Open a Personalized Menu Configuration File - Integration - Update 44 - Help - Hexagon
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Smart 3D Version
12.1 (2019)
Smart Construction Version
2019(7.0)
SmartPlant Foundation / SDx Version
10
Smart Electrical Version
2019 (9.0)
Smart Materials/Smart Reference Data Version
2020 (10.0)
Smart P&ID Version
9 (2019)
Smart Review Version
2020 (15.0)
Smart Engineering Manager Version
10 (2019)
Smart Interop Publisher Version
13.1 (2019 R1)
Smart Isometrics Version
7.0(2019)
Spoolgen Version
9.0(2019)
SmartPlantĀ® Integration Help
Welcome to SmartPlant Enterprise
Why Integrate?
Presentation Integration
Data Integration
Application Integration
Business Process Integration
Composite Applet Implementation
SmartPlant Enterprise Solutions
SmartPlant Enterprise for Engineering, Procurement, and Construction
SmartPlant Enterprise for Owner / Operators
SmartPlant Enterprise Components
3D Modeling and Visualization
Information Management
Engineering and Schematics
Procurement, Fabrication, and Construction
SmartPlant Alliance Program
SmartPlant Enterprise Integration Methods
SmartPlant Enterprise Full Integration
Data Flow Between the Authoring Tools
Data Flow Between Authoring Tools Overview Diagram
Data Published to the Data Warehouse
Data Published to the Data Warehouse Overview Graphic
Data Flow to Smart Construction
Data Flow to Smart Construction Diagram
SmartPlant Basic Integration
A Comparison of Full and Basic Integration
SmartPlant Direct Integration
Understanding Integration Concepts
Using Workflows in an Integrated Environment
Using Adapters in an Integrated Environment
SmartPlant Enterprise Integration Examples
Data Exchange Examples for Integration
SmartPlant Foundation Integration Examples
SmartPlant Foundation Data Exchange Example Graphic
Smart P&ID Integration Examples
Smart P&ID Data Exchange Example Graphic
Smart Instrumentation Integration Examples
Smart Instrumentation Data Exchange Example Graphic
Smart Electrical Integration Examples
Smart Electrical Data Exchange Example Graphic
Smart 3D Integration Examples
Smart 3D Data Exchange Example Graphic
PDS Integration Example
PDS Material Data & SmartPlant Publisher Data Exchange Example
SmartPlant Isometrics Data Exchange Example
SmartPlant Isometrics Data Exchange Example Graphic
SmartPlant Spoolgen Data Exchange Example
SmartPlant Spoolgen Data Exchange Example Graphic
Smart Review Integration Examples
Smart Review Information Exchange Example Graphic
Smart Construction Information Exchange Examples
Smart Construction Information Exchange Example Graphic
Smart Construction Information Exchange Example Graphic (cont.)
