HxGN SDx2 Help - HxGN SDx2 - Help - Intergraph

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HxGN SDx2 Help
Why integrate?
Tiers of integration
Presentation integration
Data integration
Application integration
Business process integration
Composite applet implementation
Integration Engine
Smart Digital Reality solutions
Project execution
Operating and maintaining plants
Data cooperation
Smart Digital Reality Integration Diagrams
Smart Digital Reality Integration Overview - Share
How do I use HxGN SDx2
What can I do in the feature sets?
Common tasks in HxGN SDx2
Understanding information access
Understanding scopes
Understanding roles
Getting started in the Web Client
Find your way around the Web Client
Search for data and objects in your system
Search for objects
Search for multiple items
Export object data to Excel
Use the Actions menu to manage objects
Displaying actions as shortcut icons
Add objects to the Pinboard
Review your work in the To Do List
Use the Info Map to visually navigate information
Change your user settings and personalize your experience
Working with scopes
Change the create scope
Change the query scope
Query by selected configurations only
Scope filter options
Filter data by design component
Life cycle status filter
Change your roles
User preferences
Set the user options
Reassign your tasks
Resize your menu panes
Editing object data
Monitor for changes to data you are interested in
Refine the notification list
Using an InsightView dashboard
Set a home screen dashboard as your home page
Working with widgets
Using a To Do List widget
Using a Context Panel dashboard
Using the Pinboard
Adding items to your Pinboard
Group your pins in lists
Pins menu shortcut icons
Modify the pins lists
Move or copy pins
Create an object related to a pin
Managing documents and files
Working with documents
Documentation life cycle
Create a document
Copy a document
Revise a document
Revise multiple documents
Edit and check in a document
Replace the files for a document
Sign off a document
Update a document
Sign off with form
Undo sign off
Insert a historical revision
Cancel a document
Working with files
Edit files
Replace files
Manage files
Check in files
Undo edit files
Revise and replace files
Download attached files
Generate PDF renditions of files
Generate thumbnail images of files
Working with reference files and relationships
Attach master file which references other files
View reference relationships
View nested reference documents
View nested reference files
Update reference relationships
Update referred by relationships
Working with objects
Create and manage objects
Copy an object
View the object details
Update an object
Delete an object
Terminate an object
Relate the objects in a wizard
Create a relationship between objects
Create and edit a relationship
Terminate an existing relationship
Managing related items for an object relationship
Managing Models and Assets
Create an asset
Create a model
Visualizing your data
What file formats are supported?
Viewing and navigating your files
View an active drawing
View tags in an active drawing
Navigating Hexagon 3D file formats
Navigate Hexagon 3D file formats using touch gestures
Navigate Hexagon 3D file formats using a keyboard, keypad, and mouse
Navigate Hexagon 3D file formats using the menu bar
Navigate Hexagon 3D file formats using navigation and selection commands
Measure distances in Hexagon 3D model file formats
Navigating 2D file formats
Navigate 2D file formats using touch gestures
Navigate 2D file formats using the menu bar
View SmartFrame layers in a 2D drawing
View Smart Interop Objects in a 2D drawing
Navigating tags in split-screen mode
Marking up and comparing your files
Navigating non-Hexagon file formats
Navigate non-Hexagon file formats using touch gestures
Navigate non-Hexagon file formats using a keyboard, keypad, and mouse
View non-Hexagon files exceeding the size limit
Using the Markup Toolbar
Download a file with markup layers
Print a non-Hexagon file format
Using the Markup Layers Manager
Create a markup layer
Edit a markup layer
View a markup layer
Copy a markup layer
Consolidate markup layers
Lock or unlock markup layers
Delete one or more markup layers
Annotating a file using markup layers
Add annotations to a markup layer
Add dynamic stamps with token values to a markup layer
Format annotations in a markup layer
Comparing files using the viewer
Compare files attached to different documents
Compare design files
Compare text files
Using the hotspot bubble
Using visual intelligence to analyze your data
Search for tags
Run a visual intelligence report
Visual intelligence options
