Intergraph Smart Electrical Import Manager

User's Guide
Version 2018 (8.0)
June 2018
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Intergraph Smart Electrical Import Manager User's Guide 2

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Intergraph Smart Electrical Import Manager User's Guide 3

Contents
Intergraph Smart® Electrical Import Manager .......................................................................................... 7
Open a New Import Project ..................................................................................................................... 7
Open a Different Import Project .............................................................................................................. 7

Preliminary Settings .................................................................................................................................... 8

Set Import Options .................................................................................................................................. 8
Update Link Source Connection ............................................................................................................. 9
Adapt Property Codes ........................................................................................................................... 10
Define a Source Query ......................................................................................................................... 11

Working with Import Links ....................................................................................................................... 12

Create a Data Link ................................................................................................................................ 12
Importing Transformers: Special Notes ................................................................................................ 14
Create an Association Link ................................................................................................................... 14
Create a Lookup Table Link .................................................................................................................. 16
Create a Select List Link ....................................................................................................................... 17
Create a Data Deletion Link .................................................................................................................. 18
Duplicate a Data Link as a Data Deletion Link ..................................................................................... 19
Create a Link Group .............................................................................................................................. 19

Running Import .......................................................................................................................................... 21

Test a Link ............................................................................................................................................. 21
Run a Link ............................................................................................................................................. 21
Run a Link Group .................................................................................................................................. 22
Run a Link from the Command Line ..................................................................................................... 22

Miscellaneous Import Options ................................................................................................................. 23

Export Links .......................................................................................................................................... 23
Import Saved Links ............................................................................................................................... 23
Import Data to Different Plant Group Types ......................................................................................... 24
Importing Operating Case Data ............................................................................................................ 24
Associate Items Belonging to Different Plant Group Types .................................................................. 25
Insert Correct Item Hierarchy Paths in Source Data............................................................................. 26
Workflow for Importing Smart Instrumentation Cables ......................................................................... 26

Menu Commands....................................................................................................................................... 28
New Import Project Command (File Menu) .......................................................................................... 29
New Data Deletion Link Command (File > New Menu) ........................................................................ 29
New Data Link Command (File > New Menu) ...................................................................................... 29
New Code Adaptation Command (File > New > Link Services Menu) ................................................. 29
New Association Link Command (File > New Menu) ........................................................................... 29
New Select List Link Command (File > New Menu) ............................................................................. 29

Intergraph Smart Electrical Import Manager User's Guide 4

 Contents

New Query Command (File > New > Link Services Menu) .................................................................. 30
New Lookup Table Link Command (File > New Menu) ........................................................................ 30
New Link Group Command (File > New Menu) .................................................................................... 30
Open Plant Group Command (File Menu) ............................................................................................ 30
Open Import Project Command (File > Open Menu) ............................................................................ 30
Recent Projects Command (File Menu) ................................................................................................ 30
Exit Command (File Menu) ................................................................................................................... 30
Delete Command (Edit Menu) .............................................................................................................. 31
Duplicate Command (Edit Menu) .......................................................................................................... 31
Rename Command (Edit Menu) ........................................................................................................... 31
Find Command (Edit Menu) .................................................................................................................. 31
Move Up Command (Edit Menu) .......................................................................................................... 31
Move Down Command (Edit Menu) ...................................................................................................... 31
Properties Command (Edit Menu) ........................................................................................................ 31
Toolbar Command (View Menu) ........................................................................................................... 32
Status Bar Command (View Menu) ...................................................................................................... 32
Large Icons Command (View Menu) .................................................................................................... 32
Small Icons Command (View Menu) .................................................................................................... 32
List Command (View Menu) .................................................................................................................. 32
Query Command (View Menu) ............................................................................................................. 32
Source Data Command (View Menu) ................................................................................................... 32
Log File Command (View Menu) .......................................................................................................... 32
Refresh Command (View Menu) ........................................................................................................... 33
Run Command (Tools Menu) ................................................................................................................ 33
Test Link Command (Tools Menu)........................................................................................................ 33
Import Links Command (Tools Menu) .................................................................................................. 33
Export Links Command (Tools Menu) .................................................................................................. 33
Get Plant Hierarchy Path Command (Tools Menu) .............................................................................. 33
Options Command (Tools Menu) .......................................................................................................... 33
Duplicate Data Link as Data Deletion Link Command (Tools Menu) ................................................... 34
Update Source Connection Command (Tools Menu) ........................................................................... 34
Printable Guides Command (Help Menu) ............................................................................................. 34
Smart Electrical Import Manager Help Command (Help Menu) ........................................................... 34
Display Import Manager Version Information ....................................................................................... 34

Windows and Dialog Boxes...................................................................................................................... 35

Import Manager Window ....................................................................................................................... 35
Association Link Wizard ........................................................................................................................ 36
Define the Link Name and Description (Association Link Wizard) ................................................. 36
Define the Association Source (Association Link Wizard) ............................................................. 36
Define the Association (Association Link Wizard) .......................................................................... 37
Completing the Association Link Wizard (Association Link Wizard) .............................................. 37
Code Adaptation Dialog Box ................................................................................................................. 38
Unit of Measure Expression Builder Dialog Box ................................................................................... 38
Data Deletion Link Wizard .................................................................................................................... 38
Define the Link Name and Description (Data Deletion Link Wizard) ............................................. 39
Source and Target Definition (Data Deletion Link Wizard) ............................................................ 39
Map the Fields of the Source Table and Target Item Type Properties (Data
Deletion Link Wizard) ..................................................................................................................... 39
Completing the Data Deletion Link Wizard (Data Deletion Link Wizard) ....................................... 40

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 Contents

Data Link Wizard ................................................................................................................................... 40

