BlueCieloMeridianEnterprise2014User'sGuide
38
Number
Name
Description
1
NewBaseline
Createsanewbaselineinthecurrentcontextwiththenameyou
type.
2
ShowReports
Liststhereportdefinitionsavailableinthevaultfromwhichtoselect
onetobuild.
3
ViewBriefcase
Selectsabriefcasefordisplay.
4
ImportBriefcase
Selectsabriefcaseforimport.
5
AddDocumentsto
Briefcase
Addsthecurrentselectionoffoldersanddocumentstoabriefcase
thatyouselect.
IconsontheManager toolbar
4.12
Scopetoolbardetails
TheScopetoolbarprovidesbuttonsforcommandscommonlyusedwiththecurrentscope.Eachscopemay
showdifferentcommandsthatareconfiguredbyasystemadministrator.
TodisplaytheScopetoolbar:
1. Right-clickanytoolbarandenableScopetoolbar.
4.13
Understandingpropertypages
Thepropertypagespanecontainspropertypages(asshowninthefollowingfigure)thatdisplayathumbnail
imageandthebasicpropertiesofthecurrentlyselecteditem:document,folder,workarea,ortherootofthe
vault.Eachoftheseitemshasatleastonepropertypagebutmayhavemoredependingontheconfiguration
andcustomizationoftheitem.Emptyorpartiallyemptypropertypagesmaydisplayduringthecreationofnew
documents,workareas,orfoldersforyoutotyperequiredandoptionalvalues.Thepropertiesshownona
propertypagemaybesystemproperties(Status,Size,andsoon)orcustompropertiesconfiguredbyasys-
temadministrator.Propertypagescanshowavarietyoficons,links,andotherfeatures.
MeridianEnterpriseprovidesthefollowingstandardpropertypages:
Document–Thedefaultpagefordocumentsthatshowsbasicsystempropertiesandathumbnail
imageofthedocument.
Rendition–Showspropertyvaluesthatdeterminehowrenditionsarecreatedfromthesourcedoc-
ument.
NEW
 Retention–Showsdocumentretentionpropertiesthatyourorganizationcanusetoenforce
itsretentionpolicies.
NEW
 TitleBlocks–Showsthevaluesoftitleblockattributeswhenmultiplelayoutsexistina
drawing.
Folder–ThedefaultpropertypageforeveryfolderintheExplorerview.
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ThefollowingtabledescribestheuniquefeaturesofthePropertiespane.
Number
Icon
Description
1
Thegraphicsofthisiconaredifferentforeachfiletypeanddependontheapplic-
ationregisteredinWindowsonthecurrentcomputer.Clickingthisicondisplays
theAdvancedDocumentInformationdialogboxthatlistsallpropertyinform-
ationfortheselecteddocument.
Indicatesthattheselecteddocumentoritsrenditionhaselectronicredlinesasso-
ciatedwithitthatcanbeshownandeditedintheviewer.
Propertypagefeatures
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Number
Icon
Description
Indicatesthattheselecteddocumenthasarenditionassociatedwithitthatis
newerthanthenativedocumentandcanbeshownintheviewer.
Indicatesthattheselecteddocumenthasarenditionassociatedwithitthatisolder
thanthenativedocumentandshouldbeupdated.
Thegraphicsofthisiconmaybedifferentforeachfoldertype.Clickingthisicon
displaystheAdvancedFolderInformationdialoglistingallpropertyinformation
fortheselectedfolder.
2
Indicatesthattheselecteddocumenthasreferencestootherdocumentsinthe
vault.Clickthisicontodisplayagraphicaldiagramofthereferencerelationships
asdescribedin“Viewingreferences”onpage158.
3
Rendition
page
Showspropertyvaluesthatdeterminehowrenditionsarecreatedfromthesource
document.Formoreinformationaboutrenditions,see“Workingwithrenditions”on
page165.
4
Document
name
Alsothefilename.Maybecalculatedautomaticallybythesystemdependingon
theconfigurationofthevault.
5
Comment:
Clickthehyperlinktodisplayhistoricalworkflowinformationaboutthedocument,
whichincludescommentstypedbyworkflowparticipantswhentheyexecuted
workflowtransitions.
