Allow Multiple Users to Edit the Same CMF File - Integration - Update 44 - Help - Hexagon

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12.1 (2019)
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2019(7.0)
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2019 (9.0)
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2020 (10.0)
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If multiple users need to simultaneously edit the same schema CMF file, the following procedure should be followed:

  • Check the CMF file out of SmartPlant Foundation. The CMF file that is checked out should be considered the master version.

  • Copy the CMF file as many times as needed and distribute to other users/machines.

  • When a user is ready to check in changes, follow the procedure described in Merging Individual Changes into the Master CMF File.

  • When all users have merged in their changes, check the master CMF file into SmartPlant Foundation.

    Perform interim check in operations as often as you wish.

Merging Individual Changes into the Master CMF File

The following procedure, if not executed correctly, can have undesirable results. Therefore, it is strongly urged that the individual doing the merges follow this procedure very carefully.

  1. Before merging a CMF file into the master, each configuration that was modified in that CMF file should be validated and all problems (all errors, some of the warnings) detected during validation be resolved. Failure to validate the configurations in this CMF file will result in those validation problems being passed on to the master CMF file.

  2. After all modified configurations have been successfully validated (such as, no problems detected during validation), the CMF file is ready to be merged.

  3. Using the Schema Editor, open the master CMF file and set the active configuration to the first (next) configuration to be updated from the other CMF file.

  4. Click File > Compare with File > Schema File > Schema Configuration in Another File > Selectively Update Active Configuration.

    Or, click Compare on the Overall Workflows dialog box, then click Schema Configuration in Another File > Selectively Update Active Configuration from the shortcut menu.

  5. In the Open CMF File for Comparison dialog box, select the other CMF file (such as, the one that is not the master) from which to update.

  6. In the Set Comparison Configuration dialog box, select the configuration in the other CMF file that should be used.

    Be careful to pick the same configuration as the active configuration that was used for the master CMF file.

  7. Select OK to begin the comparison.

    After the comparison is performed, the differences are displayed in the Selectively Update dialog box. In the tree view, the differences are grouped as New Objects, Modified Objects, and Deleted Objects.

  8. Check the object groups to update. By default, none of the nodes are checked and simply selecting OK before checking any of the boxes will result in no updates.

  9. Expand the nodes to view more information about the objects that were added, modified and deleted.

    Checking a node in the tree will check that parent node and all children nodes. For example, checking Modified Objects checks all the nodes for all the modified objects. Likewise, clearing a node will clear all the children nodes.

    To view information about an object in the list, click the node for that object. For a new or deleted object, the edit dialog box for that object appears. For a modified object, the View/Compare Objects dialog box displays the differences in the object.

    • In almost all cases, the New Objects node should be checked, indicating that all objects and relationships created within the other CMF file should be copied to the master CMF file.

    • For Modified Objects, the user should go through each object individually and click it to see the differences (form above). The user should then make a decision for that object whether the differences on the right should replace the object on the left. If the decision is yes, then that node should be checked. If the decision is no, then that node should be left unchecked. Unfortunately, there is no support for taking some of the changes.

    • In general, none of the Deleted Objects should be checked. However, the user may want to go through the nodes for the individual deleted objects and decide that some of them actually should be deleted.

  10. When all changes are identified, click OK on the Selective Update dialog box to update the active configuration in the master CMF file with the selected additions and changes.

  11. When complete, exit the Schema Editor and save the changes to the master CMF file.

    If more than one configuration is to be updated, the procedure described above should be repeated for the other configurations that are to be updated.