Tr im ble QuickPen PipeDesigner 3D Soft w ar e

MANUFACTURER DATABASES Tr im ble QuickPen PipeDesigner 3D Soft w ar e Revision A

Copyright and Trademarks 1998-2013 Trimble Navigation Limited. All rights reserved. QuickPen is a trademark of Trimble Navigation Limited registered in the United States and/or in other countries. PipeDesigner 3D and Trimble Quick Link are trademarks or registered trademarks of Trimble Navigation Limited. All other trademarks are the property of their respective ow ners. Englew ood Office Trimble Navigation Limited 116 Inverness Drive East, Suite 210 Englew ood, Colorado 80112 (800) 234-3758 Release Notice Trimble QuickPen PipeDesigner 3D Softw are Manufacturer Databases Created Tuesday, September 17, 2013, 12:02 PM The topics w ithin this document are subject to change w ithout w ritten notice. Companies, names, and data used in any examples are fictitious. Screenshots included in the topics may not be exactly as in the softw are application. This document, or parts thereof, may not be reproduced in any form, by any method, for any purpose, w ithout the w ritten consent of Trimble Navigation Limited. 2

PipeDesigner 3D Manufacturer Databases PipeDesigner 3D Manufacturer Databases Trimble has agreements with several manufacturers to provide you with data specific to their fittings. These databases are available on the Trimble MEP website. You can easily add this data to your master PipeDesigner 3D database using the Utility 6. The manufacturers databases are available in the SQL Server backup format, making it simple to add more pipe/fittings to your database. The database file names describe each database accurately, making it simple to determine which one you want to merge. 3

Preliminary Steps Preliminary Steps Perform the following procedures before beginning the download and merge installation. Verify Autodesk Application Before downloading and installing any manufacturer databases verify that you have a compatible Autodesk application installed. Verify PipeDesigner 3D Version The manufacturer databases are version-specific. Make sure you download a compatible database for your version of PipeDesigner 3D. Open the PipeDesigner 3D Data Editor, go to Help > PD3D Resources to verify your installed version number. Windows Applications Make sure all Microsoft Windows based applications on the server are closed, including e-mail software, and virus protection software. 4

Dow nload Procedures Download Procedures 1. On the Manufacturer Database download page and then location the database you want to download. 2. Locate the PipeDesigner 3D 2012 v2 heading. Read product notes and then click Download to copy the file to your computer. 3. In the File Download window, click Save. 4. In the Save As window, navigate to the location you want to use for the download, then click Save. Make note of where you saved the file. 5. When the download is complete, click Close the Download window. Note: Depending on your computer settings, the Download window may close automatically. Continue to the Procedures 6 topic to complete the required steps. 5

This utility allows you to merge data into the the PipeDesigner 3D software database from other sources. The other source must be in the proper format prior to processing a merge. You can also use to export data that can be merged into another PipeDesigner 3D software database. Quick Steps: PipeDesigner 3D Data Editor / Tools / Start menu / QuickPen PipeDesigner 3D / QuickPen PipeDesigner 3D Definitions The following definitions are used in the instructions below. Source Database This database contains the data you want to merge into the Target database. Target Database This is the database you will be merging the source database into. Navigation is set up as a wizard. Each screen allows you to define and/or select the appropriate information required. There are common buttons in the wizard screens that allow you to easily navigate the wizard. Advances to the screen directly following the one you are on. You must complete all required information on the current screen before you can go to the next screen Directly below the window label, you can click return to the previous screen(s). to Clicking Cancel discontinues the merge process and closes the procedure/screen. 6

Information Before you begin the merge process, review the general information below. The data available for merge is based on the information included in the source database. The procedure allows you to "pick and choose" the data you want merged from the source into the target database. If you did not merge all data in the initial procedure, you can merge additional data from the source into the target immediately after the initial merge is complete. You can merge additional data into your target database or overwrite existing data. Caution - Use caution when using the overwrite option. This procedure actually deletes matching items that are in both the source and target database. Those items are then recreated in the target database from the source. It is possible to lose data from your target when using this option. will add new items and folders; however, new item detail will not be merged into and existing item unless you use the overwrite option. 7

