Set Import Options - Intergraph Smart Electrical - Help - Intergraph Process, Power & Marine Documentation

Intergraph Smart Electrical Import Manager Help

Intergraph Smart Electrical
2018 (8.0)

Import Manager allows you to set your default import options prior to creating import links and running import.  This way, you can create your links without the need to redefine the settings that determine how Import Manager handles the source and target data.  You can set the default import mode, include or exclude calculation values, define the source data, define the default paths where the software saves the link XML and log files.

  1. Click Tools > Options.

  2. On the Options dialog box, click the General tab.

  3. Under Default database import link XML file, click to select the default link XML file.

  4. Under Default import log file, click to select the default import log file.

  5. In the Default import mode group box, under Update options, define how you want the software to overwrite the values in the target properties:

    • Select Update all target properties to update all the target properties by overwriting the values in the target properties with the source values and also by writing data in empty target properties.

    • Select Update only target properties without values to update only those target properties that do not contain any values.

  6. Under Miscellaneous, do one of the following:

    • Select Do not insert new records to overwrite the existing target data according to the key selections in the Data Link Wizard without inserting new source records.

    • Clear the Do not insert new records check box to insert new source records and to overwrite the existing target records with the source data according to the key selections in the Data Link Wizard.

  7. Select Create and calculate related data for imported properties to instruct the software to create the appropriate items and calculate specific values in the target database when the software imports an item that triggers the creation of other items and calculation of relevant properties.

    We strongly recommend that you select this option to ensure the integrity of the imported data.

  8. Click the Data Source tab.

  9. Click New to define a new data source or click Properties to edit the displayed data source definitions.

  10. Use the Data Link Properties wizard to define the source data as required.

  11. Click Apply.

  • Click Test to check to test the connection to the source database.

  • Click Preview to open the Source Data window where you can view and modify the source data.