When you merge a project item with the As-Built, you are telling the software to copy the selected project item back to the As-Built. The software automatically looks at the selected item and determines what other associated items should also be merged into the project. The associated items selected by the software are necessary to maintain the integrity of your data in the As-Built.
It is possible to copy items from As-Built to a project, and from one project to another, this is known as Claiming. Copying items from a project back to the As-Built is known as Merging.
Cables attached to cable drums cannot be claimed or merged to or from As-Built/Project Center or a Project. If a cable has been assigned to a drum, you should disconnect the cable
before claiming or merging the cable. Failure to do so will result inconsistencies
in the drum data.
You have two options of merging the project data:
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Directly to the As-Built using the right-click shortcut menu in the Domain Explorer (of the pertinent project)> Project Activities > Merge. Using this method, the selected items are copied directly to the As-Built with no opportunity to see the associated items included in the scope of the merge.
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With the Project To Do List Buffer open, selecting the
. Using this method all the project items that are in the Buffer tab are copied to the As-Built.
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When merging from a project to the As-Built, any item that has specification data where a number of revisions were created, all the revisions are included in the merge to the As-Built (not just the last revision).
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Specification data reports that have archived revisions can be compared to the reports’ archived revision, by selecting
.
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Selecting the
(Merge and Deactivate) icon from the toolbar, allows you to merge the items to the As-Built while retaining
them in the source project. All the merged items that were Active in the scope will
change their status to Inactive items in the source project, assuming they are not
engaged in any other out of scope relations. This allows you to view and preserve
the source project data for future use.
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In Smart Instrumentation versions 2018 and 13.1, the ESL layouts are reference data. Therefore changes made to ESL layouts in a project, are imported/merged to your target database changing the reference data. To safeguard against this happening, inform the package/project user to avoid making any changes to the ESL Layouts. This is applicable when working with Offline Projects.
Merge Items with As-Built via the Merge Buffer in the Project To Do List
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Press F7 to open the Domain Explorer if it is not running.
Make sure that you are working in a project and not in As-Built.
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Expand the Domain Explorer hierarchy to display folders of Item types.
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In the tree view, select an item type folder to display the Items.
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Select one or more items, right-click, and on the shortcut menu, select Project Activities > Copy to Merge Buffer.
In addition to examining the data, you can do the following in the Project To Do List:
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Change the availability status. For details, see Changing the Availability Status of As-Built/Project Items.
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Organize the data in the Project To Do List to fit your needs. You can do the following: filter, sort, and group items as you see fit. For details, see Working with the Project To Do List.
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Select
and in the Settings dialog under Optionsn select the required option from one of the following:
If you selected a whole project as the item to merge, the only option available for
selection is All. If you selected specific items within the project then all three options are available
for use. If you want to merge your whole project using an option other than All, you must select every item from within the project.
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All– Imports all the data from your project .ddti database file.
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Specification and Process Data only – Used for importing only specifications and process data.
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Exclude Specification and Process Data – Used for importing and merging data that is not process data (wiring and so forth).
The buffer display is updated to display only items that match the selected rule.
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Select
to complete the merge process for all the items in the Project To Do List.
After the software has completed the claim process, no change is visible in the Project To Do List.
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You can perform this procedure from an EDE view or the Connection window by right-clicking an item and then on the shortcut menu, selecting Project Activities > Copy to Merge Buffer.
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When you copy items to the Merge Buffer, in addition to the main items that you select, the software also automatically selects the associated items.
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The
is used to re-scope the items in the Project To Do List. Use it to update the Buffer after making additions or changes to items and their relations in the source. Any
changes made to relationships of scoped items, will only be reflected in the Project To Do List, after selecting Refresh.
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After you select
(Merge and Deactivate) in the Project To Do List, select to view the Items' status change to Inactive in the Domain Explorer.
Merge Items Directly to As-Built
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Press F7 to open the Domain Explorer if it is not running.
Make sure that you are working in a project and not in As-Built.
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Expand the Domain Explorer hierarchy to display folders of item types.
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In the tree view, select an item type folder to display the items.
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Right-click the selected item, and then on the shortcut menu, select Project Activities.
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Select the option you require:
If you selected a whole project as the item to merge, the only option available for
selection is All. If you selected specific items within the project then all three options are available
for use. If you want to merge your whole project using an option other than All, you must select every item from within the project.
-
All– Imports all the data from your project .ddti database file.
-
Specification and Process Data only – Used for importing only specifications and process data.
-
Exclude Specification and Process Data – Used for importing and merging data that is not process data (wiring and so forth).
After selecting the required option the merge process starts automatically.
After the software has completed the claim process, no change is visible in the Project To Do List.
You can perform this procedure from an EDE view or the Connection window by right-clicking an item and then on the shortcut menu, selecting Project Activities > Merge.