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Tip    Right-clickadocumentintheupper-leftpanetodisplaythedocumentcontextmenu.Documentcom-
mandsthatarevalidforthecurrentcontextanddocumentworkflowstateareavailableforuse.
Thetoolbarbuttonsaredescribedinthefollowingtable.
Option
Description
Openstheselecteddocumentinanewviewerwindow.
Comparestwoselecteddocuments.
Showstherevisionsoftheselecteddocument.
Showthepropertypagesoftheselecteddocument.
RefreshestheReferenceExplorertodisplaythemostrecentchanges.
ShowsoutgoingCADexternalreferencetypes.
ShowsincomingCADexternalreferencetypesandcustomreferencetypes.
ShowsDerivedFromandDerivedToreferencetypes.
Showsprojectcopiesandtheirmasterdocuments.RequirestheAdvancedProjectWorkflow
Module.
Whencreatingcopies,showstheassemblycopyoptions.Whenviewingreferences,showsvis-
ibilityoptionsformanualreferencesandinactiveprojectcopies:
Displaymanualreferences.Showonlyreferencesthatcanbecreatedmanuallyand
arenotcreatedautomaticallybyapplicationlinks.Enabledbydefault.
Displayinactiveprojectcopies.Alongwithactiveprojectcopies,alsoshowproject
copiesthathavebeenreleasedasnewmasterrevisions.Enabledbydefault.
ReferenceExplorertoolbarbuttons
11.2.5
Linkingtoamasterdocument
Linkingtoamasterdocumentcanbeusefulwhenyouimportanewdocumentintoaprojectfolderfromout-
sidethevault.Thatis,itshouldbecomeaprojectcopyofamasterdocumentthatresidesinthevault,butit
wasnotcopiedfromthemasterdocumentusingaMeridiancommand.Linkingthenewprojectcopywillcre-
ateareferencetothemasterdocumentthatyouselectandwillcreatearevisionofthemasterdocument
whenthelinkedcopyisreleased.
Tolinkanimporteddocumenttoamasterdocument:
1. Selectthemasterdocumenttowhichyouwanttolinktotheimporteddocument,thenselectthe
importeddocumentsecond.InWebAccess,selectonlytheimporteddocument.
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2. FromtheDocumentmenu,pointtoManagedChange,andselectLinktoMasterDocument.In
WebAccess,adocumentsearchpageappearsthatyoucanusetofindthemasterdocument.Then
selectthemasterdocumentandclickLinktoMasterDocument.
Theimporteddocumentismadeaprojectcopyoftheselectedmasterdocument.OntheDocument
pageofbothdocuments,thereferenceiconappearsnexttothedocumentname(ifitdidnotalready)
andtheprojectcopystatusicon
appearsnexttothelabelWorkflow.Thenewreferencecanbe
viewedasdescribedin“Showingmasterandprojectcopies”onpage176.
Note    Thecommandisclearedif:
Youselectthetwodocumentsinthereverseorder.
Oneofthedocumentsisunderchange.
Theimporteddocumentisalreadylinkedtoamasterdocument.
Theimporteddocumentisnotinaprojectfolder.
Themasterdocumentisnotinahigherfolderlevelthantheprojectfolder.
11.2.6
Unlinkingfromamasterdocument
Unlinkingfromamasterdocumentcanbeusefuliftheprojectcopywasoriginallymadefromamasterdoc-
umentbuttheprojectcopyshouldnolongerbereleasedasarevisionofthemasterdocumentbutinstead
releasedasanewmasterdocument.Unlinkingtheprojectcopywillremovefromthemasterdocumenttheref-
erencethatwascreatedwhentheprojectcopywasmadefromthemasterdocument.Unlinkingwillalso
unlockthemasterdocumentifitwaslockedwhentheprojectcopywasmade.
Tounlinkaprojectcopyfromamasterdocument:
1. Selecttheprojectcopythatyouwanttounlink.
2. FromtheDocumentmenu,pointtoManagedChange,andclickUnlinkfromMasterDocument.
Aconfirmationdialogmayappear.
