NEW  Enlisting remote vaults for folders

Enlisting a remote vault for a folder causes a copy of the current folder to be sent to that vault. The folder can be a normal folder, a folder with custom properties (that can also be copied, depending on the system configuration), or a project folder. The contents of the folder (sub-folders and documents) are not copied. Unlike replicated documents, folders do not have an owner.

Certain rules and limitations apply to replicated project folders created by Meridian Enterprise Managed Change or the Meridian Advanced Project Workflow Module:

• All master document and project copy operations and references will be replicated between the collaborating vaults that are enlisted for both the master document and the project copies.
• Replicated project copies can only be released as new master document revisions if all of the involved documents are owned by the local vault.
• A replicated master document can only be locked if the copy is owned by the local vault.
• Project workflow states and transitions are not replicated.
• Meridian Enterprise Managed Change and the Meridian Advanced Project Workflow Module features are only supported with Meridian Enterprise 2011 and higher.

Before you begin

You must have the Enlist Vault privilege to enlist vaults for folders the same as for documents. Also, consider whether the folder might contain parts of assemblies that reside in other folders. All parts of an assembly must be in a released workflow state when collaborating vaults are enlisted. Otherwise, parts will not be able to be released at the remote sites.

To enlist a remote vault for a folder:

1. In Meridian Enterprise PowerUser, select the folder for which you want to enlist a remote vault.
2. Click the Collaboration tab. The Collaboration property page appears.
3. Click the Edit button in the lower right corner of the window. The property page becomes editable.
4. Click Share Name list, select the remote vaults that you want to enlist for the selected folder.
5. Select options as described in the following table.

Note    The settings for these options are not replicated to the enlisted vaults and must be set at the remote sites.

6. Click OK to save your changes.The selected vaults are enlisted and a copy of the current folder will be sent to them by the next GCF scheduled transfer.