6
Indicatesthattheselecteddocumentiseitheramasterdocumentoraproject
copy.Formoreinformation,see“Showingmasterandprojectcopies”onpage176.
7
Status:
Indicateswhetherthedocumentorfolderisinanactiveworkflow.Clickthehyper-
linktoopenadialogboxthatshowsagraphicaldiagramoftheworkflow.Thecur-
rentworkflowstatewillbeshownhighlightedinred.Formoreinformation,see
“Viewingthecurrentworkflow”onpage134.
8
Electronic
signatures
link
Showselectronicsignatureinformationforthecurrentdocument.Typicallyused
onlywiththeMeridianFDAModule.FormoreinformationabouttheMeridianFDA
Module,seetheBlueCieloMeridianFDAModuleUser'sGuide.
9
Clickthisicontorunasearchasdescribedin“UsingKeyFind”onpage102.
Propertypagefeatures(continued)
FoldersdisplayasimilarFolderpropertypageshowingthefolder’sdetailsand,iftheMeridianAdvancedPro-
jectWorkflowModuleisinstalled,detailsabouttheprojecttypeandprojectworkflowstatusinformation.Prop-
ertypagesforexistingitemsmayormaynotbeeditabledependingonyoursecurityprivilegesandthe
configurationofthevault.Theiconsandhyperlinksonsomepropertypagesactivatecommandswhen
clicked.
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4.14
Understandingtheshortcutmenus
MeridianfeaturesshortcutmenusthatcanbeopenedintheNavigationviewsandintheviewerwindow.
Thesemenusgiveyouquickeraccesstothecommandsyouusemostwithouthavingtoselectthemfromthe
menubar.Thecommandsthatareavailableareasubsetofthecommandsontheregularmenufortheselec-
tedobjecttype.Forexample,shortcutmenushownforadocumentcontainsasubsetofthecommandsthat
areshownontheDocumentmenu.Fordescriptionsofthecommands,refertothecorrespondingmenutopic.
YouopenshortcutmenusintheNavigationviewbyright-clickingtheobjectorselectionthatyouwanttowork
with.Youopenashortcutmenuintheviewerwindowbyright-clickinganywherewithinthewindow.Theshort-
cutmenuoftheviewerwindowlistsdifferentcommandsdependingontheformatoftheselecteddocument.
Thisshortcutmenuisnotcustomizable.
See“Settingpersonaloptions”onpage42onhowtocustomizethedocument,folder,andvaultrootshortcut
menustodisplaythecommandsthatyouwant.
4.15
Understandingscopes
MeridianEnterprisemanagesawidevarietyofdocumentsandtheinformationaboutthem.Thismightseem
excessiveanddauntingcomparedtothetasksthatyouregularlyperform.Scopesareawayoflimitingvault
functionalityandinformationtonamedsetsthatareeasiertouse.Youmayselectascopethatmoreclosely
meetsyourneedswithoutexperiencinginformationoverload.
Scopeslimityourabilitytocreateorworkwiththefollowingobjects:
Custom(andstandard)commands
Documenttypes
Foldertypes
Workflowdefinitions
Projectdefinitions
Referencetypes
Navigationviews
Reports
ScopesalsolimitsomeMeridianEnterprisefunctions:
Folderaccessisrestrictedtoafolderanditssubfoldersthataredefinedbythescope.
Searchesarerestrictedtoaccessiblefolders.
Note    Youmaynotworkwithanyotherobjectsthanthosedefinedinascope.Ifnoscopeprovidesthefunc-
tionalityorfolderaccessthatyouneed,consultasystemadministrator.
Forexample,avaultusedformanagingfacilitiesmightdefinescopesforas-builtdocuments,designprojects,
archiveddocuments,ormaintenancemanagement.AvaultusedformanagingAECdocumentsmightdefine
adifferentscopeforeachcustomer.Andavaultusedformanufacturingdocumentsmightdefinedifferent
scopesforstandardparts,activeprojects,andinactiveprojects.
