Upgrade User Defined Tables and Fields from Versions Prior to 2016 - Intergraph Smart Instrumentation - Installation & Upgrade - Hexagon PPM

User defined fields and tables, prior to version 2016 were defined at the plant level, now they are defined at the Domain level allowing for the same UDF or UDT to be used across different plants.

When upgrading to SmartPlant Instrumentation version 2016, the software checks for inconsistencies between the definitions of these plant level user defined fields and tables, and if none are found creates the user defined fields and tables in version 2016, at the Domain level. When inconsistencies are found the offending fields are marked with .

An inconsistency is caused from one of 2 reasons:

• Inconsistency in the Custom Field Names.

• Inconsistency in the Number of Characters field.

When an inconsistency is found between user defined tables and fields, from two plants, the software copies the attributes and their values to version 2016 but does not complete the Domain level user defined fields and tables definition. To finish the process, you must use the User Defined Tables and Fields Editor.

Also, SmartPlant Instrumentation in previous versions used calibration setting user defined fields C16 to C20 for storing specific Fluke parameters and values. These fields are now exclusively reserved for use with Fluke calibrators as part of the system and are no longer user defined fields. If in previous versions you used these fields for purposes other than Fluke, you should contact Customer support for help in transferring your data.

If an upgraded select list value in the database does not match the value set in the custom defined tables and fields you cannot select that select list. For example, if you have a select list with the values A, B, and C, and try to assign this list to an upgraded user defined column which has the value of D. The software does not allow you to select the list and assign it to that column.

The following procedure explains how to complete the upgrade conversion of the custom defined tables and fields to the Domain level.

You can finish the upgrade conversion of the custom defined tables and fields at any time.

1. In the Administration Module >Domain Administration, do one of the following:

   • Click .

   • From the main menu click Activities > User Defined Tables and Fields Editor.

   • Use the keyboard shortcut CTRL+ E.

2. On the Custom Defined Fields tab, click next to the Search field. The software filters the Item Types and their UDFs to display only those items that have an inconsistency.

   To remove the filter, click or type a search string in the Search field.

3. On the Item Type Pane, select one of the custom defined fields that has been defined as inconsistent. The properties and their values are displayed in the Definitions Pane.

4. On the Definitions Pane do one, or both the following:

   1. On the Existing custom fields names field, select from the list the name you want displayed.

   2. On the Existing values field, select a value for the maximum number of characters that can be used.

      Values are only displayed in these fields if an inconsistency exists in the database after the upgrade. If no value is displayed then there is no inconsistency that needs correction.

      The Number of Characters field for certain UDFs are not available in the User-Defined Tables and Field Editor. The number of characters permissible in these specific UDFs is dependent on the physical space allocated to them in your database.

      The specific fields are as follows;

   • Process Data fields – Process Data UDF 91 to Process Data UDF 134.

   • Instrument > Custom Fields

     • Instrument Numeric UDF 01 to Instrument Numeric UDF 06 – You can set up to a maximum of 10 characters. These fields can only be of type integer (whole numbers, no decimals).

     • Instrument Numeric UDF 07 to Instrument Numeric UDF 10 – You cannot set a number of characters for these fields, this is determined by the software. The software also allows for two decimal places after the point.

5. Click Save All.

User Defined Fields in EDE — You must fix any inconsistencies in User Defined Fields (UDF) before adding data to the UDF in an EDE. If there exists an inconsistency in the number of characters permissible in the field, failure to fix the inconsistency results in the software using the permissible number of characters as set in the database. Fixing the inconsistency after adding data can result in corruption of your data.