollectionlist,clickthenameofthecollectiontowhichyouwanttoaddtheselecteddoc-
umentsandclickOK.Thedocumentsareaddedtotheselectedcollection.
Toremovedocumentsfromanexistingcollection:
1. Openthecollectionfromwhichyouwanttoremovedocumentsasdescribedin“Viewingacollection”
onpage109.
2. Selectthedocumentsthatyouwanttoremovefromthecollection.
3. OntheDocumentmenu,clickRemovefromCollection.Theselecteddocumentsareremoved
fromtheactivecollection.
9.4.3
Configuring adynamiccollection
Becauseadynamiccollectionsavesthecriteriaofasearchandnotthesearchresults,youcanlateredit
thosecriteriatomodifythesearchresults.Youcanalsoconfigureotherfeaturesofasaveddynamiccol-
lectionforusebyread-onlyWebAccessusers.
Toconfigureadynamiccollection:
1. SelectanexistingdynamiccollectionfromtheNavigationviewslistintheshortcutbarorthecurrent
viewbutton.
2. Selecttherootnodeofthecollection.Propertypagesofthecollectionappearinthepropertiespane.
3. Tomodifythesearchcriteria,selectoptionsontheGeneral,PropertyFilters,andReferencestabs
asdescribedin“What&Whereoptions”onpage105,“MoreCriteriaoptions”onpage106,and“Refer-
encesoptions”onpage108respectively.
4. Tochangethecolumnsthataredisplayedbythecollection,ontheColumnstab,addcolumnstothe
Displayedcolumnslistandarrangetheirorderwiththearrowbuttons.Thetoptobottomorderofthe
columns(properties)ontheColumnstabdeterminesthelefttorightorderofthecolumnsinthecol-
lectionview.
5. Toconfigurethecollectionforread-onlyWebAccess,ontheCustomFindtab,selectoptionsand
typetextusingthedescriptionsoftheoptionsinthefollowingtable.
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Makethis
query
available
toWeb
Access
users
Enablethisoptiontomakethecollectionaccessiblebyread-onlyWebAccessusersviaa
URL.ForinformationonthesyntaxoftheURL,consultasystemadministratororreferto
BlueCieloMeridianEnterpriseAdministrator’sGuide.
Caption
Typeadescriptivenametodisplayasthepagecaption.Thisnamewillhelpuserstorecognize
whatthecollectionrepresents.
Sort
search
results
on
Selectapropertytosortthecollectionon.Bydefault,itissortedontheNameproperty.
Quick
Search
EnablethisoptiontodisplaytheNameandQuicksearchoptionsontheFindpageinaddi-
tiontothecollection’ssearchcriteria.
Show
property
filters
Enablethisoptiontoallowuserstoseethepropertyfiltersthatcomprisethecollection’s
searchcriteria.
Allow
userto
editthe
condition
and
value
Enablethisoptiontoallowuserstoselectothersearchconditionsandtypeothersearchval-
uesthanthosethatdefinethecollection’ssearchcriteria.
Note    WhenthisoptionandtheMakethisqueryavailabletoWebAccessusersoptionare
enabled,youmightseedifferentresultsinWebAccessthaninPowerUserwhenyouinitially
viewthiscollection.Thisisbecauseitisassumedthatyouwilleditthesearchcriteriafirst
beforerunningthesearch.Criteriaotherthanthepropertiesandname(forexample,folderand
objecttypefilters) areignoredwhenthecollectionisfirstshown.
CustomFindoptions
9.4.4
Deletingacollection
Deletingacollectiondeletesthedocumentlistorsearchcriteriathatdefinethecollection’sview.Itdoesnot
deletethedocumentsthemselves.Todeletethedocumentswithinacollection,see“Deletingandundeleting
documentsandfolders”onpage144.
Note    Beforedeletingadynamiccollection,resolveanydependenciesonthecollectionsuchasreportdefin-
itionsandread-onlyWebAccessstartpages.
Note    TheMySearchResultscollectioncannotbedeleted.Toreplaceitscontents,savetheresultsofa
newsearchtothecollectionasdescribedin“Creatingandeditingacollection”onpage109.
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BlueCieloMeridianEnterprise2014User'sGuide
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Todeleteacollection:
1. OntheVaultmenu,selectCollections.TheCollectionsin<VaultName>dialogboxappears.
2. SelectthecollectionthatyouwanttodeleteandclicktheDeletebutton
.Aconfirmationdialog
boxappears.
3. ClickYes.Thecollectionisdeleted.
4. ClickCanceltoclosethedialog.
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10 WORKINGWITH DOCUMENTS
Meridianmakesworkingwithdocumentseasy.EverythingyoucandowithafileinWindowsExplorer,you
candoinMeridian,andmuchmore.Meridiantakescareofthetediousorganizing,tracking,andstand-
ardizationofdocumentsandletsyouconcentrateonusingdocumentsinyourbusiness.
Youcanjustaseasilyworkwithdocumentsfromwithinyourfavoriteeditingapplications.Formoreinform-
ation,see“AboutApplicationIntegration”onpage84.
