SmartPlant P&ID User Rights - Intergraph Smart P&ID - Installation & Upgrade - Intergraph

SmartPlant P&ID Installation and Upgrade Guide

PPMProduct
Intergraph Smart P&ID
PPMCategory_custom
Installation & Upgrade
SPFVersion_custom
Version_SPEL_custom
2015 R1 (7.1)
Version_SPI_custom
(none)
Version_SPPID_custom
7.1 (2014 R1)
Version_SPEM_custom
7.2 (2014 R2)
Version_WebSPID
(none)

If you modify properties on the Rights tab, you must execute the Refresh Users command to properly update the site administrator group and plant structure roles.

Category

Options

Description

Catalog

None

Read-Only

Full Control

None prevents users from accessing Catalog Manager.

Read-Only allows users to view symbols in Catalog Manager, but not make changes.

Full Control allows users to create new symbols and edit existing symbols.  Full Control is disabled for Workshare satellites and projects.

Plant Filters

None

Read-Only

Full Control

None prevents users from accessing Filter Manager.

Read-Only allows users to view existing filter definitions, but not make changes.

Full Control allows users to create new filters and edit existing filters.  Full Control is disabled for Workshare satellites and projects.

Display Sets

None

Read-Only

Full Control

Controls the ability to view, edit, and define display sets.  Full Control is disabled for Workshare satellites.

Default Views

None

Read-Only

Full Control

Controls the ability to specify default filters and layouts for item types.  Also controls setting the Brief/Bulk Lists associated with item types.
Full Control is disabled for Workshare satellites and projects.

Plant Reports

None

Read-Only

Full Control

None prevents users from accessing the plant reports.

Read-Only allows users to view existing report definitions, but not make changes.

Full Control allows users to create new plant reports and edit existing reports.  Full Control is disabled for Workshare satellites and projects.

Rules

None

Read-Only

Full Control

None prevents users from accessing Rule Manager.

Read-Only allows users to view existing rule definitions, but not make changes.

Full Control allows users to create new rules and edit existing rule definitions.  Full Control is disabled for Workshare satellites and projects.

Data Dictionary

None

Read-Only

Modify Select Entry

Full Control

None prevents users from accessing Data Dictionary Manager.  Modify Select Entry and Full Control are disabled for Workshare satellites and for projects.

Read-Only allows users to view settings in the data dictionary, but not make any changes.

Modify Select Entry allows users to edit select lists.

Full Control allows users to add items and edit existing items in the data dictionary.  Modify Select Entry and Full Control are disabled for Workshare satellites and for projects.

Options

None

Read-Only

Modify Settings

Full Control

None prevents users from accessing Options Manager.

Read-Only allows users to view option settings, but not make any changes.

Modify Settings allows users to change reference data pointers.

Full Control allows users to add options and edit existing options.  Full Control is disabled for Workshare satellites and for projects, but users must have at least Modify Settings level privileges to use Workshare.

Insulation Specifications

None

Read-Only

Full Control

None prevents users from accessing Insulation Specification Manager.

Read-Only allows users to view insulation settings, but not make any changes.

Full Control, disabled for Workshare satellites and projects, allows users to add settings and edit existing insulation settings.

Drawing Management

Create P&ID

Delete P&ID

Refresh P&ID

Create Version

Delete Version

Fetch Version

Edit Import Map

Update P&ID

Create Revision

Delete Revision

Create P&ID allows users to execute the New Drawing command in Drawing Manager.

Delete P&ID allows users to execute the Delete command in Drawing Manager.

Refresh P&ID allows users to execute the Compare and Refresh and Validate commands in SmartPlant P&ID.  Users must also have Full Control permission for P&ID Objects before they can refresh a drawing.

Create Version allows users to execute the Create Version command in Drawing Manager.

Delete Version allows users to execute the Delete Version command in Drawing Manager.

Fetch Version allows users to execute the Fetch Version command in Drawing Manager.

Edit Import Map allows users to execute the Edit Import Map command in Drawing Manager.

Update P&ID allows users to execute the Update command in Drawing Manager to update existing drawings.

Create Revision allows the user to create revision properties, modify revision properties, and associate revision properties with the revised drawing. For this option to work, Create P&ID must also be selected.

Delete Revision allows the user to delete a revision and its associated version.

P&ID Objects

None

Read-Only

Modify Properties

Full Control

None prevents users from accessing objects in the SmartPlant P&ID environment.

Read-Only allows users to view objects in the SmartPlant P&ID environment, but not make any changes.

To import, user needs at least the Modify Properties right.

To refresh drawings in SmartPlant P&ID, users must have Full Control permission on P&ID Objects.

Workshare

Publish

Get Latest Version

Assign Drawing Ownership

Synchronize Reference Data

Synchronize Shared Items

Publish allows users to publish drawings to other satellites or back to the host.

Get Latest Version allows users to obtain the latest published drawing from the host or satellite site.

Assign Drawing Ownership allows users to specify which Workshare sites have read/write permission for published drawings.

Synchronize Reference Data allows users to update their reference data with the reference data at the host.

Synchronize Shared Items allows users to update their shared items with the shared items at the host.

Projects

Check Out

Check In

Fetch

Change Status

Claim

Check Out allows users to execute the Check Out and Undo Check Out commands in Drawing Manager.

Check In allows users to execute the Check In command in Drawing Manager.

Fetch allows users to execute the Fetch command in Drawing Manager.

Change Status allows users to interact with the Project Status dialog box in Drawing Manager.  If you are not granted this right, you can only view the project status, but cannot modify it.

Claim allows users to execute the Claim and Release Claim commands in SmartPlant P&ID.

SmartPlant

Publish

Retrieve

Enables or disables the ability to publish to or retrieve documents.  Select the check box to enable an option; clear to disable.