BlueCieloMeridianEnterprise2014User'sGuide
68
Toaddacriteriontothelist:
a. SelectanoptionfromProperty.
b. Selectasearchcondition.
c. TypeyourdesiredsearchtextinValue.
d. ClickAddtoList.
e. Repeatstepsatodtoaddmorecriteria.
f. SelectAllthesecriteriamustbemettocombinealltheselectedcriteria.
4. Tosearchmultiplevaults,clicktheVaultstab,selectthevaultstosearchintherightcolumnand
clicktheleftarrowbutton
toaddthemtotheleftcolumn.
5. Tochangetheorderinwhichthevaultsaresearched,hoverthepointeroverthevaultnameyouwant
tomovewithinthelistuntilaboxedarrowicon
appears.Clickthearrowthatcorrespondsto
thedirectionyouwanttomovethevaultnamewithinthelist.Repeatuntilthevaultsarelistedinthe
correctsearchorder.
6. ClickFindNowtorunthesearch.ClickClosetoabortthesearch.TheSearchresultspage
appears.
5.5.3.1 Referencesoptions
TheReferencestaboptionsdeterminewhichdocumentsthatarerelatedtodocumentsinthesearchresults
willalsoappearinthesearchresults.TheReferencestabisonlyavailablefordocumentsearches.Thefol-
lowingtabledescribestheseoptions.
Option
Description
Includedocumentsbyreference
Includesdocumentsbyreferenceinthesearchresults.
Includedocumentsreferencedby
thefounddocuments
Includesonlydocumentsthatarereferencedby(outgoingref-
erences)documentsinthesearchresults.
Includedocumentsthatreference
thefounddocuments
Includesonlydocumentsthatreference(incomingreferences)doc-
umentsinthesearchresults.
Includeboth
Includesalldocumentswithreferencestodocumentsinthe
searchresults.
Recursively
Includesalldocumentscontiguouslyassociatedbyanytypeofref-
erences.
Restricttothefollowingreference
type
Includesonlydocumentswithreferencesoftheselectedtype.
Referencesoptions
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BlueCieloMeridianEnterprise2014User'sGuide
69
Option
Description
Includedrawingandpresentation
files
IncludesAutodeskInventordrawingandpresentationfilesinthe
searchresults.
Includehybridparts
Includeshybridpartsinthesearchresults.
Referencesoptions (continued)
5.5.4
NEW
 Showingmasterand projectcopies
Toviewthereferencesbetweenmasterdocumentsandprojectcopies:
1. Right-clickeitheramasterdocumentoraprojectcopy,pointtoManagedChange,andthenclick
Showmasterandprojectcopiesontheshortcutmenuthatappears.
OR
SelecteitheramasterdocumentoraprojectcopyandthenontheDocumentpagenexttothedoc-
umentname,clicktheShowmasterandprojectcopiesicon
.
TheMasterandProjectCopiespageappearsandshowsthecurrentdocumentanditsreferences
totheotherdocumentsinitsfamily.Therowofthecurrentdocumentishighlightedsothatyouknow
whereyouarewithinthefamily.
Tip    Thework-in-progressiconisred
formasterdocuments,blue
forprojectcopies,and
crossedshovels
forinactiveprojectcopies.
2. Toseethepathofadocument:
Hoverthepointeroverthedocumentname.
Tousetheshortcutmenuforthedocument:
Right-clickthedocumentname.
Tohideobsoleteprojectcopies:
ClickHideinactiveprojectcopies.
Activeprojectcopiesarethoseprojectcopiesthathavenotyetbeenreconciledwiththemaster
document.
Inactiveprojectcopiesarethoseprojectcopiesthathavealreadybeenreconciledwiththeirmas-
terdocument.
Toreturntotheselecteddocument:
ClickClose.
5.6
Working withcollections
AMeridiancollectionisasetofdocumentsthatcanbecreatedforvariouspurposes,reused,andedited.You
canusecollectionswithmostMeridiancommandssuchasBuildReport,DraftPrint,andworkflowtrans-
itions.
