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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Sametype
foralldoc-
uments
Selectadocumenttypefromthelisttoassigntoalldocumentsinthecurrentbatch.
Note    Ifascopeisactive,onlythedocumenttypesthatareenabledforthatscopearelis-
ted.
Addthe
rendition
filetothe
document
Createsarenditionfortheimporteddocumentusingaseparatefile.Selectthefieldinthe
datasourcethatcontainstherenditionpathfromthelist.
XSL style
sheet
Selectanoptionalstylesheettobeusedtoformattheimportresultsreport.Asamplestyle
sheetisprovidedintheC:\Program Files\BC-Meridian\Programfolder.
Miscellaneousoptions(continued)
10.3.2.7 Configuring theInitializePropertiessettings
TheInitializePropertiessettingsoftheDocumentImportTooldetermine:
Howthepropertiesofimporteddocumentswillbepopulatedwithdata,ifatall
Whethernewversionsofdocumentswillbecreatedforexistingdocuments
Warning    Afterfileshavebeenimportedavault,documentpropertiesthatwerenotexplicitlysetduringthe
import(fromtitleblocks,defaultpropertyassignments,andsoon)containnovalues.Thosepropertieswillnot
besynchronizedtotheimportedcontentfilesbytheMeridianapplicationlinks.Thisisdonebydesigntopre-
ventoverwritingexistingvalues.Thepropertiescanbesynchronizedfromtheimportedcontentfiles.Such
propertiesmustbesetinthevaulttoanexplicitvalueatleastoncebeforethepropertieswillbesynchronized
tothecontentfiles.
ToconfiguretheInitializePropertiessettings:
1. ClickInitializePropertiesintheleftpane.TheInitializePropertiespropertypageopensintheright
pane.Thecustompropertiesdefinedinthevault’sconfigurationarelistedalongwiththeirpropertyset
anddatatype.
IfthedatasourcefieldnamematcheseitheraMeridianpropertyinternalnameordisplayname,itwill
bemappedautomatically.
2. ThisviewofthepropertiesisoneofseveralprovidedbytheDocumentImportTool.Clickthe
PropertiesPageLayoutbutton
toselectotherviews.
3. Foreachfield(exceptthefilepathfieldspecifiedontheDataSourcepage)containedinthedatafile
selectedfortheimportoperation,selectacorrespondingvaultpropertyinthelist.
4. EnableInitializeinthelowerrightpane.
5. Selectoptionsandtypetextusingthedescriptionsinthefollowingtable.
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Usenaming
expressionto
calculatefile
name
Ifenabled,thenameoftheimporteddocumentwillbecalculatedbytheexpressionset
forthedocumenttypethatisassignedtothefileinsteadoffromanyparticulardatabase
field.ThisoptionisonlyavailablewhentheNamepropertyisselected.
Withfixed
value
Assignsasinglevaluetotheselectedfieldforeveryimporteddocument.Typethevalue
inthetextbox.
Iftheproperty’svalidationconfigurationlimitsitsvalues,selectanexistingvaluefrom
thelist.
Fromdatabase
field
Importsthevalueforeachdocumentfromthedatafile.Chooseafieldfromthelistthat
correspondstotheselectedproperty.
Documentkey
property
CausestheDocumentImportTooltosearchforexistingdocumentsinthevaultinorder
toaddnewrevisionsusingtheimporteddocuments.TheDocumentImportToolwill
searchforamatchingvaluebetweentheselectedfieldandtheselectedproperty.
Withresultof
expression
TypeaVBScriptexpressiontocalculatethevalueyouwanttosetintheselectedprop-
erty.Clickthe
MeridianScriptEditor
button
todisplaythe
MeridianScript
Editordialogtohelpyoubuildandvalidateanexpression.
Checkprop-
ertyvalidation
Validatesthepropertyvaluefromthedatabaseagainsttherulesconfiguredfortheprop-
ertyinthevault.Ifthevalidationfails,thevalueisnotimportedandanerrorisaddedto
theErrorstabintheImportDetailspropertypage.