Define the Link Name (Data Link Wizard) ...................................................................................... 40
Set the Import Mode (Data Link Wizard) ........................................................................................ 41
Source and Target Definition (Data Link Wizard) ........................................................................... 41
Map the Fields of the Source Table and Target Item Type Properties (Data Link
Wizard) ........................................................................................................................................... 42
Completing the Data Link Wizard (Data Link Wizard) .................................................................... 43
Expression Builder Dialog Box .............................................................................................................. 43
Export Links Dialog Box ........................................................................................................................ 43
Filter Dialog Box .................................................................................................................................... 43
Import Links Dialog Box ........................................................................................................................ 44
Link Group Dialog Box .......................................................................................................................... 45
Lookup Table Link Wizard .................................................................................................................... 45
Define the Lookup Table Link Name (Lookup Table Link Wizard) ................................................. 45
Source and Target Definition (Lookup Table Link Wizard) ............................................................ 45
Map the Lookup Table Fields (Lookup Table Link Wizard) ............................................................ 46
Completing the Lookup Table Link Wizard (Lookup Table Link Wizard) ....................................... 46
Open Plant Group Dialog Box............................................................................................................... 46
Open Plant Structure Dialog Box .......................................................................................................... 47
Options Dialog Box ............................................................................................................................... 47
General Tab (Options Dialog Box) ................................................................................................. 47
Data Source Tab (Options Dialog Box) .......................................................................................... 48
Code Adaptation Wizard ....................................................................................................................... 48
Define the Code Name and Description (Code Adaptation Wizard) .............................................. 49
Define the Property Code (Code Adaptation Wizard) .................................................................... 49
Completing the Code Adaptation (Code Adaptation Wizard) ......................................................... 50
Select List Expression Builder Dialog Box ............................................................................................ 50
Select List Link Wizard .......................................................................................................................... 50
Define the Select List Link Name (Select List Link Wizard) ........................................................... 50
Source and Target Definition (Select List Link Wizard) .................................................................. 50
Map the Source Fields and the Target Select List Properties (Select List Link
Wizard) ........................................................................................................................................... 51
Completing the Select List Link Wizard (Select List Link Wizard) .................................................. 51
Source Data Window ............................................................................................................................ 52
Query Wizard ........................................................................................................................................ 52
Define the Query Name and Description (Query Wizard) .............................................................. 52
Select the Source Tables (Query Wizard) ...................................................................................... 53
Define the Relationships Between Tables (Query Wizard) ............................................................ 53
Completing the Source Query - Query Results (Query Wizard) .................................................... 53

Index ........................................................................................................................................................... 54

Intergraph Smart Electrical Import Manager User's Guide 6

SECTION 1

Intergraph Smart® Electrical Import

Manager
Intergraph Smart® Electrical Import Manager is a Smart Electrical add-in utility. Import
Manager allows you to import data to Smart Electrical from external data files and various
database platforms, such as Microsoft Access, Microsoft SQL Server, Oracle, and so
forth. Import Manager provides for the import of electrical data, association data, select list
items, and lookup table values.
Source table headers must not include any spaces or reserved words. For a list of
reserved words, see the List of Microsoft Jet 4.0 reserved words web site at
http://support.microsoft.com/kb/321266 (http://support.microsoft.com/kb/321266).

Open a New Import Project

1. Click File > New > Import Project.
2. On the Select XML File dialog box, in the File name box, type the name of the new import
project and click Save.

Open a Different Import Project

1. Click File > Open > Import Project.
2. On the Select XML File dialog box, select an XML file and click Open.

Intergraph Smart Electrical Import Manager User's Guide 7

SECTION 2

Preliminary Settings
This section deals with various settings and definitions that you have to make prior to running
import.

In This Section
Set Import Options ......................................................................... 8
Update Link Source Connection .................................................... 9
Adapt Property Codes ................................................................... 10
Define a Source Query .................................................................. 11

Set Import Options

Import Manager allows you to set your default import options prior to creating import links and
running import. This way, you can create your links without the need to redefine the settings
that determine how Import Manager handles the source and target data. You can set the
default import mode, include or exclude calculation values, define the source data, define the
default paths where the software saves the link XML and log files.
1. Click Tools > Options.
2. On the Options dialog box, click the General tab.

3. Under Default database import link XML file, click to select the default link XML file.

4. Under Default import log file, click to select the default import log file.
5. In the Default import mode group box, under Update options, define how you want the
software to overwrite the values in the target properties:
▪ Select Update all target properties to update all the target properties by overwriting
the values in the target properties with the source values and also by writing data in
empty target properties.
▪ Select Update only target properties without values to update only those target
properties that do not contain any values.
6. Under Miscellaneous, do one of the following:
▪ Select Do not insert new records to overwrite the existing target data according to the
key selections in the Data Link Wizard without inserting new source records.
▪ Clear the Do not insert new records check box to insert new source records and to
overwrite the existing target records with the source data according to the key selections
in the Data Link Wizard.
7. Select Create and calculate related data for imported properties to instruct the software
to create the appropriate items and calculate specific values in the target database when the

Intergraph Smart Electrical Import Manager User's Guide 8

 Preliminary Settings

software imports an item that triggers the creation of other items and calculation of relevant
properties.
We strongly recommend that you select this option to ensure the integrity of the
imported data.
8. Click the Data Source tab.
9. Click New to define a new data source or click Properties to edit the displayed data source
definitions.
10. Use the Data Link Properties wizard to define the source data as required.
11. Click Apply.

▪ Click Test to check to test the connection to the source database.

▪ Click Preview to open the Source Data window where you can view and modify the source
data.

Update Link Source Connection

You use this option to redefine in batch mode the source connection of multiple links. If, for
example, the source file or database has been moved to another location, you can select all the
links that are connected to that source and update the connection definition in batch mode.
1. Do one of the following:
▪ To select multiple links, select one of the link folders (Data Links, Association Links,
Lookup Table Links, or Select Table Links) in the Import Manager tree view and then
select the required links in the list view pane.
▪ To select a single link, expand the required folder hierarchy in the Import Manager tree
view and select the required link.
2. Click Tools > Update Source Connection.
3. Use the Data Link Properties wizard to define the source data as required.
4. Click Apply.

▪ Click Test to check to test the connection to the source database.

▪ Click Preview to open the Source Data window where you can view and modify the source
data.

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 Preliminary Settings

Adapt Property Codes

When importing data from a non-Smart Electrical database, it is most likely that the property
codes used in the source database are different from the property codes used in your target
Smart Electrical database. Therefore, you are required to adapt these property codes to the
codes used in your target Smart Electrical database. This following procedure explains how to
make such an adaptation.
1. Do one of the following:
▪ Click File > New > Link Services > Code Adaptation.
▪ Expand the Link Services folder, right-click the Code Adaptation folder and then click
New Code Adaptation on the shortcut menu.
2. In the Code Adaptation Wizard, on the Define the Code Name and Description page,
under Code, type the code name.
3. Under Description, type a brief description of the code if needed.
4. Click Next.
5. On the Define the Property Code page, select an item type.
6. Under Properties, select an item property for which you want to adapt the code.
7. Click Add.
8. On the Code Adaptation dialog box, in the Property map pane, under Source value, type
the source code that you want to adapt to your target Smart Electrical database.
9. Under Target value, select or type the item type code that exists in your target database.

▪ You can select another item type property and click Add again. The software allows
you to adapt codes for all the properties that exist for item type that you selected.
▪ If you need to adapt property codes for another item type, start a new session of the
Code Adaptation Wizard.
10. Click Next.
11. On the Completing the Code Adaptation Wizard page, click View to display the code
adaptations you defined for the current item type.
12. Click Finish to close the wizard.

