1. The SmartPlant Schema Model: An Overview Schema Object Administration 2-3

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1 Table of Contents

2 Table of Contents - 2 SPF Configuration and Administration II

3 SPF Configuration and Administration II Table of Contents The SmartPlant Schema Model: An Overview Class Definitions Interface Definitions Relationships Componentization Relationship Realizes Relationship Implies Relationship Property Definitions Exposes Relationship ScopedBy Relationship Contains Relationship Shared Object Definitions SPF Databases SmartPlant Foundation Structure Schema Load Process Resetting IIS Activity Loading the Modified Schema s into SPF Schema Object Administration Starting Schema Object Administration Class Definitions Viewing a Class Definition Update a Class Definition Delete a Class Definition Interface Definitions Viewing an Interface Definition Update an Interface Definition Delete an Interface Definition Property Definitions Viewing a Property Definition Update a Property Definition Delete a Property Definition Enumerated List Sets Viewing Enumerated Sets Update an Enumerated Set Delete an Enumerated Set Viewing Enumerated Level Sets Viewing and Modifying Navigation Objects Edge Definitions in Schema Object Administration Viewing Edge Definitions Creating Edge Definitions Setting Edge Definition Security EdgeDefs with Conditions 2-56

4 Table of Contents - 4 SPF Configuration and Administration II Graph Definitions in Schema Object Administration Creating Graph Definitions View Definitions in Schema Object Administration Creating View Definitions Class View Maps Creating Class View Maps Setting Class View Map Security RelDef Security Access Control Configuring SmartPlant Foundation Testing the Configuration Digest Digest Setup Introduction to Vault Replication Setting up a standalone File Server Setting up Vaults for Replication Setting up Users for Replication File Replication Mechanisms Using Robocopy for SPF Replication Constant Synchronization Periodic Synchronization Recovery options Installation as a Service Activity Schema Object Administration SmartPlant Forms Converting to a Form Form Builder Editor Form Editing Modifying Data Form Sections Modifying Display Items Display Item to a Form Relationships Configuring the Engineering Numbering System Additional Form Builder Functions Activity Generating and Modifying Forms Understanding the Loader Interface Load File Formats Object Types Field Types Relationship Data Attach a File 4-15

5 SPF Configuration and Administration II Table of Contents Processing Load Files Introduction to SmartPlant Loader Starting the SmartPlant Loader Creating SmartPlant Database Connections The SmartPlant Loader Queue Testing Database Connections and Options SmartPlant Loader Log SmartPlant Loader Properties Activity 1 Loading SPF Users and Groups Activity 2 Create Data Load File Introduction to Methods Configuring Methods Setting Method Security Attaching Methods Configuring New Menu Items Adding Menu Item Security Activity 1 Configuring Methods Activity 2 Configuring Menu Items Additional Model Components Context Sensative Menus Configuring Toolbar and Menu Methods Creating New Toolbar Item Adding Toolbar Security Defining Custom Icons Testing Toolbars Testing Menus Units of Measurement UOM Sets Revision Schemes Activity 3 Configuring Toolbars and Menus Introduction to SPF Change Management Administration User Groups and Change Management Creating Workflows Step Types Update a Step Type Step Classes Create a Step Class Steps 6-18

6 Table of Contents - 6 SPF Configuration and Administration II Create a Step Using Reasons for Receipt Create a Reason For Receipt Workflow Check Lists Workflow Statuses Building a Workflow Viewing Workflows Attaching Workflows Other Workflow Functions Maintain Calendar Work Week Options Using Workflows Setting the Active Scope Submitting a Document to the Workflow Attaching a Workflow Viewing a Workflow Workflow Signoffs Workflow History SPF Transmittal Overview Transmittal Project Roles Transmittal Structure Transmittal Administrative Setup Creating a Department / Office External Organizations Creating a Supplier Creating a Contract Transmittal Users and User Groups Modifying Transmittal Workflows Distribution Matrix Overview Creating an Internal Transmittal Matrix Creating an External Transmittal Matrix Creating a New Reason For Issue Activity 1 Transmittal Administrative Setup Creating an Internal Transmittal Creating a Transmittal Section Expanding the Transmittal Structure Creating an External Transmittal Saving a Transmittal Template Create a Transmittal for a Selected Set of Documents Creating a Transmittal from a Template Activity 2 Creating Transmittals 7-87

7 SPF Configuration and Administration II Table of Contents Using and Managing Transmittals Searching for Transmittals Processing a Transmittal Preparing a Transmittal Approve Transmittal Issuing a Transmittal and Recipient Response Completing a Transmittal Exporting a Transmittal Structure Transmittal Manipulations Updating Transmittals Canceling a Transmittal Terminating Transmittals Terminating Transmittal Sections Activity Using and Managing Transmittals Adhoc Reporting Creating a Report Graph Definition Creating a Report View Definition Custom Line List Adhoc Report Contents Creating a Graph Definition for the Line List Report Creating a View Definition for the Line List Report Adding View Definition Security Generating a Report Additional Adhoc Report Options Generating a Line List Adhoc Report Activity Creating and Running Adhoc Reports Creating Custom Enum Trees and Plant Hierarchies Creating a Custom Enum List Tree Structure Modeling the Custom Enum List Tree Configuring the EnumListType Tree Structure in SPF Testing the Custom Enum Tree Creating a Custom Plant Hierarchy Creating the Custom Hierarchy in the Schema Editor Configuring the PBS Hierarchy in SPF Testing the Custom PBS Hierarchy Activity Creating a Custom Enum Tree 10-77

8 Table of Contents - 8 SPF Configuration and Administration II 11. Introduction to the SPF Upgrade Wizard Upgrade wizard control file Upgrade Wizard Welcome screen Information for SPF Loader Final Review Completed and Upgrade Status Appendix Log File Introduction to Datasheets 12.1 Chapter Objectives 12.2 Working with Datasheets in the Schema Object Model The SmartPlant Schema Creating your Session in the Schema Editor Starting the Schema Editor Viewing an Open Schema File Schema File Tree View 12.3 Creating Document Templates 12.4 Editing a Document Template The Editor Window Mapping a String Property Value Mapping EnumListType Properties 12.5 Create a Report Definition Adding a Report Definition to the Interface Definition Adding a Method to the Interface Definition 12.6 Testing Datasheet Functionality Using Datasheets Offline 13. Introduction to the Excel Adapter A. Configuring and Using Titleblocks A-3 B. Troubleshooting 3.8 Errors B-3 C. SmartPlant Loader Solution - Activity 2 C-3 D. Converting the BO Model D-3