Propertyinitializationoptions
6. Repeatsteps2through4foreachfieldinthedatasourcefile.
10.3.2.8 Configuring theRevisionssettings
TheRevisionssettingsoftheDocumentImportTooldetermine:
Whetherornotnewrevisionsarecreatedinthevaultfromimporteddocuments
Howtohandleexistingdocumentsundergoingchangesinaworkflow
Whetherimportedrevisionsshouldbecreatedasderivativesorreplacementsofexistingdocuments
Howimportedrevisionsandexistingdocumentsarematchedbasedonthesourcedatafile
ToconfiguretheRevisionssettings:
1. ClickRevisionsintheleftpane.TheRevisionspropertypageopensintherightpane.
2. Clickoptionsortypevaluesusingthedescriptionsinthefollowingtable.
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Createnew
revisionsfor
updateddoc-
uments
Updatesdocumentswithinworkflowsfromtheimporteddocuments.Thisismostusefulif
youregularlyreceivedocumentupdatesfromanexternalbusinesspartner.
Replacecon-
tentsfordoc-
umentsin
workflow
Preventsthecreationofanewrevisionandupdatestheexistingfile.
Createnew
revisionfor
documentin
workflow
Leavesthecurrentrevisionintactandcreatesanewrevisionwiththeimporteddocument.
Importfiles
asnewdoc-
uments
Preventsanyrevisioncreationandimportsthefilesasnewdocumentsinthevault.
Importrevi-
sionsas
derivativesof
thesamedoc-
ument
Createsaderivativeforthematchingdocumentwiththeimporteddocument.
Importrevi-
sionsas
replacements
ofthesame
document
Createsareplacementforthematchingdocumentwiththeimporteddocument.
Skipdoc-
umentifit
alreadyexists
Preventsimportingdocumentsthatalreadyexistinthevault.
Importexist-
ingdoc-
umentstothe
specified
folder
Vaultfoldertoimportdocumentsintothathavethesamenameandrevisionasspecified
bythePropertyinthevaultthatidentifiesdocumentrevisionandDatabasefield
thatidentifiesrevisionoptions.
Propertyin
thevaultthat
identifiesdoc-
umentrevi-
sion
Selectapropertyinthevaultthatidentifiesthedocumentrevisionnumberofexistingdoc-
uments.Inalmostallcases,thisshouldbetheRevisionNumber–Versioningprop-
erty.clearedifImport filesas new documentsisenabled.
Revisionsoptions
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Database
fieldthatiden-
tifiesrevision
Selectafieldinthedatasourcefilethatcontainsvaluesincommonwiththevaultdoc-
umentstowhichtheimporteddocumentsshouldbecomerevisions.Thisshouldbeafield
thatcontainsmetadatalikethedocumentname,filename,documentnumber,drawing
number,andsoon.clearedifImport filesas new documentsisenabled.
Database
fieldthatcon-
tainstherevi-
sionnumber
Selectafieldinthedatasourcefilethatcontainstherevisionnumberoftheimporteddoc-
uments.ThevaluesinthisfieldwillbeplacedinthepropertychosenforPropertyinthe
vaultthatidentifiesrevision,whichidentifiesthedocumentrevision.clearedifImport
filesas new documentsisenabled.
Revisionsoptions(continued)
10.3.3
Importingassemblies
TheMeridianEnterpriseAssemblyImportWizardcanbeusedtoimportavarietyofCADassembliesintoa
vault.Afteryouselectthetoplevelfileofanassembly,thetoolscansthefileforlinkstootherfilesthatareref-
erencedbytheselectedfile.ItthenimportsallofthefilesandcreatesMeridianEnterprisereferencesthatrep-
resenteachlinkfound.TheAssemblyImportWizardsupportsthefollowingCADdrawingformats:
AutoCAD/MechanicalDesktop
AutoCADsheetsets
AutoCADElectricalprojects
AutoCADP&IDprojects
AutodeskInventor
SolidWorks
MicroStation
Notes
ImportinganassemblythathascircularreferenceswillcreatematchingMeridianreferencescorrectly
exceptforthereturningreferencestothemainassembly.
