Creating and editing scopes


	BlueCielo Meridian Enterprise 2012 Configuration Guide \| BlueCielo ECM Solutions

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Creating and editing scopes

To create or edit a scope:

Open Meridian Enterprise Configurator.
Use one of the following methods to add a new scope definition to the configuration tree:

Select New Scope from the Edit menu.
Click the New Scope button .
Right-click Scopes in the configuration tree in the left pane and choosing New Scope.

The scope property pages appear in the right pane.

Type information on the General page for the options described in the following table.

Scope general options
Option	Description
Display Name	The editable name of the scope definition as seen by users. Required.
Name	The permanent internal name of the scope definition. Required.
Root folder	The root folder that will be visible to users of this scope. Click the Select Folder icon to select an existing folder. Required.
Privileges	Select the Meridian roles that can use the current scope.

On the Command Filter page, select the standard and custom commands that you want to be available to users of this scope.

Note Not all commands are available in scopes, particularly some of the managed change and Meridian Advanced Project Workflow Module commands. Also, access to the document type workflow transition commands and the Retire and Unretire commands cannot be cleared in scopes.

On the Toolbar page, select the standard and custom commands that you want to show in the Scope toolbar for this scope.
On the Document Type Filter page, select the document types that you want to be available to users of this scope.
On the Folder Type Filter page, select the folder types that you want to be available to users of this scope.
On the Workflow Definition Filter page, select the workflow definitions that you want to be available to users of this scope.
On the Project Definition Filter page, select the project definitions that you want to be available to users of this scope.
On the Reference Type Filter page, select the reference types that you want to be available to users of this scope.
On the Navigation View Filter page, select the Navigation views that you want to be available to users of this scope.
On the Report Filter page, select the reports that you want to be available to users of this scope.
Click OK to save the scope definition.

Related concepts

Understanding scopes