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SmartPlant Foundation Desktop Client

User's Guide

Version 2018 (7.0)

September 2017

SmartPlant Foundation Desktop Client User's Guide 2

Including software, documentation, 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 from

Hexagon AB.

U.S. Government 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Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the

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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Unpublished - rights reserved under the copyright laws of the United States.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

305 Intergraph Way

Madison, AL 35758

Documentation

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Administrator's Guides, Customization Guides, Programmer's Guides, Configuration Guides and Help Guides delivered with a

particular software product.

Other Documentation

Other Documentation shall mean, whether in electronic or printed form and delivered with software or on Intergraph Smart Support,

SharePoint, or box.net, any documentation related to work processes, workflows, and best practices that is provided by Intergraph

as guidance for using a software product.

a. Use of a software product and Documentation is subject to the Software License Agreement ("SLA") delivered with the software

product unless the Licensee has a valid signed license for this software product with Intergraph Corporation. If the Licensee has

a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and

govern the use of this software product and Documentation. Subject to the terms contained within the applicable license

agreement, Intergraph Corporation gives Licensee permission to print a reasonable number of copies of the Documentation as

defined in the applicable license agreement and delivered with the software product for Licensee's internal, non-commercial

use. The Documentation may not be printed for resale or redistribution.

b. For use of Documentation or Other Documentation where end user does not receive a SLA or does not have a valid license

agreement with Intergraph, Intergraph grants the Licensee a non-exclusive license to use the Documentation or Other

Documentation for Licensee’s internal non-commercial use. Intergraph Corporation gives Licensee permission to print a

reasonable number of copies of Other Documentation for Licensee’s internal, non-commercial use. The Other Documentation

may not be printed for resale or redistribution. This license contained in this subsection b) may be terminated at any time and

for any reason by Intergraph Corporation by giving written notice to Licensee.

Disclaimer of Warranties

Except for any express warranties as may be stated in the SLA or separate license or separate terms and conditions, Intergraph

Corporation disclaims any and all express or implied warranties including, but not limited to the implied warranties of merchantability

and fitness for a particular purpose and nothing stated in, or implied by, this document or its contents shall be considered or deemed

a modification or amendment of such disclaimer. 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, Documentation and Other Documentation discussed in this document are furnished under a license and may be used

or copied only in accordance with the terms of this license. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL

EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.

SmartPlant Foundation Desktop Client User's Guide 3

Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data.

Users should verify for themselves that the data is accurate and suitable for their project work.

Limitation of Damages

IN NO EVENT WILL INTERGRAPH CORPORATION BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL INCIDENTAL,

SPECIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF USE OR PRODUCTION, LOSS OF

REVENUE OR PROFIT, LOSS OF DATA, OR CLAIMS OF THIRD PARTIES, EVEN IF INTERGRAPH CORPORATION HAS BEEN

ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

UNDER NO CIRCUMSTANCES SHALL INTERGRAPH CORPORATION’S LIABILITY EXCEED THE AMOUNT THAT

INTERGRAPH CORPORATION HAS BEEN PAID BY LICENSEE UNDER THIS AGREEMENT AT THE TIME THE CLAIM IS

MADE. EXCEPT WHERE PROHIBITED BY APPLICABLE LAW, NO CLAIM, REGARDLESS OF FORM, ARISING OUT OF OR IN

CONNECTION WITH THE SUBJECT MATTER OF THIS DOCUMENT MAY BE BROUGHT BY LICENSEE MORE THAN TWO (2)

YEARS AFTER THE EVENT GIVING RISE TO THE CAUSE OF ACTION HAS OCCURRED.

IF UNDER THE LAW RULED APPLICABLE ANY PART OF THIS SECTION IS INVALID, THEN INTERGRAPH LIMITS ITS

LIABILITY TO THE MAXIMUM EXTENT ALLOWED BY SAID LAW.

Export Controls

Intergraph Corporation’s commercial-off-the-shelf software products, customized software and/or third-party software, including any

technical data related thereto (“Technical Data”), obtained from Intergraph Corporation, its subsidiaries or distributors, is subject to

the export control laws and regulations of the United States of America. Diversion contrary to U.S. law is prohibited. To the extent

prohibited by United States or other applicable laws, Intergraph Corporation software products, customized software, Technical Data,

and/or third-party software, or any derivatives thereof, obtained from Intergraph Corporation, its subsidiaries or distributors must not

be exported or re-exported, directly or indirectly (including via remote access) under the following circumstances:

a. To Cuba, Iran, North Korea, the Crimean region of Ukraine, or Syria, or any national of these countries or territories.

b. To any person or entity listed on any United States government denial list, including, but not limited to, the United States

Department of Commerce Denied Persons, Entities, and Unverified Lists, the United States Department of Treasury Specially

Designated Nationals List, and the United States Department of State Debarred List

(https://build.export.gov/main/ecr/eg_main_023148).

c. To any entity when Customer knows, or has reason to know, the end use of the software product, customized software,

Technical Data and/or third-party software obtained from Intergraph Corporation, its subsidiaries or distributors is related to the

design, development, production, or use of missiles, chemical, biological, or nuclear weapons, or other un-safeguarded or

sensitive nuclear uses.

d. To any entity when Customer knows, or has reason to know, that an illegal reshipment will take place.

e. Any questions regarding export/re-export of relevant Intergraph Corporation software product, customized software, Technical

Data and/or third-party software obtained from Intergraph Corporation, its subsidiaries or distributors, should be addressed to

PPM’s Export Compliance Department, 305 Intergraph Way, Madison, Alabama 35758 USA or at

exportcompliance@intergraph.com. Customer shall hold harmless and indemnify PPM and Hexagon Group Company for any

causes of action, claims, costs, expenses and/or damages resulting to PPM or Hexagon Group Company from a breach by

Customer.

