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SmartPlant 3D

Upgrade Guide (Version 6.1 to Version 2007)

Version 2007.1 (7.0)

January 2007 / March 2007

Copyright
Copyright 2003-2007 Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization. Portions of this software are owned by Spatial Corp. 1986-2007. All Rights Reserved.

Restricted Rights Legend


Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is restricted computer software submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations (FAR) and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense (DoD): This is commercial computer software as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished rights reserved under the copyright laws of the United States. Intergraph Corporation Huntsville, Alabama 35894-0001

Warranties and Liabilities


All warranties given by Intergraph Corporation about equipment or software are set forth in your purchase contract, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

Trademarks
Intergraph, the Intergraph logo, SmartSketch, FrameWorks, SmartPlant, IntelliShip, INtools, PDS, and MARIAN are registered trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. ISOGEN is a registered trademark of Alias Limited. ACIS is a registered trademark of SPATIAL TECHNOLOGY, INC. Infragistics, Presentation Layer Framework, ActiveTreeView Ctrl, ProtoViewCtl, ActiveThreed Ctrl, ActiveListBar Ctrl, ActiveSplitter, ActiveToolbars Ctrl, ActiveToolbars Plus Ctrl, and ProtoView are trademarks of Infragistics, Inc. Portions of 2D DCM, 3D DCM, and HLM from D-Cubed Limited are incorporated. All rights reserved. Oracle, JD Edwards, PeopleSoft, and Retek are registered trademarks of Oracle Corporation and/or its affiliates. Other brands and product names are trademarks of their respective owners.

Table of Contents

Table of Contents
Preface.................................................................................................................................5 Introduction........................................................................................................................7 Upgrade Overview........................................................................................................7 Upgrade Cases ..............................................................................................................8 Document Assumptions................................................................................................9 Preparing for the Upgrade..............................................................................................10 Backup the Model and the Symbols Share .................................................................11 Check the Integrity of the Databases ..........................................................................11
Verify the Consistency of Piping Specifications .............................................................. 11 Determine if Synchronize is Required .............................................................................. 11 Synchronize the v6.1 Model with the v6.1 Catalog.......................................................... 12 Resolve the v6.1 To Do List ............................................................................................. 12 Check v6.1 Database Integrity .......................................................................................... 13 Verify Reference Files ...................................................................................................... 13

Backup the Model.......................................................................................................13 Prepare the Workstation for the Upgrade ...................................................................14 Prepare the Server for the Upgrade ............................................................................15 Upgrading the Symbols Share ........................................................................................18 Description of the v7.0 Symbol Share Contents.........................................................18 Upgrade Procedure for the Symbols Share.................................................................19 Upgrading the Databases ................................................................................................21 Upgrading the Reference Data .......................................................................................24 Overview.....................................................................................................................24 Incorporate the v7.0 Reference Data Changes ...........................................................25
Bulkload Changes to Non-Customized Catalogs.............................................................. 25 Bulkload Changes to Customized Catalogs ...................................................................... 26 Upgrade Drawings and Reports Files ............................................................................... 27

Synchronizing the Model with the Catalog ...................................................................28 Synchronize the v7.0 Model with the v7.0 Catalog ...................................................28 Resolve the v7.0 To Do List .......................................................................................29 Check v7.0 Database Integrity....................................................................................29 Regenerating the Reports Database ...............................................................................30 Appendix I: Upgrading Your SmartPlant 3D Reports Template Files ......................31

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 3

Table of Contents Upgrading to v7.0 Reports..........................................................................................31 Report Changes for v7.0 .............................................................................................32
V6.1 Reports Requiring Upgrade in v7.0 ......................................................................... 32 Common Change .............................................................................................................. 32 Catalog Parts ..................................................................................................................... 33 Diagnostic ......................................................................................................................... 33 Electrical ........................................................................................................................... 34 Hangers and Supports ....................................................................................................... 34 HVAC ............................................................................................................................... 35 Instrumentation ................................................................................................................. 35 Piping ................................................................................................................................ 36 Piping Specifications ........................................................................................................ 37 Structure............................................................................................................................ 37

Appendix II: Upgrading Your SmartPlant 3D Drawings ............................................39 Upgrading Your Snapshot Drawings..........................................................................39 Upgrading Your Customized Drawing Annotation....................................................39 Appendix III: Upgrading Your Tool Schema ..................................................................41

4 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Preface

Preface
This document provides guidelines for upgrading SmartPlant 3D version 6.1 Plant configurations (models and catalogs) to version 2007 Plant configurations. Steps are also included to upgrade Plant configurations that are in a SmartPlant Enterprise integrated environment. Note It is only possible to upgrade a SmartPlant 3D Plant configuration using the same database type. Specifically, it is NOT possible to upgrade a version 6.1 Plant configuration on Microsoft SQL Server database, to a version 2007 Plant configuration on Oracle database.

For a definition of terms used in this guide, refer to the Glossary section in the version 2007 SmartPlant 3D Common Users Guide, available with the Help > Printable Guides command in the software, or to the Help command in the Common task. Send documentation comments or suggestions to PPMdoc@intergraph.com.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 5

Preface

6 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Introduction

Introduction
Upgrading is the process of converting an existing model, with all its associated files and databases, from compatibility with an older version of SmartPlant 3D (SP3D) to compatibility with the next sequential version of the software. The databases you must upgrade include the Site, Site schema, Catalog, Catalog schema and Model databases. The associated files you must upgrade are those that are located in the Symbols share. This set of databases (plus the Reports and Reports schema databases) and files are collectively referred to as the Plant configuration.

