Initialize Document Properties

When you initialize the properties of imported documents, this sets the property values using metadata in the source database. You can map the source database fields to document properties one at a time or, if the field names in the source database match the document properties, you can have the wizard map them for you automatically. The same is true if the source database (CSV file and INI mapping file) was originally created by the Meridian Enterprise Vault Archive Wizard as described in the Accruent Meridian Enterprise Administrator’s Guide. When the properties are mapped automatically, you can also modify individual property mappings to meet specific requirements.

To automatically map document properties:

1. On the Initialize Properties page in the Database Import Wizard, if you want to map properties automatically, in the Map properties for initialization to group:

   1. Select Matching fields in the source database if the database field and vault property names match.

      OR

   2. Select Fields specified in the property mapping file if the source database (CSV file) was originally created by the Meridian Enterprise Vault Archive Wizard. The .INI file generated by the Vault Archive Wizard must exist in the same folder as the .CSV metadata file and have the same file name.

      Note:

      If the .INI file is not found, the wizard will attempt to map the source database field names to corresponding vault property names using the property internal names and display names.

   3. Click Map. The document property names are mapped automatically to the corresponding source database field names. If the results are not what you expected, click Clear to remove the mappings and try a different method.

To map individual properties:

1. Select a Meridian property in the Name column and click Modify. The Initialize Property dialog box appears.
2. Specify options that determine the value to be assigned to the selected property. Use the descriptions in the following table.
3. Click OK. The Initialize and Value columns of the property list display your selections.
4. Repeat steps 1 through 3 for each property that you want to initialize.

Property initialization options

Option	Description
Initialize during import	Select this option to initialize the property during import with the value specified by the option selected below. Clear this option to leave this property empty for the imported documents.
Use naming expression to calculate file name	Select this option to let the document type that is assigned to the imported file determine the document’s name in the vault. The Document naming option of the document type described in Create And Edit Document Types will be used. This option is only visible for the Name property.
With fixed value	Select this option and type a single value to be applied to all imported documents. If the Status property is selected, a list of workflow states is shown for selection. If you set the Status property to Under Change or Quick Change, set the To-Do Person property to the names of the persons to whom the documents should be assigned.
From database field	Select this option and select a field from the list to apply the field’s value to the imported documents. Select Combine with and select a different field from the list to combine the values of both fields into the properties of the imported documents.
From path	Select this option to use a folder name in the source document’s path as the value of the selected property. Type a number in Directory level to specify the folder to use. Select First (chars) and type a number to use only a portion of the folder name as the property value.
With result of expression	Select this option and type a VBScript expression to calculate values to be applied to the imported documents. Click the Meridian Enterprise Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions including their limitations, see the Accruent Meridian Enterprise VBScript API Reference.