The following reference data settings are defined using SmartPlant P&ID Options Manager to specify the location of particular types of data. You can specify various default settings used in creating P&IDs and sharing data with other applications, like PDS 3D.
Catalog Explorer Root Path
Specifies the node or server where the symbols for this plant are stored. Select the ellipsis 
beside the Setting value to navigate to the required path.
In order to ensure that the Symbols node in Catalog Explorer can be expanded, if entering the path manually, do not use a trailing '\' (backslash)
character. For example, the path \\DBServer\SPPID\DevSite\DevPlant\P&ID Reference Data\Symbols is entered correctly, whereas the path \\DBServer\SPPID\DevSite\DevPlant\P&ID Reference Data\Symbols\ is incorrect.
Claim Mode
Sets the claim mode for your plant. The available options are:
Exclusive
Claimed items are wholly owned by the claiming project.
Shared
Items can be owned simultaneously by more than one project.
You can change the claim mode only if the Claim table is empty. If it is not empty, a message box displays. Additionally, if you are operating in a project, rather than the Plant, this option is always read-only. Only model items can be claimed.See SmartPlant P&ID Help.
Copy Transformation Program
Specifies the transformation program to be used during the copying process. A transformation program is delivered with the software. You can copy this delivered code and then create your own customized transformation program. See Customizing the Sample Projects in the SmartPlant P&ID Programmer's Help.
Default Assembly Path
Specifies the default folder where assembly files are stored. If you want users to
store new assemblies in the Catalog Explorer by default, enter the path for a folder in the Catalog Explorer Root Path field. Select the ellipsis beside the Setting value to navigate to the required path.
To save an assembly, you must have write permission for this folder. Additionally,
if you do not choose a folder that is in the reference data folder, along with the
other symbols, your assemblies are not displayed in nor available for placement from
Catalog Explorer.
Default Duct Symbol File
Specifies the default symbol used to represent ducting when two in-duct components
are placed directly beside one another in a P&ID. For example, when two in-duct components,
such as a duct nozzle and a flowmeter, are placed so that they touch, the software
highlights the shared connect point. If you define a default ducting symbol in SmartPlant
P&ID Options Manager, the two items are automatically connected with a ducting segment.
If no default ducting symbol is defined, the software does not generate the connecting
ducting segment. Select the ellipsis beside the Setting value to select the required file.
This value must be entered as a relative path based on the path defined for the Catalog Explorer Root Path setting, for example: Ducting\Routing\DuctRun.sym.
Default Pipe Symbol File
Specifies the default symbol used to represent piping when two inline components are
placed directly beside one another in a P&ID. For example, when two inline components,
such as a nozzle and a valve, are placed so that they touch, the software highlights
the shared connect point. If you define a default pipe symbol in SmartPlant P&ID Options
Manager, the two items are automatically connected with a pipe segment. If no default
pipe symbol is defined, the software does not generate the connecting pipe segment. Select the ellipsis beside the Setting value to select the required file.
You must enter this value as a relative path based on the path defined for the Catalog Explorer Root Path setting, for example: Piping\Routing\Process Lines\Primary Piping.sym.
Default Report Template Path
Specifies the folder where default report templates for this plant are stored, including
the blank Excel template used for creating new templates. When a report template is
created and added to the plant reports, the new template is also stored at this location. Select the ellipsis beside the Setting value to navigate to the required path.
Default Signal Line Symbol File
Specifies the default symbol used to represent signal lines when two offline instruments
are placed directly beside one another in a P&ID. By default, this setting is blank.
If no default signal line symbol is defined, the software does not generate a connecting
signal line segment. For example, when two offline instruments are placed so that
they touch, the software highlights the shared connect point. If a default signal
line symbol is defined in SmartPlant P&ID Options Manager, the two items are automatically
connected with a signal line segment. Select the ellipsis beside the Setting value to select the required file.
This value must be entered as a relative path based on the path defined for the Catalog Explorer Root Path setting, for example: Instrumentation\Signal Line\Connect to Process.sym.
