Before starting this procedure, you must create the custom hierarchy in the SmartPlant schema using the Schema Editor. For more information, see Creating an alternate plant breakdown structure.
Back up Schema and Design Basis Files
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Make copies of the design basis map files on the Smart 3D reference data server. The location and file names are [Product Folder]\SharedContent\Xml\DesignBasis.xml and DesignBasis_Map.xml.
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Ensure you have write permission to the files in the \Symbols\xml folder.
Generate New Schema Component Files
The custom PBS you created in Schema Editor must be checked into SmartPlant Foundation Desktop client before you can generate new component files.
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In SmartPlant Foundation Desktop Client, click Find > Integration > Schema Documents, and then right-click the CMF file.
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On the shortcut menu, click Regenerate Schema Files.
This command creates a scheduler task that regenerates the component schema files
based on the information in the current version of the CMF.
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Verify the Published File Scheduler is started so that the component schema files can be generated.
This command generates the SmartPlant component schemas in the location defined for your site in Server Manager.
This process can run in the background while you proceed with other operations; however,
it must be completed before you attempt to publish or retrieve from an authoring tool.
Generate New Design Basis Files
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Open the Project Management task.
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Right-click the Catalog Database under Reference Data in which the custom hierarchy will exist, and select Generate Design Basis. For more information, see Generate a design basis.
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On the Select Component Schemas Path dialog box, browse to the folder for component schemas generated by SmartPlant Foundation.
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When the generation completes, click OK, then click Close.
Regenerate Views and Reports Database
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In Project Management, select Tools > Synchronize Model with Catalog.
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Remove the check next to Synchronize model with catalog, and then click OK.
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Right-click the model, and select Regenerate Reports Database.
After you have completed the steps above, retrieve the PBS document in Smart 3D. The custom hierarchy will be under the Generic System on the System tab in the Workspace Explorer.