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 Preliminary Settings

Define a Source Query

You use this option to define a simple source query. You can use this query to define an import
source that combines various tables belonging to a selected source database or various files of
the same type (.txt, .csv, and so forth). You select any number of tables in the selected source
database and then define the relationships between selected tables. You can then use the
defined query when creating a link. You use the Source Query Wizard to define a source
query.
1. Do one of the following:
▪ Click File > New > Query.
▪ Right-click the Queries folder and then click New Query on the shortcut menu.
2. In the Source Query Wizard, on the Define the Query Name and Description page,
under Query, type the query name.
3. Under Description, type a brief description of the query if needed.
4. Click Next.
5. On the Select the Source Tables page, from the Source tables list, select a table and click
to move it to the Selected tables list.

You can click to select and move all the source tables to the Selected
tables list.
6. Click Next.
7. On the Define the Relationships Between Tables page, click Add.
8. To define the relationships between the tables, from the Left Table and Right Table lists,
select the tables that you want to join.
9. From the Left Column and Right Column lists, select the columns that correspond to
common or compatible data in both left and right tables.
10. Click Add to define another relationship or click Next.
11. On the Completing the Source Query Wizard - Query Results page, examine the query
results and click Finish when done.

Intergraph Smart Electrical Import Manager User's Guide 11

SECTION 3

Working with Import Links

In order to import data to Smart Electrical, you must create a link between the source database
or an external data file and your Smart Electrical database. There are various types of link
depending on what you want to import. To import electrical items, for example, loads, you need
to define a data link. In addition to data links, there are association links, lookup table links,
select list links, and data deletion links.

In This Section
Create a Data Link ......................................................................... 12
Importing Transformers: Special Notes ......................................... 14
Create an Association Link ............................................................ 14
Create a Lookup Table Link........................................................... 16
Create a Select List Link ................................................................ 17
Create a Data Deletion Link........................................................... 18
Duplicate a Data Link as a Data Deletion Link .............................. 19
Create a Link Group ...................................................................... 19

Create a Data Link

This procedure explains how to create a link to import electrical items to your Smart Electrical
database.
1. Do one of the following:
▪ Click File > New > Data Link.

▪ Click on the toolbar.

▪ Right-click the Data Links folder and then click New Data Link on the shortcut menu.
2. In the Data Link Wizard, on the Define the Link Name page, under Link, type the link
name.
3. Under Description, type a brief description of the link if needed.
4. Click Next.
5. On the Set the Import Mode page, under Import mode, accept the displayed default
settings or change them if needed. For details, see Set Import Options (on page 8).
6. Click Next.
7. On the Source and Target Definition page, under Source, do one of the following:
▪ From the Source table list, select a source table.
▪ Click Use query and then select the query you require from the list. Click New query if
you need to define a new query.

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 Working with Import Links

8. Click Data Source to preview and edit the contents of the source table or the tables defined
in the selected query.
You cannot edit the data if you are previewing tables defined in a query.
9. Click Filter to define a filter condition if you want to include only specific source items from
the selected table or the tables defined in the selected query.
You can use the following wildcard characters in your filter: % - any combination of
characters. _ (underscore) - any single character
10. Under Target, from the Target item type list, select the required target item type.
You can click View Data to preview the contents of the target item type list.
11. From the Property code adaptation list, select a code adaptation suitable for the properties
that will be imported by the current link.
Click New Code if you need to define a new code adaptation.
12. Click Next.
13. On the Map the Fields of the Source Table and Target Item Type Properties page,
select a source field and drag it to a target item type property.

Click Expand to view the page in full screen mode. Click Expand again,
to continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
14. To determine the expression that the software will display after importing the data, right-
click the mapped value in the Source Field box in the Target pane and then select
Expression Builder, Expression UOM, or Get Value From List depending on the type of
the selected field. Build the expression as needed.
15. Select the Key check box to set the field uniqueness.
Defining a field as unique ensures that Import Manager validates the content
uniqueness of the imported data in this field. Import Manager will insert or update the data
according to the import mode settings. You can define a combination of field uniqueness by
selecting the Key check box next to several target fields. However, you must set at least
one field as unique.
In an Import Manager data link, when using a unique key which is not the Item
Tag or using the Item Tag as a unique key with other unique keys, the software might insert
non-Unique items.
16. Click Next.
17. On the Completing the Data Link Wizard page, click View to examine the data link
summary information.
18. Click Finish to create the link.

▪ Importing transformer data requires special handling. This is due to the fact that
transformers are composed of transformer and transformer component item types. For
more information, see Importing Transformers: Special Notes (on page 14).
▪ There are special requirements for data links intended to insert operating case data for plant
items. For details, see Importing Operating Case Data (on page 24).

Intergraph Smart Electrical Import Manager User's Guide 13

 Working with Import Links

Importing Transformers: Special Notes

Importing transformer data requires special handling. This is due to the fact that transformers
are composed of transformer and transformer component item types. Therefore the data link for
transformers must provide sufficient information about the source transformers and their
components. Import Manager uses the information provided in the following transformer item
type properties:

Property Setting

NumberOfSecondaries 1 - Defines a 2-winding transformer

2 - Defines a 3-winding transformer

Secondary1ItemTag Item tag of the first transformer

component - secondary winding

Secondary2ItemTag Item tag of the second transformer

component - secondary winding (used
only for 3-winding transformers)

The software does not support testing of transformer links.

Create an Association Link

This procedure shows you how to create an association link. This link enables you to import
values that define various associations among items that exist in the source database.
1. Do one of the following:
▪ Click File > New > Association Link.

▪ Click on the toolbar.

▪ Right-click the Association Links folder and then click New Association Link on the
shortcut menu.
2. In the Association Link Wizard, on the Define the Link Name and Description page,
under Link, type the link name.
3. Under Description, type a brief description of the link if needed.
4. Click Next.
5. On the Define the Association Source page, do one of the following:
▪ From the Source table list, select a source table.
▪ Click Use query and then select the query you require from the list. Click New query if
you need to define a new query.
6. Click Data Source to preview and edit the contents of the source table or the tables defined
in the selected query.

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 Working with Import Links

You cannot edit the data if you are previewing tables defined in a query.
7. Click Filter to define a filter condition if you want to include only specific source items from
the selected table or the tables defined in the selected query.
You can use the following wildcard characters in your filter: % - any combination of
characters. _ (underscore) - any single character
8. Click Next.
9. On the Define the Association page, in the Target group box, select the required item type
from the Parent item type list.
Click Data Source to preview the contents of the selected list.
10. Under Parent item type, click in the Item Type Property box and select a target item type
property from the list.
11. From the Source pane, select a source field and drag it to a parent Source Field under
Parent item type in the Target group box.

▪ Click Add to add a new row to define another parent item type property. Click Delete to
delete a definition row from the parent item type property list.

