Accruent Meridian Enterprise 2020 User's Guide

Synchronize References

Note:

This topic refers to all of the application links described in the this chapter except the Lotus Notes link.

The references that are created by Meridian to manage the external references of a document can be synchronized from the document. This is valuable to keep the Meridian references synchronized when external references are added or deleted in the document's native application. It is also necessary when external references are added to the vault by methods that bypass the native application. Reference detection and management is primarily performed by the Meridian application link from within the native application. It is also performed by the Meridian import tools. But if the link is not loaded in the native application or documents with references are imported to the vault without using the Meridian import tools, the external references are not detected and Meridian references are not automatically created. In that case, synchronization must be performed manually.

Meridian references are created and synchronized in the following ways:

  • Import new documents with the Document Import Tool and the Resolve references option enabled as described in Document Import Tool.
  • Import new documents with Assembly Import tool described in Import Assemblies.
  • Open or save documents in the vault from within an application that has a Meridian application link loaded. This is also supported by Remote mode as described in Offline Mode And Remote Mode and in Application Links In Remote Mode.
  • By the References from File command in PowerUser as described in the following task.

It is important to understand that Meridian references are not synchronized in the following ways:

  • Importing new documents with drag-and-drop.
  • Uploading documents with PowerWeb as described in Upload Documents.

To manually synchronize Meridian references of a document:

  • In PowerUser, in the Document menu, point to Synchronize, and then click References from File.
  • In PowerWeb, in the Document ribbon, in the Title Block group, click References from File (AutoCAD and MicroStation drawings only).

Or

  • Depending on the application, on the Accruent menu or in the Accruent page of the ribbon or in the Accruent toolbar in the native application, click Synchronize References.

Note:

With some versions of AutoCAD, synchronizing references with some AutoCAD files (sheet set files, for example) from within PowerUser while the file is open in AutoCAD can produce an error. First close the file in AutoCAD or synchronize the file from within AutoCAD instead.