Smart Instrumentation External

Editor
User's Guide
Version 2018 (12.00)
June 2018
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Smart Instrumentation External Editor User's Guide 3

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Smart Instrumentation External Editor User's Guide 4

Contents
Intergraph Smart® Instrumentation External Editor ................................................................................ 6

Editing Specifications ................................................................................................................................. 7

Working with External Editor Common Tasks ........................................................................................ 7
Edit a Single-Tag Specification ............................................................................................................... 7
Edit a Multi-Tag Specification ................................................................................................................. 8
Manufacturer and Model Tables Common Tasks ................................................................................... 9
Add Manufacturers to the Instrument Manufacturer Table ..................................................................... 9
Edit Manufacturers in the Instrument Manufacturer Table ..................................................................... 9
Delete Manufacturers in the Instrument Manufacturer Table ............................................................... 10
Add Models to an Instrument Model Table ........................................................................................... 10
Edit Models in an Instrument Model Table ........................................................................................... 10
Delete Models from an Instrument Model Table ................................................................................... 10

Printing Specifications.............................................................................................................................. 11
Printing Common Tasks ........................................................................................................................ 11
Print a Specification Sheet .................................................................................................................... 11
Print Instrument Specification Files from a Command Prompt ............................................................. 12
Print Specification Sheets Without Notes ............................................................................................. 12

Service Operations .................................................................................................................................... 13

Service Operations Common Tasks ..................................................................................................... 13
Convert a Batch of Specification Files to ISF Format ........................................................................... 14
Convert a PSR File to ISF ..................................................................................................................... 14
Mark Changes on the Screen ............................................................................................................... 14
Set Display Accuracy ............................................................................................................................ 15
Set the Interface Language ................................................................................................................... 15

Windows and Dialog Boxes...................................................................................................................... 16

Batch Conversion Dialog Box ............................................................................................................... 16
Smart Instrumentation External Editor Window .................................................................................... 17
External Editor Window Menu Bar ................................................................................................. 17
External Editor Window Toolbar ..................................................................................................... 18
Instrument Manufacturer Dialog Box .................................................................................................... 18
Instrument Model Dialog Box ................................................................................................................ 19
Preferences Dialog Box ........................................................................................................................ 19
General Tab (Preferences Dialog Box) .......................................................................................... 19
Mark Changes Tab (Preferences Dialog Box) ............................................................................... 20

Smart Instrumentation External Editor User's Guide 5

SECTION 1

Intergraph Smart® Instrumentation

External Editor
Intergraph Smart® Instrumentation External Editor enables an external party (contractor,
engineering company, and so forth) to modify your instrument specifications outside of Smart
Instrumentation. In External Editor, you can open instrument specification sheets and modify
them as needed. You can then import these files back into Smart Instrumentation for further
processing.

 External Editor supports .psr and .isf file formats. It is not possible to work with new .psr
spec files that users can create in Smart Instrumentation. If you upgraded the Smart
Instrumentation database from a version where you used .psr spec files, you can open an
old .psr spec file in the current version of External Editor, change the data as required, and
then save the file in .isf format. Such .isf files are fully compatible with Smart
Instrumentation Version 7.
 In External Editor, you can only work with specifications whose item type is Instrument.
 External Editor does not support export of data for composite specifications.

Smart Instrumentation External Editor User's Guide 6

SECTION 2

Editing Specifications
The following section contains topics connected to editing specifications.

In This Section
Working with External Editor Common Tasks ............................... 7
Edit a Single-Tag Specification ...................................................... 7
Edit a Multi-Tag Specification ........................................................ 8
Manufacturer and Model Tables Common Tasks.......................... 9
Add Manufacturers to the Instrument Manufacturer Table ............ 9
Edit Manufacturers in the Instrument Manufacturer Table ............ 9
Delete Manufacturers in the Instrument Manufacturer Table ........ 10
Add Models to an Instrument Model Table .................................... 10
Edit Models in an Instrument Model Table .................................... 10
Delete Models from an Instrument Model Table............................ 10

Working with External Editor Common Tasks

To modify data in specification sheets using the External Editor, use one of the following
procedures:
 Edit a Single-Tag Specification (on page 7)
 Edit a Multi-Tag Specification (on page 8)

Edit a Single-Tag Specification

1. Click File > Open.
2. From the Files of type list, do one of the following:
 Select Spec files (*.isf).
 Select .psr files.
3. Navigate to the Smart Instrumentation specification file that you want to edit and click Open.
4. Click inside each field that you want to edit and do one of the following, as available:
 Type a new entry, or edit the existing data.
 Select values from available lists.
If you click the unit of measure fields for Pressure Max and Oper., select values from
the Select Unit of Measure dialog box that opens.
5. Do one of the following:
 Click File > Save. This option is available only if you loaded an .isf file.

