BlueCielo Meridian Explorer 2012 Administrator's Guide | BlueCielo ECM Solutions
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Configuring repository synchronization

When a publishing job runs, Publisher imports documents from a source vault according to settings that are configured for the publishing job. These settings specify how each document is to be synchronized:

To configure the repository synchronization options:

  1. In the configuration tree, expand the name of the publishing job in the configuration tree that you want to configure.
  2. Select the Configuration branch in the configuration tree. The job's configuration pages appear in the right pane.
  3. Click the Synchronization tab. The Synchronization configuration page appears.
  4. Click options or type values using the descriptions in the following table.
Option Description

Shared dynamic 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.

Detect changed items

Synchronizes the repository with all documents within the selected scope that have changed since the last complete synchronization occurred. The date and time of the last synchronization is shown in Baseline for incremental synchronization. When this option is enabled, the Publisher ignores the ExplorerSynchronization properties.

Use Meridian properties

Synchronizes the repository with all documents within the selected scope for which the ExplorerSynchronization.Modified property has been set to True. If this option is enabled, the properties in the ExplorerSynchronization property set should be set either manually by Meridian Enterprise users on a custom property page or automatically by customized VBScript event procedures when certain workflow transitions or other events occur.

Location for document content

Select an option to specify the location from which Publisher will retrieve document content. Select Import content into the repository if any of the following or similar conditions apply:

  • Access between the Publisher server and the Meridian Enterprise server is restricted.
  • Vault documents will be deleted after they are published to the repository, for example, if the Action for documents deleted from the source vault option below is set to Keep the document in repository.
  • The repository should contain all document data so as to be independent of the source vault.

Select one of the Rendition Only options if all Explorer users should only view document renditions and not the native documents.

Document revisions to include in the synchronization

Select an option to specify which revisions of each document to synchronize with (and therefore, be available in) the repository.

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.

Action for items deleted from the source vault

Select an option to specify what should be done with repository documents when documents to which they are synchronized in the vault are deleted.

Note    If this option is set to set to Keep the item in repository, and the Location for document content option is set to Import content into the repository, the repository will contain the only copy of the documents and should be properly backed up to allow for data recovery.

Calculated properties

Specifies repository properties that should be set during synchronization that do not have corresponding vault properties, for example, to contain synchronization status information. The repository properties should not yet exist and will be created when you perform the following steps.

  1. Type the names of the repository properties that you want to create, separated by a comma (,).
  2. Click Apply. The properties are created in the repository.
  3. Click Provide the property values using Meridian scripting. A Notepad window appears that contains sample VBScript function definitions.
    1. Copy the window contents to the Clipboard and paste it into the vault's event script block in Meridian Enterprise Configurator.
    2. Modify the functions as necessary to meet your requirements.
  4. If necessary, modify the new property definitions as described in Configuring document property mappings.

Note    The options in the Synchronization options group determine how each Meridian Enterprise document will be synchronized to the Explorer repository. The values for these options can be different for each document. Before processing a document, these options are read from the corresponding properties of the Meridian Enterprise document (in the ExplorerSynchronization property set). The Meridian Enterprise vault can optionally implement the VBScript method as described below. This method will be invoked before processing a document. It can be used to set the synchronization options. When the synchronization process does not find a valid value for one of the synchronization options, it will use the default values that are configured in the Synchronization Options group.

  1. Click to save your changes to the publishing job.

If you want to override the options that you have set in the Synchronization Options group with vault event scripting under certain circumstances:

  1. Click Override defaults using BC-Meridian scripting. A Notepad window appears that contains sample VBScript function definitions.
  2. Copy the window contents to the Clipboard and paste it into the vault's event script block in Meridian Enterprise Configurator.
  3. Modify the functions as necessary to meet your requirements.

The following VBScript code is provided as examples that you can modify and use to meet your requirements.

' This function will set the 'ExplorerSynchronization' properties to
' enable synchronization for the document. 
' The values for 'revisionOption' 'deleteOption' and 'contentOption' 
' should be selected depending on the synchronization requirements. 
' They may also be different per document. 
' ' 
Sub SetExplorerSynchronizationOptions(revisionOption, deleteOption, _
                                      contentOption, modified) 

    ' Which revisions should be synchronized for this document... 
    '   0 = Synchronize all released revisions 
    '   1 = Synchronize the latest released revision 
    '   2 = Do Not synchronize this document 
    '   3 = Synchronize all revisions 
    '   4 = Synchronize the latest revision 
    Document.Property("ExplorerSynchronization.RevisionOption") = revisionOption 

    ' When should this document be deleted... 
    '   0 = Delete the document from the Explorer Repository when it no
    '       longer exists in the Meridian Vault. 
    '   1 = Do not delete the document from the Explorer Repository. 
    '   2 = Purge the document from Meridian after synchronizing it to
    '       the Explorer Repository.     
    Document.Property("ExplorerSynchronization.DeleteOption") = deleteOption 
    
    ' Where should the Explorer Repository keep content for this document... 
    '   0 = Copy the content to the Explorer Repository. 
    '   1 = Do not copy the content to explorer. Explorer will use the
    '       Meridian streams when the content is required.     
    '   2 = Copy only the rendition to the Explorer Repository. 
    '   4 = Do not copy the content to explorer. Explorer will use the
    '       Meridian streams when the rendition is required.     
    '   Using option 2 or 4 the native content of the documents will not
    '   be available in explorer. 
    Document.Property("ExplorerSynchronization.ContentOption") = contentOption 
    
    ' Set the 'Modified' property to indicate that this document should be
    ' synchronized to the Explorer Repository 
    Document.Property("ExplorerSynchronization.Modified") = modified 
    
    ' Reset the feedback properties. These will recieve a new value during
    ' the synchronization process. 
    Document.Property("ExplorerSynchronization.Failed") = False     
    'Document.Property("ExplorerSynchronization.LastSynchronized") = Null 
End Sub 

Sub Synchronize2Explorer_AllReleasedRevisions() 
        Call SetExplorerSynchronizationOptions(0, 0, 0, True) 
End Sub 

Sub Synchronize2Explorer_LastedReleasedRevision() 
        Call SetExplorerSynchronizationOptions(1, 0, 0, True) 
End Sub 

' Call this Sub from the DocWorkflowEvent_TerminateChangeWFState event to
' synchronize documents as they are changed 
Sub MarkAsModified() 
        Document.Property("ExplorerSynchronization.Modified") = True 
End Sub

Related tasks

Configuring document property mappings

Configuring object tag property mappings

Configuring document type mappings

Configuring object tag type mappings

Configuring reference type mappings

Initializing document synchronization properties

Synchronizing a repository

The ExplorerSynchronization property set

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