Configuring the document to tag relationships

BlueCielo Meridian Asset Management Module 2018 Administrator's Guide

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Configuring the document to tag relationships

The AMM Settings page contains options that you use to define the proxy tags in the Meridian Enterprise vault, their related documents in the vault, and the references that relate them to one another. Options that configure the link between the vault and the maintenance management system are described in About configuring the Asset Management Module.

To configure the relationship options:

In Meridian Enterprise Configurator, expand Environment in the configuration tree and select Vault Settings. The vault’s global options property pages appear in the right pane.
Click the AMM Settings tab. The AMM Settings page appears.
Click the Edit button. The options become editable.
Click options or type values using the descriptions in the following table.
Click OK to save your changes.

Relationship options
Name	Description
Tags group
Tag number property	Specifies the main tag (asset) identifier. It is used to search for tags in the first field of the Add-Remove tag assignments and Smart Tag Search dialogs. Required. Note If AutoCAD P&ID tags will be used for the proxy tags, the AutoCAD P&ID link can be configured to automatically remap to this property. Add the following lines to the [PnID_Drawings] section of the link configuration in Meridian Enterprise Configurator, where AssetModuleSettings is a predefined keyword and DocumentAssetNumberProperty refers to the value of the Tag number property setting: PnID=AssetModuleSettings.DocumentAssetNumberProperty
Tag description property	Specifies the tag description property. It is used to search for tags in the second field of the Add-Remove tag assignments and Smart Tag Search dialogs. Required. May be overridden by the Search scope option below. Note If AutoCAD P&ID tags will be used for the proxy tags, the AutoCAD P&ID link can be configured to automatically remap to this property. Add the following line to the [PnID_Drawings] section of the link configuration in Meridian Enterprise Configurator, where AssetModuleSettings is a predefined keyword and DocumentDescription1Property refers to the value of the Tag description property setting: Description=AssetModuleSettings.DocumentDescription1Property
Tag indication property	Specifies the type or level of the tag. It is used for searching in the third column/search field of the tag’s property page and Smart Search. This property maps also to the third search parameter for tags in Meridian Explorer. Required for Meridian Explorer only.
Asset application property	Specifies the maintenance management system application name. For non-tag document types, a value is required if Meridian Explorer is used, in particular if documents will be uploaded from the maintenance management system to the vault. For tag document types, a value is required if the ICRWO extension is used with the option Link Using Document Properties cleared. In this situation, the Asset Application Property option specifies the Maximo asset application for the tag. In other cases, a value is optional.
Tag document type	Specifies the Meridian Enterprise document type that is used for tags. Required. Note If tags in the vault will be linked to hundreds or even thousands of documents (or vice versa), performance can be slow when project copies are made of the documents and the many references must be evaluated for copying to the project folder. You can minimize the affect on performance with the following: Set the Duplicator Default Action option of this document type to Reference the source in Meridian Enterprise Configurator. Deny the Override duplication rules privilege for all security roles assigned to the folder where the tags reside. Disable the When source document is copied, also copy reference to destination document option of the reference type in Meridian Enterprise Configurator. Advise users to disable the Display manual references and all assembly copy options in the Create Project Copy dialog box.
Search scope	Specifies which property to search for tags. Select Search all text properties or select Search in ‘Description’ property only to search only in the property specified for the Tag description property option above.
Document-Tag reference group
Reference direction	Specifies the direction of the references between tags and documents. Select From Document to Tag (Outgoing). The incoming option is only for compatibility with versions 1.1 or 1.2 of the module. Required.
Reference type	Specifies the reference type that is used for the relationship between tags and documents. Required.
Show tag to tag references	Enables the AssetManagementTags4Tag extension that can be used to view and create links between tags and other tags.
Documents group
Document identification property	Specifies the main document identifier, usually the document number. It is used to search for documents in the first field of the Add-Remove document assignments dialog. Required.
Document description property(1)	Specifies the document description property. It is used to search for documents in the second field of the Add-Remove document assignments dialog. Required. May be overridden by the Search scope option below.
Document description property (2)	Additional document description property. Optional.
Search scope	Specifies which property to search for related documents. Select Search all text properties or select Search in ‘Description’ property only to search only on the property specified for the Document description property (1) option.
Proxy document type	Specifies a dedicated document type from which a proxy document can be created in a folder to represent the tag-document references for all of the other documents inside the same folder. For more information on linking a common set of tags to all of the documents within a folder, see Configuring linking to folders.
Maintenance group
Preferred property	Specifies the property for use by maintenance management system users to designate preferred documents. We recommend that you use the Status – Maintenance Preferred property created by the module. Required.
Text Tags Search
Regular Expression	A regular expression that matches the tag names to be found in the full-text index of vault documents. Matching tag names are shown in the Meridian Enterprise clients to create reference links between documents and tags as described in the BlueCielo Meridian Asset Management Module User's Guide. For help calculating a regular expression, see Regular Expression Language - Quick Reference in the MSDN Library.

To maintain the integrity of the data, the following limitations are enforced:

Tag Number, Tag Description, and Tag Identification must all be different.
Tag Number, Tag Description, and Asset Application must all be different.
Document Identification Property and Document Description 1 property must be different.
All Meridian Enterprise custom properties except for the Preferred Property must be a String data type.