BlueCieloMeridianEnterprise2014User'sGuide
58
Command
Description
Unlock*
Uploadsnewcontentfilestoreplacethecontentofalldocumentsresidingintheselected
folderandunlockthedocumentsinthevault.Formoreinformation,see“Lockingand
unlockingdocuments”onpage93.
Commands
<Custom
Commands>
Anysystemadministrator-definedcustomcommandsthatoperateonafolderarelisted
here.
Content
Download
Downloadstheoriginalformatfilesforthedocumentscontainedintheselectedfolderand
itssub-folders.Formoreinformation,see“Downloadingdocuments”onpage72.
Upload
Uploadsoriginalformatfilesforthedocumentscontainedintheselectedfolderanditssub-
folders.Formoreinformation,see“Uploadingdocuments”onpage73.
Lock
Locksthedocumentscontainedintheselectedfolderanditssub-folders.Formoreinform-
ation,see“Lockingandunlockingdocuments”onpage93.
Unlock
Unlocksthedocumentscontainedintheselectedfolderanditssub-folders.Formore
information,see“Lockingandunlockingdocuments”onpage93.
Workflow
<Workflow
Transitions>
Thenamesofvalidworkflowtransitionsforthecurrentstatusofalldocumentsresidingin
thecurrentfolderarelistedhere.Thenamesvarydependingontheworkflowsassignedto
thedocumenttype.Formoreinformation,see“Workingwithdocumentworkflows”onpage
74.
Miscellaneous
Preferences
OpensthePreferencespagewhereyoucanconfigurevariousoptions.Formoreinform-
ation,see“Settingpersonalpreferences”onpage79.
LogOff
Logsoffthecurrentuserandreleasesalicense.Formoreinformation,see“Loggingoff”on
page83.
Foldershortcutmenucommands(continued)
*TheEnableWebAccessclientcomponentsoptionmustbeenabledonthePreferencespageforthese
commands.
Note Thecommandsinthismenuarecontextsensitive,meaningtheiravailabilitydependsonthecurrent
workflowstateoftheselecteddocument.
5.1.3
Selection shortcutmenudetails
TheSelectionshortcutmenucontainscommandsforworkingwithaselection(batch)ofdocuments.Itisonly
visiblewhenatleastonedocumentisselected.Tomakeaselectionofdocuments,selectcheckboxesonthe
leftsideofthenavigationview.Inanynavigationview,right-clickaselectionofdocumentstodisplaythe
Selectionshortcutmenu.
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59
Note    TodisplaytheSelectionshortcutmenu,youmustnotright-clickadocumentorfoldername;oth-
erwisetheDocumentorFoldershortcutmenuwillappearinstead.Inotherwords,right-clickwhenthe
pointerisanarrow
insteadofahand
.
ThefollowingtablebrieflydescribeseachcommandontheSelectionshortcutmenu.Refertotopicselse-
whereinthisguidefordetails.
Command
Description
ClearSelec-
tion
Clearstheactiveselectionofdocuments.
Vault
AddDocu-
ment
Addsanewdocumentinthecurrentfolder.Thedocumentcanbecreatedfromatemplate
residinginthevaultorfromafileyouselecttoupload.Formoreinformation,see“Upload-
ingdocuments”onpage73and“Creatingdocuments”onpage72.
Import
Documents
1
Displaysadialogthatcanbeusedtouploadmultipledocumentstothecurrentfolderinone
operation.Formoreinformation,see“Uploadingdocuments”onpage73and“Creatingdoc-
uments”onpage72.
<PublicCol-
lections>
Selectingasavedsearchdisplaysitssearchcriteriaforeditingandexecution.Formore
information,see“Configuringadynamiccollection”onpage111.
<Custom
Commands>
Anyadministrator-definedcustomcommandsthatoperateonaselectionofdocuments.
AddtoCol-
lection
Addstheselecteddocumentstoanexistingcollectionthatyouselect.
IssueNew
FileName
Issuesanewdocumentnamebasedonthenamingconventionconfiguredforthedoc-
umenttype.Formoreinformation,see“Issuinganewfilename”onpage157.
BuildReport
Displaysapagelistingreportdefinitionsfromwhichtoselectandbuildareportfilebased
ontheselecteddocuments.Formoreinformation,see“Buildingareport”onpage74.
Commands
<Custom
Commands>
Anysystemadministrator-definedcustomcommandsthatoperateonaselectionofdoc-
umentsarelistedhere.
Selection
Selectionshortcutmenucommands
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BlueCieloMeridianEnterprise2014User'sGuide
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Command
Description
NEW
Open
DownloadstheselecteddocumentsandopensthemintheregisteredWindowsapplic-
ation.
