Publish data from Microsoft Excel - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
Product
SmartPlant Foundation
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Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)
  1. Click SmartPlant > Excel Publish.

    • The availability of the SmartPlant > Excel Publish menu depends on your role assignment and user permissions within a project.

    • Templates that are available for you to use during publish are configured by a system administrator and depends on your role assignment and user permissions within a project.

  2. Click SPF DTC BTN Browser next to the Excel file box, and click the Excel file to publish.

  3. Click SPF DTC BTN Browser next to the Template box, and click the template to use for publish.

    SHARED Tip For information regarding creation of templates, refer to How to Configure the Data Sheet Model.

  4. Click Next.

  5. Enter the SmartPlant Foundation URL, and click Next.

  6. Log in and type the SmartPlant Foundation user name and password when prompted.

  7. Select a plant and click Finish.

  8. Log in and type the SmartPlant Foundation user name and password when prompted.

  9. Perform the following in the Publish window:

    • Select the document to be published from the Selected Documents tree list view.

    • In the Publish tab, select a Revision Scheme and Workflow for the document to be published, select Publish from the Operation list, and click OK.

    SHARED Tip If you receive an error message publishing a very large set of data, see Unable to publish large data sets.

  10. Click Close on the Publish window when the publish operation has completed.

  • Data published is stored in the data warehouse in the appropriate domain.

  • To ensure document is scheduled to be published, refer to Schedulers and Queue Management.

  • To view published data, use Find > Published Data > [Object Type].

  • To publish similar objects again, the same Excel file can be used with the new data appended to it. Removal of existing data from the file will delete the already published objects from the data warehouse.

  • For this release, you cannot publish from a project using the Excel Adapter.