Upgrade custom data sheet templates - SmartPlant Foundation - IM Update 47 - Installation & Upgrade

SmartPlant Foundation Upgrade

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English
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SmartPlant Foundation
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Installation & Upgrade
SmartPlant Foundation / SDx Version
10

When upgrading SmartPlant Foundation, the delivered data sheet templates are upgraded to Excel Macro-Enabled Workbook file format (.xlsm) only if they have not been modified. Custom data sheet templates are not upgraded by default.

When upgrading, ensure you do not use special characters in mapped property names in custom data sheet templates. Special characters include: | . - ! ? + ' % , ; & ~ * < >. For example, do not use "." at the end of a mapped property name, such as in view definition aliases.

If the file type has changed:

  1. Log on to the SmartPlant Foundation Desktop Client.

  2. Right-click the data sheet template, and click Show All Files.

  3. Right-click on the .xls file, and click Save Target As.

  4. In the Save Target As dialog box, specify the location where you want to save the .xls file.

  5. Open the .xls file, and save the file as .xlsm file.

  6. Right-click the data sheet template, and click Files > Attach File.

  7. In the Attach File dialog box, click Add File, and select the .xlsm file.

  8. Right-click the template document, and click Show All Files.

  9. Right-click the .xls file, and click Terminate.

If file type has not changed:

  1. Right-click a data sheet template, and click Edit > Check Out.

  2. Review the customizations made to the latest delivered template, and update the checked out file.

  3. Right-click the data sheet template, click Edit > Check In.