Using a custom plant breakdown structure (PBS) hierarchy with Smart Construction - Intergraph Smart Construction - 8 - Installation & Upgrade - Hexagon PPM

Intergraph Smart Construction Installation and Upgrade

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Installation & Upgrade
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If you plan to use a custom Plant Breakdown Structure (PBS) hierarchy with Smart Construction, you must customize the Smart Construction schema to reflect the custom PBS hierarchy. For more information, see Configuring a Custom Plant Breakdown Structure (PBS) for Smart Construction.

After you customize the Smart Construction schema according to the custom PBS hierarchy, you can configure Smart Construction items to use the PBS structure. For more information, see Configure Smart Construction client features with a custom PBS.

If you upgrade a project with a custom PBS, see Upgrade a Smart Construction project with a custom PBS for special upgrade requirements.

You can use the Smart Construction Custom PBS Utility tool to customize the Smart Construction schema according to the custom PBS hierarchy. The Smart Construction Custom PBS Utility tool generates two XML files that must be loaded into Smart Construction - 02_SPC_PBS_AuthoringSchema.xml must be loaded using the Import Schema Wizard, and 051-02-SPC_PBS_CustomSearchCriteriaData.xml must be loaded using the Loader.

Run the Smart Construction PBS Configuration Utility

  1. Browse to the CustomPBS folder in the Smart Construction installation directory. For example, browse to [Drive]:\Program Files\SmartConstruction\Utilities\CustomPBS.

  2. Double-click the SPCCustomPBSUtility.exe to open the tool.

  3. Specify the location of the Smart Construction PBS authoring schema file in the SPC Authoring schema files (*.xml) box. For example, browse to [Drive]:\Program Files\SmartConstruction\LoadFiles\Current\001-Schema\02_SPC_PBS_AuthoringSchema.xml.

    SHARED Tip Click SPF DTC BTN Browser to browse to the Smart Construction PBS authoring schema file.

  4. Specify the location of the generated EF schema file in the Generated EF Schema file (*.xml) box. For more information on generated schema, see Creating an alternate plant breakdown structure (PBS).

    SHARED Tip Click SPF DTC BTN Browser to browse to the generated EF Schema file.

  5. Select a PBS level in the Assign CWP/IWP to box to specify which type of PBS item is to be related to the CWP and IWP level in Smart Construction.

  6. Select one or more PBS levels in the Search by PBS item box to create custom search criteria for drawings in the Drawings browser in Smart Construction.

  7. Click Options > Prefix to open the Select a different prefix dialog box.

  8. Type a value in the Prefix box and click OK. By default the prefix is SPF.

    SHARED Tip Use the same prefix that was used when defining the custom PBS hierarchy in SmartPlant Foundation. For more information, see Creating an alternate plant breakdown structure (PBS).

  9. Click Options > Output location to open the Select an output directory dialog box.

  10. Type a new location in the box or click Browse to select a new location. Click OK.

    The default location is the My Documents folder.

  11. Click Generate to generate the Smart Construction schema according to the custom PBS hierarchy.

Copy the generated files into the installation folder

The two XML files, 02_SPC_PBS_AuthoringSchema.xml and 051-02-SPC_PBS_CustomSearchCriteriaData.xml, generated from the Smart Construction Custom PBS Utility tool are located in the My Documents folder of the user or the location selected in the Output location dialog box. Before configuring a custom PBS, you must copy the files into the installation location.

  • Copy the 02_SPC_PBS_AuthoringSchema.xml file into the 001-Schema folder. For example, browse to [Drive]:\Program Files\SmartConstruction\LoadFiles\Current\001-Schema, and copy the file.

  • Copy the 02_SPC_PBS_AuthoringSchema.xml file into the SPCAuthoring folder, located in the Customization folder. For example, browse to [Drive]:\Program Files\SmartConstruction\Customization\Schema\SPCAuthoringSchema.

  • Copy the 051-02-SPC_PBS_CustomSearchCriteriaData.xml file into the 051-CustomSearchCriteria folder. For example, browse to [Drive]:\Program Files\SmartConstruction\LoadFiles\Current\003-Admin\051-CustomSearchCriteria, and copy the file.