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BlueCieloMeridianEnterprise2014User'sGuide
248
Term
Definition
issuecode
ThenameofaMeridianTransmittalManagementModulepropertythatstoresastandard
keywordorphrase.Theissuecodedescribesthereasonwhyatransmittalwasissued.
layout
Aconfigurablearrangementofitemsonaformorpage.
LDAP
LightweightDirectoryAccessProtocol.
localwork-
space
Aportionofdiskspaceonauser'scomputerreservedforcachingdocumentswhentheyare
viewedoredited.Usinglocalworkspaceimprovesperformancewhenworkingwithvery
largedocuments.Localworkspaceissynchronizedwiththevaultonaconfigurableinterval.
lookuplist
Alistofpredeterminedvaluesforapropertythatispresentedtotheuserforselection.
Lookuplistscanbeeithermanagedintheapplicationorlinkedtoanexternaldatabaseor
query.
mainarea
TheareaofaMeridianEnterprisevaultwherereleaseddocumentsreside.
manager
TheMeridianuserwhoinitiatedthecurrentdocumentworkflowandtheonlypersonwithper-
missiontochangethecurrentToDoPerson.
masterdoc-
ument
InMeridianEnterprise,areleaseddocumentfromwhichoneormoreprojectcopiesare
madethatbecomeeitherindependentdocumentsornewrevisionsofthemasterdocument.
MasterdocumentsaredesignatedbyMeridianEnterpriseandtheMeridianAdvancedPro-
jectWorkflowModule.InMeridianProjectPortal,adocumenttowhichamasterfileis
attached.Seealso"referencedocument."
Meridian
ExplorerCli-
ent
TheMeridianExplorerwebapplicationinstalledontheMeridianExplorerserver.
Meridian
Explorer
Server
TheMeridianExplorerdataaccessandbusinessservicesrunningonaservercomputer.
Mayalsobeusedtorefertotheserverhostingtheservices.
metadata
Informationthatclassifies,augments,ordescribesadocument.Metadataiscommonly
usedforsearchingtofinddocumentsasopposedtosearchingfordatawithindocuments
(knownasfull-textsearching).Metadatamayalsobeusedforavarietyofotherpurposes.
NAT
NetworkAddressTranslation.
navigation
view
AviewofaMeridianvaultthatdisplaysdocumentsorganizedinahierarchicalstructure
accordingtoapredefinedsetofproperties.
objecttag
Avaultorrepositoryrecordthatrepresentsanassetstoredinaseparatemaintenanceman-
agementsystem.Anobjecttagmayreferenceoneormoredocuments,orthereverse.
objecttag
type
Thedocumenttypeconfiguredforusebyobjecttags.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
249
Term
Definition
ObjectTag
view
TheviewofaMeridianExplorerrepositorythatdisplaysobjecttags.
OS
Operatingsystem.
OU
OrganizationalUnit.AhierarchicalcontainerinMicrosoftActiveDirectoryServicesused
withtheActiveDirectoryConnector.
package
Asetoffilesthataretypicallyusedtogetherforacommonpurpose.Thefilesareoften
boundtogetherinasinglecompressedfileforconvenience,suchas.zipand.msifiles.
Examplesoffilepackagesaresoftwaredistributionpackagesandsubmittalortransmittal
packages.Seealso“briefcase.”
pane
Theareaofasplitorsinglewindowusedtodisplayrelateddataanduserinterfaceele-
ments.
PowerUser
TheMeridianEnterprisedesktopclientsoftware.NotrelatedtotheWindowsadministrative
groupPowerUsers.
preselection
Apropertyfilterthatcanbeappliedtoaviewtolimitthenumberofvisibleitems.
privilege
Therightofausertoviewspecificdataorexecuteaspecificcommand.Privilegesare
assignedbyasystemadministrator.
projectcopy
Acopyofamasterdocumentmadeforthepurposeofcreatinganewindependentdoc-
umentorcreatinganewrevisionofthemasterdocument.Projectcopiescanbecreatedin
MeridianEnterpriseorintheMeridianAdvancedProjectWorkflowModule.
projectdefin-
ition
Atemplateusedtocreatespecialfoldersinavaultthatcanrepresentdesignprojectpro-
cesses.ProjectdefinitionsareconfiguredbyasystemadministratorwiththeMeridianEnter-
priseConfiguratortool.MeridianAdvancedProjectWorkflowModuleprojectdefinitions
consistofacustomfoldertype,aworkflow,andpossiblyprojectworkflowinterlocksordoc-
umentworkflowinterlocks.Aprojectdefinitionmayrestrictfoldersfrombeingcreatedatthe
rootofavaultandmayrestrictcreationofsubprojects(MeridianAdvancedProjectWork-
flowModuleonly).