▪ Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
12. From the Child item type list, select a child item type.
13. Under Child item type, click in the Item Type Property box and select a target item type
property from the list.
14. From the Source list, select a source field and drag it to a child Source Field under Child
item type in the Target group box.
Click Add to add a new row to define another child item type property. Click Delete
to delete a definition row from the child item type property list.
15. Click Next.
16. On the Completing the Association Link Wizard page, click View to examine the
association link summary information.
17. Click Finish to create the link.
The software also allows you to create association links to associate between the
following item types:
▪ Associate cables with cableway segments.
▪ Associate plant circuits with reference circuits provided that the plant circuit is not
connected to a load.
Note that it is not possible to associate a load with a reference circuit using
Import Manager.

Intergraph Smart Electrical Import Manager User's Guide 15

 Working with Import Links

Create a Lookup Table Link

You use this procedure to import lookup table data.
1. Do one of the following:
▪ Click File > New > Lookup Table Link.

▪ Click on the toolbar.

▪ Right-click the Lookup Table Links folder and then click New Lookup Table Link on
the shortcut menu.
2. In the Lookup Table Link Wizard, on the Define the Lookup Table Link Name page,
under Link, type the link name.
3. Under Description, type a brief description of the link if needed.
4. Click Next.
5. On the Source and Target Definition page, do one of the following:
▪ From the Source table list, select a source table.
▪ Click Use query and then select the query you require from the list. Click New query if
you need to define a new query.
6. Click Data Source to preview and edit the contents of the source table or the tables defined
in the selected query.
You cannot edit the data if you are previewing tables defined in a query.
7. Click Filter to define a filter condition if you want to include only specific source items from
the selected table or the tables defined in the selected query
You can use the following wildcard characters in your filter: % - any combination of
characters. _ (underscore) - any single character
8. Under Target, from the Lookup table item type list, select a lookup table item type.
9. From the Lookup table item list, select a target lookup table item.
10. Click Next.
11. On the Map the Lookup Table Fields page, select a source field from the Source pane
and drag it to a Source Field box in the Target pane.

▪ You can click Data Source and View Data to preview the contents of the source and
target tables.

▪ Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
12. Click Next.
13. On the Completing the Lookup Table Link Wizard page, click View to examine the lookup
table link summary information.
14. Click Finish to create the link.

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 Working with Import Links

Create a Select List Link

This option allows you to create a link that enables the import of various select list items. The
software also allows you to define a dependency when a select list depends on another select
list, for example, Model and Manufacturer.
1. Do one of the following:
▪ Click File > New > Select List Link.

▪ Click on the toolbar.

▪ Right-click the Select List Links folder and then click New Select List Link on the
shortcut menu.
2. In the Select List Link Wizard, on the Define the Select List Link Name page, under
Link, type the link name.
3. Under Description, type a brief description of the link if needed.
4. Click Next.
5. On the Source and Target Definition page, do one of the following:
▪ From the Source table list, select a source table.
▪ Click Use query and then select the query you require from the list. Click New query if
you need to define a new query.
6. Click Data Source to preview and edit the contents of the source table or the tables defined
in the selected query.
You cannot edit the data if you are previewing tables defined in a query.
7. Click Filter to define a filter condition if you want to include only specific source items from
the selected table or the tables defined in the selected query.
You can use the following wildcard characters in your filter: % - any combination of
characters. _ (underscore) - any single character
8. Under Target, from the Target select list, select the required value.
Click View Data to preview the contents of the selected target select list.
9. Click Next.
10. On the Map the Source Fields and Target Select List Properties page, select a source
field from the Source pane and drag it to a Source Field box next to a Value property in the
Target pane.

▪ If the target select list is dependent on a parent select list (for example, Model and
Manufacturer), map the appropriate source field that defines the parent source value
with the target parent list property.
▪ You can also drag a source field to Source Field box next to a Short Value property if
you want to import a short value. However, only the data appearing next to the Value
properties will appear in the select lists of the target database.

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 Working with Import Links

▪ You can click Data Source and View Data to preview the contents of the source and
target tables.

▪ Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
▪ You can only import a select list which contains at least one user-defined entry.
11. Click Next.
12. On the Completing the Select List Link Wizard page, click View to examine the select list
link summary information.
13. Click Finish to create the link.

Create a Data Deletion Link

You use this procedure to create a link that deletes data in Smart Electrical. You can use data
deletion links to delete specific data from Smart Electrical database or delete items that you
imported using a data link.
1. Do one of the following:
▪ Click File > New > Data Deletion Link.

▪ Click on the toolbar.

▪ Right-click the Data Deletion Links folder and then click New Data Deletion Link on
the shortcut menu.
2. In the Data Deletion Link Wizard, on the Define the Link Name and Import Mode page,
under Link, type the link name.
3. Under Description, type a brief description of the link if needed.
4. Under Import mode, accept the displayed default settings or change them if needed. For
details, see Set Import Options (on page 8).
5. Click Next.
6. On the Source and Target Definition page, under Source, do one of the following:
▪ From the Source table list, select a source table.
▪ Click Use query and then select the required query from the list. Click New query if
you need to define a new query.
7. Click Data Source to preview and edit the contents of the source table or tables defined in a
query.
You cannot edit the data if you are previewing tables defined in a query.
8. Click Filter to define a filter condition if you want to include only specific source items from
the selected table or tables defined in a query.
You can use the following wildcard characters in your filter: % - any combination of
characters. _ (underscore) - any single character
9. From the Target item type list, select the required target item type.

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 Working with Import Links

You can click View Data to preview the contents of the target item type list.
10. Click Next.
11. On the Map the Fields of the Source Table and Target Item Type Properties page,
select a source field and drag it to a target item type property.

Click Expand to view the page in full screen mode. Click Expand again,
to continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
12. To determine the expression that the software will display after importing the data, right-
click the mapped value in the Source Field box in the Target pane and then select
Expression Builder, Expression UOM, or Get Value From List depending on the type of
the selected field. Build the expression as needed.
13. Select the Key check box to set the field uniqueness.
Defining a field as unique ensures that Import Manager checks that the contents of
the imported data in this field is unique. Import Manager will insert or update the data
according to the import mode settings. You can define a combination of field uniqueness by
selecting the Key check box next to several target fields. However, you must set at least
one field as unique.
14. Click Next.
15. On the Completing the Data Link Wizard page, examine the data link summary
information and click Finish to create the link.

Duplicate a Data Link as a Data Deletion Link

You use this procedure to duplicate a data link that deletes data in Smart Electrical.
1. Expand the Data Links folder.
2. Select a data link that you want to duplicate.
3. Click Tools > Duplicate Data Link as a Deletion Link.

Create a Link Group

This procedure shows you how to create a group of links. You can then run this group to import
data using all the links contained in the selected group.
1. Do one of the following:
▪ Click File > New > Link Group.

▪ Click on the toolbar.

▪ Right-click the Link Groups folder and then click New Link Group on the shortcut
menu.
2. On the Link Group dialog box, type the new group name and click OK.
3. In the Import Manager tree view, select a link folder.

