Synchronizing properties

SolidWorks property data can be synchronized between a file and its property pages in the vault. This is useful for several purposes:

• Filling in some or all of a title block
• Adding data to the Meridian properties when text is typed in empty properties
• Keeping the title block and its Meridian properties properly synchronized when changes to either are made

Synchronization occurs automatically when a file is opened in SolidWorks. This synchronization is from Meridian to the file. This ensures that any changes made to Meridian properties are reflected in the file’s properties. Synchronization also occurs automatically when a file is saved in SolidWorks. This synchronization is from the file to Meridian. This ensures that any changes made to the file properties are reflected in the Meridian properties.

In addition, synchronization can occur when significant events happen in the life cycle of a file:

Meridian properties can be updated from file properties when:

• Files are imported into a vault
• Files are uploaded with Web Access

File properties can be updated when files are:

• Created new from a template or by using the Meridian Copy, Derive, or Replace commands
• Routed to a different state in a document workflow
• Assigned to a work area that is routed to a different workflow state
• Released from a work area
• Checked out with Web Access

The events upon which synchronization occurs automatically are configured by a system administrator.

Synchronization can also occur as necessary, for example, when the file’s title has changed, by executing Meridian commands.

To manually update a file’s Meridian property pages:

• On the BlueCielo menu in SolidWorks, select Update Vault.

Or

• On the Document menu in Meridian, select Synchronize Properties From File.

To manually update a file’s properties from its Meridian property pages, such as when the file’s revision number has changed:

• On the BlueCielo menu in SolidWorks, select Update Drawing.

Or

• On the Document menu in Meridian, select Synchronize Properties to File.

Note    A system administrator may configure some Meridian properties as read-only or write-only so that data exchange only occurs in one direction. For example, the revision number in a file may only be able to be updated from Meridian, but not to Meridian.