Prior to configuring the satellite site for Workshare, you should have already created
a site using Smart Engineering Manager at the satellite location. See New Site Server Wizard.
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At each satellite site, subscribe to a satellite slot at the host site by creating a new Workshare collaboration. The host site must provide you with the Workshare password and the satellite template (.sat) file for the satellite slot to which you are subscribing.
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Define user access rights. You must grant at least Modify Settings access rights in the Smart P&ID Options category.
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Using Options Manager in Smart P&ID, adjust the starting sequence numbers for the OPCItemTag, EquipNextSeqNo, InstrLoopNextSeqNo, and PipeRunNextSeqNo settings to avoid duplicate item numbers.
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Using Smart P&ID Options Manager, modify the Export to CAD Definition File entry by changing .xls to Exportlayer.xlsx.
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All satellites use the host plant schemas. During satellite slot creation, the host creates a satellite creation template (.sat) that contains all of the plant schema information needed to create the same schemas at the satellite site. This template file must be sent from the host to the satellite via e-mail, file sharing, floppy disk, CD, and so forth.
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If you are working across multiple sites and are using separate database instances, we suggest using the same user names at the satellites that are used at the host so that creating proxy users is not necessary.
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New plant groups (plants, areas, units, and so forth) cannot be created by standalone satellites or by satellites hosted by a project.
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You cannot create a plant or application data dictionary template at a satellite site. You must create the templates at the host site.