SP3D Drawings and Reports Tutorial: Publishing to SPF

Session 7: Publishing to SPF

Objective:
By the end of this session, you will be able to:

• Publish a document to SPF by using the Publish command.

Prerequisite Sessions:
• SP3D Overview
• Drawings: An Overview
• Creating a Volume Drawing
• Creating a Composed Drawing

Overview:

When you work in an integrated environment with SmartPlant Enterprise, you publish
documents containing the drawing data before the authoring tools can share this information.
You need to publish documents and associated data for:

• Exchanging data with other tools

• Sharing common data between tools
• Providing enterprise-wide accessibility to published documents
• Managing changes such as workflow history, document revisions, and title block
information

You can publish your documents within the Drawings and Reports task by using the Publish
command. This command is available for the following document types:

• 3D model data (SmartPlant Review file type)

• Orthographic drawings (viewable files with links to data)
• Piping isometric drawings (a viewable file with links to data)
• Reports (a viewable file with links to data)

In an integrated environment, you publish data to SmartPlant Foundation (SPF). SPF acts as a
central repository for data and a medium through which information is shared among other
tools, such as SmartPlant Instrumentation, SmartPlant P&ID, and SP3D.

This session will cover the procedure for publishing orthographic drawings to SPF.

Steps for Publishing Orthographic Drawings to SPF:

Publish the orthographic drawing document, Piping Plan-1-0001, of the Piping Plan component
to SPF by using the Publish command. The drawing document, after publishing to SPF, should
resemble the highlighted section in Figure 1.

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Figure 1: Published Orthographic Document

Before beginning the procedure:

• Your plant must be registered with SPF. Registration is done by using the
SmartPlant > Register… command in the Project Management environment.

• Make sure that you are in the Drawings and Reports task.

You can see the Piping Plan component under the Management Console and the
associated orthographic drawing document, Piping Plan-1-0001, under the Name
column, as shown in Figure 2.

Figure 2: Piping Plan Volume Component in the Management Console

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

The Piping Plan component is created in the Drawings and Reports task with a specific
template. The template, with its associated view styles, defines the contents of the
component documents when they are created. SP3D generates a Shape2D document,
which is saved as an SHA file in the model database. The document shown in the
Management Console, in Figure 2, is simply a placeholder for all of these files. You set
this file type as an output file for the Piping Plan component and save the file as a
Shape2D file in the database for publishing.

1. Right-click the orthographic document, Piping Plan-1-0001, and click the

Properties… option, as shown in Figure 3, to open the Properties dialog box.

Figure 3: Properties… Option

2. The Properties dialog box appears. Select the following specifications on the WBS
tab in the Properties dialog box, as shown in Figure 4, and click OK:

Document Type: Piping Plan

Document Style: Ortho
Discipline: Piping
Allow Publish: Yes

Figure 4: Properties Dialog Box

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Notes:
• We are editing the properties of an orthographic drawing; therefore, a list of
disciplines will be available, for example, Civil, Electrical, Piping, or
Structure.

• The WBS tab in the Properties dialog box is available only if you are
connected with the TEF and Project Management environments.
3. Revise the document before publishing. This reserves the revision number of a
document locally and saves the number to the database with the Major and Minor
sets, depending on the revision scheme.

Right-click the drawing document, Piping Plan-1-0001, and click the Revise…
option, as shown in Figure 5, to revise the document.

Figure 5: Revise… Option

4. The Revise dialog box appears, as shown in Figure 6. Specify the revision scheme
and the next available major revision number for the document to revise it locally,
without publishing the new information. Select the following specifications and
click OK:

Revision Scheme: Rev01A

Revise in Tool Major: First
Reserve Revisions in Foundation Starting Minor: First

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Figure 6: Revise Dialog Box

Tips:
• If you have selected a new document or a document for which no revision
scheme has been selected, choose the revision scheme to be applied from the
list of available options. If you have selected a document with a defined
revision scheme, that scheme is displayed here in a read-only format.

• If you do not want to revise the document or if you want to reserve revision
numbers without revising the document, leave the Major option empty.

5. The system confirms the completion of the revision operations, as shown in Figure
7. Click OK.

Figure 7: Revision Completion Confirmation

6. After generating a revision number for the document, you need to update the out-
of-date document before publishing. Right-click the document and click the Update
Now option, as shown in Figure 8, to update the document.

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Figure 8: Update Now Option

7. The revised and updated document is ready to be published. Right-click the

document and then click the Publish… option.

Figure 9: Publish… Option

8. The Publish dialog box shows the configuration and identification details that you
specified while revising the document. Click OK to accept these specifications.

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Figure 10: Publish Dialog Box

Note:
• This is a good opportunity to select a workflow in the Publish dialog box,
through which the document will be processed further. Workflows in SPF
are an important part of the process. For example, a workflow may send this
published document to several people through e-mail for review.

9. When the publishing process is successful, the system displays a confirmation

message, as shown in Figure 11. Click Close in the message box.

Figure 11: Publish Completion Confirmation

SP3D receives notification when publishing is complete. The software stores the
orthographic drawing file in the appropriate location and loads the data into the
database. The file can then be retrieved as published data by other authoring tools.

10. You can open SmartPlant Foundation Desktop Client on your computer to access
the SPF. The orthographic document, Piping Plan-1-0001, you published appears in
SPF, as shown in Figure 12.

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 SP3D Drawings and Reports Tutorial: Publishing to SPF

Figure 12: Document Published to SPF

For more information related to publishing to SPF, refer to the Publishing Documents: An
Overview topic of the user guide [Link].

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