
	BlueCielo Meridian Project Portal 2012 Configuration Guide \| BlueCielo ECM Solutions

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About workspaces

The main context in which Meridian Project Portal users work is a workspace. It is also the context in which to configure user groups, document and folder properties, and so on.

A system administrator creates the workspace with the required properties. They then assign one user to be the workspace administrator. The configuration tasks are completed by the workspace and other members of a privileged group. You should complete the configuration of a workspace before adding any data to the workspace.

Configuring Meridian Project Portal involves the tasks that are listed in the following table and are described in the remainder of this guide. Use the hyperlinks in the following checklist to find the installation information for each task. Track your installation progress by printing this checklist and placing a checkmark in the box in the Completed column as you finish each task.

Workspace configuration checklist
Completed	Task	Topic Reference
o	Read this manual completely to familiarize yourself with the system.	Introducing Meridian Project Portal
o	Set the default user interface language. Communicating about configuration issues is easier when all buttons and commands appear in the same format to all persons performing configuration.	Configuring installation-wide user interface settings
o	Create access groups.	About access groups
o	Create users in the workspace and then add them to access groups.	Creating and editing users Adding users to a workspace Adding and removing access group members
o	Create access profiles and roles. Also, grant or deny guest account access to the workspace.	Creating, editing, and deleting access profiles Creating, editing, and deleting roles
o	Specify folder status values.	Creating, editing, and deleting folder statuses
o	Create folder life cycles.	Creating, editing, and deleting folder life cycles
o	Create folder types.	Creating, editing, and deleting folder types
o	Specify document status values.	Creating, editing, and deleting document statuses
o	Create document life cycles.	Creating, editing, and deleting document life cycles
o	Specify document relevance values. In addition to document status and type, the relevance is a factor for classifying documents and for use in the search tools.	Creating, editing, and deleting relevances
o	Create document types.	Creating, editing, and deleting document types
o	Create custom properties for folders and documents to classify them. Add the properties to the folder and document types.	Creating, editing, and deleting custom property definitions Adding and removing custom folder properties Adding and removing custom document properties
o	Create the workspace folder structure. Assign each folder a type, life cycle, and access profile. Edit the access profiles when necessary.	Exporting and importing subfolders
o	Create or import the initial documents.	Exporting and importing data
o	Modify the default user interface settings, if necessary.	Configuring workspace user interface settings
o	Modify the workspace-wide defaults for notifications.	Configuring change notifications
o	Configure Advanced Settings options, if applicable. For more information, see the Advanced Settings Guide provided by Meridian Project Portal Support.