3. ClickYes.Theprojectcopyisunlinkedfromthemasterdocument.
11.2.7
Releasingaprojectcopyasanewmasterdocument
Releasingaprojectcopyasanewmasterdocumentcausesanewrevisionofthemasterdocumenttobecre-
atedfromthecontentoftheprojectcopythatisbeingreleased.Theprojectcopyremainsintheprojectfor
futurereference,thoughinactive.
Inordertoreleaseaprojectcopyasanewmasterdocument,thefollowingconditionsmustbemet:
Theprojectcopymustbeinareleaseddocumentworkflowstate.
Themasterdocumentmustnotbelockedoritmustbelockedbytheprojectcopybeingreleased.
Themasterdocumentmustnothavebeenchangedsincetheprojectcopywascreated.
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Masterdocumenthybridpartswillnotbereplacedbyrenamedprojectcopyhybridpartsasexpected
unlessthecontentoftheprojectcopieshasalsobeenchanged.
BesidesthenormalManagedChangeprivileges,youalsoneedtheReleaseQuickChangeprivilege
tousethiscommandinWebAccess.
Toreleaseaprojectcopyasanewmasterdocumentrevision:
1. Selecttheprojectcopytobereleased.
2. FromtheDocumentmenu,selectManagedChange,andclickReleasefromFolder.Anewrevi-
sionofthemasterdocumentiscreatedfromthecontentoftheprojectcopyandtheprojectcopy
becomesinactive.
11.2.7.1 Reconciling g withanupdatedmasterdocument
Whenthemasterdocumentofaprojectcopyhaschangedsincetheprojectcopywasmade,themasterdoc-
umentmaycontainmoreorlessinformationthantheprojectcopy,possiblymakingtheprojectcopyobsolete.
Youcanreconcilethedifferencebetweenthetwodocumentsbyoneofthefollowingcommands:
DiscardfromFolder:Thisassumesthatbecauseofwhateverchangesweremadetothemaster
document,theprojectcopyisnowobsoleteandtheprojectcopyshouldbedestroyed.Thiscommand
cannotbeundone.
Toreconcileaprojectcopyofachangedmasterdocument:
1. Selecttheprojectcopytobereconciled.
2. FromtheDocumentmenu,pointtoManaged ChangeandclickDiscardfromFolder.
11.2.8
Unlockingamasterdocument
Unlockingamasterdocumentremovesthelockplacedonitbyaprojectcopy.Youmightwanttounlocka
masterdocumentinordertostartadocumentworkflowonthemasterdocument.However,themasterdoc-
umentwasprobablylockedforagoodreasonandyoushouldfirstfindoutwhyitwaslockedbeforeunlocking
it.
Amasterdocumentmaybeunlockedfromeitheroftwoplaces:
Theprojectcopyfromwhichthemasterdocumentwaslocked
Themasterdocumentitself
Note    Unlockingisrecursive.Thatis,unlockingamasterdocumentwillalsocauseanyreferenceddoc-
umentstoalsobeunlocked.
Followingareproceduresforbothmethods.
11.2.8.1 Unlocking g amasterdocumentfromtheprojectcopy
Tounlockamasterdocumentfromaprojectcopy,youmustfirstknowfromwhichprojectcopythemaster
documentwaslockedinordertoselectit.Ifyoudon’tknowthenameoftheprojectcopyortheprojectfolder
whereitislocated,youcanfindouteasilywiththeShowProjectCopiescommand.
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Tounlockamasterdocumentfromtheprojectcopy:
1. Selecttheprojectcopytowhichthemasterdocumentislocked.
2. FromtheDocumentmenu,selectManagedChange,andclickUnlockMasterDocument.
TheredlockiconnexttothemasterdocumentintheNavigationviewwilldisappearanditsLockedproperty
willbesetto“No,”indicatingthatthedocumenthasbeenunlocked.
11.2.8.2 Unlocking g amasterdocumentfromthemasterdocument
Tounlockamasterdocumentfromthemasterdocumentitself,youdon’tneedtoknowfromwhichproject
copyitwaslocked.However,youcanfindouteasilywiththeShowProjectCopiescommand.