Printing your files
Visualization troubleshooting
Troubleshooting the Graphic View Control (GVC)
Slow performance when loading Hexagon 3D models
Querying for data
Querying for data
Use the Advanced search
Create a query
Save a query
Delete a query
Filter the saved queries
Sort the saved queries
Edit a query
Delete a query
View search results
Results table options
Filter or sort the results
Execute saved reports
Run a report from a grid view
Run a report with a prompt
View notifications of reports
Using ENS
Create multiple objects with ENS
ENS preview summary
Using the Info Map
Create a relationship tree
Limitations using Info Map
Using workflows
Make workflows work for you
Configure automatic reassignment of workflow steps for out-of-office or disabled users
Allow reassignment of workflow steps
Understand role criteria for filtering deputies
Manage your workflow steps
Acknowledge an information step
Approve a workflow step
Approve or reject a transmittal
Cancel a workflow step
Claim a workflow step
Complete a workflow step
Reject a workflow step
Indicate a workflow step cannot be completed
Delete an attached workflow
Terminate an attached workflow
Reassign work to a different user
Reassign your tasks temporarily
Reassign a workflow step
Reassign tasks owned by one user to another user
Using List Edit
Using the To Do List
To Do List overview
Results table
Workflow viewer
Workflow viewer options
Task details
Parallel tasks
Working with transmittals
Create a transmittal
Preview the transmittal letter
Prepare the transmittal
Receive a transmittal
Acknowledge the transmittal
Reshare a transmittal
Cancel a transmittal
Learn more about transmittals
Viewing the History
View attribute details
View the object timeline
Grouping attributes by column header
Filter and sort the attributes
Document overview
View document details
Viewing attached files
Integrating with design tools
Sharing data
Continuous sharing
Sharing documents and drawings
Share a revisable document or drawing
Share a new revisable document or drawing
Share signed-off or superseded documents or drawings
Revisions and Versions of Shared Documents and Drawings
Loading shared documents and drawings
Sharing with file mode
View the Inconsistency Report for a consolidated object
View the Tag Existence Dashboard
Revising documents
Revising a document
Operate and maintain a plant
Create and manage changes to the plant
Change request workflow
Temporary change request workflow
What do you want to do?
Create a change request
Prepare the change request
Analyze the impact of the requested change
Evaluate the change request
Coordinate the change request
Review and approve or reject the change
Rejecting a change request
Correct a change request failure
Complete the change request
Evaluate whether a temporary change is still required
Approve a temporary change extension
View the workflow of change request
Search for change requests
View the Plant Life Cycle Changes dashboard
Create and manage data books
Create a data book
Manage data books
Copy structure
Copy content
Generate a consolidated PDF for a data book
Execute a project
Load the submittal documents/tags and perform document reviews
Submittals
Deliverable submittal
How do submittals work?
Create a submittal
Monitor the submittal progress
Review validation errors
Review export stage errors
Upload a document
Reviews
Set up the reviewers/consolidators
Review delivered documents
Perform QA review
Create actions within a QA review
Add actions from the View and Markup page within a QA review
Deleting action pins from the View and Markup page
View an action pin
Add actions from the Document Review page
Add comments and reference information
Consolidate reviews and prepare to issue
Manage markup layers
Respond to document reviews
Manage document review matrices
Create a document review matrix
Populate the document review matrix
Compare the users in the matrix
Copy user assignments within the matrix
Filter column headings in a matrix
Copy the document review matrix
Track your technical queries and actions
How do the technical query processes work?
Manage internal technical queries
Learn more about technical queries
How does the action process work?
Manage internal actions
Manage outgoing actions
Learn more about actions
What do you want to do?
Create a technical query or an action
Add content, markups, and comments
Review for contractual compliance in originating organization
Respond to technical queries or actions
Review the response
Cancel a communication object
Administration and configuration
What can I do in the feature sets?
How do I get started creating my digital twin in HxGN SDx2?
