Merging Data - 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 merge data, you must create a merge session, within which you select the source data, match the source and target data, and set the merging options.

After selecting the source data, you match the source and the target <units>. You need to do this because the source and target domains may differ in the domain hierarchy. For example, there may be more <units> in the selected source area than in the target area.

The next stage is to select the data to be merged. There are two ways you can select the data to be merged:

  • Transfer all the data of selected modules or sub-modules using the module list feature. When you select this option, the software transfers the entire data for the selected item types.

  • Transfer only the data that you select using the comparison list feature. With this option, you can generate comparison reports which help you to identify exactly which data needs to be merged. We recommend that you save the comparison reports as .psr files. The advantage of having the comparison reports in the .psr format is that you can re-use them in other Merger Utility sessions if needed. There are, however, some limitations:

    • .psr files reflect the situation at the time they were created. If the data has changed during the time between the report creation and its restoration, you cannot be certain that the data contained in the report is up- to-date.

    • Restore only supporting tables and reports for main item types (loops, tags, cables, panels, and so forth). Do not select composite tables such as tag and block relations.

If you want to delete data that is present in the target but not in the source, you can do so only through the comparison list option.

You can manipulate, view, and print a .psr file from both InfoMaker and Smart Instrumentation. Smart Instrumentation provides the best interface to deal with the .psr files, as there are built-in features to filter, sort and column selection. If you edit a .psr file outside Smart Instrumentation, the hidden columns become visible. You should be aware of this technical limitation.

If you intend to merge data based on saved .psr files, do not save any changes made through InfoMaker (you can make changes temporarily in order to adjust the layout of the printed document, but do not save it).

Generate and save the comparison reports as .psr files. If there is a lot of data in the source and target databases, consider doing this on a per <unit> basis for the basic engineering. In this case, save the comparison reports in different folders.

If you use InfoMaker, set it so it does not retrieve the data from the database when the document is opened. To do this, do the following:

  1. Open the .psr file in InfoMaker in design mode.

  2. Select Design > Options.

  3. Clear the Retrieve on Preview option.

  4. Make sure that the Retain Data to Design option is selected.

In order not to run out of resources during the different comparisons, run this process in different sessions as recommended.

To improve performance, make sure that the Build table list for merging data check box in the Compare Source-Target Data window is cleared (there is no need to build a table list for merging if you do not intend to use it at that time).

The next stage is to set the Merger Utility settings which include the general options, setting the date from which to start merging the data, and selecting the tag custom field data to be merged.

When you start to merge data, you can monitor the transfer process in the Merger Progress window.

The merge process involves you carrying out the following major steps:

  1. Selecting the source data; that is, the plant hierarchy item.

  2. Matching the source data with the target data.

  3. Selecting the source data to be transferred to the target domain.

  4. Setting the general Merger Utility options.

  5. Setting other Merger Utility options: date, user-defined fields, and log file.

  6. Transferring the selected source data to the target data.

  7. Registering the items in the Smart Instrumentation object registry. For details, see Smart Instrumentation Administration help documentation.