When do I need to create a validation rule?
Create a validation rule when you need to validate the data before you export it to
a target system. The validation rule ensures that the data conforms to the quality
requirements, schema standards, and so on.
How do I ensure that imported data conforms to the object property schema and the
relationship property schema?
The Check Properties Against Schema validation rule ensures that imported data conforms
to the object and relationship property schemas. This rule can be auto-generated when
configuring the system options.
How do I ensure that imported properties are valid on classified items?
The Check Properties Against Classification validation rule ensures that only those
property definitions that are relevant to the object classification of the item can
be imported. The rule checks for attributes on the column sets of the classification
items.
For more information on managing attributes for classifications, see SmartPlant Attribute Manager.
The rule does not validate documents.
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The rule ensures that attributes not applicable for a classification do not get loaded
if they are not defined on the column set related to the object classification. If
no attributes are found for the object classification (SPFPrimaryClassification),
the rule will search for a relevant column set along the hierarchy of the object’s
classification tree till a column set is found and then validate the properties on
the object against this column set.
For example, tags of type pipe and pressure transmitter will have different properties.
A pipe will have properties like paint code and nominal pipe diameter while it does
not make sense for a pressure transmitter to have such properties.
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Also, if the classification was not provided as part of the load job for an existing
object, the classification against which the attribution will be checked can be derived
by the rule from the Target system object.
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If the classification is shared by more than one classified item (for example, SDAAsset
and SDAModel with FDWMaterialClassification), the rule is capable of detecting which
attribution it needs to check against. For example, an Asset is not validated against
a Model column set.
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The rule works in combination with Concurrent Engineering, where tags or assets might
be claimed from As Built, Projects, and so on, and reclassified consequently. The
rule checks for the classification of the object in the appropriate configuration.
For example, an asset can have different classifications in As Built and in Projects,
and the rule checks for the relevant attributes for the classification accordingly.
Validation rules and rulesets
Validation rules verify that the data in an imported record meets the data standards
specified for the target system. Each validation rule contains a formula that evaluates
the imported data in one or more fields and verifies that it matches the existing
criteria and hierarchy found in the target system database. Each validation rule includes
an error message that is recorded in a validation report when the rule returns an
invalid value.
All the validation rules that will be used in a job are grouped into a set. You can
create a validation rule set, and then create the individual rules that will make
up that set. When you create or edit your own custom mappings, we recommend you do not use the
MSR or HEX prefix in the names of the mapping element. For more information, see Configure Data Validator mappings.
For a list of the existing validation rules and their actions supplied with Data Validator, see Validation rules and actions.
You can configure Data Validator to automatically generate validation rules when you create your import mapping. For
more information, see Configure the automatic generation of validation rules and Create a validation rule relationship.
When any validation rule is deleted that contains class definitions, relationship
definitions, or property definitions that are no longer used by Data Validator, those schema items are automatically removed from the database.
What do you want to do?