Configuring vault settings

The settings of a vault determine some of its basic functionality that applies to all documents within the vault, regardless of their document type. The entire configuration of a vault is also known as its environment.

To configure a vault’s settings:

1. In Configurator, expand Environment in the configuration tree and select Vault Settings. The vault’s settings appear in property pages in the right pane.
2. On the General page, the properties in the following table are read-only and cannot be edited in Configurator.

3. Click the Edit button to make changes.

4. On the General page, click options or type values using the descriptions in the following table.

   Vault general options

   Option	Description
   Vault name	The name of the vault as it appears to users. Read-only.
   Environment revision	The revision number of the vault’s configuration data. This property can be useful for tracking and documenting changes that are made to the vault’s configuration. Read-only.
   Server name	The name of the computer where the BlueCielo EDM Server service is running. Read-only.
   EDM Server revision	The revision number of the BlueCielo EDM Server service software. Read-only.
   Shared folder	The name of the share on the server where user interface extensions are stored. Read-only.
   Work Isolation Mode in Main area	Select an option from the following: Off: Select this option if all documents within the vault will use either document type workflow or workflow definitions to create new revisions. Documents are always visible to all users, even while undergoing change in a workflow. On: Select this option if all documents within the vault will use the simple workflow of the Create Working Copy and Submit Working Copy commands. No other document workflows will be available in the vault. The working copies of documents are only visible to the user who created the working copy. Other users will see the last submitted revision. When the current working copy is submitted, it will then be visible to all users. On, read-only: Select this option if all documents within the vault will use the simple workflow of the Create Working Copy and Submit Working Copy commands. If this option is enabled, all new documents and revisions of existing documents must be created in work areas, not in the Main area of the vault, which will be read-only to all users, even against property changes. Due to these restrictions, we only recommend enabling this option to meet very specific requirements. Warning    To change a vault’s Work Isolation Mode, all documents must be in Released status, which may be difficult or impossible to achieve without interrupting production work. Consider your Work Isolation Mode choice very carefully before proceeding.
   After importing documents	Select an option for the initial state of documents after they have been imported into the vault. Set state to Under Quick Change: The documents must be released from the Quick Change workflow before their status is Released. Set state to Unchanged: The documents are not in a workflow. The Unchanged status is equivalent to Released except that it does not result from a workflow. Set state to Under Change: The documents must be released from their document type workflow before their status is Released.
   Use document type security	Select this option to restrict user access to specific document types. For information on security roles, see Understanding security roles.
   Use renditions	Enable this option if documents in this vault will be rendered or published by BlueCielo Publisher. This option enables the rendition features in the client applications. Note    NEW To specify the default file extension of documents to import as renditions of existing documents during drag-and-drop operations, set the DefaultRenditionExtension setting to the file extension, for example, .pdf. This setting can be configured in the [Vault] section of the Application Integration settings as described in Configuring Managed Change.

5. Type or select options on the Redline Layers page as described in Creating and editing redline layers.
6. Type or select options on the Page Styles page as described in Editing page styles.
7. Type or select options on the Duplicator page as described in Configuring the assembly options.
8. Type or select options on the Extensions page as described in Applying extensions to a vault.

9. Type or select options on the following pages as described in Configuring column layouts:

   • Explorer View Columns
   • My Working Copies View Columns
   • Search Result Columns
   • Preferred for Search
   • Project Copies Columns
   • Revisions Dialog Columns
   • Archive Columns
10. NEW Type settings on the Settings page as required for your vault customization. Settings should use the same hierarchical structure and syntax as the pages in the Application Link Settings group of the Environment branch. That is, settings grouped into sections that are defined like [<SECTIONNAME>].The settings can be read with the VBScript Vault.Option property as described in the BlueCielo Meridian Enterprise VBScript API Reference. The settings can only be edited using Meridian Enterprise Configurator.
11. Click the OK button to save your changes.