Update Reference Data from a Package - Intergraph Smart Electrical - Help - Hexagon

The following procedure explains how to update your reference data from a package that was created in a host or an off-site project.

1. On the Options Manager menu bar, select Tools > Update Reference Data > Update from Package.

2. On the Update from Package dialog, select Open Package and navigate to the required package file.

3. To set the view In the Items grid for a selected folder, select Layout in the Current view group box and select an appropriate layout that has been created in the EDE of the current plant or project.

   You set the view for each folder that you select in the Package Reference Data tree view. If you do not select any layout, the Items grid displays the basic view that includes the item tag names and their descriptions.

4. In the Items grid, examine the items that have been selected by the software from the current package and do one of the following:

   • Do not clear the Select check box to include the package item in the update.

   • Clear the Select check box to exclude the package item from the update.

   

   • In the Items grid, child items that were included with their parent items are not shown by the software. For example, if the package contains a reference motor with a space heater, both items are included in the package without displaying the space heater in the grid.

   • It is not possible to select existing items to be included in the update. In this version of the software, only new items can be included in the update process.

   • Make sure that you select Save Selections after making a change in the selection. This way the package will retain all the selections.

5. Select the Report button to generate an Excel file that shows all the items that you have selected from the current package.

6. Select the Update Data button to start the update process.

• If a reference item has been used in the current plant, the software marks this reference item as mandatory and it is recommended that you include it in the package.

• Select Save Selections to save your selections if you want to pause the current session. The software saves your selections in the current package. Select Open Package and navigate to the package file to resume your selections.

• After the software finishes the update process, a message is displayed informing you whether or not the update has been completed successfully. Select the Log button to open the update log file to see if there are any package items that failed to be included in the update.