Cases A, B, C and D
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Using the 14 Update 1 client workstation that has the Project Management environment installed, restore and upgrade the Site and Site schema databases using the Database Wizard.
Refer to the Upgrade Site to Latest Version section in the 14 Update 1 Project Management Help.
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Open the Project Management environment, select Tools > Restore Command and restore the Model with Catalog in the upgraded Site.
Please note that using the Restore as Copy mode for this step will remove the registration with an integrated environment for the new model. Additionally, in an environment integrated with HxGN SDx, the Restore as Copy mode will remove all previously shared objects and drawings.
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Select Tools > Upgrade Version Command. The new Upgrade Command Wizard will manage all upgrade processes, allowing you to select a single database or all the databases in your configuration for the upgrade.
To view the upgrade log files, select to open the upgrade log. The icon is only available after the selected database is upgraded.
Ensure that you are pointing to the SharedContent (symbol) folder that you will use to upgrade your model to 14 Update 1. Your upgrade of the Smart 3D configuration utilizes the content on your symbol share, and that content should be made up to date BEFORE migrating the model to 14 Update 1.
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Select Update Custom Symbol Configuration. This will create or update the CustomSymbolConfig.xml file under the \SharedContent\Xml folder to represent all the files in the current Shared Content directory. After the file CustomSymbolConfig.xml is created or updated, Smart 3D will use the custom DLLs from \SharedContent\Custom Symbols folder.
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All custom symbols must be located in the \SharedContent\Custom Symbols folder and must be unregistered on the system from which the Update Custom Symbol Configuration command is run.
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If duplicate ProgIDs are found while running the Update Custom Symbol Configuration command, a dialog will be displayed showing the duplicates. When displayed, select the desired symbol to be used for the project.
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For Smart 3D configurations in an integrated environment using SmartPlant Foundation, run the Generate Design Basis Command from the 14 Update 1 client workstation using the Project Management environment. This command is not required for integrated environments using HxGN SDx.
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Using the 14 Update 1 client workstation open the Project Management environment, upgrade the existing R3D attachments with the Update Reference 3D Model(s) Command, as they will be marked out of date.