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BlueCieloMeridianEnterprise2014User'sGuide
70
MeridianWebAccesscanonlycreatestaticcollections,notdynamiccollections.Astaticcollectionisa
savedlistofdocumentnames.Astaticcollectioniscreatedasanew,emptylist.Individualdocumentsand
selectionsofdocumentscanthenbeaddedtothecollectionandselecteddocumentsremovedfromthecol-
lection.EveryMeridianuserhasapermanent,personalstaticcollectionnamedMySearchResultsthatcan
bereusedandtowhichtowhichadditionaldocumentscanbeadded.
Workingwithcollectionsisdescribedinthefollowingtopics.
Relatedtasks
Viewingacollection
70
Creatingandeditingacollection
70
Deletingacollection
71
5.6.1
Viewing acollection
CollectionsappearinWebAccessasaviewintheViewlist,similartonavigationviews.
Toviewacollection:
1. IntheViewlist,clicktheclickthenameofthecollectionthatyouwanttoview.Thecollectioncon-
tentsappearinthenavigationviewpane.
Note    Whenthecollectionisconfiguredasdescribedin“Configuringadynamiccollection”onpage
111andtheAllowusertoedittheconditionandvalueoptionandtheMakethisqueryavailable
toWebAccessusersoptionareenabled,youmightseedifferentresultsinWebAccessthanin
PowerUserwhenyouinitiallyviewthiscollection.Thisisbecauseitisassumedthatyouwilleditthe
searchcriteriafirstbeforerunningthesearch.Criteriaotherthanthepropertiesandname(for
example,folderandobjecttypefilters) areignoredwhenthecollectionisfirstshown.
Tosortthedocumentsinacollectionbasedonaparticularcolumn:
1.
Clickthecolumnheadingthatyouwanttosorton.Anarrowheadicon
inthecolumnheadingindic-
atesthecurrentsortingcolumnandsortorder.
2. Clickthecolumnheadingagaintoreversethesortorder.
Relatedconcepts
Workingwithcollections
69
Relatedtasks
Creatingandeditingacollection
70
Deletingacollection
71
5.6.2
Creatingandediting acollection
YoucreateacollectioninWebAccessasanew,emptylisttowhichyouadddocuments.
Tocreateacollection:
1. IntheVaultgrouponanycontextmenu,clickCreateCollection.TheNewCollection dialogbox
appears.
2. TypeanameforthenewcollectionandpressEnter.
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BlueCieloMeridianEnterprise2014User'sGuide
71
Toadddocumentstoanexistingcollection:
1. Ifanavigationviewisshown,selectthedocumentsthatyouwanttoaddtothecollection.
2. IntheVaultgroupontheDocumentorSelectioncontextmenus,clickAddtoCollection.The
ChooseCollectiondialogboxappears.
OR
Ifyouareviewingthepropertypagesofadocument,ontheDocumentmenu,clickAddto
Collection.TheChooseCollectiondialogboxappears.
3. Inthecollectionlist,clickthenameofthecollectiontowhichyouwanttoaddtheselecteddoc-
umentsandclickOK.Thedocumentsareaddedtotheselectedcollection.
Note    Addingnewdocumentswhileviewingacollectionalsoaddsthedocumentstotheactivecol-
lection.
Toremovedocumentsfromanexistingcollection:
1. Openthecollectionfromwhichyouwanttoremovedocumentsasdescribedin“Viewingacollection”
onpage70.
2. Selectthedocumentsthatyouwanttoremovefromthecollection.
3. IntheVaultgroupontheDocumentorSelectioncontextmenus,clickRemovefromCollection.
Theselecteddocumentsareremovedfromtheactivecollection.
5.6.3
Deletingacollection
Deletingacollectiondeletesthedocumentlistthatdefinesthecollection’sview.Itdoesnotdeletethedoc-
umentsthemselves.
Todeleteacollection:
1. Openthecollectionthatyouwanttodeleteasdescribedin“Viewingacollection”onpage70.
2. Nexttothecollectionname,clicktheDeleteicon
.Thecollectionisdeleted.