Tounlockamasterdocumentfromthemasterdocumentitself:
1. Selectthemasterdocumenttobeunlocked.
2. FromtheDocumentmenu,selectManagedChange,andclickUnlockfromFolder.
TheredlockiconnexttothemasterdocumentintheNavigationviewwilldisappearanditsLockedproperty
willbesettoNoindicatingthatthedocumenthasbeenunlocked.
11.2.9
Discardingadocumentfromaprojectfolder
Discardingadocumentfromaprojectfolderdeletestheprojectcopy.Thisisessentiallythesameasrevoking
arevisionunderchangeinadocumentworkflow.Theprojectcopyisdestroyedalongwithallchangesmade
toitandcannotberestored.Assuch,youshouldonlydiscardaprojectcopyfromaprojectfolderwhenyou
areabsolutelycertainthatitwillnotbeneeded.
Note    Bydefault,thisactionalsoremovesanyreferencestothediscardedprojectcopy.However,thisbeha-
viorcanbeconfigureddifferentlybyasystemadministrator.Dependingonhowitisconfigured,references
betweenprojectcopiesmightberedirectedtothemasterdocumentifaprojectcopyisdiscardedfromthepro-
ject.Iftheremainingprojectcopyisreleasedfromtheproject,bothmasterdocumentswillthenberelatedbya
referencethatdidnotexistpriortotheprojectcopiesbeingmade.Insomescenarios,suchasassemblyrela-
tionships,thismightbedesirable.Inotherscenarios,suchascustomreferences,thismightnotbedesirable.
Beforeusingthiscommand,carefullyconsideritseffectonreferenceswithrespecttoyourbusinesspro-
cessesandconsultasystemadministratoriftheresultisuncertain.
Todiscardaprojectcopydocumentfromaprojectfolder:
1. Selecttheprojectcopytobediscarded.
2. FromtheDocumentmenu,selectManagedChange,andclickDiscardfromFolder.
3. Aconfirmationpromptisdisplayed.ClickYestoproceedtodiscardtheselecteddocument.ClickNo
tocanceltheaction.
11.3
Workingwithsharedworkspacefolders
Bydefault,whenyouworkondocumentsinavaultfolder,copiesaremadeinyourlocalworkspacefolderfor
bestperformanceandcompatibilitywiththeapplicationsthatyouuse.Formoreinformationaboutlocalwork-
space,see“Aboutlocalworkspaces”onpage91.However,someapplicationsrequiremulti-useraccessto
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projectandotherdatafilesthatisincompatiblewithlocalworkspace.Forthoseapplications,Meridian
providessharedworkspacefolders.
AsharedworkspaceisacustomtypeoffolderinavaultthatMeridianmanagesinspecialways:
Insteadofdownloadingtothelocalworkspacefolderonyourcomputerforyoutoviewandeditexclus-
ively,thedocumentsdownloadtoasharednetworklocationforsharedviewingandediting.
Note    WithWebAccess,documentsthatareviewedoreditedarefirstdownloadedtoyourlocal
workspacebeforetheyarecopiedtothesharedworkspacefolder.
Warning    IfadocumentislockedinthesharedfolderbutchangedusingWebAccess(inalocal
workspace),theversioninthesharedfolderisconsideredasthecorrectversionandcanoverwrite
thechangesmadeusingWebAccess.Forthisreason,youshouldnotattempttocircumventthesys-
temandshoulduseworkflowstomakealldocumentchangestoensurepropersynchronization.
Thecontentsofthesharedworkspacecanbeautomaticallysynchronizedwithitscorresponding
vaultfolderifconfiguredbyasystemadministrator.Youcanmanuallysynchronizethefolderfromthe
vaultwiththeLockDocumentsandSyncWorkspacecommandontheFoldermenu.Youcansyn-
chronizethevaultfromthefolderwiththeSyncWorkspacecommand.
Whensynchronizationoccurs:
Documentsinthesharedfolderthatareinawritableworkflowstateareupdatedwithany
changesinthevault.
Documentsinthevaultthatareinawritableworkflowstateareupdatedwithanychangesinthe
sharedfolder.