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 Working with Import Links

4. Select the required links in the Contents pane and drag them to a link group in the tree
view.
5. To arrange the links in the order that you want the software to run them, select a link in a
group and then click or to move it up or down the list.
You can double-click a link group folder to display the links associated with that
group.

Intergraph Smart Electrical Import Manager User's Guide 20

SECTION 4

Running Import
This section describes how to test and then run the links in order to make the actual import of
data.

In This Section
Test a Link ..................................................................................... 21
Run a Link ...................................................................................... 21
Run a Link Group ........................................................................... 22
Run a Link from the Command Line .............................................. 22

Test a Link
This procedure shows you how to test a link before running it.
1. Select a link in the Import Manager tree view.
2. Do one of the following:
▪ Click File > Test Link.

▪ On the toolbar, click .

You cannot test a group of links.
3. Do one of the following to test the link:
▪ Click View > Log File.

▪ On the toolbar, click .

4. After completing the test, examine the log file for any potential errors.

Run a Link
This procedure shows you how to run a link and carry out actual import of data.
1. Select a link in the Import Manager tree view.
2. Do one of the following:
▪ Click File > Run.

▪ On the toolbar, click .

3. Do one of the following to verify the link:
▪ Click View > Log File.

▪ On the toolbar, click .

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 Running Import

4. After Import Manager completes the import of data, examine the log file for any errors that
may have occurred during the import process.

Run a Link Group

This procedure shows you how to run a group of links and import data in batch mode.
1. Select a link group in the Import Manager tree view.
2. Do one of the following:
▪ Click File > Run.

▪ On the toolbar, click .

3. After Import Manager completes the import of data, examine the log file for any errors that
may have occurred during the import process.

Run a Link from the Command Line

1. Click Start > Run.
2. In the Run box, type the full path to the Import Manager executable file on your computer
followed by a letter that signifies the link type and the link name.
The following link parameters exist:
A - Association link
D - Data link
G - A link group
L - LookUp Table link
R - Data Deletion link
S - Select List link
For example:
C:\Program Files\SPELImportManager\Bin\SPELImportManager.exe" /D [LinkName]
If you forget one of the above link parameters, type a question mark instead of the
link parameter and the link name like so:
C:\Program Files\SPELImportManager\Bin\SPELImportManager.exe" /?
This opens the Run Options dialog box that displays all the available parameters.
3. Click OK on the Run dialog box.

Intergraph Smart Electrical Import Manager User's Guide 22

SECTION 5

Miscellaneous Import Options

In This Section
Export Links ................................................................................... 23
Import Saved Links ........................................................................ 23
Import Data to Different Plant Group Types .................................. 24
Importing Operating Case Data ..................................................... 24
Associate Items Belonging to Different Plant Group Types .......... 25
Insert Correct Item Hierarchy Paths in Source Data ..................... 26
Workflow for Importing Smart Instrumentation Cables .................. 26

Export Links
You use this procedure to save selected links as an XML file. You can then use this file to
import the saved links.
1. Click Tools > Export Links.
2. On the Export Links dialog box, expand the link hierarchy.
3. Select the check boxes beside the links that you want to export.
Selecting a check box beside a folder, selects all the links in that folder. Also, you
can select all the displayed links by selecting the check box beside Import Manager at the
top of the tree view.
4. Click Export.
5. On the Create New XML File for Export dialog box, type the file name, navigate to the
required location, and click Save.

Import Saved Links

You use this procedure to import an XML file that contains saved links. You can then run these
links to import data.
1. Click Tools > Import Links.
2. On the Select XML File for Import dialog box, navigate to the required XML file and click
Open.
3. On the Import Links dialog box, expand the link hierarchy and then select the check boxes
beside the links that you want to import.
Selecting a check box beside a folder, selects all the links in that folder. Also, you
can select all the displayed links by selecting the check box beside Import Manager at the
top of the tree view.
4. Click Import.

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 Miscellaneous Import Options

Import Data to Different Plant Group Types

You can create a data link that enables you to import items to different plant group types. To
achieve this goal, in Options Manager, you need to set the item hierarchy level for the required
item type. Then, you can use the Code Adaptation wizard to define the property code.
The plant hierarchy path of the required item types must be defined in the
source data. To define the correct hierarchy path of the source data, use the Get Plant
Hierarchy Path dialog box to copy the exact hierarchy path for each source electrical item. For
details, see Insert Correct Item Hierarchy Paths in Source Data (on page 26).
1. In Options Manager, define the item hierarchy of the source item type as follows:
a. On the Options Manager menu bar, click Options > Item Types.
b. For each item type that you require, select an item type from the Item Types list.

c. Select a value for the Plant group type property and click Save .
2. In Import Manager, start the Code Adaptation Wizard (for details, see Adapt Property
Codes (on page 10).)
3. On the Define the Property Code page, select the ItemHierarchy property.
4. Select a source value in the Property map pane and click Add to define the target value.
5. Define a data link for the same item type. For details, see Create a Data Link (on page 12).
6. On the Source and Target Definition page of the Data Link wizard, select the appropriate
code adaptation if needed and click Next.
7. Map the ItemHierarchy target field as required and run the data link.

Importing Operating Case Data

You can import plant item values from an external source and insert these values into a specific
operating case in your plant. This way, you can quickly populate plant item values for various
cases that exist in your plant.
Note that this feature does not create new operating cases in your plant. You
can only populate the existing operating cases with external plant item values.
To carry out this task, follow the normal workflow that you use with data links.
1. Create a data link for operating case data insertion. For details, see Create a Data Link (on
page 12).
2. In the Data Link Wizard, on the Source and Target Definition page, select
EquipmentOperatingCase from the Target item type list.
3. On the Map the Fields of the Source Table and Target Item Type Properties page,
make sure that you map the following target item type properties:
▪ Operating Case.Case Name (mandatory) — sets the appropriate operating case into
which the values will be inserted.
▪ Plant Item.Item.Item Tag (mandatory) — sets the appropriate plant item into which the
operating case data will be inserted.

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 Miscellaneous Import Options

▪ ItemHierarchy (optional) — sets the appropriate plant hierarchy if there are plant items
with identical tag names in various plant group items (for example, motor M-100 exist in
both unit A and unit B in your plant).
▪ Equipment.Electrical Equipment Sub Class (optional) — sets the appropriate
equipment sub-class if the naming conventions in your plant are not set to be unique.
This will avoid an import rejection if, for example, your naming conventions allow the
existence of motor M-100 and motor heater M-100.
4. Select the Key check box for each of the above mapped properties. For more information
about this check box, see Map the Fields of the Source Table and Target Item Type
Properties (Data Link Wizard) (on page 42).
5. Click Next in the Data Link Wizard to continue the workflow of the data link creation.

