Retrieve Documents to Smart Engineering Manager - Intergraph Smart Engineering Manager - 12 - Help - Hexagon

Smart Engineering Manager allows you to retrieve Project Definition Files and Plant Breakdown Structure (PBS) files. The Project Definition Files and PBS files are created in SmartPlant Foundation and then published. This functionality is available only if you have registered the active plant using the SmartPlant Registration Wizard. See Register from Smart Engineering Manager.

If you logged on to the authoring tool with a user name that is not defined in the integrated environment, you are prompted to log on when you use this command.

1. Select Integration > Retrieve. The Retrieve dialog appears.

   

   • Smart Engineering Manager cannot retrieve the PBS document if the plant and SmartPlant Foundation plant hierarchies are not compatible. In other words, the number of levels in your plant hierarchy can be less than or the same as, but not more than the number of levels in the SmartPlant Foundation plant hierarchy.

   • The Retrieve command searches the SmartPlant Foundation plant for documents that are ready to be retrieved into the authoring tool. These documents appear in the Documents to retrieve list in the Retrieve dialog.

2. In the Document type list box, specify the type of document to be retrieved. The default option is All.

3. Select further filtering options in the Show area of the dialog.

   • Select New documents to only display documents that have not been retrieved previously.

   • Select New versions of retrieved documents to only display documents that are a new version of a previously retrieved document.

   • Select Unchanged documents to display documents that have not been modified since the last retrieval process.

4. Select Documents of all owning groups to display all documents.

5. In the Documents to retrieve list, select each document you want to retrieve. To help identify the documents, review the details in the Type, Revision, Version, and Last Retrieved columns. To quickly select the entire list, select Select All. To quickly cancel the selections, select Clear All.

6. For each document you selected, use the Retrieve Option column to specify whether you want to retrieve the document with the latest data or retrieve it as published.

7. Select OK to retrieve the specified documents.

   

   • Select the Batch retrieve option if you want the retrieve process to run in batch mode. If you select this option, an e-mail message will alert you when the process is complete. Otherwise, the retrieval process begins when you select OK.

   • The Deleted and Unclaimed Objects document is retrieved automatically every time you retrieve, if there is a newer version of this document since the last retrieval. The document is not included in the list, but it is retrieved automatically, when necessary, to ensure that the applicable information is updated.

     • During retrieval, an information dialog appears with a progress bar. If the View Log button on the dialog is enabled, messages are available concerning the operation. These messages can include errors or warnings or even informational messages. Select View Log to see these messages.

8. Select Close when the retrieve process finishes.

9. On the Run Tasks dialog, review the list of tasks in the documents retrieved.

   

10. Select OK to run these tasks. All tasks run when you select OK. You cannot select specific tasks to run.