SmartPlant 3D Equipment Reference Data

Student Workbook

Version 2007 January 2007 N/A

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 Table of Contents

Table of Contents
Preface.......................................................................................................................... 4

Lab 1: Creating a new Catalog Database .............................................................. 5

Lab 2: Catalog Hierarchy .......................................................................................... 9

Lab 3: Equipment Catalog Hierarchy ................................................................... 13

Lab 4: Working with the Custom Interface Sheet .............................................. 17

SmartPlant 3D Equipment Reference Data Student Workbook 3

Preface

Preface
This document is designed as an aid for students attending the SmartPlant 3D Reference Data
class presented by Intergraph Corporation, and it’s a supplement to the standard product
documentation.

Objective

This document is designed to provide comprehensive information of what is in SmartPlant 3D

Reference Data version 2007

Course description

Upon completing this course, you will be able to:

• Provide an overview of the SmartPlant 3D reference data. It describes general information

about the catalog schema, terms, and the delivered equipment reference data.

Course Reference Material

• SmartPlant 3D Reference Data Guide

• SmartPlant 3D Symbols Reference Data Guide

• Equipment and Furnishing Reference Data Guide

Questions or suggestions relating to this document should be directed to:

SmartPlant 3D Training Services

4 SmartPlant 3D Equipment Reference Data Student Workbook

 Lab 1: Creating a new Catalog Database

Lab 1: Creating a new Catalog Database

Objective
After completing this lab, you will be able to:

Create a new catalog database using Bulkload Utility

Creating a new Catalog Database

1. Start the Bulkload application. Click on Start-> Programs -> Intergraph SmartPlant 3D->
Database Tools> Bulkload Reference Data to run the application.

2. In the Bulkload Excel Files, click Browse to access the Open dialog box. Navigate to the
following directory.

[Install Product]\CatalogData\BulkLoad\DataFiles

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Lab 1: Creating a new Catalog Database

3. We are only selecting the common workbooks to create this catalog. Select AllCommon.xls,
GenericNamningRules.xls, Reports.xls, ModuleTypes.xls, BulkLoadIsoKeys.xls,
Drawings.xls, IFCRule.xls, InsulationData.xls, Equipment.xls,
EquipmentComponent.xls, Shapes.xls, Standard Nozzle Data.xls and SpaceMgmt.xls

workbook files for loading into the Catalog Database.

Tip You can select more than one workbook to bulkload. Hold Ctrl key and click each
workbook in the Open dialog box.

4. Click OK button to accept.

5. In the Bulkload Excel CodeList File field, click Browse to access the Open dialog box
and select AllCodeList workbook file for loading into the Catalog Database.

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 Lab 1: Creating a new Catalog Database

6. In the Database Server Name box, select the name of the server where the Catalog Database
and schema will be located.

7. Select the appropriate Database Vendor.

8. To create a new database, keyin Sample1_Cat in the Database Name box.

9. Under Schema information section, select the Application Repository database delivered in
the product. Select AppRepos.dat for SQL Server or Select APPREPOS.DMP for Oracle.

10. In the Log File box, click Browse to specify the name and location of the log file.

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Lab 1: Creating a new Catalog Database

Tip The default location for the log file is \CatalogData\Bulkload\Database\DataFiles, but you
can change this location.

11. Click Open to accept.

12. In the Symbol and custom program file location, type the symbol share location.

13. Click OK button to accept form.

14. Verify that Bulkload Mode is set to: Bulkload to a new catalog

15. Click Load button to start process

16. Open the log file to check for any errors during the bulkloading process.
17. Click Quit button to exit.

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 Lab 2: Catalog Hierarchy

Lab 2: Catalog Hierarchy

Objective

After completing this lab, you will be able to:

• Add/Modify Module Type Hierarchy

Module Hierarchy

In this lab, you will add two new module classes called TransformerType1 and PipeRackType1
into the Module Type catalog hierarchy. To create the classification folders as shown below, you
must edit the ModuleType Excel workbook, which contain three sheets that control the hierarchy:
ClassNodeType, R-Hierarchy, and R-ClassNodeDescribes. When you add a module class to
the catalog hierarchy, you must update these sheets, where necessary, in order to see the data in
the Catalog task or Catalog browser dialog box.

