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Toattachpartstoahybriddocument:
1. Selectthemaindocumenttowhichyouwanttoattachpartdocuments.Thepropertypagesofthe
selecteddocumentappear.
2. OntheEditmenu,selectCreateNewPart.TheCreateNewHybridPartdialogboxappearswith
thenameofthemaindocumentasthedefaultnameforthenewhybridpart.
3. VerifythenameofthehybridpartandclickOK.ThenewpartappearsintheAvailablehybridparts
listontheHybridPartspage.Touploadafileascontentforthenewpart,see“Uploadinghybridpart
content”onpage78.
5.15.4
Detachingpartsofahybriddocument
Detachingpartsofahybriddocumentdeletesthehybridpartfromthevault.
Beforeyoubegin
Themaindocumentmustbeinareleasedworkflowstatebeforeyoucandetachitsparts.
Todetachapartfromahybriddocument:
1. Displaythepropertypagesforthehybriddocumentforwhichyouwanttodetachparts.
2. ClickHybridPartsintheupperrightcornerofthepage.TheHybridPartspageappears,listingthe
namesofthehybridpartsattachedtotheselecteddocument.
3. Selectthehybridpartthatyouwanttodetach.TheDocumentpropertypagefortheselectedpart
appears.
4. OntheEditmenu,selectDelete.TheDeleteHybridPartdialogboxappears.
5. ClickYes.ThehybridpartdisappearsfromtheAvailablehybridpartslistandisdeletedfromthe
vault.
5.15.5
Downloadinghybridparts
Downloadingahybridpartcreatesacopyofthefileonyourcomputer.
Todownloadahybridpart:
1. Displaythepropertypagesforthehybriddocumentforwhichyouwanttodownloadapart.
2. ClickHybridPartsintheupperrightcornerofthepage.TheHybridPartspageappears,listingthe
namesofthehybridpartsattachedtotheselecteddocument.
3. Selectthehybridpartthatyouwanttodownload.TheDocumentpropertypagefortheselectedpart
appears.
4. OntheDocumentmenu,selectDownloadDocument.Thedocumentisdownloadedaccordingto
thecurrentsettingsdescribedin“Documenttransferoptionsdetails”onpage81.
5.15.6
Uploadinghybridpartcontent
Uploadinghybridpartcontentattachesanewfiletothecurrenthybridpartdocument.
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Beforeyoubegin
Themaindocumentmustbeunderchangebyyouinaworkflowbeforeyoucanuploadhybridpartcontentto
it.Forinformationaboutusingworkflows,see“Workingwithdocumentworkflows”onpage74.TheEnable
MeridianWebClientoptionmustbedisabledasdescribedin“Settingpersonalpreferences”onpage79.
Touploadhybridpartcontent:
1. Selectthenameofanexistinghybridpartasdescribedin“Viewinghybridparts”onpage77orcreate
anewhybridpartasdescribedin“Attachingpartstoahybriddocument”onpage77.TheDocument
propertypageofthehybridpartappears.
2. OntheDocumentmenu,selectUploadDocument.TheUploadDocumentdialogboxappears.
3. ClickBrowseandselectthefilethatyouwanttouploadascontentforthecurrenthybridpartand
thenclickOpen.ThefilenameappearsintheUploadDocumentdialogbox.
4. ClickYes.TheselectedfileisuploadedasthehybridpartcontentandtheUploadDocumentdialog
boxdisappears.
5.15.7
Renaminghybridparts
Torenameahybridpart:
1. Displaythepropertypagesforthehybriddocumentforwhichyouwanttorenameapart.
2. ClickHybridPartsintheupperrightcornerofthepage.TheHybridPartspageappears,listingthe
namesofthehybridpartsattachedtotheselecteddocument.
3. Selectthehybridpartthatyouwanttorename.TheDocumentpropertypagefortheselectedpart
appears.
4. OntheEditmenu,selectRename.TheConfirmDocumentRenamedialogboxappears.
5. EditthecurrentnameortypeanewnameandclickYes.ThenewnameappearsontheGeneralprop-
ertypageofthehybridpart.
5.16
Settingpersonal preferences
AlthoughmostaspectsofWebAccessbehaviorarecontrolledbyasystemadministrator,youcanmodify
someoptionstosuityourownpreferences.
