Creating and editing repository views

A repository view is the fundamental presentation of the contents of a repository to users. Repository views are listed on the Home page of a Meridian Explorer site for users to select from and to begin working with documents, tags, and projects. Views are created as view groups. Each view group comprises individual views that apply to each of the possible tag types: document, tags, and projects. That is, when you create a view for one type of item, Administration Console creates views for the other types of items at the same time that work together. If you do not need views for the other item types, you can delete or disable them as described elsewhere in this guide. A repository may have any number of views. Views can be shown in named groups, for example, the views for a particular repository or tag type.

Each view includes layouts for searches, navigation, and property presentation:

  • Advanced search, cascading property filters, and autocompletion
  • Property-based navigation
  • Navigation views similar to Meridian Enterprise
  • Search results columns, toolbar buttons, and thumbnails
  • Property pages and their mappings to document, tag, and project types.

Additional options such as full-text searching, folder browsing, and relational searches are also configured in each view.

Each view can use some or all of these layouts and each view has a default navigation layout that is shown when Meridian Explorer users first open a repository. Moreover, each view can be restricted for use by specific user groups.

Note:
  • You must be a member of a Accruent group with the Explorer Configurators or Application Administrators permission in order to create or manage a repository view.
  • The definition of a view group is edited as described in this topic. The view layouts are edited as described in other topics in this chapter.
  • When multiple repositories exist on the same server, the website will list the views of all repositories.

To create a new view group:

  1. In Meridian Enterprise Server Administration Console, in the Repositories group, click Views. The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.
  2. To create a new view group:
    1. In the app bar, click NEW VIEW. The NEW VIEW dialog box appears.
    2. In the repository list, select the repository that the view will be created for.
    3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.

    OR

    To copy an existing view:

    1. Select the view that you want to copy and then click Copy. The view is copied and appears in the view list as Copy of <SourceViewName>.

    2. Select the view copy and then in the toolbar, click Edit. The EDIT <ViewName> dialog box appears.
    3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.
  3. Click options or type values using the descriptions in the following table.

To edit a view group:

  1. In Meridian Enterprise Server Administration Console, in the REPOSITORIES group, click Views. The Explorer Views page appears and lists the existing views grouped by the repository that they were created for.

  2. Select a view in the view group that you want to edit and then in the toolbar, click Edit. The EDIT <ViewName> dialog box appears.

    Note:

    Double-clicking a view name or clicking Properties allows you to edit the view's configuration, not its definition as described in this topic.

  3. On the menu, select the item type that you want to configure the view for. A page that shows the options for the item type that you selected appears.
  4. Click options or type values using the descriptions in the preceding table.
Item type options
Option Description

Enabled

Makes the view visible and selectable by users. Disable this option to hide a view from users.

Note:

Disabling this option for an OBJECT TAGS view hides the Assets view and disables the Maximo link in the iPad app.

Show on home page

 If enabled, shows this view in the list of available views on the Meridian Explorer home page. If disabled, this view will not be listed but it can still be selected from the views bar after opening the Documents view.

Caption

The name of the view as seen by users.

Group

The available view names are grouped together by this name on the Home page of the Meridian Explorer website. Type the same name in this option for each view that you want to show in the same group. To create a new group, see Arranging repository views.

Note:

The same group name can be used by multiple repositories to group all of the related views together. Conversely, to group all of the views for a specific repository together, use the same group name, preferably one that includes the repository name for easier identification.

View ID

The read-only internal name of the view.

Enable preview

Shows property page tabs in the detail pane of the repository view. Users may click these tabs to preview properties without having to open the detail page of an item.

Hide project copies

Shows only master items in the view. Project copies are hidden.

Display redlines (Documents only)

Shows redlines in the viewer pane that were synchronized from the source vault not those that have been added by Meridian Explorer users with comments.

Enable feedback comments

Enables the discussion comments and redline functionality. This option also enables iPad users to attach files or pictures to discussion comments.

For users to work with comments requires Meridian Explorer Standard or Plus level licenses (number begins with M--EXC or M--EXP) be registered in Accruent License Server.

For information about showing the discussion comments in Meridian Enterprise PowerUser, see Composing view URLs. For information about using discussions, see the Accruent Meridian Explorer User's Guide. For information about the permissions that are required to work with discussions, see Creating and editing permission levels.

Display hotspots (Documents only)

Shows hotspots in the viewer pane that were synchronized from the source vault.

Display Content(Documents only)

 The default document content shown in the viewer, either the renditions only or also the source documents and which should appear by default.

Allow draft printing(Documents only)

 Permits Meridian Explorer users to print draft hardcopies. For more information about draft printing, see the Accruent Meridian Explorer User's Guide.

Show documents(Projects only)

 Enables the Documents view in the views bar in Meridian Explorer so that users can see the related documents when viewing projects. The view is available regardless of the Enabled setting.

Show object tags (Projects only)

 Enables the Objects view in the views bar in Meridian Explorer so that users can see the related tags when viewing projects. The view is available regardless of the Enabled setting.

Filter

 Select an item filter from the list that will determine the items that are shown by this view. This is required for all views. For information about creating filters, see Creating and editing item filters.
  1. Repeat steps 3 to 4 for each of the other item types (Documents, Object Tags, or Projects) that you want to configure the view for. For each type, either configure the view options if the view will be available to users or disable the view so that it is not available to users.
  2. On the menu, click Options to configure settings that apply to all item types in this view.

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

View options
Option Description

Enable package functionality

Allows export packages to be created from this view and published to other systems.

Default view for repository '<RepositoryName>'

Makes this the default view for the specified repository. If this option is not set for any view, the first view in the list will be the default view. If this option is already enabled for a different view, it will be disabled.

Accessible by the Meridian Explorer app for mobile devices

Makes this view available to mobile device (iPad) users.

Note:
  • The default view of each mobile device user can be set in the Default View setting on the Settings page in the Meridian Explorer for iPad app.
  • Each mobile device user requires forms authentication be enabled for their account and will permanently claim a client license as described in About licensing. For information about enabling forms authentication for all users, specific groups, or specific user accounts, see Enabling forms authentication, Creating and editing groups, and Creating and editing user accounts, respectively.
  1. Click OK to save your changes. If you copied an existing view, views for the other tag types are also created the same as if you had created a new view group.

After you have created a view group, you can configure the individual views as described in Configuring repository views and set view security as described in Configuring view security.