Create Specs Using the Single Table Import Method - Intergraph Smart Instrumentation - Help

Prerequisites

• In Smart Instrumentation, create the target spec forms.

• Make sure that the spec form numbers in your source match the target spec forms in Smart Instrumentation.

• Make sure that the items in your source already exist in Smart Instrumentation, for example, instrument, cables, panels, and so forth.

• If you want to create instrument specs, make sure that the process functions of the source tags match the process functions of the target form. Tags that do not have the same process function will be rejected by the Import Utility and you will not be able to perform data import from your source.

When creating specs using the Single table method, the Import Utility does not validate whether the process function of source tags matches the process function of the target form. Therefore, to prevent database problems in Smart Instrumentation after data import, you must exercise extreme caution when defining tag process functions in the source columns.

1. On the Link Definitions dialog, create an import link as follows:

   1. In the Link box, type a unique link name.

   2. Under Import method, select Single table.

   3. Under Name of module or table, select SPEC_SHEET_DATA.

   4. Complete the import link creation.

2. Open the Link Properties dialog, and then, on the General tab, under Create complementary elements do one of the following:

   • Select the Create check box beside Drawing & Revision to create automatically a default document number for each spec and insert a zero revision row for each spec (invisible the Smart Instrumentation interface).

   • Clear the Create check box beside Drawing & Revision if you want to map the document numbers and revisions from the source or if you do not want to create any document numbers or revisions for specs during the import process.

3. Select the Specs tab, and then, from the Specification item type list, select the item type for which you want to create specs.

4. In the Import Link window, open the import link.

5. In the Target pane, define the import mapping as follows:

   1. If the selected item type is Instrument but the source tags do not have process data cases, in the CASE_NAME/CASE ID field, type '' (or '*' if the database platform is SQL Server).

   2. Select the item type field (the Tag Number field if you want to create instrument specs), and then, from the Source pane, drag the column containing the source items.

   3. Map the SPEC FORM CNUM/SPEC FORM ID column to match the source and target form numbers.

   4. If you want to import document numbers and revisions from the source, map the DWG NAME/DWG ID column to import the document numbers from the source and map the REV NO/REV ID column to import the source revisions.

6. If needed, complete the import mapping by dragging the appropriate column names from the Source pane or by entering strings or values in the fields in the Target pane.

7. Import the data.

See Also

Flow of Activities for Importing Data into Smart Instrumentation