5.7
Creatingafolder
Tocreateanewfolder:
1. Navigatetothefolderthatyouwanttobetheparentofthefolderyouareabouttocreate.
2. Right-clickthefolderandselectNewFolderontheshortcutmenu.TheCreatenewfolderdialog
boxappears,displayingthenameofthecurrentfolder,whichwillbecometheparentofthenew
folder.
3. TypethenewfoldernameandclickOK.Thenewfolderiscreatedandselected.
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BlueCieloMeridianEnterprise2014User'sGuide
72
5.8
Creatingdocuments
Tocreateanewdocumentfromatemplate:
1. Selectthefolderwhereyouwantthenewdocumenttoreside.Ifthelocationofnewdocumentsiscon-
trolledbythevault’sField-Pathdefinition,youcanselectanyfolderbecausetheField-Pathdefinition
willstorethedocumentinthecorrectfolderregardless.
2. ClicktheAddNewDocumenticon
inthetoolbar.TheAddDocument/SelectFiledialogbox
appears.
3. LeaveSelectfiletouploademptyandclickNext.
4. SelectadocumenttypefromDocumenttypeandclickNext.
5. SelectatemplatefromDocumenttemplateandclickNext.Anypropertypagesassignedtothedoc-
umenttypefornewdocumentsappear.
Thedefaultvaluesofthepropertiesonthesepagesarethenamesofthecorrespondingfoldersinthe
paththatyouright-clicked.
6. TypeanyknownvaluesinthepropertypagesandclickFinishwhenyouarefinished.
Thenewdocumentiscreatedinthecurrentfolderor,ifitslocationiscontrolledbythevault’sField-Pathdefin-
ition,itiscreatedinthatfolder.Theconfigureddocumenttypeworkflow(ifany)isstartedandthedocument’s
Generalpropertypageappears.
5.9
Downloading documents
Whenyouplacedocumentsunderchangetoyourselfinaworkflowasdescribedin“Workingwithdocument
workflows”onpage74,thedocumentsareautomaticallydownloadedtoyourLocalWorkspace,readyforedit-
ing.Inothersituationswhenyouwantalocalcopyofdocuments,youmustdownloadthemmanually.
Todownloadadocumenttoyourcomputer:
1. Inanavigationview,right-clickthenameofthedocumentthatyouwanttodownloadandontheshort-
cutmenuthatappears,clickDownloadDocumentorDownloadRenditiondependingonwhichfile
youwant.
OR
1. Whenviewingthepropertypagesofadocument,ontheDocumentmenuclickDownload
DocumentorDownloadRenditiondependingonwhichfileyouwant.
2. IftheBlueCieloUpload/DownloadControldialogboxappears,confirmthattheoptionsarewhat
youwant.TheoptionscanbesetanytimethedialogboxappearsorbyclickingOptionsonthe
Preferencespage.
3. ClickOK.Thedocumentdownloadstoyourcomputeraccordingtotheoptionsthatyousetinthe
BlueCieloUpload/DownloadControldialog.
Tip    ThedocumentisalsoaddedtotheRecentItemslistontheWindowsStartmenuforeasy
access.
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tutorial means ellipse-shaped objects with text placed inside annotation to document files, like PDF & Word on your document or image by changing its parameters
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BlueCieloMeridianEnterprise2014User'sGuide
73
5.10
Uploadingdocuments
Youcanuploadfilestothevaulteitherasnewdocuments,toreplacethecontentinexistingdocuments,oras
neworupdatedrenditions.
Notes
Touploadmorethanonedocumentatatime,theEnableMeridianWebClientoptionmustbe
enabledasdescribedin“Settingpersonalpreferences”onpage79.
ImportingfileswithexternalreferencesinthiswaywillnotcreateMeridianreferences.
Touploadfilesasnewdocumentsinthevault:
1. Selectthefolderwhereyouwanttheuploadeddocumentstoreside.
2. ClicktheAddNewDocumenticon
inthetoolbartouploadasingledocument.ClicktheAdd
MultipleDocumenticon
inthetoolbartouploadmorethanonedocument.TheAdd
Document/SelectFilesdialogboxappears.
