Octave InConcert Help - InConcert - June 2026 - Help - Octave

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Octave InConcert Help
Exploring InConcert
Why integrate?
Tiers of integration
Presentation integration
Data integration
Application integration
Business process integration
Composite applet implementation
Integration Engine
Smart Digital Reality solutions
Project execution
Operating and maintaining plants
Data cooperation
Smart Digital Reality Integration Overview
What is Data Take-On?
Data Take-On Basics
Introduction to Data Take-On
Data Take-On Workflows
Data Take-On in a snapshot
Data Take-On components
Import
Actions
Validation
Load
Load mapping actions
Job Definition
Terms and acronyms
Terms
Acronyms
Using InConcert
What can I do in the feature sets?
Common tasks in InConcert
Understanding information access
Understanding scopes
Understanding roles
Getting started in InConcert
Find your way around InConcert
Search for data and objects in your system
Search for objects
Search for multiple items
Search using Tree View
Navigate the Tree View
Export object data to Excel
Use the Actions menu to manage objects
Displaying actions as shortcut icons
Add objects to the Pinboard
Review your work in the To Do List
Use the Info Map to visually navigate information
Change your user settings and personalize your experience
Working with scopes
Change the query scope
Change the create scope
View the scopes in the header bar
Query by selected configurations only
Filter data by design component
Change your roles
User preferences
Set the user options
Reassign your tasks
Resize your menu panes
Setting your language
Editing object data
Using InConcert Assistant
How do I interact with InConcert Assistant?
Select a prompt from the Prompt Gallery
View the chat history
View the chat status
Configure the InConcert Assistant interface
What is in InConcert Assistant's knowledge base?
Using an InsightView dashboard
Set a home screen dashboard as your home page
Working with widgets
Using a To Do List widget
Using a Context Panel dashboard
Using the Pinboard
Adding items to your Pinboard
Group your pins in lists
Pins menu shortcut icons
Modify the pins lists
Move or copy pins
Create an object related to a pin
Managing documents and files
Documentation life cycle
Working with documents
Create a document
Update a document
Create a document sheet
Revise a document
Edit files and check in a document
Replace files attached to a document
Sign off a document
Undo sign off
Copy a document revision
Cancel a document
Insert a historical revision
Working with files
Edit files
Check in files
Undo edit files
Replace files
Manage signed files
Download attached files
Generate PDF renditions of files
Generate thumbnail images of files
Working with reference files and relationships
Attach master file which references other files
View reference relationships
View nested reference documents
View nested reference files
Update reference relationships
Update referred by relationships
Working with objects
Create and manage objects
Copy an object
View the object details
Update an object
Delete an object
Terminate an object
Relate the objects in a wizard
Create a relationship between objects
Create and edit a relationship
Terminate an existing relationship
Managing related items for an object relationship
Create and manage tags
Create a new tag
Update a tag
Edit multiple tags using list editing
Terminate a tag
Managing Models and Assets
Create an asset
Create a model
Visualizing your data
What file formats are supported?
Viewing and navigating your files
View an active drawing
View tags in an active drawing
View a 3D model using a view work area
Navigating Octave 3D file formats
Navigate Octave 3D file formats using touch gestures
Navigate Octave 3D file formats using a keyboard, keypad, and mouse
Navigate Octave 3D file formats using the menu bar
Navigate Octave 3D file formats using navigation and selection commands
Create a snapshot of a 3D model
Navigating 2D file formats
Navigate 2D file formats using touch gestures
Navigate 2D file formats using the menu bar
View SmartFrame layers in a 2D drawing
View Common Schema objects in a 2D drawing
Navigating tags in split-screen mode
Navigating Design Review
Choose your View Work Area toolbar
Marking up and comparing your files
Navigating non-Octave file formats
Navigate non-Octave file formats using touch gestures
Navigate non-Octave file formats using a keyboard, keypad, and mouse
View non-Octave files exceeding the size limit
Using the Markup Toolbar
Download a file with markup layers
Print a non-Octave file format
Using the Markup Layers Manager
Create a markup layer
View a markup layer
View multiple markup layers
Edit a markup layer
Copy a markup layer
Consolidate markup layers
Lock or unlock markup layers
Delete one or more markup layers
Annotating a file using markup layers
Add annotations to a markup layer
Add action pins to a markup layer
Add dynamic stamps with token values to a markup layer
Format annotations in a markup layer
Comparing files using the viewer
Compare files attached to different documents
Compare design files
Compare text files
Using the hotspot bubble
Using visual intelligence to analyze your data
Search for tags
Run a visual intelligence report
Visual intelligence options
Printing your files
Quick View
Visualization troubleshooting
Troubleshooting the Graphic View Control (GVC)
3D model does not load in the browser
Browser displays an "out of memory" error message
Cannot view a file using View Native
Chrome displays error message "could not initialize WebGL"
Force Refresh to update graphics in a Smart 3D model
Model has a large range, which limits object visibility
Slow performance when loading Octave 3D models
Unable to interact with the GVC on an iPad
Troubleshooting the view and markup control
Cannot view a file using View Native
Display item attribute values do not display in view and markup
Item is not viewable with this command
PDF file containing 3D content appears blank
This file is over the maximum size for downloading
Touch commands do not work in Chrome
Unable to retrieve the markup rendition
Unsupported file format
Querying for data
Querying for data
Use the Advanced search
Create a query
Save a query
Filter the saved queries
Sort the saved queries
Edit a query
View search results
Results table options
Filter or sort the results
View indexing results
Execute saved reports
How do I access reports?
