Table of Contents - 2. Introduction to SP Integration and SP Foundation for Tool Experts

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2 Table of Contents - 2 Introduction to SP Integration and SP Foundation for Tool Experts

3 Introduction to SP Integration and SP Foundation for Tool Experts Table of Contents SmartPlant Architecture Overview SmartPlant Components Overview SmartPlant Client Common User Interface Registering a Plant Publish and Retrieve Overview Publishing Documents and Data Retrieving Documents SmartPlant Schema Overview Schema Mapping Overview Data Warehouse Overview Tool Publishing Using Domains Using the Class VM Session (VMWare Player) Using the SmartPlant Foundation Desktop Client Starting The Desktop Client Exploring the Desktop Client User Interface Using the Tree View Using the New Items Window Using the Properties Window Setting User Options Changing User Preferences Setting the Active Scope Configuring the Effective Date Enabling the Look Ahead Option Using the List View Window Open Objects in a New Window Activity Using the SPF Desktop Client Object Management Searching for Objects Saved Queries Extracting/Exporting to Excel Creating and Managing Objects Creating Non-published Documents Deleting Objects Object Termination Object Details View Related Items Object History 3-28

4 Table of Contents - 4 Introduction to SP Integration and SP Foundation for Tool Experts 3.3 Creating and Showing Relationships Creating Relationships Showing Relationships Terminating Relationships Document Sign-off Revisions and Versions Document Status Icons Activity Finding and Manipulating Objects SPF User Functionality Viewing and Marking up Files Viewing Object Properties Adding Markups Viewing Off Page Connector Drawings Creating a Report Report Options Saving a Report Setting Ownership for a Report Activity Creating Reports Administrative Functionality Security Components Domains and Data Segregation Configurations Access Groups Owning Groups Roles and Role Assignments User Creation and Role Assignments Creating Access Groups Configuring Method Access Creating Roles Managing Roles Configuring Role Assignments Access to Relationship Navigation Activity 1 Configuring Basic SPF Security Other Administrative Components Creating Hosts Creating Vaults Configuring Vaults SmartPlant Foundation Scheduler Activity 2 Schedulers SmartPlant Foundation License Management Overview Perpetual Licenses Daily Tokens Other Types of Licenses 5-78

5 Introduction to SP Integration and SP Foundation for Tool Experts Table of Contents Creating a Plant Breakdown Structure (PBS) in SmartPlant Foundation Creating a Plant Breakdown Structure in SPF Creating a New Plant Setting the Active Scope Creating a New Area Creating a New Unit Relate the Plant to a Vault Register the Plant Breakdown Structure (PBS) Document Publish the Plant Breakdown Structure (PBS) Document Registering Authoring Tools Creating a New SmartPlant P&ID Plant Registering SmartPlant P&ID with SmartPlant Foundation Retrieve the PBS Document from SmartPlant Foundation Reviewing the Results of the Retrieve Creating a New SmartPlant Instrumentation Plant Registering SmartPlant Instrumentation with SmartPlant Foundation Retrieve the PBS Document into SmartPlant Instrumentation Run Tasks in the SmartPlant Instrumentation To Do List Set the Naming Conventions for the New Plant Activity Creating a Plant Breakdown Structure Using the Schema Editor Starting the Schema Editor Viewing an Open Schema File Schema Tree/Properties View Schema Tree/Table View Schema Tree/Drag-Drop UML View Interface Relationships Schema Tree/Viewable UML View Editor View Finding Schema Objects View Schema Find Tab Exiting the SmartPlant Schema Editor Activity 1 Using the Schema Editor Creating a Extension Schema Activity 2 Creating a Extension Schema Meta Schema Concepts Model Definitions Component Schemas Properties of a Component Schema Interactive Activity Creating a Component Schema 8-11

6 Table of Contents - 6 Introduction to SP Integration and SP Foundation for Tool Experts 8.4 Class Definitions Properties of a Class Definition Interactive Activity Creating a Class Definition Interface Definitions Role Example Interface Definitions and Relationships Properties of an Interface Definition Interactive Activity Creating Interface Definitions Activity Creating Objects and Relationships with Schema Editor Creating Properties and Enumerated Lists Property Definitions Properties of a Property Definition Property Types Interactive Activity Creating Property Definitions Enumerated List Type Properties of an Enumerated List Type Unit of Measure List Types Properties of a Unit of Measure List Type Interactive Activity Creating an Enumerated List Property Shared Object Definitions Properties of a Shared Object Definition Activity Creating Properties and Enumerated Lists Introduction to the Mapping Process Extending SmartPlant P&ID Creating a Custom List Entry Creating a Custom Property Activity 1 Extending SmartPlant P&ID Schema Analysis Managing the SmartPlant P&ID Map File Accessing the CMF File Using the SmartPlant P&ID Metadata Adapter Extending the SmartPlant Schema and Mapping Loading Schema Changes into the Database Validating the Schema Changes Regenerating Component Schemas Loading New Schema Objects Activity 2 Extending the SmartPlant Schema 10-69

7 Introduction to SP Integration and SP Foundation for Tool Experts Table of Contents Extending SmartPlant Instrumentation Adding a New Construction Status Adding a Custom Property Mapping with SmartPlant Instrumentation Testing the Custom Mapping Publish Custom Values from SPPID Retrieving New Values into SPI Activity 3 Mapping SPI and Testing Publish the Instrument Index Confirm the Published Data Mapping with SmartPlant SPEL Adding New Simple Properties Updating the Tool Map Schema Modifying the Custom Interface Mapping the New Property Saving Mapping Changes Test Mapped Properties Mapping for SmartPlant 3D Overview Adapters Map Files General Mapping Information Publish Mapping Retrieve Mapping Extending the Application Schema Loading Custom Properties into SP3D Custom Mapping in SP3D Synchronizing the SP3D Map File Mapping Properties for Correlation Mapping Properties for Publish Retrieving Published Objects into SP3D Testing the SP3D Publish Mapping 13-44

8 Table of Contents - 8 Introduction to SP Integration and SP Foundation for Tool Experts

1. Overview of SmartPlant Using the Schema Editor 2-3

1. Overview of SmartPlant Using the Schema Editor 2-3 Table of Contents Table of Contents - 2 SmartPlant Modeling and Mapping SmartPlant Modeling and Mapping Table of Contents - 3 1. Overview of SmartPlant 1-3 1.1 SmartPlant Components 1-6 1.1.1 The SmartPlant