SmartPlant Master Tag Registry Integration Example
SmartPlant Master Tag Registry Integration Example Graphic
Smart Interop Publisher Integration Examples
Smart Interop Publisher Integration Example Graphic
Licensing Information
SmartPlant Enterprise Software Versions
SmartPlant Enterprise Data Flow Diagrams
Product Compatibility
SmartPlant Enterprise Integration Diagrams
SmartPlant Enterprise Integration Overview - Publish to Data Warehouse
SmartPlant Enterprise Integration Overview - Publish and Retrieve
SmartPlant Enterprise Integration Overview - Smart Construction
Data Exchange Overviews by Product
SmartPlant Foundation Data Exchange Example
Smart 3D Data Exchange Example
Smart Electrical Data Exchange Example
Smart Instrumentation Data Exchange Example
Smart P&ID Data Exchange Example
Smart Construction Information Exchange Example
SmartPlant Isometrics Data Exchange Example
SmartPlant Spoolgen Data Exchange Example
Smart Interop Publisher Data Exchange Example
Smart Review Information Exchange Example
PDS Material Data & SmartPlant Publisher Data Exchange Example
Tools Interfaces with External and Third-Party Applications
SmartPlant Foundation and external applications
Smart 3D and External 3D Interface Formats
Smart 3D and external 2D interface formats
Smart Electrical and external applications
Smart Instrumentation and external applications
Smart P&ID and external applications
Smart Construction and external applications
SmartPlant Isometrics and external applications
Smart Interop Publisher and external applications
Smart Review and external applications
SmartSketch and external applications
Smart Reference Data and external applications
PDS 3D and external applications
CAESAR II and external applications
CADWorx Design Review and external applications
CADWorx Plant and external applications
CADWorx Structure and external applications
CADWorx P&ID and external applications
PV Elite and external applications
SmartPlant Enterprise Integration User Guide
Learn Integration Basics
Integration Terminology
Understand the Integration Workflow
Common Integration Tasks
Intercompany Collaboration 2 (ICC2)
Authoring Tools in an Integrated Environment
Registering Authoring Tools
Register an Authoring Tool
SmartPlant Registration Wizard
SmartPlant Registration Wizard - SmartPlant Foundation URL
SmartPlant Registration Wizard - SmartPlant Foundation Plant
Accessing the SmartPlant Foundation Desktop Client
Compare a Document Revision with the Corresponding Tool Document
Revising Documents
Revise a Document
Scenarios for Revision Scheme Behavior
Revise a New Document
Publish a New Document Before Revising
Change the Revision Scheme Supplied by the Tool
Revise an Existing, Previously Published Document
Publish an Existing Document Revised by a Disconnected Tool
Revise Dialog
Publishing in an Integrated Environment
Publish Documents
Publish Documents as Files
Allow Users to Publish Documents to a Default Workflow
Publish Workflows
Publishable documents from tools
Revisable and Locked Documents
Publish Dialog
Publish Tab (Publish Dialog Box)
Batch Publish Dialog Box
Document Properties Dialog Box
Publish to File Dialog Box
Find Documents to Publish
Find Documents to Publish Dialog
Find Documents to Publish dialog - Document Types
Find documents to terminate
Compare Current Data with Published Versions
Compare with Published Version Dialog Box
Retrieving in an Integrated Environment
Retrieve Documents
Retrieve Dialog Box
Correlating Items in an Integrated Environment
Correlate Items Automatically During Publish
Correlate Items from a New Tool
Using SmartPlant Foundation in an Integrated Environment
SmartPlant Basic Integration
Comparing Documents
Work Process Considerations
Compare Document Versions
View and Compare Document Versions
Comparing Published Items
Work Process Considerations
Compare Design Basis Objects to the Design
Work Process Considerations
Compare Design Basis Documents to the Design
Work Process Considerations
Compare with Design
Work Process Considerations
Compare Current Data with Published Versions
