BlueCielo Meridian Asset Management Module 2013 Administrator's Guide | BlueCielo ECM Solutions

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Glossary

Following are terms that are used to describe BlueCielo products. Some of these terms are used only in reference to certain products and may not be used in this document.

Standard term definitions
Term Definition

approved

A workflow status that indicates a document that has been approved for reproduction, distribution, manufacture, or construction.

archive

As a noun, a repository of obsolete documents kept for possible future reference. As a verb, the process of exporting obsolete documents from a repository.

assign to work area

To create a copy of a document in a work area. Changes to the copy will not be made to the original revision in the Main area.

attribute

A named object in an AutoCAD drawing that is included in a block definition and used to store alphanumeric data.

audit trail

A system-generated log of the date and time of user actions that create, modify, or delete documents or repository configuration items.

baseline

A named moment, such as a milestone, in a vault's history.

BlueCielo Application Manager

The central administration console for BlueCielo applications such as BlueCielo Publisher and Meridian Explorer. BlueCielo Application Manager uses a SQL Server or Oracle database to store the configuration settings of the BlueCielo applications.

briefcase

A BlueCielo portable document package. A briefcase is a single file that may contain multiple discrete documents in an archive format. A briefcase may also contain document metadata in a data file and, in the BlueCielo .brc format, document redlines.

client

A computer, object, or program that obtains data or services from a server.

COM

Component Object Model.

content

The electronic data contained within a document file.

content indexing

The process of extracting and indexing text data from document content for full-text searching.

context

A frame of reference for viewing a vault's contents.

criterion

A search filter condition composed of a property name, operator, and value.

current

In general, the object that a user has selected or an object that is currently within the scope of a programming expression. When used in the context of the history of a document, the latest released revision of a document.

data source

An external data file or database that provides data presented by or imported into an BlueCielo ECM system.

database

A structured set of data. Used to store document metadata for a Asset Management Module vault, Meridian Explorer repository, or ImandrA vault. The database may be managed by Hypertrieve, SQL Server, Oracle, or FileNet depending on the system.

DB

An Oracle database.

derive

To create a new document based on an existing document. Also the name of a Asset Management Module command.

details page

A type of property page that displays a document's properties or a view of the document's content.

digital signature

A digitized image of a person's handwritten signature. See also "electronic signature."

discard

To cancel revision of a document in a work area and delete the copy being edited.

DNS

Domain Name System.

document

Information recorded on a medium (paper, digital media, and so on) for communication to others.

document type

A classification of documents that share one or more document management characteristics such as format, purpose, or security.

document type workflow

A predetermined sequence of steps through which a document must be processed to generate a new approved revision. The workflow is defined by the document type from which the document was created. Document types are configured by a system administrator with the Asset Management Module Configurator tool.

Document view

The view of a Meridian Explorer repository that displays documents.

document workflow interlock

A rule consisting of specific document types and property filters that limit when a project’s workflow may advance. Interlocks are configured by a system administrator with the Meridian Enterprise Configurator tool. Interlocks are available only with the Meridian Advanced Project Workflow Module.

dynamic collection

A saved search in which the search results are updated whenever the collection is displayed.

ECM

Engineering Content Management.

EDM

Engineering Document Management.

effectivity

The scope of a property, which determines when changes to its value apply within the life cycle of a document.

electronic signature An electronic indication that a person adopts the contents of an electronic message. See also "digital signature."

email

Electronic mail.

environment

An organization’s overall computing platform.

Explorer view

The view of a Asset Management Module vault that displays documents organized by the vault's Field-Path definition.

external page

A type of property page that displays an external web page.

Field-Path definition

A hierarchical structure, defined by properties, that determines the folder structure of a vault and the locations of documents according to the values of the properties.

folder view

A view that displays documents organized in a hierarchical structure of folders. See also "navigation view."

FS

File system.

full-text search

A method of searching for text contained in document content as opposed to searching document metadata. See also "content indexing."

Grid view

Name of the Meridian Explorer option to display search results in tabular format.

GUID

Globally Unique ID.

history

A configurable option of a Asset Management Module vault that causes it to save changes to documents and metadata over time. Allows users to view prior revisions of documents and their property values at specific moments in the past.

HTTP

Hypertext Transfer Protocol.

hybrid drawing

A drawing made up of both vector graphics and raster image files.

import

To create a new document in a vault from a file located outside the vault.

inactive user

A user account that has been deactivated. The account is not deleted, but the user cannot use the application. The account can be reactivated later.

initiate

To start a new revision of a document by performing the first step of a workflow.

issue code

The name of a Meridian Transmittal Management Module property that stores a standard keyword or phrase. The issue code describes the reason why a transmittal was issued.

layout

A configurable arrangement of items on a form or page.