Tosetyourpersonalpreferences:
1. Inthecontextbar,clickyourname,andthenclickthePreferences.OrselectPreferencesfromthe
Miscellaneoussectionofthedocument,folder,orselectioncontextmenus.
2. SelectoptionsusingthedescriptionsinthefollowingtableandclickOK.
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BlueCieloMeridianEnterprise2014User'sGuide
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Option
Description
Enable
Meridian
WebClient
Selectthisoptionifyouwanttobeabletoremotelyviewhybriddocuments,redlinedoc-
uments,ordownloadanduploadbatchesofdocuments.
ClickDocumentTransferOptionstosetyourpersonalpreferencesforthedownload
options.Formoreinformation,see“Documenttransferoptionsdetails”onpage81.
ClickViewerOptionstosetyourpersonalpreferencesfortheviewingwindow.
UseOracle
AutoVuefor
viewingdoc-
uments
ReplacestheviewerwiththeAutoVueClient/Server(Javaapplet)viewer.Yourorgan-
izationmusthaveanavailableAutoVuerenderingserverandAutoVueapplicationserver
tousethisoption.ConsultasystemadministratorfortheURLstotypeforthisoption.
Viewrendi-
tions
Displaystherenditionoftheselecteddocumentintheviewerbydefaultinsteadofthe
sourcefile.
Viewdoc-
umentsina
separate
browserwin-
dow
Displaysdocumentsintheviewerinaseparatebrowserwindowinsteadofreusingthe
WebAccessbrowserwindow.Thisoptionmakespreviewingdocumentswhilebrowsing
moreconvenient.Youcanclickdocumenticonsinanavigationviewtoshowtheselected
documentinthenewwindowwhilethenavigationviewremainsvisibleinthemainWeb
Accesswindow.ThisfeaturealsoworkswiththeShowDocumentcommandwhen
invokedfromtheDocumentshortcutmenuinanavigationview.
Note    Ifthisoptionisenabled,yourbrowser’spop-upblockingfeaturemightneedtobe
adjustedorclearedtoallowtheseparatewindowtoopen.
Warning    Errorscanoccurandredlineswillnotbesavedifthisoptionisenabledandthe
Alwaysopenpop-upsinanewtaboptionisenabledinthebrowser.Werecommend
thatyouuseoneoptionortheotherbutnotboth.
Usecustom
colorscheme
DisplaysWebAccessusinganalternatecolorscheme.Selectaschemefromthelist.For
informationaboutcustomizingtheavailablecolorschemesorcreatingnewones,seethe
BlueCieloMeridianEnterpriseConfigurationGuide.
Use
BlueCielo
AutoControls
forimproved
formdisplay
SelectthisoptiontousemorepowerfulActiveXcontrolsonformsinsteadofbasiccon-
trolsfordatepropertiesandlookuplists.
Createthumb-
nailson
importofdoc-
ument
Generatesthumbnailimagesofnewdocumentsyouuploadtothevault.
Update
Refreshesthumbnailimagesofdocumentsyouuploadaftermakingchanges.
Personalpreferenceoptions
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Option
Description
thumbnails
whenreleas-
ingQuick
Change
Remember
locationin
vault
betweenses-
sions
WhenyoustartanewWebAccesssession,opensthevaulttothelastdocumentyou
viewed.
Enableclip-
boardCut,
Copy,and
Pastecom-
mands
AllowsyoutousetheClipboardtocut,copy,andpastedocumentsandfolders.
Enableview-
ingthevault
atabaseline
orspecific
dateortime
SelectthisoptiontoenabletheTimeContextlistinthecontextbarthatallowsyouto
viewthevaultinhistory.
Currenttime
zone
Selectyourlocaltimezonesothattimedataisdisplayedcorrectly.
Clearcre-
dentialsafter
loggingoff
ClearsyourcredentialsfromthebrowsercachewhenyoulogoffofWebAccess.Thispre-
ventsyourcredentialsfrombeingreusedaccidentallyormaliciouslybyotherpersons.
Consultwithasystemadministratortodetermineifyouneedtoenablethisoptiontocom-
plywithyourorganization’ssecuritypolicies.Thisoptionisonlyavailableifyourweb
serverisconfiguredtouseBasicauthentication.