Work Process Considerations
Correlating Items
Correlate Items Manually After Publish
Work Process Considerations
Correlate Items Automatically During Publish
Correlate Items from a New Tool
Correlate Items from PDS or AVEVA PDMS
Manage Tasks in the SmartPlant Foundation To Do List
Show or Hide the To Do List
Refresh the To Do List
Show or Hide the Checklist Preview Pane in the To Do List
Acknowledge an Information Step
Complete a Step in a Workflow
Indicate a Step that Cannot Be Completed
Approve a Step in a Workflow
Reject a Step in a Workflow
Reassign a Step to Another User or Role
Navigate and Report on Published Data
Work Process Considerations
Viewing a 2D File
Viewing a 3D Model
Select a Standard Isometric or Orthographic View
View an Item in a Drawing
View an Item in the Model
View an Item in Smart Review
View a Model in Smart Review
View Shared Objects
View all published documents that contain a shared object
Creating Data in SmartPlant Foundation
Register SmartPlant Foundation
Generate and Edit an Instrument Data Sheet (IPD) Online
Data sheet and data list basics
Edit Microsoft Excel security settings for data sheets and data lists
Integrated Line Lists
Creating line lists from Smart P&ID data
Create a Line List Record Document
Create a snapshot of a document version
Compare Data Sheet Snapshots
Publish in SmartPlant Foundation
Query for Published Document
Publish Custom Properties on Document Objects from Tools to SmartPlant Foundation
Revisable and Locked Documents
Publish a Data Sheet
Publish a Data Sheet Snapshot
Publish a Line List Document Snapshot to the Data Warehouse
Publishing Large 3D Models to SmartPlant Foundation
Publish the 3D Model in Smart 3D
Publish the 3D Model in PDS
Publish the 3D Model in AVEVA PDMS
Query for a 3D Composite Document in SmartPlant Foundation
View the 3D Model in SmartPlant Foundation
Create a 3D Composite Document Manually
Add or Remove Relationships for Composite 3D Documents
Retrieve in SmartPlant Foundation
Retrieve a Data Sheet
Retrieve Data into the Line List Application
Using SmartPlant Master Tag Registry in an Integrated Environment
Register from SmartPlant Master Tag Registry
Create an authored document and associate tags
Create a snapshot of an authored document
Publish tags
Using Smart Engineering Manager in an Integrated Environment
Using Smart P&ID in an Integrated Environment
Using Smart Electrical in an Integrated Environment
Retrieve Documents to Smart Electrical
Using the To Do List
Open the To Do List
Modify To Do List Task Properties
Run Tasks from the To Do List
Filter To Do List Tasks
Sort To Do List Tasks
Defer Tasks from the To Do List
Remove Tasks from the To Do List
Display Deleted To Do List Tasks
Ignore To Do List Tasks
Ignore Task Properties
Display Ignored To Do List Tasks
Update the To Do List Display
Compare a Document with a Published Version
Publish Documents from Smart Electrical
Find Documents to Publish from Smart Electrical
Using Smart Instrumentation in an Integrated Environment
Using Smart 3D in an Integrated Environment
Using Smart Construction in an Integrated Environment
Using Smart Interop Publisher in an Integrated Environment
Using PDS in an Integrated Environment
Using Smart Review in an Integrated Environment
Using SmartPlant Isometrics in an Integrated Environment
Using SmartPlant Spoolgen in an Integrated Environment
Debug and Error Logging in SmartPlant Integration
Enable Debug Logging
SmartPlant Integration Error Messages
SmartPlant Enterprise Integration Administrator Guide
Setting Up an Integrated Environment
Forward and backward schema compatibility
Understanding Integration Concepts
Using Adapters in an Integrated Environment
Integration Work Process Overview
Typical Integration Set Up Workflow
Work Process Recommendations
Install SmartPlant Applications
SmartPlant Foundation
Smart P&ID
Smart Electrical
Smart Instrumentation
Smart 3D
PDS
Smart Review
SmartPlant Isometrics
Smart Construction
Smart Interop Publisher
Configure SmartPlant Foundation for Integration
Site Configuration
