Creating and editing repository views

A repository view is the fundamental presentation of the contents of a repository to users. Repository views are listed on the Home page of a Meridian Explorer site for users to select from and to begin working with documents, object tags, and projects. Views are created as view groups. Each view group comprises individual views that apply to each of the possible object types: document, object tags, and projects. That is, when you create a view for one type of item, Configurator creates views for the other types of items at the same time that work together. If you do not need views for the other item types, you can delete or disable them as described elsewhere in this guide. A repository may have any number of views. Views can be shown in named groups, for example, the views for a particular repository or object type.

Each view includes layouts for searches, navigation, and property presentation:

• Advanced search, cascading property filters, and autocompletion
• Property-based navigation
• Navigation views similar to Meridian Enterprise
• Search results columns, toolbar buttons, and thumbnails
• Property pages and their mappings to document, object tag, and project types.

Additional options such as full-text searching, folder browsing, and relational searches are also configured in each view.

Each view can use some or all of these layouts and each view has a default navigation layout that is shown when Meridian Explorer users first open a repository. Moreover, each view can be restricted for use by specific user groups.

Notes

• You must be a member of a BlueCielo group with the Explorer Configurators or Application Administrators permission in order to create or manage a repository view.
• The definition of a view group is edited as described in this topic. The view layouts are edited as described in other topics in this chapter.
• When multiple repositories exist on the same server, the website will list the views of all repositories.

To create a new view group:

1. In Meridian Enterprise Server Configurator, in the Repositories group, click Views. The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.
2. To create a new view group:
   1. In the app bar, click NEW VIEW. The NEW VIEW dialog box appears.
   2. In the repository list, select the repository that the view will be created for.
   3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.

   OR

   To copy an existing view:

   1. Select the view that you want to copy and then click Copy. The view is copied and appears in the view list as Copy of <SourceViewName>.

   2. Select the view copy and then in the toolbar, click Edit. The EDIT <ViewName> dialog box appears.
   3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.
3. Click options or type values using the descriptions in the following table.

To edit a view group:

1. In Meridian Enterprise Server Configurator, in the REPOSITORIES group, click Views. The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

2. Select a view in the view group that you want to edit and then in the toolbar, click Edit. The EDIT <ViewName> dialog box appears.

   Note    Double-clicking a view name or clicking Properties allows you to edit the view's configuration, not its definition as described in this topic.

3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.
4. Click options or type values using the descriptions in the preceding table.

5. Repeat steps 3 to 4 for each of the other item types (Documents, Object Tags, or Projects) that you want to configure the view for. For each type, either configure the view options if the view will be available to users or disable the view so that it is not available to users.

6. If the view should be available to mobile device users, enable the Accessible by the BlueCielo Explorer app for mobile devices option. Only enable this option for one view.

   Note    Each mobile device user requires forms authentication be enabled for their account and will permanently claim a client license as described in About licensing. For information about enabling forms authentication for all users, specific groups, or specific user accounts, see Enabling forms authentication, Creating and editing groups, and Creating and editing user accounts, respectively.

7. Click OK to save your changes. If you copied an existing view, views for the other object types are also created the same as if you had created a new view group.

After you have created a view group, you can configure the individual views as described in Configuring repository views and set view security as described in Configuring view security.