Upgrade Overview
There are six major steps in upgrading SP3D data from version 6.1 (v6.1) to version 2007 (v7.0). Step 1. Prepare for the Upgrade This step includes backing up your data, determining the integrity of the databases, and cleaning up the databases as needed. The databases must be in as clean a state as possible prior to upgrading so that errors will be minimized during the process. For more information, see Preparing for the Upgrade, page 10. Step 2. Upgrade your files in the Symbols share This process is a set of manual procedures. For more information, see Upgrading the Symbols Share, page 18. Step 3. Upgrade your databases The software performs this process automatically; however, you can control it using the Database Wizard and the Project Management task. For more information, see Upgrading the Databases, page 21. Step 4. Upgrade your v6.1 reference data After upgrading the databases, your model should have the same functionality as it did in v6.1. However, some new features and fixes in v7.0 may require that you update your reference data to take advantage of them. This step integrates the additions and modifications that are included in v7.0 of the software into your v6.1 reference data. You integrate these additions and modifications based on the delta reference data workbooks that are delivered with v7.0. Because this step may be a lengthy process, you can put it off till later, and go on to the next step. For more information, see Upgrading the Reference Data, page 24. Step 5. Synchronize the Model with the Catalog This step loads the Catalog database changes into the model. For more information, see Synchronizing the Model with the Catalog, page 28. Step 6. Regenerate the Reports database For more information, see Regenerating the Reports Database, page 30.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 7

Introduction

Upgrade Cases
In the course of describing the details of the six major steps, this document will take into consideration four possible upgrade scenarios, or cases, each requiring a slightly different workflow. Before beginning the upgrade process, select the case that applies to your situation and follow the workflow for that case where applicable. Case A. In-place upgrade of entire v6.1 site to v7.0 on one server. This case assumes a full transition of the Site and all of its Plants from v6.1 to v7.0 on the same server, where the v6.1 software will be removed and all databases upgraded in-place. Case B. Moving (relocating) databases and upgrading them on another server. This is common for cases where all Plants and Catalogs associated with the Site are moved and upgraded, or when some of the Plants are moved and upgraded while others in the Site remain in v6.1 on the original server. When Plant configurations from one Site are relocated and upgraded to another server, the shared Symbols folder must also be copied and upgraded to the new server. Case C. Restoring archived databases and upgrading them with only v7.0 software. This case deals with archived backups of v6.1 Plant configurations that are restored in a location where SP3D v6.1 is not available. In addition to the full database backup, a corresponding backup of the shared Symbols folder is required. Case D. Coexistence of v6.1 and v7.0 Plant configurations on one server. This is the most complex case. In general, there can be several Sites on one server, each compatible with a different version of SP3D. In these cases, all Catalog and Plant databases within one SP3D Site must be in the same version. SP3D does not support different versions of Catalogs and Plants within one Site database. Important

In all cases, when one Symbols folder is shared by multiple plant configurations that will be separated during an upgrade process (some Plants are upgraded to v7.0, while other remain in v6.1) the Symbols folder must be copied and upgraded with the upgraded Plant configuration(s).

8 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Introduction

Document Assumptions
The procedures described in this document are based on these assumptions: 1. The Plant configuration and associated files you intend to upgrade must be updated with the latest v6.1 service pack. If you are unsure, please check with your Intergraph support representative. 2. The changes described in the delta workbooks delivered with the v6.1 service packs have been implemented in your workbooks and bulkloaded to the v6.1 Catalog database. 3. All customized files on the Symbols share must have different names than the delivered files they were based on. If the files have not been renamed, they will be overwritten and your customizations lost after the upgrade process is complete. If the file containing your customizations is required to retain the same name as the delivered file on which it was based, contact your Intergraph support representative for assistance on how to upgrade these files. 4. The Plant configuration is standalone. For Plant configurations in a workshare (GWC) environment, the databases must first be consolidated. SP3D v7.0 does not support the upgrade of replicated plant configurations. 5. For Plant configurations in an integrated environment, SmartPlant Foundation databases will need to be upgraded to version 3.8 before upgrading the SP3D databases to version 7.0. 6. All reference files are accessible by the user account performing the upgrade.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 9

Preparing for the Upgrade

Preparing for the Upgrade


Important

Unless otherwise stated, the steps in this section apply to all cases and must be performed BEFORE starting the upgrade process. Unless otherwise stated, you must perform the steps in this section on a Workstation computer on which SP3D v6.1 is installed, as well as the latest v6.1 service pack. To help diagnose any upgrade problems you encounter, move all logs and reports you create in this section to a common location where you can easily access them. If unresolved or unknown errors remain after performing the steps in this section, contact Intergraph support. For Plant configurations in an integrated environment, SmartPlant Foundation databases will need to be upgraded to version 3.8 before upgrading the SP3D databases. For assistance with upgrading SmartPlant Foundation databases, refer to the Version 2007 (3.8) SmartPlant Foundation Installation and Setup Guide, available with the Help > Printable Guides command in the software.

Notes

You will need the following references to complete this section. Unless otherwise stated, these guides are available with the Help > Printable Guides command in the software. The v6.1 and v7.0 SmartPlant 3D Project Management Users Guide. The v6.1 SmartPlant 3D Catalog Users Guide. The utility SP3DTools.exe and its instruction guide SP3DTools.doc, both of which can be found on the SmartPlant 3D customer support website in the SP3DTools link. The v6.1 SmartPlant 3D Common Users Guide. The v6.1 SmartPlant 3D Database Integrity Guide. The v7.0 SmartPlant 3D Troubleshooting Guide. The v7.0 SmartPlant 3D Symbols Reference Data Guide. The v7.0 SmartPlant 3D Reference Data Guide. For Plant configurations in an integrated environment, the Version 2007 (3.8) SmartPlant Foundation Installation and Setup Guide.

10 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Preparing for the Upgrade

Backup the Model and the Symbols Share


1. For data security, use the Backup command in your Project Management task to create a backup of your model. Note

For assistance with the Backup command, refer to the Backing Up and Restoring Data section in the v6.1 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software. For data security, copy your Symbols share to a different location.

2.

Check the Integrity of the Databases


Important

It is recommended that regular checking of the database integrity be made a standard practice.

