About the Office link

The Meridian Enterprise application link for Microsoft Office supports automatic property value exchange between the Meridian Enterprise vault and Office document properties. When the link is installed, a BlueCielo toolbar is added to Word, Excel, Outlook, and PowerPoint versions 2003 and later for manually synchronizing and editing Meridian Enterprise properties.

The link also provides automatic linked file management regardless of where the files may reside in a vault, including Local Workspace. This means that Meridian Enterprise can maintain the referential integrity of file links as you import files into a vault, move them, create revisions, and even exchange files with other parties using briefcases. When you open a document in an Office application that has links to other files, the Office link finds the current location of the files in the vault and updates the locations of the files in the parent document. The link will even detect if the linked files have been renamed in the vault and will resolve them correctly in Office.

The Office link automatically creates and maintains Meridian Enterprise references between documents and their linked files. These links can be used to view documents that might be effected by changes to a parent document and for other uses.

Together with the basic integration provided by Application Integration, any file created or used by Office can be managed in a Meridian Enterprise vault. Conversely, Office commands that request a file can access Meridian Enterprise vaults for document selection.

Note    The functionality provided in Office by Application Integration is subject to the general limitations of Application Integration described in About Application Integration. For example, if the selected document in Office was opened from a work area, using Application Integration to select another document to insert in the open document is limited to the context (Main area or work area) from where the document was opened.

Features for storing Outlook email messages and attachments in a vault are also provided by the link.

Tip    The BlueCielo toolbar can be found on the Add-Ins tab of the ribbon in Office versions 2007 and later.

The following topics describe the features of the Office link.