BlueCielo Meridian Enterprise 2012 User's Guide | BlueCielo ECM Solutions

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Configuring the Miscellaneous settings

The miscellaneous options of the Document Import Tool determine:

To configure the miscellaneous settings:

  1. Click Miscellaneous Settings in the left pane. The Miscellaneous Settings property page displays in the right pane.
  2. Select options and type text using the descriptions in the following table.
Miscellaneous options
Option Description

Destination Folder

Select a folder inside the vault to receive the imported documents. If properties that are controlled by the Field-Path definition are populated during import, the files will be imported into the corresponding folder structure or newly created folders, as necessary, instead of this folder.

Create an empty document if file to import doesn’t exist

Enable this option to create documents in the vault that have no file content. This option is useful for creating asset tags in the vault to support the Meridian Asset Management Module or to manage hard copy documents for which no electronic file exists.

Hybrid Mapping

Enable Import hybrid components as parts of the hybrid document type, if desired, and select a database field from the list that contains values that are common between the hybrid part files. All files imported with the same values in this field will be created as a single hybrid document using the document types configured in the vault. Consult a system administrator for information on the file extensions that are configured as hybrid documents.

Import title block data

Enable this option to cause the Document Import Tool to read the title blocks of CAD drawings. The title block settings must be configured for the selected document type by a system administrator in Meridian Enterprise Configurator. Consult a system administrator for information on your vault’s title block import configuration.

Resolve references

Enable this option to cause the Document Import Tool to attempt to resolve any external references stored within CAD drawings to other documents that are also being imported by the tool or that already exist in the vault.

From database field

Select a field in the data source file that contains values that match the names of existing document types to assign to the imported documents. If no field is selected or no matching document type is found, the documents will be assigned the default document type.

NEW  Note    If a data source field name contains the text Type (for example, Document Type), it will be selected by default.

Note    If a scope is active, document types that are not enabled for that scope can still be used for the imported documents and the documents will be imported.

NEW   Same type for all documents

Select a document type from the list to assign to all documents in the current batch.

Note    If a scope is active, only the document types that are enabled for that scope are listed.

NEW  Add the rendition file to the document

Creates a rendition for the imported document using a separate file. Select the field in the data source that contains the rendition path from the list.

XSL style sheet

Select an optional style sheet to be used to format the import results report. A sample style sheet is provided in the C:\Program Files\BC-Meridian\Program folder.

Related concepts

About importing documents

About the Document Import Tool

About the Assembly Import Tool

Importing hybrid documents

Related tasks

Importing files using drag and drop

Creating an import data source file

Loading a configuration file

Controlling the Document Import Tool

Monitoring an import

Configuring data source settings

Configuring the Initialize Properties settings

Configuring the Revisions settings


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