Notes
ThiscommandoverridesthePromptbeforedownloadandOpenitin
applicationsettingsbutcomplieswiththeothersettingsdescribedin“Document
transferoptionsdetails”onpage81.
Iftheselectionincludesdocumentsthatarereferencedbyotherdocumentsinthe
selection,thedocumentsthatareopenedmightnotbetheonesthatyouexpect,
dependingonwhichdocumenthasfocuswhenyourunthiscommand.
Download
Selected
1
Downloadsthelatestrevisionsoftheselecteddocuments.
Download
Rendition
DownloadstherenditionsofthelatestrevisionsofthedocumentstoyourLocalWork-
space.Formoreinformation,see“Aboutlocalworkspaces”onpage91.
Compare
Comparestheselecteddocumentsintheviewerasdescribedin“Comparingdocuments”
onpage149.
Delete
Deletestheselecteddocumentsfromthevault.Formoreinformation,see“Deletingand
undeletingdocumentsandfolders”onpage144.
Convertto
Hybrid
IssueNew
FileName
Issuesanewdocumentnametoeachselecteddocumentbasedonthenamingconvention
configuredforthedocumenttype.Formoreinformation,see“Issuinganewfilename”on
page157.
Buildreport Displaysapagelistingreportdefinitionsfromwhichtoselectandbuildareportfilebased
ontheselecteddocuments.Formoreinformation,see“Buildingareport”onpage74.
Workflow
<Workflow
Transitions>
1
Thenamesofvalidworkflowtransitionsforthecurrentstatusoftheselecteddocuments
arelistedhere.Thenamesvarydependingontheworkflowassignedtothedocumenttype.
Formoreinformation,see“Workingwithdocumentworkflows”onpage74.
<WorkArea
Transitions>
Thenamesofvalidworkareatransitionsforthecurrentstatusoftheworkareaarelisted
here.Thenamesvarydependingontheworkflowconfiguredfortheworkarea.Formore
information,see“Workingwithworkareas”onpage75.
Master/ProjectCopy
Selectionshortcutmenucommands(continued)
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Command
Description
<Change
Management
Commands>
Thenamesofvalidchangemanagementcommandsforthecurrentstatusoftheselected
documentarelistedhere.Thenamesvarydependingonwhethertheselecteddocumentis
amasterdocumentoraprojectcopy,it’scurrentstatus,andwhethertheMeridian
AdvancedProjectWorkflowModuleisenabledforthevault.Formoreinformation,see
“Aboutprojectfolders”onpage172.
Miscellaneous
Preferences
OpensthePreferencespage,whereyoucanconfigurevariousoptions.Formoreinform-
ation,see“Settingpersonalpreferences”onpage79.
LogOff
Logsoffthecurrentuserandreleasesalicense.Formoreinformation,see“Loggingoff”on
page83.
Selectionshortcutmenucommands(continued)
Notes
1. TheEnableMeridianWebClientoptionmustbeenabledforthesecommands.
Thecommandsinthismenuarecontextsensitive,meaningtheirvisibilitydependsonthecurrent
workflowstateoftheselecteddocument.
5.2
Opening avault
ToopenavaultintheMeridianWebClient:
1. OpenInternetExplorer.
2. TypetheaddressoftheMeridianwebsiteandpressEnter.Theformatoftheaddressis:
http://<servername>/Meridian/start
Checkwithasystemadministratorifyouareunsureoftheaddress.Theadministratormayalsohave
createdadesktopshortcutforyou.
3. Dependingonhowyoursystemisconfigured,youmayneedtologon.
4. Thevaultselectionpageappears.
5. Clickthenameofthevaultthatyouwanttoopen.Ifyouhavenotyetselectedadefaultscopeforthe
vaultthescopeselectionpageappears.
6. Clickthenameofthescopethatyouwanttouse.TheExplorerviewappears.
5.3
Navigatingtoadocument
YoucanusetheNavigationviewsinWebAccesstobrowsetodocumentsjustasyoucanintheother
Meridianclientapplications.
ButunliketheotherMeridianclientapplications,youmustopenadocumentpropertypagebeforethemenu
barisvisibleandyoucanworkwiththedocument.
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BlueCieloMeridianEnterprise2014User'sGuide
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Tonavigatetoadocument:
1. FromtheViewmenu,selecttheNavigationviewthatdisplaysthemostinformationyouknowabout
thedocumentyouarelookingfor.
2. Clicktheiconornameofthefolderthatbestmatchestheinformationyouknowaboutthedocument
youwantfind.Thefolderopenstorevealitscontents.Toclosethefolder,clickitagain.Agreen
checkmark
indicatesthecurrentfolder.
3. Whenyoufindthedocumentyouarelookingfor,clickthedocumentnamehyperlinkintheNavigation
view.Thedocument’spropertypagesappear.Clickthedocument’siconintheNavigationview
insteadtoviewthedocumentinaviewerwindow.
