Intergraph Smart Reference Data Plus Help (2020) - Intergraph Smart Reference Data

PPMProduct: Intergraph Smart Reference Data
PPMCategory_custom: Help
Version_SPMat_custom: 2020 (10.0)

Intergraph Smart Reference Data Plus Help
What's New in Smart Reference Data Plus?
Browse Smart Reference Data Plus Help
Getting Started with Smart Reference Data Plus
Log in to Smart Reference Data Plus
Single Sign-on
Set login parameters
Log off
Administration
Administration in SRD
Controlling Access in the Software
Menu Access Control
Allow access to a menu item
Prevent access to a menu item
Data Access Control
Allow access to a data item
Prevent access to a data item
Translating Attributes, Tables, and User Interface Text
Attributes and Tables
Enter translated text for attributes
Enter translated text for tables
User Interface Text
Map culture and language code
Enter translated text for prompts
Enter translated text for current screen only
Configuration settings in Smart Reference Data
Manage Tool Versions
Manage Symbol Library
Managing Documents and Files
Create a document
Link a file
Upload a file
Create a revision of a document
Open a file
Manage Symbol Codes
Part Data Basis
Attach part data basis to a symbol code
Add files to part data basis
View part data basis for a commodity part or commodity code or ident
Add Translations to Interface Tables
Managing Ident Attribute Functions
Release Product Group Specifications to Project
Release specifications or revert release of specifications
Project view on existing specifications and revisions
Add Translations to Interface Attributes
Navigate to Smart Materials Web
Administration Tasks
Setup approval process
Create approval templates
Assign approvers
Assign a user representative
Activate a representative
Define certification statements
Create a certification statement
Create a project statement
Manage companies
Create a company
View company details
Assign company types
Assign companies to company types
Add company address
Add company contacts
Define company types
Define address types
Define communication types
Define company logo
Manage properties
Display Columns and CIPs
Merge companies
Define control status
Copy project setup data
Copy Admin Setup
Define countries
Define countries
Define states/provinces
Manage Customer Installed Procedures (CIP)
View and maintain CIPs
Compare database
Define DBA settings
Define application server DBA settings
Define active application servers
Manage DBMS jobs
Create DBMS Jobs
Define data transfer media
Database Monitoring
Manage database sessions
View scheduled jobs
View job status
View audit trail
Define departments
Define disciplines and discipline structures
Define a discipline
Assign access right by part
Define discipline structures
Early warning alerts
Early warning definitions
Define early warning query
Setup early warning
Assign users to alerts
Assign alerts to roles
Early warning alerts
Setup emails
Create email templates
Email templates and tokens
Create email template sets
Create distribution categories
Generating and sending Emails
Setup files
Define file sources
Define load formats
Properties assigned Vs format types
Define file destinations
Define glossaries and prompts
Define glossaries
Define glossary translations
Import glossaries
Define prompts
Interface and interface settings
Define interfaces and interface settings
Define languages
License
Materials Setup
Define delivery designations
Define item types
Define origins
Menus Controls
Define menu settings
Assign parameters
Assign DBA Settings
Assign privileges
Assign CIPs
Assign Menu Reports
Assign Date Fields
Define settings to menus
Assign parameters
Assign DBA settings
Assign privileges
Assign CIPs
Parameters
Define parameters and parameter values
Product Group Management
View product group information
Map a Product Group with a Discipline
Create Product Group
Delete Product Group
Product Version Information
View product release notes
Create product documentation links
View release notes index
Project Calendar
Create project calendar
Edit project calendar
Define default fixed holidays
Define Project Defaults
Project default categories
Edit project defaults
Define Project Defaults
Define Project Discipline Defaults
Define Project Group Defaults
Project Group Management
Create a project group
View project group/projects
Assign user groups to a project group
Project Management
Create a project
View projects
Assign project discipline
Change project password
View project password
Delete a project
Query Builder
Properties for Where conditions
Define properties and property based where condition
Define modules
Where Conditions
Create a Where condition
Where Condition details
Property based where conditions
Create a property based where condition
Content for Property based where condition
Rule based where conditions
Create a rule based where condition
Additional Where conditions
Where condition views
Roles and Menus
Define roles and role menus
Assign privileges
Assign sections
Assign queryable disciplines
Assign alerts
Information
Define menus
Define menu blocks and menu block items
License modules
Assign a project to a license module
Define standards
Define system messages
Tables and Properties
Define property groups and properties
Define tables and table types
Define table structures
