The Meridian360 Portal integration uses a distribution matrix to notify project members of package transfers. The distribution matrix resides in the vault after you import it as described in Importing the support files. The distribution matrix is a MS Excel workbook named Distribution matrix.xlsx that contains three worksheets named Availability, Roles, and Matrix. Create rows in each worksheet to specify the notification recipients and their project roles for your organization.
Note Do not change the name of the distribution matrix file. The vault location of the file is configured as described in Configuring the vault settings.
The Availability worksheet lists the names of the Meridian360 Portal users that are available for selection by Meridian Enterprise users when they create a package for transfer to Meridian360 Portal. The worksheet includes the columns described in the following table.
| Column | Description |
|---|---|
|
Name |
Meridian360 Portal user name |
|
Available |
Whether the user is available for selection, Yes or No. |
The Roles worksheet lists the possible roles that the Meridian360 Portal users can perform in projects and specifies the users that are assigned to each role. The worksheet includes the columns described in the following table.
| Column | Description |
|---|---|
|
Role |
Role name |
|
Primary |
Default user name assigned to the role. |
|
First delegate |
First substitute user name for the role. |
|
Second delegate |
Second substitute user name for the role. |
|
Always copied |
Name of an additional user to always be copied on notifications to the role. |
The Matrix worksheet lists the available distribution lists for selection by Meridian Enterprise users when they create a package for transfer to Meridian360 Portal. The worksheet includes the columns described in the following table.
| Column | Description |
|---|---|
|
Description |
Distribution list name |
|
Code |
Distribution list code |
|
<RoleNames> |
Each of the role names listed in the Roles worksheet. The values for each row can be one of the following.
|