Security Configuration
File Server Configuration
Vault Configuration
Configure vaults by configuration
Force a class of object to a vault
Configure alternative vaults for different object classes
Creating an alternate plant breakdown structure (PBS)
Remove the existing PBS structure
Check out and launch the CMF file
Define a custom PBS hierarchy from a template
Define a custom PBS hierarchy
Check in the CMF and load schema changes
Generate component schema files
Generate authoring schema and load files
Load alternate PBS objects
Create a new plant and structure
Plant Naming Guidelines
Associate a vault with the new plant
Register and publish the PBS
Restrict Correlation of Published Objects
Configuring Integration Options in the SmartPlant Foundation Desktop Client
Configure Automatic process of moved objects
Configure Allow skipping revisions
Configure properties to display on Retrieve dialog box
Configure an authoring tool to support publish from the plant or project level
Configure Validate publish data
Activate email notifications on scheduled publishes
Configuring central document allocation
Using owning groups with Publish and Retrieve
Configure Retrieve option
SmartPlant Enterprise Internationalization
Create a Plant Hierarchy in the Tools
Create a Plant Structure in SmartPlant Foundation
Setting the active scope
Create a plant
Create a project
Create an area
Create a unit
Associate a vault
Include plants in a configuration
Publish the Plant Breakdown Structure (PBS)
SmartPlant Foundation as an Authoring Tool
Authoring Applications in SmartPlant Foundation
Register SmartPlant Foundation as a Tool
Register SmartPlant Foundation
Find Registered Tools
Smart 3D in an Integrated Environment
Smart Engineering Manager in an Integrated Environment
Smart Electrical in an Integrated Environment
Tool Requirements for Integrating Smart Electrical
Configuring Smart Electrical for Integration
Preparing the Integrated Environment
Mapping for SmartPlant Integration
Register Command (SmartPlant Menu)
Smart P&ID in an Integrated Environment
Smart Instrumentation in an Integrated Environment
PDS in an Integrated Environment
Smart Review in an Integrated Environment
SmartPlant Isometrics in an Integrated Environment
Smart Construction in an Integrated Environment
Aspen Basic Engineering in an Integrated Environment
Configuring Aspen Basic Engineering for Integration
Using Aspen Basic Engineering in an Integrated Environment
Registering Aspen Basic Engineering with SmartPlant Foundation
Open the Aspen Basic Engineering Workspace
Retrieve the PBS Document from SmartPlant Foundation
Mapping and Schema Configuration
SmartPlant Schema Overview
Configuration Managed Files (CMFs)
SmartPlant Schema Modification Rules
Schema modification rules
Rule enforcement
Creation rules
Deletion rule
Revision rule
SmartPlant Mapping Overview
Defining Authoring Tool Mapping
Mapping Directly Against the SmartPlant Schema
Publish Custom Properties on Document Objects
Example: Publishing custom properties on a document object
Add the custom properties to the drawing
Check out and launch the CMF file
Synchronize the tool map schema with the Smart P&ID database
Add the custom properties to the SmartPlant schema
Map the custom document properties
Create the custom properties to the SmartPlant Foundation authoring schema
Load the updated schema file into SmartPlant Foundation
Schema Editor Guide
SmartPlant Schema Editor Overview
SmartPlant Schema Overview
Class Definitions
Model Definitions
Shared Object Definitions
Interface Definitions
Property Definitions
Enumerated Lists
Units of Measurement
Relationship Definitions
Edge Definitions, Graph Definitions, and View Definitions
Edge Definitions
Graph Definitions
View Definitions
Meta Schema
Component Schemas
XML Files
UML Notation
Forward and Backward Schema Compatibility
Schema Editor User Interface
Standard Workflows Window
Schema Editor Toolbars
Schema Editor - Standard Overview
Open a Startup File
Open a Schema
Open Other Schema Files
Set the Active Schema File
Open a Tool Schema
