BlueCieloMeridianEnterprise2014User'sGuide
48
Option
Description
umentselected
refreshedwhenaviewisopened.
Tip    Enablethisoptionifcriticalpropertyvaluesmaybechangedbyother
users.Enablingthisoptionmayreducesystemresponsiveness.
LoadNavigationview
dataondemand
CausesMeridiantoretrieveonlythedataforthenumberofitemsthatcanbe
showninthecurrentNavigationview,dependingonitssize.Moredatawillbe
retrievedonlywhenmoreitemsneedtobeshown.
Tip    Enablethisoptiontoimprovesystemperformance,especiallywhen
folderscontainfewerthan1,000items.
Note    Whenthisoptionisenabled,thecolumnfiltersthataredescribedin“Work-
ingwithNavigationviews”onpage99aredisabled.
Threshold
Thenumberofrecordsabovewhichon-demandNavigationviewloadingwillbe
used.
Tip    Decreasethisnumbertotheapproximateaveragenumberofitemsper
folder.
Suspendviewingthe
document
CausesMeridiantoreleasethedocumentshownintheviewertopreventcon-
flictswhenthedocumentisopenedinanotherapplication,suchasbytheOpen
inapplicationcommand.Otherwise,Meridiankeepsthedocumentopeninthe
viewer.
Whenfocusis
returned,reopendoc-
umentafter(msec)
ThenumberofmillisecondsforMeridiantowaitbeforereopeningasuspended
documentintheviewer.Thisallowsotherapplications,suchasthoseopenedby
theOpeninApplicationcommand,tosaveandclosethefilebeforeMeridian
reopensit.
Debugeventscript
EnablestheScriptDebuggersubmenuontheToolsmenuifavaliddebuggeris
installedonthecomputer.
Leavedataonthe
Clipboardwhenopen-
inganothervaultor
workarea
Enablethisoptionifyouwanttopastedocumentsbetweenvaultsorworkareas.
Advancedoptions (continued)
4.17
Understandingthecommand-linearguments
TheMeridianEnterprisedesktopclientapplicationssupportcommand-lineargumentsthatopentheapplic-
ationswitheitheraspecifiedobjectortheresultsofspecifiedsearchcriteria.Youcanusethecommandline
tocreatedesktopshortcutsortorunthestartupsearchanywherethatacommandlineisaccepted.
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BlueCieloMeridianEnterprise2014User'sGuide
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Tousethecommand-linearguments:
1. Createashortcutoropenacommand-linewindow.
2. SpecifythepathtothePowerUserexecutable,forexample:
"C:\Program Files\BC-Meridian\Program\PowerUserU.exe"
3. Specifythecommand-lineargumentsusingthedescriptionsinthefollowingtable.
Argument
Description
/AMFS
Thevaultinwhichtofindtheobjectsspecifiedbytheothercommand-linearguments.Usethe
followingsyntax:
/AMFS=M-<ServerName>,D-<DatastoreName>,S-<VaultName>
Forexample:
/AMFS=M-EngServer,D-MyCompany,S-BigVault
/O
TheIDoftheobjectwhereyouwanttoapplicationtoopen.TospecifytheIDofadocument,
useitsDocumentIDvalue.TospecifytheIDofafolder,usetheParentFolderID valueofa
documentorsubfoldercontainedinthefolder.Ifthisargumentisspecified,donotspecifythe
/DT or/PF arguments.
/DT
Documenttypesearchcriteriaspecifiedasalistoftheinternalordisplaynamesofthedoc-
umentstypesinwhichtosearch.
Forexample:
/DT="GenericDocument,Drawing,EmailDocType"
Thisargumentmaybespecifiedincombinationwiththe/PFargument.Ifthisargumentisspe-
cified,donotspecifythe/O argument.
/PF
Propertysearchcriteriaspecifiedusingthefollowingsyntax:
/PF=<PropertyName>,<PropertyValue>,<Operator>
Forexample:
/PF="DrawingNumber,D-09-12345,OP_STARTWITH"
TheOperatorargumentisspecifiedasashortenedversionofoneoftheIC_OPERATOR con-
stantsthatcanbefoundintheConstantsbranchoftheObjectBrowserintheMeridianEnter-
priseVBScriptEditor.ThedefaultisOP_EQUALS.
Thisargumentmaybespecifiedincombinationwiththe/DTargument.Ifthisargumentisspe-
cified,donotspecifythe/O argument.
Command-linearguments
AnexampleofacompletecommandlinethatopensPowerUserandsearchesfordocumentsofaspecificdoc-
umenttypeandthathavespecificpropertyvaluesis:
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BlueCieloMeridianEnterprise2014User'sGuide
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"C:\Program Files\BC-Meridian\Program\PowerUserU.exe" /AMFS=M-PRECISION,D-
TM,S-TM /DT=Submittal /PF="Status,Under Change,OP_EQUALS"
TheprecedingexamplewouldopenPowerUserdirectlytoalistofdocumentsoftheSubmittaldocument
typethathavethevalueUnderChangefortheStatusproperty.
