BlueCielo Meridian Enterprise Server 2013 Administrator's Guide | BlueCielo ECM Solutions

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Configuring a publishing job

A publishing job is created as described in Creating a publishing job. This type of job defines the options for publishing documents and, optionally, renditions.

To configure a publishing job:

  1. In Meridian Enterprise Server Configurator, in the Data Exchange group, click Jobs. The All Jobs page appears and lists the existing publishing jobs. The jobs are grouped by the name of the computer (cluster node) to which they have been assigned.
  2. Double-click the publishing job that you want to configure. The Overview page appears.
  3. Click options or type values using the descriptions in the following table.

Note    Some of the options in the following table are only available for specific source or destination system types.

Publishing job basic options
Option Description

Synchronization

The read-only type of the publishing job.

Name/Code

The read-only, internal identifier used by Publisher to refer to the job regardless of the value of Display Name.

Display Name

Type a descriptive name as you want it to appear in Configurator and elsewhere.

Source systems

The sources of the documents to publish.

Note    The type of the systems are shown in italic text. The display names of the systems are shown in bold text. These are shown for users to select a specific destination from when the user publishes documents with a job that has multiple destination systems configured. The connection names of the systems are shown in normal text.

To change the sources:

  1. Click EDIT. The SOURCE SYSTEMS dialog box appears and lists the current source systems.
  2. To add another source system:

    1. Type a computer name in the text box or select a server from the list.
    2. Click the connect icon or the browse icon , depending on the configured source type. The systems that are available on the specified server appear in the list. For file systems, the BROWSE dialog box appears.
    3. Select the systems that you want. For a file system, navigate to the parent of the folder that you want to select, select the child folder, and then click OK. The path of the selected folder appears in the dialog box.
  3. To remove a system:
  • Clear the checkbox next to its name.
  1. Click OK.

To change the display names of the systems to be more user-friendly:

  1. Click DISPLAY NAME. The EDIT DISPLAY NAME dialog box appears. The name is limited to 50 characters.
  2. Edit the text in the DISPLAY NAME column and then click Change. The names are updated.

To check whether the systems that are listed are online and available:

  • Click CHECK AVAILABILITY. Publisher connects to each system, confirms its availability, and shows the results.

Properties file

A Microsoft Excel (2003 or higher) file that contains document metadata to publish to the destination system. Available only for file system sources.

The format of the metadata must be:

  • In the first worksheet in the workbook.
  • Column A of row 2 and higher must contain the paths of the documents to publish. The paths must be relative to the source folder.
  • Column B and higher of row 1 must be named PropertyName1, PropertyName2, and so on to the last column of metadata properties.

This option has specific system requirements that are not configured during installation and must be performed manually:

  • Microsoft Office (2003 or higher) must be installed on the computer (cluster node) where the job will run.
  • The following path must exist on the Meridian Enterprise Server computer (primary node). Grant Write permission to it for the account that runs the publishing job:

    C:\Windows\System32\config\systemprofile\Desktop

To select the file, click BROWSE.

Destination systems

The destination of the documents to publish.

To change the destination, perform steps similar to the Source systems option.

Computer

If a cluster is configured as described in Configuring a Meridian Enterprise Server cluster, select the node on which this job will be run.

Use database for metadata storage

By default, document metadata is published to an XML file named <DateTimeStamp>_<JobName>.xml (for example, 2013-10-04_07-30-35_BA5586.xml) and located in the destination folder. All of the properties mapped as described in Configuring the mappings are output to the file.

Enabling this option stores the document metadata in a database instead of in a file on disk. The database connection parameters are specified in the following options. Available only for file system destinations.

Connection string

A valid connection string to connect to a SQL Server or Oracle database where the metadata should be stored.

User name

A user account name with rights to connect to the database specified in Connection string.

Password

The password for the account specified in User name.

To test the current connection credentials:

  • Click TEST CONNECTION.

Table

The name of the table where to store the metadata. The column names and data types in this table must match the property names and data types that are mapped as described in Configuring the mappings.

Path column

The name of the column that will contain the document paths. The column must be the String data type.
  1. Click SAVE.
  2. Configure the applicable options as described in the remaining topics in this chapter.

Related concepts

About publishing jobs

About publishing job scheduling

Related tasks

Viewing the publishing jobs

Creating a publishing job

Running a publishing job

Canceling a publishing job

Exporting publishing jobs

Importing publishing jobs

Disabling and enabling a publishing job

Copying a publishing job

Deleting a publishing job

Scheduling a single publishing job

Scheduling a batch of publishing jobs

Related information

Security privilege descriptions


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