projectfolder
Afoldercreatedfromaprojectdefinitiontemplate.
projectwork-
flow
Theworkflowofaprojectfolderasdefinedbytheprojectdefinitiontemplatefromwhichit
wascreated.ConfiguredbyasystemadministratorwiththeMeridianEnterpriseCon-
figuratortool.
projectwork-
flowinter-
lock
Aruleconsistingofspecificsub-projectfoldertypesandpropertyfiltersappliedtoaproject
orsubprojectsthatlimitswhenaproject’sworkflowmayadvance.Interlocksareconfigured
byasystemadministratorwiththeMeridianEnterpriseConfiguratortool.Interlocksare
availableonlywiththeMeridianAdvancedProjectWorkflowModule.
property
Descriptivedatausedtoidentify,classify,andfinddocuments.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
250
Term
Definition
propertyset
Agroupofrelatedproperties.
propertynav-
igation
Adynamicsearchmethodinwhichauserprogressivelyreducesthenumberofdocuments
foundbyselectingfromexistingpropertyvalues.
property
page
Asecondarywindow,usuallydisplayedwithatab,thatdisplaysthepropertiesofanobject
suchasadocument.
publish
Tocreateacopyofadocument,possiblyinadifferentelectronicformat,inanotherinform-
ationsystem.
purge
Tocompletelyandpermanentlydeletedatafromasystem.
query
AStructuredQueryLanguage(SQL)statement.
Quick
Change
Averysimpledocumentworkflowcomposedofonlytwosteps,StartQuickChangeand
ReleaseQuickChange,whichmayormaynotincrementthedocument'srevisionnumber
dependingontheconfigurationofthedocumenttype.
RAID
RedundantArrayofInexpensiveDisks.
reassign
Toimmediatelyassignadocumenttothecurrentworkareaforadditionalchangesafterdis-
cardingorreleasingthecurrentrevision.
reference
Alinkthatrepresentsarelationshipbetweentwodocuments.Referencescanbecreated
automaticallybyMeridian(forexample,AutoCADExternalReference,orX-Ref)ormanu-
allybyauser.
reference
type
Aclassificationofreferencesthatshareoneormoredocumentmanagementcharacteristics
suchaspurpose,source,destinationdocumenttypes,orsecurity.
references
page
Atypeofpropertypagethatdisplaysadocument'sreferences.
relateddoc-
umentspage
Atypeofpropertypagethatdisplaysthedocumentsthatarerelatedtotheselectedobject.
relatedtags
page
Atypeofpropertypagethatdisplaystheobjecttagsthatarerelatedtotheselecteddoc-
ument.
release
Thefinalstep(transition)ofaworkflow.Whendescribingprojectworkflow,"release"refers
toanewrevisionofamasterdocumentthatwascreatedfromthecontentofaprojectcopy.
Whendescribingdocumenttypeorworkflowdefinitionworkflows,"release"referstoanew
revisionofthedocumentthatwascreatedbycompletingthedocument’sworkflow.When
describingadocumentinaworkarea,"release"referstoanewrevisionofthedocumentin
theMainareaofthevaultthatwascreatedfromthecontentoftheworkareacopy.
rendition,
render
Rendition(anoun)referstoacopyofadocumentinaformatotherthantheoriginal.Render
(averb)referstocreatingarendition.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
251
Term
Definition
repository
Thelargestlogicalcontainerofadocumentmanagementsystemforstoringdocumentsand
metadata.Arepositorycommonlycontainsallofthedocumentsforasingleorganization,
division,department,workgroup,orotherpurpose,organizedintofoldersandsub-folders.
ThefundamentalcontainerofaMeridianExplorersystem.
Repository
view
TheconfigurableviewofaMeridianExplorerrepository,composedofadocumentviewand
anobjecttagview.
resultgrid
Aconfigurablegridusedtodisplaydocumentsorobjecttagsfoundbyasearch.
retire
Toclassifyadocumentasobsoleteandpreventitfrombeingrevised.
returncode
ThenameofaMeridianTransmittalManagementModulepropertythatstoresastandard
keywordorphrasethatrepresentsthereasonwhyasubmittalwasissued.
review
Toevaluatethevalidityofrevisionstoadocument.
revision
Amilestoneinadocument'shistorythatrepresentsapprovedinformationataparticular
pointintimeidentifiedbyanumberorletter.
revisions
page
Atypeofpropertypagethatdisplaysadocument'srevisions.
revoke
Tocancelrevisionofaworkingcopyofadocumentanddeletethecopybeingedited.
role
Anamedsetofprivilegestowhichusersorgroupsareassignedbyasystemadministrator.
