Appendix: Upgrading SharedContent (Symbols) Share Manually - Intergraph Smart 3D - Installation & Upgrade

• The procedures to perform in this section are dependent on the case that applies to your situation. For more details on each case, refer to Upgrade Cases.

• In the steps that follow, the contents of the 14 Update 1 SharedContent (Symbols) share will be copied onto the contents of your 2019 SharedContent (Symbols) share.

  For an integrated environment, DO NOT copy the contents of the 14 Update 1 SharedContent\Xml folder onto the contents of your 2019 SharedContent (Symbols) share. See Appendix: Upgrading Your Tool Schema. However, the SystemSymbolConfig.xml file from the 14 Update 1 SharedContent (Symbols) share should be copied onto the 2019 SharedContent (Symbols) share. This file contains information necessary for on-the-fly registration of delivered DLLs.

• In all cases, ensure that you are pointing to the shared symbols folder that you will use when upgrading your model to 14 Update 1, as the database upgrade utilizes the contents on your symbol share, and that content should be up to date BEFORE upgrading the databases to 14 Update 1.

• DLLs that are not part of the delivered Catalog are available from Smart Community.

For all Cases A, B, C, and D

1. Copy the contents of your existing 2019 SharedContent (Symbols) share to a new location on the server. This will be the 14 Update 1 SharedContent (Symbols) share.

2. If you have customized the file Styles.sha located in the SharedContent or Symbols\Drawings\Catalog\Templates folder, create a backup of this file. After completing the remaining steps in this section, follow the steps in Upgrading Smart 3D Drawings Styles.sha File, to finish the upgrade of this file.

3. Rename the Bin folder in the 2019 SharedContent (Symbols) folder to Bin_2019 or something similar. The contents in the 14 Update 1 SharedContent Bin folder have been modified and are different than the 2019 Bin contents. If you do not rename the old bin folder, you may have conflicts with symbol versions after upgrading the SharedContent (Symbols).

   Smart 3D is ending support of VB6 symbols and content, which are purely 32-bit content. We recommend that you move to .NET symbols for effective modeling in Intergraph Smart 3Dx, which is a 64-bit application. However, during the transition phase, you might still need the VB6 content for upgraded databases. If you are confident that you have replaced all the 32-bit content with .NET symbols, follow step 3 and continue. Otherwise, you need not rename the Bin folder and leave it as-is and take next steps accordingly. Later, while copying the Bin folder from latest version, make sure to override the existing files.

4. Copy any Custom Symbols from the renamed Bin folder (Bin_2019 or something similar) to the Custom Symbols folder if not already done. Skip this step if the Bin folder is not renamed.

5. Make sure that a copy of the existing 2019 SharedContent (Symbols) exists as instructed in step 1 of this Upgrading the SharedContent (Symbols) Share.

6. For an integrated environment, rename the XML folder to XML_2019 or something similar. Specific files in the SharedContent\XML folder will be modified later in the upgrade process. If the 2019 integration files are overwritten with the 14 Update 1 files, the upgrade will fail for an integrated environment. This is the reason for renaming the folder. See Appendix: Upgrading Your Tool Schema.

7. Copy the contents of the delivered 14 Update 1 SharedContent (Symbols) share over your Catalog’s 2019 SharedContent (Symbols) share. Do overwrite files with the same name, after ensuring you have renamed the 2019 SharedContent (Symbols) files that you have customized.

8. Delete the renamed Bin folder (Bin_2019 or something similar). Skip this step if the Bin folder is not renamed.

   The SharedContent (Symbols) folder cannot be shared by Models using different versions of Smart 3D. Therefore, the upgraded Smart 3D configuration must use its own copy of the SharedContent (Symbols) folder, while the original Symbols or SharedContent folder stays in 2019.

9. Sign Custom .NET Assemblies

   Hexagon and Intergraph Smart® 3D signs all delivered .NET assemblies with a strong name. Signing an assembly is a way to guarantee the authenticity of an assembly. If you create your own custom .NET assemblies, we recommend that you sign them with your company's private key. Refer to Visual Studio help for information on signing an assembly.

10. For an integrated environment using SmartPlant Foundation:

    1. Copy the following folders and files from the files in the XML_2019 folder renamed in the previous step and overwrite the newer XML folder.

       DesignBasisSchemas subfolder

       EFUpdateCache subfolder

       ConduitCommoditySubClassFeatureTypeMap.xml

       DesignBasis_map.xml

       DirectionChangeCableTrayComponentTypes.xml

       ExemptCorrelateClasses.xml

       GenericDocumentComponent.xml

       IgnoreChildlessValues.xml

       P3DComponent.xml

       PDSComponent.xml

       SP3DBatchQueues.xml

    2. To ensure that the Upgrade Schema steps described in the Appendix: Upgrading Your Tool Schema are successful, copy the SP3DPublishMap.xml file from the "SP3D_FILES", "SM3D_FILES", or "MHE_FILES" folder in the XML_2019 folder renamed in the previous step and overwrite the SP3DPublishMap.xml file in the appropriate newer 14 Update 1 XML "SP3D_FILES", "SM3D_FILES", or "MHE_FILES" folder.

    3. Ensure that the files in the SharedContent\Xml folder are not Read-only.

       DesignBasisSchema subfolder

       EFUpdateCache subfolder

       Designbasis_map.xml

       Designbasis.xml

       ExemptCorrelateClasses.xml

       P3DComponent.xml

       /SM3D_FILES or /SP3D_FILES/SP3DPublishMap.xml

       SPItoSP3DPortMapping.xml

11. For an integrated environment using HxGN SDx, copy the following files from the XML_2019 folder renamed in the previous step and overwrite the newer XML folder.

    SIOMap.xml

    SIOSchema.xml

12. If you have customized any files on the SharedContent (Symbols) share (for example, report template files, etc.) that were based on a delivered template file, you may need to modify these files to incorporate Intergraph Smart® 3D’s fixes and enhancements. Refer to Upgrading Smart 3D Reports Templates Files. If so, repeat the customizations you made in 2019 in the new 14 Update 1 file.

13. If you have altered the behavior of the Label Rule Manager by customizing Label UI Schema files in <shared content location>\Data\Drawings\LabelUISchemaData, you may need to repeat the customizations you made in 2019 in the corresponding new 14 Update 1 schema files.

14. If you have copied symbols/files from the Smart Community website into your SharedContent (Symbols) directory, you should recopy the same updated 14 Update 1 symbols/files from Smart Community back into your SharedContent (Symbols) directory.

15. See Appendix: SharedContent (Symbols) Share Changes in 14 Update 1 for more information that might require additional action to update existing occurrences in the model.

16. Run the Update Custom Symbol configuration tool in Project Management if the Bin folder is not renamed as mentioned in the step 3 above. This ensures that the delivered VB content is added to system symbol configuration file and allows the smooth usage of the old content.

    Any errors that occur during this step must be resolved manually.