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

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Configuring the miscellaneous options

The miscellaneous publishing job options control various features that are common to more than one source or destination system.

To configure the miscellaneous system link options:

  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 where you can configure the source and destination systems.
  3. On the menu, click OPTIONS. The Options page appears.
  4. 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 systems.

Miscellaneous options
Option Description

Keep revision information

If cleared (default), only publishes the most recent released revision of documents. If enabled, publishes all revisions.

Note    By default, the Comment property of a Meridian Enterprise source document is not published to the destination vault.

Keep modification information

Sets the Modified, ModifiedBy, Created, and CreatedBy properties of the published document to the same values as the source document.

Keep workflow status

Keeps the source document workflow status if the source document is the latest revision. Otherwise, the status of the published document is set to Released unless it is overridden as described in Publishing and rendering options.

Keep managers

Keeps the source document workflow managers if the source document is the latest revision. Otherwise, the manager is not set for the published document.

Keep to-do persons

Keeps the source document to-do persons if the source document is the latest revision. Otherwise, the to-do person is not set for the published document.

Identify by Global ID if document path is not available

If the document in the destination vault can not be found based on its destination path, then the document will be retrieved using its GlobalID value, which is set to the ID of the source document.

Add comment when published

Adds a comment to the workflow log (Comments property) in both the source and destination vaults when the document is published.

Create thumbnail

Generates a thumbnail in the destination system when the document is published.

Note    Thumbnail generation of many formats (including .dwf,.docx,.xls,.xlsx,.xlt,.xltx,.pptx,.pdf) is not supported.

Watermark prior revision

Applies a watermark to the prior revision of the rendition (if one exists) when a new revision is created.

Note    This option assumes that renditions exist in the destination vault that were created by another publishing job. If the vault does not contain renditions of prior revisions, this option has no effect.

Feedback property

If specified, the name of the custom document property to which a textual result message from the publishing job can be set. This property can be used to show the document's current publication status in the Meridian Enterprise client applications. No error message is generated if the feedback property cannot be set. We recommend the BCRenditionPropertySet._RESULT property.

Note    This option is only available if the source system supports property updates.

To select the property:

  1. Click SELECT. The SELECT PROPERTY dialog box appears and lists all of the available properties.
  2. To filter the list to show only similar property names:

    1. Type the beginning of a property set name or a property name in the filter box. The search operator that will be used is Starts With.
    2. Click the search icon . The list refreshes to show the results of your filter.
    3. To reset the filter results, clear the filter box and click the icon again.
  3. Click the name of the property that you want to use and then click OK. The selected name appears as the option value.

To remove the current property:

  • Click CLEAR. The property name is removed.

Tip    The BCRenditionPropertySet._FORMAT property will contain the file extension of the rendition file.

Delete source document if publishing succeeded

If enabled, deletes source documents after they have been successfully published to the destination system. This can be useful when the Meridian Enterprise Server is used to archive documents into a central system or an archive vault. If disabled, the source documents are not deleted.
  1. Click Save to save your changes.

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