Smart Instrumentation External Editor User's Guide 7

 Editing Specifications

 Click File > Save As, and in the dialog box that opens, change the existing file name or
type a new name, and then click Save.

 The tag number field is never enabled for editing in External Editor. If additional fields that
you need to edit are disabled, see the Smart Instrumentation Online Help procedure
Protecting Form Fields Before Exporting Specs to External Editor, under Specifications
Module, Save and Import Options.
 If you are editing a file with the older .psr suffix, the software automatically converts it to .isf
format upon saving. To perform this conversion in batch mode, see Convert a Batch of
Specification Files to ISF Format (on page 14).

Edit a Multi-Tag Specification

1. Click File > Open.
2. From the Files of type list, select Spec files (*.isf).
3. Navigate to the Smart Instrumentation specification file that you want to edit, and click
Open.
4. Edit the numbered pages containing the fields that are identical for all of the tags.
5. Click in each field that you want to edit and do one of the following, as available:
 Type a new entry, or edit the existing data.
 Select values from available lists.
If you click the unit of measure fields for Pressure Max and Oper., select values from
the Select Unit of Measure dialog box that opens.
6. To edit the fields that differ from tag to tag, click the Multi-Item List tab.
7. Do one of the following:
 Click File > Save. This option is available only if you loaded an .isf file.
 Click File > Save As, and in the dialog box that opens, change the existing file name or
type a new name, and then click Save.
The tag number field is never enabled for editing in External Editor. If additional fields
that you need to edit are disabled, see the Smart Instrumentation Help procedure Protecting
Form Fields Before Exporting Specs to External Editor, under Specifications Module > Save and
Import Options.

Smart Instrumentation External Editor User's Guide 8

 Editing Specifications

Manufacturer and Model Tables Common Tasks

You can add and edit manufacturers and models to the Instrument Manufacturer and
Instrument Model supporting tables. These manufacturers and models are available when you
edit specifications in External Editor. When you open and then save an externally edited
specification file in Smart Instrumentation, the new manufacturers and models are added to the
relevant supporting tables within Smart Instrumentation. To manage manufacturer and model
tables, use the following procedures:
 Add Manufacturers to the Instrument Manufacturer Table (on page 9)
 Edit Manufacturers in the Instrument Manufacturer Table (on page 9)
 Delete Manufacturers in the Instrument Manufacturer Table (on page 10)
 Add Models to an Instrument Model Table (on page 10)
 Edit Models in an Instrument Model Table (on page 10)
 Delete Models from an Instrument Model Table (on page 10)

Add Manufacturers to the Instrument Manufacturer

Table
1. Open a specification file in External Editor.
2. Click Edit > Instrument Manufacturer.
3. Click New.
4. Under Manufacturer, type the name of the new manufacturer and click OK.
See Also
Add Models to an Instrument Model Table (on page 10)

Edit Manufacturers in the Instrument Manufacturer

Table
1. Open a specification file in External Editor.
2. Click Edit > Instrument Manufacturer.
3. Change the name of manufacturers that you want to edit, and click OK.
See Also
Add Models to an Instrument Model Table (on page 10)

Smart Instrumentation External Editor User's Guide 9

 Editing Specifications

Delete Manufacturers in the Instrument Manufacturer

Table
1. Open a specification file in External Editor.
2. Click Edit > Instrument Manufacturer.
3. In the data window, select the manufacturer that you want to delete, and click OK.

Add Models to an Instrument Model Table

1. Open a specification file in External Editor.
2. Click Edit > Instrument Model.
3. From the Manufacturer list, select the manufacturer of the model that you want to add.
4. Click New.
5. Under Model, type the name of the new model and click OK.