3. ClickAdd,selectafiletoupload,andclickOpen.Thefilenameisaddedtothefilelist.Selectafile
andclickRemovetoremoveitfromthelist.
4. Repeatstep3toselectallofthefilesyouwanttouploadandthenclickNext.TheProgressdialog
boxappearswhilethefilesareuploaded,showingtheresults.
5. Ifapageappearspromptingyoutoselectadocumenttypeforfilesthatyouuploaded,selectfrom
DocumenttypeandclickNext.
6. Ifanypropertypagesappearforthedocumentsyouuploaded,typeanyknownvaluesintheproperty
pagesandclickFinishwhenyouarefinished.Thefilesareuploadedtothecurrentfolderor,iftheir
locationiscontrolledbythevault’sField-Pathdefinition,theyarecreatedintheappropriatefolders.
Touploadafiletoreplacethecontentofanexistingdocumentinthevault:
Notes
Topreventerrors,thedocumentmustbeinareleasedworkflowstateorthevaultmustbecus-
tomizedtoreleasethedocumentuponreplacementofthecontent.
Bydefault,theredlinesfortheexistingdocumentcontentwillbedeleted.Iftheredlinesshouldbe
retained(tocheckthatchangestothedocumenthavebeendoneproperly,forexample)consultasys-
temadministratoraboutdisablingthisbehavior.
1. Locatethedocumentforwhichyouwanttoreplaceitscontent.
2. Inanavigationview,right-clickthenameofthedocumentandontheshortcutmenuthatappears,
pointtoDocumentandthenclickReplaceContent.TheReplaceContentdialogboxappears.
3. ClickBrowseandselectthefilethatyouwanttoupload.
4. ClickYes.
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BlueCieloMeridianEnterprise2014User'sGuide
74
NEW
Touploadafileasarenditionofanexistingdocumentinthevault:
1. Locatethedocumentforwhichyouwanttouploaditsrendition.
2. Inanavigationview,right-clickthenameofthedocumentandontheshortcutmenuthatappears,
pointtoDocumentandthenclickAttachRendition.Ifarenditionisalreadyattachedtothedoc-
ument,clickUploadRendition.Thecorrespondingdialogboxappears.
3. ClickBrowseandselectthefilethatyouwanttoupload.
4. ClickYes.Thefileisuploadedtotheselecteddocumentasitsrendition.
5.11
Workingwithdocumentworkflows
Torunaworkflowtransition:
1. Selectthedocumentthatyouwanttorouteinaworkflow.Theworkflowtransitionsthatarevalidfor
thedocument’scurrentstatusanddocumenttypeappearintheWorkflowmenu.
2. SelectaworkflowtransitionfromtheWorkflowmenu.Aconfirmationdialogboxappearsifyou
selectaQuickChangetransition.ClickYes.Otherwise,adialogboxappearsforintermediatetrans-
itions.Selectausername,typeanoptionalcommenttoaddtothedocumentlog,andclickOK.
3. IftheBlueCieloUpload/DownloadControldialogboxappears,confirmthattheoptionsarewhat
youwant.TheoptionscanbesetanytimethedialogboxappearsorbyclickingOptionsonthe
Preferencespage.
4. ClickOK.Thedocument’sworkflowpropertiesareupdatedtoreflectitscurrentstatus.Ifthetrans-
itionplacesthedocumentunderchangebyyou,thedocumentisdownloadedtoyourlocalworkspace
foreditingbyyou.
Tip    ThedocumentisalsoaddedtotheRecentItemslistontheWindowsStartmenuforeasy
access.
5.12
Buildingareport
Youcanbuildreportsbasedonreportdefinitionsconfiguredbyasystemadministrator.Areportcanbebased
onthedocumentscontainedwithinafolderintheExplorervieworonaselectionofdocumentsinanyNav-
igationview.
Tobuildareport:
1. BrowseintheExplorerviewtothefoldercontainingthedocumentsyouwantthereporttocontain.Or
selectthedocumentsthatyouwantthereporttocontaininanyNavigationview.
2. Right-clickthefoldernameorselectionandselectBuildReport.TheBuildReportdialogbox
appears.