Define property sets
UOM Configuration
Define UOM configuration
Define nominal pipe size conversions
Define wall thickness conversions
Manage Units
Define units
Define unit systems
Define unit types
Define unit sets
Define unit conversion rules
Define interface units
Manage User Access for Product Groups
Manage User Access for Projects
Users
Create a new user
Define user titles
Change password
Define privileges
View product information
Appendix
Approval Sequence
DBA Settings
Exploring the User Interface
Component Manager
Spec Editor
Properties
Check Data
Save and Undo
Save all changes to the grid
Undo changes in a row
Undo changes in the grid
Copy and Paste
Copy data
Copy the whole grid
Duplicate a row
Paste data
Example Copy and Paste Rows Workflow
Selection List
Customize Views
Customize the group and part icons in the Data Explorer
Customize the current view in the Data Explorer
Customize the current view in the Grid
Current view for commodity codes
Zoom Tool
Sort
Filter
AutoFilter
Comments
Creating Reference Data
Commodity Rules
Create a commodity rule
Add tables to a commodity rule
Define the structure of commodity codes
Specify commodity keys
Specify concept commodity keys
Specify interface commodity keys
Specify company commodity keys
Define commodity layout
Define an ident rule
Specify commodity code attribute labels
Commodity Codes and Idents
Add a commodity group
Add a commodity part
Add symbol information to a commodity part
Add a commodity code
View commodity code usage
Add symbol information to a commodity code
Create interface commodity codes
Create company commodity codes
Build idents
Build manual idents
Add symbol information to an ident
Add tag numbers to ident codes
Define company ident mapping
Import company idents
Data folder setup for importing company idents
Define tag information
Create a sample commodity code
Object Parameters
Add an object parameter
Copy object parameter details
Define object parameter layout
Associate group and part code with an object parameter
Geometrics
Add a geometric table
Add geometric details
Duplicate a geometric and its details
Update product group geometric in a project
Geometric Rules
Add a geometric rule, definition, and details
Nominal Sizes
Add a nominal size table
Edit nominal size details
Branches
Add a branch
Copy a branch from a product group to a project
Generate branches and spec items
Attach a branch
Detach a branch
Delete a branch
Specify the colors in the branch table
Specify the text in the branch table
Change the order of the values on an axis
Switch the axis
Schedules
Create a schedule table
Add schedule details
Copy a schedule table
Nominal Reducers
Add a nominal reducer table
Edit nominal reducer details
Table Management
Manage a table type
Create a table
Set sequence of tables
Create table links
Create geometric dependencies
Manage table attributes
Create a table group
Create table group links
Create table details
Create table detail links
View commodity codes impacted by table detail links
Table Details
Customize the table details view
Use AutoFilter in the table details view
Table details selection list
Manage interfaces/ companies
Table Detail Dependencies
Example: Construction code dependency
Prepare table links
Prepare master table
Set dependencies for the master table
Assemblies
Create an assembly
Specify positions and sub-positions for an assembly
Specify table details for a single assembly position
Specify bolt rating for an assembly
Specify table details for an assembly
Attribute Management
Create an attribute group
Create an attribute
Manage attribute values
Manage an attribute set
Manage attribute set details
Manage attribute set layout
Specification Setup Tasks
Project Setup
Specify document classes
Specify document numbering
Specify document codes
Specify filter group labels
Set up filters
Set filtering defaults
Specification Component Groups and Templates
Create a specification component group
Assign symbol to specification component group
Create a component group item
Create a specification template
Edit specification template items
Add search criteria for an item in a specification template
Material Schedule Dependencies
Assign schedule tables to material table details
Product Form/Part and Material/Product Form Dependencies
Create product forms
Create product form and part dependencies
Create material and product form dependencies
Design Standards
Add a design standard
Assign standards to a design standard
Specification Rules
Create a specification rule
Specify tables for a specification rule
Specify attributes for a specification rule
Specification Types
Create a specification type
Specify the structure of a specification type
Issue and Release Project Specifications
Activate a specification
Set a specification to display
Set display options
Set revision options
Revise a specification
Short Code Management
Manage short codes
Assign parts to short codes
Allowed option codes
Group short codes
Assign Smart 3D short codes
Assign Smart 3D data tables to short codes
Specifications
Create a specification
Edit a specification
Copying Specifications
Copy a specification
Search Parameters
Additional copy scope options
Rules for copying template specifications
Display Options for Specifications
Set display options
