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Configuring synchronization options

When a repository synchronization job runs, Publisher exports documents from a source vault according to settings that are configured for the publishing job. You can configure some of the parameters that determine how the export is performed. The synchronization job then imports the documents into the destination repository. The job options specify how each document is to be synchronized, including:

To configure the repository synchronization options:

  1. In Meridian Enterprise Server Administration Console, in the BC Publisher group, click Jobs. The Publish Jobs page appears and lists the existing jobs.
  2. On the ALL or EXPLORER SYNCHRONIZATION page, double-click the name of the job that you want to configure. The job's configuration option pages appear.
  3. Click OPTIONS. The Options configuration page appears.
  4. In the BC EXPLORER group, click options or type values using the descriptions in the following table.
  5. To configure the options in the NOTIFICATION group, see Configuring the notification options.
  6. Click SAVE.
Meridian Explorer repository options
Option Description

GENERAL group

Timeout

The number of seconds for the system to wait for each attempt of synchronizing a document to complete before retrying. The default is 60 seconds. If all attempts fail to complete within this period, the result will be noted in the publishing log of the document but no errors will be generated.
  BC EXPLORER group

Keep revision history

Publishes the prior revisions of documents in addition to the current revision.

Note    If the source vault setting Work Isolation Mode in Main area is set to On or On, read-only, only released revisions will be synchronized, including working copies of the user account under which the synchronization job runs.

Synchronize draft revision

If enabled and a document is under revision at the time that the job runs, any draft revisions (one or more) will also be published to the repository. If disabled, only the revisions with the status Unchanged, Released, and Retired are synchronized.

Note    Changing this option is not detected by the VALIDATE SYNCHRONIZATION command described in Validating a synchronization job. To synchronize the draft revisions after changing this setting, make an insignificant property value change to the draft revisions. They will be synchronized properly by the next synchronization job.

Allow automatic deletion

Deletes repository documents when the vault documents from which they were synchronized have been deleted.

Note    
  • If this option is disabled, and the Copy content to Explorer repository option is enabled, the repository will contain the only copy of the documents and should be properly backed up to allow for data recovery.
  • In certain situations, some deleted vault documents might not be detected by an Meridian Explorer synchronization job. To delete the missed documents, we recommend that you run the Validate Synchronization command occasionally as described in Validating a synchronization job.

Enable separate options per document

By default, all documents from the Meridian Enterprise source vault are synchronized to the Enterprise Server repository according to the options that are set for the synchronization job.

If this option is enabled, some synchronization options can be controlled per document by setting property values of the documents. Typically the property value would be set by customized VBScript event procedures. For example, when certain workflow transitions or other events occur.

This option applies to the ExplorerSynchronization.ContentOption, ExplorerSynchronization.DeleteOption and ExplorerSynchronization.RevisionOption properties. This option is only available if the Use batch synchronization option is disabled as described in Configuring the application options.

Note    The value of the ExplorerSynchronization.Modified property is ignored but it will be set to False when the document is processed correctly.

Enable Meridian script events

Causes the DocSync_Options, DocSync_Succeeded, and DocSync_Failed VBScript events to occur for the source documents before and after publishing. They can be used to update the publishing status properties in the source vault that are described for the Enable separate options per document option. Typically the property value would be set by customized VBScript event procedures. For example, when certain workflow transitions or other events occur. This option is only available if the Use batch synchronization option is disabled as described in Configuring the application options. For more information about the VBScript events, see the BlueCielo Meridian Enterprise VBScript API Reference.

Update display names

If the display names of properties and types in the source vault have changed, the names in the repository are synchronized with the changes.

Create properties

Creates a property definition in the destination repository for every source vault property.

Update indexes

Includes new documents in the indexes for faster searches.

Note    Search performance can be adversely affected by heavy loads on the server and result in time-out errors. If you want to schedule a synchronization job to run frequently (hourly, for example) during business hours or together with other jobs in a batch, we recommend that you disable this option and create a separate, dedicated indexing job to run only once daily outside of business hours as described in Configuring full-text indexing.

Collect dashboard statistics

Runs the stored procedure in the repository database that collects the information that is shown on the dashboard. The dashboard will appear empty until the data is collected. Because the data collection can be a resource-intensive process, we recommend that you enable this option for the last scheduled task of each day and during non-production hours.

For information about customizing the stored procedure and the dashboard layout, see Configuring the dashboard.

Only synchronize documents from the specified collection

To limit the synchronization to a specific set of vault documents, select an existing shared dynamic collection from the list. If the collection does not yet exist, you must first create it in Meridian Enterprise. To synchronize all documents in the source vault, leave this option empty.

Note    If the Include documents by reference option of the collection is enabled, referenced and referencing documents (even if they have changed) are synchronized only if the selected document has changed.

  CONTENT group

Synchronize the source document

Enable this option if both the source and rendition files should be available in the destination repository.

Note    Users might not see any content for some documents depending on the current setting of the Display Content option described in Creating and editing repository views. Content might also not be available depending on whether a rendition exists in the source vault and whether the rendition is out of date because the source document has been modified.

Use the file extension of the rendition

Assigns the file extension of the rendition to the published document.

Note    This option does not change the format of the document and viewers that use the file extension to detect the file format will fail to view the document.

Synchronize outdated renditions

If enabled, synchronizes existing renditions even if they are not up to date.

Synchronize redlines

Enable this option synchronize the source document redlines and rendition redlines.

Note    If the Enable feedback functionality option is enabled for a detail page and redlines are edited using that page, the changes will be saved to the Meridian Enterprise vault.

If the Use batch synchronization option is enabled as described in Configuring the application options, additional options are available to configure how the batches are processed.

To configure the synchronization batch options:

  1. In Meridian Enterprise ServerAdministration Console, in the BC Publisher group, click Jobs. The Publish Jobs page appears and lists the existing jobs.
  2. On the ALL or EXPLORER SYNCHRONIZATION page, double-click the name of any job. The job's configuration option pages appear.
  3. In the app bar, click SYNCHRONIZATION. The EXPLORER SYNCHRONIZATION SETTINGS dialog box appears.
  4. Click options or type values using the descriptions in the table in Configuring the application options.

Related concepts

Understanding repository synchronization jobs

Related tasks

Validating a synchronization job

The ExplorerSynchronization property set