TheAssemblyImportWizardisnotcapableofimportingassembliesthatwerelastsavedinanolder
versionofAutodeskInventorthaniscurrentlyinstalled.Forexample,iftheassemblywaslastsaved
inAutodeskInventor2011,andtheinstalledversionisAutodeskInventor2012,theassemblyfirst
needstobemigratedtoAutodeskInventor2012,beforetheAssemblyImportWizardiscapableof
importingit.ForassistanceinautomatingthistaskwithMeridianEnterprise,consultasystemadmin-
istrator.
ThereferencesthatarecreatedbetweenAutodeskInventorparts,assemblies,anddrawingsareinflu-
encedbytheSupportInventorDWGregistryvaluethatisdescribedintheBlueCieloMeridian
EnterpriseAdministrator'sGuide.
BeforeimportingSolidWorksassemblies,disabletheSolidWorksoptionSearchfilelocationsfor
externalreferences.
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Beforeimportingalargeassemblyormanysmallerassembliestoavaultthathasbeenconfiguredto
useLocalWorkspace,temporarilydisablelocalworkspacesynchronizationasdescribedin“Con-
figuringlocalworkspace”onpage91untiltheimportiscompleted.Thesynchronizationcouldinter-
ferewiththeimportandresultinerrormessageslikeThespecifiedfilecannotbeopened.
Toimportanassembly:
1. IntheMeridianEnterpriseprogramgroupoftheWindowsStartmenu,selectAssemblyImport
Wizard.TheWelcometoAssemblyImportWizardwizardpageappearsandliststhetypesof
assembliesthatyoucanimport.
2. SelectanassemblytypeandclickNext.TheAssemblyLocationpageappears.
3. ClickBrowseandselecttheassemblythatyouwanttoimport.Ifyouwanttoimportallassembliesin
theselectedfolder,selectImportFolder.ClickNext.TheVaultLocationpageappears.
4. ClickSelectandselectavaultorworkareaforthedestinationoftheassemblies.Ifyouwanttocre-
ateanewsubfolderfortheimportedassemblies,typeitsnameinthetextbox.ClickNext.The
ManagePreferencespageappears.
5. Clickoptionsortypevaluesusingthedescriptionsinthefollowingtable.
Option
Description
Raise
new
object
events
CausestheVBScripteventsthatarerelatedtonewdocumentcreationtooccur.Select
thisoptionifyouwantthevaultscripttoreacttotheimportedassemblyfilesthesame
asifthefileswereimportedusingothermethods.
Import
title
blocks
Importstitleblockpropertiesiftheyhavebeenconfiguredinthevaultbyasystem
administrator.
Assemblyimportoptions
ClickNext.TheCompletingAssemblyImportWizardpageappears.
6. ClickFinish.Theimportstatusofeachassemblyisshownalongwithaprogressbarwhilethefiles
areimported.
Whentheimportisfinished,theresultsareshownonscreenandsavedinthefile
BCAssemblyImport.log locatedinthesamefolderastheprogram.Bydefault,thisis
C:\Program Files (x86)\BC-Meridian\Program.Ifanyerrorsoccurredduringtheimport,
youcanclickAddtologtoappendtheerrormessagestothelogfileforlateranalysis.
7. ClickNewImporttorepeattheprocesswithadifferentassembly.ClickClosetowhenyouarefin-
ished.
Notes
IftheAssemblyImportWizardappearstohavestoppedworking,itcanactuallybebecauseanother
applicationthatisusedduringtheimporthasstoppedandisshowingmessagesthatarehidden
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behindthevisiblewindows.Minimizeallvisiblewindowstoexposethesemessages,oruseAlt-Tab
toswitchtotheotherapplication.
