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Cyco Software PowerUser
Tip
Publish
Saved Searches for Read Only Web Client Users
If your EDM system doesn't support web
browser access, you're neglecting an entire class of potential users and
limiting your system's value within your organization. The safest way to do so in
today's security conscious IT environment (and the most affordable, too) is with
Cyco AutoManager's (Meridian or TeamWork) Read Only Web Client licenses. These
licenses limit the scope of documents users may access, prevent creation of
uncontrolled copies, and prevent database and document updates. The licenses are
intended as a publishing mechanism only, to share documents for viewing and draft
printing by remote sites, vendors, contractors, field personnel, and others who need
access to specific sets of documents but do not need to update documents.
Cyco AutoManager's Web Access works
similar with the Read Only Web Client as it does with the regular, full-featured web
client with the following limitations:
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Users may only access the results of
saved searches (collections).
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Downloading of documents (GET) is not
supported.
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Documents may not be edited.
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Document properties may not be edited.
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Document property pages are not displayed
but property columns are configurable.
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Searching outside of the published
collection is not supported.
The keys to configuring Cyco AutoManager
are configuring the searches you wish to publish and creating links to those
searches. The remainder of this tip will show you how.
Building Powerful Searches
Since the Read Only Web Client users will
not be able to search outside of the collections you publish, those collections need
to be as powerful and flexible as possible. In order to be available for web users,
the collection must be defined as a public dynamic collection. Begin by executing
Find from the PowerUser or TeamWork client to isolate the drawings of interest to your Read Only Web Client users. Then
save that search as a dynamic collection and enable the Available for all users
option. You can create as many collections as needed to serve the needs of various user groups.

Saving a public dynamic
search in Cyco AutoManager Meridian
After the collection has been created, edit its Custom Find options.

Configuring web
access parameters in PowerUser
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Enable the Make this Query available to Web users option. Otherwise,
the
link you create to this collection below will not work.
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You can give the page that web users see first (the Start Page) a different
caption than the collection name if you desire. If so, enter it in the Start Page
caption box.
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Normally, collections are sorted on the Name property. But you may choose
to sort on a different property by choosing it from the Sort search result on
dropdown list.
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The Enable Quick Search option will add a Quick Search box to the
Start Page.
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The Show Property Filters in the Start Page option will display the
criteria that you used to define the collection on the Start Page. This can help
users to understand what the collection represents.
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The Allow user to edit the Condition and Value option allows users to
modify the collection's criteria to display different sets of documents. This makes the
published collection "self service" and can eliminate the need to create many
collections, each one with a different variation of the same search criteria.
The figure below shows the components of the Start Page added by each of
the Custom Find options. Without these options, only a Name search box will
appear on the Start Page.

The resulting Start
Page when opened with the Read Only Web Client and custom options.
Test your searches thoroughly before linking to them using the instructions
below.
Linking to Searches
With your searches set up correctly, you may now create links to them for
your users. These links can be hyperlinks you insert onto a Internet or intranet web
page, Windows desktop or Start menu shortcuts, or any other type of hyperlink where
a web page URL is used. Editing web pages and creating shortcuts is beyond the scope
of this tip, so refer to documentation elsewhere for help on those tasks.
Each link uses a URL with the following general form:
http://server/Meridian/startpage&vault=vault&query=collection
Replace the words in bold in the example above with parameters relevant to
your system. Replace server with your Meridian or TeamWork server name.
Replace vault with your vault name. And replace collection with the
saved search name (not the Start Page caption) you created above. If your search
name contains spaces, insert the text %20 for each space. For example, "Meridian Web
Search" becomes "Meridian%20Web%20Search".
Create separate hyperlinks for each collection. Depending on the Cyco
AutoManager product you have and its version, you may need to replace the word
Meridian above with TeamWork, Meridian 2003, etc. The correct term can be found
be viewing the URL property of the Web Access shortcut created in the Meridian or
TeamWork program group on the Start menu wherever the web client is installed.
Searching and Viewing Published Documents
You should now be able to execute your hyperlinks if they are properly
created. Depending on the web server authentication configuration, you may be
prompted to log in to the website. The first page you will see is the Start Page you
configured earlier and shown above.
Using the Start Page in the figure above as an example, you may perform
either a Name search or a Quick Search. The Name box accepts literal document
names and the wildcard characters * and ? Leaving the Name box empty will
find all documents that satisfy the property filters. If you use the Name
search option and the Show Property Filters in the Start Page and Allow user to edit the Condition and Value
options have been enabled, the complete search criteria will be the combination
(logical AND operator) of the value entered in the Name box and the
criteria you enter in the Condition and Value boxes. To add more
properties to the Property list on the Start Page, add them to the
collection's Property Filters. If you simply use the Quick Search option, Web
Access searches all text properties for the condition and value you submit. After
clicking the Find Now button, Internet Explorer will display all of the
documents that met your criteria.

Documents displayed by
the Read-Only Web Client.
The user may now perform a limited number of actions:
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Click on a document to view and print the latest revision in the Cyco
AutoManager viewer.
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Click Find to execute a new search. This simply redisplays the Start
Page so they can start over.
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Modify their personal preferences: Enable Advanced NetViewer Functionality,
set the local time zone, and number of documents per page (max. 30).
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Log off. Clicking Log Off will release the
Read Only Web Client license immediately whereas exiting the browser may take up to
15 minutes to release the license.
As you can see,
configuring
Cyco AutoManager for
the Read Only Web Client is not difficult and does not require using the
Configurator utility or administrator permissions. The only
Cyco AutoManager permissions required are the Shared
Dynamic Collection permissions Create and Edit. Combined with the affordable
license cost, the Read Only Web Client is a flexible, secure, and powerful way of
publishing documents for use by others.
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