Appendix: Upgrading SharedContent (Symbols) Share Manually - Intergraph Smart 3D - Installation & Upgrade

Intergraph Smart 3D Upgrade Guide

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Intergraph Smart 3D
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Upgrade Guide
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Installation & Upgrade
Smart 3D Version
13.1

  • The procedures to perform in this section are dependent on the case that applies to your situation. For more details on each case, refer to Upgrade Cases.

  • In the steps that follow, the contents of the 13.1 SharedContent (Symbols) share will be copied onto the contents of your 2018, 2019, or 13 SharedContent (Symbols) share.

    For an integrated environment, DO NOT copy the contents of the 13.1 SharedContent\Xml folder onto the contents of your 2018, 2019, or 13 SharedContent (Symbols) share. See Appendix: Upgrading Your Tool Schema. However, the SystemSymbolConfig.xml file from the 13.1 SharedContent (Symbols) share should be copied onto the 2018, 2019, or 13 SharedContent (Symbols) share. This file contains information necessary for on-the-fly registration of delivered DLLs.

  • In all cases, ensure that you are pointing to the shared symbols folder that you will use when upgrading your model to 13.1, as the database upgrade utilizes the contents on your symbol share, and that content should be up to date BEFORE upgrading the databases to 13.1.

  • DLLs that are not part of the out-of-the-box Catalog are available from the PPM Smart Community.

For all Cases A, B, C, and D

  1. Copy the contents of your existing 2018, 2019, or 13 SharedContent (Symbols) share to a new location on the server. This will be the 13.1 SharedContent (Symbols) share.

  2. If you have customized the file Styles.sha located in the SharedContent or Symbols\Drawings\Catalog\Templates folder, create a backup of this file. After completing the remaining steps in this section, follow the steps in Upgrading Smart 3D Drawings Styles.sha File, to finish the upgrade of this file.

  3. Rename the Bin folder in the 2018, 2019, or 13 SharedContent (Symbols) folder to Bin_2018, Bin_2019, Bin_13 or something similar. The contents in the 13.1 SharedContent Bin folder have been modified and are different than the 2018, 2019, or 13 Bin contents. If you do not rename the old bin folder, you may have conflicts with symbol versions after upgrading the SharedContent (Symbols).

  4. Copy any Custom Symbols from the renamed Bin folder (Bin_2018, Bin_2019, Bin_13, or something similar) to the Custom Symbols folder if not already done.

  5. Make sure that a copy of the existing 2018, 2019, or 13 SharedContent (Symbols) exists as instructed in step 1 of this Upgrading the SharedContent (Symbols) Share.

  6. For an integrated environment, rename the XML folder to XML_2018, XML_2019, XML_13 or something similar. Specific files in the SharedContent\XML folder will be modified later in the upgrade process. If the 2018, 2019, or 13 integration files are overwritten with the 13.1 files, the upgrade will fail for an integrated environment. This is the reason for renaming the folder. See Appendix: Upgrading Your Tool Schema.

  7. Copy the contents of the delivered 13.1 SharedContent (Symbols) share over your Catalog’s 2018, 2019, or 13 SharedContent (Symbols) share. Do overwrite files with the same name, after ensuring you have renamed the 2018, 2019, or 13 SharedContent (Symbols) files that you have customized.

  8. Delete the renamed Bin folder (Bin_2018, Bin_2019, Bin_13 or something similar).

    The SharedContent (Symbols) folder cannot be shared by Models using different versions of Smart 3D. Therefore, the upgraded Smart 3D configuration must use its own copy of the SharedContent (Symbols) folder, while the original Symbols or SharedContent folder stays in 2018, 2019, or 13.

  9. Sign Custom .NET Assemblies

    Hexagon and Intergraph Smart® 3D signs all delivered .NET assemblies with a strong name. Signing an assembly is a way to guarantee the authenticity of an assembly. If you create your own custom .NET assemblies, we recommend that you sign them with your company's private key. Refer to Visual Studio help for information on signing an assembly.

  10. For an integrated environment using SmartPlant Foundation:

    1. Copy the following folders and files from the files in the XML_2018, XML_2019, or XML_13 folder renamed in the previous step and overwrite the newer XML folder.

      DesignBasisSchemas subfolder

      EFUpdateCache subfolder

      ConduitCommoditySubClassFeatureTypeMap.xml

      DesignBasis_map.xml

      DirectionChangeCableTrayComponentTypes.xml

      ExemptCorrelateClasses.xml

      GenericDocumentComponent.xml

      IgnoreChildlessValues.xml

      P3DComponent.xml

      PDSComponent.xml

      SP3DBatchQueues.xml

    2. To ensure that the Upgrade Schema steps described in the Appendix: Upgrading Your Tool Schema are successful, copy the SP3DPublishMap.xml file from the "SP3D_FILES", "SM3D_FILES", or "MHE_FILES" folder in the XML_2018, XML_2019, or XML_13 folder renamed in the previous step and overwrite the SP3DPublishMap.xml file in the appropriate newer 13.1 XML "SP3D_FILES", "SM3D_FILES", or "MHE_FILES" folder.

    3. Ensure that the files in the SharedContent\Xml folder are not Read-only.

      DesignBasisSchema subfolder

      EFUpdateCache subfolder

      Designbasis_map.xml

      Designbasis.xml

      ExemptCorrelateClasses.xml

      P3DComponent.xml

      /SM3D_FILES or /SP3D_FILES/SP3DPublishMap.xml

      SPItoSP3DPortMapping.xml

  11. For an integrated environment using HxGN SDx, copy the following files from the XML_2018, XML_2019, or XML_13 folder renamed in the previous step and overwrite the newer XML folder.

    SIOMap.xml

    SIOSchema.xml

  12. If you have customized any files on the SharedContent (Symbols) share (for example, report template files, etc.) that were based on a delivered template file, you may need to modify these files to incorporate Intergraph Smart® 3D’s fixes and enhancements. Refer to Upgrading Smart 3D Reports Templates Files. If so, repeat the customizations you made in 2018, 2019, or 13 in the new 13.1 file.

  13. If you have altered the behavior of the Label Rule Manager by customizing Label UI Schema files in <shared content location>\Data\Drawings\LabelUISchemaData, you may need to repeat the customizations you made in 2018, 2019, 13 in the corresponding new 13.1 schema files.

  14. If you have copied symbols/files from the PPM Smart Community website into your SharedContent (Symbols) directory, you should recopy the same updated 13.1 symbols/files from PPM Smart Community back into your SharedContent (Symbols) directory.

  15. See Appendix: SharedContent (Symbols) Share Changes in 13.1 for more information that might require additional action to update existing occurrences in the model.