Synchronize Another Tool Map Schema with Tool Metadata
Search for Schema Objects
Search for Tool Schema Objects
Define Mapping
Other Workflows Dialog Boxes
Personalized Menus
Schema Editor Roles
Create a Personalized Menu Configuration
Open a Personalized Menu Configuration File
Define the Storage Location for Your Personalized Menu Configurations
Modify an Existing Personalized Menu Configuration
Layouts
Create a Layout
Schema Editor Naming Rules
Define Naming Rules for Objects
Opening and Using Files in the Schema Editor
Configuration Managed Files (CMFs)
Viewable Configurations
Editable Configurations
Multiple Editable Configurations
Single Active Configuration with New Objects in Multiple Configurations
Pseudo Files
Special Configuration Commands
Allow Multiple Users to Edit the Same CMF File
Session Files
Open a Session File
Create a Session File
File Configurations
Create a File Configuration
Open a File Configuration
Modify a File Configuration
Set Dependencies for a Schema File
Opening Files
Open a Schema
Set the Active Schema File
Open a Tool Map Schema
Set the Active Tool Schema File
Open a Data File
Open a Data File Set
Compare a Data File Set
Navigating Files and Data in the Schema Editor
Tree View: An Example
Tree/Table View: An Example
Tree/Viewable UML View: An Example
Tree/Editable UML View: An Example
Create a UML Diagram
Align Objects in Editable UML Views
Remove Objects from Editable UML Views
Clear Editable UML Views
Open Saved UML Views
Auto-Generate UML Diagrams Based on Published Data
Tree/MultiTab View: An Example
View Options
Set View Options
Finding Objects in the Schema Editor
Find Objects Using Search Criteria
Find Objects by Class
Find Objects Using Simple Criteria
Keyword Search
Find Objects Using Predefined Named Query
Find Objects by Interface
Simple Interface-Based Query
Full Interface-Based Query
Filtered Interface-Based Query
SmartPlant Schema Documentation
View SmartPlant Schema Documentation
Extending the SmartPlant Schema
Naming Conventions in the SmartPlant Schema
Patterns and Abstract Roles
SmartPlant Schema Modification Rules
Schema modification rules
Rule enforcement
Creation rules
Deletion rule
Revision rule
All object types
Class definitions
Interface definitions
Property definitions
Enumerated lists
Enumerated entries
Unit of measure lists
Unit of measure
Relationship definitions
Shared object definitions
Create New Schema Objects
Create a Class Definition
Create a Component Schema
Create an Interface Definition
Create a Property Definition
Create an Enumerated List
Import Enumerated List Entries from a Spreadsheet
Create a Unit of Measure List
Create a Relationship Definition
Create an Edge Definition
Create a Graph Definition
Create a View Definition
Create a Relationship Between Schema Objects
Modifying Objects and Relationships in the Schema
Modify Existing View and Graph Definitions
Extending the Schema for SmartPlant Integration
Open the CMF File for Editing
Create a New Pseudo File in the Schema Editor
Merge a Previously Generated Schema into a Pseudo File
Convert an Existing Pseudo File into a Physical Pseudo File
Create new objects and relationships in the schema
Check in the updated CMF file
Extract the schema file to load
Prepare the pseudo file data to be loaded into SmartPlant Foundation
Load schema changes into the database
Load the pseudo file changes into the data warehouse database
Regenerate the component schema files
Import Existing Customizations in Extensions.xml into the CMF File
Move Customizations from Project to Project
Extend the Existing Stand-Alone SmartPlant Foundation Schema
Create a schema extension file
Add a new schema file to a configuration file
Create new objects and relationships in the software
Load stand-alone schema changes into SmartPlant Foundation
Using Excel to Export and Import Schema
Export the Schema to Excel
Export Schema Containers
Export Pseudo File Configurations
Export a Displayed View
Edit in Excel
Excel (.xlsm) File
Special Behavior Supported While Editing the Excel Workbook
UIDs File