Verify the Consistency of Piping Specifications


3. Run the Verify Consistency command on your v6.1 Catalog database and resolve any reported discrepancies. The command is available on Tools menu in the Catalog task. Note

For assistance with the Verify Consistency command, refer to the Verify Consistency Between Piping Specification and Catalog Data section in the v6.1 SmartPlant 3D Catalog Users Guide, available with the Help > Printable Guides command in the software.

Determine if Synchronize is Required


4. Install the SP3DTools.exe utility from the Customer Support website. For instructions on how to install and run the utility, refer to SP3DTools.doc that is delivered with the it.. Run SP3DTools.exe. Choose Model DB, enter the Symbols Share, and select Build Symbol List. If symbols are missing, mismatched, or any site proxies are listed as out-ofdate, then perform the steps in the next section, Synchronize the v6.1 Model to the v6.1 Catalog. Otherwise, you can skip to Resolve the v6.1 To Do List, page 12.

5. 6. 7.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 11

Preparing for the Upgrade

Synchronize the v6.1 Model with the v6.1 Catalog


8. Run the Synchronize Model with Catalog command in the Project Management task. Note

For assistance with the Synchronize Model with Catalog command, refer to the Synchronize Model with Catalog section in the v6.1 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

Resolve the v6.1 To Do List


9. Minimize the number of entries found in the To Do List. Notes

For assistance with resolving items in the To Do List, refer to the Correcting Errors section in the v6.1 SmartPlant 3D Common Users Guide and the To Do List Messages section in the v7.0 SmartPlant 3D Troubleshooting Guide, both available with the Help > Printable Guides command in the software. If there are any objects in your model whose configuration status is not set to Working, it is possible that they will appear in the To Do List as a result of the Synchronize process. To resolve non-Working status items so that they not longer appear in the To Do List, it is necessary to change the configuration status of those objects from their non-Working value to Working, and refresh the To Do List. After being removed from the To Do List, the objects can be changed back to their original configuration status. Similarly, all objects assigned to a permission group to which the user performing the Synchronization process has no write access will appear in the To Do List.

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Preparing for the Upgrade

Check v6.1 Database Integrity


10. Perform the procedures to check the integrity of your v6.1 Site, Catalog, and Model databases.

Note

For assistance with checking the integrity of databases, refer to the v6.1 SmartPlant 3D Database Integrity Guide, available with the Help > Printable Guides command in the software.

Verify Reference Files


11. Verify that paths to reference files in the model are correct and that the reference files are at that location. During upgrade, if the software cannot find the reference files in a model, either because the files no longer exist at the specified path or the path is no longer valid, the reference files will be removed from the model. Information about reference files that are removed during upgrade are written to the log file.

Note

For assistance with reference files, refer to the v6.1 SmartPlant 3D Common Users Guide, available with the Help > Printable Guides command in the software.

Backup the Model


12. After cleaning up the databases, use the Backup command in the Project Management task to create a backup your model. Note

For assistance with the Backup command, refer to the Backing Up and Restoring Data section in the v6.1 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

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Preparing for the Upgrade

Prepare the Workstation for the Upgrade


13. Install the v7.0 SP3D client software, including the latest v7.0 Service Pack and latest v7.0 Hot Fix when available, on the client workstation on which you will perform the upgrade process. At a minimum, the following components must be installed on the client workstation: Project Management, Bulkload Reference Data and Server Connectivity. If you are in an integrated environment, install version 3.8 of both SmartPlant Schema and SmartPlant Client.

14.

Note

For assistance installing version 3.8 of SmartPlant Schema and SmartPlant Client, refer to the Version 2007 (3.8) SmartPlant Foundation Installation and Setup Guide, available with the Help > Printable Guides command in the software.

15.

Review the changes made to the delivered symbol files, described in the files located in [Product Folder]\CatalogData\Bulkload\AdditionalDataFiles\Delta61to2007\Sym bol Code Changes v6.1 to v7. If you have custom symbols based on a previous version of the symbols that were changed, you may need to apply the same changes to your symbols files. Whether or not they have been modified, recompile all your customized code (for example, symbols, naming rules, IFC rules, etc.) for v7.0.

16.

Note

For assistance with recompiling code for v7.0, refer to the Creating Part Occurrence Symbols in Visual Basic section in the v7.0 SmartPlant 3D Symbols Reference Data Guide and Naming Rules Reference Data section in the v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software.

17. 18. 19. 20.

Register all your customized code. Or, if you use .cab files, place the .cab files in the shared symbol location instead. Run SP3DTools.exe. Choose Model DB, enter the Symbols Share, and select Build Symbol List. If symbols are missing, register the missing symbols and repeat steps 18-20 until all symbols have been registered.

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Preparing for the Upgrade

Prepare the Server for the Upgrade


Important

The procedures to perform in this section are dependent on the case that applies to your situation. For more details on each case, Upgrade Cases, page 8.

Case A. In-place upgrade of entire v6.1 site to v7.0 on one server. Important

Removing the SP3D Server Data software in the next step will remove all delivered files, including the Symbols folder under the product folder. Consequently, if you used the default Symbols folder location (under the software product folder) rather than a separate location as recommended, you must copy your v6.1 Symbols folder to another temporary location before uninstalling. Uninstall the v6.1 SP3D Server Data software from the server.

21. 22.

Install the v7.0 SP3D Reference Data software, including the latest v7.0 Service Pack and latest Hot Fix when available, on the server.

Case B. Moving (relocating) databases and upgrading them on another server. 21. 22. Install the v7.0 SP3D Reference Data software, including the latest v7.0 Service Pack and latest v7.0 Hot Fix when available, on the new server. Create the new Symbols folder.

Important

Intergraph PPM recommends that you do not create the Symbols folder under the product folder.

23.

Using a v6.1 workstation with Project Management installed, restore the Site and the Plant configurations to the new server.

