Creating the transmittal database

Transmittals and submittals and the documents contained within them are all stored in the Meridian Enterprise vault. Information about the contents, distribution, and recipients of transmittals and submittals is stored in a separate SQL Server or Oracle database. This is so that you can easily generate reports about transmittals and submittals, combine information from multiple vaults into a single report, and access the data from other information systems. This information includes the following about each transmittal or submittal:

• Name
• The names of the documents it contains
• The names of the persons to whom it was sent or from whom it was received
• The time when it was sent
• The reason it was sent
• The name of the transmittal to which each submittal is a response

Before the transmittal database can be used, it must be initialized by a database administrator using scripts supplied with the Meridian Transmittal Management Module. The correct database connection string must also be set on the Meridian Enterprise server.

Before you begin

The Meridian Transmittal Management Module supports the database management systems listed in the BlueCielo Supported Software document available from your BlueCielo ECM Solutions Certified Partner or the BlueCielo ECM Solutions extranet.

To create the transmittal database:

1. Create a new empty SQL Server or Oracle database. The database can be named anything you want. We recommend a descriptive name like TransMgmt.
2. Open the file named ReadMe.txt located in the folder that was created during module installation that corresponds to the name of the DBMS that you used to create the database. The folders are located by default at:

C:\Program Files\BC-Meridian\Program\TM SQL

C:\Program Files\BC-Meridian\Program\TM Oracle

3. Follow the instructions in the ReadMe.txt file to create the tables and other items within the database created in step 1 that are required by the Meridian Transmittal Management Module.
4. Open Registry Editor on the Meridian Enterprise server and locate the following key:

HKEY_LOCAL_MACHINE\SOFTWARE\Cyco\AutoManager Meridian\CurrentVersion\Server

5. Create a new sub-key named TransManDatabase.
6. Create the following new string value for TransManDatabase.

HKEY_LOCAL_MACHINE\SOFTWARE\Cyco\AutoManager Meridian\CurrentVersion\Server\TransManDatabase\ConnectionString

7. Set its value to a valid connection string for the database created in step 1. The connection string should look similar to the following, where MyServer is the name of the DBMS computer where you created the database in step 1, and TransMgmt is the name of the database you created in step 1:

Provider=SQLNCLI;Server=MyServer;Database=TransMgmt;Trusted_connection=yes

Note    The database connection will be performed by the account under which the Meridian Enterprise EDM Server service is run, so it must have permissions to the database server and the database created in step 1. If necessary, configure the EDM Server service account as described in the BlueCielo Meridian Enterprise.

8. Create the following new DWORD value for TransManDatabase.

HKEY_LOCAL_MACHINE\SOFTWARE\Cyco\AutoManager Meridian\CurrentVersion\Server\TransManDatabase\MaxCount

9. Set its value to one more than twice the number of Meridian Transmittal Management Module client licenses. For example, if you registered two BlueCielo Meridian Transmittal Management Module client licenses, type 5. This will allow up to five concurrent connections. Each user will use two connections when creating a transmittal.
10. Confirm that the database was correctly created and Meridian Enterprise can connect to it by manually updating the database as described in the BlueCielo Meridian Transmittal Management Module User's Guide.