Run a report
Run a report with a prompt
Run a background report
View notifications of reports
Using ENS
Create multiple objects with ENS
ENS preview summary
Using the Info Map
Create a relationship tree
Limitations using Info Map
Using workflows
Make workflows work for you
Configure automatic reassignment of workflow steps for out-of-office or disabled users
Allow reassignment of workflow steps
Understand role criteria for filtering deputies
Manage your workflow steps
Acknowledge an information step
Approve a workflow step
Approve or reject a transmittal
Cancel a workflow step
Claim a workflow step
Complete a workflow step
Reject a workflow step
Indicate a workflow step cannot be completed
Attach a workflow to an object
Delete an attached workflow
Terminate an attached workflow
View a Workflow Details Report for an object
View the Workflow Overdue Steps Report for an object
View the All Overdue Steps Report
Correct PDF rendition generation failures
Workflow step re-authentication issue
Reassign work to a different user
Reassign your tasks temporarily
Reassign a workflow step
Using List Edit
Edit object data in the results grid
Configure objects for use in List Edit
Using the To Do List
To Do List overview
Results table
Workflow step actions
Workflow viewer
Workflow viewer options
Task details
Parallel tasks
Working with transmittals
Create a transmittal
Preview the transmittal letter
Prepare the transmittal
Receive a transmittal
Acknowledge the transmittal
Reshare a transmittal
Cancel a transmittal
Learn more about transmittals
Viewing the History
View attribute details
View the object timeline
Grouping attributes by column header
Filter and sort the attributes
Document overview display
View document details
Viewing attached files
Using Concurrent Engineering
Claim objects to a project
Merge objects
Loading documents and data using Data Take-On
Run a Data Take-On job
Monitor the Data Take-On job progress
View job progress and statistics
Review validation errors
Review load step errors
Retry a failed load process
Data Take-On troubleshooting
Import - CSV Files
Only column headers are saved
Import - 3D Model files
Issues in property-based mapping
Custom import definition is not used
Incorrect import definition is used
In pattern does not work with values containing commas
A newer import definition is not applied when multiple definitions have the same precedence
Objects are mapped to the generic fallback
Validation
Value is invalid for enum level on target property
Job Processing - CSV files
Error when file object is loaded before the object to which it is attached
File CSV Validation Failed
Job is not created with error: Object successfully created, but failed to be attached to the workflow
The request limit for the database is 2000/3200 and has been reached
User must be related to organization to continue with registration
Transferring data failed
Unique key or query def was not unique
Load fails at stage 3 when data is partially loaded into the database
Job Processing - 3D Model files
Missing object properties in Navisworks® files
Missing engineering data in Navisworks® files
Integrating with design tools
Sharing data
Continuous sharing
Sharing documents and drawings
Create a revisable document from Smart P&ID or Smart Instrumentation
Share a revisable document or drawing
Share a new revisable document or drawing
Share signed-off or superseded documents or drawings
Revisions and Versions of Shared Documents and Drawings
Loading shared documents and drawings
Sharing with file mode
View the Inconsistency Report for a consolidated object
View the Tag Existence Dashboard
Revising documents
Revising a document
Operate and maintain a plant
Create and manage changes to the plant
Change request workflow
Temporary change request workflow
What do you want to do?
Create a change request
Create a change request within a markup layer
Prepare the change request
Analyze the impact of the requested change
Evaluate the change request
Coordinate the change request
Review and approve or reject the change
Rejecting a change request
Correct a change request failure
Complete the change request
Evaluate whether a temporary change is still required
Approve a temporary change extension
View the workflow of change request
Search for change requests
View the Plant Life Cycle Changes dashboard
Create and manage data books
Create a data book
Manage data books
Copy structure
Copy content
Generate a consolidated PDF for a data book
Execute a project
Load the submittal documents/tags and perform document reviews
Submittals
Planning submittal
Deliverable submittal
How do submittals work?
Create a submittal
Monitor the submittal progress
Review validation errors
Review export stage errors
Review submittal
Search for planned deliverables
Upload a document
Submittals processing errors
Import errors
System fails to load submittal data
Common causes of import errors
Unable to evaluate computed column with Name 'Resolve_IssuePurposes' and Function Name 'Replace'
Unable to evaluate computed column with Name 'Comp_Config_Discipline' and Function Name 'Replace'
Validation errors
Submittal stuck at ‘Validation Error Check Processing’
Submittal stuck at ‘Awaiting approval for export’ after Validation
Other common validation errors
Value could not be converted to DateTime format
Property value 'TRUE' is invalid for target property 'SCLBIsOKToShareWithOtherOrgs'
Check Staging File Exists: File does not exist at specified location
One or more Issue Purpose(s) specified in CSV is not valid for current config
One or more Discipline(s) specified in CSV is not valid for current config
Document is already related to a contract and cannot be related to another contract
Export errors
Failure during loading data into the project
Common causes of data export failure
The later revision (by issue date) does not have the higher revision code
Issue date cannot be in the future
Failure during loading files into the project
Common causes of file processing failure after export
Attempting to update the latest revision of the existing MDR with the same file
Pre-processing errors
Submittal load job fails to start
Object successfully created, but failed to be attached to the workflow
Reviews
Review delivered documents
Perform QA review
Create actions within a QA review
Add actions from the Document Review page
Add comments and reference information
Consolidate reviews and prepare to issue
Manage markup layers
Respond to document reviews
Communicate with stakeholders in your project
Track your technical queries and actions
How do the technical query processes work?
Manage Incoming/Outgoing technical query
Manage internal technical queries
Learn more about technical queries
How does the action process work?
