Intergraph Smart Reference Data Training (2020) - Intergraph Smart Reference Data

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

Intergraph Smart Reference Data Training Labs
Login to SRD
Administration
Log On
Screen Handling
Screen Layout
LOV
Toolbar
Columns
Filter
Data
Format
Selection
Report
Chart
Download
Modules in Administration
Approval Process
Companies
Define Control Status
Copy Admin Setup
Customer Installed Procedures
DBA Settings
DBMS Jobs
Data Transfer Media
Database Monitoring
Discipline
Early Warnings
Email Setup
File Setup
Glossaries
Interface Settings
Languages
License
MaterialSetup
Menu Controls
Parameters
Product Group Management
Product Version Information
Project Calendar
Project Defaults
Project Management
Query Builder
Roles and Menus
Standards
System Messages
Tables and Properties
Define Table, Table Types, and Table Structures
Define Units
User Access for Production Groups
User Access for Projects
Users
Translate Text
Translate Attributes/Tables
User Interface Text
Create Reference Data
Create Commodity Code
Create commodity rules
Add tables to a commodity rule
Assign commodity keys to the commodity rule
Define commodity layout
Create commodity group
Add commodity parts and assign commodity rule
Add table details and generate commodity codes
Create Idents
Create a commodity code geometric table
Add geometric details
Review the attributes of object parameter
Generate and build idents
Manage Short Code
Manage Short Codes
Assign Parts to Short Codes
Assign Allowed Option Codes
Assign Smart 3D Short Codes
Create & Export Component Management System (CMS)
Create CMS Classes
Assign CMS Class Properties
Assign CMS Class Dependent Properties
Create and Export Custom Engineered Items
Create and Export on the fly Instrument
Integrate Smart Reference Data with Interfaces
Export to Interfaces
Smart 3D - Smart Reference Data
Create Piping Class and Export to S3D
Create a New Piping Specification
Create Piping Material Class Data. (PMCD sheet – Spec Header info)
Create Piping material class records (Parts Class and PCF Sheet– Pipe, Elbow, Tee)
Export specification from SRD
Piping Commodity Part Data
Branch Insertion Rule
Bolted Components and Valve Operators
Connection Components
Pipe Takedown parts rule
Permissible Tap Rule
Associated Piping Commodity (Lap joint Flange and Stub end)
Substitution Cap Screw Commodity Code
Stock Instruments
View Verification Results
Copy Specification
Search and select source specification
Define copy Scope and select target spec
Integrate CADWorx with Smart Reference Data
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 - CAD Worx
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 - CADWorx
View verification results
Destinations
Catalog structures
Export data to CADWorx
Integrate PDMS with Smart Reference Data Plus
Work Process
Configurations
Transfer Data to PDMS
Ident Transfer Files
Detail Text (PDMS_D.DAT)
Component Data (PDMS_C.DAT)
Bolt Length (PDMS_B.DAT)
Flange-Bolt-Points (PDMS_F.DAT)
Single-Bolt-Points (PDMS_BS.DAT)
Geometric data file (PDMS_G.DAT)
Material (PDMS_M.DAT)
Specification Transfer
Specon or SPCom file
Training Labs for Detail Text and SPCOM files
Lab: Detail Text (PDMS_D.DAT)
Lab: SPCOM or Specon
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 configuration
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 page
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 CHECHMISSINGVALUES verification set to a transfer job
General Configurations
Manage general configurations
Manage general configuration values
Destinitions
Catalog Structures
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
View Verification Results
Export SRD Plus Output Files to PDMS
Creating Component Data
Creating Specifications
Import to Smart Reference Data
Introduction
Setup Configuration
Map and Import Codelists
Map and Import Commodity Codes
Map and Import Geometrics
Map and Import Specifications
Load PipingMaterialClassData(PMCD) worksheet
Map specifications from Smart 3D to Smart Reference Data
Import specifications from Smart 3D
Manage validation failures and conflicts
Fix a sample validation failure while importing specifications
Map and Import Other Rules
Mandatory Sheets for Import of Smart 3D Specification
Catalog Structures
Additional Information
Classic Screens Versus Web Screens
Smart Reference Data Videos
Video - SRD Overview
Video - Commodity code creation
Video - Specification creation
Video - Assisted mapping for commodity codes and codelists
Video - Creation of template
Video - Class properties
Video - Map and import codelists
Video - Map and import other rules
Video - Schedule jobs
Video - General configuration
Video - Import of General Rule and General List
Video - Create symbol key mappings
Smart Reference Data - Learning Path
Frequently asked questions (FAQs)
How can I generate log files successfully from Smart Reference Data?
How can I view the printable guides in Classic and Plus?
I am on 8.3 version of Smart Reference Data. Can I view documentation for higher releases?
How can I check invalid objects in the database?
In Classic, when I compare specifications, I get an error. How can I fix this issue?
Can Classic and SRD Plus application servers be the same for 8.4 version?
Troubleshooting
Smart Reference Data Installation Troubleshooting
Export Job Troubleshooting
Fatal Errors
Typical Fatal Error Situations
Locks on data tables
Unique key violations
Attribute values too large
Syntax errors in the source statement
Nonfatal Errors
Data table is not in the workbook
Data Table is empty
Missing or unwanted lines
Items empty or values incorrect
Closing the Application While an Export Job is Running
Smart P&ID Troubleshooting
REST API Troubleshooting
Knowledge Base
Glossary
Commodity Code
Component Group
Ident
Part
Product Form
Specification Template
Discipline
Project
Product Group
Support, Copyright, and Legal Information
Copyright
Customer Support
Hexagon PPM Policy Against Software Piracy

Back to home page