Configure 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:
- Which documents in the source vault are synchronized
- Which revisions of the documents are synchronized
- Where the document content will be retrieved from
- Whether deleted vault documents are deleted from the repository
The maximum size of documents that can be synchronized from Meridian Enterprise to Meridian Explorer is 2 GB. Larger files will be skipped and indicated by a message in the publishing log.
To configure the repository synchronization options:
- In Meridian Enterprise Server Administration Console, in the DATA EXCHANGE group click Jobs. The All Jobs page appears and lists the existing jobs.
- On the ALL or SYNCHRONIZATION page, double-click the name of the job that you want to configure. The job's configuration option pages appear.
- In the menu, click OPTIONS. The Options configuration page appears.
- To configure the options in the NOTIFICATION group, see Configure the Notification Options.
- Click SAVE.
The Use options from Meridian document properties and Enable Meridian script events options determine how each Meridian Enterprise document
will be synchronized to the Explorer repository.
However, they are only supported if the Use batch synchronization option is disabled as described in Configure the Application Options.
The effects of these options can be different for each document.
Before processing a document, the
properties (in the ExplorerSynchronization property set) that correspond to the options are read.
The Meridian Enterprise vault can optionally implement VBScript
methods that set these properties. For example, the DocSync_Options method will be invoked before processing a document and 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 for the synchronization job.
| 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 Validate 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:
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 Validate 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 Configure 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 Configure the Application Options. For more information about the VBScript events, see the Accruent 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. |
|
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 Configure 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 Create And Edit 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 Configure the Application Options, additional options are available to configure how the batches are processed.
To configure the synchronization batch options:
- In Meridian Enterprise ServerAdministration Console, in the BC Publisher group, click Jobs. The Publish Jobs page appears and lists the existing jobs.
- On the ALL or EXPLORER SYNCHRONIZATION page, double-click the name of any job. The job's configuration option pages appear.
- In the app bar, click SYNCHRONIZATION. The EXPLORER SYNCHRONIZATION SETTINGS dialog box appears.
- Click options or type values using the descriptions in the table in Configure the Application Options.