Manage internal actions
Manage outgoing actions
Learn more about actions
What do you want to do?
Create a technical query or an action
Export technical query contents
Add content, markups, and comments
Review for contractual compliance in originating organization
Initial review
Respond to technical queries or actions
Consolidate responses
Review the response for contractual compliance
Rework the response
Review the response
Cancel a communication object
Manage internal reviews
Create distribution lists
Create a matrix type
Using a distribution matrix type
Create a distribution matrix
Populate the distribution matrix
Compare users within the distribution matrix
Copy user assignments within the distribution matrix
Filter column headings in a distribution matrix
Copy the distribution matrix
Create and manage handover requests
Manage handover requests
Create a handover request
Review the handover request
Correct object failures before merge
Rework the handover request
View handover details
Create and manage changes to the project
What do you want to do?
Create an engineering change request
Prepare the engineering change request
Analyze the impact of the requested change to tool domain data
Evaluate the engineering change request
Extend the scope of the engineering change request workflow
Coordinate the engineering change request
Review and approve or reject the engineering change request
Rejecting a change request
Merge objects
Complete the engineering change request
View the workflow of change request
View the Workflow Details Report of an engineering change request
Access issues
InConcert continually tries to authenticate
InConcert is blocked by your company's firewall
Administering and configuring InConcert
How do I enable single sign-on for InConcert?
What can I do in the feature sets?
How do I get started creating my digital twin in InConcert?
Create your digital twin
Use the starter pack to prepare your digital twin
Plan your InConcert environment
Download the starter pack
Work through the starter pack worksheets
Plants sheet
Areas sheet
Units sheet
Document Classifications sheet
Document Classification Mapping sheet
Disciplines sheet
Material Classifications sheet
Tag Classifications sheet
Tag Classifications Mapping sheet
Tag ColumnSets sheet
Generate load files
Load the tenant setup information
Set a revision scheme
Load the plant setup information
Manage the plant configuration details
Set plant user details
Set up the projects
Prepare your digital twin interactively
Tenant setup overview
Plant setup overview
Project setup overview
What do you want to do?
Prepare the tenant
Configure revision schemes
Create a new revision scheme
Update a revision scheme
Terminate a revision scheme
Different revision schemes for plants and projects
Configure issue purposes
Create an issue purpose
Configure companies and organizations
Create an organization
Load data into your system
Review the classifications supported in your system
Prepare the plant
Configure the Plant Breakdown Structure (PBS)
Create the PBS interactively
Create the plant
Manage the Octave default PBS interactively
Plant naming guidelines
Configure user access
Update a user
Manage user role assignments
Assign security codes to a user
Assign roles to a user in a configuration
Manage the organization for users
Get an overview of users assigned to a role
Role management
Copy user access
Copy role assignments to another user
Copy user access between configurations
Configuring disciplines for a user
Create a discipline
View and update disciplines
Configure security
Security model overview
Managing roles
Create a role
Delivered roles
Manage roles for an access group
Role assignments
Access group configuration
Create access groups
Manage the access groups for a role
Manage methods for an access group
Restrict access to methods in an access group
Further ways to restrict access to methods
Manage access groups for class definitions
Relating interface definitions to an access group
Restrict access to class definitions by owning group
Manage relationship definitions for an access group
Manage access groups for an API Entry Point
Configure owning groups
Create an owning group
Restrict access to methods using owning groups
Domains and data segregation
Domains
Domain environment
Domain groups
Relate class definitions to the domain
Configure security rules
Create a security rule
View and update security rules
Configure security codes
Create a security code
View and update security codes
Prepare the projects
Create a project
Manage the project configuration details
Complete a project
Cancel a project
Configure a document type distribution matrix
Configure roles and users for InConcert
Define work areas
Create a named space
Create a work area
Create a view work area
Create a work package from work area
Register your design tools
Register your integrated design tools
Registering projects
Register from a design tool
Learn more about registering
How do I extend my system?
Configuration rules
Roles, access groups, and security configuration rules
User interface configuration rules
Workflow process remodeling rules
Data model configuration rules
Common Schema evolution rules
Class definitions
Interface definitions
Property definitions
Enumerated lists
Enumerated entries
ENS definitions
Unit of measure lists
Unit of measure
Relationship and edge definitions
Configure the schema
Common Schema configuration
Create a property definition
Enumerated lists
Create an enum entry
Disabling an enum entry
Enumerated hierarchies
Maintaining tag types in a hierarchy
Tag base class example
Manage tag search results
Configure the enum list types hierarchy
Create a new enum list item in the hierarchy
Update an enum list item
Update an enum entry
Create an interface definition for an enum list item
Create a property definition for an interface definition
Attach new items to a change request
Add a new change request to the list
Enforcing tag name uniqueness through the Tag class definition
Common Schema data model changes
Create Common Schema change request
Prepare Common Schema change request
Create Common Schema objects
Review Common Schema change request
Rework the Common Schema change request
View the Common Schema change request objects
Report on customized schema objects
Extend the existing stand-alone SDx schema
Understand the Integration Engine
Cumulate
Processing tool data using SDxiHubAutoIntegrationSchedulerTask
Changesets
Tell me more about changeset objects
Calculate
Correlate
Correlation process
Correlation rules
Correlation rules and object types (TypeCorrelationRuleDef)
Configuring the correlation level of the hierarchy
Types of correlation rule definitions
Correlation and consolidation for objects with and without graphics
Rules and examples of IDR record values in different scenarios
Empty string or undefined correlation IDs
Objects in SharedGroup that are correlated
If clause for correlation rule definition and If clause for each correlation rule
Handling of Identity Register Objects for objects with duplicate names
Persistence of correlation information
ISIOObject interface definition
Configure correlation rules and correlation definitions
View correlation rules
Consolidate
Configure precedence rules
Review precedence rules
Precedence rule Order
Precedence rule Name
Precedence rule Precedence Category
Precedence rule Design Component
Precedence rule Object Type
Precedence rule Criteria
Precedence rule Precedence Value
Relationships and group inclusion
Manage precedence rules
Create a precedence rule
Consolidated object and relationship termination
Special functions added for precedence criteria
Compare
Comparison process
Inconsistency objects during the comparison processing
