Revise and publish with SmartPlant Foundation - Intergraph Smart 3D - Help - Hexagon

Intergraph Smart 3D Isogen Isometric Drawings

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English
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Intergraph Smart 3D
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Drawings and Reports
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Help
Smart 3D Version
13
Isogen Version
13.0(2016)

Revising documents

The document revision process is separate from the publishing process, making it possible to revise a document locally and save it to the database without re-publishing it. The Revise command is available on the right-click menu for drawings, reports, and 3D Model Data documents. In an integrated environment, all revisions are handled by SmartPlant Foundation.

Revising and publishing are two separate actions. You specify the document revision using the Revise Command, which creates a revision for the document with Major and Minor set, depending on the revision schema selected. If you are working in an integrated environment, you can modify the other revision information on the document.

After setting the revision number, right-click the document and select Properties Command. Select the Revision tab and edit the Revision fields. You should update documents to include any new title block information.

You can now re-publish the document with the new revision information.

  • You can use the Revise Command only if your model has been registered using the SmartPlant Registration Wizard. See Model registration in the Project Management Help.

  • If the drawing document that you are looking at in the Detail View has a yellow icon (for example: ), the drawing document is a version 6.1 legacy Snapshot drawing. You should use the Tools > Convert Legacy Snapshots Command to convert this document to a Composed Drawing for use in the current version of the software. If you do not convert the legacy snapshot drawing, you cannot perform edit operations on the drawing, including update, revise, and publish.

Publishing documents

When you work in an integrated environment, you must publish documents to the server containing the drawing data and relationships before other authoring tools can share this information. You can publish your documents from the Drawings and Reports task Management Console or from a 3D modeling task by using the Tools > Drawing Console Command.

Before you can publish documents in the software, install and configure your client/server system, and then register the model using the SmartPlant Registration Wizard.

In a 3D task, you can use SmartPlant > Retrieve to create and update the Design Basis objects.

The software allows you to publish modified and new objects with the Changes Only option. Publish tasks processed through the Changes Only workflow are smaller compared to All publishes, and are queued to Load and Consolidate before the merge operation. The merge operation combines the delta data with the previous complete publish data. After the merge operation succeeds, the information is retrievable. The Changes Only publishes are not retrievable. To retrieve a Changes Only publish, you must perform an All publish, which only happens after the load and consolidate processes.

The Publish and Update and Publish commands are available for the following document types:

  • 3D Model Data (Smart Review file type). The 3D Model Data component is capable of publishing many object types (for example: Piping, Equipment, Cable Trays) depending on the definition of the filter during component setup.

  • Orthographic Drawings (viewable file with links to data)

  • Isogen Isometric Drawings (viewable file with links to data)

    The software supports publishing additional files (for example: PCF, POD) along with the SHA drawing. See Enterprise Data in the Isogen Isometric Drawings Reference Help.

  • Reports

  • The viewable files created when you publish drawings and reports provide relationship links to the 3D Model Data. You must also publish the 3D Model Data to provide the navigation between the viewable files and the 3D Model Data.

  • The Publish > Update and Publish Command updates and then immediately publishes the selected documents in one step. This command is available only if the model is registered with SmartPlant Foundation.

  • For a list of common tasks related to publishing, see Publish Common Tasks.

  • If you are publishing 3D Model Data documents, set the surface style rules and aspects before publishing the documents.

  • Every time you generate drawings and reports from Smart 3D in an integrated environment, a SmartPlant Foundation token is used.

When you publish documents, the software:

  • Publishes a visual representation of the document that you can view without Smart 3D. For drawings, this is an Intergraph proprietary file, called a RAD file (.sha). For reports, the viewable file is a Microsoft Excel workbook. You can review and mark up the visual representation of the document using SmartPlant Markup Plus or SmartSketch.

  • Places the published XML file and any viewable files in the appropriate SmartPlant Foundation vault. This XML file can be retrieved when you are in other authoring tools.

Reasons to Publish

You publish documents and associated data for several reasons:

  • Exchanging of data with other tools

  • Sharing common data between tools

  • Providing enterprise-wide accessibility to published documents

  • Managing change, including workflow history, document revisions, and title block information

Revisions and Versions of Published Documents

The first time that you publish a document, the software creates a new document master and the first revision. A revision (major) is an officially recognized change to a document. A version (minor) is an intermediate update that you have published. Revisions can be published for sharing or they can go through an approval process, depending on your needs. Each revisions of a document can have multiple versions.

You can also include revision information within the title block of a drawing by placing drawing property labels within the drawing template.

When you publish data from any authoring tool, you may not be able to view all of the properties that you published in the SmartPlant Client. You can customize view definitions to allow you to see additional properties. See SmartPlant Schema Editor Overview for information on defiing view definitions. For further assistance, see PPM Smart Community.

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