BlueCielo Meridian REFSYS 2012 Configuration Guide | BlueCielo ECM Solutions

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Branch names

The different branches in the vault are described in the following table.

Vault branches
Setting Branch Description

BRANCH_ARCHIVE

Archive

Stores retired documents or older revisions created with the Create New Version or Create Project Copy commands. This branch is mandatory in almost all scenarios.

BRANCH_CONTROLLED

Masters

Stores released documents of the Plant Document document type. This branch is mandatory when that type is used.

BRANCH_UNCONTROLLED

Project

Stores unreleased documents of the Plant Document document type. This branch is mandatory when that type is used.

BRANCH_OBJECTS

Objects

Stores unreleased documents of the Object document type. This branch is mandatory when that document type is used.

BRANCH_GENERIC

Miscellaneous

Stores unreleased document of the Generic Document document type. This branch is mandatory when that type is used.

BRANCH_RENDERED

Renditions

Stores unreleased document of the Generic Document document type. This branch is mandatory when the BlueCielo Publisher is used. The Publisher does not look for this branch and no modifications to the Publisher setup are required when changing this branch name.

To change a branch name:

  1. In Configurator, rename the branch in the Change definition dialog.
  2. Change the corresponding setting in the _Settings table.

All branch names must be unique. Most branches can be renamed with little consequences. However the following points should be taken into account.

Branches can only be renamed when they contain no locked documents. Only the Miscellaneous, Masters, and Projects branches can contain locked documents.

The Projects branch has two sub-branches to separate Design and As-Built projects. The branch names are determined with the following settings.

Projects branch names
Setting Branch

PROJECT_BRANCH_ASBUILT

As-Built

PROJECT_BRANCH_DESIGN

Design

The As-Built and the sub-project project type names are defined the following settings. All other project types that can be created are considered a Design project.

Non-Design project types
Setting Project Type

PROJECT_ASBUILTPROJECT

As-Built

PROJECT_SUBPROJECTTYPE

ContractorJob

Because branch names should not be used in filter conditions because they can easily be changed, use properties like StatusPublished, Rendition, and RetentionModifiedBy and document type filters instead to filter out functionality.

Related concepts

Navigation views

Project naming convention

Scopes


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