Working with reference files and relationships - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

In HxGN SDx, certain file types, such as MicroStation files, AutoCAD files, and Word files, are called master files, and when attached to a document, can reference other files. The files referenced by the master file can be viewed and edited separately and can reference other files, which creates a nested reference relationship.

The relationships are maintained between the master files and their referenced files using reference relationships during check in, editing, viewing, and so on. These reference relationships are created between the master files and the referenced files when a document is created and has files attached or when a master file is checked back in after editing. These reference relationships are created and updated if you add, edit, or delete any reference files when you edit a master file.

When a master file is attached or checked in, the software reads the headers of all the files. The software first searches for the reference files attached to the master file and then searches for any referenced files that are attached to other documents to create any reference relationships. If the software does not find the reference files, or finds duplicate reference files, you must resolve these issues to create the reference relationship, by default.

The following diagram shows various reference relationships between documents and files.

Reference files

What file types can be attached as reference files to master files?

Before you start creating reference files, you need to understand what files types can be associated as reference files to master files. The following table illustrates what types of reference files (listed down the left side of the table) can be associated with master files of a specific type (listed along the top of the table). For some types of files, specific versions of the software or configurations are required.


Microsoft
Word

Microsoft
Excel

Microsoft
PowerPoint

Linking types

Microsoft Word

OK

OK

Master file should be created using Office XP or a later version.

All

Microsoft Excel

OK

OK

Master file should be created using Office XP or a later version.

All

Microsoft PowerPoint

OK

OK

Master file should be created using Office XP or a later version.

All

Notepad

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

All

JPEG

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

All

BMP

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

All

PDF

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

Master file should be created using Office XP or a later version. The Link and Display as icon check boxes should be selected while creating references.

All