Smart Electrical Off-Site Projects Workflow - Intergraph Smart Electrical - Help - Hexagon

This workflow provides a high-level description of how to implement off-site projects. For details of the menu commands and dialog box options needed for each of the scenarios, refer to the detailed procedure for that scenario.

Initial Scoping and Data Transfer

1. Create a plant, to be defined as the host, with one or more projects.

2. Scope the required items to a project.

3. Export the project as a package.

   After you have created an initial package, you cannot de-scope items in the As-Built.

   The exported package includes reference schema items (reference cables, typical blocks, cableway components, lookup tables, and so).

4. Import the package into the off-site plant.

   

   • In the off-site plant, the software creates a schema known as the reconciliation area. The data in the reconciliation area is identical to that of the project that you exported.

   • On the page where Smart Electrical is shown as the application to associate, if, under the section Select the schema data for copying, you select the Project check box, the software also creates an off-site project that initially contains data identical to that of both the source project and the reconciliation area.

5. Edit data in the off-site project as needed.

   Do not change the names of units in the off-site plant where you transfer data, otherwise the software will not be able to merge the data back to the host later.

   

   • During editing in the off-site plant, it is possible to continue to make changes in the host As-Built. To synchronize those changes with the off-site plant, you must re-scope the host data (for details, see below).

   • If, after exporting the project as a package, you create new metadata in the host As-Built that affects the plant data, you must run the Reference Data Synchronization (RDS) Manager to create a separate RDS package. You must synchronize metadata with the host using this RDS package before importing the package containing the plant items. For details of how to create the RDS package and how to synchronize the metadata, refer to the Introduction to Reference Data Synchronization Manager help.

Transferring Data Back to the Host

1. In the off-site plant, merge data from the project into the reconciliation area.

   If required, you can perform a partial merge.

2. Export data from the off-site plant reconciliation area as a package.

3. If, in the off-site plant, you created new metadata that affects the plant data, you must run the Reference Data Synchronization Manager to create an RDS package in the off-site plant and then import this package into the host.

   You cannot make changes to the metadata in the plant breakdown structure table in the off-site plant. For example, do not add any user-defined fields in your plant breakdown structure. Doing so may damage the host project when you synchronize the metadata back to it.

   This step updates the entire set of metadata. You must run this step before importing the package containing the plant items.

4. Import the package into the host.

   

   • The software copies all new reference cables, typical blocks, and cableway components to the host. Changes in existing reference cables, typical blocks, and cableway components do not propagate back automatically to the host at this stage but will do so when you re-scope data from the host.

   • In the host, the software updates the project only. As-Built data remains unaffected.

5. Merge the project into the As-Built in the host.

   You can also perform a partial merge if necessary

Re-Scoping and Synchronizing Updated As-Built Data

1. Re-scope the As-Built data in the host.

2. Export the re-scoped project as a package.

   This action creates an update of the existing package.

3. If you created an RDS package, import this package into the off-site plant using the Reference Data Synchronization Manager.

   Metadata is shared between the reconciliation area and projects in the off-site plant. You must run this step before importing the package containing the plant items.

4. Import the updated package into the off-site plant.

   

   • The software copies all new reference cables, typical blocks, and cableway components to the off-site plant. Existing reference cables, typical blocks, and cableway components remain in the off-site plant unchanged.

   • In the off-site plant, the software updates data in the reconciliation area only. Data in the project remains unaffected.

5. In the off-site plant, scope or claim items as necessary into the project.

   This step should be performed with care to ensure that you do not inadvertently overwrite any of the data that you changed in both the off-site project and the host As-Built.