Retrieve Documents - Integration - Update 46 - Help - Hexagon

SmartPlant Integration .NET Help

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English
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Integration
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SmartPlant Foundation / SDx Version
10
Smart P&ID Version
9 (2019)
Smart Engineering Manager Version
10 (2019)
  1. From within the authoring tool, click SmartPlant > Retrieve. The Retrieve dialog box appears.

    • This command is available only if you have registered the active plant using the SmartPlant Registration Wizard.

    • If you logged onto the authoring tool with a user name that is not defined in the integrated environment, you are prompted to log on when you use this command.

    • The Retrieve command searches the SmartPlant Foundation plant for documents that are ready to be retrieved into the authoring tool. These documents appear in the Documents to retrieve list on the Retrieve dialog box.

  2. In the Document type box, specify the type of document to be retrieved.

  3. In the Show section, select New versions of retrieved documents to include documents that have been retrieved previously and have been published again since the last retrieval.

    SHARED Tip Select Documents of all owning groups option to list the documents associated with all owning groups. If you see documents listed that are not available for selection, you don’t have access to their owning group.

    If you need to retrieve a document that is disabled, contact your administrator to be added to the owning group. For more information about owning groups in integration, see Using owning groups with Publish and Retrieve.

  4. Select documents to retrieve.

  5. For each document you select, select an option in the Retrieve Option column.

    Option

    Details

    As published

    Retrieves only the data that the authoring tool originally published, along with the selected revision and version of the document at the time of publishing.

    Latest data

    Retrieves data by comparing the information in the database with the published XML file, then updates the objects that were originally published.

    CDW data

    Retrieves the data by updating the property values contained in a published XML file with those contained on the corresponding CDW object.

    CDW must be enabled to use this option.

    SHARED Tip To apply a Retrieve option to multiple documents, point to the cell that you want to select, then click and drag until all documents are highlighted. Right-click on the highlighted cells, and select Retrieve option to apply the Latest data, As published, or CDW data option.

  6. Click OK to retrieve the specified documents.

  • Select the Batch retrieve option if you want the retrieve process to run in batch mode. If you select this option, an e-mail message will alert you when the process is complete. Otherwise, the retrieval process begins when you click OK.

  • The Deleted and Unclaimed Objects document is retrieved automatically every time you retrieve if there is a newer version of the document available since the last retrieval. The document is not included in the list, but it is retrieved automatically, when necessary, to ensure that the applicable information is updated.

  • A progress bar is displayed to show the progress of the revise, publish, or retrieve operation. The detailed section of the progress bar displays each step of the process as well as the amount of time the process took. A green check mark indicates the process is complete, while a gray circle indicates that the process has not started. A green and blue processing icon indicates that the process is currently working. You can click Hide Details to hide the detailed section of the progress bar. If the details are hidden, click Show Details to view the details section.

  • When the retrieval process is complete, a dialog box appears. If the View Log button on the dialog box is enabled, messages are available concerning the operation. These messages may include errors, warnings, or informational messages. Click View Log to see these messages.

See Also

Retrieving in an Integrated Environment
Retrieve Dialog Box
Retrieve Documents to Smart 3D
Retrieve Documents to Smart Electrical
Retrieve Documents to Smart Engineering Manager
Retrieving Documents in Smart Instrumentation
Retrieve Documents to Smart P&ID
Retrieve Documents to Smart Drawing Manager