Configuring a site cache connection

A site cache is a temporary storage location for frequently used documents. The site cache is located on a web server that is geographically closer to you than the Meridian Enterprise server where the documents come from. This improves performance when you work with the documents that are cached in the site cache. In certain cases, you must configure the connection parameters for the site cache before you can use it.

Meridian site caches support several types of user identities:

• User account logged on to Meridian Power. This is the default and you do not need to configure your account credentials.
• Foreign user account credentials provided to you by the vault owner.
• OpenId single sign-on account credentials

Normally, you work in Meridian Enterprise under your own account – the account with which you logged on to Windows and your organization’s security domain. There might be circumstances in which you need to work in Meridian using a different account, such as an account provided to you by the vault’s owner, which can be a different organization with a separate security domain.

An example of such a circumstance is if you are contractor working for another organization. You log on to your own network and use Meridian Power but you need to access the other organization’s vault with different account credentials that they provided to you. Meridian allows you to enter a different account name and password to connect to the vault while remaining logged on to your own Windows account and local security domain.

You must configure the connection parameters for the site cache if you will connect using:

• Foreign account credentials as described above
• OpenId account credentials that are also used for single sign-on to your Meridian Portal tenancy
• A proxy server with any account credentials

Before you begin    These tasks require that BlueCielo Application Integration is installed on your PC.

To configure a site cache connection:

1. Log on with Meridian Power normally as described in Logging on.
2. Set the Site Cache URL option for your local workspace to the URL of the vault owner’s site cache server as described in Configuring local workspace.
3. Right-click the BlueCielo Site Cache Log icon in the system tray and click View Log. The BlueCielo Site Cache Log dialog box appears.
4. Click the down arrow next to the Connect toolbar button and then click Connection Settings from the shortcut menu that appears. The Connection Settings dialog box appears.
5. Click options or type values using the descriptions in the following table.
6. Click OK. You are connected to the site cache.

Site cache connection options

Option	Description
Use external authentication	Enable this option if your connection to the site cache server will be authenticated by the same OpenId authorization service that is used by your Meridian Portal tenancy.
Tenant Name	The name of your organization’s Meridian Portal tenancy. The OpenId authentication provider information will be retrieved from Meridian Portal and used by the local workspace client to connect to the site cache server.
User Name	Type the user name that was provided to you by the foreign vault’s owner.
Password	Type the password that was provided to you by the foreign vault’s owner.
Use workspace	When enabled, places temporary copies of documents in your normal local workspace just as if you were working in a vault in your own domain. When disabled, places temporary copies of documents in a separate local workspace folder with the name of the account specified for User Name.
Proxy Settings group
Proxy address	Type the URL of the proxy server through which to connect to the site cache server.
Proxy user name	Type the name of a user account that is authorized to connect to the proxy server.
Proxy user password	Type the password of the account specified for Proxy user name.
Save credentials	If enabled, the connection credentials are stored encrypted in the registry of the PC and are reused to connect the next browser session.

To resume working in a vault in your own network with your own account:

1. Repeat step 2 above and reset the Site Cache URL option for your local workspace to the URL of your organization’s site cache server.
2. Repeat step 4 above and but click Connect as current user and enter your normal credentials.