Meridian Enterprise Configuration Guide
This page gives a high-level overview of the contents and intended audience of the Meridian Enterprise Configuration Guide. The guide is available here in the Meridian Technical Library and as a PDF download. Click here to access the list of PDFs available for Meridian Enterprise 2021 R3.
We encourage you to use this website when you need to refer to the Meridian Enterprise documentation. We make regular updates to expand and improve our documentation. Click here to see the most recent updates to the Technical Library.
This guide describes the various areas of Meridian Enterprise Configurator and the tasks that each one performs. The Meridian Enterprise Configurator allows you to configure the vaults created with the Administrator utility. Configuration can be anything from adding database fields (properties) to defining a new property page, its layout, or which templates are allowed to be used. The major topics included in this guide are:
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High-level concepts employed by Meridian
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How to create each of the configurable object types in a vault
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How to configure the different workflow types
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How to create custom property pages, commands, views, and more
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How to set up vault security
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How to use VBScript to perform simple automation tasks
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How to configure the Meridian links to other applications
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How to successfully migrate existing data to a Meridian vault
This guide is intended for advanced Meridian users who are responsible for vault configuration and security. You should be familiar with:
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The Windows® operating system, including its use in a network environment
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All aspects of using Meridian from an end user's perspective
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How your organization uses and manages documents as it conducts business
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The practices and requirements of user groups who will use the system
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Basic document control methodologies such as revision control