Delete Key Default Behavior
Specifies the default behavior when you select drawing items and press the Delete key or click Delete 
on the toolbar. The available options are:
Delete to Plant Stockpile
Deletes the item from the drawing and sends it to the plant stockpile. This is the default setting when you create a new plant.
Delete to Drawing Stockpile
Deletes the item from the drawing and sends it to the drawing stockpile.
Delete from Model
Deletes the item from the drawing and from the database.
The Delete to Plant Stockpile and Delete to Drawing Stockpile options only take effect for item types that appear beside the Stockpile Items property.
Display Undefined As
Definea how you want a null value to appear in the Properties window. When you select Display Null from the Properties window toolbar, you see this value for all properties that are null. Use the Null setting definition if you are using the PipeSpec Commodity Code Lookup utility.
Drawing Properties - Optional
Specifies the properties that appear on the New Drawing dialog as optional when you create a new drawing in SmartPlant P&ID. If a value already appears on the Drawing properties - Required list, you are prompted before assigning it as Optional. These fields are comma-delimited, for example: Version, Description.
Drawing Properties - Required
Specifies the properties that appear on the New Drawing dialog box as required when you create a new drawing in SmartPlant P&ID. If a value already appears on the Drawing properties - Optional list, you are prompted before assigning it as Required. These fields are comma-delimited, for example: Version, Description.
DuctRun Name Attributes
Specifies the common properties of ducts that belong to the same duct run. For example, if tag sequence number and fluid code are used to define a duct run, all connected ducts that have the same tag sequence number and fluid code belong to the duct run. To specify the properties used to define a duct run name, select the desired properties one-by-one from the list of properties in the Setting column. To remove a property from the duct run name, highlight that property including the preceding or following comma separator and on the keyboard, press Delete.
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To enable deletion of duct runs to a stockpile, at least one property must be defined for this setting. Also, when deleting a particular duct run to the stockpile, at least one of those properties specified must be populated with a value in the drawing.
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The duct run name attributes that you select affect the behavior of the Delete to Stockpile (Plant or Drawing) commands for duct runs. When using one of the Delete to Stockpile commands, if the duct run to be deleted has the same values as another duct run in the plant for all of the attributes selected as the duct run name definition, the software will delete that duct run from the model instead of moving it to the stockpile. For example, if Tag Seq No and Duct Width are specified as the duct run name attributes and in a drawing the duct run to be deleted has values Tag Seq No = 100 and Duct Width = 15 in, then the Delete to Stockpile commands actually delete that duct run from the model if another duct run with these attribute values already exists in the plant.
DuctRunNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for duct runs. If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the duct run. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for duct runs in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
Enable "Keep Checked Out" on Check-In
Allows you to check in a drawing but still keep the drawing checked out for further work. All claims are maintained.
When working with projects in an integrated environment, you must select No for this option.
Enable Piping Specification Validation
Enables continuous service limits validation and automatic commodity code lookup if
the Use Piping Specification setting is PDS3D, SmartPlant 3D, or SmartPlant Reference Data and this setting is Yes. If the Use Piping Specification setting is PDS3D, SmartPlant 3D, or SmartPlant Reference Data and this setting is No, continuous service limits validation and automatic commodity code lookup are not available.
However, you can still manually select the Calc 
buttons to activate the Commodity Code Lookup dialog or the Piping Materials Class selection dialog. The Calc buttons are enabled for the Piping Materials Class and Commodity Code properties by assigning Calculation IDs in Data Dictionary Manager. See Enter Required ProgIDs.
Enable Plant Editing
Specifies whether the Engineering Data Editor is enabled to manage data for all objects in the plant or only for objects in the active drawing and active drawing stockpile. If set to Yes, data values that you are allowed to change for objects that belong to a non-active drawing will be enabled for editing, provided that the drawing has not been opened by a user. If set to No, all data values for objects that belong to non-active drawings will be displayed as read-only. For new or upgraded plants, the default value of this setting is Yes.
Enable System Editing
Specifies if system wide changes in item values can be made automatically while editing. If set to Yes, when you change a value on an item, the new value is propagated to other connected items. These changes take place based on any existing rule settings.
EquipNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for equipment. If the tag sequence number property is left blank or a duplicate is entered, the software uses the value entered here as the tag sequence number for the piece of equipment. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for equipment in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
Export to CAD Definition File
Specifies the Excel workbook used to associate filters in the design software with
layer names in AutoCAD and level numbers in MicroStation. The software uses this definition
file to tag items in a drawing with the layer name or level number on which the item
should appear when the drawing is saved as an AutoCAD or MicroStation file. Select the ellipsis beside the Setting value to select the required file.
Heat Tracing Media - Double Heat Trace
Specifies a list of heat tracing media used to define which connectors are double heat traced. If a value already appears on the Heat Tracing Media - Jacketed pipe list, you are prompted before assigning it as double heat traced. These fields are comma-delimited, for example, FAJ, FBJ. To unassign a value, highlight the value in the field and press the Delete key.
Heat Tracing Media - Jacketed Pipe
Specifies a list of heat tracing media used to define which connectors are jacketed. If a value already appears on the Heat Tracing Media - Double heat trace list, you are prompted before assigning it as jacketed. These fields are comma-delimited, for example, FAJ, FBJ. To unassign a value, highlight the value in the field and press the Delete key.
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To define a heat tracing medium as a single heat trace, that medium should not be assigned either to Heat Tracing Media - Double Heat Trace or to Heat Tracing Media - Jacketed Pipe.
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If you apply a heat tracing medium designated as Heat Tracing Media - Jacketed Pipe to a drawing item other than a pipe run, the software displays graphics from the Jacket layer of the symbol defined in Catalog Manager. For a heat tracing medium designated as a single or double heat trace, software displays graphics from the Heat Trace layer of the symbol defined in Catalog Manager.
Import Map Path
Defines where your map files reside on the system. An import map file is used to match
attributes during the import process. Select the ellipsis beside the Setting value to navigate to the required path.
Import Transformation Program
Specifies the transformation program to be used during the import process. This program controls the depth of the data transformation. A transformation program is delivered with the software. You can copy this delivered code and then create your own customized transformation program.See Customizing the Sample Projects in the SmartPlant P&ID Programmer's Help.
InstrLoopNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for instrument loops. If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the instrument loop. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for instrument loops in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
InstrNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for instruments. If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the instrument. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for instruments in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
Max-Temperature Unit in PDS3D
Specifies the units used for maximum temperature in PDS 3D. You can select Deg-F, Deg-C, Deg-K, or Deg-R from the list for this setting. The PipeSpec Commodity Code Lookup utility uses this setting.
OPCItemTag
Specifies the next number used to automatically generate a unique tag sequence number for off-page connectors (OPCs). If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the OPC. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for OPCs in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
PDS Approved Reference Database Schema Name
Type the user name created for the ra schema of the PDS 3D project.
PDS Approved Reference Database Schema Password
Type the password for the user created for the ra schema of the PDS 3D project.
PDS Database Name
Type the name of the PDS database. This field is required for Microsoft SQL Server databases.
PDS Database Server/alias
Type the name of the PDS server or an alias. This server name is required for Microsoft SQL Server database. An Alias name on the client computer is required for an Oracle database.
PDS Database Type
Select the type of database. Valid options include Oracle or Microsoft SQL Server.
PDS Project Control Database Schema Name
Type the user name created for the pd schema of the PDS 3D project.
PDS Project Control Database Schema Password
Type the password for the user created for the pd schema of the PDS 3D project.
This user must have access privileges in both the ra and pd database schemas.
PID Template Path
Specifies the storage location of templates used to create drawings in the design
software. When a new template is created, the template is also stored in this folder
by default. Select the ellipsis beside the Setting value to navigate to the required path.
Pipe Jacket Nominal Diameter Configuration File
Specifies the name and path of the XML file used to store the spec showing the allowed
jacket nominal pipe diameters available for each core pipe diameter. You define this
information on the Pipe Jacket Nominal Diameter Dialog. Select the ellipsis beside the Setting value to select the required file.