CatalogRoot is the RootNode of the ReferenceData Catalog Browser. It cannot have a parent
node. It is a named-object. Similarly RefDataModulesRoot is the root for the module hierarchy
which appears as a child of the CatalogRoot. Electrical, Transfomers, Structure and PipeRacks
are the nodes to facilitate the easy browsing. TransformerType1 and PipeRackType1 are the
Module Classes.

1. Open the ModuleTypes.xls Excel workbook.

2. Go the ClassNodeType sheet and add the following entries. Remember to add the letter A to
all new records.

Note: This sheet describes the nodes used to navigate the CatalogBrowser hierarchy.

ObjectName should be unique across the entire database to identify a node uniquely.
Name is the display name which appears in the CatalogBrowser hierarchy.

3. Go the R-Hierarchy sheet and add the following entries. Remember to add the letter A to all
new records.

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Lab 2: Catalog Hierarchy

Note: RelationSource and RelationDestination entries are ObjectNames of the objects

participating in the relationship. A relationship can’t be made unless the objects mentioned
in Relationsource / RelationDestination columns are already created.

4. Go the R-ClassNodeDescribes sheet and add the following entry. Remember to add the letter
A to all new records.

Note: 'R-ClassNodeDescribes' is the relationship between an object from ClassNodeType

worksheet as RelationSource and another object which is a PartClass as
RelationDestination. RelationSource entries are ObjectNames of the objects participating in
the relationship. RelationDestination entries are names of the PartClasses sheets
participating in the relationship.

5. Copy the Vent Arrangement Class by doing the following:

Select the Vent Arrangement Sheet. Right Click to Open the Move or Copy dialog box.
Enable the copy option. Select the OK button to copy the sheet before the GUIDs sheet.

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 Lab 2: Catalog Hierarchy

6. Rename the sheet as TransformerType1.

Note: Make sure you do not add any blank space or special characters for the name.

7. Repeat the above steps to create the PipeRackType1 class.

8. Add A on both classes as follows:

9. Save the changes to a new workbook called ModuleTypes.xls and use the Bulkload Utility to
load the new classes. Remember to add the letter A to all new records.

10. Run the Project Management Task. Select the Model in the hierarchy.

11. Select Tools -> Synchronize Model with the Catalog.

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Lab 2: Catalog Hierarchy

12. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

13. Hit “OK” Button.

14. Once the process is complete. Right click on the model and select regenerate the report
database.

15. Hit “OK” Button.

16. Once the process is complete. Go to the Common Task and run the Copy to Catalog
command.

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 Lab 3: Equipment Catalog Hierarchy

Lab 3: Equipment Catalog Hierarchy

Objective

After completing this lab, you will be able to:

• Add/Modify Equipment Catalog Hierarchy

Equipment Hierarchy
All the nodes (Classification folders) are ClassNodeType objects except for the leaf nodes which
are Smart Classes. A relation between two nodes can be created in the 'R-Hierarchy' worksheet.
A relation between a ClassNodeType object and a Smart Class can also be created in the 'R-
Hierarchy' worksheet.

In this lab, you will add a new smart class called Boiler Type1 into the equipment catalog
hierarchy. To create the classification folders as shown below, you must edit the Equipment Excel
workbook, which contain two sheets that control the hierarchy: ClassNodeType and R-
Hierarchy. When you add a smart class to the catalog hierarchy, you must update these sheets,
where necessary, in order to see the data in the Catalog task or Catalog browser dialog box.

CatalogRoot is the RootNode of the ReferenceData Catalog Browser. It cannot have a parent
node. It is a named-object. Similarly Equipment is the root for the equipment hierarchy which
appears as a child of the CatalogRoot. Process (Customer) and Boilers Asm are the nodes to
facilitate the easy browsing. Boiler Type1 is the Smart Class.

1. Open the Equipment.xls Excel workbook.

2. Go the ClassNodeType sheet and add the following entries. Remember to add the letter A to
all new records.

Note: This sheet describes the nodes used to navigate the CatalogBrowser hierarchy.

ObjectName should be unique across the entire database to identify a node uniquely.

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Lab 3: Equipment Catalog Hierarchy

Name is the display name which appears in the CatalogBrowser hierarchy.

3. Go the R-Hierarchy sheet and add the following entries. Remember to add the letter A to all
new records.

Note: RelationSource and RelationDestination entries are ObjectNames of the objects

participating in the relationship. A relationship can’t be made unless the objects mentioned
in Relationsource / RelationDestination columns are already created.