4. Toreturntoexploringfolders,youcandooneofthefollowing:
ClicktheClosebuttoninthelower-rightcornerofthewindow.
ClicktheClosehyperlinkinthetop-rightcornerofthewindow.
ClickoneofthefoldernamesintheLocationpath.
5.4
Viewing documents
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.
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BlueCieloMeridianEnterprise2014User'sGuide
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ToviewadocumentinPowerUser:
1. Clickthedocumentnameinanynavigationview.
2. IftheViewerpaneisnotvisible,clicktheShoworHideviewertoolbutton
ordouble-clickthe
thumbnailimage.
Thedocumentappearsintheviewerpane.
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
BlueCieloMeridianEnterprise2014User'sGuide
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5.4.1
Setting printingoptions
ThedesktopversionsoftheAutoVueviewersareintegratedwithMeridianEnterpriseinsuchawaythatnotall
ofthefunctionalityofthedesktopversionsoftheviewersisaccessibleinMeridianEnterprise.Anexampleof
thisisprintingoptions.MeridianEnterpriseprovidesaccesstothebasicprintingoptionsbuttheAutoVueview-
erssupportmoreoptionsthanareshown.
TheseoptionsmaystillbeusedwithMeridianEnterprisebyspecifyingtheoptionsintheAutoVuecon-
figurationfilesasdescribedin"AutoVueXINI File","PenMappingOptions",and"PrintingOptions" inthe
OracleAutoVue,Desktop VersionInstallationandAdministrationManualthatcanbedownloadedfromthe
Oracle
website
andisavailableinthedistributionpackage.
ThedefaultlocationoftheAutoVueʹsAVX.inifileinstalledandusedbyMeridianEnterpriseis:
C:\Users\<UserName>\AppData\Roaming\Cyco\AutoManager View Control2
ThedefaultlocationoftheAutoVuepenmappingfilesinstalledandusedbyMeridianEnterpriseis:
C:\Program Files\Common Files\Cyco Shared\AutoVue
5.4.2
Installingthird-party viewers
FileformatsforsomeapplicationsarenotdirectlysupportedbyMeridianEnterprise.Ifyouneedtoviewan
unsupportedformat,afreeviewerisoftenavailablefordownloadfromtheapplicationdeveloper’swebsiteor
installedwiththeapplication.TointegratewithMeridianEnterprise,athird-partyviewermustbeanActiveX
control.SomeviewersaredetectedautomaticallybyMeridianEnterpriseiftheyareinstalledonthesamecom-
puter.Someotherthird-partyviewerscanbedetectedbyMeridianEnterpriseifsupportforthemisinstalledon
thecomputer.AnumberofregistryfilesareinstalledwithMeridianEnterprisearethatenablethissupportfor
someofthemorepopularthird-partyfileformatsandviewers.Foralistoftheviewersthataresupportedby
thisversion,seeBlueCieloMeridianEnterprise2014SupportedSoftware.
Toinstallsupportforathird-partyformatorviewer:
1. Installthethird-partyvieweronyourcomputer.
2. UsingWindowsExplorer,navigatetoC:\Program Files\BC-Meridian
Enterprise\Program\Viewers.
3. Selecttheregistryfilethatcorrespondstothefileformatorviewerinstalledonyourcomputer.
4. Double-clicktheregistryfiletoadditsinformationtoyourregistry.
5. RestartMeridianEnterpriseifitwasrunningwhenyouinstalledtheregistryinformation.
6. Selectadocumentintheformatforwhichyoujustinstalledsupport.Thedocumentshouldappearin
theviewer.Ifthefiledoesnotdisplayandyouhaveinstalledathird-partyviewerfortheformat,see
“Changingviewers”onpage118.
Warning    Consultyoursystemadministratorifyouareunsurehowtoperformthisprocedureandbefore
installinganyoftheregistryfiles.Youmaynothavesufficientsecuritypermissionstoinstallthem.
5.4.3
Changingviewers
Youmightpreferthewayoneviewerdisplaysaparticularfileformatoveranotherviewerorthewaythetools
workinoneviewerbetterthananotherviewer.Whenattemptingtodisplayadocument,MeridianEnterprise
BlueCieloMeridianEnterprise2014User'sGuide
65
triestousethefirstviewerinitslistofavailableviewersforeachfiletype.Ifthefirstviewerfails,itmoveson
tothenextviewerinthelist,andsoon.
Beforeyoubegin
YoumustbeanadministratorofthecomputerorUserAccountControl(UAC)disabled.
Tochangetheorderoftheviewersinthelistforafileformat:
1. Selectadocumentoftheformatforwhichyouwanttoselectadifferentviewer.Forexample,select
anAutoCADdrawingfileifyouwanttouseadifferentviewerforthisfileformat.
