The following rules apply to using the Workshare functionality in an integrated environment:
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You can enable and disable Workshare before or after registering a Greenfield plant.
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You can create satellites and connect to them after registering.
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You cannot register a satellite or a project host.
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You cannot retrieve a PBS document when Workshare is enabled.
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Satellites must transfer drawing ownership back to the host in order for the host to publish the drawings and in order for retrieved documents to have tasks updated within the satellite drawings.
Using the Smart P&ID SmartPlant Menu Commands Within a Workshare Collaboration
The Workshare host can perform actions using the following commands from within Smart P&ID when registered in an integrated environment:
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Publish — Any drawing can be published.
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Retrieve — Any document can be retrieved.
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Correlate — Available to review correlations only if the drawing is read-only with respect to Workshare. No other correlation activity is allowed for read-only drawings. If the drawing is owned with respect to the Workshare site, then all correlation activities are available.
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To Do List — Only available at the Workshare Host for drawings opened with read-write privileges. For drawings opened in read-only mode, commands that modify a drawing, such as the Run To Do List task, are not available. To Do List tasks may be reviewed on drawings for which the host does not have ownership, but these tasks may not be executed unless ownership is assigned to the Host. The To Do List is not available at the Satellite.
See Also