Handling Intentionally ignored inconsistency objects
Handling relationships during comparison
Manage instruction generation using SDxiHubGenerateInstructionsSchedulerTask
Manage the AutoCommit microservice
Reference information for the Integration Engine
Criteria functions
AllAreSetB, AnyAreSetB, NoneAreSetB, and AreSet functions
Count function
EndNamedRecord and EndNamedRecordB functions
GetCorrelationID
GetCountOfRelatedDesignComponents function
GetEnumNumber function
HasUniqueProperty function
IsContextUnique function
IsOtherEndObjectExistingB function
IsRelatedTo and IsRelatedToB functions
IsSetB function
RegexMatchb function
RegExReplace function
Troubleshoot the Integration Engine
Deleting consolidated objects is not permitted
Restart a stuck scheduler task
SPFEnumEnumObjClass relationship does not exist
Troubleshoot Identity Register exceptions
Error handling for project-level naming rules
Exceptions occur when Integration Engine processes shared data
Enable or disable the automatic reprocessing of objects that failed the Integration process
Extend the administration model
Export data
Import data
Create a load file
Import a load file
View load errors
XML format
XML instructions
Transaction handling
Date time handling
CreateConfig setting
Design component setting
Mode for load files
ContainerID
Data creation
XML relationship examples
Regenerating the Common Schema
Identification properties and their use
Customer modifications and relationships
Optional interfaces on created objects
Configure the user interface
Configure the interface
Configure feature sets
Create a feature set
Modify a feature set
Relate a method to a feature set
Manage feature sets
Group function tiles in a feature set
Control the display of functions
Modify how functions display
Manage method access groups
Configure the form used on create methods
Configure the default method action for object types
Suppress the display of methods
View files default action
Configure API Entry Points
Create an API Entry Point from a class or interface definition
Update an API Entry Point
Create an API Entry Point group
Configure API Entry Point relationships
Relating a column set to an API Entry Point
Edit property comparison criteria
Configure API Entry Points to display as functions in a feature set
Modify the display of API Entry Point functions in a feature set
Manage access groups for an API Entry Point
Use the Info Map to configure an API Entry Point
Show all navigations
View visible navigations
Resolve which column set to use to display items
Configure search menu items
Configure peek search request value
Configure the default search bar criteria
Disable peek search
Change the default search operator
Edit the display name of a search menu item
Configure the default search filter column set items
Exclude search filter column set items
Configure the results grid sort order
Configure Actions menu items
Display a method icon on the Actions menu
Configure conditions
Create a condition
Update a condition
Condition syntax
Common syntax
Function condition expressions
Condition constants
Condition validation
Common condition errors
Configure methods
Create a method
Configure Revise method to inherit existing document relationships to the new document revision
Update a method
Manage the access groups for a method
Manage the interface definitions for a method
Restrict access to methods in an access group
Further ways to restrict access to methods
Display a method icon on the Actions menu
Configure forms
Form generation process
Form generation rules
Configuring forms
Create a form
Update a form
Copy a form
Control ENS display in create forms
Relate design components to forms
Alternative forms
Suppress the Apply button on forms
Forms for complex objects
Restrict user defined ENS settings for multi-object creation
Configure sections
Create a section
Form purpose options
Update a section
Manage sections in a form
Manage section access groups
Hide sections
Defining dynamic sections
Create a dynamic section
Configure column items in dynamic form sections
Configure column items by configuration
Dependent pick lists
Configure display items
Create a display item
Update a display item
Manage display items in a section
Configure display item relationship tabs on forms
Configure display items for related objects in create and update forms
Picture mask types
Set date and time format
Validate dates
Use password masks on forms
Use regular expressions
Configure template documents
Create a template document
Configure a method to display the templates
Edit and check in a template document
Undo edit in a template document
Configure documents with multiple sheets
Condition and relationship for document sheet methods
Enabling access groups
Configure a property value to be set on merged objects
Configure viewing page titles
Configure the audit functionality on methods
Configure column sets
Create a column set
Create a column item
Relate an interface to an column set
Managing column items
Manage column items for Edit
Configure automatic sorting of column items
Configure column width
Example configurations
Manage related items
Use the manage related items dialog
Search for an item to relate
Relate an item
Remove a related item
Edit an existing related item or property
Change the display order of related items
View related items in the object's details form
Configure the related items for a specific object type
Manage access groups
Manage the access groups for a role
Manage roles for an access group
Manage methods for an access group
Restrict access to methods in an access group
Manage access groups for class definitions
Restrict access to class definitions by owning group
Manage relationship definitions for an access group
Manage access groups for an API Entry Point
Manage the relationship definitions for an entry point
Manage column sets
Manage classifications for a column set
Manage interfaces for a column set
Manage column items for a column set
Manage column items for dynamic forms
Configure automatic sorting of column items
Configure column width
Manage column items by configuration
Configure an InsightView dashboard
Create an authorization server
Create a Web API
Create a request header
Example request headers
Create a dashboard
Create a widget
Complete the URL using a wizard
Make a widget dependent on another widget
Supported URL parameters
Check the status of a widget
Update a dashboard
View the widget logs
InsightView dashboard issues
Issues when configuring an InsightView dashboard
My tablet keyboard is preventing me from seeing widget creation page
This dashboard is currently unavailable
Issues when displaying an InsightView dashboard
Cannot embed a website in an iframe
Site is shown as Not Secure
The Actions menu isn't available for items in a grid or count widget
Dashboard is slow to load on my iPad
Widget content is not displayed
Failed to parse the OData url: "Resource not found for the segment <Name>"
Configure InConcert Assistant
Configure launch URLs
Launch URL examples
Configure file types
Configure Save Target As action to filter file types
Configure object actions to restrict file types
Configure the display of missing and duplicate reference files
Configure PDF generation with custom rendition options
Configuring custom file types
Configure markup renditions
Configure locking and unlocking of markup layers
Configure the view and markup control
Configure markup security
Grant permission to print and download
Configure custom UI assets
Retrieve custom UI assets
Bulk upload custom UI assets
Bulk download custom UI assets
Configure a UI icon
Configure a font
Configure a UI customer logo
Configure an action pin, stamp, or symbol
Configure reports
How do I access reports?