3. Selectareportdefinitionfromthelist.Verifythatthereportscopeiscorrect.Ifyouwanttoincludethe
documentscontainedwithinsubfoldersinthereport,selecttheRecursivelycheckbox.ClickOKto
continue.
BlueCieloMeridianEnterprise2014User'sGuide
75
4. IntheFileDownloaddialogthatappears,clickSaveifyouwanttosavethereportfileonyourcom-
puter.ClickOpenifyouwanttoopenitimmediatelyforviewingorprinting.ClickCanceltoabortthe
report.
Note    UnlikeinPowerUser,whereyoucanselecttheoutputformatofthereportoruseMicrosoft
Wordreporttemplates,allreportsoutputfromWebAccessareformattedasCommaSeparated
Value(CSV)files.
5.13
Workingwithworkareas
Toassigndocumentstoaworkarea:
1. SelectthedocumentsintheMainareathatyouwanttoassigntoaworkarea.
2. Right-clickanywhereintheNavigationviewexceptonadocumentorfoldernameandselectAssign
toWorkArea.TheAssigndocumentstoworkareadialogboxappears.
3. SelectaworkareaandclickYes.Thedocumentsareassignedtotheworkarea.
4. Whenchangestothedocumentsarecomplete,selectReleasefromWorkAreaorDiscardfrom
WorkAreaontheDocumentmenuorDocumentshortcutmenu,accordingly.
Ifasystemadministratorhasenabledworkareatransitionsforavault,youcanrouteworkareawork-
flowsusingWebAccess.
Torouteaworkareaworkflow:
1. SelecttheworkareanamefromWorkAreainthecontextbar.Theworkareaopensandthedoc-
umentsitcontainsarelisted.
2. Right-clickanywhereintheNavigationviewexceptonadocumentorfoldernameandselectthe
workareatransitionyouwanttorunfromtheSelectionshortcutmenu.TheRunWorkArea
Transitiondialogboxappears.
3. ClickYestorunthetransition.ClickNotoabortthetransition.Iftheworkarea’sworkflowisnotyet
complete,theworkarea’snewstatusappearsinthecontextbar.
5.14
Workingwithreferences
IfavaultonlyusesreferencetypesthataremanagedautomaticallybyMeridian,thenyourresponsibilityfor
managingreferencesisminimizedtosimplyviewingandverifyingreferencesasnecessary.Butifavaultalso
usesreferencetypesthatarecreatedmanually,thenreferencemanagementcanalsoincludecreatingand
deletingreferences.
5.14.1
Viewingreferences
WebAccessmakesiteasytoviewandunderstandthereferencesbetweendocuments.Itdoessowitha
pagethatclearlyshowsthereferencestoandfromtheselecteddocument.
Toviewthereferencesoftheselecteddocument:
1. Displaythepropertypagesforthedocumentforwhichyouwanttoviewreferences.
2. OntheDocumentmenu,selectShowReferences.TheReferencesdialogboxappears,similarto
thefollowingfigure.TheselecteddocumentislistedinthemiddlepanelnamedMaindocument.
BlueCieloMeridianEnterprise2014User'sGuide
76
ReferencestotheselecteddocumentarelistedintheleftpanelnamedIncomingreferences.Refer-
encesfromtheselecteddocumenttootherdocumentsarelistedintherightpanelnamedOutgoing
references.NEW
 Totherightofeachdocumentnameareaniconthatshowsthedocument’s
statusandtherevisionnumberofthedocument.
3. Fromthisdialogbox,youcanviewmoreorfewerdocuments:
Toviewonlythereferencesofaparticularreferencetype:
SelectonefromtheSelectreferencetypelist.Bydefault,allreferencetypesareshown.
Tomakeoneofthereferenceddocumentstheselecteddocumentanddisplayitspropertypages:
Clickitsname.
Toviewareferenceddocumentinaviewerwindow:
Clickitsdocumenticon.
ToplaceareferenceddocumentintheMaindocumentpanelandviewitsrespectivereferences:
ClicktheChangetothisdocumenticon
.
