Configuring project file synchronization

The AutoCAD P&ID link automatically creates copies of AutoCAD P&ID project files in the local workspace (or shared workspace) by default. It does this for any files that are referenced by the main AutoCAD P&ID project file. However, there can be other project files (.pspx, .pspc, for example) that are necessary for the correct functioning of AutoCAD P&ID that are not referenced by the main project file. For the link to also copy these files, you must configure the link with search rules to find the files and with a custom reference type for the link to relate the files to the project. Because the file structure of each project can be different, you must specify the search rules for each project separately.

To configure project file synchronization:

  1. In the project folder in the vault, create a plain text file. The filename can be anything but we recommend that you give it a descriptive name (for example, MeridianLinkSearchRules.txt) so that users can recognize it and not accidentally delete it.
  2. On the first line of the file, create the section heading [Definitions].
  3. Starting on the second line, specify at least one line of search rules with the keywords described in the following table. You might need to create multiple lines of rules to specify multiple folders that are not in the same branch or multiple document types to search.

    Following is an example that uses all of the keywords:

    Folder="Spec_Sheets" Base="Project" Mask="*.pspx;*.pspc" Recursive="1"
  4. Open the project in AutoCAD P&ID.
  5. On the BlueCielo P&ID menu, click Attach Custom. The Open File dialog box appears.
  6. Navigate to and select the search rule file that you created. The AutoCAD P&ID link creates a reference from the project file to the search rule file with the type AcadPnID Custom Part. It then uses the rules in the file to find the other files to be copied. It then creates references from the search rule file to the found files with the same type.

    If the search rule file is not locked, the link creates a [Log] section at the end of the file and a list of all of the files that were found and linked to the search rule file.

    When a user runs the Prepare for open command as described in the BlueCielo Meridian Enterprise User's Guide, the project file and all of the linked files are copied to the local workspace (or shared workspace).

Search rule keywords
Keyword Description

Folder

Path to the folder that contains the project files that you want the link to find and copy. If this rule is omitted, the whole vault will be searched, which can be a very lengthy process.

Base

The type of path specified for Folder:

  • Root – Absolute path (default)
  • Project – Relative path from the folder that contains the main project file (<ProjectName>.xml)
  • This – Relative path from the folder that contains the search rule file

Mask

One or more semicolon-delimited filename wildcard patterns. The default is *.*.

Recursive

If enabled (1), searches in sub-folders. The default is disabled (0).

Type

The internal name of the document type to search. If this rule is omitted, all document types are searched.