Associate Items Belonging to Different Plant Group

Types
This feature allows you to create an association between items that belong to different plant
group types.
The plant hierarchy path of the required item types must be defined in the
source data. To define the correct hierarchy path of the source data, use the Get Plant
Hierarchy Path dialog box to copy the exact hierarchy path for each source electrical item. For
details, see Insert Correct Item Hierarchy Paths in Source Data (on page 26).
1. In Import Manager, run the Association Link wizard for a required item type. For details,
see Create an Association Link (on page 14).
In order to associate two items that belong to different hierarchy levels,
the ItemHierarchy property must be one of the of the mapped properties both for the parent
and child target item types.
2. On the Define the Association page, in the Target group box, select the required item type
from the Parent item type list.
3. Under Parent item type, click in the Item Type Property box and select ItemHierarchy
from the list.
4. From the Source pane, select a source field and drag it to the parent ItemHierarchy source
field under Parent item type in the Target group box.

▪ Click Add to add a new row to define another parent item type property. Click Delete to
delete a definition row from the parent item type property list.

▪ Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next
page when the page is in normal-size mode.
5. From the Child item type list, select a child item type.
6. Under Child item type, click in the Item Type Property box and select ItemHierarchy from
the list.

Intergraph Smart Electrical Import Manager User's Guide 25

 Miscellaneous Import Options

7. From the Source list, select a source field and drag it to the ItemHierarchy child source
field under Child item type in the Target group box.
Click Add to add a new row to define another child item type property. Click Delete
to delete a definition row from the child item type property list.
8. Click Next.
9. On the Completing the Association Link Wizard page, click View to examine the
association link summary information.
10. Run this association link.

Insert Correct Item Hierarchy Paths in Source Data

This feature enables you to copy the exact hierarchy path of each target electrical item and
paste it in the appropriate place of the source data.
1. In Import Manager, click Tools > Get Hierarchy Path.
2. From the Target item type list, select an item type.
3. In the hierarchy tree, select the correct hierarchy level for each item.
4. Click Copy.
The software copies the hierarchy path to the Windows Clipboard.
5. Paste the path in the appropriate place in the source.

Workflow for Importing Smart Instrumentation Cables

The following workflow describes the necessary steps that are needed to import Smart
Instrumentation cables and their To and From equipment.

Do the following in Smart Instrumentation:

1. From the SQL Editor folder in the Smart Instrumentation reference folder, import the Cable
Connection.sql file, found in the SQL folder in the Smart Instrumentation home folder.
2. Generate a View only EDE using the Cable Connection.sql file.
3. Save the results as an Excel.xls file
The name of the Excel file must be SPIDomainCables.xls and you must
save it in the same location where the SPI_Import.xml (supplied with Smart Electrical) is
stored.

Do the following in Microsoft Excel:

▪ Open the SPIDomainCables.xls and define a name range for a range that starts at A1 and
includes the last cell in the PanelId2 column.
The name must be SPI_Cables.

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 Miscellaneous Import Options

Do the following in Smart Electrical Import Manager:

1. In the left pane, under Link Groups, select the SPI_Import group and then select all the
links belonging to this group in the right pane.
2. Click Tools > Update Source Connection.
3. On the Data Link Properties dialog box, change the database name to SPI_Cables.xls and
make sure that the path points to the location where you saved the SPI_Cables.xls file.
4. Repeat steps 1 through 3 for the Ref. Cables group.
5. In the left pane, select all the links belonging to the Ref. Cables group and run import.
Smart Instrumentation reference cables (called cable types in Smart
Instrumentation) are imported into the Smart Electrical cable list in order to create an
association between the reference and plant cables. Note that the import procedure only
imports the reference cable names without any other data. As a result, you must enter this
data manually so that the imported reference cables have all the required data (for example,
cable structure). If you decide to enter this data at a later stage and use these reference
cables to create plant cables, the software will create these plant cables without any sets or
conductors.
6. In the left pane, select all the links belonging to the SPI_Import group and run import.
For information how to generate an SQL/EDE in Smart Instrumentation and how to
define a name range in Microsoft Excel, refer to the pertinent topics in the documentation of
Smart Instrumentation and Microsoft Excel.

Intergraph Smart Electrical Import Manager User's Guide 27

SECTION 6

Menu Commands
In This Section
New Import Project Command (File Menu) ................................... 29
New Data Deletion Link Command (File > New Menu) ................. 29
New Data Link Command (File > New Menu) ............................... 29
New Code Adaptation Command (File > New > Link Services Menu)
....................................................................................................... 29
New Association Link Command (File > New Menu) .................... 29
New Select List Link Command (File > New Menu) ...................... 29
New Query Command (File > New > Link Services Menu) ........... 30
New Lookup Table Link Command (File > New Menu) ................. 30
New Link Group Command (File > New Menu) ............................. 30
Open Plant Group Command (File Menu) ..................................... 30
Open Import Project Command (File > Open Menu) ..................... 30
Recent Projects Command (File Menu) ........................................ 30
Exit Command (File Menu) ............................................................ 30
Delete Command (Edit Menu) ....................................................... 31
Duplicate Command (Edit Menu) .................................................. 31
Rename Command (Edit Menu) .................................................... 31
Find Command (Edit Menu)........................................................... 31
Move Up Command (Edit Menu) ................................................... 31
Move Down Command (Edit Menu) .............................................. 31
Properties Command (Edit Menu) ................................................. 31
Toolbar Command (View Menu) .................................................... 32
Status Bar Command (View Menu) ............................................... 32
Large Icons Command (View Menu) ............................................. 32
Small Icons Command (View Menu) ............................................. 32
List Command (View Menu) .......................................................... 32
Query Command (View Menu) ...................................................... 32
Source Data Command (View Menu) ............................................ 32
Log File Command (View Menu) ................................................... 32
Refresh Command (View Menu) ................................................... 33
Run Command (Tools Menu) ........................................................ 33
Test Link Command (Tools Menu) ................................................ 33
Import Links Command (Tools Menu) ........................................... 33
Export Links Command (Tools Menu) ........................................... 33
Get Plant Hierarchy Path Command (Tools Menu) ....................... 33
Options Command (Tools Menu) .................................................. 33
Duplicate Data Link as Data Deletion Link Command (Tools Menu)
....................................................................................................... 34
Update Source Connection Command (Tools Menu) ................... 34
Printable Guides Command (Help Menu) ...................................... 34
Smart Electrical Import Manager Help Command (Help Menu) .... 34
Display Import Manager Version Information ................................ 34

Intergraph Smart Electrical Import Manager User's Guide 28

 Menu Commands

New Import Project Command (File Menu)

Creates a new import project.

New Data Deletion Link Command (File > New Menu)

Opens the Data Deletion Link wizard that allows you to create a new data deletion link.

New Data Link Command (File > New Menu)

Opens the Data Link wizard that allows you to create a new data link.

