The integration of Meridian Enterprise with Meridian360 Portal has been made as automated as possible while also providing for configuration to meet most requirements and compatibility with customized vaults. Consequently, additional manual configuration is necessary.
The following table is a checklist for reference and to confirm that the configurations tasks have been performed. The tasks are listed in the order in which they should be performed. Use the hyperlinks in the checklist to find the installation information for each task. Track your installation progress by printing this checklist and placing a checkmark in the box in the applicable row as you finish each task.
| Done | Task | Topic References |
|---|---|---|
| o | Obtain the Meridian360 Portal integration files from BlueCielo. | |
| o | Install the Meridian360 Portal integration files on the Meridian Enterprise server. Required only for versions prior to Meridian Enterprise 2017. | Installing the files |
| o | Import all the necessary vault objects that are required for the integration. | Importing the vault configuration |
|
o |
Configure the integration settings for your unique environment. | Configuring the vault settings |
|
o |
Modify the transmittal document type to meet your requirements. | Configuring the transmittal document type |
| o | Modify the other document types to work with the integration. | Configuring the other document types |
|
o |
Modify the document workflow to include Meridian360 Portal review. | Configuring the document workflow definition |
|
o |
Modify the package reference type to meet your requirements. | Configuring the package reference type |
| o | Modify the project folder type to meet your requirements. | Configuring the project folder type |
|
o |
Modify the new project event script to create Meridian360 Portal projects. | Modifying the new project event script |
| o | Add support files to the vault for additional customization. | Importing the support files |
|
o |
Modify the vault event script to load the integration functions. | Modifying the vault script |
|
o |
Modify the standard event handlers to include the integration features. | Modifying the standard event handlers |
|
o |
Add the integration custom functions to the vault script. | Adding the custom functions |
|
o |
Define the distribution lists for notification of package transfers. | About the distribution matrix |
|
o |
Modify the transmittal template to meet your requirements. | About the transmittal template |
|
o |
Modify the column map to specify the properties shown in transmittals. |
|
| o | Configure the Meridian360 tenancy connectivity settings. | BlueCielo Meridian Enterprise Server Administrator's Guide |