Newdocumentsinthefolderarecreatedinthevault.IfthefolderoptionDefaultdocumenttype
fornewdocumentsisset,thedocumentsareassignedthattype.Otherwise,theyareassigned
thedefaultdocumenttypeforthefileextension.Duringmanualsynchronization,ifthefolder
optionShowwizardoncreationofnewdocumentsisenabled,thewizardforthedocument
typeofeachnewdocumentisshownforinput.Ifthewizardiscanceled,thedocumentisnotcre-
ated.
Duringmanualsynchronization,ifthefolderoptionDeletedocumentsfromworkspacewhen
releasedfromworkflowisenabled,releaseddocumentsaredeletedfromthefolder.Released
documentsarecopiedtothesharedfolderiftheyareviewedoriftheyarereferencedbyotherdoc-
umentsinthefolderthatareopenedforediting.
SharedworkspacefolderscanbecreatedandconfiguredasdescribedintheBlueCieloMeridian
EnterpriseConfigurationGuideifyouhavetheEditsharedworkspacesettingsprivilege.Forinform-
ationabouthowsharedworkspacesareconfiguredinyourorganization,consultasystemadmin-
istrator.
Note    Asharedworkspacecanalsobeaprojectfolderasdescribedin“Aboutprojectfolders”on
page172.
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Toworkwithdocumentsinasharedworkspacefolder:
Oneperson(theworkgroupleaderorprojectmanager,forexample)shouldbeassignedastheshared
workspacemanager.
Onlythesharedworkspacemanagershouldplacethesharedworkspacedocumentsunderchange
andreleasethemastheynormallywould.
Anypersonmaysynchronizetheworkspacewiththevault.
Anypersonmayeditthedocumentsinthesharednetworklocationthatisassociatedwiththeparent
vaultfolder.
Note    SharedworkspacesarenotsupportedbyApplicationIntegrationinremotemode.
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12 ABOUTWORKAREAS
Aworkareaisadedicatedworkspaceinavaultwhereyoucanmakerevisionstorelateddocuments.Avault
mayhavemanyworkareasactiveatonetimeandeachmayhaveadifferentworkflow.Workareasareuseful
whenyouwanttomakechangestodocumentswithoutthechangesbeingvisibletootherusers.Theoriginal
versionsofdocumentsassignedtoaworkarearemainunchangedintheMainareaforotherstoviewwithout
beingabletochangethem;thedocumentsarelockedagainstchangewhiletheyareassignedtothework
area.Whenrevisionstodocumentsintheworkareaarecomplete,theyarereleasedbacktotheMainareato
becomethelatestapprovedrevisions.
Itisveryimportanttounderstandthatwhenyouareworkinginaworkarea,allMeridianEnterprisecommands
runonlywithinthecontextofthatworkarea.DocumentsintheMainareaandotherworkareasareignored.
Forexample,Navigationviewswillonlydisplaydocumentsassignedtothecurrentworkarea,searcheswill
onlyfinddocumentswithinthecurrentworkarea,reportscanonlybebuiltusingdocumentsinthecurrent
workarea,andsoon.Toworkwithdocumentsinothercontexts,youmustfirstopenthatcontext.
12.1
Creatingaworkarea
Workareasarecreatedfromworkareatemplatesthataredefinedbyasystemadministrator.Ifyouarenot
sureaboutthecorrecttemplatetouseorthesecurityrolestoassigntotheworkareayouwanttocreate,first
consultasystemadministrator.
Tocreateanewworkarea:
1. OntheVaultmenu,pointtoNew,pointtoWorkArea,andselectaworkareatemplate.TheNew
WorkAreadialogboxappears.
2. TypeadescriptivenameforthenewworkareaandclickOK.Ifyouhavethenecessarysecuritypriv-
ilege,theAssignRolestoWorkAreadialogboxappears.Assignrolesfortheusersofthiswork
areaandclickOK.
Note    Youcanleavetheroleslistemptyandassignroleslater,butuntilyouassignrolestotheworkarea,all
userswillhavefullaccesstotheworkarea.Werecommendyouassignrolesasearlyaspossible,beforedoc-
umentsareassignedtotheworkarea.