IftherearenoreferencescreatedbetweenthepartsoftheimportedassembliesandtheBlueCielo
FileSystemisenabledforthevault,theAssemblyImportWizardmayneedtobesloweddownto
allowtimefortheAMFStoreact.AslightdelaycanbesetwiththeDWORD value
OnImportAssmTimeoutofthefollowingregistrykey.Thedefaultvalueis1000milliseconds.
HKEY_CURRENT_USER\SOFTWARE\Cyco\AutoManager
Meridian\CurrentVersion\InventorLink
TocorrectanimportedassemblythatdoesnothaveMeridianreferences,usetheSynchronize
ReferencesfromFilecommandasdescribedin“Synchronizingreferences”onpage201.
10.4
OpeningadocumentfromwithinMeridian
YoucanopenadocumentforeditingfromwithinMeridianifthedocument’snativeapplicationisinstalledon
yourcomputer.
ToopenadocumentforeditingfromwithinMeridian:
1. Double-clickthedocument.
Or
1. OntheDocumentmenu,selectOpeninApplication.
Or
1. ClicktheOpeninApplicationbuttonintheMaintoolbar.Theicononthisbuttonisdifferentforeach
filetype.
Or
1. Right-clickthedocumenttodisplaytheshortcutmenuandthenclickOpenorOpenWith.
Ifthedocumentisunderchangebyyouinaworkflow,itwillopenimmediately.Ifnot,adialogwill
showtheactionsthatareavailabletoyou.
2. Clickoptionsortypevaluesusingthedescriptionsinthefollowingtable.
Option
Description
Openread-
only
Opensthedocumentinitsapplicationread-only.Youwillnotbeabletosaveanychanges
thatyoumake.However,thisisusefulforviewing,printing,andotherpurposesandwill
notcreateanewrevisionofthedocument.
StartQuick
Changeand
openforedit-
ing
ChecksthedocumentouttoyouinaQuickChangeworkflowandopensthedocumentin
itsapplication.IfyouhavenotbeenassignedtheStartQuickChangeprivilege,this
optioniscleared.
Documentopenactions
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Option
Description
Startchange
andopenfor
editing
Checksthedocumentouttoyouintheworkflowthatisconfiguredforthedocumenttype
andopensthedocumentinitsapplication.Ifaworkflowdefinitionhasbeenassignedto
thedocumenttype,thisoptioniscleared.Inthatcase,youmustclickCancelandstartthe
assignedworkflowfirstbeforeopeningthedocumentforediting.
Youcantype
ashortcom-
mentinthe
document
log...
Typeabriefexplanationastowhyyouareeditingthedocument,thechangesthatyouwill
make,orothercommentsthatcouldbevaluabletootherusersorforhistoricalreference.
Applytoall
documents
Appliestheselectedactionandthetypedcommentstoalldocumentsinthecurrentbatch
andyouwillnotbepromptedagain.
Documentopenactions(continued)
3. ClickOKtoperformtheselectedaction.ClickSkiptoperformnoactiononthedocumentnamedin
thedialogtitlebarandproceedtothenextdocumentinthecurrentbatch,ifapplicable.ClickCancel
tostopprocessingtheselecteddocuments.
Tip    Itisveryconvenienttoopenvaultdocumentsfromwithintheirnativeapplicationinsteadoffromwithin
MeridianEnterprise.Formoreinformation,see“AboutApplicationIntegration”onpage84.
Note    Ifthedocumentopensinthenativeapplicationasread-onlyeveniftheOpenread-onlyoptionwas
notselectedintheprecedingtask,therecanbeseveralreasons:
TheSuspendviewingthedocumentoptioninPowerUserisnotenabledasdescribedin“Setting
advancedoptions”onpage47.
Duetoinadequatenetworkorserverperformance,theapplicationdidnotdetectthattheviewerin
PowerUserhadreleasedthefile.Ifthesituationpersists,temporarilydisabletheviewerandreopen
thefile.