Important

Use the Restore command in the Project Management task to restore the Plant(s) if they will keep their original names. Use the Restore as Copy command in the Project Management task to restore the Plant(s) if one or more Plants need to be renamed.

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Preparing for the Upgrade Notes

For assistance with the Restore and Restore as Copy commands, refer to the Backing Up and Restoring Data section in the v6.1 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software. After using the Restore as Copy command, use the v6.1 Workstation computer and enter the Drawings and Reports task in each Plant that has been renamed. This will rename the space folder under the Drawing Volumes folder to be the new name of the Plant.

Case C. Restoring archived databases and upgrading them with only v7.0 software. 21. 22. Install the v7.0 SP3D Reference Data software, including the latest v7.0 Service Pack and latest v7.0 Hot Fix when available, on the new server. Create the new Symbols folder.

Important

Intergraph PPM recommends that you do not create the Symbols folder under the product folder.

23.

Using the v7.0 SP3D client installation that includes the Project Management component, restore the Site configuration to the new server.

Notes

For assistance with the Restore command, refer to the Backing Up and Restoring Data section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software. The Restore As Copy command works only when restoring a backup made with the same version of the software used for restoring. If you need to rename the Plants or the Catalog after the upgrade is completed, the Plant can be Restored as Copy with the new name from a backup of the upgraded Plant Configuration.

Case D. Coexistence of v6.1 and v7.0 Plant configurations on one server. 21. Before removing v6.1 Server Data software, backup and copy all files from their installation folder to another location on the server. These files may be necessary if you need to create a new v6.1 Site, Catalog and/or Plant in the future.

16 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Preparing for the Upgrade Important

Removing the SP3D Server Data in the next step will remove all delivered files, including the Symbols folder under the product folder. Consequently, if you used the default Symbols folder location (under the software product folder) rather that a separate location as recommended, copy your v6.1 Symbols folder to another temporary location before uninstalling. Uninstall the v6.1 SP3D Server Data software from the server.

22. 23. 24.

Install the v7.0 SP3D Reference Data software, including the latest v7.0 Service Pack and latest v7.0 Hot Fix when available, on the new server. Using a v6.1 workstation with Project Management installed, either restore the Site from backup with a new name if the upgraded Plant(s) and Catalog will keep the original name, or create a new Site if you intend to use the Restore as Copy command.

Notes

For assistance with the Restore and Restore as Copy commands, refer to the Backing Up and Restoring Data section in the v6.1 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

25.

Using a v6.1 workstation with Project Management installed, restore the Plant(s).

Important

Use the Restore command to restore the Plant(s) to the restored Site if they will keep their original names after ensuring that they are already deleted from the original Site. Use the Restore as Copy command to restore the Plant(s) if one of these two situations apply: One or more Plants need to be renamed. The Catalog must be copied and renamed because it is shared by a Plant which is not upgraded. After using the Restore as Copy command, use the v6.1 Workstation computer and enter the Drawings and Reports task in each Plant that has been renamed. This will rename the space folder under the Drawings Volumes folder to be the new name of the Plant.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 17

Upgrading the Symbols Share

Upgrading the Symbols Share


Notes

Before continuing with the following procedures, ensure that all customized files on the Symbols share have different names than the delivered files on which they were based. If the files have not been renamed, they will be overwritten and your customizations will not be present after the upgrade is complete. If a file containing your customizations needs to retain the same name as the delivered file on which it was based, contact your Intergraph support representative for assistance on how to upgrade this file.

Description of the v7.0 Symbol Share Contents


Symbols\CrossSections contains Symbol2D generated cross-sections for Structure. Symbols\CrossSectionType contains bitmaps referenced by Structure. Symbols\CustomDoc storage for custom documentation. Important Delivered files in this folder cannot be renamed, however, their contents can be modified. Any customizations made to these files can be copied back into the v7.0 files. Symbols\Drawings catalog location for the Drawings and Reports environment. Symbols\DrawingsWrappers contains additional catalog files for the Drawings and Reports environment. Symbols\HangersAndSupports contains bitmaps referenced by Hangers and Supports. Symbols\IsoDrawings output location for Piping Manufacturing environment. Symbols\Labels catalog location for labels. NozzleOrientations contains bitmaps used to display nozzle properties. Symbols\Openings contains bitmaps and Symbol2D generated cross-section for Structures opening command. Symbols\PmfgIsoStyleData catalog information for the various styles used in the Piping Manufacturing environment. Symbols\Reports catalog location for reports. Symbols\ShapeTypes contains bitmaps and xml definition of Shapes. Symbols\SketchCrossSections additional bitmaps referenced by Structure. Symbols\SmartPlantStructure additional bitmaps referenced by Structure. Symbols\SolidEdgeParts contains Solid Edge par and asm files for equipment. Symbols\SpaceSections contains bitmaps referenced by Space Management. Symbols\SymbolIcons contains bitmaps referenced by route.

18 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Upgrading the Symbols Share Symbols\Xml contains files used by SP3D to work with SmartPlant integrated environment.

Upgrade Procedure for the Symbols Share


Important

The procedures to perform in this section are dependent on the case that applies to your situation. For more details on each case, refer to Upgrade Cases, page 8. In the steps that follow, the contents of the v7.0 Symbols share will be copied onto the contents of your v6.1 Symbols share. However, for Plant configurations in an integrated environment, DO NOT copy the contents of the v7.0 Symbols\Xml folder onto the contents of your v6.1 Symbols share.

Cases B and C. 1. Copy the contents of your existing v6.1 Symbols share to its location on the new server.

Cases A, B, C, and D. 2. Copy the contents of the delivered v7.0 Symbols share over your Plants v6.1 Symbols share. DO overwrite files with the same name, after ensuring you have renamed the v6.1 files that you have customized. Important

The files in the v6.1 Symbols\Xml folder will be modified later in the upgrade process. If the v6.1 files are overwritten with the v7.0 files, the upgrade will fail for Plant configurations in an integrated environment.

