Enable new features in the Update - HxGN SDx - Update 31 - Installation & Upgrade

HxGN SDx Upgrade

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HxGN SDx
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Installation & Upgrade
SmartPlant Foundation / SDx Version
10

If you're upgrading SDx to install an Update, and you want to use a new feature that's been released in that Update, you may need to enable it. This is the last step in the Basic Upgrade Sequence.

This subsection provides a list of the new features and links to instructions for how to enable them. Click on the Update number to see the new features that require manual upgrading for that release. (For details about the new features, improvements, and fixes released with each Update, see HxGN SDx Release Bulletin.)

If an Update is not listed below, there were no manual steps required for that Update.

Update 31

Feature

Description

Summary

Upgrade the outgoing transmittal workflow template

Introduces the ability to set the file type (signed) for the selected transmittal documents.

  1. Copy the latest version of the MSR Outgoing Transmittal Workflow template (MSR SCLBTransmittalLifeCycle), and rename it.

  2. Update Argument 8 (Workflow processing option) with the name of the new copied workflow for the methods listed below:

    • SDACreateOutgoingTransmittal

    • SDACreateOutgoingTransmittalFromMultipleDocuments

  3. If you are upgrading from versions earlier than Update 7, to configure the Offline display item and making Contract optional in the outgoing transmittal form, see Configure the offline transmittal feature.

  4. Load the Transmittal SaveAsDraft Template and Transmittal Document Signed File Type Template template documents delivered and accessible through the Desktop Client.

  5. Refresh the metadata.

Update 28

Feature

Description

Summary

Load the mapping changes for the submittal rejection process

The submittal work process has been improved to better handle the rejected revision.

  • Update your HEX version of the MDR Deliverable Create Map with a copy the latest MSR version.

Update 27

Feature

Description

Summary

Configure the wizard form

Introduces the ability to skip the Prepare Transmittal step by clicking on the Finish button. It also adds a Save As Draft button to the Create Internal Transmittal and the Create Incoming Transmittal forms, which allows you to save your changes and continue with the Prepare Transmittal step at a later time.

  1. Update the HEX version of your internal and incoming transmittal workflow templates with a copy of the MSR template.

  2. Update Argument 8 (Workflow processing option) of the SDACreateIncomingTransmittal, SDACreateInternalTransmittal, SDACreateInternalTransmittalFromMultipleDocuments, and SDACreateIncomingTransmittalFromMultipleDocuments methods with the name of the new template.

  3. Load the Transmittal Internal And Incoming Wizard Form Template template document delivered through the Desktop Client.

  4. Refresh the metadata.

Update 26

Feature

Description

Summary

Manage the document and tag classifications from the Web Client

Introduces the ability to manage specific document and tag classifications from a central location.

  • Load the Classifications Filtering in Config template document delivered through the Desktop Client.

Update 25

Feature

Description

Summary

Upgrade the incoming and internal transmittal workflow templates

Introduces the MSR and HEX versions of the incoming and internal transmittal workflow templates.

  • Load the Transmittal Internal and Incoming HEX Template template document delivered through the Desktop Client.

Remove ENS for incoming transmittal

Allows you to use the transmittal number of the vendor or the supplier instead of the system generated number.

  • Load the Transmittal Incoming ENS Remove Template template document delivered through the Desktop Client.

Configure the copy transmittal method

Introduces the copy methods for the incoming transmittal and internal transmittal workflows.

  1. Load the Copy Transmittal Template template document delivered through the Desktop Client.

  2. If you are using a customized workflow, ensure Argument 8 of the SDACopyIncomingTransmittal and SDACopyInternalTransmittal methods has the name of the customized version of the transmittal workflow.

Configure the documents method for incoming transmittal

Provides the ability to create an incoming transmittal from the Actions menu of one or more signed-off documents.

  1. Load the Create Incoming Transmittal From Multiple Documents Template template document delivered through the Desktop Client.

  2. If you are using a customized workflow, ensure Argument 8 of the SDACopyIncomingTransmittal and SDACopyInternalTransmittal methods has the name of the customized version of the transmittal workflow.

Update 23

Feature

Description

Summary

Restrict upload of unsupported file types

Adds more file types to the feature that restricts the upload of unsupported file types.

  • In Server Manager, update the RestrictedFileExtensions property to include the additional file type extensions.

