Configure Retrieve option - Integration - Update 44 - Help - Hexagon

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12.1 (2019)
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On each tool signature, you can set a default value that will appear in the Retrieve dialog box when a user opens it from the related authoring tool. This value will be the default setting for the Retrieve option, and can be configured for the following values: Latest data, As published or CDW data. The user can change that default value to any of the other values, if necessary.

Value

Result

Latest data

Retrieves data by comparing the information in the database with the published XML file and update the objects that were originally published.

As published

Retrieves only the data that the authoring tool originally published, along with the selected revision and version of the document at the time of publishing. This is the default option.

CDW data

Retrieves the data by updating the property values contained in a published XML with those contained on the corresponding CDW object. This will allow you to synchronize the design based on a single source of master design basis.

The default retrieve settings can be configured in the SmartPlant Foundation Desktop Client for each registered authoring tool. In order to set that default or override the default value for the Retrieve option on the Retrieve dialog box, you must be a member of the SmartPlantAdminIntegrator role.

Configure Retrieve option to set a default value:

  1. In SmartPlant Foundation Desktop Client, select Find > Integration > Signatures.

  2. Right-click a signature, and then click Manage Integration Options.

  3. Select an option from the Retrieve option list as a default value.

  4. Click OK.

To retrieve documents based on CDW data, CDW must be enabled in SmartPlant Foundation.