Note

The Symbols folder cannot be shared by Plants using different versions of SP3D. Therefore, where applicable in Case A or Case B, the upgraded Plant configuration must use its own copy of the Symbols folder, while the original Symbols folder stays in v6.1.

3.

For plant configurations in an integrated environment, ensure that the files in the Symbols\Xml folder are not Read-only.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 19

Upgrading the Symbols Share 4. If you have any customized report template files that were based on a delivered template file, you may need to modify this file to incorporate Intergraphs fixes and enhancements. Refer to Appendix I: Upgrading Your SmartPlant 3D Reports Template Files, page 31, to see if the delivered template file was modified. If so, do one of the following: Implement Intergraphs v7.0 changes into your v6.1 customized file. OR Repeat the customizations you made in v6.1 in the new v7.0 template file. 5. If you have any other customized Symbols share files for example, symbol files or bitmaps it is possible that they may not work in v7.0 if they were based on a file that has been modified by Intergraph. For assistance with these files, contact your Intergraph support representative.

20 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Upgrading the Databases

Upgrading the Databases


Important

The procedures to perform in this section are dependent on the case that applies to your situation. For more details on each case, refer to Upgrade Cases, page 8.

Notes

You will need the following references to complete the steps in this section. The v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software. The v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software. For Plant configurations in an integrated environment, the Version 2007 (3.8) SmartPlant Foundation Installation and Setup Guide.

Cases A, B, and D. 1. Using the v7.0 client workstation that includes the Project Management component, upgrade the Site and Site schema databases. Note

For assistance with this step, refer to the Upgrade the Site and Site Schema Databases section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

2.

Using the v7.0 client workstation that includes the Project Management component, upgrade the Catalog and Catalog schema databases. Note

For assistance with this step, refer to the Upgrade the Catalog and Catalog Schema Databases section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

3.

For Plant configurations in an integrated environment, run the Generate Design Basis command on the v7.0 client workstation that includes the Project Management component.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 21

Upgrading the Databases Note

For assistance with this step, refer to the Generate Design Basis Command section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

4.

Using the v7.0 client workstation that includes the Project Management component, upgrade the Model database. Note

For assistance with this step, refer to the Upgrade the Model Database section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

Case C. Restoring archived databases and upgrading them with only v7.0 software. 1. Using the v7.0 client workstation that includes the Project Management component, upgrade the Site and Site Schema databases. Note

For assistance with this step, refer to the Upgrade the Site and Site Schema Databases section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

2.

Using the v7.0 client workstation, restore the Plant with Catalog in the upgraded Site on the new server. Note

For assistance with the Restore command, refer to the Backing Up and Restoring Data section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

3.

Using the v7.0 client workstation that includes the Project Management component, upgrade the Catalog and Catalog schema databases. Note

For assistance with this step, refer to the Upgrade the Catalog and Catalog Schema Databases section in the v7.0 SmartPlant 3D Project

22 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Upgrading the Databases Management Users Guide, available with the Help > Printable Guides command in the software. 4. For Plant configurations in an integrated environment, run the Generate Design Basis command on the v7.0 client workstation that includes the Project Management component. Note

For assistance with this step, refer to the Generate Design Basis Command section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

5.

Using the v7.0 client workstation on which the Project Management component is installed, upgrade the Model database. Note

For assistance with this step, refer to the Upgrade the Model Database section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 23

Upgrading the Reference Data

Upgrading the Reference Data


Important

Prior to performing the procedures in this section, use the Backup command in the Project Management task to create a backup of your upgraded Plant. For assistance with the Backup command, refer to the Backing Up and Restoring Data section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

Notes

You will need the following references to complete the steps in this section. The v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software. The v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software. The v7.0 SmartPlant 3D Symbols Reference Data Guide, available with the Help > Printable Guides command in the software.

Overview
In SmartPlant 3D v7.0, numerous changes have been made to the reference data. These changes, which include enhancements as well as fixes to the data or software, are incorporated into the reference data workbooks delivered with the product. The changes are also reflected in the database seed templates provided by Intergraph. Notes

The reference data workbooks can be found in the folder [Product Folder]\CatalogData\Bulkload\Datafiles. For more information about the reference data delivered with the software, refer to the Understanding Reference Data section in the v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software.

Intergraph also supplies delta workbooks that allow you to incorporate these additional reference data changes into your Catalog database that was upgraded from v6.1 to v7.0. These delta workbooks are located in directory [Product Folder]\CatalogData\BulkLoad\AdditionalDataFiles\Delta61to2007. Go to the Incorporate the v7.0 Reference Data Changes, page 25, for more information on this.

24 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Upgrading the Reference Data

Incorporate the v7.0 Reference Data Changes


Bulkload Changes to Non-Customized Catalogs
Important

The folder [Product Folder]\CatalogData\Bulkload\AdditionalDataFiles\Delta61t o2007 contains the workbooks used to upgrade the delivered example v6.1 reference data to v7.0. To assist users in determining the order to bulkload these files, the following naming convention for these files is used:

<Bulkload Order>_<Bulkload Mode>_Delta_<Source Version>_<Target Version>_ <Original Filename> The components in the name are described below: Bulkload Order Files with a Bulkload Order of 1 should be bulkloaded first in one bulkload operation; files with a Bulkload Order of 2 should be bulkloaded next in a second bulkload operation, etc. Note: Do not combine workbooks with a different Bulkload Order in the same bulkload operation. Bulkload Mode Refers to the Mode to check on the bulkload form. A - Append to existing catalog AMD - Add, Modify or Delete records in existing catalog DR - Delete and Replace records in existing catalog Source Version The version that is being upgraded. The delta bulkload spreadsheet may not work if the version loaded on the workstation does not match the version in the name. Target Version The version that the Plant will attain at the end of the upgrade process. Original Filename The name of the v6.1 workbook that the delta workbook is based upon. Bulkload in the correct order the delta workbooks in the folder 1. [Product Folder]\CatalogData\Bulkload\AdditionalDataFiles\Delta61to2007. 2. Bulkload in the correct order the delta workbooks in the subfolders under [Product Folder]\CatalogData\Bulkload\AdditionalDataFiles\Delta2007SP.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 25

Upgrading the Reference Data

Bulkload Changes to Customized Catalogs


1. Use the v7.0 client workstation and run the Excel Migration Tool to convert your customized v6.1 reference data workbooks to v7.0 format. Note

For assistance with the Excel Migration Tool, refer to the Using the Excel Migration Tool section in the v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software.