Pipeline Name Attributes
Specifies the common properties of pipe runs that belong to the same pipeline. For example, if the tag sequence number and fluid code are used to define a pipeline, all connected runs that have the same tag sequence number and fluid code belong to the pipeline. The properties selected in this setting must be available in both Pipeline and Pipe Run item types. Any property to be published as a Pipeline property must be included in this setting. To specify the properties used to define a pipeline name, select the desired properties one-by-one from the list of properties in the Setting column. To remove a property from the pipeline name, highlight that property including the preceding or following comma separator and on the keyboard, press Delete.
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To enable deletion of pipelines to a stockpile, at least one property must be defined for this setting. Also, when deleting a particular pipeline to the stockpile, at least one of those properties specified must be populated with a value in the drawing.
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The pipeline name attributes that you select affect the behavior of the Delete to Stockpile (Plant or Drawing) commands for pipe runs. When using one of the Delete to Stockpile commands, if the pipe run to be deleted has the same values as another pipe run in the plant for all of the attributes selected as the pipeline name definition, the software will delete that pipe run from the model instead of moving it to the stockpile. For example, if Tag Seq No, Fluid Code, and Max Oper Temp are specified as the pipeline name attributes and in a drawing the pipe run to be deleted has values Tag Seq No = 100, Fluid Code = D, and Max Oper Temp = 250 F, then the Delete to Stockpile commands actually delete that pipe run from the model if another pipe run with these attribute values already exists in the plant.
PipeRunNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for pipe runs. If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the pipe run. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for pipe runs in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
Plant Insulation Specification File
Specifies the storage location for the file that contains all the available insulation
information for this plant. The plant insulation file is an .isl file. Select the ellipsis beside the Setting value to select the required file.
Plant Style File
Specifies the storage location for the file that contains all the available symbology
for this plant, such as line patterns and styles. The plant style file is an .spp
file. Select the ellipsis beside the Setting value to select the required file.
Revision Management Software for Publishing Documents
In an integrated environment, allows you to select the software that will add new revisions to the documents that are intended to be published.
SmartPlant Foundation
Instructs the software to add new revisions using SmartPlant Foundation revision management tools. This option is only available if the plant was registered with SmartPlant Foundation.
SmartPlant P&ID
Instructs the software to add new revisions using SmartPlant P&ID revision management tools. If desired, you can select this option for a registered plant so that when publishing documents, the software sends SmartPlant P&ID revisions to SmartPlant Foundation instead of using the SmartPlant Foundation revision feature. This option always applies for plants that are not registered with SmartPlant Foundation.
RoomNextSeqNo
Specifies the next number used to automatically generate a unique tag sequence number for rooms. If the tag sequence number property is left blank or a duplicate is entered, the design software uses the value entered here as the tag sequence number for the room. As tag sequence numbers are used, this value changes dynamically to the next consecutive number. This value also determines the first tag sequence number that you want to use for rooms in this plant. If you want to start with sequence numbers of more than three digits or with another value, you can modify the default value of 100 before you begin your design sessions.
Rules Library
Specifies the location of the rules library for this plant. The rules library contains
rules that customize the interaction of model items when you place or manipulate these
items. You can define and modify rules in Rules Manager. The rules library is a .rul
file. Select the ellipsis beside the Setting value to select the required file.
Signal Name Attributes
Specifies the common properties, or attributes, of signal lines that belong to the same signal. To specify the properties used to define a signal name, select the desired properties one-by-one from the list of properties in the Setting column. To remove a property from the signal name, highlight that property including the preceding or following comma separator and on the keyboard, press Delete.
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To enable deletion of signal lines to a stockpile, at least one property must be defined for this setting. Also, when deleting a particular signal line to the stockpile, at least one of those properties specified must be populated with a value in the drawing.
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The signal name attributes that you select affect the behavior of the Delete to Stockpile (Plant or Drawing) commands for signal lines. When using one of the Delete to Stockpile commands, if the signal line to be deleted has the same values as another signal line in the plant for all of the attributes selected as the signal name definition, the software will delete that signal line from the model instead of moving it to the stockpile. For example, if Tag Seq No is specified as the signal line name attribute and in a drawing the signal line to be deleted has a value Tag Seq No = 100, then the Delete to Stockpile commands actually delete that signal line from the model if another signal line with this attribute value already exists in the plant.