4. Copy the StorageTankAsm sheet by doing the following:

Select the StorageTankAsm Sheet. Right Click to Open the Move or Copy dialog box. Enable
the copy option. Select the OK button to copy the sheet before the GUIDs sheet.

5. Rename the sheet as BoilerType1.

Note: Make sure you do not add any blank space or special characters for the name.

6. Rename the name and description for both items as follows:

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 Lab 3: Equipment Catalog Hierarchy

7. Rename UserClassName and OccClassName as follows:

Note: The UserClassName is also known as a definition class name. You can use this field to
provide a more meaningful name for the class or a name with blank spaces in it. This name
appears in the Catalog task and Catalog browser dialog box. The OccClassName appears in
the business object hierarchy on the Object Type tab on the Filter Properties dialog boxes.

8. Save the changes to a new workbook called BoilerTypes.xls and use the Bulkload Utility to
load the new class. Remember to add the letter A to all new records.

9. Once the bulkload process is complete. Run the Project Management Task. Select the Model
in the hierarchy.
10. Select Tools -> Synchronize Model with the Catalog.

11. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

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Lab 3: Equipment Catalog Hierarchy

12. Hit “OK” Button.

13. Once the process is complete. Right click on the model and select regenerate the report
database.

14. Hit “OK” Button.

15. Go to the Equipment Task and place the Boiler Type1.

16 SmartPlant 3D Equipment Reference Data Student Workbook

 Lab 4: Working with the Custom Interface Sheet

Lab 4: Working with the Custom Interface Sheet

Objective

After completing this lab, you will be able to:

• Add User Defined Code List

• Add User Interfaces

Custom Interfaces
The Custom Interfaces sheet allows you to load a custom schema into the metadata of a catalog.
This sheet defines the customized user interfaces and attributes (properties) for the smart/part
classes in the workbook.

In this lab, you will add a new custom interface and three attributes for a smart class called
BoilerType2. Also, you will create a new code list table namespace called Inspection Points in the
catalog schema. Use the Custom Interfaces sheet to define the attributes names with associated
data type, unit type and code list table namespace as shown below:

1. Open the AllCodeList.xls Excel workbook.

2. Add a User defined Code List as follows:

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Lab 4: Working with the Custom Interface Sheet

Note: The limit for a codelist name is 30 characters. You cannot use blanks or special
characters for the codelist name.

3. Open the BoilerTypes.xls Workbook.

4. Go the R-Hierarchy sheet and add the following entry.

5. Copy the BoilerType1 Smart Class by doing the following:

6. Select the BoilerType1 Sheet. Right Click to Open the Move or Copy dialog box. Enable the
copy option. Copy the sheet next to GUIDs sheet.

7. Rename the sheet as BoilerType2

8. Rename the name and description for both items as follows:

9. Rename UserClassName and OccClassName as follows:

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 Lab 4: Working with the Custom Interface Sheet

10. Create a new interface called IJUABoilerSpecs. Go to the Custom Interface sheet and add the
following entries

Note: An interface is a collection of attributes. A complete interface definition includes one

or more attribute names with associated data type, unit type, and optional symbol parameter.
The appropriate unit type and the primary units values are found using the AllCommon.xls
workbook. The Category Names are listed in the Property Categories codelist. The codelist
namespace for user-defined codelists is UDP.

11. Go to the BoilerType2 Smart Class Definition and key in the following data:

Note: Occurrence attributes are interpreted by the identifier ‘OA:’ and are defined along
with the definition of the SmartClass in the SmartClass worksheets.
An attribute with the same name can exist on more than one interface. On our smart class
sheet, you can scope the user attributes based on their interfaces and symbol parameters.
The scoping syntax is Interface::UserAttribute<Symbol Parameter>.

12. Save the changes and use the Bulkload Utility to load the new class and the codelist.
Remember to add the letter A to all sheets.
13. Once the bulkload process is complete, Run the Project Management Task. Select the Model
in the hierarchy.
14. Select Tools -> Synchronize Model with the Catalog.
15. Uncheck the Synchronize Model with the Catalog option.

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Lab 4: Working with the Custom Interface Sheet

Note: You just need to update the views in the model.

16. Hit “OK” Button.

17. Once the process is complete. Right click on the model and select regenerate the report
database.
18. Hit “OK” Button.
19. Go to the Equipment Task and place the BoilerType2. Use the Equipment Properties page
and review the attributes.

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