Thefileiscorruptedandneedstoberepaired.
ToopenanAutoCADdrawingread-writesothatitcanberepaired:
1. Closethedrawing.
2. DisabletheviewerinPowerUser.
3. ReopenthedrawinginAutoCAD.
4. UsetheAUDITcommandinAutoCADtorepairthefile.
10.5
Viewingthecurrentworkflow
Viewingadocument’scurrentworkflowinformationallowsyoutoidentifywhichworkflowthedocumentisin,
itscurrentstatusintheworkflow,andthepossibletransitionstothenextstateintheworkflow.
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Toviewthecurrentworkflow:
1. Onthedocument’sDocumentpropertypageintheWorkflowgroup,clicktheStatushyperlink.The
DocumentWorkflowdialogboxappearssimilartothefollowingfigure.
Eachstateoftheworkflowappearsasaroundedrectangle.Thecurrentstateofthedocumentisout-
linedinred.Thenamesofworkflowtransitionsareshowninyellowboxes.Linesconnecteachtrans-
itionfromonestatetoanotherstate.Thedirectionofeachtransitionisindicatedbyanarrowhead.
Ifthecurrentworkflowtypeisaworkflowdefinition,theoutgoingtransitionsofthecurrentstatearelis-
tedatthebottomofthedialogwiththecurrentstatusofeachone.IftheMeridianAdvancedProject
WorkflowModuleisinstalled,documentworkflowtransitionsmaybeinterlockedwithprojectwork-
flowdefinitions.ThestatusoftheseinterlockswillbeshowninStatus.
2. Tomaketheentireworkflowdiagramappearinthewindow,clickZoomtoFit.Thediagramisres-
izedtofitthewindow.
3. ClickOKtoclosethewindow.
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10.6
Routingadocumentinaworkflow
Routingadocumentthroughaworkflowproducesanewrevisionofthedocument.Documentsmayberouted
throughoneofthreetypesofdocumentworkflows.Avaultmayuseoneormoreofthemfordifferentpur-
poses.Consultasystemadministratorforthedocumentworkflowtypesconfiguredforthevaultsyouuse.For
moreinformationondocumentworkflowtypes,see“Understandingdocumentworkflowtypes”onpage18.
Regardlessofthetypesofworkflowthatmaybeconfiguredforavault,theavailableworkflowtransitionsfor
eachdocumentarelistedontheDocumentmenuwhenthedocumentisselected.Theworkflowtransitions
availabletoyouforanyparticulardocumentdependonyoursecurityroleforthefolderinwhichthedocument
resides.Ifyouarestartingaworkflow,youmayhavemorethanoneworkflowavailabletoyou.Ifyouarecon-
tinuingaworkflow,youmayhavemorethanonetransitioninthecurrentworkflowavailabletoyou.Toviewa
diagramofthecurrentworkflowandotherstatusinformation,see“Viewingthecurrentworkflow”onpage134.
Warning    Revokingaworkflowdeletesthecopyofthedocumentbeingchangedintheworkflowandrein-
statesthereleasedrevisionoftheoriginaldocumentasthehighestrevision.Ifthedocumentwascreatednew
intheworkflow,itisalsodeletedbutthereisnooriginaldocumenttoreinstatesobecertainthatthedocument
willnotbeneededorabackupcopyiskeptelsewherebeforerevokingthedocument’sworkflow.Throughouta
documentworkflow,thecurrentstatusofthedocument,thenexttasktobeperformed,thepersonassignedto
thattask,andthepersonwhoinitiatedtheworkflowareallshownontheDocumentpropertypageofeach
documentintheworkflow.
Note    Routingbatchesofdocumentsisonlypossibleundercertaincircumstances:
Thedocumentsareallinthesameworkflowstate
Thedocumentsareindifferentstatesofthesameworkflow,buttransitionequivalencehasbeencon-
figuredforthetransitionsofallofthestatesthatthedocumentsarein.Transitionequivalenceiscon-
figuredbyasystemadministrator.Ifanyoneofthedocumentsinthebatchdoesnothavean
equivalenttransition,theentirebatchwillfailtoberouted.