SmartPlant 3D Plant Name
Specifies the name of the SmartPlant 3D plant. The PipeSpec Commodity Code Lookup utility uses this setting if SmartPlant 3D is specified in the Use Piping Specification option.
SmartPlant 3D Server Name
Specifies the name of the server that contains the SmartPlant 3D database. The PipeSpec Commodity Code Lookup utility uses this setting if SmartPlant 3D is specified in the Use Piping Specification option.
SmartPlant Reference Data Plant Name
Specifies the name of the SmartPlant Reference Data plant. The PipeSpec Commodity Code Lookup utility uses this setting if SmartPlant Reference Data is specified in the Use Piping Specification option.
SmartPlant Reference Data Server Name
Specifies the name of the server that contains the SmartPlant Reference Data database. The PipeSpec Commodity Code Lookup utility uses this setting if SmartPlant Reference Data is specified in the Use Piping Specification option.
The SmartPlant Reference Data server name must be entered as a connection string in
the form of <Host Name>:<TCP/IP Port Number>/<Service Name>, for example:
IN-SPMATDBSRV:1521/SDB2012
SmartPlant Resource Path
Specifies the path to the SPPIDDataMap.xml file for this plant or project. Select the ellipsis beside the Setting value to navigate to the required path.
SmartPlant Retrieve - Apply Default Formats
When retrieving data, this option allows you to specify to use either the units defined in the source or the units defined in the target. If set to No, the retrieved property's preferred display UOM is mapped to the P&ID format. This value is used to reformat the retrieved UOM property value for display as the new value in the To Do List. If set to Yes, the default format for the attribute is retrieved. This value is used to reformat the retrieved UOM property value for display as the new value in the To Do List.
StockpileItems
Specifies the item types that can appear in the plant or drawing stockpiles when items of that type are deleted from a drawing. For example, if you want to allow only vessels, exchangers, and instruments to appear in a stockpile when deleted from a drawing, select Vessel, Exchanger, and Instrument from the Setting column.
When PipeRun is selected in the Setting column, only pipe runs that have an item tag can be deleted to a stockpile.
Terminator Style
Specifies the type of terminator used at the terminal end of all leader lines, such as an arrow, solid dot, solid arrow, or none.
To Do List Placement Zone
Controls the freestanding placement of items called when the SmartPlant > To Do List command in SmartPlant P&ID is selected. The items are placed in the area around the drawing border. Options include Left, Right, Top, Bottom, and Pinwheel (the default setting).
Use Piping Specification
Lists the choices for using the PipeSpec Commodity Code Lookup utility.
No
No type of calculation or validation for PipeSpec.
PDS3D
Specifies the PDS 3D database for piping specification. When specified, SmartPlant P&ID Options Manager checks corresponding settings to make sure that the PDS 3D database connections are defined.
SmartPlant 3D
SmartPlant 3D database is used for piping specification. Once specified, SmartPlant P&ID Options Manager checks corresponding settings to make sure that the server and plant name are defined.
SmartPlant Reference Data
SmartPlant Reference Data database is used for piping specifications. Once specified, SmartPlant P&ID checks corresponding settings to make sure that the server and plant name are defined.
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If Enable Piping Specification Validation is set to Yes and the value for this option is set to PDS3D, SmartPlant 3D, or SmartPlant Reference Data, continuous service limits validation and automatic commodity code lookup are invoked.
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If the value for this option is set to No, continuous service limits validation and automatic commodity code lookup are not available. Also, the Calc buttons for the Piping Materials Class and Commodity Code properties are not functional.
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The Short Value entries in the Piping Component Type select list in Data Dictionary Manager are populated from the contents of the PDS3D_SP3D_ShortCode_Correlation.txt file (located in the ..\SmartPlant\P&ID Workstation\bin folder) according to the Use Piping Specification setting as follows:
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PDS3D - The Short Value column is populated with data from the second column of the PDS3D_SP3D_ShortCode_Correlation.txt file (AABBCC code).
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SmartPlant 3D or SmartPlant Reference Data — The Short Value column is populated with data from the third column of the PDS3D_SP3D_ShortCode_Correlation.txt file.
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No - The data in the Short Value column is not updated and remains what it was previously.
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