Edit Models in an Instrument Model Table

1. Open a specification file in External Editor.
2. Click Edit > Instrument Model.
3. From the Manufacturer list, select the manufacturer of the models that you want to edit.
4. Change the name of models that you want to edit, and click OK.

Delete Models from an Instrument Model Table

1. Open a specification file in External Editor.
2. Click Edit > Instrument Manufacturer.
3. From the Manufacturer list, select the manufacturer of the model that you want to delete.
4. In the data window, select the model that you want to delete, and click OK.

Smart Instrumentation External Editor User's Guide 10

SECTION 3

Printing Specifications
The following section contains topics connected to printing specifications.

In This Section
Printing Common Tasks ................................................................ 11
Print a Specification Sheet............................................................. 11
Print Instrument Specification Files from a Command Prompt...... 12
Print Specification Sheets Without Notes ...................................... 12

Printing Common Tasks

A number of options are available for printing specification sheets using External Editor.

Print Individual Specification Sheets

You can print specification sheets from External Editor one at a time. For more information, see
Print a Specification Sheet (on page 11).

Print Specification Files from a Command Prompt

You can print one or more specification sheets from a command prompt without opening
External Editor. For more information, see Print Instrument Specification Files from a
Command Prompt (on page 12).

Print Specification Sheets Without Notes

You can print specification sheets without printing the accompanying note pages. This option is
available from External Editor or from a command prompt. For more information, see Print
Specification Sheets Without Notes (on page 12).

Print a Specification Sheet

1. Open a specification file in External Editor.
2. Click File > Print.

Smart Instrumentation External Editor User's Guide 11

 Printing Specifications

Print Instrument Specification Files from a Command

Prompt
If your specification files are in .psr format, see Convert a Batch of Specification
Files to ISF Format (on page 14).
1. Access a DOS command line in one of the following ways:
 Activate an application that offers you a command prompt option.
 On the Windows Taskbar, click Start > Run.
2. From the command line, type the path to the External Editor, type externaleditor, and leave
a space.
3. Type the path, if necessary, and the name (<file name>.isf) of the files that you want to print,
making sure that you leave a space between each file name.
4. Type /p.

Print Specification Sheets Without Notes

1. Click File > Preferences.
2. On the General tab, clear Print ISF note page.
3. Do one of the following:
 Print a specification from External Editor.
 Print specifications from a command prompt.

Smart Instrumentation External Editor User's Guide 12

SECTION 4

Service Operations
The following section contains topics connected to service operations.

In This Section
Service Operations Common Tasks .............................................. 13
Convert a Batch of Specification Files to ISF Format .................... 14
Convert a PSR File to ISF ............................................................. 14
Mark Changes on the Screen ........................................................ 14
Set Display Accuracy ..................................................................... 15
Set the Interface Language ........................................................... 15

Service Operations Common Tasks

The following service operations are available:

Convert a Batch of Specification Files to ISF Format

You can convert .psr specification files to the .isf format in batch mode. Converting them to .isf
adapts these older specification files for Smart Instrumentation Version 7.0. External Editor
supports multi-tag specifications in .isf format only. For more information, see Convert a Batch
of Specification Files to ISF Format (on page 14).

Convert a PSR File to ISF

It is possible to convert a specific .psr file to .isf format so that you can edit the spec in External
Editor. For more information, see Convert a PSR File to ISF (on page 14).

Mark Changes on the Screen

External Editor offers you various options to keep track of changes that you make in a
specification sheet that you are editing. You can choose a color to mark the changes on a color
monitor and you can specify a font style (bold, italic) to show the changes on a monitor and in
print. For more information, see Mark Changes on the Screen (on page 14).

Set Display Accuracy

You can set the percentage accuracy for the display of numerical data in the specification files
that you open in External Editor. For more information, see Set Display Accuracy (on page 15).

Set the Interface Language

You can change the interface language from English to other languages supported by External
Editor. For more information, see Set the Interface Language (on page 15)

Smart Instrumentation External Editor User's Guide 13

 Service Operations

Convert a Batch of Specification Files to ISF Format

1. Click File > Batch Conversion.
2. In the Source folder text box, do one of the following:
 Type the path and name of the folder containing your source files.

 Click , and navigate to the folder.

