1. SmartPlant Foundation Overview and Architecture 1-3

Transcription

1 Table of Contents

2 Table of Contents - 2 SPF Configuration and Administration II

3 SPF Configuration and Administration II Table of Contents SmartPlant Foundation Overview and Architecture Introduction to SPF Architecture SmartPlant Foundation Authoring - Stand-Alone Mode SmartPlant Foundation - Data Warehouse Mode Combined Mode SPF Containers Data Model Layering Domains and Domain Groups SPF 2008 Database Tables Overview of Domains and Roles Data Warehouse Overview Managing Data Inconsistencies Understanding the Loader Interface XML Load Format XML Loader Instructions NLF Load File Format NLF Instructions Field Types for NLF Loading Documents Using NLF Relationship Data Loading a Document with an Attached File Processing Load Files Additional SPF Loader Features Reload Files Introduction to the Schema Import Wizard Activity 1 Loading SPF Users, Organizations and Role Assignments Activity 2 Create Design Document Load File Activity 3 Loading Schema Definitions with the Schema Import Wizard Overview of Forms Generating a Form Form Editing with Form Builder Modifying Data Form Sections Modifying Display Items Activity 1 Creating Forms Creating Forms Manually Creating Sections Manually Creating Display Items Manually 3-35

4 Table of Contents - 4 SPF Configuration and Administration II Copying Forms Activity 2 Manually Creating Forms The SPF Administrative GUI Introduction to API s and Methods Client API s Conditions Configuring New Methods Common Method APIs Manage Related Items Relating New Classes to a Domain Activity 1 Configuring New Methods Creating and Managing Menus and Menu Items Managing Sub Menus Creating Toolbars Quick Find Menu Items Activity 2 Creating Menus and Menu Items List View Display Column Set Configuring the Engineering Numbering System Relating the ENS to the Object Class Testing the ENS Activity 3 Creating Column Sets and Configuring ENS Introduction to SPF Infrastructure Container Management System Administration User Preferences Display Objects Using Internal Names Expand Structure Subscriptions and Notifications Enabling Notification List Access Setting Up Subscriptions Importing Schema Changes Creating Log Subscriptions Creating Custom Notifications Viewing Custom Notifications Activity 1 Subscriptions and Notifications Configuring SmartPlant Foundation Testing the Configuration 5-57

5 SPF Configuration and Administration II Table of Contents Configuring Digests Digest Setup Custom Calendars Seed File Mechanism` Introduction to Vault Replication Setting up a standalone File Server Setting up Vaults for Replication Replicated Vault Viewing File Replication Mechanisms Using Robocopy for SPF Replication Constant Synchronization Periodic Synchronization Recovery options Installation as a Service Activity 2 SPF Scheduler and Calendars Introduction to List Editing Configuring List Edit Creating a List Edit Method Configuring the List Edit Column Set Configuring List Edit Relationships Configuring List Edit Access Configuring List Edit Navigation Activity Configuring List Edit Using List Edit Creating New Objects with List Editing Updating Objects with List Editing Updating Units of Measure Filtering the List Edit Window Using List Editing with Document Management Creating a List Document Snapshot List Edit Document Publishing Activity Using List Edit Introduction to the Line List Application Components of the Line List Application Creating Line Lists from SmartPlant P&ID Data Registering the LLA Tool Retrieving Line Segments from SP P&ID Roll Up Segments to Records Creating a Line List Object in SPF Creating a Line List Record Document Creating a Line List Snapshot 7-23

6 Table of Contents - 6 SPF Configuration and Administration II 7.4 Publishing a Line List Document Snapshot Additional LLA Configuration Considerations Activity Using List Edit Introduction to SmartPlant Foundation Workflow Creating Workflows Step Types Step Classes Create a Step Class Step Definitions Create a Step Definition Workflow Check Lists Workflow Statuses Distribution Matrix Overview Creating a Document Matrix Building a Workflow Viewing Workflows Attaching Workflows Workflow Access Configuration Workflow Options Using Workflows Setting the Active Scope Submitting a Document to the Workflow Attaching an Object to a Workflow Viewing an Active Workflow Workflow Signoffs Workflow History SPF Transmittal Overview Transmittal Project Roles Transmittal Structure Transmittal Administrative Setup External Organizations Creating a Contract Transmittal Users and Roles Transmittal Role Assignments Using Reasons for Receipt Create a Reason for Receipt Modifying Transmittal Workflows Distribution Matrix Overview Creating an Internal Transmittal Matrix 9-41

7 SPF Configuration and Administration II Table of Contents Creating an External Transmittal Matrix 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 Using and Managing Transmittals Searching for Transmittals Transmittal Preparation and Approval Preparing a Transmittal Approve Transmittal Issuing a Transmittal Exporting a Transmittal Structure Processing Issued Transmittals Tracking Recipient Responses Completing a Transmittal Transmittal Manipulations Updating Transmittals Canceling a Transmittal Terminating Transmittals Terminating Transmittal Sections Activity Using and Managing Transmittals Introduction Objectives Working with Datasheets The SmartPlant Schema Reviewing the Delivered Schema Creating a Custom Interface Creating a Custom Property Creating a Datasheet Graph Definition Creating a Datasheet View Definition Check In Modified Schema CMF File Manager Importing Datasheet Schema Additions 11-36

8 Table of Contents - 8 SPF Configuration and Administration II Loading Additional Relationships Activity 1 Schema Modeling to Support Datasheets Creating New Datasheet Templates Creating a Datasheet Definition Using the Datasheet Definer Mapping a String Property Value Mapping a UOM Property Value Saving the Datasheet Mapping Activity 2 Creating Datasheet Template Documents, Datasheet Definitions and Using Datasheet Definer Registering an Authoring Tool Retrieving a Published Instrument Defining Process Cases Testing Datasheet Functionality Using Datasheets Offline Loading Offline Datasheet Updates Activity 3 Testing Custom Datasheets Introduction to the Excel Import Excel Import Setup Preparing the Import File Importing Objects Adhoc Reporting 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 Importing Report Schema Additions Adding View Definition Security Generating a Report Generating a Line List Adhoc Report Activity Creating and Running Adhoc Reports Creating Plant Hierarchies Remove the Existing PBS Structure Creating the Custom Hierarchy in the Schema Editor Loading the New Hierarchy into the Database Create Admin Objects for the New Hierarchy 13-29

9 SPF Configuration and Administration II Table of Contents Update the PBS Map Files Test the Custom PBS Hierarchy Activity Creating a Custom Plant Hierarchy A. Creating Classified Objects A-3

10 Table of Contents - 10 SPF Configuration and Administration II