LDAP

Lightweight Directory Access Protocol.

local workspace

A portion of disk space on a user's computer reserved for caching documents when they are viewed or edited. Using local workspace improves performance when working with very large documents. Local workspace is synchronized with the vault on a configurable interval.

lookup list

A list of predetermined values for a property that is presented to the user for selection. Lookup lists can be either managed in the application or linked to an external database or query.

main area

The area of a Meridian Enterprise vault where released documents reside.

manager

The Asset Management Module user who initiated the current document workflow and the only person with permission to change the current To Do Person.

master document

In Meridian Asset Management Module, a released document from which one or more project copies are made that become either independent documents or new revisions of the master document. Master documents are designated by Meridian Asset Management Module and the Meridian Advanced Project Workflow Module. In Meridian Project Portal, a document to which a master file is attached. See also "reference document."

Meridian Explorer Client

The Meridian Explorer web application installed on the Meridian Explorer server.

Meridian Explorer Server

The Meridian Explorer data access and business services running on a server computer. May also be used to refer to the server hosting the services.

metadata

Information that classifies, augments, or describes a document. Metadata is commonly used for searching to find documents as opposed to searching for data within documents (known as full-text searching). Metadata may also be used for a variety of other purposes.

NAT

Network Address Translation.

navigation view

A view of a Asset Management Module vault that displays documents organized in a hierarchical structure according to a predefined set of properties.

object tag

A vault or repository record that represents an asset stored in a separate maintenance management system. An object tag may reference one or more documents, or the reverse.

object tag type

The document type configured for use by object tags.

Object Tag view

The view of a Meridian Explorer repository that displays object tags.

OS

Operating system.

OU

Organizational Unit. A hierarchical container in Microsoft Active Directory Services used with the Active Directory Connector.

package

A set of files that are typically used together for a common purpose. The files are often bound together in a single compressed file for convenience, such as .zip and .msi files. Examples of file packages are software distribution packages and submittal or transmittal packages. See also “briefcase.”

pane

The area of a split or single window used to display related data and user interface elements.

PowerUser

The Meridian Enterprise desktop client software. Not related to the Windows administrative group Power Users.

preselection

A property filter that can be applied to a view to limit the number of visible items.

privilege

The right of a user to view specific data or execute a specific command. Privileges are assigned by a system administrator.

project copy

A copy of a master document made for the purpose of creating a new independent document or creating a new revision of the master document. Project copies can be created in Meridian Enterprise or in the Meridian Advanced Project Workflow Module.

project definition

A template used to create special folders in a vault that can represent design project processes. Project definitions are configured by a system administrator with the Meridian Enterprise Configurator tool. Meridian Advanced Project Workflow Module project definitions consist of a custom folder type, a workflow, and possibly project workflow interlocks or document workflow interlocks. A project definition may restrict folders from being created at the root of a vault and may restrict creation of subprojects (Meridian Advanced Project Workflow Module only).

project folder

A folder created from a project definition template.

project workflow

The workflow of a project folder as defined by the project definition template from which it was created. Configured by a system administrator with the Meridian Enterprise Configurator tool.

project workflow interlock

A rule consisting of specific sub-project folder types and property filters applied to a project or subprojects that limits when a project’s workflow may advance. Interlocks are configured by a system administrator with the Meridian Enterprise Configurator tool. Interlocks are available only with the Meridian Advanced Project Workflow Module.

property

Descriptive data used to identify, classify, and find documents.

property set A group of related properties.

property navigation

A dynamic search method in which a user progressively reduces the number of documents found by selecting from existing property values.

property page

A secondary window, usually displayed with a tab, that displays the properties of an object such as a document.

publish

To create a copy of a document, possibly in a different electronic format, in another information system.

purge

To completely and permanently delete data from a system.

query

A Structured Query Language (SQL) statement.

Quick Change

A very simple document workflow composed of only two steps, Start Quick Change and Release Quick Change, which may or may not increment the document's revision number depending on the configuration of the document type.

RAID

Redundant Array of Inexpensive Disks.

reassign

To immediately assign a document to the current work area for additional changes after discarding or releasing the current revision.

reference

A link that represents a relationship between two documents. References can be created automatically by Asset Management Module (for example, AutoCAD External Reference, or X-Ref) or manually by a user.

reference type

A classification of references that share one or more document management characteristics such as purpose, source, destination document types, or security.

references page

A type of property page that displays a document's references.

related documents page

A type of property page that displays the documents that are related to the selected object.

related tags page

A type of property page that displays the object tags that are related to the selected document.

release

The final step (transition) of a workflow. When describing project workflow, "release" refers to a new revision of a master document that was created from the content of a project copy. When describing document type or workflow definition workflows, "release" refers to a new revision of the document that was created by completing the document’s workflow. When describing a document in a work area, "release" refers to a new revision of the document in the Main area of the vault that was created from the content of the work area copy.

rendition, render

Rendition (a noun) refers to a copy of a document in a format other than the original. Render (a verb) refers to creating a rendition.

repository

The largest logical container of a document management system for storing documents and metadata. A repository commonly contains all of the documents for a single organization, division, department, workgroup, or other purpose, organized into folders and sub-folders. The fundamental container of a Meridian Explorer system.

