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.
   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.

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 duplicator destination folder.

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

   • Explorer View Columns
   • Search Result Columns
   • Preferred for Search
   • Project Copies Columns
   • Revisions Dialog Columns
   • Archive Columns
9. Click the OK button to save your changes.