New Code Adaptation Command (File > New > Link

Services Menu)

Opens the Code Adaptation wizard that allows you to adapt property codes used in the source
database to the ones used in Smart Electrical.

New Association Link Command (File > New Menu)

Opens the Association Link wizard that allows you to create a new association link.

New Select List Link Command (File > New Menu)

Opens the Select List Link wizard that allows you to create a new select list link.

Intergraph Smart Electrical Import Manager User's Guide 29

 Menu Commands

New Query Command (File > New > Link Services

Menu)

Opens the Query wizard that allows you to create a new source query.

New Lookup Table Link Command (File > New Menu)

Opens the Lookup Table Link wizard that allows you to create a new lookup table link.

New Link Group Command (File > New Menu)

Creates a new link group.

Open Plant Group Command (File Menu)

Displays the Open Plant Group dialog box (on page 46), which allows you to navigate to a
specific plant or to an item within a plant.

Open Import Project Command (File > Open Menu)

Opens another import project.

Recent Projects Command (File Menu)

Allows you to select from a list a recently used import project.

Exit Command (File Menu)

Closes Import Manager after prompting you to save changes.

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 Menu Commands

Delete Command (Edit Menu)

Deletes a selected link or link group.

Duplicate Command (Edit Menu)

Duplicates a selected link.

Rename Command (Edit Menu)

Allows you to rename an item you select in the Import Manager tree view.

Find Command (Edit Menu)

Allows you to find an item in the Import Manager tree view.

Move Up Command (Edit Menu)

Moves a selected link in a group up the list.

Move Down Command (Edit Menu)

Moves a selected link in a group down the list.

Properties Command (Edit Menu)

Opens the appropriate link wizard where you can edit the properties of the selected link.

Intergraph Smart Electrical Import Manager User's Guide 31

 Menu Commands

Toolbar Command (View Menu)

Displays or hides the Import Manager toolbar.

Status Bar Command (View Menu)

Displays or hides the Import Manager status bar.

Large Icons Command (View Menu)

Displays the links in the Contents pane by using large icons.

Small Icons Command (View Menu)

Displays the links in the Contents pane by using small icons.

List Command (View Menu)

Displays the links in the Contents pane in a list.

Query Command (View Menu)

Opens the View Query window that displays the contents of the selected source query.

Source Data Command (View Menu)

Opens the Source Data window (on page 52) that displays the contents of the selected source
database.

Log File Command (View Menu)

Displays the import log file.

Intergraph Smart Electrical Import Manager User's Guide 32

 Menu Commands

Refresh Command (View Menu)

Refresh the link information.

Run Command (Tools Menu)

Runs a link or a link group that you select.

Test Link Command (Tools Menu)

Tests a selected link before running import.

Import Links Command (Tools Menu)

Imports an XML file that contains import links which you can then use to import data.

Export Links Command (Tools Menu)

Opens the Export Links dialog box (on page 43) that allows you to save selected links as an
XML file.

Get Plant Hierarchy Path Command (Tools Menu)

Opens the Get Plant Hierarchy Path dialog box which allows you to copy the plant hierarchy
path of a particular item type. You can then paste this path in any field in the software where
this information is required, for example on the Define the Property Code page of the Code
Adaptation wizard (on page 48).

Options Command (Tools Menu)

Opens the Options dialog box (on page 47) that allows you to set default import settings.

Intergraph Smart Electrical Import Manager User's Guide 33

 Menu Commands

Duplicate Data Link as Data Deletion Link Command

(Tools Menu)
Duplicates a selected data link as a data deletion link.

Update Source Connection Command (Tools Menu)

Opens the Data Link Properties wizard that allows you to redefine the source connection for
the selected links.

Printable Guides Command (Help Menu)

Opens the Printable Guides Help page for accessing the printable guides as .pdf files.

Smart Electrical Import Manager Help Command

(Help Menu)

Displays the online Help for Import Manager, which includes topics about commands, dialog
boxes, and tasks.

Displays version information for Import Manager.

Display Import Manager Version Information

▪ Click Help > About Smart Electrical Import Manager.

Intergraph Smart Electrical Import Manager User's Guide 34

SECTION 7

Windows and Dialog Boxes

In This Section
Import Manager Window................................................................ 35
Association Link Wizard ................................................................. 36
Code Adaptation Dialog Box.......................................................... 38
Unit of Measure Expression Builder Dialog Box ............................ 38
Data Deletion Link Wizard ............................................................. 38
Data Link Wizard ........................................................................... 40
Expression Builder Dialog Box ...................................................... 43
Export Links Dialog Box ................................................................. 43
Filter Dialog Box ............................................................................ 43
Import Links Dialog Box ................................................................. 44
Link Group Dialog Box ................................................................... 45
Lookup Table Link Wizard ............................................................. 45
Open Plant Group Dialog Box ....................................................... 46
Open Plant Structure Dialog Box ................................................... 47
Options Dialog Box ........................................................................ 47
Code Adaptation Wizard ................................................................ 48
Select List Expression Builder Dialog Box ..................................... 50
Select List Link Wizard .................................................................. 50
Source Data Window ..................................................................... 52
Query Wizard ................................................................................. 52

Import Manager Window

Import Manager is a Smart Electrical add-in utility. Import Manager allows you to import data to
Smart Electrical from external data files and various database platforms, such as Microsoft
Access, Microsoft SQL Server, Oracle, and so forth. Import Manager provides for the import of
electrical data, association data, select list items, and lookup table values.
The Import Manager main window contains the following elements:

Tree View (Left pane)

Contains all the folders for the links and link groups. You can right-click a folder to create a new
link.

Contents (Right pane)

Displays the contents of the selected folder. Also, allows you to drag a link to an existing link
group in the Tree View.

Intergraph Smart Electrical Import Manager User's Guide 35

 Windows and Dialog Boxes

Association Link Wizard

Enables you to create a new association link or edit the properties of an existing association link.
Define the Link Name and Source Table Page (see "Define the Link Name and Description
(Association Link Wizard)" on page 36)
Define the Association Source (see "Define the Association Source (Association Link Wizard)"
on page 36)
Define the Association Page (see "Define the Association (Association Link Wizard)" on page
37)
Completing the Association Link Wizard (see "Completing the Association Link Wizard
(Association Link Wizard)" on page 37)

Define the Link Name and Description (Association Link

Wizard)
Defines the association link name and description. An asterisk beside a label indicates required
data.
Link — Allows you to type a link name.
Description — Allows you to type a link description.

Define the Association Source (Association Link Wizard)

Defines the association source table or query. An asterisk beside a label indicates required
data.

Source
Contains the source definition options.
Source table — Allows you to select a source table.
Use query — Switches the source definition from table to query.
Query — Allows you to select an existing query for the source definition.
New Query — Enables you to define a new query.
Data Source — Allows you to display the contents of the selected source table or query.
Filter — Enables you to define a filter condition that specifies which items from the source table
or tables defined in a query will be imported by the software.