Trademarks

Intergraph

, the Intergraph logo, Intergraph Smart

, SmartPlant

, SmartMarine, SmartSketch

, SmartPlant Cloud

, PDS

FrameWorks

, I-Route, I-Export, ISOGEN

, SPOOLGEN, SupportManager

, SupportModeler

, SAPPHIRE

, TANK, PV Elite

CADWorx

, CADWorx DraftPro

, GTSTRUDL

, and CAESAR II

are trademarks or registered trademarks of Intergraph Corporation

or its affiliates, parents, subsidiaries. Hexagon and the Hexagon logo are registered trademarks of Hexagon AB or its subsidiaries.

Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley

Systems, Inc. Other brands and product names are trademarks of their respective owners.

SmartPlant Foundation Desktop Client User's Guide 4

Contents

Preface ........................................................................................................................................................ 15

SmartPlant Foundation Product Documentation .................................................................................. 15

Welcome to SmartPlant Foundation Desktop Client ............................................................................. 21

Using the SmartPlant Foundation Desktop Client ................................................................................ 21

SmartPlant Foundation Basics ................................................................................................................ 22

Setting the active scope ........................................................................................................................ 22

Set your active scope ..................................................................................................................... 24

Set the active configuration by role ................................................................................................ 25

Set the active scope using the shortcut menu ............................................................................... 26

Get to know the Desktop Client user interface ..................................................................................... 26

Fdn menu ....................................................................................................................................... 27

Menu bar ........................................................................................................................................ 27

Toolbar ........................................................................................................................................... 27

Shortcut toolbar .............................................................................................................................. 27

Tree view ........................................................................................................................................ 28

Sidebar menu ................................................................................................................................. 29

New Items window .......................................................................................................................... 30

Properties window .......................................................................................................................... 30

List view .......................................................................................................................................... 31

List Edit window .............................................................................................................................. 33

Status bar ....................................................................................................................................... 44

Manage windows in SmartPlant Foundation ........................................................................................ 44

Learn about the SmartPlant Foundation Desktop Client user profile ............................................. 46

Dock a floating window ................................................................................................................... 47

Create tab windows from multiple windows ................................................................................... 49

Keyboard shortcuts ............................................................................................................................... 50

User Options .............................................................................................................................................. 52

Set user options .................................................................................................................................... 52

Change your password................................................................................................................... 54

Change user ................................................................................................................................... 54

Display the number of related objects in the tree view and shortcut menu

commands ...................................................................................................................................... 55

View data for a specific date and time ............................................................................................ 55

Reset user profile ........................................................................................................................... 56

Change user preferences ..................................................................................................................... 56

Change general user preferences .................................................................................................. 61

Change user preferences for windows ........................................................................................... 65

Display objects in a separate window by configuration .................................................................. 66

Change user preferences for expansion ........................................................................................ 67

Change user preferences for APIs ................................................................................................. 69

Contents

SmartPlant Foundation Desktop Client User's Guide 5

Change user preferences for claiming objects ............................................................................... 70

Change default container IDs for new objects ............................................................................... 70

Change user preferences for 3D viewing ....................................................................................... 71

Search for Objects ..................................................................................................................................... 72

Searching for objects ............................................................................................................................ 72

Find an object ................................................................................................................................. 75

Query for an object ......................................................................................................................... 76

Save a query .................................................................................................................................. 77

Run a saved query ......................................................................................................................... 78

Update saved queries..................................................................................................................... 78

Edit a previous query ...................................................................................................................... 78

Delete a saved query...................................................................................................................... 78

Navigate query results .................................................................................................................... 78

Query using light list view ............................................................................................................... 79

Query for terminated objects .......................................................................................................... 79

Extract all paged query results to Excel ......................................................................................... 80

Find an object using an FTR search .............................................................................................. 80

Find an object using an FTR preview ............................................................................................. 82

Graphical Navigation ................................................................................................................................. 84

View and mark up files .......................................................................................................................... 84

View items in SmartPlant Foundation Desktop Client .................................................................... 85

Cache 3D model files ..................................................................................................................... 86

Cache file types to the SmartPlant Foundation server ................................................................... 86

View and annotate files ......................................................................................................................... 86

View a 2D file .................................................................................................................................. 92

View a 3D model ............................................................................................................................ 93

View an item in a drawing .............................................................................................................. 94

View an item in a model ................................................................................................................. 94

Select a standard isometric or orthographic view .......................................................................... 94

View a connected drawing ............................................................................................................. 94

Use 3D model relationships ........................................................................................................... 95

Place a published P&ID in a 3D model .......................................................................................... 95

Display 2D plant items that are shared with a 3D model ............................................................... 96

Print a 3D model ............................................................................................................................. 96

Lock a Markup file .......................................................................................................................... 97

Unlock a Markup file ....................................................................................................................... 97

View alternate files ......................................................................................................................... 97

View a thumbnail image ................................................................................................................. 97

View with native application ........................................................................................................... 97

Convert files for navigation ............................................................................................................. 98

Clip volumes .......................................................................................................................................... 98

Set a clipping volume ................................................................................................................... 103

Turn off volume clipping ............................................................................................................... 104

SmartPlant Review with SmartPlant Foundation ................................................................................ 105

Launch SmartPlant Review from SmartPlant Foundation ............................................................ 105

View an item in SmartPlant Review ............................................................................................. 106

View a model in SmartPlant Review ............................................................................................ 106