RPC
RemoteProcedureCall.
saved
search
Auser-definedsetofsearchcriteriathatissavedforfuturereuse.
scope
Afeaturethatlimitsvaultfunctionalityandvisibleinformationtonamedsets.Ascopecan
beselectedbyuserstomakethesystemeasiertouseortogainaccesstodifferentdoc-
uments.
searchlay-
out
Aconfigurablecombinationofvaultnavigationandsearchfilterparametersusedby
MeridianExplorer.
server
Acentralizedcomputerorapplicationthatprovidesservicestooneormoreclientcomputers
orapplicationsinanetwork.
sharedwork-
space
Aspecialfolderinavaultthatisusedtostorefilestosupportmulti-userapplications.The
vaultfolderismappedtoasharednetworklocationoutsidethevaultthatisusedinsteadof
localworkspacesontheusers'computers.Meridiansynchronizesthecontentsofthe
sharednetworklocationwiththevaultfolder.Configurableoptionscontrolotherbehavior
specifictousingasharedworkspace.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
252
Term
Definition
shortcutbar
Thenameoftheaccordioncontrolcontainingshortcutstoviews,vaults,andbaselinesthat
canbedisplayedintheleftpaneoftheMeridiandesktopapplication.
SID
SystemIdentifier.AnamethatidentifiesaspecificinstanceofarunningOracledatabase.
SMTP
SimpleMailTransportProtocol.
snapshot
Acopyofadatabaseataspecificmomentintime,suitableforrestoring.
sourcestate
Thestateofaworkflowthatprecedesaworkflowtransition.
SSL/TLS
SecureSocketsLayer/TransportSecurityLayer.
staticcol-
lection
Asavedsearchinwhichtheresultsaredisplayedwithoutupdatingthesearchresults.
submission
Adocumentdeliveredaspartofasubmittal.
submit
Tocheckintheworkingcopyofadocumentthatisunderrevision.Equivalenttoreleasinga
documentfromaworkflow.
submittal
Apackage(briefcase)ofdocumentsreceivedbyanorganizationforreview,reference,modi-
fication,orfinaldelivery.Seealso"transmittal."
subproject
Aprojectfoldercontainedwithinanotherprojectfolderthatcanrepresentasubordinatepro-
cess.SubprojectsareavailableonlywiththeMeridianAdvancedProjectWorkflowModule.
targetstate
Thestateofaworkflowthatfollowsaworkflowtransition.
thumbnail
Asmallpreviewimagedisplayedtoassisttheuserinidentifyinganimagefile.
Thumbnail
view
NameoftheMeridianExploreroptiontodisplaysearchresultsasanarrayofthumbnail
imageswithcorrespondingproperties.
To-DoList
ThenameofanavigationviewinMeridian.
transition
conditions
Propertyvaluefiltersandlogicalexpressionsthatareevaluatedtodeterminethevalidityof
aworkflowtransitiontobeexecutedbyauser.
transition
equivalence
Theequalityofaworkflowtransitioninoneprojectdefinitiontoaworkflowtransitionin
anotherprojectdefinition.Transitionequivalencemakesitpossibletoexecuteatransition
foroneprojectinabatchofprojectsandhaveitexecutetransitionsintheotherprojects
withinthebatchevenifthetransitionsdon’thavethesamename,sourcestate,ordes-
tinationstate.ConfiguredbyasystemadministratorwiththeMeridianEnterpriseCon-
figuratortool.TransitionequivalenceisavailableonlywiththeMeridianAdvancedProject
WorkflowModule.
transmission Adocumentdeliveredaspartofatransmittal.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
253
Term
Definition
transmittal
Apackage(briefcase)ofdocumentssentfromoneorganizationtoanotherforreview,ref-
erence,modification,orfinaldelivery.Seealso"submittal."
transmittal
database
AMeridianTransmittalManagementModuledatabasethatstorestransmittal,transmission,
andrecipientinformationfortransmittaltrackingandreportingpurposes.
transmittal
management
Theprocessofcreating,modifying,sending,andtrackingtransmittalsandsubmittals.
transmittal
sheet
Alistofthenamesandrevisionnumbersofthedocumentscontainedwithinatransmittalor
submittal.Atransmittalsheettypicallystatesthename,telephonenumber,andaddressof
thesendingandreceivingparties.Itmightalsoincludecommentsaboutthestatusofthe
documentsortheproject,instructionstotherecipientintheuseofthedocuments,anda
datebywhicharesponsetothetransmittalisduebacktothesender.
unretire
Toreversetheeffectsofretiringadocumentsothatitcanberevisedagain.