Source Database The From Database information screen allows you to define the source data. This is the data you will be merging into the target database. Trimble recommends that you review the General Information beginning this procedure. 7 before Source Database Tip If you are merging source data from a Microsoft SQL Server database, you must restore this data before you can proceed. Refer to the Restore Utility topic in the online help file for instructions. If you are merging in the Trimble Manufacturer Databases, see the Manufacturer Databases Guidance 17 topic for some helpful hints. 1. Open the utility using one of the methods in Quick Steps above. The Welcome screen displays. Read the information on-screen. Click Next. 2. In the From Database information screen, complete the following fields: Database Type Click and select the appropriate Database Type from the list. Your selection depends on the format used in the source. supports the following formats: Microsoft SQL Server, SQLite, and VistaDB. Tip - Microsoft SQLite and VistaDB do not require processing a restore procedure. These formats can be immediately merged into your PipeDesigner 3D software database. For Microsoft SQL Server formats only Complete the following procedures if the source is this database type. Server Name Click. This will automatically select the Microsoft SQL Server installed locally with the PipeDesigner 3D software. Note: If you are using a Microsoft SQL Server on the network, click to select the appropriate server from the list or if you know the name of the network files, you can enter this information manually. It must be entered accurately or the 8

conversion will not recognize the server. Use SQL Server Authentication Click this radio button. PipeDesigner 3D Login Note: The login information below pertains to the Trimble installed instance of the Microsoft SQL Server. If you are using another installed server, your login will be different. Contact your System Administrator if you have any questions. Login: sa Password QuickPen1 5. Click to select a Source Database name. Click Next. Note: Depending on the format of your source database, your selections/screen may display differently than in the graphic. 9

6. Click Next. The To Database 11 information screen opens. This screen allows you to define the target database. Click here 11 for further instructions. OR If you are creating a new source database (rather than merging data into a master), see Exports 19 for detailed information. 10

Target Database The To Database information screen allows you to define where you want to merge the source data to. You must complete the procedures in the Source 8 topic before you can enter information in this screen. You can also create a new database with specific data 19 to provide others if needed. The procedures are similar to merging into the target. Please refer to the Export/New Database 19 for more details. Target Database Tip - If you are merging in the Trimble Manufacturer Databases, see the Manufacturer Databases Guidance 17 topic for some helpful hints. 1. In the To Database information screen, complete the following fields: Database Type Click and select the Database Type based on the format you are currently merging into. supports the following formats: Microsoft SQL Server, SQLite, and VistaDB. For Microsoft SQL Server formats only Complete the following procedures if the source is this database type. Server Name Click. This will automatically select the Microsoft SQL Server installed locally with the PipeDesigner 3D software. Note: If you are using a Microsoft SQL Server on the network, click to select the appropriate server from the list or if you know the name of the network files, you can enter this information manually. It must be entered accurately or the conversion will not recognize the server. Click Use SQL Server Authentication. PipeDesigner 3D Login Note: The login information below pertains to the Trimble installed instance of the Microsoft SQL Server. If you are using another installed server, your login will be different. Contact your System Administrator if you have any questions. sa Login: Password QuickPen1 11

2. Select a Target Database by clicking to select the appropriate target database from the list. Use care when selecting the target to ensure you are merging data into the proper database. Note: You can also create a new database that includes the source data. See Exports 19 for detailed instructions on this procedure. 3. Click Next. The Perform the 13 displays. This screen allows you to select the items you want merged from the source into the target database. Click here 13 for further instructions. 12

Merge Selections The Perform the screen allows you to select the items you want merged from the source into the target database.you must complete the procedures in the Source 8 and the Target 11 topics before proceeding with the instructions below. Data Selections and Processing Tip - If you are merging in the Trimble Manufacturer Databases, see the Manufacturer Databases Guidance 17 topic for some helpful hints. 1. In the Perform the screen, select the appropriate checkboxes based on the data you want to merge from the source into the target. Include All Items This checkbox is selected by default. When selected, all items in the source database will be merged into the target database. If you want to select only certain items, you can clear this checkbox and the Select the items to include pane becomes active. Select the items to include pane You can select the checkboxes next to specific items or item types to merge all to the target database. Keep in mind that if you select Parts Lists, all associated fittings, valves, and connection items are automatically selected. Tip - Depending on the size of your source database, this process may take several minutes. In the dialog: Click Yes if you want to proceed. All ends will be automatically selected and merged. If you click No, you must select the ends you want to merge manually. OR You can click next to each item(s) and then select only the specific item you want to merge to the target. Note: The naming convention next each checkbox 13

represents the item and (folder) name. Tip - All Other Items includes ends, equipment, and end connection rules. If you selected piping items that already have ends included, these will automatically be included in the merge. If you want to merge in additional ends, you must select these separately. 3. Click on the appropriate radio buttons based on how you want to handle items in both the source and target databases. 14

