Meridium APM Basics

295 Pages·2014·2.45 MB·English

Meridium APM Basics
V3.6.0.0.0

Meridium APM Basics
V3.6.0.0.0

Copyright © Meridium, Inc. 2014
All rights reserved. Printed in the U.S.A.

This software/documentation contains proprietary information of Meridium, Inc.; it is provided
under a license agreement containing restrictions on use and disclosure. All rights including
reproduction by photographic or electronic process and translation into other languages of this
material are fully reserved under copyright laws. Reproduction or use of this material in whole
or in part in any manner without written permission from Meridium, Inc. is strictly prohibited.

Meridium is a registered trademark of Meridium, Inc.

All trade names referenced are the service mark, trademark or registered trademark of the
respective manufacturer.

Table of Contents

USING THE MERIDIUM APM HELP SYSTEM _______________________ 1 
HOW IS THE HELP SYSTEM ORGANIZED? _______________________________ 1 
WHAT IS MERIDIUM APM? ___________________________________ 3 
OVERVIEW OF THE MERIDIUM APM WORK PROCESSES _____________ 5 
MERIDIUM APM BEST PRACTICE VS. A CUSTOM SOLUTION __________ 7 
A MODEL HOME: THE MERIDIUM APM BEST PRACTICE ______________________ 8 
A CUSTOM HOME: A CUSTOM SOLUTION _______________________________ 9 
APPLICATIONS __________________________________________ 11 
INTRODUCTION TO THE BASIC MERIDIUM APM SOFTWARE APPLICATIONS _________ 11 
ACCESSING MERIDIUM APM APPLICATIONS _____________________________ 12 
ACCESSING A MERIDIUM APM APPLICATION _________________________________ 12 
ACCESSING A MERIDIUM APM APPLICATION WHEN CONTENT VALIDATION IS ENABLED ___ 14 
ABOUT THE AUTOMATIC LOGIN FEATURE __________________________________ 15 
CHOOSING THE APPLICATION SERVER _____________________________________ 16 
SELECTING A DATA SOURCE ___________________________________________ 18 
LAUNCHING MERIDIUM APM FROM A URL __________________________________ 19 
CONFIGURATION MANAGER _______________________________________ 20 
INTRODUCTION TO THE CONFIGURATION MANAGER ___________________________ 20 
OVERVIEW OF THE MERIDIUM APM CONFIGURATION MANAGER MAIN WINDOW ________ 22 
USING THE CONFIGURATION MANAGER MENUS_______________________________ 24 
File Menu ______________________________________________________ 24 
Tools Menu _____________________________________________________ 25 
Security Menu __________________________________________________ 28 
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Help Menu _____________________________________________________ 28 
WORKING WITH THE ENTITY FAMILY/RELATIONSHIP FAMILY PANE _________________ 28 
About the Entity Family/Relationship Family Pane ____________________ 28 
Aspects of the Entity Family/ Relationship Family Pane _______________ 29 
Finding a Family in the Hierarchy __________________________________ 29 
Refreshing the Hierarchy _________________________________________ 30 
ABOUT THE FAMILY INFORMATION SECTION _________________________________ 31 
ABOUT THE PHYSICAL STORAGE SECTION __________________________________ 32 
ABOUT THE TASKS SECTION ___________________________________________ 32 
SCHEDULE MANAGER ___________________________________________ 34 
ABOUT THE MERIDIUM APM SCHEDULE MANAGER ____________________________ 34 
HOW SCHEDULED ITEMS ARE EXECUTED ___________________________________ 35 
CONFIGURING THE MERIDIUM APM SCHEDULING SERVICE _______________________ 37 
Determining How Often the Schedule Manager Checks for Scheduled Items 37 
Specifying How to Log Information about Execution of the Scheduling
Service ________________________________________________________ 38 
ASPECTS OF THE MERIDIUM APM SCHEDULE MANAGER - SCHEDULED ITEMS WINDOW ____ 39 
CREATING A NEW SCHEDULED ITEM ______________________________________ 40 
MODIFYING A SCHEDULED ITEM _________________________________________ 43 
DELETING A SCHEDULED ITEM __________________________________________ 45 
URL MANAGER ______________________________________________ 45 
OVERVIEW OF THE MERIDIUM APM URL MANAGER WINDOW _____________________ 45 
OVERVIEW OF THE MANAGE REGISTERED URLS TAB ___________________________ 46 
OVERVIEW OF THE ASSOCIATE FAMILIES WITH URLS TAB _______________________ 48 
EXITING THE MERIDIUM APM URL MANAGER _______________________________ 49 
REGISTERED URLS __________________________________________________ 49 
Properties of a Registered URL ____________________________________ 49 
Registering a New URL ___________________________________________ 50 
Modifying Registered URLs ________________________________________ 53 
Configuring Web Settings _________________________________________ 53 
Deleting Registered URLs _________________________________________ 55 
MERIDIUM APM FRAMEWORK _____________________________________ 55 
INTRODUCTION TO THE MERIDIUM APM FRAMEWORK __________________________ 55 
NAVIGATING THE MERIDIUM APM FRAMEWORK APPLICATION _____________________ 56 
The Basic Layout and Features of the Main Window ___________________ 56 
Main Menu _____________________________________________________ 58 
File Menu _______________________________________________________ 58 
Edit Menu _______________________________________________________ 59 
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Go To Menu _____________________________________________________ 60 
Tools Menu______________________________________________________ 63 
Help Menu ______________________________________________________ 65 
About the Site Map ______________________________________________ 65 
About Task Menus _______________________________________________ 68 