5.14.2
Creatingreferences
Creatingareferenceestablishesalinkbetweentwodocumentssothattheycanbefoundtogether,theeffect
ofarevisioncanbetraced,andtheoriginsofderivativeorreplacementdocumentscanbetraced.
Tocreateareference:
1. Displaythepropertypagesforthedocumentfromwhichyouwanttocreateareference.
2. OntheDocumentmenu,selectCreateReferences.TheFinddestinationdocumentsfor
referencedialogboxappears,similartotheFindDocumentspage.
3. SelectthereferencetypeyouwanttocreatefromtheReferencetypelist.
4. SearchforreferencedestinationdocumentsbyenteringasearchvalueinNameorenteringasearch
valueinQuickSearchandselectingaconditionfromthelistandclickFindNow.Documentsthat
matchyoursearchcriteriadisplayinalistonthepage.Ifthedocumentthatyouwanttocreatearef-
erencetoisnotlisted,modifythesearchcriteriaandclickFindAgain.
5. SelectthedesiredreferencedestinationdocumentsandclickCreateReferences.Thesuccessor
failureoftheactionappearsingreenorredtextnexttoCreateReferences,respectively.
5.15
Workingwithhybriddocuments
MeridianhybriddocumentsaremultiplefilesthataretreatedasonedocumentbyMeridiancommands.Hybrid
documenttypesareoftenusedtomanagehybriddrawings,buttheycanalsobeusedforotherdocuments
BlueCieloMeridianEnterprise2014User'sGuide
77
thatshouldbetreatedasonedocumentbutstoredasseparatefiles.Hybriddocumenttypesarenotenabled
bydefault.Consultasystemadministratorforthenames,associatedfiletypes,andpurposesofhybriddoc-
umenttypesinyourvaults.
YouworkwithhybriddocumentsusingtheHybridPartspropertypage.Forinformationaboutworkingwith
hybriddocumentsinPowerUser,see“Workingwithhybriddocuments”onpage162.Workingwithhybriddoc-
umentsinWebAccessisdescribedinthefollowingtopics.
5.15.1
Viewinghybridparts
WebAccessallowsyoutoviewthepartsthatcompriseahybriddocumentandtoviewindividualpartslike
anyotherdocumentinthevault.
Toviewthepartsofahybriddocument:
1. Displaythepropertypagesforthehybriddocumentforwhichyouwanttoviewitsparts.
2. ClicktheHybridPartstabintheupperrightcornerofthepage.TheHybridPartspageappears,list-
ingthenamesofthehybridpartsattachedtotheselecteddocument.
3. Selectthehybridpartthatyouwanttoview.TheDocumentpropertypagefortheselectedpart
appears.
Note    Nocustompropertypagesappearforhybridparts,thesameasforPowerUser.Hybridparts
adoptthepropertyvaluesofthemaindocumenttowhichtheyareattached.
4. OntheDocumentmenu,selectShowDocument.Thehybridpartisshowninaviewerwindow.
5. ClickCloseintheupperrightcornerofthewindoworclicktheClosebuttoninthelowerrightcorner
ofthewindowtoclosetheviewerandreturntotheDocumentpropertypage.
5.15.2
Importinghybriddocuments
ImportinghybriddocumentsinWebAccessinvolvesfirstuploadingthemaindocument,attachinghybrid
partstoit,andthenuploadingfilecontentforeachhybridpart.
Toimportahybriddocument:
1. Uploadthemaindocumentasdescribedin“Uploadingdocuments”onpage73.Thedocument
appearsinthecurrentview.
2. Attacheachhybridparttothemaindocumentasdescribedin“Attachingpartstoahybriddocument”
onpage77.
3. Uploadafileforeachhybridpartasdescribedin“Uploadinghybridpartcontent”onpage78.
5.15.3
Attachingpartstoahybriddocument
Youmayattachanynumberofpartstoahybriddocument.
Beforeyoubegin
Themaindocumentmustbeunderchangebyyouinaworkflowbeforeyoucanattachpartstoit.Forinform-
ationaboutusingworkflows,see“Workingwithdocumentworkflows”onpage74.
Documents you may be interested
Documents you may be interested