TheresultsofopeningthevaultwithcommandlineargumentswillbeshowninaviewnamedStartup
Search.
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BlueCieloMeridianEnterprise2014User'sGuide
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5 ABOUTWEB ACCESS
WebAccessisthenamefortheintranet/InternetaccesssystembuiltintoMeridian.WebAccessletsyou
workwithMeridianEnterprisevaultsusingtheMeridianWebClientinanInternetExplorerwebbrowser.
theMeridianWebClientistheidealclientapplicationfor:
OccasionalLANusers
WANusers
Remoteusers
Travelingusers
Telecommuters
Consultants,contractors,andotherbusinesspartners
Note    IfyouwillbemakingchangestodocumentsandyourconnectiontotheMeridianapplicationserveris
notoveraLAN,setApplicationIntegrationtoRemotemodeasdescribedin“SettingApplicationIntegration
options”onpage85.ThiswillsynchronizethevaultwithyourchangesusingtheInternetinsteadofDCOM,
whichdoesnotworkwellexceptoveraLAN.
ThefollowingfigureidentifiesthevariousareasoftheMeridianWebClientwindowwhenbrowsingavault.
ThefollowingfigureidentifiesthevariousareasoftheMeridianWebClientwindowwhenviewingadocument.
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BlueCieloMeridianEnterprise2014User'sGuide
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Thefollowingtabledescribeseachareaoftheapplicationwindow.
Number
Name
Description
1
Context
bar
Ontheleftside,provideslistsforchangingthecurrentvault,timecontext,scope,
andnavigationview.Ontherightside,providesiconstochangeyourpreferences
andlogoff.
Note TimeContextappearsonlyifithasbeenenabledinyourWebAccesspref-
erences.
2
Toolbar
Quickaccesstocommoncommands.
3
Navigation
pane
Oneofvarioushierarchicalviewsofthevaultcontents.Selectanotherviewfrom
thelistinthecontextbar.
4
Document
pane
Displaysthepropertypagesfortheselecteddocumentorfolder.
FeaturesoftheWebAccessclientwindow
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BlueCieloMeridianEnterprise2014User'sGuide
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Number
Name
Description
5
Property
pagetabs
ClicktodisplaythesamepropertypagesasshownintheotherMeridianclient
applicationswithonlyslightlydifferentfunctionality.Ifthedocumentisahybrid,a
specialHybridPartspropertypagetabappearsattherightsidethatwillshowa
listoftheavailablehybridpartsfortheselecteddocument.
6
Menubar
MenusofMeridiancommands.Displayedonlywhenadocumentisselected.The
commandslistedonthevariousmenusarethesameasthoseontheDocument
shortcutmenu.
7
Property
pages
Propertyvaluesforthecurrentlyselecteddocument.Thenumberandnamesof
propertypagesvarieswiththecurrentlyselecteddocumenttype.
8
URLs
WebAccessaddressesoftheselecteddocumentanditsrendition(ifavailable)
 thatyoucancopytotheClipboardandpasteinotherdocumentsorsystemstocre-
atealinktothedocument.
9
Thumbnail
Astaticpreviewimageoftheselecteddocument.Clicktoviewthedocumentina
viewerwindowthesameasdescribedforPowerUser.
FeaturesoftheWebAccessclientwindow(continued)
Aswithmostwebpages,bluetextintheMeridianWebClientindicatesahyperlink.TheMeridianWebClient
displayshyperlinksforopeningfoldersandthedocumentlog.
Warning    WebAccesssavessessioninformationonaper-userbasis.ThisdiffersfromPowerUser,which
savesinformationonaper-sessionbasis.Topreventerrorsandlostdata,donotlogontomultiplesessionsof
WebAccesssimultaneouslywiththesameuseraccount.
ThefollowingtopicsdescribehowtousetheMeridianWebClienttoperformcommontasks.
5.1
Understanding theshortcutmenus
WebAccessfeaturesshortcutmenusthatcanbeopenedintheNavigationviewsandintheviewerwindow.
Thesemenusgiveyouquickeraccesstothecommandsyouusemostwithouthavingtoselectthemfromthe
menubar.
YouopenshortcutmenusintheNavigationviewbyright-clickingtheobjectorselectionthatyouwanttowork
with.
5.1.1
Documentshortcutmenudetails
TheDocumentshortcutmenucontainscommandsforworkingwithonedocument.Itisonlyvisiblewhena
documentisselected.Inanynavigationview,right-clickadocumentnametodisplaytheDocumentshortcut
menu.Eachsectionoftheshortcutmenuappearsasaseparatemenuinthemenubarwhenadocumentis
selected.
