Preferences Management Dialog Box - Intergraph Smart Instrumentation - 13.1 - Administration & Configuration - Hexagon PPM

Intergraph Smart Instrumentation Administration

PPMProduct
Intergraph Smart Instrumentation
PPMCategory_custom
Administration & Configuration
Version_SPI_custom
13.1

Enables the Domain Administrator to set and manage Smart Instrumentation preferences in a domain, or in As-Built, Project Center and projects if the domain type is Owner operator or EPC-Project Mode.

If the domain type is Engineering company, you set the domain preferences in the following two stages:

  1. First, you define preferences on the various pages of the Preferences dialog box.

  2. Then, you click Advanced and clear the check boxes for the preferences that you defined.  These preferences become the preferences of every new and existing user in the current domain.

  • If you do not use the advanced options but only modify the preferences settings on the Preferences dialog box page, apart from you, none of new or existing users receive the modified settings when they log on to Smart Instrumentation.

  • The advanced preferences cannot be applied to actions performed by the Import and Export preferences of Smart Instrumentation.

If the domain type is Owner operator or EPC-Project Mode, you set the domain preferences in the following two stages:

  1. Before you create projects, on the Preferences dialog box, under Project, you select DEFAULT PREFERENCES, and then, define default preferences on the various pages of the dialog box.

  2. Then, you click Advanced and clear the check boxes for the preferences that you defined.  The software automatically copies the default preferences to any new project that you create.  These preferences become the preferences of new and existing users in the project they log onto.

    The advanced preferences cannot be applied to actions performed by the Import and Export preferences of Smart Instrumentation.

Managing preferences involves the following operations:

  • Viewing and modifying preferences in your domain, or in each project in the owner operator domain or EPC-Project Mode.

  • Setting restrictions on preferences in your domain, separately for each project or for each Smart Instrumentation module.  This disables or limits the customization features for those users who work in that domain or project.

  • In an owner operator domain or EPC-Project Mode, copying preferences from one project to another.

  • In an owner operator domain or EPC-Project Mode, setting default preferences for modifying or copying preferences from one project to another.

  • Importing the domain or project preferences from the external file.

  • Exporting the domain or project preferences to an external file.

To open the dialog box, start the Administration module and enter as Domain Administrator, and then click Activities > Preferences Management.

Project — When the domain type is Owner operator or EPC-Project Mode, allows you to select As-Built, Project Center, or an existing project from the list.  If you do not have any projects yet, you can select DEFAULT PREFERENCES, and then, define default preferences first.  After that, you click Advanced and clear check boxes for those preferences that you defined.  When you create projects, they receive automatically the default preferences that you defined.

Domain (available only when your domain does not support the As-Built/Project Center functionality) — Displays the current domain name in this read-only box.

Tree view — Contains the Smart Instrumentation module names and the options associated with the modules.  Click PPM All Outputs Graphic beside a module to expand the hierarchy, and then click an option to open a specific page where you can set the default preferences for each module in your domain.

Pages — The options on the pages allow you to modify preferences for the current domain or project, but individual users who work in this domain or project will be able to view and overwrite these preferences with their own settings within the Smart Instrumentation environment.  To prevent individual users from changing the default preferences that the Domain Administrator has set for each Smart Instrumentation module in the domain or project, click the Advanced button, and then clear the Enabled check box for the appropriate preferences options.

Command Buttons

Advanced — Opens a dialog box where you can enable or disable preferences in the project selected from the Project list, or in the current domain.

The advanced preferences cannot be applied to actions performed by the Import and Export preferences of Smart Instrumentation.

Import — Imports the domain or project preferences from a .dmp or .pref file that contains previously exported preferences.  Before importing preferences, you can open the .dmp or .pref file and modify preferences definitions in the file itself.

Export — Allows you to save the domain or project preferences to an external .dmp or .pref file.