Create a snapshot of a document version - Integration - Update 44 - Help - Hexagon

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12.1 (2019)
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You can create snapshots of certain types of document versions, typically in preparation for publishing a document from SmartPlant authoring to the data warehouse or as part of the data sheet feature. Creating a snapshot generates an Excel view file and an XML data file. Snapshots provide a view of the document data at the time the snapshot was created. For example, creating a snapshot of a document allows users to publish a particular approved version of the document to the data warehouse. When you create the first snapshot of a version, the software creates and attaches new electronic files that contain the data associated with the document. When you create additional snapshots, the software creates a new version of the document and attaches updated copies of the electronic files with the current data from the database, typically an .xml file with the data from the database and a viewable .xls file. Snapshots can also be compared to other snapshots to view differences.

  1. Find the document version that you want to snapshot.

    SHARED Tip To create a snapshot of a list document, you must create the list document from the List Edit window first.

  2. Right-click the version and click Create Snapshot.

    The document you select to snapshot must be checked in and in the working state. The latest version should not be superseded. If these conditions are not met, you might not see the Create Snapshot command; or if you see the command, the software displays error messages when you click Create Snapshot.

  3. In the New Items window, right-click the version and select Show All Files to see the XML and XLS files created as part of the snapshot.

  • Once the snapshot is created, you can share the Excel file with other people or publish the snapshot to the data warehouse environment; the snapshot contains the data as it existed in the database when the snapshot was created.

  • The snapshot remains attached to the document version so that you can see the data the document contained at the time the snapshot was created.

  • The Excel file created for the snapshot of a list document is based on a default template called Snapshot Template, which has an Excel spreadsheet attached called SPFSnapshotTemplateFile. This template contains several defined names for the title block information and others to locate the data for the related items in the list document.

See Also

Compare Data Sheet Snapshots
Publish a Data Sheet Snapshot