Create a base configuration of your digital twin
Plant breakdown structure (PBS)
Create the PBS
Create the plant
Manage the Hexagon default PBS interactively
Plant naming guidelines
Configure companies and organizations
Create an organization
Configure issue purposes
Create an issue purpose
Update issue purposes
Prepare your digital twin
Load files for document classifications
Create a new revision scheme
Prepare the plant
Manage the plant configuration details
Configure user access
Update a user
Manage user role assignments
Assign security codes to a user
Assign roles to a user in a configuration
Get an overview of users assigned to a role
Role management
Copy user access
Copy role assignments to another user
Copy user access between configurations
Configuring disciplines for a user
Create a discipline
View and update disciplines
Configure security
Security model overview
Access group configuration
Create access groups
Manage the access groups for a role
Manage roles for an access group
Manage methods for an access group
Restrict access to methods in an access group
Further ways to restrict access to methods
Manage relationship definitions for an access group
Manage access groups for an API Entry Point
Managing roles
Create a role
Manage the access groups for a role
Role assignments
Configure owning groups
Create an owning group
Restrict access to methods using owning groups
Configure security rules
Create a security rule
View and update security rules
Configure security codes
Create a security code
View and update security codes
Set up the projects
Create a project
Manage the project configuration details
Complete a project
Cancel a project
Configure a document review matrix
Define work areas
Create a named space
Create a work area
Create a work package from work area
Registering projects
Register from a design tool
Learn more about registering
How do I extend my system?
Configuration rules
Roles, access groups, and security configuration rules
User interface configuration rules
Workflow process remodeling rules
Data model configuration rules
Common Schema evolution rules
Class definitions
Interface definitions
Property definitions
Enumerated lists
Enumerated entries
Unit of measure lists
Unit of measure
Relationship definitions
Configure the schema
Common Schema configuration
Create a property definition
Enumerated lists
Create an enum entry
Disabling an enum entry
Enumerated hierarchies
Maintaining tag types in a hierarchy
Tag base class example
Configure the enum list types hierarchy
Create a new enum list item in the hierarchy
Update an enum list item
Update an enum entry
Create an interface definition for an enum list item
Create a property definition for an interface definition
Attach new items to a change request
Add a new change request to the list
Common Schema data model changes
Create Common Schema change request
Prepare Common Schema change request
Create Common Schema objects
Review Common Schema change request
Rework the Common Schema change request
View the Common Schema change request objects
Report on customized schema objects
Configure Integration Schema End Point for HxGN SDx2 sites
Extend the existing stand-alone schema
Manage the Integration Engine
Cumulate
Context
Context and types
Context extended graph definition
Performance in applying extended graph definition to context object
Adding to the extended graph definition based on calculations to be performed
Calculate
Correlate
Correlation process
Correlation rules
Correlation rules and object types (TypeCorrelationRuleDef)
Empty string or undefined correlation values
Objects in context that are correlated
If clause for correlation rule definition and If clause for each correlation rule
Persistence of correlation information
ISIOObject interface definition
Configure correlation rules and correlation definitions
View correlation rules
Consolidate
Consolidation process
Configure precedence rules
Review precedence rules
Precedence rule Order
Precedence rule Name
Precedence rule Precedence Category
Precedence rule Design Component
Precedence rule Object Type
Precedence rule Criteria
Precedence rule Precedence Value
Object ownership and termination
Relationships and group inclusion
Relationship cardinality and precedence
Traversal within precedence criteria
Manage precedence rules
Create a precedence rule
Compare
Comparison process
Comparison - New consolidated object
Comparison - Deleted consolidation object
Comparison - Updated consolidation object
Comparison - No changes made to consolidation object
Managing inconsistency objects during the comparison processing
Inconsistency object status
Handling Intentionally ignored inconsistency objects
Handling relationships during comparison
Reference (design basis) objects
Common runs and their individual runs
Special functions added for precedence criteria
Reference information for the Integration Engine
Criteria functions
AllAreSetB, AnyAreSetB, NoneAreSetB, and AreSet functions
Count function
EndNamedRecord and EndNamedRecordB functions
GetCorrelationID
GetCountOfRelatedDesignComponents function
GetEnumNumber function
HasUniqueProperty function
IsContextUnique function
IsOtherEndObjectExistingB function
IsRelatedTo and IsRelatedToB functions
IsSetB function
RegexMatchb function
RegExReplace function
Extend the administration model
Export data
Import data
Create a load file
Import a load file
View load errors
XML format
XML instructions
Transaction handling
Date time handling
CreateConfig setting
Design component setting
Mode for load files
ContainerID
SuppressENS
Load file examples
Data creation
Perform instructions
Relationship examples
Regenerating the Common Schema
Identification properties and their use
Customer modifications and relationships
Optional interfaces on created objects
Configure the user interface
Configure the interface
Configure feature sets
Create a feature set
Modify a feature set
Relate a method to a feature set
Manage feature sets
Group function tiles in a feature set
Control the display of functions
Modify how functions display
Manage method access groups
Configure the form used on create methods
