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BlueCielo Meridian Project Portal 2012 Configuration Guide | BlueCielo ECM Solutions |
The Project Portal advanced settings are available to authenticated privileged workspace users and installation-wide system administrators (and partly for regular users) through the browser interface.
To configure advanced settings:
In the Workspaces view, click Settings in the Actions menu of the workspace that you want to configure. The Settings view appears.
OR
From inside a workspace, click Settings in the menu that is shown when you click your name in the upper-right corner of the window. The Settings view appears.
In the Settings view, the left frame shows a hierarchical presentation of the configuration settings available to the user; the advanced settings can be found there. The two top-level folders group the settings into two branches: the installation-wide branch and a workspace-specific branch. The advanced settings can be found in both branches.
Expand the workspace branch and then expand the Advanced Settings branch. The advanced settings that are available in each folder and subfolder, the available values for each setting, and the default value (shown in bold text) are listed in the following table. For more information about a particular settings, hover the pointer over the icon.
Note For more information about a particular option, hover the pointer over the help icon or click the option caption to see a brief description of the option.
Setting | Values |
---|---|
Document and Folder Management/ |
|
Folder Tree |
Dynamic Folder Tree and HTML Folder Tree optional Dynamic Folder Tree only HTML Folder Tree only |
Automatic numbering |
Disabled Enabled |
Sorting by position number |
Disabled Enabled |
Folder position number |
Disabled Enabled |
Node sorting method |
Classic Modern |
Sort key field order |
Name only User Code and Name User Code, Letter Code, and Name Letter Code, and Name Letter Code, User Code, and Name |
Padcode sort keys |
Disabled Enabled |
Node sort case sensitivity |
Case insensitive Case sensitive |
Document and Folder Management/ |
|
Number of documents listed on page |
10 |
Visible document name length |
60 |
Filename display length |
60 |
Allow predefined view edit for normal users |
Disabled Enabled |
Enable Notes friendly layout in email messages |
Disabled Enabled |
Document and Folder Management/ |
|
Number of folders listed on page |
|
Min keyword length |
2 |
Maximum rows in document search result |
500 |
Open node document list in new window |
In new window In this window |
Limit folder keyword search scope to subfolders |
Disabled Enabled |
Disable opening Folder search window |
Disabled Enabled |
Document and Folder Management/ |
|
How many documents to show in my recent items |
10 |
How many files to show in my recent items |
10 |
How many nodes to show in my recent items |
10 |
How many documents to show in my locked documents |
1000 |
Document and Folder Management/ |
|
Document lock timeout |
|
Document and Folder Management/ |
|
Stored search |
Disabled Enabled |
Show parent folder search criteria in Advanced Search |
Hide Show |
Maximum number of search results or documents in document list |
|
Maximum rows in document query result |
10000 |
Document and Folder Management/ |
|
Clipboard document sort order |
Document name, ascending Document name, descending Document number, ascending Document number, ascending numerically Document number, descending Document number, descending numerically |
Custom field inheritance on clipboard copy |
Do not inherit custom fields Inherit custom fields from target folder |
Enable Document Move operation on clipboard |
Disabled Enabled |
Max # of folders / documents in popup clipboard |
20 |
Max amount of documents for folder copy |
200 |
Max amount of folders for folder copy |
50 |
Status of check boxes when unlinking with Document Move operation |
Checked Unchecked |
Accessprofile on copy & paste |
Inherit access profile from target folder Keep original document access profile |
Confirm link and paste |
Disabled Enabled |
Document and Folder Management/ |
|
Zip import |
|
Exporter/Importer for standard users |
|
Disable Exporter for standard users |
|
Default structure export format |
|
Default archive export format |
|
Enable adding imported items to clipboard |
Disabled Enabled |
File format in export with transformation (Extract) |
tar zip |
File export with filename transformation |
Disabled Enabled |
Transformation string |
DOCNUM::_::DOCVER::_::FILENAME::.::SUFFIX |
Document and Folder Management/ |
|
Create document with file template |
Disabled Enabled |
Number of file attachments |
1 |
Retain original file names |
No. Rename files Rename only identical Yes. Retain all file names |
File template container definition |
|
File template document definition |
|
Document and Folder Management/ |
|
Document number generator |
Disabled Enabled |
Document numbering - start |
0 |
Document numbering - end |
9999999999999 |