Tip    AlmosteverythingyoucandowithonedocumentinMeridian,youcandowithaselection(batch)ofdoc-
uments.Allyouhavetododifferentlyistoselectthedocumentsthatyouwanttoworkwithbeforeexecuting
thecommand.
10.1
Viewingdocuments
MeridianEnterpriseincludestheAutoVue2DProfessionalviewerdevelopedbyOracle,Inc.forviewingdoc-
uments.Itistheeasiestwaytoviewyourdocuments.YoucanviewdocumentsinAutoVuewithoutthedoc-
umentʹsnativeapplicationinstalled.Theviewerpanedisplaysbuttonsinatoolbarthatyoucanusetoview
documentsinvariouswaysandinspectthem.Dependingonyoursecuritypermissions,youmayalsobeable
todraftprintorredlinedocuments.Regardlessofwhatyoudointheviewerpane,itwillnotchangethedoc-
ument—allvieweractionsareeithertemporaryoraresavedelsewhere.
For3Dviewing,AutoVue3DProfessionalAdvancedisavailablefromBlueCieloECMSolutionsasanextra
costoption.Bydefault,MeridianEnterpriseusestheAutoVueDesktopversion.TheAutoVueClient/Server
versioncanalsoinstalledasdescribedinBlueCieloMeridianEnterpriseAdministrator'sGuide.
Notes
AftertheAutoVue3DcomponentsareinstalledonyourcomputerandtheAutoVue3Dlicensesare
registeredontheserver,anAutoVue3Dlicensewillbeusedwheneveryouviewdocumentsin
AutoVueregardlessofthetypeofdocument,2Dor3D.AlicensewillalsobeusedforAutoVueCli-
ent/Serverifitisconfigured.
IfyoursystemisconfiguredtouseAutoVueClient/Server,youmightbepromptedforyourusername
andpasswordthefirsttimethatyouviewadocumentforeachMeridianEnterpriseclientsession.
Oracle,Inc.mayaddorremovefileformatsineachreleaseofthesoftwareatitsdiscretion.
AlldocumentationforAutoVueproductsisavailableintheMeridianEnterprisedistributionpackageandatthe
Oracle
website
.ThisincludestheOracleAutoVueUserʹsManualinseverallanguagesandaSupportedFile
Formatsdocumentthatliststhesupportedfileformats.
ToinstallaviewerforafileformatthatisnotsupportedbyAutoVue,see“Installingthird-partyviewers”on
page118.Touseadifferentviewerforaparticularfileformat,see“Changingviewers”onpage118.
ToviewadocumentinPowerUser:
1. Clickthedocumentnameinanynavigationview.
2. IftheViewerpaneisnotvisible,clicktheShoworHideviewertoolbutton
ordouble-clickthe
thumbnailimage.
Thedocumentappearsintheviewerpane.
BlueCieloMeridianEnterprise2014User'sGuide
115
OR
1. Clickthedocumentnameinanynavigationview.
2. OntheDocumentmenu,clickView.Thedocumentappearsinanewwindow.
ToviewadocumentinWebAccess:
1. Clickthedocumentnameinanynavigationview.
2. Clickthethumbnailimage.Theviewerpageappears.
OR
2. OntheDocumentcontextmenu,clickShowDocument.
Theviewerpageappears.
Theviewerinfobarisshowninthefollowingfigure.Itdisplaysinformationaboutthedocumentthatisshown.
Theiconsontheinfobararedescribedinthefollowingtable.
Number
Description
1
Native/renditiontoggle–Clicktotoggletheviewerbetweenshowingthenativefileandtherendi-
tionifitexists.
2
Redlinesicon–Hoverthepointerovertheicontoseewhetherthenativefileortherenditionor
bothfileshaveredlines.
3
Fileicon
4
Filename
Infobaricons
10.1.1
Settingprintingoptions
ThedesktopversionsoftheAutoVueviewersareintegratedwithMeridianEnterpriseinsuchawaythatnotall
ofthefunctionalityofthedesktopversionsoftheviewersisaccessibleinMeridianEnterprise.Anexampleof
thisisprintingoptions.MeridianEnterpriseprovidesaccesstothebasicprintingoptionsbuttheAutoVueview-
erssupportmoreoptionsthanareshown.
TheseoptionsmaystillbeusedwithMeridianEnterprisebyspecifyingtheoptionsintheAutoVuecon-
figurationfilesasdescribedin"AutoVueXINI File","PenMappingOptions",and"PrintingOptions" inthe
OracleAutoVue,Desktop VersionInstallationandAdministrationManualthatcanbedownloadedfromthe
Oracle
website
andisavailableinthedistributionpackage.