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4.15.1
Selectingascope
Selectingascopeallowsyoutospecifythevaultobjectsandfunctionsthatyouwanttoworkwithinthecur-
rentMeridianEnterprisesession.Ifanyscopesaredefinedinavault,youmustselectonewhenopeningthe
vaultforthefirsttime.Thereafter,youmayselectadifferentscopethatmorecloselymeetsyourneeds.If
onlyonescopeisdefinedforavault,isitselectedautomatically.Youmayselectonlyascopeforwhichyou
havetheCanUseprivilegeforthescope.
Toselectascope:
OntheViewmenu,pointtoChangeScope.
Or
1. Clickthecurrentscopenamebutton
intheContextbar.
Ashortcutmenuofscopenamesappears.Scopesforwhichyoudonothavethescope’sCanUse
privilegearecleared.
2. Selectascopename.Thevaultobjectsandcommandsthatareclearedfortheselectedscopedis-
appear.ThecommandsthathavebeenconfiguredfortheselectedScopetoolbarappear.
4.16
Settingpersonal options
Optionsforthewaydocuments,workflows,andviewsworkareconfiguredbyasystemadministrator.But
youcanconfiguremanyoptionsforthewaytheMeridianclientapplicationsappearandwork.
Tosetyourpersonaloptions:
1. ClickOptionsontheViewmenu.TheOptionsdialogboxappears.
2. Selectoptionsonthetabsusingthedescriptionsfoundinthefollowingtopics.
4.16.1
Arrangingthewindowlayout
Thesize,position,andvisibilityofseveralofthePowerUserwindowpanescanbechangedtosuityourpref-
erences:
Shortcuts
Properties
Viewer
Theycanbeindividuallymoved,docked,andcollapsedtoanysideofthePowerUserwindow,eachother,or
bedraggedintopositionanywhereontheWindowsdesktop.Thismakesiteasytoarrangethepanesthatyou
usethemosttolocationsthatarethemostcomfortabletoyou.
Tomakeawindowpanedockedorfloating:
1. Right-clickawindowpaneandselectDockingorFloating.Thewindowpaneappearsdockedor
floating,respectively.YoumayalsodragawindowpanetotheWindowsdesktoptomakeitfloating.
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TomoveadockedpanetoadifferentlocationwithinthePowerUserwindow:
1. Clickanddragthetitlebarofthewindowpanethatyouwanttomoveuntildockingguidesappear,sim-
ilartothefollowingfigure.
2. Dropthewindowpaneontothedockingguideicon
nearesttothewindowedgewhereyouwant
thepanetoappear.Theareawherethetabwillbedockedwillappearshadedtohelpyouselectthe
correctposition.Toplacethepanewithinthespaceoccupiedbyanotherwindowpane,dropthepane
ontoadockingguidewithinthedockingguideclustershowninthefollowingfigure.
Thedockingguideclusterwillapplythechangetothewindowpaneoverwhichyouhoverthepointer.
Whenawindowpaneisdocked,itmaybeautomaticallyhiddenwhennotinusebyenablingitsAutoHide
option.
BlueCieloMeridianEnterprise2014User'sGuide
44
ToenabletheAutoHideoptionofawindowpane:
1. Right-clickawindowpaneandenableAutoHide.Thewindowpanecollapsestotheverticaledgeof
thewindowtowhichitisdocked.YoumayalsoenableAutoHidebyclickingthepane’spinicon
.
Totemporarilyshowahiddenwindowpane,hoverthepointeroverthepane’stab.Thepanewillauto-
maticallyhidewhenthepointerismovedawayfromthepane.
TocleartheAutoHideoptionofawindowpane:
1. Right-clickawindowpaneanddisableAutoHide.Thewindowpaneanchorstotheverticaledgeof
thewindowtowhichitisdocked.YoumayalsodisableAutoHidebyclickingthepane’spinicon
.
Toresetthewindowlayouttoitsdefaultarrangement:
1. OntheViewmenu,selectResetLayout.Thelayoutisrestoredtothedefaultarrangement.
4.16.2
Configuringtheapplication look
ThevisualwindowstyleofthePowerUserwindowcanbeselectedfromamongmanycommonstandards.
Theselectedstyleisappliedtothewindowregardlessofthevisualstyleusedbytheversionofyourcom-
puter’soperatingsystem.
