Configuring the publishing options

The publishing options specify the names, locations, and types of the published documents as well as other related options.

To configure the publishing options:

  1. In Meridian Enterprise Server Administration Console, in the Data Exchange group, click Jobs.

    The All Jobs page opens with a list of existing publishing jobs. The jobs are grouped by the name of the computer (cluster node) to which they have been assigned.

  2. Double-click the publishing job that you want to configure.

    The Overview page appears where you can configure the source and destination systems.

  3. On the menu, click OPTIONS.

    The Options page appears.

  4. Click options or type values using the descriptions in the following table.

  5. Click SAVE.

Some of the options in the following table are only available for specific source or destination systems.

Publishing options
Group Option Description
General

Timeout

The number of seconds for the system to wait for each attempt of publishing a document to complete before retrying. The default is 180 seconds. If all attempts fail to complete within this period, the result will be noted in the publishing log of the document but no errors will be generated.

This timeout is applied to each layout of a drawing being rendered. If a drawing contains many layouts, the total timeout time can be lengthy and not interrupt rendering as expected.

General

Number of retries if publishing fails

The number of retries for the rendering step of a publishing job. This is the number of retries to publish or render a document before proceeding to the next document or rendering attempt.

Note:
  • Each rendering attempt (First, Second, and Third) that is configured on the FILE EXTENSIONS MAPPING page described in Configure the File Extension Mappings will make this number of attempts.

  • This option is overridden by the _RETRY_<Count>_ option in VBScript as described in see the Meridian Enterprise VBScript API Reference, if specified.

Attempts will only be called if there is an issue with the rendering profile. If the rendering profile does not fail but there is another issue with the publishing job, Meridian will not retry the rendition.

General

Batch size

When large jobs run, Enterprise Server slices them into batches so that it can insert other pending publishing jobs in its queue. This prevents a large job from monopolizing the server and delaying all other jobs until it has completed.

This setting specifies the maximum number of documents to include in each batch. The default is 0 (unlimited), which is the maximum of 10000 documents. When a publishing job includes more documents than the batch size, the job will be truncated to one batch of this size and the remaining documents will be published in separate batches by each scheduled run of the job until the entire job is complete. If the job is not scheduled to run again, the batch is simply truncated.

General

Publish new documents immediately

If enabled, the publishing job is started immediately when new documents are created in the source vault.

Under certain conditions, such as with very large documents, this option can result in the previous revision of the document being published instead of the new document. If this occurs in your environment, disable this option and schedule the job with a short interval instead, for example, once every minute.

General

Publish restarted documents immediately

If enabled, the documents that fail to publish are restarted immediately in the Publisher Queue. If the documents are part of a batch publishing job, the failed documents are restarted individually. The entire batch is not restarted.
General

Enable Meridian script events

Causes the PublisherSourceEvent_BeforePublish, PublisherSourceEvent_AfterPublish, and PublisherDestinationEvent_AfterPublish VBScript events to occur. They can be used to update the publishing status properties in the source or destination. For more information about the VBScript events, see the Accruent Meridian Enterprise VBScript API Reference.

Destination File Name

Use property value from source document

By default, the source document name is used as the name (without file extension) in the destination system. You may also apply the value of a property as the destination document name or you can define an expression to calculate the destination name (only for jobs with a Meridian Enterprise vault as the source system).

To select the property:

  1. Click SELECT.

    The SELECT PROPERTY dialog box appears and lists all of the available properties.

  2. To filter the list to show only similar property names:

    1. Type the beginning of a property set name or a property name in the filter box.

      The search operator that will be used is Starts With.

    2. Click the search icon .

      The list refreshes to show the results of your filter.

    3. To reset the filter results, clear the filter box and click the icon again.

  3. Click the name of the property that you want to use and then click OK.

    The selected name appears as the option value.

To remove the current property:

  • Click CLEAR.

    The property name is removed.

To define an expression to calculate the file name:

  1. Click EXPRESSION. The EXPRESSION dialog box appears and lists the available properties in the source system.
  2. In the Expression pane, type an expression to be evaluated during publishing. The expression may use any .NET compliant methods (except Parse) and operators in the C# language syntax. The result of the expression will be the file name in the destination system. Double-click a property in the list to insert it into the expression. For multi-sheet drawings, layout properties may also be selected, __LayoutProperties._NAME, for example. The result of the expression must be string data. If necessary, you can convert data types, for example, using the ToString method.

    Following are examples of expressions:

    {Title 1} + " " + {Title 2} + " " + {Title 3}
    {PropertyName}.SubString(0, 10)
    {NonStringProperty}.ToString()

    To set the file extension, enable the Enable Meridian script events option and calculate the file extension in the PublisherDestinationEvent_AfterPublish VBScript event handler. For more information about the VBScript events, see the Accruent Meridian Enterprise VBScript API Reference.