2.

Decide what reference data changes you want to incorporate from the delivered delta workbooks using the next set of procedures: 2.1. Open the spreadsheet file ReferenceDataChangesV6.1toV7.0.xls located in the Upgrade folder of the product CD. 2.2. 2.3. Select the sheet in the file that corresponds to the discipline in which you are interested in. Review the descriptions for each item on the sheet in Description column. Highlight those items that you want to incorporate into your reference data. For each item highlighted, the Workbook/Sheet column identifies the particular delta workbook that contains an example of the changes needed for a particular part class sheet. The Applicable Workbooks / Example Workbooks column indicates other reference data workbooks that contain further changes made for this item, such as piping specification rules data or code list values. If an example workbook is referenced in this column, refer to the Instruction sheet in this example workbook for a description of the change and how it needs to be implemented. The example workbooks are located in the folder [Product Folder]\CatalogData\BulkLoad\AdditionalDataFiles\Delta61to2007\Exam pleWorkbooksPerFeature.

2.4.

3.

For each of the items you highlight, make changes, as indicated on both the specification data and the class sheets, in your upgraded workbooks or create your own set of delta workbooks. Note

For clarity, we recommend your own delta workbooks follow a similar naming convention as that of the delivered delta workbooks on which they were based. Refer to the section Bulkload Changes to Non-

26 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Upgrading the Reference Data Customized Catalogs, page 25, for an explanation of the naming convention of the delivered delta workbooks. Important

The delta workbooks themselves cannot be used by the Bulk Load Utility to modify your customized reference data, as they are keyed out specifically for the sample SP3D Reference Data provided by Intergraph. You must instead modify your own reference data workbooks, using the delivered delta workbooks as an example.

4.

Modify your own workbooks with the changes that are delivered in the respective v7.0 Service Packs, if any. These changes are documented in the workbooks in the folder [Product Folder]\CatalogData\Bulkload\DataFiles. Using the v7.0 client workstation on which the Bulkload Reference Data component is installed, bulkload the edited workbooks to the upgraded Catalog. Note

5.

For more information on how to bulkload files to the Catalog database, refer to the v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software.

Upgrade Drawings and Reports Files


1. If you have created custom reports based on any of the delivered report templates, review Appendix I: Upgrading Your SmartPlant 3D Reports Template Files, page 31, for changes made to the delivered report templates. Incorporate these changes into your own custom reports, if necessary. Review Appendix II: Upgrading Your SmartPlant 3D Drawings, page 39, for steps to upgrade your drawings and drawing view styles.

2.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 27

Synchronizing the Model with the Catalog

Synchronizing the Model with the Catalog


Important

Prior to performing the procedures in this section, use the Backup command in the Project Management task to create a backup of your upgraded Plant. For assistance with the Backup command, refer to the Backing Up and Restoring Data section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

Notes

You will need the following references to complete the steps in this section: The v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

The v7.0 SmartPlant 3D Database Integrity Guide, available with the Help > Printable Guides command in the software. The v7.0 SmartPlant 3D Troubleshooting Guide, available with the Help > Printable Guides command in the software.

Synchronize the v7.0 Model with the v7.0 Catalog


1. Run the Synchronize Model with Catalog command in the Project Management task. Notes

For assistance with the Synchronize Model with Catalog command, refer to the Synchronize Model with Catalog section in the v7.0 SmartPlant 3D Project Management Users Guide. You can access this guide using the Help > Printable Guides command in the software.

Important

All v6.1 custom code used the in model must be recompiled and registered on the v7.0 client machine where the Synchronize Model with Catalog command is performed. For more information, refer to Prepare the Workstation for the Upgrade, page 14.

28 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Synchronizing the Model with the Catalog

Resolve the v7.0 To Do List


2. Minimize the number of entries found in the To Do List. Notes

For assistance with resolving items in the To Do List, refer to the To Do List Messages section in the v7.0 SmartPlant 3D Troubleshooting Guide. You can access this guide using the Help > Printable Guide command in the software. If there are any objects in your model whose configuration status is not set to Working, it is possible that they will appear in the To Do List as a result of the Synchronize process. To resolve non-Working status items so that they not longer appear in the To Do List, it is necessary to change the configuration status of those objects from their non-Working value to Working, and refresh the To Do List. After their removal from the To Do List, the objects can be changed back to their original configuration status. Similarly, all objects assigned to a permission group in which the user executing Synchronization has no write access will appear in the To Do List.

Check v7.0 Database Integrity


3. Perform the procedures to check the integrity of your v7.0 Site, Catalog, and Model databases. Note

For assistance with checking the integrity of databases, refer to the v7.0 SmartPlant 3D Database Integrity Guide, available with the Help > Printable Guides command in the software.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 29

Regenerating the Reports Database

Regenerating the Reports Database


1. For Plant configurations in an integrated environment, run the View Generator on the Model database. The View Generator (ViewGenerator.exe) is delivered to [Product Folder]\Core\Tools\Administrator\Bin. On the v7.0 client workstation, run the Regenerate Reports Database command in the Project Management task. Note

2.

For assistance with the Regenerate Reports Database command, refer to the Regenerate Reports Database section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

3.

For Plant configurations in an integrated environment, review Appendix III: Upgrading Your Tool Schema, page 41, for the steps to complete the upgrade.

