Functionalities - Intergraph Smart Reference Data Standard Database - Version 12.5 - Installation & Upgrade - Hexagon

Excel Report

When you select Excel Report, data related to the selected node in both grids is exported to an Excel file and saved in the SDBMerge\Exports folder. You can retrieve specific records in the Excel file with the help of filters.

Functionality

• To export data, select Excel Report, and then select Yes. You can also download the file from the exports folder.

• In the CMS Module for Component Management, you can select a class hierarchy, and only the data related to the selected class hierarchy will get exported into the Excel workbook. If the Save Direct Children checkbox is selected for a node, parent node data along with child node data will get exported in the Excel file.

  

  • Complete data gets exported for the selected node, irrespective of the filters.

  • The SDB Merge Tool export process is not recommended to run multiple Excel export jobs simultaneously, as it is a highly resource intensive job.

Using the Excel Report functionality for the Merge operation

The following is the recommended procedure to generate and use the Excel Report in the Merge operation:

1. Select Excel Report.

2. In the Excel Report window, apply filters and view related data. In the SDB Merge Tool, select the same data records, and then select Merge.

3. To save the records in the target database, select Save to Database.

In the Differences not shown in hierarchy mode, generate the Excel file again after saving the data to the target database and verify the changes for better results.

Delete and Replace

The Delete and Replace option allows you to delete the entire content of the selected node from the target database and replace it with the source records.

This functionality is enabled only on the following selected nodes of the SDB Merge Tool:

• Table Management

  • Table Attributes

• Geometric Management

  • Nominal Sizes

  • Outer Diameters

  • Branches

  • Schedules

  • Nominal Reducers

  • Metric/English Equivalence

  • Geometric Tables (Commodity Geometrics, Standard Geometrics, Geometric Filters, and Other Geometrics)

• Geometric Rules

• Commodity/Ident Management

  • Commodity Keys

  • Object Parameter Details

  • Commodity Geometric Relations

  • Commodity Details

• Specifications

  • Specification Header Notes

  • Specification Group Notes

  • Specification Details

  • Specification Header Geometrics

  • Specification Items

  • Specification Rule Attributes

  • Specification Header Groups

• Smart 3D Integration

  • Transfer Type

  • Data Table Configuration - Attributes, Definition Attributes, and Attach Procedures

  • Templates

  • Data Table Mappings

  • Transfer Jobs

  • General Configurations

• CADWorx Integration

  • Transfer Type

  • Data Table Configuration - Attributes and Attach Procedures

  • Templates

  • Data Table Mappings

  • Transfer Jobs

  • General Configurations

• CMS

  • Component Manager - Properties

• PDMS Integration

  • Transfer Type

  • Data Table Configuration - Attributes and Attach Procedures

  • Templates

  • Transfer Jobs

  • General Configurations

Custom Compare

This option enables the comparison of data using two different user-specified source and target values for a few nodes under Smart 3D Integration.

The following nodes support Custom Compare:

• Smart 3D Integration

  • Data Table Configuration - Attributes, Definition Attributes, and Attach Procedures

  • Templates

  • Data Table Mappings

  • Attribute Mappings

• CADWorx Integration

  • Data Table Configuration - Attributes and Attach Procedures

  • Templates

  • Data Table Mappings

  • Attribute Mappings

You can use the Custom Compare feature for the above nodes by following the steps given below:

1. Enter values for all four Smart 3D or CADWorx Integration nodes at once.

2. Check the Dependencies checkbox to view the associated dependent objects for the selected nodes.

3. Select the source and target values available from the list, and select Compare.

• After the comparison is completed:

  1. All the tree nodes are cleared and populated with your custom compare nodes. You can now view the Reconfigure and Cancel Custom Compare options.

  2. In the Custom Compare mode, select the nodes you want to merge, and then select Save to Database.

• You can also recompare by providing the source and target values for a custom comparison using Reconfigure.

• To go back to a normal comparison, select Cancel Custom Compare.

Save to Database

This option enables you to save the data to the target database after the merging process.

Functionality

• When you select Save to Database, a pop-up is displayed.

• Select the required data and their Dependent Objects that you want to save to the target database, and then select OK.

• The SDB Merge Tool honors the control status values defined in the target database. It will not edit or modify the records in the target database if the control status is other than 1.

• The Show Dependency and Save to Database options are enabled only when you merge data in the data grid.

Sort functionality

This feature is applicable for all the columns present in the source and target grids of the data comparison view. If you apply the sorting to a source column, the source data gets sorted, and the corresponding target records are sorted accordingly.

• The default sort order is based on the Identical, Source Only, Different, and Target Only orders.

• When you select Column Header, the data gets sorted in ascending order (the sorted column has an upward arrow adjacent to the header column name).

• When you select Column Header again, the data gets sorted in descending order (the sorted column will have a downward arrow adjacent to the header column name).

• You can enable Multi-Sort Functionality by pressing the Ctrl key and selecting multiple column headers. (Sort order will have a number adjacent to column header name).

• You can apply different orders (ascending or descending) to different columns by pressing the Ctrl key and selecting them.

• When you switch from the source grid to the target grid to sort columns, all previous sorts applied on both grids will be disabled.

Filter functionality

This option enables you to filter columns based on the provided conditions.

To filter column values:

1. Select Filter .

2. Select Filter condition and enter the keyword.

You can also apply filters to two columns at a time using the And and Or conditions.

Search conditions must be selected based on the requirements. To know more about the filter options, see the examples below:

String columns filter

If you know the substring of data to be filtered, use the Contains filter condition:

• To filter the specified column value, select Is equal to, and for a range of values, select Is not equal to.

• To apply the filter to columns starting with a specific input, select Starts with.

• To apply the filter to columns ending with a specific input, select Ends with.

• To apply the filter to columns with empty values, select Is empty.

Numeric column filters

To apply the filter to columns with blank values:

1. Select Is blank.

2. Apply the filter to the columns as given below:

• To filter a specific column value, select Is equal to.

• To filter columns having a greater numeric value, select Is greater than, and for greater and similar values, select Is greater than or equal.

• To filter columns having a smaller numeric value, select Is less than, and for values smaller or equal to, select Is less than or equal.

SDB merge mnemonics and shortcut keys

Mnemonics

Shortcut command in a browser: Alt+<Key>

• Refresh Grids: Alt+R

• Excel Report: Alt+X

• Merge: Alt+M

• Unmerge: Alt+U

• Undo: Alt+N

• Show Dependency: Alt+P

• Save to Database: Alt+S

• Delete and Replace: Alt+L

Navigation shortcuts

They can be accessed by the arrow keys on the keyboard:

• Expand Tree Node: Right Arrow

• Hide Tree Node: Left Arrow

• Navigate one step up in a Tree hierarchy: Up Arrow

• Navigate one step down in a Tree hierarchy: Down Arrow

Login key shortcuts

• To switch between input values: Tab Key

• To click on a selected option: Enter/Space Bar

• To select a dropdown: Down Arrow