How to Configure SmartPlant Foundation Authoring - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

This section describes in detail how to exchange data with the SmartPlant Foundation data warehouse. Details of the data model are covered in the previous sections of this document.

For illustration, this section describes how to configure a simple equipment list in SmartPlant Foundation that can work with data retrieved from Smart P&ID, imported by Excel, or created directly in the SmartPlant Foundation authoring environment, and then publish that data to the data warehouse. This entails defining domains, the data warehouse and authoring schema, the mapping between them, the equipment list display and editing, the retrieve, load and publish, and configuring the roles for the users.

As already described previously in this document, there are two ways to publish authored data, by either creating the publish document dynamically from a data sheet or data list, or by modeling up a document to manage the approval and publish of the data. The advantage of modeling up a document is that the snapshot functionality enables engineers to create the publish and view files for review before publishing and to know that the data published was then reviewed, even if for some reason the actual authored data items have been updated in the meantime. The document is also revisable, so providing controlled updates to the related data by conditions that check the status of the related document and only allow updates when it is working, is one example.

There are two common ways to author lists of data in SmartPlant Foundation. One is to create a list object in between the document and the list items and the other is to relate the items directly to the document.

The following diagram shows a typical structure for using a list object to manage editing related data and a document to control the approval and publish process. This can be used to assist with authoring and also when there is a need to integrate the list object itself as in the SmartPlant Foundation line list application. The equipment is related to the equipment list document through the equipment list object.

The following diagram shows a typical structure for when the document is also acting as the list control object and the data items are related to the document revision. The document is the container for the data and is used to manage the list editing as well as the publish.

The published schema includes a published document and a published equipment item. When a SmartPlant Foundation publishable document is created in the authoring environment, a shared document is also created in the data warehouse shared domain. When the document is published, it is created in the publish domain and linked to the shared document. The diagram below shows a typical configuration for a simple published equipment list and how they are related.