30 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files


This section describes the changes made in certain v6.1 report files delivered with v7.0. The modified version of these files is provided with the v7.0 software. The section in this document entitled Upgrade Procedure for the Symbols Share, page 19, provides the steps to upgrade your Symbols share to get these files. While most v6.1 reports will run in v7.0, there have been fixes and enhancements made to some of the v7.0 report files. If you have customized any of the v6.1 report files listed in the following sections, you may either make the same modifications in your own customized files or repeat the same customizations in the v7.0 delivered template files.

Upgrading to v7.0 Reports


In order to incorporate the changes made to v6.1 reports in v7.0, follow these steps. 1. Copy the modified/new report templates from the products Symbols folder to your Symbols share, or merge the changes made, as described in this Appendix, with your existing customized files. Bulkload the 1_AMD_Delta_61_70_Reports.xls workbook if using the delivered reports templates, or make similar changes to your customized reports workbook, and bulkload it. Notes

2.

The workbook can be found in the folder [Product Folder]\CatalogData\Bulkload\AdditionalDataFiles\Delta61to2007. For more information on how to bulkload files to the Catalog database, refer to the v7.0 SmartPlant 3D Reference Data Guide, available with the Help > Printable Guides command in the software.

3.

The new reports in v7.0 use filters that are predefined in a Catalog created in v7.0 but do not exist in previous versions of the software. To get the new reports to run, copy the new set of Default Filters delivered with the v7.0 Catalog database to your upgraded database by performing the following steps: 3.1. Using the Project Management task on the v7.0 client workstation, create a new Site and Catalog using the database template files delivered with the software.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 31

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files Note

For more information on how to create new Site and Catalog databases, refer to the Create the Site, Catalog, and Schema Databases section of the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

3.2.

Enter the upgraded plant using the v7.0 client workstation. From the Catalog task, select the Copy Filters from Catalog command from the Tools menu and copy the delivered Catalog filters from the new v7.0 Catalog to your upgraded Catalog.

Note

For more information on the Copy Filters command, refer to the Copying Filters Between Catalogs section of the v7.0 SmartPlant 3D Catalog Users Guide, available with the Help > Printable Guides command in the software.

Report Changes for v7.0


V6.1 Reports Requiring Upgrade in v7.0
The following v6.1 reports do not execute in v7.0:

Diagnostic Engineering Framework To Do List Diagnostic P&ID Non-Correlated Objects CableTray Material Take-Off

For these reports to work, you must use the new Symbols share files delivered with v7.0. See below for the changes made to these report files.

Common Change
Every report query that uses a filter has been updated to use the full filter path. V6.1 reports will continue to work using the first filter found with the simple name (no change in existing v6.1 functionality).

32 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Catalog Parts
These reports were first delivered in a v6.1 Service Pack. In v7.0, changes were made to the query prompts of all of these reports. See the report .rqp files for differences. The last date in the prompted range now defaults to today's date. Also, the list of specs required for the report are now selected from a more user friendly multi-select pick list instead of the old comma separated list.

Diagnostic
Diagnostic Clean Database Issues
The use of a filter has been removed. The report retrieves the integrity records of the plant.

Diagnostic Engineering Framework To Do List


Important

The v6.1 report will not run in v7.0. The report files on the Symbols share must be copied over the existing v6.1 files.

The Oracle version of the query was modified. In the where clause, eobd1.name != '' failed for Oracle. It was changed to eobd1.name IS NOT NULL.

Diagnostic P&ID Non-Correlated Objects


Important

The v6.1 report will not run in v7.0. The report files on the Symbols share must be copied over the existing v6.1 files.

The Oracle version of the query was modified. In the where clause, eobd1.name != '' failed for Oracle. It was changed to eobd1.name IS NOT NULL.

Diagnostic To Do List Entries Grouped by Description and Discipline


This is a new v7.0 report.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 33

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Diagnostic User Access Rights


The v7.0 version of this report includes a new column called Folder that displays the path to each permission group in the report. This property is dependent on the label Full Permission Group Path that uses new v7.0 functionality to create a concatenated list of the complete hierarchical path.

Electrical
CableTray Material Take-Off
Important

The v6.1 report will not run in v7.0. The report files on the Symbols share must be copied over the existing v6.1 files.

The filter and the query were modified to report on cable trays and components to more accurately reflect the name of the report. This is inverted from v6.1. In v6.1, the filter was based on cableways with the query navigating down to the parts.

Hangers and Supports


Hangers and Supports End View - Drawing
This report is new with v7.0. It is used in Hanger and Support drawings to output the run name and route name of the pipe parts being supported.

Hangers and Supports for Supported Route - Drawing


A filter was added to the query to support running outside of the Drawings task.

Hangers and Supports for Supporting Structure - Drawing


A filter was added to the query to support running outside of the Drawings task.

Hangers and Supports ISO View - Drawing


This report is new with v7.0. It is used in Hanger and Support drawings to output a BOM report of hanger parts.

34 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Hangers and Supports Side View - Drawing


This report is new with v7.0. It is used in Hanger and Support drawings to output the run name and route name of the pipe parts being supported.

HVAC
HVAC Material Take-Off
Changes were made in several queries to include parts and specs that are new in v7.0. Though the v6.1 report will function in v7.0, it will not report on these new parts.

Instrumentation
Instrumentation Control Valves Sorted by Name
To improve performance, the v7.0 report was rewritten to use a new VB query interpreter, SP3DRuntimeQuery.CFilterAndDelegate. The v6.1 report will continue to execute and, if no performance problems are evident, the changes do not need to be made to it.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 35

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Piping
Piping Fittings and Welds Sorted by NPD Piping Fittings Material Take-Off Sorted by Name and Project Piping Insulated Pipe Sorted by Insulation Class Piping Nipple Spools Sorted by NPD Piping Pipe Line List Piping Valves Material Take-Off Sorted by Name Piping Valves Sorted by NPD
To improve performance, the v7.0 reports listed above were rewritten to use a new VB query interpreter, SP3DRuntimeQuery.CFilterAndDelegate. The v6.1 reports will continue to execute and, if no performance problems are evident, the changes do not need to be made to them.