URL
UniformResourceLocator.Internetandintranetaddresses.
vault
AMeridianorImandrArepositoryforstoringdocumentsrelatedbyorganization,division,
department,workgroup,orpurpose.
VBScript
TheVisualBasicscriptinglanguage(VisualBasicScriptingEdition).
version
Adocumentderived,copied,orrenderedfromanotherdocumentofthesamerevision.
VPN
VirtualPrivateNetwork.
WAN
WideAreaNetwork.
watermark
Textualorgraphicinformationoverlaidonaprinteddocumentandusedtoindicateauthen-
ticityorvalidity.
WebAccess
TheMeridianwebbrowser-basedclientapplication.
webclient
Aclientapplicationthatishostedinawebbrowser.
workarea
AvirtualcontainerinaMeridianEnterprisevaultwherecopiesofdocumentscanbe
assignedtoundergorelatedrevisionisolatedfromtheoriginalrevisionsinthemainarea.A
workareacanbeconfiguredtohaveaworkflowthatappliestoallofthedocumentscon-
tainedintheworkarea.
WorkIsol-
ationMode
ThenameoftheoptioninaMeridianEnterprisevaultconfigurationthatcausesdocuments
toberevisedusingworkingcopiesinsteadofworkflowsandrestrictsthevisibilityofwork-
ingcopiestotheassigneduser.
workflow
Apredeterminedsequenceofstepsusedtoproducestandardizedresults.
working
copy
Atemporarycopyofadocumentmadeformakingchangesasanalternativetodocument
workflow.
Standardtermdefinitions(continued)
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BlueCieloMeridianEnterprise2014User'sGuide
254
Term
Definition
workstation
Apersonalcomputerusedbyanindividualinanetwork.Aworkstationistheclientcom-
puterinaclient/serversystem.
X-Ref
Externalreference:anAutoCADdrawingthatislinkedto,butnotinsertedinto,thecurrent
drawing.Changesmadetoreferenceddrawings(X-Refs)areautomaticallydisplayedinthe
currentdrawingwhenthecurrentdrawingisopened.
Standardtermdefinitions(continued)
BlueCieloMeridianEnterprise2014User'sGuide
255
INDEX
A
Actionsoptionsforclientapplications
46
AddUserRoleAssignmentdialogbox
171
Advancedoptions
47
AdvancedProjectWorkflowModule
1
AllTo-DoListsview
97
Appearanceoptions
45
ApplicationIntegration
84
ApplicationIntegrationwindow
84
Offlinemode
87-88
Onlinemode
87
options
85
synchronization
91
withWindowsstandarddialogboxes
8,85
applicationlinks
199
Approvecommand
18
ASCIIfiles
123
assemblies
AssemblyImportTool
223
AutodeskInventorlink
214
duplicatingreferences
141
ReferenceExplorer
160
AssetManagementModule
2
AssignRolesprivileges
170
AssignRolestoWorkAreadialogbox
184
assigningrolestofolders
170
attachingpartstohybriddocuments
77,164
AutoCAD
addinglayoutstosheetsets
207
checkingdrawingsin
206
editingpropertiesin
205
linkto
9,203
managingredlines
205
routingsheetsets
208
sheetsets
206,208
titleblockdata
199,201
X-References
15,220
AutoCADElectrical
212
AutoCADLandDesktop
203
AutoCADMap3D
203
AutoCADP&ID
208
openingaproject
209
synchronizingprojectproperties
210
uploadingaproject
211
AutodeskInventor
214,223
andDerivecommand
219
BlueCielobrowser
216
checkedoutfiles
221
ContentCenter
222
dialogs,suppressing
228
editingpropertiesin
218
Inventorlink
9,215
iParts
220
libraries
22
migratingfiles
223
projectfiles
221
renamingproperties
219
replacingcomponents
219
autohidingwindowpanes
43
automaticnamingofdocuments
12
automaticrevisionnumbering
12
AutoVueDocumentConverter
119
AutoVueviewer
printingoptions
64,115
B
baselines
10,149
batchscanning
146
batchesofdocuments
114
BlueCieloMeridianEnterpriseproductsuite
1
AdvancedProjectWorkflowModule
1
AssetManagementModule
2
EmailManager
2
Explorer
2
FDAModule
2
GlobalCollaborationFramework
2
Publisher
2
TransmittalManagement
2
BRCfiles
192
BriefcaseTemplatedialogbox
197
briefcases
192
addingdocumentsto
192
importingfrom
196
propertyvalues
198
transmittaldocuments
195
BlueCieloMeridianEnterprise2014User'sGuide
256
viewing
192
buildingreports
74,168
bulkimports
123
businesspurposeofdocuments
6,11
C
caching
91
CalCompscanner
145