Enable Smart Global Number Generator |
Disabled Enabled |
Smart Global Number Generator format |
External Kronodoc 3.0 style Three-phase |
Global document number prefix |
|
Document number middle section start |
|
Document number middle section length |
|
Document number integer section length |
|
Document number length |
13 |
Reserved blocks |
|
Document and Folder Management/ |
|
Document code based on custom properties |
Disabled Enabled |
Document code uniqueness |
Disabled Enabled |
Case-insensitive document codes |
Disabled Enabled |
Separator character |
. |
Start of reserved space |
100000 |
Start of free space |
100000 |
Document number format |
|
Document code custom property field |
|
Document code default property set |
|
Document and Folder Management/ |
|
Require selection of document type |
Disabled Enabled |
Require selection of document relevance |
Disabled Enabled |
Document and Folder Management/ |
|
Enable advanced selector for 'Multiple Selection' type fields |
Disabled Enabled |
Custom property field size |
|
Date field verification |
DD.MM.YYYY or empty None YYYY-MM-DD or empty |
Document and Folder Management/ |
|
Maximum number of attached files |
0 |
File limit enforcing for existing documents (with files) |
Disabled Enabled |
Editable file formats |
doc, xls, dwg |
Viewing editable files |
As viewable files Visible to all Visible to users with rights |
Java upload |
No Yes |
File upload mode |
No special action Convert to lower case Spaces to underscores Convert to lower case and spaces to underscores |
Additional local directories for upload lookup |
|
Lookup files to upload in Downloads |
|
Look for files in Downloads on check-in |
|
Streamer file size limit in file download |
|
Show version specific links |
Disabled Enabled |
Document and Folder Management/ |
|
Version numbering format |
|
Initial document version |
1 |
Support for minor versions |
|
Minor version format |
x.y xy |
Minor version hiding |
Disabled Enabled |
Minor version deletion |
|
Minor version incrementing |
Disabled Enabled |
Versioning from approved |
VER$ |
Auto obsolete previous version on release |
Disabled Enabled |
Linking to current folder |
Disabled Enabled |
Copy properties to new version |
Checked Unchecked |
Copy files to new version |
Checked Unchecked |
Copy subdocument links |
Checked Unchecked |
Update subdocument links to newest versions |
Checked Unchecked |
Force default selection for "Copy properties to new version" |
Disabled Enabled |
Force default selection for "Copy files to new version" |
Disabled Enabled |
Force default selection for "Copy subdocument links" |
Disabled Enabled |
Parent document linking |
Copy links Move links No action |
Force default selection for "Parent document linking" |
Disabled Enabled |
Collaboration and Access Management/ |
|
Maximum comment length |
|
Comment box height |
|
Comment box width |
|
Show obsolete comments |
Hide Show |
Comment files displayed inline |
|
Inline file maximum size |
|
Maximum inline image width |
|
Allowed comment file formats |
|
Default comment class |
Ok Change request For information |
Collaboration and Access Management/ |
|
Distribution lists for std. users |
Disabled Enabled |
File sending |
Disabled Enabled |
Send links in email (default) |
No Yes |
Show recipients of send/notify in document history |
Disabled Enabled |
Send subdocuments when sending |
No Yes |
Force previewing in sending notification |
Disabled Enabled |
Enable sending of noneditable formats only |
Disabled Enabled |
Send Cc: to myself selected |
Disabled Enabled |
Remove editable files from send |
No Yes |
Enable pasting email body to sent document as comment |
Disabled Enabled |
Force attaching message body to sent documents |
Disabled Enabled |
Paste message to comments checkbox checked by default |
Checked Unchecked |
What format should the usernames take in comment |
E-mail address Full name Username |
Maximum numbers of usersnames included in comment |
5 |
Show document path in notifications and sends |
Disabled Enabled |
Collaboration and Access Management/ |
|
List of email rewrite domains |
domain1.com|domain2.net|domain3.com |
Replacement Email address |
noreply@localhost |
Enable the use of email Reply-To field |
Disabled Enabled |
Collaboration and Access Management/ |
|
Show document type code in What's new |
Disabled Enabled |
Visible comment length in What's new |
60 |
The default scope for what's new |
Substructure Workspace |
Operation scoping for What's new reports |
All Operations From Notification Preferences |
Collaboration and Access Management/ |
|
Notification distribution |
Hide Show |
Document number in notifications |
Hide Show |
Subscription inheritance |
Disabled Enabled |
Collaboration and Access Management/ |
|
Alert functionality |
Disabled Enabled |
Automatic alert calculation |
Disabled Enabled |
Late document warning offset (days) |
0 |
Alert notification interval |
7 |
Alert offset selections |
|
Custom template alerts |
|
Custom template alert text |
|