3. Do one of the following to set the target folder:
 Select Target folder same as source.

 Clear Target folder same as source, click , and navigate to the folder.
4. Do one of the following to select the files that you want to convert to .isf format:
 In the data window, under Select, select the check box beside each file.
 To convert all of the displayed files, select the Select all check box.

Convert a PSR File to ISF

1. Open the .psr file you want to convert.
2. Click File > Save As.
3. In the Select File dialog box, accept the default file name or type a new name.
4. Click Save.

Mark Changes on the Screen

1. Click File > Preferences.
2. On the Mark Changes tab, select Mark changes.
3. Under Style, select Regular, Italic, Bold, or Bold Italic.
4. From the Color list, select a color of your choice.
To vary the color that you selected, type new values in the Red, Green, and Blue spin
boxes.
5. Click OK or another tab.

Smart Instrumentation External Editor User's Guide 14

 Service Operations

Set Display Accuracy

1. Click File > Preferences.
2. On the General tab, in the Numeric field accuracy list, select the required percentage
accuracy for displaying data.
3. Click OK or another tab.
Although the accuracy that you choose influences the number of decimal places
displayed, this influence varies with the order of magnitude of the value. For example, if you
select 10% accuracy, a value of 0.456789 is displayed as 0.46, and a value of 456.789 is
displayed as 457. If you select 0.1% accuracy, the first value is displayed as 0.4568 and the
second value as 456.8.

Set the Interface Language

1. Click File > Preferences.
2. On the General tab, under Select language, select Enable translation.
3. Under Select language, select the language of your choice, and click OK.

Smart Instrumentation External Editor User's Guide 15

SECTION 5

Windows and Dialog Boxes

The following section contains topics about the various windows and dialog boxes used by the
External Editor.

In This Section
Batch Conversion Dialog Box ........................................................ 16
Smart Instrumentation External Editor Window ............................. 17
Instrument Manufacturer Dialog Box ............................................. 18
Instrument Model Dialog Box......................................................... 19
Preferences Dialog Box ................................................................. 19

Batch Conversion Dialog Box

You use this dialog box to convert .psr specification files to .isf format in batch mode.

Source files
Source folder — Type the path and folder of the .psr files that you want to convert to .isf
format. You can also click to open the Browse for Folder dialog box, where you navigate
to the source folder.
Data Window
Select — Select to include the file beside this check box in the batch conversion.
File name — Displays the names of the .psr files in the source folder.
Select all — Select to include in the batch conversion all of the tags displayed in the data grid.

Target files
Target folder — Type the path to the folder where External Editor saves the files it converts to
.isf format. If you selected Target folder same as source, or if you clicked to navigate to
the target folder, this box displays the path and folder name.
Target folder same as source — Select to copy the path and folder name from the Source
folder box to the Target folder box.
Overwrite target files without prompting — Select to enable overwriting of target files without
prompting for approval of each file to be overwritten.

Smart Instrumentation External Editor User's Guide 16

 Windows and Dialog Boxes

Smart Instrumentation External Editor Window

From the External Editor window, you can open specification sheets for viewing and
editing. You can also access the options for batch conversion of the specification format and for
setting preferences. The window consists of the following sections:
Menu Bar (see "External Editor Window Menu Bar" on page 17) — Provides access to
available commands.
Toolbar (see "External Editor Window Toolbar" on page 18) — Provides access to the most
common commands by clicking icons.
Editing Area — Displays the specification sheet that you opened for editing.
Status Bar — Shows the current status or the pertinent Microhelp.

External Editor Window Menu Bar

File Menu
Open — Opens a specification sheet for editing.
Close — Closes the active file.
Batch Conversion — Opens the Batch Conversion dialog box to convert .psr files to .isf
format.
Save — Saves the active file, replacing the previously saved version of the same file
name. This option is not available for .psr files.
Save As — Saves the active file under a new name. If this is a .psr file, the software converts it
to an .isf file.
Print — Prints the current file.
Printer Setup — Opens the Printer Setup dialog box, where you can select a printer and view
the properties for the printer that you have selected.
Preferences — Opens the Preferences dialog box.
Exit — Closes External Editor.

Edit Menu
Instrument Manufacturer — Opens the Instrument Manufacturer dialog box to add or edit
manufacturer names.
Instrument Model — Opens the Instrument Model dialog box to add or edit instrument model
names.

