Claim and Merge Options (Preferences) - Intergraph Smart Instrumentation - 13.1 - Administration & Configuration - Hexagon PPM

Intergraph Smart Instrumentation Administration

Language
English (United States)
Product
Intergraph Smart Instrumentation
Search by Category
Administration & Configuration
Smart Instrumentation Version
13.1

The options on this page only apply in an owner operator domain or EPC-Project Mode.  These options allow you to set preferences for claiming As-Built items or Project Center items for a project from Smart Instrumentation or merging project data with As-Built or Project Center.  When working with As-Built or Project Center data, you can either claim items directly or copy them to the Claim Buffer.  When working in a project, you can merge items directly, or Copy to Merge Buffer.

These preferences determine how the software claims, merges, or copies to the Claim Buffer or Merge Buffer the sub-items and parent items associated with the items you select for claiming or merging from the Domain Explorer window.

The following table shows the related data or items that the software can include in the Claim Buffer or Merge Buffer when you select a main item belonging to a specific item type.

Main Item

Related Items/Data Included with the Main Item

Loop

Tags with basic engineering data (process data, calculation, calibration, dimensional data for piping, and specification sheets, hook-up associations), wiring items that have a signal propagated to the loop or tag.  If you placed a device panel inside a cabinet or junction box, when claiming the loop, this device panel is not claimed or merged together with the cabinet or junction box because this device panel does not have a signal propagated to the loop.  You must claim or merge such a device panel manually.

Instrument

Basic engineering data, wiring items that have a signal propagated to the instrument.

Wiring item (panel, rack, wiring equipment, and so forth

All wiring sub-items and control system tags that appear in the appropriate wiring item folder in the Domain Explorer.

Terminal strip

Terminals

Cable

Cable sets, wires

ire

Cables, cable sets

When you claim items with parent items to a project, the software handles parent items the following way

  • Dummy items — Allow you to claim or copy to the Claim Buffer parent items as dummy items.  For example, if you claim an instrument, the source loop number appears in the project as a dummy item.

  • Active items — Allow you to claim or copy to the Claim Buffer parent items as active items.  For example, if you claim an instrument, the source loop number appears in the project as an active item.

When you claim instruments directly from the Instruments folder of the Domain Explorer, the source loop is always claimed as a dummy item, regardless of the value of this setting.

When you merge items with parent items to the As-Built or Project Center, the software handles parent items the following way

  • Dummy items — When the Project Administrator merges back to the As-Built or Project Center items that were created in the project, the software removes the merged items from the project and leaves the parent items in the project as dummy items. For example, when merging a terminal strip, the terminal strip is removed from the project and the parent panel remains in the project as a dummy panel.  However, if after merging the terminal strip, the panel has no other sub-items in the project, the software also removes the panel.

  • Active items — When the Project Administrator merges back to the As-Built or Project Center items that were created in the project, and this option is selected, the software removes the merged items from the project and leaves the parent items in the project as active items.

If, in the project, you created a single item that has a parent item, and you merge that single item into the As-Built or Project Center, the parent item remains in the project as an active item, regardless of the value of this setting.

Copy revision data — Includes revision data of the documents associated with items that you claim.

Reclaim items — Allows you to claim the same items again.  When an item exists in a project, reclaiming the item results in an automatic update of the project item properties, connections and associations.  If you deleted an item, this item reappears in the project after reclaiming.