What's New in the 2022.3 Release

Aspose is now used as the default rendering engine for Microsoft Office files. This enhancement is enabled by the 2022_2_CPF_Aspose release toggle.

If you have licensed the 2022 version of Meridian Enterprise, you can create a Meridian Cloud rendering profile. This enhancement allows Meridian Enterprise customers to make use of the elasticity of the Meridian Cloud Publisher.

To use this rendering module:

• the CloudPublisherSubscription feature toggle must be enabled,

• you must have a Meridian Cloud tenancy, and

• you must have a subscription to Meridian Cloud Publisher

Learn how to set up the Meridian Cloud Rendering Module.

The maximum size of the workflow log is now set to 2 GB. If the workflow log exceeds the maximum size, lines are removed from the start of the log until the log is smaller than 2 GB.

If you need to see the full workflow log after it has been truncated, submit a request to Accruent Support.

As of the Meridian Enterprise 2022 release, if you have a publishing job configured for a Meridian Cloud rendering profile in Meridian Enterprise, you can configure your publishing job to generate a thumbnail when you update a rendition. When you generate a rendition of the document, Meridian Cloud will generate the thumbnail as a .jpeg file.

We have added two new feature toggles related to the Cloud Explorer and legacy Explorer:

• UseNewExplorerAsDefault – Sets the Cloud Explorer as the default Explorer client. This feature toggle also controls which Explorer URL is used by the Hamburger menu in the upper-left corner of the screen.

  You must enable the 2019_Q3_IntroToNewExplorer feature toggle before you can enable this feature toggle.

• HideClassicExplorer – Hides the legacy / classic Explorer. Only the Cloud Explorer is available.

  You must enable the 2019_Q3_IntroToNewExplorer and UseNewExplorerAsDefault feature toggles before you can enable this feature toggle.

Additionally, if you are a Tenant Administrator, you can now access the Portal account settings and the Administration Console from the Meridian Cloud landing page. This functionality is enabled by the 2022_3_AdminLinkOnCloudLanding release toggle.

You can now configure separate Approval and Review Reasons to use in workflows in PowerWeb. Review reasons are used when the document is submitted for approval from the Review status. Approval reasons are used when:

• When the document is in Review status and then approved, skipping the Submit for Approval step

• When the document is in Approve status and then approved

• When the document is in Under Change status and then issued

This functionality is enabled by the 2022_3_Review_Reasons release toggle.

The following commands are now grayed out for users with the Contributor, Contractor, Approver, Reviewer, or Viewer role if Workflow Lockdown is enabled:

• Issue New File Name

• Rename

• Modify Revision Number

Learn more about Project Scope Roles.

Users with only the Contractor role no longer have access to PowerWeb and Explorer by default.

Users who need access to Explorer should be assigned one of the Master roles and users who need access to PowerWeb users should be assigned the Contributor or Document Controller role.

As a part of our continuous dedication to the security and reliability of Meridian Cloud, we are changing the host we use for FTP access. As part of this change, you will need to update the Host URL in your FTP Connection Options. Learn how to configure your FTP Connection Options.

The Go Live date for this change is November 16th, 2022. Until that date, both the old and new URLs can be used for FTP access.

Questions? Contact your Accruent Support representative.

Previously, documents created in PowerWeb and then sent to Portal had two different document numbers which were not synchronized. This meant that two columns were required to display document numbers, and there was an increased chance for errors.

Now, you can configure Portal to use the Document Number created in PowerWeb if the format matches the current sequence definition in your settings. To avoid negative impacts to your current process, please contact your Accruent representative to enable this feature.

This feature is enabled by the UseMasterDocNrFromMeridian feature toggle.

A new Upload tab has been added to the Document Settings section. This tab is where you will find settings to configure how the system processes uploaded files. These settings can be configured per project type.

On this tab there is a new Rendition Generation setting. When enabled, uploaded files are treated as source files. The source is sent to the Cloud Publisher to generate a rendition file for every supported file type.

When disabled, no renditions are generated and PDFs are uploaded as renditions.

This feature is enabled by the 2022_3_Generate_Rendition_Per_ProjectType release toggle.

In Manage User Accounts, Tenant Administrators can now select a user and navigate to the Expertise tab to view, enable, or disable areas of expertise for a user.

You can also access the identities associated with a user by selecting Identities from the Actions menu.

This feature is enabled by the 2022_3_Tenant_User_Details_Tabs release toggle.

On the Expertise page, Tenant Administrators can now view, add, or remove users assigned to each area of expertise. Tenant Administrators can perform these actions, as well as create, edit, delete, export, or import areas of expertise applicable to any project type. These areas of expertise will appear on the Project Team page (formally named the Members page), described below.

This feature is enabled by the 2022_3_Tenant_Expertise_Assignment release toggle.

You can now view previous versions of a document from the History tab of the Document Details. When you are viewing an old version of a document, a warning appears at the top of the screen. This warning informs you that you are viewing an old version of the document, and provides a link to view the current version.

Additionally, you can now compare versions of a document directly from the History tab.

We changed the name of the Members page to Project Team. From this page you can edit a project name as well as view and edit areas of expertise.

Both the Project Details and Project Team pages now show Project Type information in the Project Details properties.

This feature is enabled by the 2022_3_Project_Team release toggle, which also disables the Project Settings page.

On the Project Team page, you can view the areas of expertise associated with users and groups on the project. If a new user or group is added to the project, the areas of expertise for that user or group are added to this page.

The following areas of the application now respect the date format you selected on the My Profile page:

• the Dashboard

• Exports and Imports

Previously, when a user with the Reviewer role had completed their review of a package, the package would still appear in their My Tasks list until the Lead Reviewer had completed their review. Now, once the Reviewer has completed their review, the package no longer appears in their My Tasks list.

This functionality is enabled by the 2022_3_Show_Task_List release toggle.

On the Packages page, the Group column has been replaced with a Recipient column. The Recipient column will display the user who needs the documents in the package.

This functionality is enabled by the 2022_3_Packages_Table_View release toggle.

Portal now sends notifications to the review team when the lead reviewer has completed the review package. If users do not want to receive these messages, they can disable them in the Email Notifications section of their profile settings.

You can now use the Find Documents dialog to search a collection. We've also updated the options in the dialog so you can choose between searching the entire vault, a specific folder, or a collection.

If you have the Asset Linker or Asset Manager roles, from the Tags page, you can open the Related Assets in Cloud Explorer to link or unlink documents to assets.

This feature is enabled by the Phase Out Assets release toggle.

We changed the name of the Delivery State document property to Project Phase and made other updates to this property.

With the new Project Phase document property, you can configure values from a lookup list to categorize documents according to their delivery phase.

You can view documents according to this property using the Deliverables View navigation view. It is not possible to use this property for Document Number Syntax.

This feature is enabled by the 2022_3_Project_Phase release toggle.

In the scenario where a PDF with bookmarks is imported and a print stamp is associated with the assigned document type, the rendition of the PDF now contains the bookmarks as expected.

The tabs in the Document Properties pane for a document now use Accruent standard icons. This change helps give a more unified look and feel to the Meridian Cloud product suite.