Note    Thisoptionaffectsallwebsitesthatareopeninthebrowser.Therefore,loggingoff
ofWebAccessmightalsologyouoffoftheothersites.
Personalpreferenceoptions(continued)
5.16.1
Documenttransferoptions details
ThedownloadoptionspresentedintheBlueCieloUpload/DownloadControldialogboxdeterminewhere
andhowdocumentsaredownloadedtoyourcomputerbyWebAccessforediting.
Thefollowingtabledescribeseachoption.
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Option
Description
Downloadloc-
ation
FileswilldownloadtothislocationonyourcomputerunlessDownloadtoLocal
Workspaceisenabled.Thevaultfolderstructureofthedownloadeddocumentsisrepro-
ducedbeginningatthisfolder.
Downloadto
LocalWork-
space
Downloadsdocumentstoyourlocalworkspacefolder.Thevaultfolderstructureofthe
downloadeddocumentsisreproducedbeginningatthisfolder.
Prompt
beforedown-
load
DisplaystheBlueCieloUpload/DownloadControldialogeverytimedocumentsare
downloadedsothatyoucanselectdifferentoptionseachtime.Whenthisoptionis
cleared,youcandisplaythedialogfromthePreferencespage.
Openfolder
inWindows
Explorer
Afterthedocumentsaredownloaded,opensthedestinationfolderinWindowsExplorer
sothatyoucaneasilyopenfilesforediting.
Openitin
application
Afterthedocumentsaredownloaded,opensthedocumentsforediting.Thefileswillbe
openedintheapplicationsthatareregisteredwithWindowsonyourcomputerforthe
downloadedfiletypes.
Addittothe
Windows
RecentItems
list
AddsthenameofthedocumenttotheRecentfilelistintheStartmenufortheapplication
inwhichthefileisopened.
Documenttransferoptions
5.16.2
Configuringbrowser security
BecauseWebAccessusesyourInternetbrowser,thebrowser’ssecuritysettingsalsoaffectWebAccess.
Dependingonyourorganization’ssecuritypolicies,theversionofWindowsinstalledonyourcomputer,and
yourpermissionsonthecomputer,thebrowsersecuritysettingsmightinterferewithproperWebAccessoper-
ation.ThisisparticularlytrueforthedefaultsettingsinnewerversionsofWindows.Followingarerecom-
mendedsecuritysettingsforMicrosoft InternetExplorerforusewithWebAccess:
WebAccesslocationsshouldbeaddedastrustedsites
InternetExplorerProtectedModeshouldbecleared
ToconfiguretheseInternetExplorersettings:
1. InInternetExplorer,ontheToolsmenu,selectInternetOptions.TheInternetOptionsdialogbox
appears.
2. ClicktheSecuritytab.Thesecurityoptionsappear.
3. SelecttheTrustedsiteszone.Thezone’scurrentsecuritylevelisshown.
4. ClicktheSitesbutton.TheTrustedsitesdialogboxappears.
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5. TypetheaddressoftheWebAccessserver,forexample,http://MyServerandclickAdd.Theserver
isaddedtotheWebsiteslist.
6. ClickClosetoreturntotheInternetOptionsdialog.
7. CleartheEnableProtectedModecheckbox,ifitisselected.
8. ClickOK tosaveyourchanges.
5.17
Loggingoff
TologofffromWebAccess:
ClicktheLogOfficon
inthecontextbar.
Doingthisproperlyendsyourcurrentsessionandreleasesanylicensesyouwereusing.Simplyclos-
ingthebrowsertabbyclickingthe
iconorclosingthebrowserwillnotimmediatelyreleaseany
licensesyouwereusing,whichmaypreventotherusersfromusingthem.
5.18
Aboutread-onlyWebAccess
Asystemadministratormaygiveyouread-onlyaccesstoavaultthroughWebAccess.Thiswillletyousee
theresultsofasavedsearch.Inthisread-onlymode,youarerestrictedtoviewingdocumentsandtheprop-
ertiesshownintheExplorerview.Youcannotvieworeditthepropertypages.Ifyouhavetheappropriate
privileges,youcandownloaddocumentsbyclickingthedownload
icon nexttothedocumentname.You
mightalsohavetheprivilegetoeditthesharedcollectionsearchcriteriatoobtaindifferentresults.
