BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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Configuring the Initialize Properties settings

The Initialize Properties settings of the Document Import Tool determine:

Warning    After files have been imported a vault, document properties that were not explicitly set during the import (from title blocks, default property assignments, and so on) contain no values. Those properties will not be synchronized to the imported content files by the Meridian application links. This is done by design to prevent overwriting existing values. The properties can be synchronized from the imported content files. Such properties must be set in the vault to an explicit value at least once before the properties will be synchronized to the content files.

To configure the Initialize Properties settings:

  1. Click Initialize Properties in the left pane. The Initialize Properties property page opens in the right pane. The custom properties defined in the vault’s configuration are listed along with their property set and data type.

    If the data source field name matches either a Meridian property internal name or display name, it will be mapped automatically.

  2. This view of the properties is one of several provided by the Document Import Tool. Click the Properties Page Layout button  to select other views.
  3. For each field (except the file path field specified on the DataSource page) contained in the data file selected for the import operation, select a corresponding vault property in the list.
  4. Enable Initialize in the lower right pane.
  5. Select options and type text using the descriptions in the following table.
Property initialization options
Option Description
Use naming expression to calculate file name If enabled, the name of the imported document will be calculated by the expression set for the document type that is assigned to the file instead of from any particular database field. This option is only available when the Name property is selected.

With fixed value

Assigns a single value to the selected field for every imported document. Type the value in the text box.

If the property’s validation configuration limits its values, select an existing value from the list.

From database field

Imports the value for each document from the data file. Choose a field from the list that corresponds to the selected property.

Document key property

Causes the Document Import Tool to search for existing documents in the vault in order to add new revisions using the imported documents. The Document Import Tool will search for a matching value between the selected field and the selected property.

With result of expression

Type a VBScript expression to calculate the value you want to set in the selected property. Click the Meridian Script Editor button to display the Meridian Script Editor dialog to help you build and validate an expression.

Check property validation

Validates the property value from the database against the rules configured for the property in the vault. If the validation fails, the value is not imported and an error is added to the Errors tab in the Import Details property page.
  1. Repeat steps 2 through 4 for each field in the data source file.

Related concepts

About importing documents

About the Document Import Tool

Importing assemblies

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 Miscellaneous settings

Configuring the Revisions settings


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