Synchronizing Reference Data - Intergraph Smart P&ID - Help - Intergraph

Intergraph Smart P&ID Drawing Manager Help (2019)

Intergraph Smart P&ID
2019 (9.0)
9 (2019)
10 (2019)

Because only the host site may change the reference data, satellite sites need to synchronize the reference data from the host site each time it changes.

Synchronizing the reference data (RDB) involves making sure both the host and satellites are using the same plant schema and data dictionary, plant structure, Smart P&ID schema and data dictionary, and various options settings. Synchronization also involves making sure various data files at the satellite site remain up to date with the files at the host. These files include the rules file, insulation specifications, report and drawing templates, symbology settings, CAD definition file, and so forth.

Changes made to a data dictionary require reference data synchronization before any publishing or subscription activity. Since the data dictionary can be modified only at the host site, the host administrator should inform the satellite administrators when any data dictionary at the host is modified. Reference data stored in the data dictionary that can be changed or updated includes, but is not limited to, new properties or changes to existing properties (such as display name, category) Validation or Calculation IDs, filters, and Engineering Data Editor layouts.

You can synchronize reference data either directly with the host site over a network connection or with a copy of the reference data on your local computer (or network share) using the Synchronize Reference Data commands.

There are two synchronization stages:

  1. Database, Schema, and Data Dictionary Synchronization — Involves synchronizing the database-related data listed below. In connected Workshare collaborations, synchronizing this portion of the reference data is accomplished automatically over the DBLink using the Synchronize Reference Data command. For standalone Workshare collaborations, the host uses the Publish Standalone Package command in Smart Engineering Manager to bundle this information into a zip file ( for the satellite site to access in the Published standalone package file field on the Synchronize Reference Data from Copy dialog box. 

    • Plant schema and data dictionary

    • Plant structure

    • Plant replication schema, if using connected Workshare

    • Smart P&ID schema and data dictionary

    • Formats

    • Options settings

  2. File Synchronization — Involves the host site manually transmitting the following data files to the satellite site for access using either of the Synchronize Reference Data commands.

    • Rules file (rules.rul)

    • Insulation specification file (InsulationSpec.isl)

    • Report and drawing templates (border files are synchronized only if they are in the same location as the drawing templates)

    • Symbology settings (ProjectStyles.spp)

    • CAD definition file (Exportlayer.xlsx)

    • Templates

    • Path to the symbol catalog

    • Plant Configuration file for 'Save as XML' (PlantConfig.xml)

For connected Workshare collaborations across domains, the satellite site can use the Synchronize Reference Data command to synchronize the database part of the reference data only if it has no access to the reference data shared folder at the host. If file synchronization is also needed, then the satellite should use the Synchronize Reference Data from Copy command.

During the synchronization process, a log file, SynchRefData.log or SynchRefDataFromCopy.log is created in the user's temp folder (%temp%). This log file contains a list similar to the list that is displayed in the Synchronize Reference Data dialog box.

  • Customizations should be done at the host. For example, Plant Filters should not be created at a satellite site because when you synchronize reference data with the host, you lose that information. However, you can always create My Filters in the Filter Manager environment.

  • Automation programs (for example, DLL and OCX files) are not synchronized. For more information about automation, see Smart P&ID Programmer's Guide.

  • Reference data at the satellite site must be synchronized with the host reference data before any drawings and shared items can be synchronized or transferred.

  • Border files are synchronized only if they are in the same location as the drawing templates.

  • We recommend scheduling synchronization for a time when no users are working in the data.