Torouteadocument:
1. Selectthedocumentyouwanttoroute.
2. OntheDocumentmenu,pointtoDocumentWorkflow,andthenselectatransitionfromtheshort-
cutmenu.
3. Dependingontheworkflowtypeandthecurrentstateofthedocument,dialogsmayappeartoprompt
youformoreinformation.CompleteanydialogsthatmayappearandclickOK.
Note    Ifthevaultisconfiguredtogenerateworkfloweventnotifications,emailmessagesaresenttotheper-
sonstowhichthedocumentswereroutedand,optionally,totheworkflowmanagersandtothesubscribersof
thedocuments.Eventnotificationsthataregeneratedaspartofabatchoperationaregroupedtogetherasa
singleemailmessage.
Warning    Whenanewrevisionismadeofadocument,anyreferencestoorfromotherdocumentswillbe
updatedtoreferencethenewrevision,nottheoriginalrevision.Thismayhaveseriousconsequencesforcon-
figurationmanagementthatmayapplytoyourorganization.Ifso,considerusingReplaceDocumentor
DeriveDocumentinstead.
10.7
Viewingandeditingproperties
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Formostpurposes,youcanviewthepropertiesofadocumentonthepropertypagesthataredescribedin
“Understandingpropertypages”onpage38.
Ifyouhavetheappropriateprivilege,youcanalsoviewthesamepropertiesplusadvancedinformationand
commands.
Toviewadocument’sadvancedinformation:
1. OntheDocumentpropertypageofthedocument,clickthedocumenticonintheupperleftcornerof
thepage.TheAdvancedDocumentInformationdialogboxappears.Youcannoteditpropertiesin
thisdialog.
Editingpropertiesisimportanttokeepthevaluesaccurateforeffectivesearching.Withoutaccurate
metadata,searchingfordocumentscanresultinfindingthewrongdocumentsornodocumentsatall.
Toeditthepropertiesofadocument:
1. Selectthedocumentwhosepropertiesyouwanttochange.
2. Clickthetabtoshowthepropertypagethatcontainsthepropertythatyouwanttoedit.
3. ClickEdit.Thepropertiesbecomeeditable.
4. Changethevalueofthepropertiesbytypingtext,selectingvalues,orselectingcheckboxes.Prop-
ertiesthatrequireyoutosetavalueareindicatedbyaredtriangleicon
.
5. ClickOK tosaveyourchanges.
Notes
Yourabilitytoeditpropertiesisdeterminedbythedocument’scurrentworkflowstatus,yoursecurity
privileges,andthevaultconfiguration.Inmostcases,youwillonlybeabletoeditpropertieswhilea
documentisunderchangebyyou.
NEW
 IfthepropertiesthatyouwanttoeditareforanAutoCADdrawingthatcontainsmultiplelay-
outsthatrepresentseparatedrawingsheets,eachwithatitleblock,aspecialpropertypagetitled
TitleBlocksmaybeavailableifitisenabledbyasystemadministrator.Thispageletsyouenterdif-
ferentvaluesforthetitleblockineachlayout.
10.8
Understandingthecopycommands
Meridianprovidesvariouscommandsforcopyingdocumentstocreatenewrevisionsorversions.Eachcom-
mandbehavesdifferentlywithrespectto:
Revisionnumbersofthesourceandcopieddocuments
Referencesbetweenthesourceandcopieddocuments
Referencestoandfromthesourcedocumentandotherdocumentssuchassubassembliesandparts
Workflowstatusofthesourcedocumentafterthecopyismade
Eachcanbeusefulindifferentsituationsdependingonthedocumentbeingcopied,thepurposeofthecopied
documents,andyourorganization’sengineeringchangeprocess.
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