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SmartPlant Reference Data How to Set Up SPRD - SP3D Export for Different Design Standards

Version 2008.2 (6.3.3) January 2009 DMAR1-PE-200127A

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Contents

SmartPlant Reference Data How to Set Up SPRD - SP3D Export for Different Design Standards i

Contents Preface ................................................................................................................................ 1

Setting up Design-Specific sheets ..................................................................................... 2 Adding a new sheet for Design-specific code lists....................................................... 2 Configuring Sheet Attributes ........................................................................................ 3

Adding Design-Specific Data to the Sheet ....................................................................... 4 Adding Design specific data to the sheet ..................................................................... 4

Setting up SP3D Export .................................................................................................... 5 Adding a sheet to the Destination Structure ................................................................. 5 Setting up a new Transfer Type ................................................................................... 6

Exporting to SP3D ............................................................................................................. 7 Setting up and Running an Export Job ......................................................................... 7 Viewing the Excel File ................................................................................................. 8 Viewing Destination data ............................................................................................. 9

Contents

ii SmartPlant Reference Data How to Set Up SPRD - SP3D Export for Different Design Standards

Preface

SmartPlant Reference Data How to Set Up SPRD - SP3D Export for Different Design Standards 1

Preface This document describes how to set up SmartPlant Reference Data – SmartPlant 3D export for different design standards.

Documentation Comments We welcome comments or suggestions about this documentation. You can send us an email at: [email protected].

Setting up Design-Specific sheets

2 SmartPlant Reference Data How to Set Up SPRD - SP3D Export for Different Design Standards

Adding a new sheet for Design-specific code lists

1. Start SP3D 10.02 Sheets. 2. Select the sheet you want to customize. 3. Add a new record (press the F6 key) and duplicate the original values (press the F4 key) 4. Change the sheet name by adding the Design Standard Identifier within brackets as the

suffix to the OriginalSheetName. For example, a valid sheet in this case can be “AspectCode [2007] where 2007 is the [DesignStdIdentifier].

5. Save the changes (press the F10 key). 6. If the sheet is discipline specify, enter the disciplines in the Disciplines section.

Note: The DesignStdIdentifier should be a meaningful and unique name which can indicate the reason for customization and help in easy identification. The DesignStdIdentifier must be within “[ ]” (brackets). Care should be taken that the original sheet name is not changed in any way.




Configuring Sheet Attributes 1. Start SP3D 10.07 Sheet Configs. 2. Select the Sheet Configuration that you will be referencing in your export. 3. In the Sheets section, select the original Sheet that you want to customize. 4. Add a new sheet (press the F4 key) and duplicate the contents of the original sheet. 5. Change the sequence number to a unique value. 6. Select the new design specific sheet from the LOV {press the F9 key) and save the

changes. 7. All the attributes of the original sheet are displayed. 8. Modify the Attributes, Definition Attributes and Attached Procedures as per your

requirements. Note: If you do not select the original sheet and duplicate it, you will have to specify all the attributes manually in the Attribute tab.

Adding Design-Specific Data to the Sheet


Adding Design specific data to the sheet Adding Design specific data to the sheet

1. Start SP3D 10.08 Templates. 1. Start SP3D 10.08 Templates. 2. Select the Template you will be referencing in the SP3D Export. 2. Select the Template you will be referencing in the SP3D Export. 3. Add a new row in the Sheets section (press the F6 key). 3. Add a new row in the Sheets section (press the F6 key). 4. Select the Design specific sheet using the LOV (press the F9 key) and save the

changes. 4. Select the Design specific sheet using the LOV (press the F9 key) and save the

changes. 5. Click on a different sheet in the Sheets section and click back on the Design specific

sheet you just added, to see the attributes associated with the sheet in the Data section. 5. Click on a different sheet in the Sheets section and click back on the Design specific

sheet you just added, to see the attributes associated with the sheet in the Data section. 6. Add code list values associated with the Design standard in the Data section and save

your changes. 6. Add code list values associated with the Design standard in the Data section and save

your changes.

Adding Design-Specific Data to the SheetAdding Design-Specific Data to the SheetAdding Design-Specific Data to the Sheet


Setting up SP3D Export


Adding a sheet to the Destination Structure

1. Start SP3D 10.09 Catalog Structures. 2. Select the structure associated with the destination to which you will be exporting. 3. Navigate to the tree in the Structure Elements section and select the folder in which

you want the new code list to appear. 4. In the Sheets section, add a new record (press the F6 key) and select the new Design

standard specific sheet from the LOV (press the F9 key). 5. Save your changes.




Setting up a new Transfer Type

1. Start SP3D 10.06 Transfer Types. 2. Select the ALL_CODE_LISTS transfer type. 3. Add a new record (press F6) and duplicate the transfer type (press F4) 4. Change the name of the Transfer Type to uniquely associate it with the Design

Standard and save the changes. 5. The list of sheets associated with the new transfer type is displayed. 6. In the Sheets section, navigate to the original sheet (AspectCode). 7. Delete the original sheet and save the changes. 8. Add a new record (press F6) in the Sheets section and select the new Design Std

specific sheet (AspectCode [2007]) and save your changes. Note: Instead of duplicating an existing transfer type, you can also create a new transfer type and manually add the relevant sheets to it. Note: If you do not delete the original sheet (AspectCode) and save your changes, you will not be able to add the new Design Std specific sheet (AspectCode [2007]).

Exporting to SP3D


Exporting to SP3D Setting up and Running an Export Job

1. Start SP3D 20.01 Export Jobs. 2. Create a new Export Job (press F6). 3. Enter the appropriate destination, transfer type, config and other relevant details. 4. Save the changes. 5. Run the job by clicking on the Start Online button. 6. After the Job gets done successfully, click on the Logfiles tab to review the log files

for any errors.

Exporting to SP3D


Viewing the Excel File 1. Click on the Workbook tab to view the generated Excel workbook. 2. Verify that the DesignStdIdentifier [2007] was dropped from the sheet name and the

data matches the rows entered in SP3D.10.08.Templates. 3. The Index sheet should still show the new sheet name (AspectCode [2007]).

Exporting to SP3D

Viewing Destination data 1. Click on the Show Results button to review the exported data. 2. Verify that the sheet appears in the correct folder in the structure and that the data was

correctly exported.


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