  3. To validate the expression, click CHECK. Errors in the expression appear in the Errors pane. Correct all errors until the Errors pane is empty.
  4. When you are finished editing the expression, click SAVE.
Destination Folder

Use source folder

Reproduces the folder structure of the original location in the destination system.

Destination Folder

Use property value from source document

Applies the value of the property as the destination parent folder.

To select the property, perform the steps listed for the SELECT command in the preceding option.

Destination Folder

Publish to a single folder

Publishes all documents from the source system to a single folder in the destination system. Type the destination folder name in Folder.
Destination Folder

Use Meridian navigation view path

Creates the document's path in the selected navigation view as the path in the destination system.

To select the view:

  1. Click SELECT. The USE MERIDIAN NAVIGATION VIEW PATH dialog box appears and lists the available navigation views in the source vault.
  2. Click the name of a view and then click OK. The navigation view name appears in the option data.
Destination Folder

Folder

The name of a folder in the destination system where to publish all documents.

Destination Folder

Document library

The name of the SharePoint document library to publish the documents to. Publishing to a SharePoint picture library is slower than publishing to a document library due to thumbnail images that are generated by SharePoint. This option is only available for the SharePoint system link.

Destination Folder

Subsite path

The name of the SharePoint sub-site to publish the documents to. This option is only available for the SharePoint system link.
Document Type / Object

Use type of the source document

Assigns the document type of the source document to the published documents.
Document Type / Object

Change type to

Assigns the document/content type that is selected for the Document/Object type option to the published documents.
Document Type / Object

Document/Object type

Applies the value of the property as the destination document type.

To select the type, perform steps similar the SELECT command in the preceding option.

Document Type / Object

Use property value from source document

Applies the value of the property as the destination document type.

To select the property, perform steps similar to the SELECT command in the preceding option.

If this option is used in a job for which the destination is a Accruent Project Portal workspace, the property must contain the ID of the document type, not the name of the document type.

Content

Publish the source document

Enable this option if the source file (including hybrid parts, if applicable) should be available in the destination system. Hybrid parts are always published if the destination system is a Meridian Enterprise vault.

At least one rendering profile must be specified for every publishing job that will generate renditions.

This setting does not work for the following publishing jobs, because the systems involved do not have the concept of a native document and associated rendition:

  • BC Meridian - MS SharePoint

  • MS SharePoint - MS SharePoint

  • MS SharePoint - BC File System

  • File System - MS SharePoint

  • File System - File System

  • BC Meridian Project Portal - MS SharePoint

  • BC Meridian Project Portal - FileSystem

Note:
  • Users might not see any content for some documents depending on the current setting of the Display Content option described in Create And Edit Repository Views. Content might also not be available depending on whether a rendition exists in the source vault and whether the rendition is out of date because the source document has been modified.
  • If a publishing job is configured so that the source document and the rendition have the same filename and extension, the publishing job will append the text .rend to the filename so that you can distinguish between the files. For example, if a publishing job creates an export package that contains the source document MyDocument.pdf, the rendition will be named MyDocument.rend.pdf.
  • Leave this option disabled for the Documentum system link.
Content

Publish redlines

Enable this option to publish the source document redline data as rendition redlines for viewing in the destination system. The Include redlines in rendition option must also be enabled as described in Configure Rendering Options). This is only supported by the AutoVue Desktop Deployment rendering module.

Leave this option disabled for the Documentum system link.

If the Enable feedback functionality option is enabled for a detail page and redlines are edited using that page, the changes will be saved to the Meridian Enterprise vault.

Source Documents

Content to include

Select which copy of a document to include in packages, the current master revision or the current project copy, if any.

Source Documents

Lock project copies

Enable this option to lock any project copies in the repository that are added to packages. This will allow changes only by the package recipient. The project copies will be unlocked when the package is imported back into the repository.

Source Documents

Lock master documents

Enable this option to lock the master documents of any project copies that are added to packages. This will allow only revisions by the package recipient to be released as new master document revisions. Project copies will also be made of any master documents that are referenced by the main project copies and they will also be included in the package for reference.

Source Documents

Create project copy

Enable this option to create project copies (if they do not yet exist) and add them to packages instead of master documents. This will cause revisions by the package recipient to be released as new master document revisions. Project copies will also be made of any master documents that are referenced by the main project copies and they will also be included in the package for reference.

To configure the MISCELLANEOUS options, see Configure the Miscellaneous Options.

To configure the NOTIFICATION options, see Configure the Notification Options.

The Documentum system link supports using VBScript to store the Documentum object ID in a property in Meridian Enterprise. The value of the property can be returned to determine whether a new document or a new document revision for an existing document must be created. For example code, see the description of the PublisherSourceEvent_BeforePublish event.

2021 R2