Configuring synchronization options

When a publishing job runs, Publisher imports documents from a source vault according to settings that are configured for the publishing job. These settings specify how each document is to be synchronized, including:

• Which documents in the source vault are synchronized
• Which revisions of the documents are synchronized
• Where the document content will be retrieved from
• Whether deleted vault documents are deleted from the repository

To configure the repository synchronization options:

1. In Meridian Enterprise Server Configurator, in the BC Publisher group, click Jobs. The Publish Jobs page appears and lists the existing jobs.
2. On the ALL or EXPLORER SYNCHRONIZATION page, double-click the name of the job that you want to configure. The job's configuration option pages appear.
3. Click OPTIONS. The Options configuration page appears.
4. In the BC EXPLORER group, click options or type values using the descriptions in the following table.

Note    The Use options from Meridian document properties and Enable Meridian script events options determine how each Meridian Enterprise document will be synchronized to the Explorer repository. The effects of these options can be different for each document. Before processing a document, the corresponding properties of the Meridian Enterprise document (in the ExplorerSynchronization property set) are read. The Meridian Enterprise vault can optionally implement the VBScript method as described below. This method will be invoked before processing a document. It can be used to set the synchronization options. When the synchronization process does not find a valid value for one of the synchronization options, it will use the default values that are configured in the Synchronization Options group.

5. In the RENDITION group, click options or type values using the descriptions in the following table.

6. To configure the options in the NOTIFICATION group, see Configuring the notification options.
7. Click SAVE.

If you want to override the options that you have set with vault event scripting under certain circumstances:

1. Enabled the Use options from Meridian document properties option.
2. Open the vault's event script block in Meridian Enterprise Configurator.
3. Modify the functions as necessary to meet your requirements.

The following VBScript code is provided as examples that you can modify and use to meet your requirements.

' This function will set the 'ExplorerSynchronization' properties to
' enable synchronization for the document. 
' The values for 'revisionOption' 'deleteOption' and 'contentOption' 
' should be selected depending on the synchronization requirements. 
' They may also be different per document. 
' ' 
Sub SetExplorerSynchronizationOptions(revisionOption, deleteOption, _
                                      contentOption, modified) 

    ' Which revisions should be synchronized for this document... 
    '   0 = Synchronize all released revisions 
    '   1 = Synchronize the latest released revision 
    '   2 = Do Not synchronize this document 
    '   3 = Synchronize all revisions 
    '   4 = Synchronize the latest revision 
    Document.Property("ExplorerSynchronization.RevisionOption") = revisionOption 

    ' When should this document be deleted... 
    '   0 = Delete the document from the Explorer Repository when it no
    '       longer exists in the Meridian Vault. 
    '   1 = Do not delete the document from the Explorer Repository. 
    '   2 = Purge the document from Meridian after synchronizing it to
    '       the Explorer Repository.     
    Document.Property("ExplorerSynchronization.DeleteOption") = deleteOption 
    
    ' Where should the Explorer Repository keep content for this document... 
    '   0 = Copy the content to the Explorer Repository. 
    '   1 = Do not copy the content to explorer. Explorer will use the
    '       Meridian streams when the content is required.     
    '   2 = Copy only the rendition to the Explorer Repository. 
    '   4 = Do not copy the content to explorer. Explorer will use the
    '       Meridian streams when the rendition is required.     
    '   Using option 2 or 4 the native content of the documents will not
    '   be available in explorer. 
    Document.Property("ExplorerSynchronization.ContentOption") = contentOption 
    
    ' Set the 'Modified' property to indicate that this document should be
    ' synchronized to the Explorer Repository 
    Document.Property("ExplorerSynchronization.Modified") = modified 
    
    ' Reset the feedback properties. These will recieve a new value during
    ' the synchronization process. 
    Document.Property("ExplorerSynchronization.Failed") = False     
    'Document.Property("ExplorerSynchronization.LastSynchronized") = Null 
End Sub 

Sub Synchronize2Explorer_AllReleasedRevisions() 
        Call SetExplorerSynchronizationOptions(0, 0, 0, True) 
End Sub 

Sub Synchronize2Explorer_LastedReleasedRevision() 
        Call SetExplorerSynchronizationOptions(1, 0, 0, True) 
End Sub 

' Call this Sub from the DocWorkflowEvent_TerminateChangeWFState event to
' synchronize documents as they are changed 
Sub MarkAsModified() 
        Document.Property("ExplorerSynchronization.Modified") = True 
End Sub