Create a Reference Data Package - Intergraph Smart Electrical - Help - Hexagon

The following procedure explains how to create a package file that will contain the reference data that you want to send to an off-site plant.

1. Select Tools > Update Reference Data > Create Package.

2. To set the view In the Items grid for a selected folder, select Layout in the Current view group box and select an appropriate layout that has been created in the EDE of the current plant or project.

   You set the view for each folder that you select in the Reference Data tree view. If you do not select any layout, the Items grid displays the basic view that includes the item tag names and their descriptions.

3. On the Create Reference Data Package dialog, do the following to select the reference items that you want to include in the package:

   1. Expand the Reference Data tree view and select a required sub-folder.

   2. Select or clear the Select check box beside each reference item in the grid. Note that if you select an item that has child items (for example a motor with a space heater), the software selects the child items automatically without displaying them in the grid.

      You can also do the following:

      • In the Current view group box, select the Select all shown items check box to select all the reference items that belong to the current folder in the Reference Data tree view.

      • Do not clear the Select all mandatory items check box so that all the reference items that have been used to create plant items in the current plant or project are included in the package.

      • Select the Select all reference items check box to include all the reference items that exist in the current plant or project.

4. Select Create Package to start the package creation process.

• If a reference item has been used in the current plant, the software marks this reference item as mandatory and it is recommended that you include it in the package.

• Select Save Session to save your selections if you want to pause the current session. Select Open Session to resume your selections. You can open a saved session from a package or session file.

Select Open Session to open a saved session. On the Open dialog box, from the Files of type list, select one of the following:

• Reference Data Selection Session (xml) to open a saved selections session.

  • Reference Data Package (zip) to open a session from an existing package.

• Select Report to generate an Excel file that will contain all the selections that you have made.

• After the software finishes creating the package, a message is displayed informing you whether or not the package has been created successfully. Select the Log button to open the package creation log file to see if there are any reference items that failed to be included in the package.