About the Workspace ____________________________________________ 69 
Options Available on the Meridium APM Framework Toolbar ____________ 70 
Pages that Include the Refresh Option ______________________________ 72 
Moving Panes to Different Locations on the Page _____________________ 73 
Exiting the Meridium APM Framework ______________________________ 74 
CHANGING YOUR PASSWORD ___________________________________________ 75 
OVERRIDING THE AUTO-LOGIN FEATURE ___________________________________ 76 
OVERRIDING THE DEFAULT LOGIN LOCATION ________________________________ 78 
HOME PAGE ______________________________________________________ 80 
Home Page Basics _______________________________________________ 80 
Overview of Home Pages _________________________________________ 80 
Types of Home Pages _____________________________________________ 81 
Home Page Sections ______________________________________________ 82 
Accessing Home Pages ____________________________________________ 84 
Configuring Home Pages __________________________________________ 85 
Managing Group Section Sharing ___________________________________ 85 
Group Home Page Administrators __________________________________ 87 
Using Home Pages _______________________________________________ 90 
Defining the Name for a Home Page _______________________________ 90 
Task Menus _____________________________________________________ 91 
Adding a Section to a Home Page __________________________________ 99 
Changing the Text and Background Color of a Section Header ________ 104 
Changing the Column Width of a Section __________________________ 106 
Reordering Sections _____________________________________________ 109 
Renaming Sections ______________________________________________ 110 
Hiding and Displaying Sections ___________________________________ 112 
Deleting Home Page Sections ____________________________________ 113 
Hyperlinks in Sections ___________________________________________ 114 
START PAGE _____________________________________________________ 128 
What is a Start Page? ___________________________________________ 128 
Setting Your Start Page __________________________________________ 129 
Accessing Your Start Page from Another Page _______________________ 129 
Resetting Your Start Page to the Home Page ________________________ 130 
CATALOG _______________________________________________________ 130 
Introduction to the Catalog ______________________________________ 130 
Accessing the Catalog ___________________________________________ 131 
Overview of the Catalog and Catalog Hierarchy _____________________ 132 
About the Shortcut Menu ________________________________________ 134 
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Catalog Folders ________________________________________________ 135 
Types of Folders Used in the Catalog ______________________________ 135 
Viewing and Modifying Folder Properties __________________________ 139 
Public Folder Permissions ________________________________________ 141 
Creating Folders in the Catalog ___________________________________ 149 
Moving Folders _________________________________________________ 150 
Copying Folders ________________________________________________ 150 
Renaming Folders _______________________________________________ 151 
Deleting Folders ________________________________________________ 151 
Catalog Items __________________________________________________ 152 
What Are Catalog Items? _________________________________________ 152 
About Saving Items to the Catalog ________________________________ 153 
Opening Catalog Items __________________________________________ 153 
Copying Items __________________________________________________ 154 
Moving Catalog Items ___________________________________________ 154 
Renaming Items ________________________________________________ 155 
Catalog Search Function _________________________________________ 155 
Item Properties _________________________________________________ 158 
Deleting Items from the Catalog __________________________________ 162 
Catalog URLs __________________________________________________ 163 
Specifying Catalog Folder Paths Within URLs _______________________ 163 
Using the URL Builder to Create a Link to a Catalog Item ____________ 165 
Catalog Search URL _____________________________________________ 166 
SEND TO... _____________________________________________________ 171 
About the Send To Feature ______________________________________ 171 
Sending a Link to a Home Page ___________________________________ 172 
Sending a Link to Someone Via Email ______________________________ 173 
Creating a Desktop Shortcut to a Page _____________________________ 174 
PRINTING _______________________________________________________ 176 
About Printing Information _______________________________________ 176 
Printing Information ____________________________________________ 177 
Print Preview Window ___________________________________________ 178 
About the Preview Window ______________________________________ 178 
Formatting the Print Style _______________________________________ 179 
Modifying the Header and Footer _________________________________ 180 
SPELL CHECK FEATURE ______________________________________________ 181 
About the Spell Check Feature ___________________________________ 181 
Replacing Your Typed Word With a Provided Alternative ______________ 182 
Replacing the Misspelled Word With a Word that You Provide _________ 183 
Ignoring a Misspelling ___________________________________________ 184 
Adding a Misspelled Word to the Dictionary _________________________ 184 
