Configure Tag Link Synchronizer

The behavior of Tag Link Synchronizer can be configured on the Edit Configuration and Meridian Cloud tabs.

The options that are saved in the configuration file are summarized in the following table.

Tag Link Synchronizer configuration settings
Setting	Description	Remarks
ExportDB section
Command	Stored procedure name in the maintenance management system database	Optional
Connection string	Connection string to the maintenance management system database where the stored procedure exists.	Optional
VaultInfo section
DatastoreName	Datastore name of the destination vault	Required
DocProperty	Meridian Enterprise property that contains the unique identifier to match with the tag (TagProperty). Typically, this is the name of the document.	Required
MachineName	EDM Server service computer name	Required
TagProperty	Meridian Enterprise property that contains the unique identifier to match with the document (DocProperty). Typically, this is the name of the tag.	Required
TagRefType	Meridian Enterprise reference type with which to link the tag to the document.	Required
ReferenceDirexction	Direction of the reference to be created: incoming (from tag to document) or outgoing (from document to tag).	Required
VaultName	Name of the Meridian Enterprise destination vault	Required
Config section
AddressSMTPServer	URL of an SMTP server through which to send notification emails.	Optional
LogDirectory	Folder for storing the error log files	Optional
LogErrorEmail	Email address to which to send notification emails	Optional
ImportDB section
ConnectionString	Connection string to the intermediate file that contains the tag and document names to link.	Required
DatabasePath	Path to the intermediate file.	Required
SelectionCommand	SQL SELECT statement for the intermediate file. The value can contain a placeholder {0} for the modification date time. See also SkipModifiedArgument	Required
SkipHeaderRecords	Integer value specifying the number of header records in the result set to be ignored. The default is 0.	Optional
SkipModifiedArguments	If True, the statement in SelectionCommand is expected to not contain a placeholder for the modification date and time. The default is False.	Optional
RefNameField	Column in the intermediate file that specifies the name (type) of a created reference.	Optional
TagField	Column in the intermediate file that specifies a unique reference to one or more existing tags. Values must be separated by the value of Separator.	Required
DocField	Column in the intermediate file that specifies a unique reference to one or more existing documents. Values must be separated by the value of Separator.	Optional
Separator	The character that separates the values provided in TagField. The default is the semicolon character (;).	Optional

Note:

If the SkipModifiedArguments setting is True, then the application expects a query that needs a modification date as an input parameter. This date should have the format YYYY/MM/DD HH:MM:SS.

For example:

Select * FROM <ImportDatabase> Where <ModificationDate> =%1

Where <ImportDatabase> is the name of the import database and <ModificationDate> is the date of the modification.
The ConnectionString setting in the ImportDB section may contain %1 as a placeholder for the intermediate filename. If so, then the user interface dialog will provide the option to specify the name manually. Do not use this feature when running in unattended mode.
After import, the import date is recorded in a text file and will be used in the next import. The name of the text file is Lastimport-<ConfigurationFileName>.log. The file will be located in the same folder as the application.

To configure Tag Link Synchronizer to import tag references to your Meridian Cloud tenancy, set options on the Meridian Cloud page using the descriptions in the following table.

Meridian Cloud options

Option

Description

Meridian Cloud API URL

URL of the Create Asset endpoint as provided by the Accruent API Developer Portal. This allows the you to import into specific environments (Stage or Production, for example) as required.

Subscription Key

Subscription key as provided by the Accruent API Developer Portal. You must have already signed up for access and already subscribed to the Meridian Asset product.

Asset Property Mapping

The import destination properties. For each destination property, enter in the matching field in the intermediate file.

Asset Properties
Destination Property	Description
GlobalId	Unique identifier of the parent asset (incoming reference)
ReleatedAssetGlobalId	Unique identifier of the asset to relate (outgoing reference)