Configure the default method action for object types
Suppress the display of methods
View files default action
Configure API Entry Points
Create an API Entry Point from a class or interface definition
Create an API Entry Point from a Quick Find method
Update an API Entry Point
Create an API Entry Point group
Configure API Entry Point relationships
Relating a column set to an API Entry Point
Edit property comparison criteria
Configure API Entry Points to display as functions in a feature set
Modify the display of API Entry Point functions in a feature set
Manage access groups for an API Entry Point
Use the Info Map to configure an API Entry Point
Show all navigations
View visible navigations
Resolve which column set to use to display items
Configure search menu items
Configure the default search bar criteria
Configure peek search request value
Disable peek search
Change the default search operator
Edit the display name of a search menu item
Configure the default search filter column set items
Exclude search filter column set items
Configure the results grid sort order
Configure Actions menu items
Display a method icon on the Actions menu
Configure conditions
Create a condition
Update a condition
Condition syntax
Common syntax
Function condition expressions
Condition constants
Environment variable support
Condition validation
Common condition errors
Configure methods
Create a method
Update a method
Manage the access groups for a method
Manage the interface definitions for a method
Restrict access to methods in an access group
Further ways to restrict access to methods
Configure object icons for use in HxGN SDx2
Configure forms
Form generation process
Form generation rules
Configuring forms
Create a form
Update a form
Copy a form
Alternative forms
Suppress the Apply button on forms
Control ENS display in create forms
Forms for complex objects
Hide the Start at number option
Configure sections
Create a section
Form purpose options
Update a section
Manage sections in a form
Manage section access groups
Hide sections
Defining dynamic sections
Create a dynamic section
Configure column items in dynamic form sections
Configure column items by configuration
Configuration control of sections
Dependent pick lists
Configure display items
Create a display item
Update a display item
Manage display items in a section
Configuration control of display items
Configure display item relationship tabs on forms
Configure display items for related objects in create and update forms
Picture mask types
Set date and time format
Validate dates
Use password masks on forms
Use regular expressions
Configure template documents
Create a template document
Configure a method to display the templates
Configure a property value to be set on merged objects
Configure viewing page titles
Configure column sets
Create a column set
Create a column item
Managing column items
Manage column items for Edit
Configure automatic sorting of column items
Configure column width
Example configurations
Manage related items
Use the manage related items dialog
Search for an item to relate
Relate an item
Remove a related item
Edit an existing related item or property
Change the display order of related items
View related items in the object's details form
Configure the related items for a specific object type
Manage access groups
Manage the access groups for a role
Manage roles for an access group
Manage methods for an access group
Restrict access to methods in an access group
Manage relationship definitions for an access group
Manage access groups for an API Entry Point
Manage the relationship definitions for an entry point
Manage column items
Manage column items for a column set
Manage column items for edit for dynamic forms
Configure automatic sorting of column items
Configure column width
Manage column items by configuration
Configure an InsightView dashboard
Create an authorization server
Create a Web API
Create a request header
Example request headers
Create a dashboard
Create a widget
Complete the URL using a wizard
Make a widget dependent on another widget
Supported URL parameters
Check the status of a widget
Update a dashboard
View the widget logs
Configure launch URLs
Launch URL examples
Configure file types
Configure Save Target As action to filter file types
Configure object actions to restrict file types
Configure the display of missing and duplicate reference files
Configure PDF generation with custom rendition options
Configure locking and unlocking of markup layers
Configure markup renditions
Configure Adhoc reports
Create a report
Define criteria for a report
Relate a report to a feature set
Configure an existing report
Find a report
Run a report to review the result set
Edit a report
Terminate a report
Learn more about report output formats
Create a VDS connection
Configure the system options
Configure email definitions
Create a new email definition
Learn more about email digests
Configure and maintain the system calendar
Manage workflows
Manage workflow templates
Create a workflow template
Create a workflow step
Step definition
Create a workflow step definition
Create a workflow step checklist
Update a workflow template
Copy a workflow template
Delete completed workflows
Create a merge workflow process step type
Merge completed workflow steps
Delivered workflows
Change request workflow
Temporary change request workflow
Temporary change request review workflow
Internal Actions workflow
Configure submittals
Learn about the Incoming Submittal workflow
Incoming Submittal workflow
Validation rules for MDR submittals
Configure management properties on contractor documents
QA Actions workflow
QA Review workflow
Internal Technical Query workflow
Outgoing Transmittal workflow
Configure dynamic assignment of recipients
Configuring schedulers
Create a scheduler
Start or stop a scheduler
Restart a scheduler
Update a scheduler
Terminate a scheduler
Query for scheduled tasks
Retry a failed task
Update a task
Terminate a task
Delete a task
Configure watermarks
Create a watermark
Preview a watermark
Configure bookmarks for the PDF generated from the data books
Regenerate metadata
How do I operate and maintain a plant?