ThefollowingtablebrieflydescribeseachcommandontheDocumentshortcutmenu.Refertotopicselse-
whereinthisguidefordetails.
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BlueCieloMeridianEnterprise2014User'sGuide
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Command
Description
Edit
Copy
Makesacopyofthedocument,creatinganewdocument.Wizardpagesareshownifavail-
able.Formoreinformation,see“Copyingadocument”onpage138.
Derive
Createsaderivativeofadocument.Wizardpagesareshownifavailable.Formoreinform-
ation,see“Understandingthecopycommands”onpage137and“Derivingadocument”on
page139.
Replace
Createsareplacementofthedocument.Theoriginaldocumentisretired.Formoreinform-
ation,see“Understandingthecopycommands”onpage137and“Replacingadocument”
onpage140.
Rename
Renamesthedocument.Youarepresentedwithadialogtotypethenewname.Formore
information,see“Replacingadocument”onpage140.
Delete
Deletesthedocumentfromthevault.Formoreinformation,see“Derivingadocument”on
page139.
Vault
Find
DisplaystheFindpage.Formoreinformation,see“UsingFind”onpage104.
NewCol-
lection
Createsanewemptycollection.
<Public
Collections>
Selectingasavedsearchdisplaysitssearchcriteriaforeditingandexecution.Formore
information,see“Configuringadynamiccollection”onpage111.
Commands
<Custom
Commands>
Anysystemadministrator-definedcustomcommandsthatoperateonadocumentarelis-
tedhere.
Document
NEW
Open
DownloadstheselecteddocumentandopensitintheregisteredWindowsapplication.
ThiscommandoverridesthePromptbeforedownloadandOpenitinapplicationset-
tingsbutcomplieswiththeothersettingsdescribedin“Documenttransferoptionsdetails”
onpage81.
Download
Document
DownloadsthelatestrevisionofthedocumenttoyourLocalWorkspace.Formoreinform-
ation,see“Aboutlocalworkspaces”onpage91.
Download
Rendition
DownloadstherenditionofthelatestrevisionofthedocumenttoyourLocalWorkspace.
Formoreinformation,see“Aboutlocalworkspaces”onpage91.
ReplaceCon-
tent
Uploadsanewfiletoreplacethecontentoftheselecteddocument.Formoreinformation,
see“Uploadingdocuments”onpage73.
Documentshortcutmenucommands
BlueCieloMeridianEnterprise2014User'sGuide
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Command
Description
ShowDocu-
ment
Opensthedocumentcontentorarenditionintheviewer.Whichversionisopenedby
defaultisdeterminedbytheViewrenditionsoptiondescribedin“Settingpersonalpref-
erences”onpage79.YoumaythenswitchtotheotherversionbyclickingShow
DocumentorShowRenditionintheviewerwindow.Wherethevieweropensbydefault
isdeterminedbytheViewdocumentsinaseparatebrowserwindowoptionas
describedin“Settingpersonalpreferences”onpage79.
Compare
Comparestheselecteddocumentsintheviewerasdescribedin“Comparingdocuments”
onpage149.
ShowRevi-
sions
Showsalistofalltherevisionsofthedocumentthatresideinthevault.Formoreinform-
ation,see“Viewingpriorrevisions”onpage147.
ShowRefer-
ences
Showsallincomingandoutgoingreferences.Formoreinformation,see“Viewingref-
erences”onpage158.
CreateRefer-
ences
Createnewreferencestoorfromtheselecteddocument.Formoreinformation,see“Creat-
ingareference”onpage157.
Update
Thumbnail
Updatesthethumbnailimagefortheselecteddocument.
Unlock
Rendition
Unlockstherenditionfortheselecteddocument.Formoreinformation,see“Unlocking
renditions”onpage168.
Update
Rendition
Updatestherenditionfortheselecteddocument.Formoreinformation,see“Updatingrendi-
tions”onpage167.
Assignto
WorkArea
Ifworkareasexistinthevault,displaysapagelistingworkareaswherethedocumentcan
beassigned.Formoreinformation,see“Assigningadocumenttoaworkarea”onpage
185.
ModifyRevi-
sionNum-
ber
Allowsyoutomanuallymodifytherevisionnumberofthedocument.Formoreinformation,
see“Changingtherevisionnumberofanexistingdocument”onpage156.
Change
Document
Type
Changesthedocumenttypeofthedocument.Formoreinformation,see“Changingadoc-
ument’stype”onpage143.
IssueNew
FileName
Issuesanewdocumentnamebasedonthenamingconventionconfiguredforthedoc-
umenttype.Formoreinformation,see“Issuinganewfilename”onpage157.
Rendition
Attach
Rendition
Attachesalocalfilethatyouselectastherenditionoftheselecteddocument.Formore
information,see“Attachingrenditions”onpage167.
