Publish Documents from Smart P&ID Drawing Manager - Intergraph Smart P&ID - Help - Intergraph

Intergraph Smart P&ID Drawing Manager Help (2019)

PPMProduct
Intergraph Smart P&ID
PPMCategory_custom
Help
SPFVersion_custom
Version_SPEL_custom
2019 (9.0)
Version_SPPID_custom
9 (2019)
Version_SPEM_custom
10 (2019)
Version_WebSPID
(none)

Before you can publish a document for the first time, at least one revision of that document must exist. The software finds only those documents that have revisions. If a document has several revisions, the software finds the most recent revision of that document.

  • This functionality is available only if you have registered the active plant using the SmartPlant Registration Wizard. For more information, see Register from Smart Engineering Manager in the Smart Engineering Manager Help.

  • If you logged on to 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.

  1. Select the drawings you want to publish.

  2. Click SmartPlant > Publish.

    A plug-in can be created that will allow user intervention to modify, add, or remove information from data to be published before it gets transmitted to SmartPlant Foundation. For details, see Pre-Publishing Automation from Smart P&ID.

  3. Add any additional documents to the Selected documents list by clicking one of the following toolbar buttons:

    • Engineering Tool — Opens the Publish from Engineering Tool dialog box for selecting documents.

    • File System — Opens a standard Microsoft dialog box that allows you to select files. When you select a file with this Select File dialog box, the Document Properties dialog box appears, allowing you to specify information about the file, such as whether it is a new file; the category, type, and subtype of the document; and the name, description, and title of the document.

    • Find — Opens the Find Documents to Publish dialog box, which allows you to search for documents. These are documents that have at least one revision and that were not published after creation of the last revision. For more information, see Find Documents to Publish dialog box.

      The documents that appear in the Selected documents list in the Publish dialog box when it first appears are publishable documents that were selected within the authoring tool before you clicked the Publish command.

  4. Edit properties as required for the selected documents.

    • When multiple documents are selected, only property values shared by all the selected documents appear in the grid. Changing a value in the grid changes that value for all the selected documents.

    • To remove an entry (or node) from the Selected documents list, select the node in the tree, and then click the Delete toolbar button.

  5. From the Operations list, choose a publish method.

    • Select Publish to immediately start the publishing process as soon as you click OK.

    • Select Background publish to publish the selected documents immediately as a separate process, allowing you to perform other tasks at the same time. When you use this feature, an e-mail message alerts you when the process is complete.

      If the authoring tool supports scheduled batch publishing, select the Scheduled publish option to indicate that the publish process should be run in batch mode.

  6. Click OK to complete the publishing procedure.

  • During publishing, an information dialog box appears with a progress bar. Click Show Details to view details of the operation showing steps completed successfully, the current step that is running, and steps yet to run. You can click Hide Details to hide this section of the dialog box. If the View Log button on the dialog box is enabled, messages are available concerning the operation. These messages may include errors or warnings or even informational messages. Click View Log to see these messages.

  • The SmartPlant Schema file must be checked into SmartPlant Foundation when you publish. If the publish operation fails, contact your SmartPlant Foundation system administrator to make sure the SmartPlant Schema is checked into SmartPlant Foundation.

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