Afteryoucreateanewworkarea,thecurrentNavigationviewischangedtoAllDocumentsinWorkArea
andtheworkareaisopenedforyou,readytoassigndocumentstotheworkarea.Theinitialstateofthework
area’sworkflowisdisplayedasabuttoninthecontextbarthatdisplaysashortcutmenuofthenextavailable
workflowtransitionsfromwhichyoucanchoose.
Tip    ToassigndocumentstothecurrentworkareawithoutswitchingcontextstotheMainareaofthevault,
usetheExplorerviewfromwithintheworkarea.Thisviewisclearedbydefault,soyoumustenableitbefore
youcanuseit.Formoreinformation,see“Settingappearanceoptions”onpage45.
12.2
Openingaworkarea
OpeningaworkareachangesthecontextoftheMeridianclientapplicationyouareusingsothatyoucanwork
withthedocumentsthatareassignedtotheworkarea.Therearenumerouswaystoopenaworkarea.Some
aremoreconvenienttousethanothersunderdifferentcircumstances.
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Toopenaworkarea:
1. Clickthebuttoninthecontextbarnamedforthecurrentworkarea.TheSelectWorkAreadialogbox
appears.
2. SelecttheworkareayouwanttoopenandclickOpen.
Or
1. ClickRecentWorkAreasintheshortcutbar.Alistoftheworkareasthatyouhaveopenedrecently
appears.
2. Selectaworkarea.
Or
1. Iftheselecteddocumentisassignedtotheworkareathatyouwanttoopen,clicktheGotothis
workareaicon
onthedocument’sDocumentpropertypage.
Or
1. SelectWorkAreasfromtheVaultmenu.TheWorkAreasdialogboxappears.
2. SelecttheworkareayouwanttoopenfromthelistandclickSelect.
Or
1. Double-clickthenameofthecurrentworkareainthestatusbar.TheSelectWorkAreadialogbox
appears.
2. SelecttheworkareayouwanttoopenandclickOpen.
12.3
Assigningadocumenttoaworkarea
Assigningadocumenttoaworkareaisolatesthechangestothatdocumentfromtheoriginalrevisionthat
remainsintheMainarea.Italsolockstheoriginalrevisionfromfurtherchangesuntilthedocumentisreleased
fromtheworkarea.Iftheworkareatowhichithasbeenassignedhasaworkflow,thedocumentisalsosub-
jecttothatworkflow.AdocumentmustbeintheReleasedstatetoassignittoaworkarea.
Thereareseveralmethodsforassigningdocumentstoaworkarea.Onemaybemoreconvenientforyouto
usethananotherunderdifferentcircumstances.
ToassignadocumenttoaworkareafromtheMainarea:
1. Selectthedocumentyouwanttoassigntoaworkarea.
2. SelectAssigntoWorkAreafromtheDocumentmenu.TheWorkAreasdialogboxappears.
3. SelecttheworkareawhereyouwanttoassignthedocumentandclickSelect.
Or
1. Right-clickthedocumentthatyouwanttoassigntotheworkareaandselectAssigntoWorkArea.
TheWorkAreasdialogboxappears.
2. SelecttheworkareawhereyouwanttoassignthedocumentandclickSelect.
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Toassignadocumenttothecurrentworkareawhentheworkareaisopen:
1. SelectAssignDocumentstoThisWorkAreafromtheWorkAreamenu.TheSelectDocuments
dialogboxappears,showingthecontentsoftheMainareaofthevault.
2. Openfolderstothedocument,selectthedocument,andclickOK.
Or
1. EnabletheExplorerviewinsideworkareasoption.Thisviewisclearedbydefault,soyoumust
enableitbeforeyoucanuseit.Formoreinformation,see“Settingappearanceoptions”onpage45.
2. SelecttheExplorerview.ThecontentsoftheMainareaofthevaultaredisplayedfromwithinthecur-
rentworkarea.
3. Browsetothedocumentthatyouwanttoassigntothecurrentworkarea.
4. SelectthedocumentandthenselectAssigntoWorkAreaontheDocumentmenu.
Or
Right-clickthedocumentandselectAssigntoWorkAreaontheshortcutmenu.
