Publish Documents from Smart Instrumentation - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

  • Before you can publish a document for the first time, at least one revision of that document must exist. The software finds only those documents that have revisions. If a document has several revisions, the software finds the most recent revision of that document.

  • When publishing or retrieving documents to a machine that doesn't have administration rights, you must apply to the XML folder located in the Smart Instrumentation folder full read, write, and modify permissions. If the XML folder does not have these permissions you will not be able to publish or retrieve documents.

  • This functionality is available only if you have registered the active plant using the SmartPlant Registration Wizard. See Register from Smart Engineering Manager in the Smart Engineering Manager Help.

    • If you logged on to the authoring tool with a user name that is not defined in the integrated environment, you are prompted to log on when you use this command.

  1. Display one of the documents from which publishing is allowed.

    When publishing from an EDE view, the software publishes items based on the plant hierarchy defined in the Query Definition. To specify publishing of items at a particular level, define an EDE from Query Builder and specify a filter to publish at the required levels.

  2. Go to SmartPlant > SPF > Publish.

  3. Use the toolbar buttons to add documents to the Selected documents list:

    • Engineering Tool Opens the Document Selection dialog for selecting documents. The Document Selection dialog shows all documents that have values for Document Number, Published Document Type, and Last Revision.

    File System

    Opens a standard Microsoft dialog that allows you to select files. When you select a file with this Select File dialog, the Document Properties dialog displays, allowing you to specify information about the file, such as whether it is a new file; the category, type, and subtype of the document; and the name, description, and title of the document.

    Find

    • Opens the Find Documents to Publish dialog, which allows you to search for documents. These are documents that have at least one revision and that were not published after creation of the last revision. See Find Documents to Publish Dialog.

    The documents that display in the Selected documents list in the Publish dialog when it first opens are publishable documents that were selected within the authoring tool before you selected the Publish command.

    • Edit properties as required for the selected documents. When multiple documents are selected, only property values shared by all the selected documents appear in the grid. Changing a value in the grid changes that value for all the selected documents. If you must remove an entry (or node) from the Selected documents list, select the node in the tree, and then select Delete .

  4. From the Operations list, choose a publish method.

    • Select Publish to immediately start the publishing process as soon as you select OK.

    • Select Background publish to publish the selected documents immediately as a separate process, allowing you to perform other tasks at the same time. When you use this feature, an e-mail message alerts you when the process is complete.

    • To batch publish to PDF, you must have in Smart Instrumentation > Preferences > General, selected a folder in the Output document folder field. Also in the Administration module > System Administrator in the User dialog box The IDEAL user check box is selected.

    • If the authoring tool supports scheduled batch publishing, select the Scheduled publish option to indicate that the publish process should be run in batch mode.

  5. Select OK to complete the publishing procedure.

  • During publishing, an information dialog appears with a progress bar. Select Show Details to view details of the operation showing steps completed successfully, the current step that is running, and steps yet to run. You can select Hide Details to hide this section of the dialog. If the View Log button on the dialog is enabled, messages are available concerning the operation. These messages might include errors or warnings or even informational messages. Select View Log to see these messages.

  • The SmartPlant Schema file must be checked into SmartPlant Foundation when you publish. If the publish operation fails, contact your SmartPlant Foundation system administrator to make sure the SmartPlant Schema is checked into SmartPlant Foundation.