Synchronize References

Note:

This topic refers to all of the application links described in 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 helps 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:

  • Importing new documents with the Document Import Tool and the Resolve references option enabled as described in Document Import Tool.

  • Importing new documents with Assembly Import tool described in Import Assemblies.

  • Opening or saving 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 or Synchronize References command as described in the following procedures.

Note:

We recommend you close files in AutoCAD or synchronize files from within AutoCAD. This is because with some versions of AutoCAD, synchronizing references with some AutoCAD files—such as sheet set files—from within PowerUser while the file is open in AutoCAD can produce an error.

ClosedPowerWeb Procedures

Use these steps for PowerWeb. Synchronization can be applied to AutoCAD, MicroStation, and Microsoft Office files only. References can be synchronized from different file types.

The References from File action triggers the publishing job configured for the Synchronize References setting in your vault settings. This setting is described in Configure a Vault For Publisher.

To manually synchronize Meridian references of a document:

  • In the Document ribbon, in the Title Block group, click References from File.

  • To synchronize from the Navigation pane:

    1. Right-click your selection.

    2. Point to Document.

    3. Select Synchronize References from Files.

ClosedPowerUser Procedures

The References from File action triggers the publishing job configured for the Synchronize References setting in your vault settings. This setting is described in Configure a Vault For Publisher.

To manually synchronize Meridian references of a document:

  • In the Document menu, point to Synchronize, and then click References from File.

ClosedOther Applications

The Synchronize References action triggers the publishing job configured for the Synchronize References setting in your vault settings. This setting is described in Configure a Vault For Publisher.

To manually synchronize Meridian references of a document:

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

2021 R2

 

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