Additional Information for Specification
Compare Specifications
Compare Specification Header Geometrics
Spec Editor Pages
Cover Page
Specifications with a Template
Specifications without a Template
Spec Items Type and CMS Idents
Set the specification item type
Set the type on a specification item
Select CMS idents
Data Type Options for From/To Fields
Specification Revisions
Issue a specification
Revise a specification
Publish a specification
Material selection list
Document linking
Preferred thicknesses and Thickness grid
Thickness grid workflow
Geometric tables format
Creating the Thickness grid
Case 1: Diameter Series, Preferred Thickness (with Schedule data), and Schedule table linked to Main Material are set
Case 2: Diameter Series, Preferred Thickness (without Schedule data), and Schedule table linked to Main Material are set
Case 3: Diameter Series and Main Material table are set
Case 4: Thickness grid manually created
Bolts
Filtering defaults grids
Table detail links
Temperature Pressure
Assign a rating geometric to a specification
Remove an assigned geometric code from a specification
Create a new geometric code
Delete a geometric code
Specify unit systems
Add NPD to the grid
Add temperature to the grid
View rating curves
Components
Generate options
Manual indicator
Filter lines
Specification Items Grid
Replace or add spec items
Geometrics
Commodity codes selection list
Simple selection list
Classic selection list
Special selection list
Table details selection list
Tag numbers
Valves
Modify a commodity code
Create a new commodity code from an existing commodity code
Coding on the Fly
Set project defaults for coding on the fly
Prepare for building idents
Generate commodity codes with coding on the fly
Idents
Check ident status in a template specification
Build idents for a specification item in a template specification
Build idents for a specification item in a non-template specification
Build all idents for a non-template specification
View missing idents
View ident structure
Notes
Add spec header notes
Add filter line notes
Add spec item notes (template spec)
Add spec item notes (non-template spec)
General Notes
Specify Note Type
Specify Note Text
Component Management System
Creating Class Systems
Bulk edit classes
Bulk edit keywords
Manage national language support (NLS)
Creating Properties
Create global properties
Create class system dependent properties
Create class independent properties
Managing Classes
Add class in classification tree
Update class in classification tree
Delete class from classification tree
Bulk edit classes or keywords
Associate table groups or details with a class
Manage documents
Edit class in classification tree
Managing Properties for a Class
Assign class properties
Create new attributes and tables
Show copy properties
Assign class dependent properties
Copy class properties
Associating Layout with Class
Specify class layout
Viewing Component Data
Classification Tree
Multiple Ident View
Display idents
Insert idents for a read-only class
Manage documents
Change national language support (NLS)
Sort data
Filter data
Customize view
Find and replace data
Re-classify or additionally classify idents
Single Ident View
Linking Classical Idents to CMS Classes
Trigger the process manually
Trigger the process automatically
Transferring Idents to SAP Interface
Define workload name
Transfer idents
Importing BME Catalog (XML) Files
Create an import job
Modify job details
Delete a job
Attach or remove XML files for import
Attach file mapping configuration
Manage mapping configurations
Manage map translations
Start an import job
View log details
Import XML job automatically
Administer proxy settings
Sample - Import XML to Smart Reference Data
Data folder setup
Set application server settings
Create a Structure Mapping Configuration
Attach XML File (Structure Mapping)
Map CMS and XML Elements
Manage mapping translations
Import XML structure
Create an Article Mapping Configuration
Add XML File (Article Mapping)
Map CMS and XML Elements
Import XML Articles
Using Initial Technical Requirement Commodity Codes
Enter CMS details
Enter CMS link commodity codes
Implementing CMS Services
Perform preliminary steps
Query for template commodity codes
Insert template commodity codes
Update template commodity codes
Delete template commodity codes
Handle exceptions in CMS services
Exporting to SmartPlant Isometrics
SmartPlant Isometrics
Export Interface Configuration
Create interface
Specify interface attributes
Export custom symbol keys
Create a custom symbol key
Define symbol keys
(Optional)Create Symbol keys
Map symbol keys
Export job default set
Run Export Job
Open export file
SmartPlant Isometrics Master Data
Define groups
Define component types
Define configurations
Define symbol key sets
Define symbol keys
Assign graphics to symbol keys
Define end preparations
Map symbol keys to commodity codes
Map symbol keys to attributes
Map material attributes
Define bolt mapping
Export Jobs
Set up default sets
Define a new export job
Run an export job
Customization
Export tables
Branch Selection Table
Define the branch operation
Bend Selection Table
Define bend table
Integrating with Intergraph Smart 3D
Smart 3D Export Jobs in Smart Reference Data Plus
Production Destination
Prerequisites
Enable Download of Log Files