Update
Queuestheselecteddocumentforitsrenditiontobeupdated.Formoreinformation,see
Documentshortcutmenucommands(continued)
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Command
Description
Rendition
“Updatingrenditions”onpage167.
Workflow
<Workflow
Transitions>
Thenamesofvalidworkflowtransitionsforthecurrentstatusoftheselecteddocumentare
listedhere.Thenamesvarydependingontheworkflowassignedtothedocumenttype.For
moreinformation,see“Routingadocumentinaworkflow”onpage136.
Master/ProjectCopy
<Change
Management
Commands>
Thenamesofvalidchangemanagementcommandsforthecurrentstatusoftheselected
documentarelistedhere.Thenamesvarydependingonwhethertheselecteddocumentis
amasterdocumentoraprojectcopy,it’scurrentstatus,andwhethertheMeridian
AdvancedProjectWorkflowModuleisenabledforthevault.Formoreinformation,see
“Aboutprojectfolders”onpage172.
Miscellaneous
Preferences
OpensthePreferencespagewhereyoucanconfigurevariousoptions.Formoreinform-
ation,see“Settingpersonalpreferences”onpage79.
LogOff
Logsoffthecurrentuserandreleasesalicense.Formoreinformation,see“Loggingoff”on
page83.
Documentshortcutmenucommands(continued)
Note Thecommandsinthismenuarecontextsensitive,meaningtheirvisibilitydependsonthecurrent
workflowstateoftheselecteddocumentandyoursecurityprivileges.
5.1.2
Foldershortcutmenudetails
TheFoldershortcutmenucontainscommandsforworkingwithallofthedocumentsinafolder.Itisonlyvis-
iblewhenafolderisselectedintheExplorerview.Right-clickafoldertodisplaytheFoldershortcutmenu.
ThefollowingtablebrieflydescribeseachcommandontheFoldershortcutmenu.Refertotopicselsewhere
inthisguidefordetails.
Command
Description
Folder
NewFolder
Createsasubfolderinthecurrentfolder.Formoreinformation,see“Creatingafolder”on
page71.
<Folder
Types>
Anysystemadministrator-definedfoldertypesthatcanbecreatedattheselectedfolder
levelarelistedhere.Formoreinformation,see“Creatingafolder”onpage71.
<Project
Definitions>
Anysystemadministrator-definedprojectdefinitionsthatcanbecreatedattheselected
folderlevelarelistedhere.Formoreinformation,see“Creatinganewprojectfolder”on
Foldershortcutmenucommands
BlueCieloMeridianEnterprise2014User'sGuide
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Command
Description
page173.
AddDocu-
ment
Addsanewdocumentinthecurrentfolder.Thedocumentcanbecreatedfromatemplate
residinginthevaultorfromafileyouselecttoupload.Formoreinformation,see“Upload-
ingdocuments”onpage73and“Creatingdocuments”onpage72.
ImportDocu-
ments*
Displaysadialogthatcanbeusedtouploadmultipledocumentstothecurrentfolderinone
operation.Formoreinformation,see“Uploadingdocuments”onpage73and“Creatingdoc-
uments”onpage72.
Buildreport
Displaysapagelistingreportdefinitionsfromwhichtoselectandbuildareportfile.For
moreinformation,see“Buildingareport”onpage74.
Edit
Rename
Folder
Renamesthecurrentfolder.
Delete
Folder
Renamesthecurrentfolder.
Properties
Displaysthefolder’spropertypagesforediting.
Vault
Find
DisplaystheFinddialog.Formoreinformation,see“UnderstandingFindDocuments”on
page65.
Findinthis
folder
DisplaystheFindDocumentsdialogwithwhichyoucansearchfordocumentswithinthe
selectedfolder.Formoreinformation,see“UnderstandingFindDocuments”onpage65.
NewCol-
lection
Createsanewemptycollection.
<Public
Collections>
Selectingasavedsearchdisplaysitssearchcriteriaforeditingandexecution.Formore
information,see“Configuringadynamiccollection”onpage111.
<Custom
Commands>
Anysystemadministrator–definedcustomcommandsthatoperateonafolderarelisted
here.
Download*
Downloadsthecontentfilesforalldocumentsresidingintheselectedfolder.Formore
information,see“Downloadingdocuments”onpage72.
Upload*
Uploadsnewcontentfilestoreplacethecontentofalldocumentsresidingintheselected
folder.Formoreinformation,see“Uploadingdocuments”onpage73.
Lock*
Downloadsthecontentfilesforalldocumentsresidingintheselectedfolderandlockthe
documentsinthevault.Formoreinformation,see“Lockingandunlockingdocuments”on
page93.
Foldershortcutmenucommands(continued)
Documents you may be interested
Documents you may be interested