Custom template alert title |
|
Fields shown in custom template alerts |
|
Collaboration and Access Management/ |
|
Usage Statistics Scope |
Installation Workspace |
Workstatus and progress version show |
All versions Latest versions |
Collaboration and Access Management/ |
|
Disable ExtAcp definitions for documents |
Disabled Enabled |
Workspace administrator privileges |
Full privileges Only configuration privileges |
Custom Property Access Control |
Disabled Enabled |
Roles |
Disabled Enabled |
Allow listing of all ExtAcp fields |
Disabled Enabled |
Enable changing owner of documents |
|
Disable accessprofile edit for normal users |
Disable No. Don't disable. |
Require edit access for status change |
Disabled Enabled |
New document takes folder'sactive access control profile |
Disabled Enabled |
Organization editing mode |
|
Force strict workspace policy across projects |
|
Show 'List access profiles' link |
Disabled Enabled |
List group users from access profile |
Disabled Enabled |
Users allow to change folder type / lifecycle |
Owner only Users with edit rights |
Users allow to change document type / lifecycle |
Owner only Users with edit rights |
Installation Control/ |
|
Password minimum length |
|
Idle logout time |
|
Disable login info remembering |
|
Installation Control/ |
|
Enable config report also for regular users |
Disabled Enabled |
Installation Control/ |
|
User name format in document properties |
First Name Last Name First Name, Last Name Last Name, First Name |
Hide system users from project admins |
|
User specific user interface settings |
|
Installation Control/ |
|
Brazilian Portuguese User Interface |
Disabled Enabled |
Finnish User Interface |
Disabled Enabled |
German User Interface |
Disabled Enabled |
Swedish User Interface |
Disabled Enabled |
Modules/ |
|
Group filter |
|
Group name container |
|
Group name that specifies project users |
|
The relative LDAP path to the group that specifies project users |
|
Group name that specifies installation users |
|
The relative LDAP path to the group that specifies installation users |
|
User database cache lifespan (seconds) |
|
Modules/ |
|
Advanced dashboard |
Disabled Enabled |
Modules/ |
|
Enable AutoVue |
Disabled Enabled |
Modules/ |
|
Advanced approval of documents |
Disabled Enabled |
Comment circulation |
Disabled Enabled |
Default notification setting |
Disabled Enabled |
The circulation inbox page size |
10 |
Notification report frequency |
Immediately Use frequency from notification settings |
Messages in comment circulation |
Collapsed Expanded |
Modules/ |
|
Update document properties from Excel tables |
Disabled Enabled (Restricted) Enabled for all users |
Enable Formatted Excel Export |
Disabled Enabled |
Enable Templated Mass Edit |
Disabled Enabled |
Number of rows in configuration screen |
5 |
Show custom property names in templated edit |
Disabled Enabled |
Append separator |
; |
Modules/ |
|
Kronomail |
Disabled Enabled |
Automatically add document subscription |
Disabled Enabled |
Email file format |
|
Use canondate format in date fields |
|
Modules/ |
|
Allowed users |
|
Profiler oper time threshold (s) |
|
Profiler SQL queries threshold |
|
Profiler long SQL threshold (s) |
|
Profiler sort key |
|
Modules/ |
|
Enable Meridian Link |
Disabled Enabled |
Meridian User |
meridian |
Modules/ |
|
Office properties integration (POI) |
Disabled Enabled |
Property transfer mappings for all templates |
Disabled Enabled |
Limit property field size |
Disabled Enabled |
Use default map for uploaded documents |
Disabled Enabled |
Maximum description field length |
2000 |
Maximum custom property field length |
2000 |
Maximum OLE field length |
255 |
Field length offset |
-10 |
Modules/ |
|
Enable Smart Paste functionality |
Disable Enable for all users Enable for privileged only |
Allow overwrite of same revision for smart paste |
Disabled Enabled |
WBS code folder property field |
Folder name User code |
WBS code document property field |
wbscode |
Smart paste versions only in same WBS folder |
Disabled Enabled |
Link to all parent folders in smart paste |
Disabled Enabled |
Description handling in SmartPaste |
Append Append if not found Edit Omit |
Default structure user code |
|
Omit fields in SmartPaste same revision update |
|
Append fields in SmartPaste same revision update |
|
Append fields if field values not found in SmartPaste same revision update |
|
Enable Smart Move functionality |
Disabled Enabled |
Allow status change of moved documents |
Disabled Enabled |
Modules/ |
|
Enable transmittal management |
Disabled Enabled |
Transmittal XLS template |
|
Transmittals directory |
|
Transmittal templates |
|
Data fields in transmittals |
|
Field headers in transmittal document tables |
Document-code, EXT|.*revision, Document-name |
Transmittal sorting |
Document-type |
Transmittal sheet table order |
Document table Recipient table |
Transmittal acknowledgement required for retrieving sheet |
Disabled Enabled |
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