Piping Pipe Material Take_Off Sorted by Name and Project Piping Pipelines Sorted by Name Piping Tie Points Sorted by Name
To improve performance, the v7.0 reports listed above were rewritten to use returned properties. They still use the default query interpreter. The v6.1 reports will continue to execute and, if no performance problems are evident, the changes do not need to be made to them.

36 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Piping Materials Class


A new label, Piping Component NPD, has been added that allows users to vary the units of measure of the NPD. Prior to v7.0, users were forced to either accept the database units or to use a SQL function to convert them.

Piping Specifications
Piping Materials Class
This report is new with v7.0. It is an example of a multi-sheet report. There are over thirty queries for this report, each supplying data for a separate sheet in the workbook. The report is a fairly complete output of a Piping Materials Class in a mult-sheet format similar to a bulkload workbook.

Structure
Structure Curve Member Itemized Material Take-Off Structure Curve Member Itemized Material Take-Off by Unit Weight Structure Handrails Detailed Properties Structure Handrails General Properties Structure Ladders Detailed Properties Structure Ladders General Properties Structure Stairs Detailed Properties Structure Stairs General Properties
The reports listed above are new with v7.0.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 37

Appendix I: Upgrading Your SmartPlant 3D Reports Template Files

Structure Member Summarized Material Take-Off by Unit Weight


In v6.1, this report was named Structure Linear Member Summarized Material Take-Off by Unit Weight. The output for the v7.0 report includes curved members.

38 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix II: Upgrading Your SmartPlant 3D Drawings

Appendix II: Upgrading Your SmartPlant 3D Drawings


This section describes the process to upgrade your snapshot drawings and your customized drawing annotation to take advantage of fixes and new features in v7.0.

Upgrading Your Snapshot Drawings


In v7.0, Drawings has introduced a new feature called Composed Drawings. This new feature supersedes the Snapshot drawing component available in previous versions of the software. While snapshot drawings created in previous versions of SP3D (also referred to as legacy snapshot drawings) can be viewed in v7.0, they cannot take advantage of the new functionality provided by the Composed Drawing feature. SP3D provides a command, called Convert Legacy Snapshots, that makes older snapshot drawings compatible with new composed drawings. If you have legacy snapshot drawings in your upgraded model, they will appear with a yellow icon . To upgrade these drawings, follow these steps. 1. 2. In the Drawings and Reports task, select Convert Legacy Snapshots from the Tools menu. On the Convert Legacy Snapshots dialog box, the Drawings and Reports hierarchy is displayed. Select either a single node in the hierarchy (to convert all legacy snapshot drawings within that node) or a single legacy snapshot drawing. Select OK on the Convert Legacy Snapshots dialog box.

3.

Upgrading Your Customized Drawing Annotation


Fixes and enhancements have been made to the delivered v7.0 dimension and label template files that are in the Symbols share. The section in this document entitled Upgrade Procedure for the Symbols Share, page 19, provides the steps to upgrade your Symbols share to get these files. The delivered v7.0 dimension template files are located on the Symbols share in the folder Symbols\Drawings\Catalog\Dimensions\Templates. The delivered v7.0 label template files are located on the Symbols share in the folder Symbols\Drawings\Catalog\Labels\Templates.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 39

Appendix II: Upgrading Your SmartPlant 3D Drawings 1. If you have customized any of the v6.1 dimension or label template files, you can either incorporate the v7.0 fixes and enhancements in your own customized files or repeat the same customizations in the v7.0 delivered template files. Some of the new view styles in v7.0 use filters that are predefined in a Catalog created in v7.0 but do not exist in previous versions of the software. To get the new view styles to work properly, copy the new set of Default Filters delivered with the v7.0 Catalog database to your upgraded database by performing the following steps: Using the Project Management task on the v7.0 client 2.1. workstation, create a new Site and Catalog using the database template files delivered with the software. Note

2.

For more information on how to create new Site and Catalog databases, refer to the Create the Site, Catalog, and Schema Databases section of the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

2.2.

Enter the upgraded plant using the v7.0 client workstation. From the Catalog task, select the Copy Filters from Catalog command from the Tools menu and copy the delivered Catalog filters from the new v7.0 Catalog to your upgraded Catalog.

Note

For more information on the Copy Filters command, refer to the Copying Filters Between Catalogs section of the v7.0 SmartPlant 3D Catalog Users Guide, available with the Help > Printable Guides command in the software.

40 SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007)

Appendix III: Upgrading Your Tool Schema

Appendix III: Upgrading Your Tool Schema


This section describes the process to upgrade your Tool Schema files on the Symbols share if you are in an integrated environment. 1. Run the SmartPlant > Upgrade Schema command from the Project Management task. Note

For assistance with the Upgrade Schema command, refer to the Upgrade Schema Command section in the v7.0 SmartPlant 3D Project Management Users Guide, available with the Help > Printable Guides command in the software.

2.

If you have not modified the file [Symbols Share]\XML\SP3DToEFWClassMap.xml that is delivered with v6.1, overwrite this file with the same named file that is delivered in the v7.0 Symbols share. If you have modified the file [Symbols Share]\XML\SP3DToEFWClassMap.xml that is delivered with v6.1, perform the following steps: a. b. Make a backup copy of the v6.1 file. Compare the Sp3DtoEFWClassMap.xml file delivered with SP3D 6.1 with the SP3DtoEFWClassMap.xml file delivered with SP3D 7.0, and get comparison results (i.e., additions, deletions, etc.) between the two files. Update your modified v6.1 Sp3DtoEFWClassMap.xml with changes noted in the previous step.

3.

c.

SmartPlant 3D Upgrade Guide (Version 6.1 to Version 2007) 41