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BlueCielo Meridian Project Portal 2012 Configuration Guide | BlueCielo ECM Solutions |
You configure Meridian Project Portal through the same web interface that users use. The general layout of the configuration user interface is similar to the Meridian Project Portal document management user interface as shown in the following figure. The navigation (left) frame shows a folder structure of the configuration settings that are available to the current user. The two root-level folders group the settings into two configuration trees: an installation-wide tree and a workspace-specific tree. Some of the settings appear in both trees but affect only the parent scope. Clicking a folder in the navigation frame opens it for viewing and editing in the detail (right) frame.
The following table describes the major features of the user interface and refers to other topics that describe the features in more detail.
| Number | Name | Description |
|---|---|---|
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1 |
Top frame |
Shows current session status information, links to general system functions, and tabs for showing the different views. |
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2 |
Workspace name |
Name of the current workspace. For information about configuring workspaces, see About workspaces. |
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3 |
Navigation frame |
Use to navigate the configuration trees of the system. |
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4 |
Splitter bar |
Click and drag to resize the navigation and detail frames. Click the arrowhead to show or hide the navigation frame. |
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5 |
View tabs |
Click a tab to show that view's information in the navigation and detail frames. |
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6 |
Detail frame |
Shows detailed information for the selected configuration item. |
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7 |
Help |
Click to show online help. |
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8 |
Settings |
Click to show the options for the current workspace that you are authorized to configure. |
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9 |
Logout |
Click to log off Meridian Project Portal. |
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10 |
Groups |
Names of access groups in which the current user is a member. For information about configuring access groups, see About access groups and Managing global groups. |
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11 |
Roles |
Access roles in which the current user is a member. For information about configuring roles, see About roles. |
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12 |
User |
Name of the current user. Click to show a shortcut menu. For information about configuring user accounts, see About user accounts. |
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13 |
Footer |
Shows current page creation and software version details. |
All registered Meridian Project Portal users can perform at least some level of configuration regardless of their access rights. The amount of the configuration tree that they see depends on their access rights. When workspace administrators and members of privileged groups click Settings, they can configure the workspace settings in addition to their personal settings. Non-privileged users may only configure their personal user information, notification preferences, and user interface settings. For more information about configuring personal settings, see the BlueCielo Meridian Project Portal User's Guide.
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