Using work packages
Create a work package
Prepare the content
Manage related information
Analyze the impact of the work package
Update work package details
Review content
View files
Select to automatically delete markups
Copy a work package
Monitoring the progress of loaded data
Loading shared documents and drawings
View the load status of revisable documents
View the load status of shared documents
View the progress of specific objects in the Integration Engine
View the status of the objects from the dashboards
Use work areas to determine who can see objects
Retry loading graphical documents
View and address Integration Engine exceptions
Creating a report of incomplete relationships in the loaded as-built data
Troubleshoot Identity Register exceptions
How do I connect Hexagon Digital Reality with HxGN SDx2?
Create an HxDR Connection
Update HxDR Connections
View HxDR Assets
Can I connect to third-party software?
Learn more about configuring HxGN SDx2
Find sample data on Smart Community
Pre-defined (submittal/loader) mappings in HxGN SDx2
Submittal mappings
MDR deliverable create mappings
MDR deliverable delete mappings
Configure HxGN SDx2 for performance
Actions menu
Lookahead count
Manage the expansion of nodes
Conditions
Entry Points
Change the default query criteria
Property comparisons
Search, query, and edge filtering
Filtering by property that has no value
Filtering documents by owning group
Filtering objects by dates
Scheduler
Workflow
Clear the cache for a tenant
Environment variables
Working with Client APIs
Client APIs
AddRecipient client API
AdminEntryPoints client API
AssignRecipients client API
AttachWorkflow client API
CancelDocument client API
ChangeConfigStatus client API
CheckInFiles client API
ClaimObj client API
CompareDocuments client API
CompareWorkflowTemplates client API
ConfigRoleAssignment client API
ConfigureEnumTypes client API
ContextPanelDashboard client API
CopyDistributionMatrix client API
CopyObj client API
CopyToLocalFile client API
CreateClassObj client API
CreateClassObjAndLoad client API
CreateClassObjAndRel client API
CreateClassObjAndRelFromMarkup client API
CreateMethod client API
CreateNextSheet client API
CreateObj client API
CreateObjAndRel client API
CreateObjectFromSelectedObjects client API
CreateObjModal client API
CreateWatermark client API
CreateWebGLSchedulerTask client API
CreateWizardClassObj client API
CreateWorkAreaDefinition client API
Dashboard client API
DashboardCreatePage client API
DashboardUpdatePage client API
DecryptPropertyValue client API
DeleteObj client API
DeleteUnClaimedWorkFlowSteps client API
DeleteWorkflow client API
EditFiles client API
EditFilesOnline client API
EditObj client API
EditObjModal client API
EditObjWithClassification client API
EditSignWizardObj client API
EditWizardObj client API
EditWorkAreaDefintion client API
ExecuteSavedReportFromObject client API
ExpandDocNestedStructure client API
ExpandFileNestedStructure client API
FinishEditOnline client API
GenerateAlternateRendition client API
GenerateMergedRendition client API
GenerateMergedRenditionForFiles client API
GenerateThumbnail client API
GoToOneDrive client API
HistoryViewModal client API
HistoryViewRoute client API
HomeDashboard client API
InconsistencyReport client API
InconsistencyReportByQuery client API
InconsistencyReportWithStartingObject client API
InsertHistRev client API
IntegrationObjectStateInfo client API
LaunchURLFromFeatureSet client API
LaunchURLWithDynamicArgs client API
ListEditContextMenu client API
ListEditUncontrolledItems client API
MaintainCalendar client API
ManageFiles client API
ManagePrecedenceRules client API
ManageSignedFiles client API
MergeConfig client API
MergeObj client API
MergeStructure client API
MultiStepReAssign client API
Navigate client API
OpenXMLWordReport client API