Window Menu
Tile Vertical — Sets all non-minimized editing windows side- by-side.
Tile Horizontal — Sets all non-minimized editing windows visible from the top to the bottom of
the screen.

Smart Instrumentation External Editor User's Guide 17

 Windows and Dialog Boxes

Layer — Sets one window filling the screen, with the others underneath.
Cascade — Sets all non-minimized windows with title-bars visible.
(File names) — Displays the names of all files that are open for editing.

External Editor Window Toolbar

— Opens a specification sheet for editing.

— Exits External Editor.

— Closes the active file.

— Saves the active file, replacing the previously saved version of the same file name.

— Prints the specification file.

— Opens the Instrument Manufacturer dialog box to add or edit the name of a
manufacturer.

— Open the Instrument Model dialog box to add or edit the name of a model associated
with a manufacturer.

— Displays context-sensitive help.

Instrument Manufacturer Dialog Box

By default, this dialog box displays the contents of the Instrument Manufacturer dialog box in
Smart Instrumentation. You can add manufacturers and edit their names as needed. You can
then assign models to the manufacturers and use these manufacturers and models in the
specifications that you edit and save in External Editor. If you then import and save the revised
specification data back into Smart Instrumentation, the manufacturers and models from the
specifications are automatically added to the appropriate supporting tables in Smart
Instrumentation.
Manufacturer — Displays the names of available instrument manufacturers. You can edit
current manufacturers and create new ones.
Delete — Delete a manufacturer that you added from External Editor. Note that you cannot
delete a manufacturer that was created in Smart Instrumentation.

Smart Instrumentation External Editor User's Guide 18

 Windows and Dialog Boxes

Instrument Model Dialog Box

By default, this dialog box displays the contents of the Instrument Model dialog box in Smart
Instrumentation. You can add models made by the instrument manufacturers and edit their
names as needed. You can use these models in the specifications that you edit and save in
External Editor. If you then import and save the revised specification data back into Smart
Instrumentation, the manufacturers and models from the specifications are automatically added
to the appropriate supporting tables in Smart Instrumentation.
Manufacturer — Select a manufacturer from the list.
Delete — Delete a model that you added from External Editor. Note that you cannot delete a
model that was created in Smart Instrumentation.

Preferences Dialog Box

The two tabs of this dialog box allow you to set and change Preferences.
General Tab (see "General Tab (Preferences Dialog Box)" on page 19)
Mark Changes Tab (see "Mark Changes Tab (Preferences Dialog Box)" on page 20)

General Tab (Preferences Dialog Box)

On this tab, you set the level of accuracy for display of specification sheets, specify the interface
language, and set printing options.
Numeric field accuracy — Select a percentage value from this list to determine the level of
accuracy for display of specification sheets. Although the accuracy that you choose influences
the number of decimal places displayed, this influence varies with the order of magnitude of the
value. For example, if you select 10% accuracy, a value of 0.456789 is displayed as 0.46, and
a value of 456.789 is displayed as 457. If you select 0.1% accuracy, the first value is displayed
as 0.4568 and the second value as 456.8.
Print ISF note page — Select to include note pages in specifications that you print from within
External Editor or from a command line. Clear to exclude note pages from the printing.
Enable translation — Select to allow an interface other than English.
Select language (available if you selected Enable translation) — Select an interface language.

Smart Instrumentation External Editor User's Guide 19

 Windows and Dialog Boxes

Mark Changes Tab (Preferences Dialog Box)

On this tab, you set font style and color for indicating changes on specification sheets that you
open in External Editor. If you choose a font style other than Regular, the software also shows
the changes when you print the current sheet. Each time you save and reopen a file, the
software marks new changes only.
Mark changes — Select to mark changes in the current specification sheet.
Color — Marks changes on the screen, but not in printed reports. Select a predefined color or
Custom.
Style — To display changes on the screen and in the printout, select Regular, Italic, Bold, or
Bold Italic as the font style.
Example — Displays a sample sentence in the font style and color that you select.
Custom color — If in the Color box you selected Custom, the three spin boxes allows you to
enter a value between 0 and 255 for each of the primary colors. If you selected a predefined
color, the boxes display the RGB (red, green, blue) component values of this color.

Smart Instrumentation External Editor User's Guide 20