Smart 3D Configuration
Data Tables
Interface Attributes
Attributes
Retrieval Sources
Transfer Types
View a transfer type
Create a new transfer type
Edit a transfer type
Delete a transfer type
Duplicate and rename a transfer type
Add data tables to a transfer type
Delete data tables from a transfer type
Data Table Configurations
Procedures
Assign colors to attributes and definition attributes in a data table
Item Mapping
Data Table Mapping
Add a data table to an item mapping
Map components to a data table
View symbols for the components mapped to a data table
Delete a data table
Attribute Mapping
Create component mapping
Create specification mapping
Templates
Generate Smart 3D specification rule data tables using templates
Verification Sets and Reports
Create custom verification report
Create custom query
Create a verification report and assign it to a verification set
Assign CHECKMISSINGVALUES verification set to a transfer job
View transfer job verification results
General Configurations
Manage general configurations
Manage general configuration values
Transfer Jobs
Create a new job
Define a job
Add CMS Idents to Smart 3D export job
Start a job
Modify sheet data in job results
View verification results
Destinations
Export symbols
Catalog Structures
Manage Schedule Job
Import Smart 3D data to Smart Reference Data Plus
Setup Configuration
Map and Import Codelists
Map and Import Commodity Codes
Map and Import Geometrics
Creation of Attribute Mapping
Map and Import Specifications
Load PipingMaterialClassData worksheet
Map specifications from Smart 3D to Smart Reference Data
Import specifications from Smart 3D
Manage validation failures and conflicts
Validations while importing specifications
Map and Import Other Rules
Automate export configurations
Smart 3D Implied Material Criteria
Spec Items Criteria Grid
Implied Items Criteria Grid
Implied Items Criteria Details Grid
Reports
Run BIR Reporting from Smart Reference Data Plus
Navigate to Smart Materials Web
Run Oracle Reports from Smart Materials BIR
Smart Reference Data Reports
APP_SERVER_FOR_ORA_REPORTS
REPORT_SERVER
DEFAULT_TNS_NAMES_ENTRY
Run Smart Reference Data reports
Integrating with CADWorx
CADWorx Export Jobs in Smart Reference Data Plus
CADWorx Configuration
Data Tables
Attributes
Retrieval Sources
Transfer Types
View a transfer type
Create a new transfer type
Edit a transfer type
Delete a transfer type
Duplicate and rename a transfer type
Add data tables to a transfer type
Delete data tables from a transfer type
Data Table Configurations
Procedures
Assign colors to attributes and definition attributes in a data table
Item Mapping
Data Table Mapping
Add a data table to an item mapping
Map components to a data table
Delete a data table
Navigate to Commodity/ Ident Management screen
Attribute Mapping
Create component mapping
Create specification mapping
Templates
Verification Sets and Reports
Create Custom Verification Report
Create custom query
Create a verification report and assign it to a verification set
Assign CHECKMISSINGVALUES verification set to a transfer job
General Configurations
Manage general configurations
Manage general configuration values
Transfer Jobs
Create a new job
Define a job
Start a job
Modify sheet data in job results
View verification results
Destinations
Catalog structures
Integrating with PDMS
PDMS Export Jobs in Smart Reference Data Plus
PDMS Configurations
Data Tables
Attributes
Retrieval Sources
Transfer Types
View a transfer type
Create a new transfer type
Edit a transfer type
Delete a transfer type
Duplicate and rename a transfer type
Add data tables to a transfer type
Delete data tables from a transfer type
Data Table Configurations
Procedures
Assign colors to attributes and definition attributes in a data table
Data Table Mappings
Data Table Mapping
Add a data table to an item mapping
Map components to a data table
Delete a data table
Navigate to Commodity/ Ident Management screen
Attribute Mapping
Create component mapping
Create specification mapping
Templates
Verification Sets and Reports
Create Custom Verification Report - PDMS
Create custom query
Create a verification report and assign it to a verification set
Assign CHECKMISSINGVALUES verification set to a transfer job
General Configurations
Manage general configurations
Manage general configuration values
Transfer Jobs
Create a new job
Define a job
Add CMS Idents to PDMS Export Job
Start a job
Modify sheet data in job results - PDMS
View verification results
Destinations
Catalog structures
PDMS Output Formats
More Information
Custom Procedures (CIPs)
Calling CIPs
Generate
Valve commodity codes
DBA Settings
NLS_SETTING_ON_DB
Keyboard Shortcuts
List of Database Tables
Acronyms
Project Defaults
ZS_ALL_TDL
ZI_SP3D_CT
ZS_ADD_CCB
ZS_BRD_CFG
ZS_BRN_PRT
ZS_CC_COF
ZS_CC_CRPG
ZS_CC_LOVS
ZS_CC_SRCH
ZS_GD_MOD
ZS_IDT_PG
ZS_ITA_CHK
ZS_NPD_US
ZS_PRES_US
ZS_RBICB
ZS_SE_CCDL
ZS_SE_CGL
ZS_SI_MOD
ZS_SP_CCSI
ZS_SP_NTP
ZI_SP3D_TP
ZS_TEMP_US
ZS_TG_MAN
ZS_SPECCMP
ZS_TG_MOD
ZS_TGDC_IN
ZS_UNIT_SI
ZX_BTH_OPT
ZX_CD_DO
ZX_DAT_MAX
ZX_DAT_MIN
ZX_DO_ORD
ZX_DOC_CLS
ZX_UPD_RE
ZS_SP_HWOS
Troubleshooting
Set message level and timing
Support, Copyright, and Legal Information
Copyright
Customer Support
Hexagon PPM Policy Against Software Piracy

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