Complete prerequisites for managing a document - Intergraph Smart 3D - Administration & Configuration - Hexagon PPM

Intergraph Smart 3D Integration - Project As-Built with HxGN SDx

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English (United States)
Product
Intergraph Smart 3D
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Administration & Configuration
Smart 3D Version
13

You must complete the following prerequisite steps before performing any operation on a document for the first time. For example, if you want to share a document for the first time, follow the steps given below:

SHARED Tip This procedure must be performed only once per site before you can perform any integration tasks.

If you want to revise or share any document, you need to map the DocumentType1 property value of that document to the Document Classifications in SDx.

As per the Capital Facility Information Handover Specification (CFIHOS) standards, document classifications are split into two different registers: document classifications and discipline to document type relationships.

You can use the SDx load file generator to create CSV files used by the Load Manager. The load file generator can be downloaded from the Smart Community website. For more information, see Find sample data on Smart Community.

A sample CSV file containing the mappings from enums to document classifications can be found in the PAB system attached to the SDxPAB_EnumToDocClass template document. In the Web Client, select Load Manager > Template Documents to access the template document and the attached CSV file.

  1. Log on to the Web Client with the System Administrator role, and click Load Manager > DV Target Systems.

  2. From the Target System list, select HEX_TS, and click Actions > List Edit Target System and update the URL to the SDx site URL.

  3. Click System Administration > Create Host to create a new host.

    SHARED Tip The host's name should be a complete address. For example, ihubdemo.ingrnet.com.

  4. Create the new host with the same name as the application server.

  5. Select the Is Host Secure check box, if the host is secure.

  6. Select the vault you want to associate your plant with, and click Actions > Update.

  7. Select the newly created host from the Host list, and click Update.

  8. Clear the plants selected in the Create and Query scopes.

  9. Click Load Manager > Load Disciplines, and load a CSV file containing the list of disciplines that need to be imported.

    SHARED Tip To know more about the CSV file formats, refer to Supported CSV file formats.

  10. Click Load Manager > Show My Load Jobs.

  11. Expand the newly created load job. Ensure the Import, Validation, and Export steps are completed.

  12. Click Load Manager > Load Document Classifications to load the following:

    • A CSV file containing the list of document classifications that need to be imported.

    • A CSV file containing the list of document type short codes and disciplines to establish the relationships between document classifications and disciplines.

    • A CSV file containing the mappings from enums to document classifications.

      In the enums and document classifications mappings CSV file, add the DocumentType1 value of the authoring tool, and map it to the document classification.

  13. Click Load Manager > Show My Load Jobs.

  14. Expand the newly created load job. Ensure the Import, Validation, and Export steps are completed.

  15. Log on to the Desktop Client, and associate a vault to your plant.