calculateddocumentnames
12
calculatedrevisionnumbers
12
ChangeDocumentTypecommand
143
ChangePropertiesprivilege
143
ChangeRevisionNumberManuallyprivilege
157
changing
documenttypes
143
positioningofNavigationviewpane
98
propertyvalues
143
revisionnumbers
156
check-inandcheck-outworkflow
18,198
checkingdrawingsin
206
clearingsecurityroleassignmentsfromfolders
170
collections
108
configuringdynamic
111
creating
70,109
deleting
71,112
editing
109
viewing
109
command-linearguments
48
Comparedialogbox
150
Comparepropertyvaluesdialog
152
comparingdocumentsorproperties
149,152
conditionsforsearches
104
configuring
datasourcefilesettings
125
DocumentImportToolsettings
126,128-129
dynamiccollections
111
LocalWorkspace
91
Outlookemailintegrationoptions
241
personaloptions
42
conflicts,LocalWorkspace
93
Contexscanner
145
contextmenus
41
copycommands
137
CopyDocumentcommand
138,143
CopywithReferencescommand
138,141,160
copyingdocuments
26,137-138
copyingmasterdocuments
174
CreateNewVersioncommand
141
CreateReferencedialogbox
158
CreateWorkingCopycommand
10,18
creating
baselines
149
briefcasetransmittaldocuments
195
briefcases
192
documents
72,119
documentsinOfflinemode
90
foldersinWebAccess
71
hotspots
116
importdatasourcefiles
123
projectdefinitions
173
projectfolders
173
references
157
sheetsets
207
workareas
184
CSVfiles
75,123
CustomTaskdialogbox
224-225,227
CustomTaskTypedialogbox
224
customizingtheinterface
41-42,44-45
D
data,exchanging
withAutoCAD
203
withAutodeskInventor
214
withMicroStation
213
withRevit
233
withSolidWorks
229
definingfiltersforNavigationviews
100
deletingacollection
112
deletingdocumentsandfolders
144
DerivewithReferencescommand
139,141,160
derivingdocuments
15,139-140
detachingpartsofhybriddocuments
165
dialogboxes,Windowsstandard
86
InventorMigrationtool
223
withApplicationIntegration
85
dialogs
AddUserRoleAssignment
171
BlueCieloMeridianEnterprise2014User'sGuide
257
AssemblyCopyOptions
142
AssignRoles
171
BriefcaseTemplate
197
BuildReport
74
Compare
150
Comparepropertyvalues
152
CreateReference
158
CustomTask
225,227
CustomTaskType
224
DocumentType
240
DocumentWorkflow
134
FindDocuments
105
GenerateTransmittalSheet
196
GotoDateandTime
149
HotspotInformation
116
ImportfromBriefcase
197
LocalWorkspace
93
MigrateFiles
226
NewWorkArea
184
Options
44
Properties
188-190
SaveSearch
110
SelectDocuments
186
SelectFolder
142
SelectReport
168
ViewerOptions
65,119
WorkAreas
185,188
discardingdocuments
181,186
diskmanagement
91
dockingwindowpanes
42
DocumentImportTool
122
configurationfilefor
124
controlling
125
creatingdatasourcefiles
123
datasourcesettings
125
InitializePropertiessettings
128
Miscellaneoussettings
126
monitoringimportprogress
125
Revisionssettings
129
Documentmenu
28
Documentshortcutmenu
53
documenttemplates
13
DocumentType-FileTypeview
97
documenttypes
11
changing
143
configuring
17
hybrid
162
security
12
templates
13
DocumentTypesdialog
240
documentworkflow
See workflow
documents
6,11
addingtoacollection
71
comparing
149
downloadinginWebAccess
72
emailing
153
lockingandunlocking
93
opening
133
printing
153
purging
145
removingfromacollection
71
scanning
145
searchingfordocuments
102
security
14
subscribingto
154
uploadinginWebAccess
73-74
vaultdocumentsversusordinaryfiles
11
viewing
62,114
workingwithinbatches
114
documents,copying
26,137
deriving
139
replacing
140
documents,creating
fromtemplates
72,119
inOfflinemode
90
documents,deleting
deletingandundeleting
144
discarding
186
documents,editing
26
revisions
156,186
documents,hybrid
See hybriddocuments
documents,importing
datasources
123
frombriefcases
196
withdraganddrop
121
documents,inbriefcasesandworkareas
addingtobriefcases
192
assigningtoworkareas
185
releasingfromworkarea
186
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