Toconfiguretheapplicationlook:
1. OntheViewmenu,pointtoApplicationLook,andselectastylefromthesubmenu.Thewindow’s
styleischangedtoyourselection.
4.16.3
Settinggeneral options
TheoptionsontheGeneraltabcontrolstartupandscanneroptions.
Thefollowingtableliststheoptionsandtheirdescriptions.
Option
Description
Rememberlastdoc-
umentbetweenses-
sions
Remembersthelastselecteddocumentwhenyoureopenavault.
Note    Theactiveviewisnotsavedbetweenvaults,sothedocumentwillbe
openedinthedefaultview,ifpossible.
Rememberlastdoc-
umentbetweenviews
RemembersthelastselecteddocumentwhenyouchangeNavigationviews.
Scanneroptions
ClicktosetoptionsfortheinstalledMeridianscannerdriver.Theavailable
optionsdependonthescannerhardwareandthescannerdriverinstalled.
Ipreferonlinehelp
ShowsonlinewebhelpcontentinawebbrowserwhenyoupressF1fromwithin
anyMeridianclientapplication.
Ipreferlocalhelp
ShowslocalhelpcontentwhenyoupressF1fromwithinanyMeridianclient
application.
General options
Tip    MostMeridianusersprefertoenablebothoptionsintheStartupgroup.
BlueCieloMeridianEnterprise2014User'sGuide
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4.16.4
Settingappearanceoptions
TheoptionsontheAppearancetabcontrolredlinedisplay,Navigationviewpanedisplay,shortcutmenucus-
tomization,andotheroptions.
Thefollowingtableliststheoptionsandtheirdescriptions.
Option
Description
Redlinewidth
Thewidthinpixelstodisplayredlinesintheviewerwindow.Valuesgreaterthan1dis-
playredlinesbolderthanmostotherdrawingentitiesexceptwidepolylines.ClickViewer
Optionstosetotheroptions.
Showrendi-
tionsby
default
Enablesthedisplayofrenditionsintheviewerandshowsthembydefaultinsteadofthe
sourcedocument.
Note    Evenifthisoptioniscleared,renditionswillbeshownintheviewerbydefaultif
youhavenotbeengrantedtheViewContentprivilege.
Showgrid
lines
DisplayshorizontalgridlinesbetweenitemsinNavigationviews,similartoaspread-
sheet.
Enable
Explorerview
insidework
areas
EnablesselectionoftheExplorerviewwhenthecurrentcontextisaworkarea.Thisdis-
playsthelocationoftheworkareadocumentswithintheMainareafolderstructure.The
propertyvaluesofdocumentsthatarenotassignedtothecurrentworkareaappearin
graytosignifythatactionstakenonthemwillbeexecutedintheMainarea.
Tip    Thisoptionisusefulforassigningdocumentstothecurrentworkareawithouthav-
ingtoswitchcontextsbetweentheworkareaandtheMainarea.
Columnhead-
ers
ClickFonttochangethefontusedtodisplaycolumnheaders.
Scope
ClickFonttochangethefontusedtodisplaydocumentpropertyvalues.
Underchange
Clickthecolorswatchtoselectadifferentcolorforthepropertyvaluesofdocumentsin
workflows.
Inotherwork
areas
Clickthecolorswatchtoselectadifferentcolorforthepropertyvaluesofdocuments
residinginotherworkareas(includingtheMainarea).
Shortcut
menus
ClickConfiguretoselectcommandstoappearonthevariousshortcutmenus.
Showuserini-
tialsinstatus
bar
Displaysyourinitialsinthestatusbarinsteadofyourlogonname.
Warnwhen
openingadoc-
umentina
read-onlywork-
flowstate
Displaysawarningmessageifyouattempttoopenadocumentthatcannotbesavedto
thevaultduetoitscurrentworkflowstatus.
Appearanceoptions
BlueCieloMeridianEnterprise2014User'sGuide
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4.16.5
Settingactionsoptions
TheoptionsontheActionstabcontrolhowMeridianreactswhenyoutakecertainactions.
Thefollowingtableliststheoptionsandtheirdescriptions.
