Merge Tool Functionality - Intergraph Smart Reference Data Standard Database - Version 12.4 - Installation & Upgrade - Hexagon

Standard Database for Intergraph Smart Reference Data Merge Tool Help

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Intergraph Smart Reference Data Standard Database
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Installation & Upgrade
Standard Database for Smart Reference Data Version
12.4

Excel Report

When you click Excel Report, data related to selected node in both the grids is exported to an Excel file and saved in SDBMerge\Exports folder. You can retrieve specific records in the Excel file with the help of filters.

Functionality

  • To export data, click Excel Report, and then click Yes. User can also download the file from the exports folder.

  • In the CMS Module for Component Management, user can select class hierarchy and the data related to selected class hierarchy only will get exported into the Excel workbook. If Save Direct Children checkbox is selected for a node, parent node data along with child node data will get exported in an Excel file.

    • Complete data gets exported for the selected node irrespective of the filters.

    • The Merge Tool export process is not recommended to run multiple excel export jobs simultaneously as it is a highly resource intensive job.

Using Excel Report functionality for Merge operation

The following is the recommended procedure to generate and use Excel report in the Merge operation.

  1. Click Excel Report.

  2. In the Excel report, apply filters and view related data. In the SDB Merge Tool, select same data records and then click Merge.

  3. To save the records in the target database, click Save to Database.

SHARED Tip In Differences not shown in hierarchy mode, generate the Excel file again after saving the data to the target database and verify the changes for better results.

Delete and Replace

Delete and Replace allows the user to delete the entire content for the selected node from the target database and replace it with the source records.

This functionality is enabled only on the following selected nodes of the SDB Merge Tool:

  • Table Management

    • Table Attributes

  • Geometric Management

    • Nominal Sizes

    • Outer Diameters

    • Branches

    • Schedules

    • Nominal Reducers

    • Metric/English Equivalence

    • Geometric Tables (Commodity Geometrics/ Standard Geometrics/ Geometric Filters/ Other Geometrics)

  • Geometric Rules

  • Commodity/Ident Management

    • Commodity Keys

    • Object Parameter Details

    • Commodity Geometric Relations

    • Commodity Details

  • Specifications

    • Specification Header Notes

    • Specification Group Notes

    • Specification Details

    • Specification Header Geometrics

    • Specification Items

    • Specification Rule Attributes

    • Specification Header Groups

  • Smart 3D Integration

    • Transfer Type

    • Data Table Configuration - Attributes/ Definition attributes/ Attach Procedures

    • Templates

    • Data Table Mappings

    • Transfer Jobs

    • General Configurations

  • CADWorx Integration

    • Transfer Type

    • Data Table Configuration - Attributes/ Attach Procedures

    • Templates

    • Data Table Mappings

    • Transfer Jobs

    • General Configurations

  • CMS

    • Component Manager - Properties

  • PDMS Integration

    • Transfer Type

    • Data Table Configuration - Attributes/ Attach Procedures

    • Templates

    • Transfer Jobs

    • General Configurations

Custom Compare

This option enables the comparison of data using two different user-specified source and target values for a few nodes under Smart 3D Integration.

The following nodes support Custom Compare:

  • Smart 3D Integration

    • Data Table Configuration - Attributes/ Definition attributes/ Attach Procedures

    • Templates

    • Data Table Mappings

    • Attribute Mappings

  • CADWorx Integration

    • Data Table Configuration - Attributes/ Attach Procedures

    • Templates

    • Data Table Mappings

    • Attribute Mappings

You can use the Custom Compare feature for the above nodes by following steps given below:

  • Provide values for all four Smart 3D/CADWorx Integration nodes at once.

  • Check the Dependencies check box to view the associated dependent objects for the selected nodes.

  • Select the source and target values available from the list, and click Compare.

  • After the comparison is completed:

    1. All the tree nodes are cleared and populated with your custom compare nodes. You can now view the Reconfigure and Cancel Custom Compare options.

    2. In the Custom Compare mode, select the nodes you want to merge, and click Save to Database.

  • You can also re-compare by providing the source and target values for custom compare using Reconfigure.

  • To go back to normal comparison, click Cancel Custom Compare.

Save to Database

This option enables user to save the data to the target database after the merging process.

Functionality

  • When user clicks Save to Database, a pop-up is displayed.

  • Select the required data and their Dependent Objects, that the user wants to save to target database and then click OK.

  • The Merge Tool honors the control status values defined in the target database. It will not edit/modify the records in the target database, if the control status is other than 1.

  • Show Dependency and Save to Database options are enabled only when the user merges data in the data grid.

Sort Functionality

This feature is applicable for all the columns present in the source and target grid of data comparison view. If the user applies the sorting on a source column, the source data gets sorted and the corresponding target records are sorted accordingly.

  • Default sort order is based on Identical, Source Only, Different, and Target Only order.

  • When user clicks Column Header, the data gets sorted in ascending order (Sorted column has an upward arrow adjacent to header column name).

  • When user re-clicks Column Header, data gets sorted in descending order (Sorted column will have a downward arrow adjacent to header column name).

  • User can enable Multi-Sort Functionality by selecting multiple column headers with the help of Ctrl + click. (Sort order will have a number adjacent to column header name).

  • User can apply different orders (Ascending or descending) to different columns with the help of Ctrl + click/reclick.

  • When user switch from source to target grid, to sort columns, all previous sorts applied on both the grids will be disabled.

Filter functionality

This option enables user to filter columns based on the provided conditions.

To filter column values, click Filter . Select Filter condition and type the keyword. User can also apply filters to two columns at a time using And and Or condition.

Search conditions must be selected based on the requirements. To know more about filter option, see the examples below.

String columns filter

If you know the substring of data to be filtered, use Contains filter condition.

To filter specified column value,

  • Select Is equal to and for a range of values, select Is not equal to.

  • To apply filter on columns starting with specific input, select Starts with.

  • To apply filter on columns ending with specific input, select Ends with.

  • To apply filter on columns having empty values, select Is empty.

Numeric column filters

To apply filter on columns having blank values,

  1. Select Is blank.

  2. To filter specific column value, select Is equal to.

  3. To filter columns having greater numeric value, select Is greater than and for greater and similar values, select Is greater than or equal.

  4. To filter columns having smaller numeric value, select Is less than and for values smaller or equal to, select Is less than or equal.

Standard Database Merge mnemonics and shortcut keys

Mnemonics

Shortcut command in browser: Alt + <Key>

  • Refresh Grids: Alt + R

  • Excel Report: Alt + X

  • Merge: Alt + M

  • Unmerge: Alt + U

  • Undo: Alt + N

  • Show Dependency: Alt + P

  • Save to Database: Alt + S

  • Delete and Replace: Alt + L

Navigation Shortcuts

They can be accessed by the arrow keys in the keyboard.

  • Expand Tree Node: Right Arrow

  • Hide Tree Node: Left Arrow

  • Navigate one step up in Tree hierarchy: Up Arrow

  • Navigate one step down in Tree hierarchy: Down Arrow

Login key Shortcuts

To switch between input values: Tab Key

To click on selected option: Enter/Space Bar

To select dropdown: Down Arrow