Create Specs Using the Module Import Method - Intergraph Smart Instrumentation - Help

Prerequisites

• In Smart Instrumentation, create a target spec form with the appropriate process function.

• Make sure that the instrument tags in your source already exist in Smart Instrumentation.

• Make sure that all the source tags have the same process function as the target spec form. Tags that do not have the same process function are rejected by the Import Utility and you cannot import data from your source.

1. On the Link Definitions dialog, create an import link as follows:

   1. In the Link box, type a unique link name.

   2. Under Import method, select Module (multiple tables).

   3. Under Name of module or table, select Specifications.

   4. Complete the import link creation.

2. Open the Link Properties dialog, and select the Specs tab.

3. Under Specifications module, do the following:

   1. From the Specification form list, select the target spec form.

   2. Clear Import to multiple- item specification sheets.

4. Under Specification sheet options, to define the target spec document numbers, do one of the following:

   • Select Use custom drawing name to import spec document numbers from the source. You can then map the Spec Drawing Name field in the Import Link window.

   • Clear Use custom drawing name to set the Import Utility to create specs with default document numbers.

   Document numbers in the import source must be unique for each instrument.

5. Select Include revisions in import to import spec revisions from the source. You can then map the Spec Revision No field in the Import Link window.

   If you clear this check box, you cannot import any specification revision data using the current import link.

6. Select Use custom drawing name for process data to import source document numbers for process data sheets. You can then map the Process Data Drawing Name field in the Import Link window.

   

   • Even if the target spec form does not contain fields from process data tables and you do not import any process data value with the spec, after you map the document numbers for process data sheets and run the import process, the Import Utility creates an empty process data sheet in Smart Instrumentation and associates it with the instrument for which you created the spec.

   • If you clear this check box, if you import any process data value, when creating a spec, the Import Utility also creates a process data sheet and assigns a default document number to the process data sheet.

   • Document numbers in the import source must be unique for each instrument.

7. In the Import Link window, open the import link.

8. In the Target pane, define the import mapping as follows:

   1. If the source tag does not have process data cases, in the CASE_NAME field, type '' (or '*' if the database platform is SQL Server).

   2. Select the Tag No field, and then, from the Source pane, drag the column containing the tag numbers.

   3. Depending on the link properties, define mapping for the Spec Drawing Name, Spec Revision No, and Process Data Drawing Name fields.

   4. If you define mapping process data fields belonging to the PD_GENERAL table, map the Upstream Condition field, which is actually the Fluid State field.  For details, see Fluid State Mapping Codes for Process Data Import.

9. If needed, complete the import mapping by dragging the appropriate column names from the Source pane or by entering strings or values in the fields in the Target pane.

10. Import the data.

See Also

Flow of Activities for Importing Data into Smart Instrumentation
Process Function Mapping Codes for Instrument Index Import