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6 ABOUTAPPLICATION INTEGRATION
ApplicationIntegrationisthenameforthelightweightMeridianclientapplicationthatyoucanusefromwithin
almosteveryWindowsapplicationtoaccessdocumentsstoredinMeridianvaults.
ApplicationIntegrationisdesignedprimarilytohelpyoufinddocuments,openthemforediting,savethem,
androutetheminworkflows.TheApplicationIntegrationwindowlooksandworksverysimilartoPowerUser
exceptthatApplicationIntegration:
Hasnomenubar
Hasonlyasingletoolbar
Hasnoshortcutbar
Hasnostatusbar
Cannotdisplayhistory
Cannotopenotherworkareasthantheonewheretheopendocumentresides.
Showslimitedfileandworkflowstatusinformationinthepropertiespane.ClicktheVieworedit
propertiesbutton
onthetoolbartovieworeditallproperties.
Showsathumbnailintheviewerpane.ClicktheViewselecteddocumentbutton
toopenanew
viewerwindow.
SupportsonlytheQuickFindsearchtools.
Otherwise,youcanperformmanyofthesametaskswithApplicationIntegrationthatyoucanwithPower-
User,butconvenientlyfromwithinyourfavoriteeditingapplications.Mosttasksworkthesamefromboth
ApplicationIntegrationandPowerUser.Forinformationonperformingcommondocumentmanagementtasks
withApplicationIntegration,seethetopicselsewhereinthisguide.
WhenApplicationIntegrationisinstalledonyourcomputerandyouselectanycommandssuchasOpen,
Save,orSaveAs,youwillseeoneoftwothings:
1. TheApplicationIntegrationwindow,similartothefollowingfigure.
2. AstandardWindowsfiledialogboxwiththeMeridianvaultbutton
inthetoolbar.Ifyouclickthe
vaultbutton,theApplicationIntegrationwindowappears,similartothefollowingfigure.
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TheApplicationIntegrationwindowcanbeopenedfromwithinanyapplicationthatusesstandardWindows
filebrowserdialogs(andcanthereforedisplaythevaultbutton)foritscommands. 
6.1
Setting ApplicationIntegrationoptions
ApplicationIntegrationoffersanumberofoptionsthatyoucanconfiguretomodifyitsbehaviortosuityourpref-
erences.
TosetApplicationIntegrationoptions:
1. Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray.Ashortcutmenu
appears.
2. Clickoptionsortypevaluesusingthedescriptionsinthefollowingtable.
Command
Description
About
BlueCielo
Application
Integration
Displaysinformationaboutthecurrentlyinstalledversion.
Runon
Startup
CausesApplicationIntegrationtoalwaysloadautomaticallywheneverWindowsstarts.
SetDefault
Context
SelectwhichvaulttousebydefaultwithApplicationIntegration.
ApplicationIntegrationoptions
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Command
Description
Default
Behavior
AlwaysShowBlueCieloDialog:Skipsshowingtheapplication’sstandardfiledialogand
immediatelyopenstheApplicationIntegrationwindow.Youcanaccesstheapplication’s
ownfiledialogsbyclickingtheapplicationiconbuttonintheApplicationIntegrationwindow.
Selectthisoptionifyoumostlyworkonvaultdocuments.
AlwaysShowStandardFileDialog:DisplaysthestandardfiledialogwiththeMeridian
vaulticoninthetoolbarsoyoucandecidewheretoopenandsavefilesfrom.Selectthis
optionifyoumostlyworkondocumentsresidingoutsideofavault.
EditExclu-
sionList
AllowsyoutoselectapplicationsfromwhichApplicationIntegrationshouldnotbeavailable.
Note    IftherearemultipleversionsofthesameprograminstalledonyourPC,theywillall
beexcludedregardlessoftheirpaths.
Show
BlueCielo
DialogFor
AllowsyoutoselectapplicationsthatshouldonlyuseApplicationIntegration.
Note    IftherearemultipleversionsofthesameprograminstalledonyourPC,theywillall
beincludedregardlessoftheirpaths.
Disable
BlueCielo
Application
Integration
Disablestheintegrationwithallapplications.