Find a report
Run a report
Edit a report
Create a report
Define criteria for a report
Configure a report to run as a scheduled task
Relate a report to a feature set
Existing reports
Find a report
Run a report to review the result set
Update the access group of a report
Edit a report
Terminate a report
Learn more about report output formats
Generate OpenXML Word report for an object
Create custom OpenXML Word reports
Create a template (.docx) file
Create a control (.xml) file
Create a template document for OpenXML Word report
Create a method based on the OpenXMLWordReport client API
Filter template documents to generate OpenXML Word reports for classified objects
Create a VDS connection
Configure a client application
Create the client application in Postman
Configure the Engineering Numbering System (ENS)
Create an ENS Definition
Update an ENS definition
ENS item types
ENS Start Sequence
ENS Fill Gaps
Restrict user defined ENS settings for multi-object creation
Configure the system options
Configure indexing for fast searches
Configure an entry point for indexing
Document and tag entry points
Viewing results from the indexed datastore
Reindexing objects
Automatic reindexing of failed or missing objects
Manually reindex objects
Multiple reindexing events
Displaying indexed objects as a dashboard report
Indexing of attached PDF files
Configure email definitions
Create a new email definition
Learn more about email digests
Configure and maintain the system calendar
Manage configuration specific calendars
Create a calendar
Relate a calendar to a configuration or plant
Update a calendar
Copy a calendar
Manage workflows
Manage workflow templates
Create a workflow template
Create a workflow step
Step definition
Create a workflow step definition
Create a workflow step checklist
Create a workflow step status
Update a workflow template
Copy a workflow template
Delete completed workflows
Create a merge workflow process step type
Merge completed workflow steps
Configure workflow step re-authentication
Configuration control of workflows
Workflow step recovery
Automatic sign off steps
Using the Workflow Comparer
Comparing workflow templates
Resolving conflicts
Corrective actions you can take
Synchronize the workflow template
View the results
Accept all master workflow template changes
Configure roles for workflows
Configure workflow access
Configure roles to appear during reassignment
Configure roles to appear when adding users as workflow recipients
Update role assignments for new users
Reassign tasks owned by one user to another user
Transfer ownership of items from one user to another
Control the reassignment pagination
Delivered workflows
Change request workflow
Handover Request workflow
Temporary change request workflow
Temporary change request review workflow
Internal change action workflow
Internal Actions workflow
Change Request Preparation Workflow
Change Request Execution and Merge Workflow
Incoming Submittal workflow
Internal Review workflow
QA Actions workflow
QA Review workflow
Technical Query workflow
Internal Technical Query workflow
Outgoing Technical Query workflow
Incoming Technical Query workflow
Configure transmittals workflows
Outgoing Transmittal workflow
Incoming Transmittal Workflow
Internal Transmittal Workflow
Cancelled Transmittal Workflow
Content extraction workflow
Configure dynamic assignment of recipients
Upload Files and Load Documents Workflow
Configure schedulers
Create a scheduler
Start or stop a scheduler
Restart a scheduler
Update a scheduler
Terminate a scheduler
Query for scheduled tasks
Retry a failed task
Update a task
Terminate a task
Delete a task
Recovery scheduler task
Handling the recovery of AMQP Steps
Excluding process steps from recovery
Scheduler task fails with error message
Configure Tree View relationships
Create drill-down tree items
Configure new object mapping
Configure watermarks
Create a watermark
Preview a watermark
Configure bookmarks for the PDF generated from the data books
Regenerate metadata
Set up additional Project features
Configure issue purposes
Create an issue purpose
View and update issue purposes
Configure submittals
Validation rules for MDR submittals
Configure management properties on contractor documents
Configure Reason for Recipients
Using custom class definitions
Configure Concurrent Engineering
Troubleshooting configuration issues
How do I operate and maintain a plant?
Using work packages
Create a work package
Prepare the content
Manage related information
Analyze the impact of the work package
Update work package details
Review content
View files
Select to automatically delete markups
Copy a work package
Monitoring the progress of loaded data
Loading shared documents and drawings
View the load status of shared documents
Retry loading graphical documents
View the load status of revisable documents
Retry loading revisable documents
View the progress of specific objects in the Integration Engine
View the status of objects from the dashboards
What do you see in a delivered object progress dashboard?
What do you see in the Integration Engine Operational Schema Details dashboard?