For Piping items that already exist Options Overwrite When you click this radio button, any items that are found in the both the source and target database will be overwritten in the target. Ignore will ignore all items that exist in both the source and target database and merge only those items that do not already exist in the target/ Merge missing sizes If the source database includes sizes that do not exist in the target, clicking this radio button will merge those sizes into the target. Note: This option merges only the missing sizes. You can also use the Overwrite option to merge missing sizes, as well as additional data, into the database. Use this option with care. For all other items that already exist Options Overwrite When you click this radio button, any items that are found in the both the source and target database will be overwritten in the target. Ignore will ignore all items that exist in both the source and target database and merge only those items that do not already exist in the target/ Caution - Use caution when using the overwrite option. This procedure actually deletes matching items that are in both the source and target database. Those items are then recreated in the target database from the source. It is possible to lose data from your target when using this option. 4. Click Merge. The merge process begins. A progress indicator displays at the bottom of the screen. 5. When the merge is complete, you can continue to merge additional data from the source to the target if desired. If your merge is complete, click Close. If you are using to create a new source database, see the Export/New 15

Database 19 topic for additional instructions before proceeding. OR Trimble recommends that you review the merged data in the PipeDesigner 3D Data Editor to ensure the results are as you expected. 16

Manufacturer Database Guidance This topic provides helpful information to assist you in merging in data from the Trimble Manufacturer databases. Source Database The Source Database 8 is the Manufacturers Database that you want to merge into the PipeDesigner 3D software. These databases are provided in an SQLite format so they can be merged easily simply by selecting the DB file in the Database Type field. A password is not required. The graphic below illustrates how your screen might display. Note: The Database file information is dependant on the location and file you are merging. Target Database The Target Database 11 is where you want to add the Manufacturer data. Typically, this will be your master PipeDesigner 3D database, but you may have setup other databases. Make sure you know where you want this data stored prior to selecting a target database. The graphic below illustrates how your screen might display. Note: The Windows Authentication and Database information is dependant on your system and where you want to add the data. 17

Selections for Merge Selecting options in the Perform the 13 screen defines how the Manufacturers data will be merged into the PipeDesigner 3D software. The following settings will generally be used when merging in this data: Include All Items For piping items that already exist For all other items that already exist Export/New Database Caution - Exporting or Creating a new database 19 is not typically used when merging in Manufacturers Databases. If you choose to use this option, your resulting database will include only the data from the Manufacturer based on the database file you have selected. No other PipeDesigner 3D software data will be included. 18

Exports/New Database The utility allows you the flexibility to create a new source database with specific information you can then provide to another individual. This procedure also works well if you have created data in a stand-alone of the PipeDesigner 3D software (or offsite) and want to add it to your master database. The procedures are similar to merging data into a target database; however, to properly create the new source, this topic contains instructions specifically related to creating a new database. Create New Source Database Tip - If you are merging in the Trimble Manufacturer Databases, see the Manufacturer Databases Guidance 17 topic for some helpful hints. 1. In the To Database information screen, complete the following fields: Database Type Click and select the Database Type based on the format you are currently merging into. supports the following formats: Microsoft SQL Server, SQLite, and VistaDB. Tip - When using a Microsoft SQL Server format for your new source database, you must back up the newly created source file before providing it to another. Before can be performed, the backed up file must be restored. See Backup Utility and Restore Utility topics for instructions. For Microsoft SQL Server formats only Server Name Click. This will automatically select the Microsoft SQL Server installed locally with the PipeDesigner 3D software. Note: If you are using a Microsoft SQL Server on the network, click to select the appropriate server from the list or if you know the name of the network files, you can enter this information manually. It must be entered accurately or the conversion will not recognize the server. Click Use SQL Server Authentication. PipeDesigner 3D Login Note: The login information below pertains to the Trimble installed instance of the Microsoft SQL Server. If you are using another installed server, your login 19

will be different. Contact your System Administrator if you have any questions. Login: sa Password QuickPen1 2. If you wish to create a new database that includes new source data, enter a new name in the Database field. Note: The screenshot below illustrates using an SQLite format. Depending on the format you selected, your screen may display differently. 3. Click Next. The Perform the 13 displays. This screen allows you to select the items you want merged from the source into the target database. Click here 13 for further instructions. 4. If you selected the Microsoft SQL Server format, you will need to backup the new source database prior to distributing. See Backup Utility for instructions. Database Format Requirements Depending on the format you used when creating your new source, proceed as follows: Microsoft SQL Server 20

You must restore the file to the PipeDesigner 3D application prior to attempting to merge the new source into the target. See the Restore Utility topic for detailed information on this procedure. After the file has been restored, you can merge the source data database 11. 8 into the target VistaDB / SQLite You must enter the full path and file name (including file extensions) when using one of these formats. Database Format File Extension SQLite db VistaDB vdb3 Password Protection The formats above allow you to password protect the resulting database. Enter a Password in the To Database Information screen if you wish to password protect the new file. If you choose to password protect the new source, you must provide this information when you pass the data on. Merge Source > Target See the Source database. 8 topic for procedures on selecting the source The Target 11 topic provides you with the information you need to merge the data in the source to the target database. 21