Viewing and editing vault properties

After you create a vault, you can later view and edit the options that you set during creation as well as others. You might want to do this to:

• Optimize its performance
• Reconfigure its database file locations
• Configure it for offline mode use
• Change history retention
• Adjust client options

To view or edit a vault's properties:

1. In Administrator, click EDM Server in the left pane. The list of active vaults appears in the right pane.
2. Select the vault in the right pane for which you want to view or edit its properties.
3. On the Action menu, select Properties. The vault’s Properties dialog box appears. Many of the options that are accessible from this dialog are the options that were set when the vault was created.

4. Click options or type values using the descriptions in the following table.

   Vault configuration options

   Option	Description
   Name	Internal name of the vault. Read-only.
   Display name	Name of the vault as seen by users. Read-only. For information on renaming a vault, see Renaming a vault.
   Engine	Name of the database engine for the current vault. Read-only.
   SQL Server	Name of the instance of SQL Server where this vault's database is hosted. Available only if the vault was created with the SQL Server engine. If the instance is hosted on the same computer as the Meridian application server, this option is blank. Read-only.
   Account	SQL Server account name used to connect to the vault database on the server specified in SQL Server. Available only if the vault was created with the SQL Server engine. For information about setting this option and its password, see Configuring the SQL Server account used by Meridian.
   Database path	Path of vault database files. Read-only. For information about moving a vault, see About moving a vault.
   Index path	Path where the index files created by the database engine are stored. Available only if the vault was created with the SQL Server engine. For guidelines on estimating the space required and location options, see Understanding document storage space requirements.
   Log path	Path where the transaction log files created by the database engine are stored. Available only if the vault was created with the SQL Server engine. For guidelines on estimating the space required and location options, see Understanding document storage space requirements.
   Content path	Path of vault content files. Read-only. For information about moving a vault, see About moving a vault.
   Backup path	Path where the backup files created by the SQL Server and Oracle database engines are stored. For guidelines on estimating the space required and location options, see Understanding document storage space requirements.
   Maintain history on Main area	Retains all revisions of documents that are changed within the Main area of the vault. Otherwise, only the latest revision will reside in the vault. This option uses more disk space. To remove unused revisions, they can be archived as described in Archiving documents or removed as described in Removing vault history. For information on not using history for mechanical industry applications, see the BlueCielo Meridian Enterprise User's Guide.
   Hide documents from users with insufficient privileges	Controls the visibility of documents depending on the user's security privileges. Enabling this option will have a negative effect on server performance when displaying folder contents, evaluating security, and searches. Tip    The user may still see the presence of the vault and open it but they will not be able to see any documents. To hide the vault completely from vault selection dialog boxes, enable the Hide vaults to which a user has no access option of the EDM Server and do not grant the user the List Content privilege for the root folder of the vault. This is supported for environments with one EDM Server and one Web Access server. Multiple EDM Servers in the same environment will produce unexpected results and this option should not be used in that case.
   Force clients to access documents from Local Workspace	Controls the use of Local Workspace. For more information, see About Local Workspace.

5. Click the Advanced button to view or edit the vault's performance options as described in Optimizing vault performance and About the High Performance Option.
6. Click the Status button to view the current status of the prerequisites for working with the vault in Offline mode as described in the BlueCielo Meridian Enterprise User's Guide.
7. Click the Content Indexing tab to view or edit the vault's content indexing options as described in About content indexing.

8. Click the Advanced Features tab to view or edit the vault's additional options described in the following table.

   Extensibility options

   Option	Description
   Audit table connection string	Connection to an external database where vault audit trail data is stored by the Meridian FDA Module. Type a valid connection string to an existing OLE DB database or click the hyperlink and build one with the Data Link Properties dialog that appears. Enabling this option requires a Meridian FDA Module server license. For more information, see the BlueCielo Meridian FDA Module Configuration Guide. To use Meridian Enterprise Server for the audit trail, type the server name, IP port number, domain name, and account name using the following syntax. By default, the account that is used for the connection is specified during installation as described in Installing the server components. To use a different account, specify it with <DomainName>\<AccountName> as shown. <ServerName>:<PortNumber>@<DomainName>\<AccountName> This should be the same address as specified for the Address option described in Configuring the connection to Meridian Enterprise Server.
   Notifications table connection string	Connection to an existing external database where document subscription data is stored. Type a valid connection string to an existing OLE DB database or click the hyperlink and build one with the Data Link Properties dialog that appears. For information about creating this database, see Creating a subscriptions database. For information about creating a connection string, see Data Connections, Data Sources, and Connection Strings (SSRS) on Microsoft TechNet. For information about configuring notification definitions to use this database, see the BlueCielo Meridian Enterprise Configuration Guide. Note    This table is not used to store notification message information, only subscription data. The design assumption is that most customers will use both notifications and subscriptions. If you only want to use notifications, you must still enter a text value for this option. The value does not need to be a valid connection string. Notifications are enabled only if this option is not empty.
   Enable Advanced Project Workflow Module	Enables the features of the Meridian Advanced Project Workflow Module. Enabling this option requires a Meridian Advanced Project Workflow Server license and Meridian Asset Management Module client extension licenses.
   Enable Asset Management Module	Enables the integrated features of the Meridian Asset Management Module. Use of this module requires Meridian Asset Management Module client extension licenses.
   Enable BlueCielo Publisher extension	Enables the integrated features of BlueCielo Publisher. Requires appropriate BlueCielo Publisher licenses to be registered.
   NEW   Enable packages support	Enables viewing the packages that have been exported from Meridian Explorer that are related to a document. Enter the name of the Meridian Explorer repository from which the packages are made in Repository Name.

9. Click OK to save your changes.