Managing Catalog Changes - Intergraph Smart 3D - Help

Intergraph Smart 3D Catalog

PPMProductFamily
3D Design and Visualization
PPMProduct
Intergraph Smart 3D
PPMCategory
Help
Version_S3D
12.x(2018)

There are no software restrictions to prevent you from modifying a live catalog; however, we do not recommend this as you may be editing something that another user is accessing simultaneously. Ideally, all catalog changes should be made at the beginning of a project before modeling begins. Because this is not always possible, we recommend that you create a "live" and a "test" catalog database. You should make all changes in the test catalog and verify the changes in a test model. After the changes are verified, an administrator should select a convenient time to have all users stop modeling, create a backup, and then use copy and paste to move the changes from the test catalog to the live catalog.

  1. Establish databases for catalog and model:

    • New Customers - Create catalog database from scratch or from templates, with or without bulkloading sample reference data.

    • Existing Customers - Upgrade existing catalog and model databases

  2. Copy databases with Backup and Restore. All reference data changes should first be made in the test catalog and then moved into the production catalog when appropriate.

  3. Use Tools > Options in the Catalog task to define short codes, units of measurement, and piping specification unit of measurement in both databases. Currently, these settings cannot be copied from one database to another.

  4. Create and modify any part classes, interfaces, and properties in the test catalog.

    • In this release of the software, you cannot copy and paste part classes, interfaces, or properties from one catalog to another. You must use the Backup and Restore to move this data into the production catalog. Refer to "Full Catalog Restore from Backup" in the Project Management documentation.

    • Using Backup and Restore will copy all changes from the test catalog into the production catalog.

    • If the production catalog is an almost empty catalog, you must create at least one cableway outfitting cross-section in the production catalog prior to restoring the test catalog to the production catalog. For more information on creating cableway cross-sections see Define Cableway Specifications and Define Cableway Shapes.

  5. If you create part classes, run Generate Views to re-generate all of the database views in the test catalog.

  6. Create and modify other reference data in the test catalog.

    • In this release of the software, the Catalog task provides direct review and edit of all of the following types of reference data:

      Common

      Select Lists

      Interfaces and Categories

      Cableway and Cable Tray

      Conduit

      Equipment

      Equipment Components

      Modules

      Piping (both model and specification rules)

      Standard Nozzles

      Structure

    • Limitations: The following reference data must be defined by bulkloading workbooks. This data is read-only in the Catalog task:

      Cable

      Catalog Filters (Editing done through Filter Manager in all tasks)

      Hangers and Supports

      HVAC

      Interference Rules

      Labels

      Naming Rules

      Piping Manufacturing

      Reports

      Shapes

      Space

  7. If you modified cable, HVAC, or other reference data through Microsoft Excel workbooks, use the Bulkload Reference Data utility to add those changes to the test catalog database. Use either:

    • Delete and replace mode - To replace the contents of the database with the contents of the selected workbooks.

    • Append mode - To add contents of the selected workbooks to the catalog.

  8. Use Tools > Check Data and Tools > Verify Consistency Report to validate changes in the test catalog.

    • Check Data - A command that interactively verifies the relationships between the data you enter into the editable grid against other data in the Catalog database.

    • Verify Consistency Report - A report that compares piping specifications to Catalog data and verifies whether the piping commodities, piping specialties, and instruments in the Piping specification for a model are consistent with the data in the Catalog so that the required components can be created in the model.

  9. In Project Management, run Synchronize Model with Catalog against the test model. This command globally updates the model database with all catalog changes, including properties and symbol changes, and optionally regenerates the database views.

  10. Verify the catalog changes by placing objects in the test model database and reviewing any To Do List entries generated by the Synchronize Model with Catalog command. If necessary, repeat steps 4 through 9 to make corrections.

  11. At an appropriate time, lock production users out of the production catalog and model.

  12. Create backups of the catalog and model databases for both test and production.

  13. Bulkload new and verified part classes from your test catalog into the production catalog.

    Do not substitute the production catalog with the test catalog. The test catalog is for testing purposes only. Backing up the test catalog is for the sole purpose of future testing.

  14. If you created new part classes, use Windows Explorer to copy symbol files from the test SharedContent share to the production SharedContent share.

  15. If you did not create new part classes, copy and paste reference data changes from the test catalog into the production catalog.

    • Select Lists - You must copy select lists into the production catalog before copying other reference data that requires those select list values. However, if you only update textual values in existing select lists, you can copy those changes at any time.

    • Parts - Part classes and their associated interfaces and properties must exist in the production catalog before you can copy the parts.

      Data

      Copy/Paste Granularity

      Cable Tray Parts

      All at once.

      Cable Tray Specifications

      Individual or all specifications at once. You must copy parts data separately. You must copy shapes data separately if you copy individual specifications.

      Cableway Specifications

      Individual or all specifications at once. You must copy parts data separately. You must copy shapes data separately if you copy individual specifications.

      Cableway Shapes

      All at once.

      Conduit Commodity Material Control Data

      Individual or all at once.

      Conduit Parts

      All at once.

      Conduit Selection Rules

      All at once.

      Conduit Specifications

      Individual or all specifications at once.

      Equipment Insulation

      All at once.

      Equipment Parts

      All at once.

      Equipment Component Parts

      All at once.

      Piping Bolted Joint Parts

      All at once.

      Generic Dimensional Data

      All at once.

      Piping Insulation

      All at once.

      Piping Parts

      All at once.

      Pipe Bending Data

      All at once.

      Piping Commodity Service Limits Data

      All at once.

      Piping Specification > Instruments

      All at once.

      Piping Specification > Multiport Calve Operator Data

      All at once.

      Piping Specification > Notes

      All at once.

      Piping Specification > Piping Commodity Material Control Data

      All at once.

      Piping Specification > Piping Commodity Procurement Data

      All at once.

      Piping Materials Classes

      Individual or all piping specifications at once. You must copy parts data separately.

      Model Options

      All at once.

      Model Rules

      All at once.

      Valve Operator Material Control Data

      All at once.

      Tap Property Data

      All at once.

      Valve Operator Parts

      All at once.

      Select Lists

      Individual or all select lists at once.

      Structure Objects

      All at once.

      Structure Materials

      All at once.

      Structure Shapes

      All at once.

      Structure Plates

      All at once.

  16. If you modified cable, HVAC, or other reference data through Microsoft Excel workbooks, use the Bulkload Reference Data utility to add those changes to the production catalog. Use either:

    • Delete and replace mode - To replace the contents of the database with the contents of the selected workbooks.

    • Append mode - To add contents of the selected workbooks to the catalog.

  17. Use Tools > Check Data and Tools > Verify Consistency Report again to make sure that all changes were copied from the test database to the production database.

    • Check Data - A command that interactively verifies the relationships between the data you enter into the editable grid against other data in the catalog database.

    • Verify Consistency Report - A report that compares piping specifications to the catalog data and verifies whether the piping commodities, piping specialties, and instruments in the piping specification for a model are consistent with the data in the catalog so that the required components can be created in the model.

  18. In Project Management, run Synchronize Model with Catalog against the production model. This command globally updates the model database with all catalog changes, including properties and symbol changes, and optionally regenerates the database views.

  19. Verify the catalog changes by placing objects in the production model database and reviewing any To Do List entries generated by the Synchronize Model with Catalog command.

  20. Document reference data changes per your company or project guidelines.

  21. Allow users back into production catalog and model.