Import Data into Schema Editor
Import from Excel
Publish and Retrieve File Types for Tools
Externalize Authoring Tool Metadata
Create a New Document Type that Existing Tools Can Publish and Retrieve
Update Document Types that Existing Tools Can Publish and Retrieve
Generate Authoring Tool Metadata Files
Comparison
Compare Files
Set Properties to Ignore During Comparison
Full Comparison: An Example
Detect Tombstones
Detect New UIDs for Named Objects
Tombstone Comparison Results: An Example
Selectively Update
Validate Schemas
Validate Files
Automatic Validation
Set Validation Message Filtering
Verification of Tool Map Schema and Data Files
Verify Publish Tool Map Schemas
Verify Publish Data Files
SmartPlant Mapping Overview
Tool Map Schemas
Tool Schema Models
Tool Map Schema Objects
Mapping Relationship Definitions
Cardinalities for Mapping
Types of Mapping for Map Class Definitions
Using View Definitions to Define Mapping
Mapping Directly Against the SmartPlant Schema
Map Enumerated List and Map Unit of Measure List Mapping
Authoring Tool Mapping
Viewing Authoring Tool Mapping
View Tool-to-SmartPlant Mapping in a Viewable UML View
View Tool-to-Tool Mapping in a Editable UML View
View Tool-to-Tool Mapping for Classes and Properties
View Tool-to-Tool Mapping for Enumerated Lists
View Tool-to-Tool Mapping for Units of Measure
Export Tool Mapping to a Spreadsheet
Mapping with Metadata Adapters
Authoring Metadata Adapter Mapping Terminology
Rules for Modifying and Saving Metadata with Metadata Adapters
Smart 3D Metadata Adapter
Smart Electrical Metadata Adapter
Smart Instrumentation Metadata Adapter
Smart P&ID Metadata Adapter
Tools without Metadata Adapters
Connecting to a SmartPlant Foundation Plant
Tool Objects Required for Metadata Adapters
Synchronizing Tool Map Schemas with Tool Metadata
Comparing Tool Map Schema with the SmartPlant Schema
Disabling and Enabling Mapping
Validate the Schema for Loading
Filtering the Data Loaded into the Publish Domain
Work Processes for Mapping for Tools with Metadata Adapters
Before You Begin Mapping for Tools with Metadata Adapters
Synchronize Tool Metadata with the Tool Map Schema
Synchronize Dialog Box
Mapping New Objects Originating in the Tool Metadata
Add Objects to the Tool Metadata
Check Out the CMF and Launch Schema Editor
Synchronize the Tool Map Schema with the Tool Metadata
Add Objects to the SmartPlant Schema
Map Between the Tool and the SmartPlant Schema
Load the Updated Schema into SmartPlant Foundation
Mapping Objects Created in the Authoring Tool
Create and Map New Enumerated List Entries Starting in the Tool
Create and Map New String Properties Starting in the Tool
Create and Map New Properties with Enumerated Lists Starting in the Tool
Automatically Create and Map New Enumerated Entries Created in the Tool
Automatically Create and Map New Properties Created in the Tool
Automatically Correlate New Tool Map Objects with Schema Objects
Automatically Correlate a Tool Enumerated List with a Schema Enumerated List
Disable or Enable an Existing Property Relationship in the Schema
Unmap Existing Properties in the Schema
Mapping New Objects Originating in the SmartPlant Schema
Check Out the CMF and Launch Schema Editor
Synchronize the Tool Map Schema with the Tool Map Schema
Add Objects to One of the Tool Map Schemas
Add Objects to the SmartPlant Schema
Define Mapping Between the Tool Map Schema and the SmartPlant Schema
Compare the Tool Map Schema to the SmartPlant Schema and Resolve the Differences
Load the Updated Schema into SmartPlant Foundation
Mapping Objects Created in the SmartPlant Schema
Create and Map New Enumerated List Entries Starting in the SmartPlant Schema
Create and Map New String Properties Starting in the SmartPlant Schema
Create and Map New Properties with Enumerated Lists Starting in the SmartPlant Schema
Import Enumerated List Entries from a Spreadsheet
Compare a Tool Map Schema to the SmartPlant Schema
Map Publish and Retrieve Properties in the Map Environment
Filter the Mapping Objects in the Map Environment
