After a repository has been created and synchronized with its source vaults, its configuration contains only the default information necessary for basic operation. To expand the repository's functionality and customize it for users' requirements, you must modify the configuration.
You cannot configure default sorting options or hide columns for users in Explorer. Files are sorted alphabetically according to the file name.
The configuration includes the following areas:
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Definitions of the tag types, properties, filters, references, and so on for both documents, tags, and projects. Configuring these definitions primarily controls what information is seen by users.
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Definitions of the grid columns, property navigation structures, advanced search, navigation views, and filters used for both documents and tags. Configuring these definitions primarily controls how information is found and seen by users.
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(Optional) customization of the feedback page functionality as described in Customize the Feedback Page Functionality.
For Meridian use, you must create at least one document or tag filter. If direct linking is in effect as described in Direct Linking Using Property Matching, a document filter must be created. If indirect linking is in effect as described in Indirect Linking Using Tag References, a tag filter must be created. If both linking types are in effect, both filter types must be created.
Meridian asset management can work with any Meridian Explorer document view. We recommend that you use an existing view to confirm that the related documents are shown correctly and then determine if either modifying the view definition or creating a new view dedicated for use with Meridian is necessary.
Creating filters and the URLs that use them are described in the following topics. For additional information about Meridian Explorer configuration, including view creation, see the Accruent Meridian Enterprise Server Administrator's Guide.
