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Select the site, plant, or application from which you want to create the template and click Tools > New Data Dictionary Template.
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To create a site data dictionary template, select the Site Server node
in the Tree view.
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To create a plant data dictionary template, select the Plant node
in the Tree view.
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To create an application data dictionary template, select the Applications node in the Tree view and then select the application in the List view.
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In the Template file box, browse to the path where you want the template file saved and then type a file name for the template file.
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If you are creating an application template, type the Source name for the application data dictionary template. By default, this field displays the name of the source data dictionary template used to create the existing application data dictionary.
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Data dictionary templates cannot be upgraded. You cannot use a template created using an older version of SmartPlant Engineering Manager to create a site, plant, or application schema.
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Data dictionary templates are not database-specific. In other words, a given data dictionary template can be used in both Oracle and SQL Server environments.
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When using a data dictionary template to create a plant in another site, you must have the proper rules file (which relies on filters) to go with that template. Rules, insulation specification, symbols, and other file-based reference data are not included in data dictionary templates.