Option
Description
Selectingadocument
refreshestheviewer
pane
Selectyourpreference:
Automatically–Immediatelydisplaystheselecteddocument.
AfterclickingtheRefreshbutton–Displaystheselecteddocument
onlywhenyouclickRefresh.
Tip    Thisoptionisusefultoimprovetheresponsivenessofthe
Meridianclientapplicationandtoreduceunnecessarynetworktraffic.
Double-clickingthe
viewerpane
Selectyourpreference:
Expandstheviewertofullscreen–Expandstheviewertofull
screenwhenyoudouble-clicktheviewerwindow.
Opensthedocumentinitsnativeapplication–Opensthedoc-
umentinitsnativeapplicationwhenyoudouble-clicktheviewerwin-
dow.
Doesnothing–Doesnothingwhenyoudouble-clicktheviewerwin-
dow.
Double-clickinga
thumbnail
Selectyourpreference:
Togglestheviewerpanvisibility–Togglestheviewerpanvisibility
whenyoudouble-clickthedocument’sthumbnailimage.
Expandstheviewertofull-screen–Expandstheviewertofull-
screenwhenyoudouble-clickthedocument’sthumbnailimage.
Opensthedocumentinitsnativeapplication–Opensthedoc-
umentinitsnativeapplicationwhenyoudouble-clickthedocument’s
thumbnailimage.
Refreshesthethumbnail–Refreshesthethumbnailwhenyou
double-clickthedocument’sthumbnailimage.
Doesnothing–Doesnothingwhenyoudouble-clickthedocument’s
thumbnailimage.
Actionsoptions
BlueCieloMeridianEnterprise2014User'sGuide
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4.16.6
Settingadvancedoptions
TheoptionsontheAdvancedtabcontrolwhenthumbnailimagesaregenerated;variousperformance,viewer
behavior,andwarningmessages;andmiscellaneousoptions.
Thefollowingtableliststheoptionsandtheirdescriptions.
Option
Description
Afterdocument
import
Createsanewthumbnailimage.
Tip    Selectthisoptiontoensurethatnewdocumentsdisplayathumbnail.
Afterreleasinga
QuickChangeorsub-
mittingaworking
copy
Createsanewthumbnailimage.
Tip    Selectthisoptiontoensurethatchangeddocumentsdisplayanupdated
thumbnail.
Afterchangingthe
documentworkflow
state
Createsanewthumbnailimage.
Tip    Selectthisoptiontoensurethatthumbnailimagescontainingtitleblocks
thatarelinkedtovaultdataareupdated.
Useexistingpreview
image,ifavailable
Displaysthepreviewimageembeddedincertainfilesinsteadofcreatinga
redundantimage.
Tip    Selectthisoptiontoimprovesystemresponsivenessandsavediskspace.
Warnwhenafolder
containsmoredoc-
umentsthan
Displaysawarningmessagewhenexpandingafolderorselectinganotherview
mighttakelongerthanexpectedbecauseitcontainsmanydocuments.
Tip    Limitingthenumberofdocumentsperfoldermaintainssystemper-
formance.Theoptimumnumberofdocumentsperfolderdependsonthesystem
configuration.
Maximumsizeofa
tableviewpercall
LimitstheamountofinformationthattheMeridianclientapplicationrequestsfrom
theserveratonetime.
Tip    Optimizingthissettingmayimprovesystemperformance.Theoptimum
sizedependsonnetworkperformanceandtheaveragenumberofitemsper
folder.
Automaticallyrefresh
propertypages
CausesMeridiantorefreshthevaluesshownonpropertypagesautomatically
whenyoureturntoMeridianfromotherapplications.Otherwise,thevaluesare
refreshedwhenadocumentisselected.
Tip    Enablethisoptionifcriticalpropertyvaluesarechangedfromwithinother
applications,suchasviatitleblocklinks.Enablingthisoptionmayreducesys-
temresponsiveness.
Refreshtheviewer
panewitheverydoc-
CausesMeridiantorefreshthepropertyvaluesshowninNavigationviewsauto-
maticallyeverytimeyouselectanotherdocument.Otherwise,thevaluesare
Advancedoptions
Documents you may be interested
Documents you may be interested