Displays the import map and allows you to define how data from the source plant is to be mapped into data in the target plant.
Smart P&ID allows you to customize a plant in various ways. You can add new properties, select lists and select list values with the Data Dictionary Manager. You can also add new catalog items (symbols) with the Catalog Manager. Because you can customize different plants in different ways, you must be able to define how to map the data before you can import drawings from one plant to another. The import map provides the solution to this problem.
The Import Drawings wizard supports two different approaches to mapping. They are Just-In-Time Mapping and Proactive Mapping. Each of these approaches is valuable in different contexts. The approach you choose to adopt will depend on your needs and your own personal preferences.
With the just-in-time approach, you only define the mapping for the minimum number
of items that are required to import the selected drawings. The software automatically identifies
all of the properties, select lists and symbols that are used by the selected drawings. The filter commands (Show in Use and Show Incomplete) are turned on to help you to focus on the items that remain to be mapped before the drawings can be imported. The just-in-time approach
is the default approach to mapping.
With the proactive approach, you can define a complete mapping of all select list values, symbols, and so forth. After a complete map is created, drawings can be imported at any time without any mapping activity required at all. The filter commands (Show in Use and Show Incomplete) can be turned off to allow the full map to be viewed. The Update from Source command can be used to fully populate the import map. The Auto Complete command can be used along with interactive mapping to complete the map. The proactive approach is an alternative approach to mapping.
All of the import map files for a plant are saved in the import map folder defined using Options Manager. This folder is normally setup on a server that is accessible to all client computers. One import map file is created for each source plant from which drawings are imported. The wizard automatically opens the import map file for the selected source plant. If you have imported drawings from a different source plant, you can copy that import map file using the Open command. The Save command always saves the current import map file to the standard name in the standard location.
The import map is displayed in a familiar Explorer view with a Tree view on the left and a list view on the right. You can select the nodes of the Tree view and see the related data in the list view. The Map Status column in the list view can have a value of Complete or Incomplete. A value of Complete indicates this item and all of the items below it have been mapped. A value of Incomplete indicates this value is not mapped or some value below it has not been mapped. You must expand the Tree view to find the item that needs to be mapped. When you select the top-most node in the Tree view and the Map Status field displays Complete for all three of its children, then you know that the import map is complete.
You must have the same size symbols available when importing. Imported parametric symbols will use existing parametric parameters.
New — Creates a new import map file. If there are any unsaved changes in the current map file, you are prompted to save those changes if needed. The new map file is automatically updated with existing values that are in use by the selected drawing.
Open — Opens a new import map file. If there are any unsaved changes in the current map file, you are prompted to save those changes if needed. The import map file is validated against both the source and target plants. Map entries for items that do not exist in the current source and target plants are deleted. The map is automatically updated with the existing values in use by the selected drawings.
Save — Writes the current import map file to the disk using the standard naming convention.
Show in Use — If selected, this command filters the display to show only the items being used by the selected drawing. By default, this option is selected. If not selected, the display is based on all items in the map.
Show Incomplete — If selected, this command filters the display to show only the items displaying an incomplete map status. By default, this option is selected. If not selected, all items display.
Update from Source — Reads data from the source plant and then populates the import map file. The import map is updated using the source plant data dictionary and catalog definitions. If you have the top node in the Tree selected, a complete update is performed. If any lower level node in the Tree is selected, a partial update is performed. This option fills in the source value for each created map object and automatically completes the mapping process by filling in the target value for certain objects. Properties in the source plant that match with identically named properties in the target plant are automatically mapped. Select list values and symbols are not automatically mapped. If you are doing a partial update (a lower level node in the Tree view is selected when using this command), select lists should be updated before item types or symbols. This will help to create the proper relationships between the items.
Auto Complete — Automatically maps source objects to the corresponding target objects where possible.
If the target value is already defined, the target value is not changed. If you have
the top node in the Tree selected, a full operation is performed. If any lower level
node in the Tree is selected, a partial operation is performed.
When applied to properties, the target property name and data type must match the source for it to be automatically mapped. When applied to select list values, you can use the Select List Options dialog box to match by text, match by index or match by text and index. When applied to symbols, the item type and the mapped type property must match for the symbol to be automatically mapped.
Piping components, instruments, nozzles, and OPCs can contain connect points. For symbols that contain connect points, the number and type of connect points in the target symbol must match those of the source symbol. For labels, the Label Type and the Labeled Item Type properties must match the values of the source symbol. If a single symbol is found in the target catalog that matches the source properties, it is used. If multiple matching symbols are found, and one of those has the same name as the source symbol, then it is used. Mapping of symbols depends on the catalog index.
Interactive mapping of select lists is not supported. Mapping of select lists is always done through Auto Complete and is always driven by the mapping of the attributes that use them. To map a select list that is not in-use, you must first map an attribute that references it. Select Piping Component under Item Type Maps and invoke the Update from Source command. This brings in all of the attributes for Piping Component and internally calls Auto Complete. All of the attributes are mapped and the select lists that are referenced by those attributes are also mapped. Now, you can select Action under Select List Maps and run Auto Complete. This will complete the mapping of the select list values.
Clean Up Map File — Cleans up the map file by removing items in the map file that have no relationship with the current import. All items on drawings to be imported must be mapped. If you have the top node in the tree view selected, a full operation is performed. If any lower level node in the tree view is selected, a partial operation is performed.
Update Catalog Index — Updates the catalog index to include the latest information about all symbols in the target catalog. The mapping of symbols depends on the catalog index. The catalog index should be updated after any changes are made to the symbols in the catalog. The catalog index is saved in the file named CatalogIndex.xml in the top level folder of the catalog.