Changing the Language Setting ___________________________________ 185 
DEVICES ________________________________________________________ 186 
About Devices _________________________________________________ 186 
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Accessing the Devices Interface __________________________________ 187 
About the Select a Device and Properties Dialog Box _________________ 188 
Managing Devices ______________________________________________ 189 
Adding a New Device ____________________________________________ 189 
Editing an Existing Device _______________________________________ 190 
Configuring Device Properties on the Manage Device Window ________ 190 
Deleting a Device _______________________________________________ 193 
Device Mappings _______________________________________________ 193 
Accessing the Manage Device Mappings Window ____________________ 193 
Aspects of the Manage Device Mappings Window ___________________ 194 
Creating a New Device Mapping __________________________________ 195 
Editing an Existing Mapping ______________________________________ 196 
The Mapping Window ____________________________________________ 197 
Deleting a Mapping _____________________________________________ 201 
Sending and Receiving Data ______________________________________ 201 
Sending Data to a Device ________________________________________ 201 
Receiving Data from a Device ____________________________________ 202 
The Devices Page _______________________________________________ 203 
URLs _________________________________________________________ 208 
Parameters for the Devices URL __________________________________ 208 
Examples of the Devices URL _____________________________________ 212 
EVENT BUILDER ___________________________________________________ 212 
About the Event Builder _________________________________________ 212 
Using the Event Builder _________________________________________ 213 
Accessing the URL Builder _______________________________________ 217 
Creating a Link to the Event Builder ______________________________ 217 
Event Builder URLs ______________________________________________ 220 
GRIDS _________________________________________________________ 225 
Introduction to Grids ____________________________________________ 225 
Customizing the Grid Layout _____________________________________ 226 
About Customizing the Grid Layout _______________________________ 226 
Changing the Column Layout _____________________________________ 227 
Applying Grouping to Grids ______________________________________ 230 
Sorting Data in a Grid ___________________________________________ 236 
Resetting the Grid ______________________________________________ 237 
Applying Filters to Grids _________________________________________ 238 
Saving Grid Customizations ______________________________________ 251 
Refreshing Results Displayed in a Grid _____________________________ 254 
Adding Rows to a Grid ___________________________________________ 255 
DATA STRUCTURE _______________________________________ 257 
INTRODUCTION TO THE MERIDIUM APM DATA STRUCTURE _________________ 257 
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FAMILIES AND FIELDS _________________________________________ 257 
FAMILIES ________________________________________________________ 257 
What Is a Family? _______________________________________________ 257 
What Is the Family Hierarchy? ____________________________________ 258 
Entity Families and Relationship Families __________________________ 259 
About Families Delivered with Read-Only Properties _________________ 260 
About Families Managed by Product Modules ________________________ 261 
About Families with Authentication Required _______________________ 263 
FIELDS _________________________________________________________ 264 
What Are Fields? _______________________________________________ 264 
What Are System Fields? _________________________________________ 265 
RULES _________________________________________________________ 267 
DATA SPREADING __________________________________________________ 268 
What Is Data Spreading? _________________________________________ 268 
Examples of Data Spreading ______________________________________ 270 
RELATIONSHIP DEFINITIONS _____________________________________ 271 
WHAT ARE RELATIONSHIPS DEFINITIONS? _________________________________ 271 
ABOUT SUCCESSORS AND PREDECESSORS __________________________________ 272 
ABOUT CARDINALITY _______________________________________________ 273 
EXAMPLE OF A BASELINE RELATIONSHIP DEFINITION __________________________ 274 
ABOUT RELATIONSHIP DATA __________________________________________ 276 
ABOUT FAMILIES INVOLVED IN MULTIPLE RELATIONSHIPS _______________________ 276 
RECORDS AND DATASHEETS _____________________________________ 277 
RECORDS _______________________________________________________ 277 
What Is a Record? ______________________________________________ 277 
What Are Links? ________________________________________________ 278 
About Data Spreading and Physical Record Storage __________________ 279 
How Are Records Uniquely Identified? _____________________________ 280 
What is a Record ID? ____________________________________________ 280 
DATASHEETS _____________________________________________________ 282 
Overview of Datasheets _________________________________________ 282 
About Multiple Datasheets _______________________________________ 283 
About Field Rules in Datasheets __________________________________ 283 
PUTTING IT ALL TOGETHER: FAMILIES, RECORDS, AND FIELDS _______________ 284 

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