Setup Configuration - Intergraph Smart Reference Data - 2020 (10.0) - Help - Hexagon

Intergraph Smart Reference Data Plus Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

Create Smart 3D import configuration

  1. Click Integration > XI20 Smart 3D > XI2040 S3D Import

  2. To add a new import configuration, click Add Import Configuration addrow.

    SHARED Tip You can select an existing configuration by clicking Select Import Configurations.

  3. Set the Smart 3D Import Configurations properties to import Smart 3D data to the defined configuration.

    The catalog structure is created based on the Catalog Structure property you have set. For more information on catalog structures, see Catalog Structures.

  4. Click Save save, and then close the dialog box.

  • By default, the Import Option is set to AddOrModify. This option appends new data or modifies the existing data in the staging area. To delete and replace the selected sheet data in the staging area, select DeleteAndReplace.

  • By default, for the DefaultProjectOptions sheet, the Import option is always DeleteandReplace.

Create a staging area

  1. On the Staging Area section, click addrow.

  2. Type the staging area name and description in the Staging Area and Description boxes.

  3. Click Save save, and then close the dialog box.

Load Smart 3D data from Microsoft Excel workbooks

  • You can only import Smart 3D bulk load supported format Microsoft Excel workbooks. Please refer Smart 3D bulk Microsoft Excel workbook sample files that are delivered with the Smart 3D software. The files are located in the following location [installation location]\Program Files (x86)\Smart3D\CatalogData\BulkLoad\DataFiles.

  • Some of the sheets names that are delivered with the software may not have unique keys defined. For these sheets, all the attributes in that sheet are considered to define the uniqueness of the data. For example, if the Import option for such a sheet is set as AddOrModify, and an attribute value is modified in the sheet, the software loads the modified attribute value as a new entry.

  • If you modify the structure of an existing sheet and load it into the software, the software overwrites the existing sheet with the modified sheet.

  1. On the Staging Area section, click Read.

  2. Import Smart 3D bulkload Microsoft Excel workbooks that you need:

    1. To import Microsoft Excel workbooks, select the Read from Bulkload Excel option, click Browse, and then select one or more workbooks.

    2. To import commodity code rules, and then map to commodity characters, click Browse to select an Industry Commodity Code Rule workbook.

      To map the commodity characters, you must first load the codelist sheet in the staging area, and then map the codelist sheet using the industry commodity code rule workbook.

      • You can multi-select Microsoft Excel workbooks.

      • You can also drag the Microsoft Excel workbooks from your computer to the File Name area.

    3. Click Next. The imported Microsoft Excel workbook appear along with its corresponding sheet in a tree view.

  3. Map the commodity code rules and corresponding code list values:

    1. Select one or more sheets, the required codelist values, and then click Next. The selected sheet names and the codelist values are displayed under Data Table and Codelist Table columns, respectively.

    2. Select a codelist value from Codelist Table list. This creates a mapping between commodity code rules and corresponding code list values.

  4. To start loading the selected sheets, click Read. The status of each sheet is displayed in the Status column.

  5. To exit the loading process, click Finish.

To view the loaded Smart 3D data, select the sheet name from the Select Data Table list.

Specifications Rules Boxes for Setup Configurations

Import Configuration: Allows you to type name of the import configuration.

Import Configuration Comment: Allows you to type a comment for the import configuration.

Host Name: Specifies the host name.

Site Server: Allows you to type the site server name.

Site Database: Allows you to relate to one or more catalog databases.

Database Provider: Specifies the database provider name.

Catalog Database: Specifies the S3D catalog database.

Catalog Server: Specifies the S3D catalog server.

Catalog Schema Server: Allows you to run the catalog schema database. This is also the server for the catalog database.

Catalog Schema DB: Specifies the database for which schema data is supplied.

Catalog Structure: Specifies the name of the catalog structure.

Catalog Comment: Allows you to enter additional comments.

Data Table Config: Allows you to select a data table configurations that are pre-defined sets of sheets with attribute mappings and retrieval methods.

SHARED Tip To create a new data table configuration, type the name of the new configuration, press TAB, and then click Yes. The Configuration Definition dialog box is displayed to create the data table configuration.

Data Table Config Comment:Allows you to type a comment for the data table configuration.

Template: Allows you to select an existing template or create a new template.

SHARED Tip To create a new template, type the name of the template, press TAB, and then click Yes. The Template Definition dialog box is displayed to create the new template.

Item Mapping: Allows you to select an existing item mapping or create a new item mapping.

SHARED Tip To create a new item mapping, type the name of the item mapping, press TAB, and then click Yes. The Item Mapping dialog box is displayed to create the item mapping.

Catalog Structure: Allows you to select an existing catalog structure or create a new catalog structure.

SHARED Tip To create a new catalog structure, type the name of the catalog structure, press TAB, and then click Yes. The Catalog Structure dialog box is displayed to create the catalog structure.

Catalog Structure Comment: Allows you to enter additional comments.

Contractor Commodity Code Type: Allows you to specify the type of Smart Reference Data commodity code for a Smart 3D contractor commodity code. The Contractor Commodity Code Type are InterfaceCommodityCode and CompanyCommodityCode.

Contractor Interface/Company: Displays interface or company names based on the selected Contractor Commodity Code Type.

Industry/Client Commodity Code Type: Allows you to specify the type of Smart Reference Data commodity code for a Smart 3D industry/client commodity code. The Industry/Client Commodity Code Type available are InterfaceCommodityCode and CompanyCommodityCode.

Industry/Client Interface/Company: Displays interface or company names based on the selected Industry Commodity Code Type.

Import Option: Allows you to select one of the following:

  • AddOrModify: If you want to appends new data or update the existing data in the staging area.

  • DeleteAndReplace : If you want to delete all the existing staging data and replace with new data.

After the import configurations properties are specified, the data becomes available for Mapping.

Perform Specification driven Import

You can use Specification driven import to import only selected specifications from Smart 3D to Smart Reference Data.

You must load PipingMatericalClassData sheet to the staging area for using the Specification driven import option.

  1. Click Integration > XI20 Smart 3D > XI2040 S3D Import.

  2. Create a new import configuration or select an existing one by clicking Select Import Configurations.

  3. Create a staging area or select an existing staging area.

  4. Select Specification driven option from the Import Type options.

    Staging data shows the PipingMaterialClassData sheet details in the grid.

  5. Click Edit grid EditGrid.

  6. Select the specifications you want to import, by selecting the Select for Import check-box corresponding to each specification.

  7. Click Save gridSaveGrid.

  8. Click Read-Only Grid ReadOnly.

You will be able to view the details of only the specifications that you have selected here, in the subsequent screens. For example: In the Codelists Mappings screen, you will now be able to see only codelists related to the specifications you have selected in the Specification driven import.