Creating a Reference Data Query - PAS Integrity Software Suite - 7.3 - Help - Intergraph

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PAS Version
7.3

You can use a reference data query to search for references or connections between two object types. You can specify the criteria to define object types, reference types, and more.

To create and save a reference data query:

  1. Click Queries > Create/Edit Queries in the left navigation bar.

  2. In Asset, select an asset for which you want to create the query. If you are creating a query for more than one asset of a specific type, select one asset of that type. The query will be listed for the asset you select.

  3. Click Create Query. The new query settings and criteria options are displayed in the right pane.

  4. In Query Type in the right pane, select References.

  5. In For Objects of Type in the right pane, select the type of objects you want to include in the query.

  6. If you want to run this query against a list of assets in addition to the asset you selected, complete the following steps:

    1. Click From Asset(s). The Assets window is displayed.

    2. In Available Assets, select the assets you want to include in the query, and then click >. The selected assets are listed in Included Assets.

    3. Close the Assets window.

  7. Complete the following steps to filter the query results by type of references:

    1. Click the Reference Types link. The Reference Types window is displayed.

    2. In Available Reference Types, select each reference type you want to include in the list to include or exclude, and then click on the right arrow (>) to add the reference type to the Included Reference Types list.

      If you selected multiple assets for the query, Available Reference Types lists only the reference types that all the selected assets have in common. If one asset does not have a particular reference type, that type is not in the list.

    3. If you want to include objects with the selected reference types in the query, click Show objects with references of selected types.

    4. If you want to include objects that do not have the selected reference types in the query, click Show objects without references of selected types.

  8. If you want to send the results of the query to a subquery, complete the following steps:

    1. Click the plus sign (+) button in the bottom right of the right pane options area.

    2. Click the type of subquery to add.

    3. Specify the settings and options for the selected subquery.

  9. If you want to add more filters based on properties, complete the following steps:

    You can add filters based on properties and a selection list that defines a list of objects.

    1. Click Search Criteria.

    2. Click Select from properties.

    3. Add a filter criteria expression by typing a value in one or more of the Output and Input fields, and then click Add New.

    4. If you want to add more filter criteria expressions, repeat the previous step as many times as needed. By default, Integrity uses AND to combine and evaluate all the criteria expressions. You can select expressions and then click GROUP AND or GROUP OR to change how expressions are evaluated together.

    5. When you are done specifying the property-based filter criteria you want, close the Search Criteria window.

  10. If you want to add more filters based on a list of objects, complete the following steps:

    1. Click Search Criteria.

    2. Click Use selection list. The Available objects list includes all the objects you can select.

    3. If you want to create a saved list of objects that you can reuse, in Select list name, click Add New, and then type the new selection list name. In Available objects, select the objects you want, and click the right arrow (>) to add them to List details. Then, click Save List.

    4. If you want to use an existing saved list of objects, in Select list name, click the name of the selection list you want.

    5. If you want to modify an existing saved list of objects, in Select list name, click the name of the selection list you want. Modify the list as needed, and then click Save List to overwrite the saved list.

    6. If you want to add a typed list of objects to the List details field, copy a list of object names you want separated by spaces, commas, semicolons, or the pipe (|) character to the Windows clipboard, then click the clipboard icon at the top right of the List details field.

    7. If you want to search for the objects you want, type a search string using wildcard characters, such as *24*, in the Available objects field, and then click the magnifying glass icon to display a list of matching objects.

    8. If your search does not provide the results you want, delete the text in the Available objects field or type a new value and click the magnifying glass icon again.

    9. Select one or more objects from the Available objects list, and then click the right arrow (>) to move the selected objects to the List details field.

    10. Click Add Criteria to add the list of objects to the search criteria. If a list was previously added the criteria, or if you make additional changes, click Update Criteria.

    11. When you are done specifying the selection list-based filter criteria you want, close the Search Criteria window.

  11. Click Run, and then review the results to make sure the query provides the results you want.

  12. Click Save As. The Save Query pane is displayed.

  13. In Enter a query name, type the name of the new query.

  14. Select whether to make the query Public or Private.

  15. If you want the query to be available for all assets of this type, check Save with Asset Model.

  16. Click OK.

  17. Click OK on the confirmation message.

Now you can run the query or use it as a basis for a report. For more information, see Running a Query.