What do you see in the Admin Integration Service Charts dashboard?
What do you see in the Admin Integration Service 3D and PID Objects Progress Charts dashboard?
What do you see in a background job status dashboard?
Tell me more about the Integration Service State statuses
Use work areas to determine who can see objects
Enable or disable the automatic reprocessing of objects that failed the Integration process
Creating a report of incomplete relationships in the loaded as-built data
How do I configure Data Take-On?
Configure Data Take-On mappings
Doc to Tag relation loader mappings
Document mappings
Tag mappings
Using Data Take-On Administration
Set Data Take-On default options
Set illegal characters for import mapping
Define import mapping
Create an import definition for CSVs
Edit the primary object details
Create a new column header
Edit a column header
Edit mappings
Create an import definition for inverted CSVs
Edit the primary object details
Create a new column header
Edit a column header
Edit mappings
Create an import definition for 3D Models
Property-based mapping and patterns
Create an import definition based on a specific property value
Create a new source property
Edit a source property
Edit the primary object details
Edit mappings
Add rules to the IFC and Navisworks auto-generated rule sets
Update an import definition
Update an import definition with a custom property mapping for 3D Models
Update an import definition for an inverted CSV
Delete an import definition
Define load mapping
Update a load definition
Define load object mappings
Create load object mappings
Update load object mappings
Define stage properties and relationships to load object mappings
Create load property mappings
Update a load property mapping
Create load relationship mappings
Update load relationship mappings
Create load relationship property mappings
Update load relationship property mappings
Define unique keys and query definitions
Load object unique keys
Load object query definitions
Load file mappings
Define validation rules and rule sets
Create a validation rule set
Update a validation rule set
Copy a validation rule set
Terminate a validation rule set
Create a validation rule
Update a validation rule
Copy a validation rule
Terminate a validation rule
Configure the automatic generation of validation rules
Rule auto-generation model
Naming convention for rule auto-generation
Data Take-On rule severity levels
Define job definitions
Create a job definition
Update a job definition
Copy a job definition
Terminate a job definition
Export Data Take-On configurations
Export an import definition
Export load mappings
Export a rule set
Export a rule
Export a job definition
Import the Data Take-On configuration
Use function column type mappings
Use the Computed column
Processing the InConcert objects through the DTO Loader workflow
Run a new Data Take-On job
Attach the DTO Loader workflow automatically
Monitor the Data Take-On job
View the Data Take-On job
Loading the 3D Model files through the Translate Loader workflow
Review the delivered import definitions
Run a new Data Take-On job
Attach the Translate Loader workflow automatically
Monitor the Data Take-On job
View the Data Take-On job
Configure prompted attributes on Data Take-On jobs
Functions
Computed column functions
Document functions
Database computed columns
Non-database computed columns
Document function examples
Date and time functions
ConvertToHash function
Computed column .NET methods
Regular expression for evaluating multiple value columns in a CSV file
Computed columns for returning the latest revision of a document
InvertedFilter function
Validation rules and actions
Validation rule description
Actions
Load mapping actions
Relationship cardinality rules
Rename action in Data Take-On
Schedulers
Supported CSV file formats
CSV files not in invariant format
Load objects configured with ENS in the database
Job reports
Data Take-On troubleshooting
Import - CSV Files
Only column headers are saved
Import - 3D Model files
Issues in property-based mapping
Custom import definition is not used
Incorrect import definition is used
In pattern does not work with values containing commas
A newer import definition is not applied when multiple definitions have the same precedence
Objects are mapped to the generic fallback
Validation
Value is invalid for enum level on target property
Job Processing - CSV files
Error when file object is loaded before the object to which it is attached
File CSV Validation Failed
Job is not created with error: Object successfully created, but failed to be attached to the workflow
The request limit for the database is 2000/3200 and has been reached
User must be related to organization to continue with registration
Transferring data failed
Unique key or query def was not unique
Load fails at stage 3 when data is partially loaded into the database
Job Processing - 3D Model files
Missing object properties in Navisworks® files
Missing engineering data in Navisworks® files
How do I capture unstructured data?
Introduction to Data Capture
Where do I start with Data Capture?
How do I verify that tags are correctly hotspotted after the content extraction task is complete?
Configure Data Capture
Create a naming rule part
Create a tag naming rule
Create an off-page connector (OPC) naming example
Copy a tag naming rule or naming rule part
Manage file type precedence for content extraction
Upload the data into the system
Create a document creation task
Review the extracted documents
Review document creation task export stage errors
Process the documents
Prerequisites for extracting content
Extract content from the documents
Review the extracted tags
View the Content Extraction Tasks dashboard
What happens after content is extracted?
How do I connect Hexagon Digital Reality with InConcert?
Create an HxDR Connection
Update HxDR Connections
View HxDR Assets
Create a Digital Reality Alignment
Can I connect to third-party software?