Repository view

The configurable view of a Meridian Explorer repository, composed of a document view and an object tag view.

result grid

A configurable grid used to display documents or object tags found by a search.

retire

To classify a document as obsolete and prevent it from being revised.

return code

The name of a Meridian Transmittal Management Module property that stores a standard keyword or phrase that represents the reason why a submittal was issued.

review

To evaluate the validity of revisions to a document.

revision

A milestone in a document's history that represents approved information at a particular point in time identified by a number or letter.

revisions page

A type of property page that displays a document's revisions.

revoke

To cancel revision of a working copy of a document and delete the copy being edited.

role

A named set of privileges to which users or groups are assigned by a system administrator.

RPC

Remote Procedure Call.

saved search

A user-defined set of search criteria that is saved for future reuse.

scope A feature that limits vault functionality and visible information to named sets. A scope can be selected by users to make the system easier to use or to gain access to different documents.

search layout

A configurable combination of vault navigation and search filter parameters used by Meridian Explorer.

server

A centralized computer or application that provides services to one or more client computers or applications in a network.

shared workspace

A special folder in a vault that is used to store files to support multi-user applications. The vault folder is mapped to a shared network location outside the vault that is used instead of local workspaces on the users' computers. Asset Management Module synchronizes the contents of the shared network location with the vault folder. Configurable options control other behavior specific to using a shared workspace.

shortcut bar

The name of the accordion control containing shortcuts to views, vaults, and baselines that can be displayed in the left pane of the Asset Management Module desktop application.

SID

System Identifier. A name that identifies a specific instance of a running Oracle database.

SMTP

Simple Mail Transport Protocol.

snapshot

A copy of a database at a specific moment in time, suitable for restoring.

source state

The state of a workflow that precedes a workflow transition.

SSL/TLS

Secure Sockets Layer/Transport Security Layer.

static collection

A saved search in which the results are displayed without updating the search results.

submission

A document delivered as part of a submittal.

submit

To check in the working copy of a document that is under revision. Equivalent to releasing a document from a workflow.

submittal

A package (briefcase) of documents received by an organization for review, reference, modification, or final delivery. See also "transmittal."

subproject

A project folder contained within another project folder that can represent a subordinate process. Subprojects are available only with the Meridian Advanced Project Workflow Module.

target state

The state of a workflow that follows a workflow transition.

thumbnail

A small preview image displayed to assist the user in identifying an image file.

Thumbnail view

Name of the Meridian Explorer option to display search results as an array of thumbnail images with corresponding properties.

To-Do List

The name of a navigation view in Asset Management Module.

transition conditions

Property value filters and logical expressions that are evaluated to determine the validity of a workflow transition to be executed by a user.

transition equivalence

The equality of a workflow transition in one project definition to a workflow transition in another project definition. Transition equivalence makes it possible to execute a transition for one project in a batch of projects and have it execute transitions in the other projects within the batch even if the transitions don’t have the same name, source state, or destination state. Configured by a system administrator with the Meridian Enterprise Configurator tool. Transition equivalence is available only with the Meridian Advanced Project Workflow Module.

transmission

A document delivered as part of a transmittal.

transmittal

A package (briefcase) of documents sent from one organization to another for review, reference, modification, or final delivery. See also "submittal."

transmittal database

A Meridian Transmittal Management Module database that stores transmittal, transmission, and recipient information for transmittal tracking and reporting purposes.

transmittal management

The process of creating, modifying, sending, and tracking transmittals and submittals.

transmittal sheet

A list of the names and revision numbers of the documents contained within a transmittal or submittal. A transmittal sheet typically states the name, telephone number, and address of the sending and receiving parties. It might also include comments about the status of the documents or the project, instructions to the recipient in the use of the documents, and a date by which a response to the transmittal is due back to the sender.

unretire

To reverse the effects of retiring a document so that it can be revised again.

URL

Uniform Resource Locator. Internet and intranet addresses.

vault

A Asset Management Module or ImandrA repository for storing documents related by organization, division, department, workgroup, or purpose.

VBScript

The Visual Basic scripting language (Visual Basic Scripting Edition).

version

A document derived, copied, or rendered from another document of the same revision.

VPN

Virtual Private Network.

WAN

Wide Area Network.

watermark

Textual or graphic information overlaid on a printed document and used to indicate authenticity or validity.

Web Access

The Asset Management Module web browser-based client application.

web client

A client application that is hosted in a web browser.

work area

A virtual container in a Meridian Enterprise vault where copies of documents can be assigned to undergo related revision isolated from the original revisions in the main area. A work area can be configured to have a workflow that applies to all of the documents contained in the work area.

Work Isolation Mode

The name of the option in a Meridian Enterprise vault configuration that causes documents to be revised using working copies instead of workflows and restricts the visibility of working copies to the assigned user.

workflow

A predetermined sequence of steps used to produce standardized results.

working copy

A temporary copy of a document made for making changes as an alternative to document workflow.

workstation

A personal computer used by an individual in a network. A workstation is the client computer in a client/server system.

X-Ref

External reference: an AutoCAD drawing that is linked to, but not inserted into, the current drawing. Changes made to referenced drawings (X-Refs) are automatically displayed in the current drawing when the current drawing is opened.


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