Configure Data Capture settings - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx
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English
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HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

In the Central Settings module, you can set various options to configure the Data Capture modules.

These options include:

  • Character Ranges - Allows you to add and delete the character ranges which can be addressed by Data Capture.

  • File Types - Allows you to add file types and relate them to Data Capture readers.

  • General Settings - Allows you to:

    • Set the file path to the location in which the ignored files must be stored.

    • Add the period of time for which the software waits for SmartPlant Markup.

    • Permit the software to generate thumbnails and resolve the duplicate files automatically.

    Data Capture will wait for a response from the SmartPlant Markup application for the period of time specified here, and will thereafter add a failure message to notify the users that SmartPlant Markup was unavailable.

  • Reader Settings - Allows you to relate each reader existing in the software with an application.

  • Resolve Relationships Color Settings - Allows you to select colors to represent the document relationship updates in the Data Capture Quality Control module.

  • Separators and Delimiters - Allows you to add separators that are used to separate file parts in the document discovery patterns and tag parts in the tag discovery patterns. It also allows you to add delimiters that will be used to identify the end of a tag.

  • Vault UNC Path - Allows you to provide one or more UNC path to a shared directory that will contain the files that are to be loaded into database, and are accessible from many computers.

  • View Definition Groups – Allows you to create a view definition group with one or more view definitions. These view definition groups are used in the managed data tasks that use Data Validator for transferring data from database to Facility Data Warehouse.

Character Ranges page

Allows you to add and delete the character ranges that will be supported by Data Capture.

Add Character Range - Allows you to set a character range.

Delete Character Ranges - Allows you to delete one or more character ranges.

Name - Type a name for the character range set.

Upper Case Range - Allows you to type the uppercase character range. For example, [A-Z].

Lower Case Range - Allows you to type the lowercase character range. For example, [a-z].

The character range should be enclosed within square brackets and the characters should be separated by a hyphen.

Default - Allows you to set the selected character range set as default. The selected character range set is displayed by default in the Character Range list of the Document Discovery Pattern and Tag Discovery Pattern module.

File Types page

Allows you to add and delete file types from the list of those that are supported and also allows you to assign Data Capture readers for each file type.

Add New File Type - Allows you to add a file type to the list.

Configure Alternate Renditions - Allows you to associate an application for converting a file type to .pdf or generating a thumbnail.

Remove File Types - Allows you to delete one or more file types from the list.

Name - Select a file type from the list.

Description - Displays the description for the selected file type.

Reader - Select a Data Capture reader from the list to relate the selected reader to the file type.

Extension - Displays the file type extension for the selected file type.

Application - Select an application from the list to relate the selected application to the file type.

Select a file type and click the Configure Alternate Rendition option to set the .pdf and thumbnail rendition application.

PDF Rendition Options

Use Markup for PDF Rendition - Select this option to use SmartPlant Markup Plus for .pdf generation.

PDF Rendering Application - Type an alternate rendering application (other than SmartPlant Markup Plus) to use.

PDF Rendition Conversion Path - Type an alternate rendering conversion path.

Thumbnail Rendition Options

Use Markup for PDF Rendition - Select this option to use SmartPlant Markup Plus for thumbnail generation.

  • You can select an application or a reader for each file type.

  • You can select an application and a reader for a file type. If an application and reader is selected for a file type then the application take precedence. For example, if you select Image Reader (related to ABBYY application) as reader and SmartPlant Markup as application for the PDF file type, then all the PDF files in the database get processed through the SmartPlant Markup application.

  • For PDF files and Microsoft Office files, by default PDF Reader is set as the base reader. The default application for PDF files is set as SPFNPDF. When extracting content from any file types other than PDF files, the PDF reader will generate Markup renditions which are used by the software to retrieve the tag details.

General Settings page

This functionality was modified in an update. For more information, see General Settings page (modified in an update).

Allows you to set the file path for vaults and ignored files. In addition to this, you can allow automatic generation of thumbnails and set the wait time for SmartPlant Markup.

  • Ignored Files Path - Allows you to define the file path for storing ignored files.

    SHARED Tip Click Browse , and select the folder to store the ignored files.

  • Markup Time Out - Allows you to define the period, in seconds, for which the application waits for a response from SmartPlant Markup. Default timeout is set to 500 seconds.

