BlueCielo Meridian Enterprise 2017 Configuration Guide

Configuring event notifications

Event notification messages are initiated by the Meridian application server and sent by a specified email server. These notifications are those that your organization should consider as mandatory for users to receive. The users cannot configure which messages they receive and they may not decline to receive them. As such, these messages should be the minimum that are necessary for your business processes. Additional messages can be sent by user-configured subscriptions or reminders as described elsewhere or by programming custom notifications. You configure event notifications by specifying which groups of users (Subscribers, To-Do assignees, or workflow Managers) that should receive notifications when specific events occur in the vault. The users will receive notifications when these events occur for vault items that are related to the current document or project folder.

By default, Meridian provides notification definitions for the common events that require notifications:

For more information about these events, see the BlueCielo Meridian Enterprise User’s Guide.

These definitions cannot be deleted. Additional definitions can be created for custom requirements and the definitions used in VBScript programming. Each notification definition can send messages to the users of any of the groups described in About email notifications.

Subscription notifications use the same definitions as event notifications except that the recipients must register their subscriptions to documents manually (opt-in) in order to receive the notification messages. In addition, each definition must be enabled for the Subscribers group as described in the following tasks.

To configure event notifications:

1. In Configurator, expand Environment in the configuration tree and select Notification Settings. The Notification Settings page appears in the right pane. The page lists the existing notification definitions for the current vault.

2. Click Edit. The page becomes editable.

3. To simply enable or disable notifications for combinations of events and recipient groups:

   • Select checkboxes in the columns of the definitions list that correspond to the users that you want to receive notifications when the event occurs.

   OR

   To view or edit the details about specific event notifications:

   1. Double-click the row of the event or select the row and click Edit. The definition’s Properties dialog box appears.
   2. For each tab in the dialog that represents a group of recipients, click options or type values using the descriptions in the following table.
   3. Click OK to save your changes to the definition.
4. Click OK to save your changes to the notification settings.

To create a notification definition:

1. In Configurator, expand Environment in the configuration tree and select Notification Settings. The Notification Settings page appears in the right pane.
2. Click Edit. The page becomes editable.
3. Click New. A new row is added to the definition list and its name is editable.
4. Type a descriptive name for the definition and press Enter.

5. To simply enable or disable notifications for combinations of events and recipient groups:

   • Select checkboxes in the columns of the definitions list that correspond to the users that you want to receive notifications when the event occurs.

   OR

   To view or edit the details about specific event notifications:

   1. Double-click the row of the event or select the row and click Edit. The definition’s Properties dialog box appears.
   2. For each tab in the dialog that represents a group of recipients, click options or type values using the descriptions in the following table.
   3. Click OK to save your changes to the definition.
6. Click OK to save your changes to the notification settings.
7. Specify the definition name in a VBScript procedure that executes when the event occurs. For more information about sending custom notifications using a notification definition, see the Vault.SendNotification, Document.Subscribe, and Document.Unsubscribe methods in the BlueCielo Meridian Enterprise VBScript API Reference.

To edit a notification definition:

1. In Configurator, expand Environment in the configuration tree and select Notification Settings. The Notification Settings page appears in the right pane.
2. Click Edit. The page becomes editable.

3. To simply enable or disable notifications for combinations of events and recipient groups:

   • Select checkboxes in the columns of the definitions list that correspond to the users that you want to receive notifications when the event occurs.

   OR

   To view or edit the details about specific event notifications:

   1. Double-click the row of the event or select the row and click Edit. The definition’s Properties dialog box appears.
   2. For each tab in the dialog that represents a group of recipients, click options or type values using the descriptions in the following table.
   3. Click OK to save your changes to the definition.
4. Click OK to save your changes to the notification settings.

To delete a notification definition:

1. In Configurator, expand Environment in the configuration tree and select Notification Settings. The Notification Settings page appears in the right pane. The page lists the existing notification definitions for the current vault.
2. Select the definition row that you want to delete and click Remove. The row is deleted from the definition list.
3. Click OK to save your changes.