Using Workshare with Projects - Intergraph Smart P&ID - Help - Intergraph

SmartPlant P&ID Drawing Manager Help

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English
Product
Intergraph Smart P&ID
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SmartPlant Foundation / SDx Version
Smart P&ID Version
7.1 (2014 R1)
Smart Engineering Manager Version
7.2 (2014 R2)
Smart P&ID Web API Version
(none)

Workshare functions the same whether using projects or not.  The only difference is that when using projects, only a project can function as a Workshare host.  The Plant cannot be a host or a satellite when projects are enabled.

  • In a Workshare collaboration, new plant groups cannot be created by standalone satellite sites or by the satellite sites in a project.

  • Connected Workshare is available only for sites using Oracle databases. If your plants and projects are using a SQL Server database, you cannot use connected Workshare.

  • Standalone Workshare allows you to mix the type of databases used in a Workshare collaboration.

  • When a project is used as a Workshare host, the satellites synchronize their reference data with the Plant reference data.

  • When transferring ownership of a drawing to another Workshare site, the corresponding versions are not transferred.  Only the current version of the drawing is transferred.

  • New plant groups (plants, areas, units, and so forth) cannot be created by satellites hosted by a project.

Using Projects in an Existing Workshare Collaboration

You must discontinue all Workshare collaboration in a plant before you can create projects in the plant. In other words, if the plant structure contains active Satellites, the Enable Projects command remains unavailable. We recommend completing the following tasks before enabling the plant for projects.

  1. Transfer all drawings to the host.

  2. Delete all satellites.

  3. Disable the plant for Workshare.

  4. Enable the plant for projects.

  5. Create a project to serve as the host.

  6. Enable the project for Workshare.

  7. Create satellite slots in the project host.

  8. Create satellites.

  9. Check out or fetch drawings at the host, then re-distribute drawings back out to the satellites.