Learn more about configuring InConcert
Find sample data on Smart Community
Pre-defined mappings in InConcert
System setup mappings
Document classification mappings
Tag classification mappings
Submittal mappings
MDR planning create mappings
MDR planning delete mappings
MDR deliverable create mappings
MDR deliverable delete mappings
MTR create mappings
MTR delete mappings
TDR create mappings
TDR delete mappings
Doc to Tag relation loader mappings
Document mappings
Tag mappings
Configure InConcert for performance
Actions menu
Lookahead count
Manage the expansion of nodes
Conditions
Entry Points
Change the default query criteria
Property comparisons
Search, query, and edge filtering
Filtering by property that has no value
Filtering documents by owning group
Filtering objects by dates
Reassign task page size
Scheduler
Workflows
Run system health check reports
Column Set Cost Report
Complex Conditions Cost Report
API Entry Point Cost Report
Forms Cost Report
Dynamic Forms Cost Report
Clear the cache for a tenant
Environment variables
Working with Client APIs
Client APIs
AddRecipient client API
AdminEntryPoints client API
AllOverdueStepsReport client API
AssignRecipients client API
AttachWorkflow client API
CancelDocument client API
ChangeConfigStatus client API
CheckInFiles client API
CompareDocuments client API
CompareWorkflowTemplates client API
ConfigRoleAssignment client API
ConfigureEnumTypes client API
ContextPanelDashboard client API
CopyDistributionMatrix client API
CopyObj client API
CopyTagNamingSystem client API
CopyTagNamingSystemPart client API
CopyToLocalFile client API
CreateAdhocQuery client API
CreateClassObj client API
CreateClassObjAndLoad client API
CreateClassObjAndRel client API
CreateClassObjAndRelFromMarkup client API
CreateENSDefinition client API
CreateMethod client API
CreateNextSheet client API
CreateObj client API
CreateObjAndRel client API
CreateObjectFromSelectedObjects client API
CreateObjModal client API
CreateRenditionOptions client API
CreateSignWizardClassObj client API
CreateTagNamingSystem client API
CreateTagNamingSystemPart client API
CreateWatermark client API
CreateWebGLSchedulerTask client API
CreateWizardClassObj client API
CreateWorkAreaDefinition client API
Dashboard client API
DashboardCreatePage client API
DashboardUpdatePage client API
DecryptPropertyValue client API
DeleteObj client API
DeleteUnClaimedWorkFlowSteps client API
DeleteWorkflow client API
DocumentImportReview client API
EditAdhocQuery client API
EditFiles client API
EditObj client API
EditObjModal client API
EditObjWithClassification client API
EditSignWizardObj client API
EditWizardObj client API
EditWorkAreaDefintion client API
ExecuteAdhocQuery client API
ExecuteSavedReportFromObject client API
ExpandDocNestedStructure client API
ExpandFileNestedStructure client API
ExportDTOConfiguration client API
ExportLoadObjectMappings client API
ExportObjectStructure client API
GenerateAlternateRendition client API
GenerateMergedRendition client API
GenerateMergedRenditionForFiles client API
GenerateThumbnail client API
HistoryViewModal client API
HistoryViewRoute client API
HomeDashboard client API
HxDRConnectionCreate client APIs
HxDRConnectionUpdate client APIs
InsertHistRev client API
IntegrationExceptionsAPI Client API
IntegrationObjectStateInfo client API
LaunchURLFromFeatureSet client API
LaunchURLWithDynamicArgs client API
ListEditContextMenu client API
ListEditUncontrolledItems client API
LoadObject client API
MaintainCalendar client API
ManageFiles client API
ManagePrecedenceRules client API
ManageSignedFiles client API
MergeObj client API
MergeStructure client API
MultiStepReAssign client API
Navigate client API
OpenXMLWordReport client API
OverdueStepsReport client API
PrintFile client API
ProjectHandover client API
QueryClassObj client API
QueryObject client API
RegenerateCommonSchema client API
RegenerateMetadata client API
ReIndexObjects client API
RelateObjectsToWorkArea client API
RelationshipManagement client API
ReplaceEditableCopyWithMasterCopy client API
ReplaceFiles client API
RestartSchedulerPolling client API
ResubmitDocumentToLoadTask client API
RetryTask client API
Revise client API
RunDanglingRelsReport client API
SCLBCommunicationManagement client API
SCLBCommunicationManagementDetails client API
SCLBQualityAssuranceReview client API
SDAApproveSDVJob client API
SDAContentExtraction client API
SDACopyDataBookContent client API
SDACreateClassObjAndRelFromMarkup client API
SDADeleteSDVJob client API
SDAImpactAnalysis client API
SDAManageDataTree client API
SDAManageMarkupLayersForRendition client API
SDARelationshipBuilder client API
SDASDVDownloadValidationReport client API
SDAShowMySDVJobs client API
SDAViewSDVJobSummary client API
SDxCopyWorkflowTemplate client API
SDXCorrelationRules client API
SDxCreateClassObjAndLoad client API
SDxCreateWorkflowStepChecklist client API
SDxCreateWorkflowStepDef client API
SDxCreateWorkflowTemplate client API
SDxDeleteCompletedWorkflows client API
SDXExportDataModal client API
SDXImportDataRoute client API
SDXManageRelatedItems client API
SDxShowMySDVJobs client API
SDxUpdateWorkflowStepChecklist client API
SDxUpdateWorkflowStepDef client API
SDxViewConsolidatedDataForObject client API
SDxWorkflowTemplateEditor client API
SendToDocumentVersion client API
SetObjectCollectionValues client API
SetObjectValues client API
ShareFile client API
ShareUrl client API
ShowInbox client API
ShowInboxForObject client API
ShowObj client API
ShowObjModal client API
ShowWorkflow client API
SignOff client API
SignOffWithForm client API
SOPSCommunicationManagement client API
SOPSCommunicationManagementDetails client API
SOPSManageMarkupLayersForRendition client API
SPFCopyConfigAccess client API
SPFCreateEmailDef client API
SPFUpdateEmailDef client API
SPXSAPSync client API
StartScheduler client API
StepAcceptAction client API
StepClaim client API
StepRejectAction client API
StepUpdateDates client API
StepUpdateDesc client API
StepUpdateRecip client API
StopScheduler client API
TagExistenceRoute client API
TagExistenceWidget client API
TagReview client API
TaskReassignmentConfiguration client API