Map Environment Color Legend
Create Mapping for Enumerating Lists in Map Environment
Create Mapping for Enumerated Lists in Graphical Mapping
Create Mapping for Enumerated Lists with MultiMap Editor
Create SmartPlant Schema Enumerated Lists from Mapping Table
Auto-correlate SmartPlant Schema Enumerated Lists in Mapping Table
Mark Individual Map Enumerated Lists as Not to be mapped
Mark Multiple Map Enumerated Lists as Not to be mapped
Modify Reference Files with the Integrated Reference File Environment
Filter the Reference File Objects in the Integrated Reference File Environment
Integrated Reference File Environment Color Legend
Configure the Reference File List
Copy Objects from Reference File to Target File
Create, Edit, and Open Excel Instructions Files
Map Publish and Retrieve Properties in a Graphical View
Create Mapping for Classes in Graphical Mapping
Create Mapping for Enumerated Lists in Graphical Mapping
Create Mapping for Units of Measure in Graphical Mapping
View Mapping Relationships in Graphical Mapping
View and Map Properties in the Graphical Mapping Table
Filter Options for Graphical Mapping
Display Options for Graphical Mapping
Resize the Graphical Mapping Tree View
Delete Relationships for Graphical Mapping
Create a Layout to Display Graphical Mapping Views
Work Process for Mapping for Tools without Metadata Adapters
Understanding Mapping
Add an Object to the Tool Metadata
Check out the CMF and Launch the Schema Editor
Add Objects to the SmartPlant Schema
Add Objects to a Tool Map Schema
Create a Map Class Definition
Create a Map Property Definition
Create a Map Edge Definition
Create a Map Enumerated List Definition
Import Enumerated List Entries from a Spreadsheet
Define Mapping Between the Tool Map Schema and the SmartPlant Schema
Define Publish Mapping for Tool Properties
Define Retrieve Mapping for Tool Properties
Define Mapping for a Tool Enumerated List
Define Mapping for a Tool Unit of Measure List
Create a Map Unit of Measure List Definition
Create Temporary Smart 3D Enumeration Mapping Relationships
Remove incomplete schema relationships
Distribute the Modified Tool Map Schema and SmartPlant Schema
Load the Updated Schema into SmartPlant Foundation
Mapping with Metadata Adapters
Authoring Metadata Adapter Mapping Terminology
Rules for Modifying and Saving Metadata with Metadata Adapters
Smart 3D Metadata Adapter
Smart Electrical Metadata Adapter
Smart Instrumentation Metadata Adapter
Smart P&ID Metadata Adapter
Tools without Metadata Adapters
Connecting to a SmartPlant Foundation Plant
Tool Objects Required for Metadata Adapters
Synchronizing Tool Map Schemas with Tool Metadata
Comparing Tool Map Schema with the SmartPlant Schema
Defining Authoring Tool Mapping
Work Processes for Mapping for Tools with Metadata Adapters
Before You Begin Mapping for Tools with Metadata Adapters
Synchronize Tool Metadata with the Tool Map Schema
Synchronize Dialog Box
Mapping New Objects Originating in the Tool Metadata
Add Objects to the Tool Metadata
Check Out the CMF and Launch Schema Editor
Synchronize the Tool Map Schema with the Tool Metadata
Add Objects to the SmartPlant Schema
Map Between the Tool and the SmartPlant Schema
Load the Updated Schema into SmartPlant Foundation
Mapping Objects Created in the Authoring Tool
Create and Map New Enumerated List Entries Starting in the Tool
Create and Map New String Properties Starting in the Tool
Create and Map New Properties with Enumerated Lists Starting in the Tool
Automatically Create and Map New Enumerated Entries Created in the Tool
Automatically Create and Map New Properties Created in the Tool
Automatically Correlate New Tool Map Objects with Schema Objects
Automatically Correlate a Tool Enumerated List with a Schema Enumerated List
Disable or Enable an Existing Property Relationship in the Schema
Unmap Existing Properties in the Schema
Mapping New Objects Originating in the SmartPlant Schema
Check Out the CMF and Launch Schema Editor
Synchronize the Tool Map Schema with the Tool Map Schema
Add Objects to One of the Tool Map Schemas
