Smart P&ID Reference Data contains the symbols, rules, labels, styles, templates, insulation specification and other information that you use to create a P&ID. The default location for the reference data is ..\SmartPlant\P&ID Reference Data.
If the reference data is located elsewhere, use Smart P&ID Options Manager to identify the location of symbols, rules, labels, and other reference data for the application. You can also define symbology for graphics, default formats for data, and key distances that affect the behavior of the application. Usually, a project manager sets these options at the beginning of a project. The project manager seldom modifies these options except on rare occasions when project requirements dictate a change. For more information, see Customizing Your Reference Data.
If you are upgrading from a previous version of the software, you may also need to upgrade your reference data. For details, see Upgrading Reference Data.
You do not need to set the default data locations in Options Manager before creating a P&ID in Drawing Manager. These locations are set at the time of plant structure creation. The drawing template path should be set to the correct node name and share name so that the software can locate the templates for P&ID creation. For the correct share name, see Install Smart P&ID Reference Data.
For a configuration in an integrated environment, be sure the Smart Resource Path setting in Options Manager points to the ..\SmartPlant Resources\ folder installed with the Smart P&ID reference data.
From Smart P&ID 2019 HF8, when creating a new plant and P&ID application based on templates that includes copying Smart P&ID reference data from another location, the CatalogExplorerSettings.bin file in the reference data folder must be deleted before opening any drawings. This ensures that when a drawing is opened, the software creates a new CatalogExplorerSettings.bin file with updated file paths so that Catalog Explorer opens properly and allows symbol placement.