TerminateObj client API
TerminateWorkflow client API
UnCancelDocument client API
UndoEditFiles client API
UndoSignOff client API
UnlockUserAccount client API
UpdateMethod client API
UpdateReferences client API
UpdateReferredBy client API
UpdateRenditionOptions client API
UpdateRoleAssignments client API
UpdateTagNamingSystem client API
UpdateTagNamingSystemPart client API
UpdateWatermark client API
UpdateWidget client API
UploadDocument client API
ViewActiveDocument client API
ViewBatchRenditionLog client API
ViewConsolidatedDataForObject client API
ViewInDocument client API
VTLExportMappingUpdate client API
VTLImportMappingsCreate client API
VTLImportMappingsUpdate client API
VTLJobDefinitionCopy client API
VTLJobDefinitionCreate client API
VTLJobDefinitionUpdate client API
VTLRuleCopy client API
VTLRuleCreate client API
VTLRuleUpdate client API
VTLRuleSetCopy client API
VTLRuleSetCreate client API
VTLRuleSetUpdate client API
VTLStageObjToTargetObjCreate client API
VTLStageObjToTargetObjUpdate client API
VTLStagePropToTargetPropCreate client API
VTLStagePropToTargetPropUpdate client API
VTLStageRelPropToTargetRelPropCreate client API
VTLStageRelPropToTargetRelPropUpdate client API
VTLStageRelToTargetRelCreate client API
VTLStageRelToTargetRelUpdate client API
VTLSystemOptions client API
WebClientExtensibility client API
WebClientExtensibilityMultiple client API
WorkflowDetailsReport client API
XmtlCancel client API
XmtlUndoCancel client API
Workflow process step types
Are items mergeable
Attach workflow to an object
Change contract and revise related documents
Claim your change request to project scope
Create a consolidated PDF rendition object
Create document PDF renditions
Create document review objects
Create document review objects based on appended recipients
Delete latest revision(s)
Delete relationships between markups and a change request
Delete workflow markups
Expand a definition and instantiate the relationship
Export and compress the files related to the source object
Generate document reviews for the latest issue purposes
Identify the reviewers in the document review process
Merge a workflow item
Merge to as-built
Propagate milestone property
Propagate reason for rejection
Propagate roles or users to a workflow process step
Relate the latest issue purposes to the document
Revise a projects workflow object
Revise document attached to an action
Revise document attached to the change request
Running and attaching an OpenXML Word report
Running and attaching an OpenXML Word report asynchronously
Schedule a task to start a review temporary change workflow
Set the target date on the review step
Setting an object or related object attribute
Sign off latest revision
Sign off latest version of the document attached to the change request
Skip document reviews
Terminate a relationship between the objects
Validate a common relationship between a workflow object and its child objects
Validate a condition against the workflow object
Validate comments when a step is rejected
Validate if a document with a given issue purpose has been reviewed
Validate if a document with a given issue purpose has any reviewers
Validate the user email address
Merge workflow process steps
Configuring a computer to support file mode share
Request a tenant reset
Platform recommendations
Understanding sessions and licensing
Session inactivity and license expiration
Multiple sessions license consumption
Support, Copyright, and Legal Information
Copyright Notice
Customer Support
Octave Policy Against Software Piracy
Glossary
access token
actions
active scope
alias tag
API
API Services
application integration
as-built
asset
attribute
auto-generate
brownfield
business administrator
business objects
business process integration
cache
calculate
cardinality
check in
client API
column headers
common assignee
Common Schema
compare
composite applet
condition
configuration
configuration tree
consolidate
contract
contractor
correlate
correlation ID
correlation rules
create scope
CSV
cumulate
current document
Data Capture
data cooperation
data files
data integration
data silos
Data Take-On
Data Take-On job
database
delimiter
deliverable milestone
deputy
design component
design file
display item
distribution matrix
document
document attribute
document master
document renditions
document review
document revision
domain
domain tag
edge definition
enterprise
entry point
enumerated entry
exposes
extensible markup language (XML)
feature sets
file properties or attributes
file type
folder
form
function
function code
GET
granular objects
Graphic Data Service (GDS)
graphic report
Graphic View Control (GVC)
greenfield
hierarchy
host
hotspotting
implies
import definition
import mappings
import process
Info Map
integration
integration environment
interface definition
issue purpose
IWA
job definition
JSON
load mapping
load process
mapping
markup layer
master document register (MDR)
master file
master tag register (MTR)
master tags
merge
metadata
method
model
notifications
OAuth
object weighting
OData
orphan tags
owning group
picklist
pinboard
pins
plant
port
POST
precedence rules
progress
project
property
property definition
property group
property list
QA review
query
query definition
query scope
raw attribute format
realizes
reason for receipt (RFR)
register
regular expression
Relationship Builder
relationship definition
relationship property
rendition
representational state transfer (REST)
responder
response
RESTful APIs
review assignment
revision
revision scheme
role
rules
rulesets
SaaS
schema
scope
scoped by
section
security codes
security rules
separator
server
share
sign off
SSL
staging
status
step
submittal
sub-review
superseded
tag
tag document register (TDR)
tag naming system
technical query
tenant
terminate
text reader
thumbnail
title block
To Do List
transmittal
transpose
UID
unique key
unit
unstructured data
UoM
URL
user
user profile
validation process
validation rule
vendor
version
View and Markup
visualization data service (VDS)
wildcard
work area
work breakdown structure
work package
work process diagram
workflow
working document

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