When you upload files to Meridian Portal, the system scans them for technical compliance and searches for previously uploaded matching documents. Uploading files is a multi-step process:
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You upload the files and Meridian Portal scans them. The files are not stored in Meridian Portal right away.
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You confirm the dependencies and matching documents that Meridian Portal found are what you expect. You can also add more files or remove some files.
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You commit (save) the files in the list to Meridian Portal.
Requirements
You need to be assigned to the Project Owner, Document Controller, Contractor, or Contributor role to perform this task.
Notes about functionality
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For security reasons, you may not upload certain types of files, particularly those that are executable (for example, .exe, .vbs, .ps1). The list of file types that may not be uploaded is similar to that of Microsoft SharePoint and may found at Types of files that cannot be added to a list or library.
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You may upload a maximum of 3 GB (compressed) or 1000 files per upload session, whichever comes first. A document can contain multiple files (such as a source file and rendition file). If you attempt to exceed these limits, the entire upload session will not be processed.
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Files will be scanned for viruses and infected files are discarded from the upload session.
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If a user has the Contractor role as a user and is part of a group with the Contributor role on a project, you may see a scenario where the user is unable to upload documents in Portal. This issue occurs because the two roles have conflicting user permissions.
To resolve this issue, remove the user from the Contributor group.
Procedures
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Open the project where you want to upload documents as described in Open Projects.
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In the toolbar, click Upload.
The Upload page appears.
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If you are a contractor and you belong to more than one group, select the group you want to upload for from the Group field.
This field appears on the right side of the page.
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Choose between two options:
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Drag files from your desktop or from Windows Explorer and drop them onto the drop box at the top of the page.
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Click Browse and use the file browser dialog box to find and select the files that you want to upload.
A progress dial shows the progress as the files are uploaded, checked, and scanned for dependent files.
When the scanning is complete, the filenames appear in the list together with the other information about the files described in the following table.
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To add more files, repeat step 4.
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To remove files, choose between two options:
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To remove individual files, click the Delete icon
in the row of the file that you want to remove. -
To remove multiple files from the list in one step:
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Select all the files that you want to remove and then in the list header, click the Delete icon
.A dialog box opens, asking you to confirm your choice.
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Click OK.
The selected files are deleted from the file list.
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If no matching document was found for a file, to verify the match, or to match a different file:
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Click the Match icon
.The Target Document dialog box appears. The Matched Documents list shows any documents in the project that were matched automatically by filename.
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To find other matching documents, type at least 3 characters (case insensitive) in the search text field.
You may match any documents for which you have access, that are in the Draft, For Routing, or Released states, and are not already matched to other documents. The Matched Documents list updates dynamically with any documents that meet these criteria:
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Contains the text in the Title or Item ID properties.
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Exactly matches the filename without the extension.
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Select an option from Commit as to specify how you want the files to be imported if not by the default, which is set according to the status of the matching document.
The document properties of the new documents will contain the default values for the selected document type.
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Click Finish.
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Choose between two options:
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To commit all of the files to the project, in the toolbar, click Commit All.
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To commit only some of the files, select the files that you want to keep and then in the toolbar, click Commit Selected.
The committed files are imported.
New documents are created with the name DOC-<nnnn> where <nnnn> is a unique sequential number. If a matching document was found in the project, its version major number is incremented by 1 and the minor version number is set to 1. The source or rendition file is updated with the uploaded file accordingly. The document controller is notified by email.
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| Column | Description |
|---|---|
| Rendition | The name of the file if it is a rendition file. |
| Source | The name of the file if it is a source file. |
| Dependencies |
If the uploaded file has references to documents that are already in the project, they are listed here. If any are missing, the quantity is shown in orange text. Expand the text to show a list of the missing file names. Add the missing files to the upload to fix the dependencies. |
| Compliance |
A green icon indicates that the uploaded file has passed the technical compliance checks listed in Approving or rejecting documents. An orange icon indicates that the uploaded file has failed one or more of the checks. Click the icon to see the details. Missing dependencies can be added to the upload make files compliant. The results of these compliance checks are also available on the document detail pages and for comparison as described in Comparing document metadata revisions. |
| Document Type | Select a document type from the list to assign to the file. |
| Commit As |
How the uploaded document will be committed to the project. The default depends on the current status but you may select a different option:
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| Match To | The quantity of documents automatically matched to the uploaded file or the name of the document manually matched to the file. |