Mode
Online:NormalmodeforLAN operation.
Remote:EnablestheapplicationlinkstoworkmoreefficientlyoveraWANorfromremote
officeswithmodestnetworkbandwidth.Remoteapplicationslinksrequireatleastafulltime
InternetconnectiontotheMeridianserver.Formoreinformation,see“Workingwithapplic-
ationlinksremotely”onpage202.
Offline:CausesApplicationIntegrationtousetheInternettoaccessthevaultforonlythe
mostcriticalinformationanduselocalworkspaceforthedatayoucreate.Forinformation,
see“UnderstandingOfflinemodeandRemotemode”onpage87.
LocalWork-
space
DisplaysasubmenuofcommandsformanagingLocalWorkspace.Formoreinformation,
see“Aboutlocalworkspaces”onpage91.
ApplicationIntegrationoptions (continued)
6.2
Resetting applicationintegrationdialogboxes
IfyouopenafiledialoginaWindowsapplicationthatisunknowntoMeridian,aMeridiandialogboxwill
appear,promptingyoutoselectwhetherthecommandyoujustexecutedopensfilesorsavesfiles.Thisisa
one-time-onlyrequestsothatMeridianthenunderstandsthepurposeofthedialogbox.Ifyoumakeanincor-
rectchoice,thewrongMeridianapplicationintegrationdialogboxwillappearandthesametypeoffilescannot
beopenedfromorsavedinthevault,dependingonwhichchoiceyoumade.
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Toresetyourapplicationintegrationdialogboxchoices:
1. OpentheWindowsRegistryEditorandlocatethefollowingkey:
HKEY_CURRENT_USER\Software\Cyco\AutoManager Meridian\Current Version\AM
Hook\Contexts
2. Deletetheregistrykeythatcorrespondstotheapplication’sexecutable,forexample,ACAD.exe.
Youmaythenchoosecorrectlythenexttimeyouareprompted.
6.3
Understanding OfflinemodeandRemotemode
ApplicationIntegrationcanworkinoneofthreemodes:Online,Remote,orOffline.Onlinemodeisthedefault
andworksasdescribedintherestofthisguide.
RemotemodeenablestheapplicationlinkstoworkmoreefficientlyoveraWANorfromremoteofficeswith
modestnetworkbandwidth.TherestofApplicationIntegrationworksthesameasinOnlinemode.Remote
applicationlinksrequireatleastafull-timeInternetconnectiontotheMeridianserver.
Offlinemodeisspecificallyforuserswhohavealow-bandwidthconnectiontotheMeridianserverandfind
onlinemodetobetooslow.OfflinemodecausesApplicationIntegrationtousetheInternettoaccessthevault
foronlythemostcriticalinformationandtouselocalworkspaceforthedatathatyouchangeorcreate.This
meansthat,toworkonvaultdocuments,youmustfirstdownloadthemtoyourLocalWorkspace.Youcando
thiswitheitherPowerUserorWebAccess.ThenyoucanworkinOfflinemodeuntilyourchangesaresent
backtotheMeridianvaultbylocalworkspacesynchronization.
6.3.1
Preparing toworkoffline
BeforeyoucansafelyworkondocumentsinOfflinemode,youmustfirstdownloadthemtoyourLocalWork-
space.Thedocumentsalsoneedtobelockedtopreventeditingbyothers.
Beforeyoubegin
ApplicationIntegrationmustbeinOnlinemodetopreparedocumentsforworkinginOfflinemode.Youmust
haveanactiveconnectiontotheMeridianservertousePowerUseroranactiveconnectiontotheMeridian
webservertouseWebAccess.YoumustrestartanyauthoringapplicationsthatuseMeridianapplication
linksforthelinkstodetectthecorrectmode.
TopreparetoworkofflinewithPowerUser:
1. InPowerUser,selectthedocumentsyouwanttoworkwithinOfflinemode.
2. OntheDocumentmenu,clickLockDocumentsandSyncWorkspace.Thedocumentsarelocked
anddownloadedtoyourLocalWorkspace.
3. ClosePowerUser.
4. Right-clicktheBlueCieloApplicationIntegrationicon
inthesystemtray.Ashortcutmenu
appears.
5. PointtoMode(Online) andselectOffline.
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