12.4
Releasingadocumentfromaworkarea
ReleasingadocumentfromaworkareareplacestheoriginalrevisionofthedocumentintheMainareawith
thechangesthatweremadetothedocumentintheworkarea.Ifthevaultisconfiguredtoretainhistory,the
originalrevisionbecomesthepreviousrevisioninthehistoryofthedocument.Iftheworkareaisconfiguredto
retainhistory,therevisionsmadetothedocumentwhileitwasassignedtotheworkareaareretainedfor
futurereference.AdocumentmustbeintheReleasedstateofitsdocumentworkflowtobereleasedfromthe
workarea.
Note    Iftherevisionnumberofthedocumenttypeisconfiguredtouseminorrevisionnumberswhileina
workarea,theminorportionoftherevisionnumberisomittedfromthenewrevisionintheMainarea.
IfyouwanttoreleasethedocumenttotheMainareaonlymomentarilysothatothersmayusethelatestrevi-
sion,youcanimmediatelyreassignittotheworkareainonestep.
Adocumentmayalsobediscardedfromaworkarea.Discardingadocumentremovesitfromtheworkarea
andunlockstheoriginalrevisionofthedocumentintheMainarea.Allchangesmadetothedocumentinthe
workareaarelost.
Toreleaseadocumentfromaworkarea:
1. Opentheworkareawherethedocumentisassigned.
2. Selectthedocumentthatyouwanttoreleasefromtheworkarea.
3. OntheDocumentmenu,pointtoReleasetoMainAreaandclickDoNotReassignDocument.If
youwanttoimmediatelyreassignthedocumenttotheworkareaforfurtherrevisions,clickReassign
DocumenttoThisWorkAreainstead.
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Todiscardadocumentfromaworkarea:
1. Opentheworkareawherethedocumentisassigned.
2. Selectthedocumentthatyouwanttodiscardfromtheworkarea.
3. OntheDocumentmenu,pointtoDiscardfromWorkAreaandclickDoNotReassign
Document.IfyouwanttoimmediatelyreassigntheoriginalrevisionofthedocumentfromtheMain
areatotheworkareaforrevision,clickReassignDocumenttoThisWorkAreainstead.
Warning    Discardingadocumentfromaworkareacannotbeundone.Ifcriticalchangesareaccidentallydis-
carded,considerexportingacopyofthedocumentfromamomentinhistorypriortowhenitwasdiscarded,
reassigningtheoriginalrevisionfromtheMainareatotheworkarea,andreplacingitscontentinthepresent
momentintimefromtheexportedfileusingthenativeapplication.
12.5
Routingaworkarea
Theworkflowofaworkareaisintendedtoassociatetherevisionofdocumentswithintheworkareawithan
engineeringprocess.Italsocontrolsandtracksthestepsoftheprocessovertime.Routingaworkarea
executesaworkflowtransitionthatchangestheworkarea’scurrentworkflowstatetooneofthenextpossible
states.
Beforeyoubegin
Itisimportanttounderstandtheeffectthatexecutingaworkareaworkflowtransitionwillhaveonthedoc-
umentsitcontains.Afteratransitionisexecuted,itmaybedifficulttoreversethoseeffects.Ifyouareunsure
abouttheseeffects,consultasystemadministrator.
AlldocumentsinaworkareamustbeintheReleasedstateinordertoroutetheworkarea.
Torouteaworkarea:
1. Opentheworkareathatyouwanttoroute.
2. Clickthebuttonattherightendofthecontextbarthatisnamedforthecurrentworkareastatus.
Selectanavailabletransitionfromthemenuthatappears.
Or
1. Opentheworkareathatyouwanttoroute.
2. Right-clicktherootoftheworkareaandselectanavailabletransitionfromthemenuthatappears.
Dependingontheconfigurationoftheworkareatemplatefromwhichtheworkareawascreated,executinga
workareatransitionmayautomaticallyperformadditionalactions:
Changeddocumentsmightbereleasedtotheparentworkarea(includingtheMainarea),revoked,or
reassignedfromtheparentworkarea.
Unchangeddocumentsmightbereleasedtotheparentworkarea(includingtheMainarea),revoked,
orreassignedfromtheparentworkarea.
Abaselineinhistorymightbecreatedintheworkareaorintheparentworkarea.
Otheractionsperformedbycustomization.
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