2. Right-clickintheviewerpaneandselectViewerOptions.TheViewerOptionsdialogboxappears.
UnderUseViewersinOrderisthelistofavailableviewersforAutoCADfiles.
3. Selectthedesiredviewerfromthelistandmoveittothetopofthelistusingthe
button.
4. ClickOK.
Youshouldnowseethedocumentdisplayedwiththechosenviewerintheviewerpane.Thisprocedure
appliestoallfileformatsandallviewers.
Note Forinformationonusingthetoolsthatarespecifictothird-partyviewers,refertothatviewer’sdoc-
umentation.
5.5
Finding documents
WebAccessoffersyouthreemethodsforfindingfordocuments:
Ifyouwanttoquicklysearchforasinglepropertyvalue,useQuickSearchonthetoolbar.
Ifyouwanttoviewasavedsearch,performaquicksearchusingmoreconditionsthanavailablewith
QuickSearchonthetoolbar,orsearchtheMainareausingonlypropertiesspecifiedbyasystem
administrator,useFindDocumentsinMainareaonthetoolbar.
Ifyouwanttosearchanyproperties,selectfromthemostconditions,orsearchmultiplevaults,use
GlobalSearch.
Thefollowingtopicsdescribeeachofthesemethods.
5.5.1
Understanding QuickSearch
QuickSearchperformsasimplesearchforthetextthatyoutype.Thesearchispreformedinalltextprop-
ertiesanddocumentcontent(ifconfiguredforthevault).Therearenooptionsforthissearchmethod.
TosearchusingQuickSearch:
1. TypethetextthatyouwanttofindinQuickSearchonthetoolbar.
2.
ClicktheRunSearchicon
orpressEnter.TheSearchresultspageappears.
5.5.2
Understanding FindDocuments
FindDocumentsallowsyoutoviewsavedsearchesortosearchtheMainareausingpropertiesconfigured
byasystemadministratorwithadditionalconditionsnotavailablewithQuickSearchexecutedfromthe
BlueCieloMeridianEnterprise2014User'sGuide
66
toolbar.
Toviewasavedsearch:
1. ClicktheFindDocumentsicon
inthetoolbar.TheFindDocumentsdialogboxappears.
2. SelectthesavedsearchyouwanttoviewfromSwitchto.Thesearch’scriteriaappears.
3. Modifythesearchcriteria,ifnecessary,byclearinganypropertiesyoudonotwanttosearch,select-
ingdifferentconditions,andchangingorenteringsearchvalues.SelectAllthesecriteriamustbe
mettocombinealltheselectedcriteria.
4. ClickFindNowtorunthesearch.ClickClosetoabortthesearch.TheSearchresultspage
appears.
Toperformanewsearch:
1. ClicktheFindDocumentsicon
inthetoolbar.TheFindDocumentsdialogboxappears.
2. Typeallorpartofthedocument’snameinName.Thewildcardcharacters?(anysinglecharacter)
and*(anystringofcharacters)areaccepted.OrselectQuickSearch,selectacondition,andtype
thetextyouwanttofind.
Note    UsingeitherNameorQuickSearchexcludestheotherpropertiesfromthesearch.
3. Ifasystemadministratorhasconfiguredthepagetolistspecificproperties,theywillappearinthe
lowerpartofthepagesimilartothefollowingfigure.Selectthepropertiesyouwanttosearch,selecta
conditionforeachselectedproperty,andtypeasearchvalueforeachselectedproperty.SelectAll
thesecriteriamustbemettocombinealltheselectedcriteria.
Note    IfsearchvaluesaretypedforeitherNameorQuickSearch,thesearchwillbeexecuted
usingthem,notthepropertiesyouselect.
4. ClickFindNowtorunthesearch.ClickClosetoabortthesearch.TheSearchresultspage
appears.
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67
5.5.3
Understanding Global Search
GlobalSearchallowsyoutosearchseveralvaultsatonetimeanditcombinestheresultsintooneview.
GlobalSearchistheonlysearchmethodinWebAccessthatwillfindtextinmemopropertiesorindocument
content.
TosearchwithGlobalSearch:
1. ClicktheGlobalSearchicon
inthetoolbar.TheFindDocumentsdialogboxappearsshowing
theCurrentcriterialistofpropertiesconfiguredbyasystemadministrator.
2. TypeallorpartofthedocumentnameinName.Thewildcardcharacters?(anysinglecharacter)and
*(anystringofcharacters)areaccepted.Theeffectivesearchcriteriawillbethecombinationofthe
NamecriteriaandthecriteriainCurrentcriterialist.
3. ThedefaultcriteriainCurrentcriterialistarepropertiesconfiguredbyasystemadministrator.
Selectanythatyouwantincludedinthesearch.
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