Add Objects to the SmartPlant Schema
Define Mapping Between the Tool Map Schema and the SmartPlant Schema
Compare the Tool Map Schema to the SmartPlant Schema and Resolve the Differences
Load the Updated Schema into SmartPlant Foundation
Mapping Objects Created in the SmartPlant Schema
Create and Map New Enumerated List Entries Starting in the SmartPlant Schema
Create and Map New String Properties Starting in the SmartPlant Schema
Create and Map New Properties with Enumerated Lists Starting in the SmartPlant Schema
Import Enumerated List Entries from a Spreadsheet
Compare a Tool Map Schema to the SmartPlant Schema
Work Process for Mapping for Tools without Metadata Adapters
Understanding Mapping
Add an Object to the Tool Metadata
Check out the CMF and Launch the Schema Editor
Add Objects to the SmartPlant Schema
Add Objects to a Tool Map Schema
Create a Map Class Definition
Create a Map Property Definition
Create a Map Edge Definition
Create a Map Enumerated List Definition
Import Enumerated List Entries from a Spreadsheet
Define Mapping Between the Tool Map Schema and the SmartPlant Schema
Define Publish Mapping for Tool Properties
Define Retrieve Mapping for Tool Properties
Define Mapping for a Tool Enumerated List
Define Mapping for a Tool Unit of Measure List
Create a Map Unit of Measure List Definition
Create Temporary Smart 3D Enumeration Mapping Relationships
Remove incomplete schema relationships
Distribute the Modified Tool Map Schema and SmartPlant Schema
Load the Updated Schema into SmartPlant Foundation
Map Publish and Retrieve Properties in a Graphical View
Create Mapping for Classes in Graphical Mapping
Create Mapping for Enumerated Lists in Graphical Mapping
Create Mapping for Units of Measure in Graphical Mapping
View Mapping Relationships in Graphical Mapping
View and Map Properties in the Graphical Mapping Table
Filter Options for Graphical Mapping
Display Options for Graphical Mapping
Resize the Graphical Mapping Tree View
Delete Relationships for Graphical Mapping
Create a Layout to Display Graphical Mapping Views
Smart 3D Mapping Rules
Schema Mapping
General Information about Schema Mapping
Schema Mapping Rules
Maintaining Tool Map Schemas
Mapping Rules and Limitations
Class Mapping for Correlation (SP3DPublishMap.xml)
Select and Process Criteria for Publish and Retrieve Mapping
Create a Custom PBS Hierarchy
Removing Mapped Properties
Remove Mapped Properties
Using Catalog Data in an Integrated Environment
Smart Electrical Mapping Rules
Schema Mapping
General Information About Schema Mapping
Mapping Rules and Limitations
Objects and Relationships
MapProperty
MapClass
MapEnumList
MapEnum
Tool Schema Data Model Diagram
Publish Operation Description
Retrieve Operation Description
Smart Engineering Manager Mapping Rules
Mapping for SmartPlant Integration
Smart Instrumentation Mapping Rules
Schema Mapping for Smart Instrumentation
General Information About Smart Instrumentation Schema Mapping
Upgrading the Smart Instrumentation Tool Schema for a New Software Version
Upgrade the Smart Instrumentation Tool Schema
Workflow for Extending the Smart Instrumentation Schema
Modify the Smart Instrumentation Tool Schema for a Custom Plant Hierarchy
Synchronizing Smart Instrumentation Schemas
Synchronize the Map Schema File with the Smart Instrumentation Tool Schema
Define a Schema for Smart Instrumentation
Export a New Smart Instrumentation Schema Configuration
Define and Map Smart Instrumentation DDP Data
Smart P&ID Mapping Rules
The SmartPlant Adapter and Tool Schema
Tool Schema Location
The Tool Schema Data Model
MapClass
MapProperty
MapEnumList
MapEnum
MapUoMList
MapUoM
Property Conversions
Hierarchical Enumerated Lists
Catalog Index
Drawing
Equipment
Instrument
PipeRun
PipeLine
Aspen Basic Engineering Mapping Rules
Smart 3D Mapping Examples
Schema Evolution Rules
Smart 3D Mapping Examples
Example: Mapping for Retrieve
Example: Mapping for Publish
Support, Copyright, and Legal Information
Copyright Notice
Customer Support and Technical User Forum
Hexagon Policy Against Software Piracy