BlueCieloMeridianEnterprise2014User'sGuide
116
ThedefaultlocationoftheAutoVueʹsAVX.inifileinstalledandusedbyMeridianEnterpriseis:
C:\Users\<UserName>\AppData\Roaming\Cyco\AutoManager View Control2
ThedefaultlocationoftheAutoVuepenmappingfilesinstalledandusedbyMeridianEnterpriseis:
C:\Program Files\Common Files\Cyco Shared\AutoVue
10.1.2
Abouthotspots
Ahotspotdefinesarectangularareainonedocumentthatishyperlinkedtoanotherdocument.Whenyouclick
insidethehotspot,theviewershowsthehyperlinkeddocument.Thiscanbeusefulforlinkinganytypeofhier-
archicaldocumentset: overviewmapstodetailedmaps,assemblydrawingstosubassemblyorpartdraw-
ings,siteplanstobuildingplans,schematicdiagramstodetaildiagrams,andsoon.Thismakesiteasyto
navigatebetweendocumentsgraphicallyinsteadoftextually(bynameorotherproperties).
Note    Hotspotinformationisstoredseparatefromthedocumenttowhichitrefers.Ifthescaleorcoordinate
spaceofadocumentischanged,thehotspotinformationisnotchangedaccordinglyandmustbemanually
updated.
Hotspotscanbecreatedmanuallyorautomatically.Adocumentmaycontainanunlimitednumberofhot-
spots.Textforreferencecanalsobeassignedtoahotspotsimilartothememoorstickynotesfeaturesin
otherapplications.HotspotsmaybecreatedfortheDWG,DGN,TIFF,andPDF fileformats.
Note    HotspotscanbegeneratedautomaticallyfordrawingtagsandlinkedtotagobjectsbytheMeridian
AssetManagementModule.Onlytheblocksthathavebeenconfiguredfortagextractionbyasystemadmin-
istratorwilldisplaydrawingtaghotspots.ThisfunctionalityisnotsupportedbyAutoVueClient/Server.
10.1.2.1 Creatingandediting hotspots
Youcreatehotspotsintheviewerwindowtonavigatequicklytorelateddocumentsorobjectsortoshow
relatedtext.
Beforeyoubegin
CreatingandeditinghotspotsrequiresthatoneoftheAutoVueviewersbetheactiveviewerfortheselected
document.Forinformationonconfiguringtheviewerfordifferentfileformats,seethe“Changingviewers”on
page118.
Note    ViewingandnavigatinghotspotsissupportedinWebAccess,butcreatinghotspotsisnotsupported.
Tocreateahotspot:
1. Whileviewingthedocumentwithinwhichyouwanttocreateahyperlink,clicktheEditHotspotsbut-
ton
.Thehotspottoolbarappears.
2. ClicktheNewbutton
.Thecursorchangesshapetocrosshairs
.
3. Clickanddragarectangleinthedocumenttospecifythehotspotoutline.Ashadedrectanglewith
squaregripsappears.
4. ClicktheSetInfobutton
.TheHotspotInformationdialogboxappears.
BlueCieloMeridianEnterprise2014User'sGuide
117
5. Clickthebrowsebutton
.TheSelectDocumentsdialogboxappears.
6. SelectadocumenttolinktothehotspotandclickOK.Thepathandfilenameoftheselecteddoc-
umentappearsintheHotspotInformationdialog.
7. TypeoptionaldescriptivetextinDescription.
8. ClickOK tosaveyourchanges.
9. ClicktheEditHotspotsbutton
againtohidethehotspottoolbar.
Toeditahotspot:
ClicktheEditHotspotsbutton
.Thehotspottoolbarappears.Allexistinghotspotsappearas
shadedrectangles.
Tomoveahotspot:
1. Movethecursorintothehotspotuntilthecursorbecomesafour-sidedarrow
.
2. Clickanddragthehotspottothenewlocation.
Toresizeahotspot:
1. Movethecursoroverthegripclosesttothepartofthehotspotthatyouwanttoresizeuntil
thecursorbecomesatwo-sidedarrow
.Thearrowheadsindicatethedirectionsinwhich
youcanresizethehotspotwiththeselectedgrip.Ifyouwanttoresizethehotspotinadif-
ferentdirection,movethecursoroveradifferentgrip.
2. Clickanddragthegriptoresizethehotspotintotheshapeandsizethatyouwant.
Toeditthehotspothyperlinkinformation:
Selectthehotspotthatyouwanttoeditandperformsteps4through8above.
10.1.2.2 Navigatinghotspots
Youcanclickhotspotsintheviewerwindowtonavigatequicklytorelateddocumentsorobjectsortoshow
relatedtext.Hotspotscanbecreatedmanuallyasdescribedin“Creatingandeditinghotspots”onpage116.
Beforeyoubegin
ViewinghotspotsrequiresthatoneoftheAutoVueviewersbetheactiveviewerfortheselecteddocument
andthatthehotspotsarevisible.Forinformationonconfiguringtheviewerfordifferentfileformats,see
“Changingviewers”onpage118.
Tonavigatedrawingtaghotspots:
1. Intheviewerwindowtoolbar,clickHide/ShowHotspots
.Abluerectangleappearsforeachhot-
spot.Tohidethehotspots,clickHide/ShowHotspotsagain.
Tip    Ifthedocumentcontainsalotofblueentitiesthatmakingdistinguishingthehotspotsdifficult,
youmightwanttoturnoffdisplayofsomebluecoloredlayers.
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