Configuring the mappings

The job mappings specify to which items in the destination system items from the source system are imported. To combine the values of multiple source properties into one destination property value, simple expressions can be specified.

Notes

• The job mappings must be updated manually if the configuration of the source items changes.
• By default, document types and reference types are automatically synchronized between Meridian Enterprise and Meridian Explorer.

To configure job mappings:

1. In the Enterprise Server Configurator, double-click the job for which you want to configure the mappings. The job's configuration pages appear.

2. Click PROPERTY MAPPING. A list of the current mappings appears, grouped by property set if the items are properties.

   • If no mappings appear, they have not yet been defined, for a file system destination, for example. You must define them:
     1. Click EDIT TARGET PROPERTIES. The EDIT TARGET PROPERTIES dialog box appears.
     2. Click CREATE FROM SOURCE. A destination property definition is created for each source system property and is added to the list.
     3. Click OK. The new mappings appear on the page.

   The icons and columns are described in the following table:

• To filter the list of items for easier selection:
  1. Type the beginning of a destination item name in the search box and click the arrow icon . The list is filtered on the text that you typed. By default, the filter is applied to the item display name. To filter on the item internal name instead, click the arrow next to Destination display name and then click Destination name.
  2. To remove the item name filter, remove the text that you typed and click the arrow icon . The full list of items is shown.
• To exclude an item from publishing:
  • Select the item name and then click Exclude. The icon changes to indicate the items' new status.
• To include an item in publishing:
  • Select the item name and then click Include. The icon changes to indicate the item's new status.
3. To change the mapping of an item, double-click the item name. The item expands to show its mapping options.
4. Click options or type values for each column using the descriptions in the following table.

5. Click Update to save your changes to the item mapping.
6. To assign an expression to an item mapping:
   1. Select the item name that you want to assign the expression to and then in the toolbar, click Edit Expression. The EXPRESSION dialog box appears and lists the available properties in the source system.

   2. In the Expression pane, type an expression to evaluate. The expression may use any .NET compliant methods (except Parse) and operators in the C# language syntax. The result of the expression will be the property value in the destination system. Click items in the Source Metadata pane to insert them into the expression. The result of the expression must be compatible with the data type of the destination property. If necessary, you can convert data types, for example, using the ToString method.

      Following are examples of text and date expressions:

      {Title 1} + " " + {Title 2} + " " + {Title 3}
      {PropertyName}.SubString(0, 1)
      {NonStringProperty}.ToString() + " days"
      {ProjectEndDate}.AddDays(-30)
      

   3. To validate the expression, click CHECK. Errors in the expression appear in the Errors pane. Correct all errors until the Errors pane is empty.
   4. When you are finished editing the expression, click SAVE. The expression appears in the EXPRESSION column.
7. Repeat steps 3 through 6 for each mapping that you want to change.
8. When you are finished configuring mappings, click SAVE.