PrintFile client API
ProjectHandover client API
RegenerateCommonSchema client API
RegenerateMetadata client API
RegisterAuthoringTool client API
RelateObjectsToWorkArea client API
RelationshipManagement client API
ReplaceEditableCopyWithMasterCopy client API
ReplaceFiles client API
RestartSchedulerPolling client API
ResubmitDocumentToLoadTask client API
Revise client API
RunDanglingRelsReport client API
SCLBCommunicationManagement client API
SCLBCommunicationManagementDetails client API
SDACopyDataBookContent client API
SDADeleteSDVJob client API
SDAImpactAnalysis client API
SDAManageDataTree client API
SDAManageMarkupLayersForRendition client API
SDARelationshipBuilder client API
SDASDVDownloadValidationReport client API
SDAShowMySDVJobs client API
SDAViewSDVJobSummary client API
SDxCopyWorkflowTemplate client API
SDXCorrelationRules client API
SDxCreateClassObjAndLoad client API
SDxCreateWorkflowStepChecklist client API
SDxCreateWorkflowStepDef client API
SDxCreateWorkflowTemplate client API
SDxDeleteCompletedWorkflows client API
SDXExportDataModal client API
SDXImportDataRoute client API
SDXManageRelatedItems client API
SDxUpdateWorkflowStepChecklist client API
SDxShowMySDVJobs client API
SDxUpdateWorkflowStepDef client API
SDxWorkflowTemplateEditor client API
ShareUrl client API
ShowInbox client API
ShowInboxForObject client API
ShowObj client API
ShowObjModal client API
ShowWorkflow client API
SignOff client API
SignOffWithForm client API
SOPSCommunicationManagement client API
SOPSCommunicationManagementDetails client API
SOPSManageMarkupLayersForRendition client API
SPFCopyConfigAccess client API
SPFCreateEmailDef client API
SPFNContentExtraction client API
SPFUpdateEmailDef client API
StartScheduler client API
StepAcceptAction client API
StepClaim client API
StepRejectAction client API
StepUpdateDates client API
StepUpdateDesc client API
StepUpdateRecip client API
StopScheduler client API
TagExistenceRoute client API
TaskReassignmentConfiguration client API
TerminateObj client API
TerminateWorkflow client API
UnCancelDocument client API
UnClaimObj client API
UndoEditFiles client API
UndoEditOnline client API
UndoSignOff client API
UnlockUserAccount client API
UpdateMethod client API
UpdateReferences client API
UpdateReferredBy client API
UpdateRoleAssignments client API
UpdateWatermark client API
UpdateWidget client API
UploadDocument client API
ViewBatchRenditionLog client API
ViewConsolidatedDataForObject client API
ViewInDocument client API
WebClientExtensibility client API
WebClientExtensibilityMultiple client API
WorkflowDetailsReport client API
XmtlCancel client API
XmtlUndoCancel client API
Workflow process step types
Create document PDF renditions
Create document review objects based on appended recipients
Identify the reviewers in the document review process
Propagate milestone property
Propagate roles or users to a workflow process step
Relate the latest issue purposes to the document
Revise document attached to the change request
Set the target date on the review step
Sign off latest version of the document attached to the change request
Schedule a task to start a review temporary change workflow
Terminate a relationship between the objects
Validate a common relationship between a workflow object and its child objects
Validate a condition against the workflow object
Validate if a document with a given issue purpose has been reviewed
Validate the user email address
Merge workflow process steps
Configuring a computer to support file mode share
Platform recommendations
HxGN SDx2 sessions and licensing
Session inactivity and license expiration
Multiple sessions license consumption
Support, Copyright, and Legal Information
Copyright Notice
Customer Support
Hexagon Policy Against Software Piracy

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