  • Auto Generate Thumbnails - Select this checkbox to allow the generation of thumbnail for each file during the document discovery task.

  • Auto Resolve Duplicates - Select this checkbox to allow the software to resolve the duplicate document conflicts. This option is selected by default.

  • Auto Generate PDF Files- Select this checkbox to allow the generation of a PDF for each file during the document discovery task.

  • Enable case insensitivity when comparing data for inconsistencies - Select this checkbox to ignore case sensitivity, when checking for inconsistencies present in property values of a selected tag available in different domains.

    This option can be set when generating inconsistency results using the following options:

    • In the Data Capture Tags module > Master Tags page. For more information, see View inconsistencies in master tag properties.

    • In the HxGN SDx Desktop Client, search for a Data Capture Inconsistency report and right-click Run Report to generate the report.

  • Max size for processing drawing files without preprocessed content files (MB) - Allows you to define the maximum limit for the size of the drawing file which can be processed by the application without using the preprocessed content files for drawing file. The default value for the file size is set to 1MB. We recommend to use the preprocessed content files for extracting content from drawing file whose size is 1 MB or more for quick processing. For more information on how to generate the preprocessed content files for drawing file, see Drawing Reader Pre-Processor.

  • Mandatory values are marked by an asterisk (*).

  • When this Auto Resolve Duplicates check box is selected, if a new file is found in the document discovery task having modified date falling after the modified date of the master file or the candidate file attached to the document, the software attaches the new file to the latest version of the document, instead of creating a duplicate document. The creation of new version of the document is described for the following cases:

    Case I

    Scenario: A document exists with a master file attached to it, and a new file is found in the document discovery task, having modified date falling before the modified date of the master file attached to the document.

    Result: The new file is ignored and is not loaded into the database.

    Case II

    Scenario: A document exists with a master file and two candidate files attached to it, and a new file is found in the document discovery task, having modified date falling after the modified date of the master file attached to the document.

    Result: The new file gets attached to the latest version of the document as the master file and the candidate files are also moved to the latest version.

    Case III

    Scenario: A document exists with a master file and two candidate files attached to it, and a new file is found in the document discovery task, having modified date falling after the modified date of one of the candidate file attached to the document.

    Result: The new file gets attached to the latest version of the document as the candidate file. The master file, and the other candidate file are also moved to the latest version.

Reader Settings page

Allows you to relate an application for each reader.

Reader - Displays all the readers available in the application.

Application - Select an application from the list to relate the selected application to the reader.

Resolve Duplicates Color Status page

Defines the color settings for each file status that can be set on the duplicate files in the Data Capture Operations module.

Color Picker - Allows you to set the color for each file status.

Reset Colors - Reverts the colors for all the file statuses back to the default values.

Resolve Relationships Color Settings page

Defines the color settings for the updates made to the document relationships in the Data Capture Quality Control module.

Color Picker - Allows you to set the color for document relationship modification.

Reset Colors - Reverts the colors set for all the document relationship modifications back to the default values.

Separators and Delimiters page

The separators and delimiters that exist in the SDx Operations database are displayed on this page. Delimiters are internally used by the software for extraction of tags that have delimiters at the end of the tag.

Add Separators - Allows you to add one or more separators.

Delete Separators - Allows you to delete the selected separators.

Add Delimiters - Allows you to add one or more delimiters.

Delete Delimiters - Allows you to delete the selected delimiters.

Ignore Delimiters - Select this option if you want the software to ignore the delimiters while searching for tags in the content file.

UNC Path page

Allows you to add and delete UNC paths that contain the files that need to be processed in the document discovery task.

Add UNC path - Allows you to add a UNC path to the list.

Delete UNC paths - Allows you to delete one or more UNC paths from the list.

Name - Type a name for the UNC path.

UNC Path - Allows you to copy and paste a UNC path.

SHARED Tip You can also click Browse to navigate to the shared directory.

View Definitions Group page

Allows you to create view definition groups with one or more view definitions in each group.

Create View Definitions Group - Allows you to add a view definitions group to the list.

Edit View Definitions Group - Allows you to edit an existing view definitions group from the list.

Delete View Definitions Group - Allows you to delete one or more view definitions group from the list.

Name - Displays all the view definitions groups.

View Definitions - Displays the view definitions in each group.

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