Accruent Meridian Enterprise Server 2020 Administrator's Guide

Configure the Miscellaneous Options

The miscellaneous job options control various features that are common to more than one source or destination system.

To configure the miscellaneous options:

  1. In Meridian Enterprise Server Administration Console, in the Data Exchange group, click Jobs. The All Jobs page appears and lists the existing publishing jobs. The jobs are grouped by the name of the computer (cluster node) to which they have been assigned.
  2. Double-click the publishing job that you want to configure. The Overview page appears where you can configure the source and destination systems.
  3. On the menu, click OPTIONS. The Options page appears.
  4. In the MISCELLANEOUS group, click options or type values using the descriptions in the following table.

    Some of the options in the following table are only available for specific source or destination systems.

  5. Click Save.
Miscellaneous job options
Option Description

Keep revision information

If cleared (default), only publishes the most recent released revision of documents. If enabled, publishes all revisions.

Note:

By default, the Comment property of a Meridian Enterprise source document is not published to the destination vault.

Keep modification information

Sets the Modified, ModifiedBy, Created, and CreatedBy properties of the published document to the same values as the source document.

Keep workflow status

Keeps the source document workflow status if the source document is the latest revision. Otherwise, the status of the published document is set to Released unless it is overridden by VBScript as described in see the Accruent Meridian Enterprise VBScript API Reference..

Keep managers

If the Keep workflow status option is enabled, this option also keeps the source document workflow managers if the source document is the latest revision. Otherwise, the manager is not set for the published document.

Keep to-do persons

Keeps the source document to-do persons if the source document is the latest revision. Otherwise, the to-do person is not set for the published document. This option is independent of the Keep workflow status option.

Identify by Global ID if document path is not available

If the document in the destination vault can not be found based on its destination path, then the document will be retrieved using its GlobalID value, which is set to the ID of the source document.

Note:

We recommend that you do not publish properties that are specified in a destination vault's Field-Path definition unless this option is enabled This is because their values have already been determined by the location of the document. Errors can occur and the publishing job may fail if the destination folder and the Field-Path definition property values do not match.

Add comment when published

Adds a comment to the workflow log (Comments property) in both the source and destination vaults when the document is published.

Publish all revisions for new documents

If cleared (default), only publishes the most recent released revision of documents. If enabled, publishes all revisions. Select the Copy revision comments option to also publish the workflow comments property of the revisions.

Important!

Due to the risk of accidental data loss, this option is only available if the EnableCopyMeridianRevisions option is set to true in the following file. Be certain that you want to use this option before enabling it.

C:\ProgramData\BlueCieloECM\EnterpriseServices\PublishingCapability.dat

Besides the Name property, only metadata in custom properties will be published for the prior revisions.

Copy revision comments

If cleared (default), does not copy the workflow log (Comments property) of revisions published by the Publish all revisions for new documents option.

Note:

This option is only available if the Publish all revisions for new documents option is enabled.

Create thumbnail

Generates a thumbnail in the destination system when the document is published as described in Configure Thumbnail Generation.

Skip publishing of files with the following extensions

Excludes files with the specified file extensions from being published to the destination system.

  1. Click Configure. The SELECT FILE EXTENSIONS dialog box appears and lists the file extensions that have already been specified, if any.
  2. To add another file extension:
    • Type the file extension in the text box and then click the Add new item icon . The file extension is added to the list.

    To remove a file extension:

    • Click the Remove button in the row of the extension that you want to remove. The file extension is removed from the list.
  3. When you are finished specifying file extensions, click OK.

Feedback property

If specified, the name of the custom document property to which a textual result message from the publishing job can be set. This property can be used to show the document's current publication status in the Meridian Enterprise client applications. No error message is generated if the feedback property cannot be set. We recommend the BCRenditionPropertySet._RESULT property.

Note:

This option is only available if the source system supports property updates.

To select the property:

  1. Click SELECT. The SELECT PROPERTY dialog box appears and lists all of the available properties.
  2. To filter the list to show only similar property names:

    1. Type the beginning of a property set name or a property name in the filter box. The search operator that will be used is Starts With.
    2. Click the search icon . The list refreshes to show the results of your filter.
    3. To reset the filter results, clear the filter box and click the icon again.
  3. Click the name of the property that you want to use and then click OK. The selected name appears as the option value.

To remove the current property:

  • Click CLEAR. The property name is removed.
Note:

The BCRenditionPropertySet._FORMAT property will contain the file extension of the rendition file.

Watermark prior revision

Applies a watermark to the prior revision of the rendition (if one exists) when a new revision is created.

Note:

This option assumes that renditions exist in the source vault that were created by another publishing job. If the vault does not contain renditions of prior revisions, this option has no effect.

Delete source document if publishing succeeded

If enabled, deletes source documents after they have been successfully published to the destination system. This can be useful when the Publisher is used to archive documents into a central system or an archive vault. If disabled, the source documents are not deleted.

Important!

Due to the risk of accidental data loss, this option is only available if the EnableRemoveMeridianSource option is set to true in the following file. Be certain that you want to use this option before enabling it.

C:\ProgramData\BlueCieloECM\EnterpriseServices\PublishingCapability.dat