Upgrade the QA append reviewer workflow template

Modifies the way RFR (Reason for receipt) value is displayed in the To Do List.

  1. Update the HEX version of your QA Append Reviewer Workflow template with a copy of the MSR template.

  2. Update Argument 1 (Workflow name) of the SCLBAddReviewer method with the name of the new template.

  3. Refresh the metadata.

Configure the Grouped Reviews? display item

Introduces the ability to review the metadata information of the documents prior to attaching the documents to the review process.

  1. Update the HEX version of your Incoming Submittal Workflow template with a copy of the MSR template.

  2. Update Argument 8 (Workflow processing option) of the SCLBCreateIncomingSubmittal_MDR, SCLBCreateIncomingSubmittal_MDRMTR, SCLBCreateIncomingSubmittal_MTR, and SCLBCreateIncomingSubmittal_TDR methods with the name of the new template.

  3. Load the Project Grouped Review Flag Template template document delivered through the Desktop Client

  4. Refresh the metadata.

Special procedure for certain implementations:

Enable PKCE flow for Smart API Manager - If you're using Smart API Manager as your authorization server, and if you want to enable the PKCE flow for SAM, you should perform this procedure after your site is updated.

Older updates

Update 22

Upgrade the outgoing transmittal workflow template - Introduces the ability to set the file type for the selected transmittal documents.

Upgrade the change request workflow templates - Introduces the ability to navigate directly to the Prepare Change form from the Create change request form using the Prepare Change button, or skipping the Prepare change request step by clicking on the Finish button. It also adds a Save As Draft button to the Prepare Change form which allows you to save your changes and continue with the Prepare change request step at a later time.

Update 20

Upgrade the QA Review workflow template - SCLBClaimQAConsolidation method - The workflow step precedence handling in the QA Review workflow has been modified.

Upgrade the HEX Internal Review Workflow template - multiple approvers and step precedence - The functionality to handle multiple approvers and the step precedence has been added in the Internal Review workflow.

Update 19

Upgrade the QA Review workflow template - Review progress information - Introduces the ability to get the review progress information in the QA Document Review and QA Document Review Consolidation screens. As a consolidator, using this information, you can decide whether to complete the consolidation or wait for the reviewer to finish reviewing.

Update 17

Manage the accessibility of documents for collaborators - Introduces the ability to manage the accessibility of documents (owned by the originating organization) for a collaborating organization user in the document life cycle.

Update 16

Upgrade the change request workflow templates - Introduces the ability to attach files from your computer to the change request, as well as the option to create a change request from the Actions menu of a document or tag.

Update the API entry point functions to redirect to the search bar - Redirects the delivered SDx API entry point functions to appear in the search bar so you can enter search criteria.

Special procedure for certain implementations:

Enable external authorization service on an updated system - If you're using an external authorization server, such as Okta or Smart API Manager, you should perform this procedure after your site is updated.

Update 15

Change request workflow template update - Reduces the steps in the workflow to provide a simpler process for tracking, reviewing, and coordinating change requests.

Update 14

Hide the collaborative organization option in the document update form - Provides the ability to restrict the availability of Collaboration tab in the document create form for certain classifications.

Upgrade the QA Actions Rejection workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.

Upgrade the QA Append Reviewer workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.

Upgrade the change request workflow templates - Introduces the ability to create a change request from a markup layer, and the automatic selection of markup layers in the Manage Markup Layers page.

Upgrade the work package workflow templates - Introduces the automatic selection of markup layers in the Manage Markup Layers page.

Upgrading the Data Validator mappings - Two versions of the Data Validator mappings (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.

Update 12

Upgrade to the newest incoming submittal workflow template - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.

Update 11

Upgrade the outgoing transmittal workflow template - Makes the transmittal process more efficient and easier to use. The transmittal can be saved as a draft, which allows later addition of more documents.

Update 10

Upgrade the workflow templates for the distribution lists feature - Introduces the ability to create custom distribution lists and share the communication items like transmittals, actions, technical queries, and so on.

Update 7

Configure the offline transmittal feature - The transmittal functionality (offline) has been enhanced in such a way that a company user can share information with organizations that do not have a contract or access to the SDx system.

Update 4

Update 2

Upgrading workflow templates - Two versions of the workflow template (master and editable copies) protect any future upgrades from unwanted side effects and thereby loss of any customization that has been developed for your system.