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 Windows and Dialog Boxes

Define the Association (Association Link Wizard)

Defines the association link by allowing you to select the target parent and child item types and
map them to source fields.

Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next page
when the page is in normal-size mode.
Source — Allows you to select a source field and drag it to a Source Field box in the Target
pane.
Data Source —Allows you to display the contents of the selected source table.
Target — Contains the target parent and child item types to which you map source table fields.
Parent item type — Allows you to select a target parent item type.
View Data — Allows you to view the properties of the selected parent item type.
Item Type Property — Allows you to select a target parent item type property to which you map
a source field.
Source Field — Displays the mapped source table field that you dragged from the Source
pane.
Add — Adds a new row to define another parent item type property.
Delete — Deletes a definition row from the parent item type property list.
Child item type — Allows you to select a target child item type.
View Data — Allows you to view the properties of the selected child item type.
Item Type Property — Allows you to select a target child item type property to which you map a
source field.
Source Field — Displays the mapped source table field that you dragged from the Source
pane.
Add — Adds a new row to define another child item type property.
Delete — Deletes a definition row from the child item type property list.

Completing the Association Link Wizard (Association Link

Wizard)
Allows you to display the link summary and create the link.
View — Opens the Internet Explorer and displays the link definitions.
Finish — Closes the wizard and creates the link.

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 Windows and Dialog Boxes

Code Adaptation Dialog Box

Allows you to add or modify source and target code values that the software will adapt at the
completion of the Code Adaptation Wizard.
Source Value — Allows you to type a source property code that you want to adapt to a target
property.
Target Value — Allows you to type or select a target property to which the software will adapt
the source code that you typed under Source Value.

Unit of Measure Expression Builder Dialog Box

Allows you to determine a unit of measure for a specific attribute of an item that you import in
the current data link.
Expression — Selecting this check box allows you to type any value in the Expression value
box.
Expression value — Allows you to select a source attribute for which you want to determine a
unit of measure.
Unit of measure — Allows you to select a unit of measure for the current value.

Data Deletion Link Wizard

Enables you to create or edit the properties of a link that deletes data in Smart Electrical.
Define the Link Name and Description Page (see "Define the Link Name and Description (Data
Deletion Link Wizard)" on page 39)
Source and Target Definition Page (see "Source and Target Definition (Data Deletion Link
Wizard)" on page 39)
Map the Fields of the Source Table and Target Item Type Properties Page (see "Map the Fields
of the Source Table and Target Item Type Properties (Data Deletion Link Wizard)" on page 39)
Completing the Data Deletion Link Wizard (see "Completing the Data Deletion Link Wizard
(Data Deletion Link Wizard)" on page 40)

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 Windows and Dialog Boxes

Define the Link Name and Description (Data Deletion Link

Wizard)
Defines the data deletion link name and description.
Link — Allows you to type a link name.
Description — Allows you to type a link description.

Source and Target Definition (Data Deletion Link Wizard)

Defines the source table or query and the target item type.
Source table — Allows you to select a source table.
Use query — Switches the source definition from table to query.
Query — Allows you to select an existing query for the source definition.
New Query — Enables you to define a new query.
Data Source — Allows you to display the contents of the selected source table or query.
Filter — Enables you to define a filter condition that specifies which items from the source table
or tables defined in a query will be imported by the software.
Target item type — Allows you to select a target item type list.
View Data — Allows you to display the contents of the target item type list.

Map the Fields of the Source Table and Target Item Type
Properties (Data Deletion Link Wizard)
Allows you to map the fields of the source table and the target item type properties.

Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next page
when the page is in normal-size mode.
Source — Allows you to select a source field and drag it to a Source Field box in the Target
pane.
Data Source — Allows you to display the contents of the selected source table.
Target — Displays the target item type fields, their type, default value, and the mapped source
field. Also, allows to set field uniqueness by selecting the Key check box. Fields displayed in
light gray are defined as read-only in the Data Dictionary. The software overwrites the data in
the mapped fields with the source data regardless of whether they are read-only or not.
Key — Defines a field as unique to make the software check that the contents of the imported
data in this field is unique. Import Manager will insert or update the data according to the import
mode settings. You can define a combination of field uniqueness by selecting the Key check
box next to several target fields. However, you must set at least one field as unique.
Displayed Name — Shows the name of the target field as it is displayed in Smart Electrical.
Type — Displays the type of the target field. For example, a numeric field, text field, select list,
and so forth.

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 Windows and Dialog Boxes

Default Value — Displays the default values for the attributes as they are defined in the Data
Dictionary.
Source Field — Displays the mapped source field that you dragged from the Source
pane. You can determine the expression that will be displayed in the software after importing
the data. Right-click a Source Field value and select Expression Builder, Expression UOM,
or Get Value From List depending on the type of the selected field. A scissors icon indicates
that the field is shorter that the source data and therefore it will be truncated.
View Data — Allows you to display the contents of the selected target item type properties.
Complete list — Select to display the properties of related items.
Show mapped fields only — Select to display mapped fields only.

Completing the Data Deletion Link Wizard (Data Deletion

Link Wizard)
Allows you to display the link summary and create the link.
View — Opens the Internet Explorer and displays the link definitions.
Finish — Closes the wizard and creates the link.

Data Link Wizard

Enables you to create a new data link or edit the properties of an existing data link.
Define the Link Name (see "Define the Link Name (Data Link Wizard)" on page 40)
Set the Import Mode (see "Set the Import Mode (Data Link Wizard)" on page 41)
Source and Target Definition Page (see "Source and Target Definition (Data Link Wizard)" on
page 41)
Map the Fields of the Source Table and Target Item Type Properties Page (see "Map the Fields
of the Source Table and Target Item Type Properties (Data Link Wizard)" on page 42)
Completing the Data Link Wizard Page (see "Completing the Data Link Wizard (Data Link
Wizard)" on page 43)

Define the Link Name (Data Link Wizard)

Defines the data link name and description. An asterisk beside a label indicates required data.
Link — Allows you to type a link name.
Description — Allows you to type a link description.

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 Windows and Dialog Boxes

Set the Import Mode (Data Link Wizard)

Sets the import mode if you do not want to accept the default settings.

Import mode
Allows you to set the import mode if you do not want to accept the default settings defined on
the Options Dialog Box (see "General Tab (Options Dialog Box)" on page 47).
Update options — Enables you to select the default mode for data insertion. The options are:
▪ Update all target properties — Updates all the target properties by overwriting the values
in the target properties with the source values and also by writing data in empty target
properties.
▪ Update only target properties without values — Updates only those target properties that
do not contain any values.

Miscellaneous
Do not insert new records — Overwrites the existing target data according to the key
selections in the Data Link Wizard without inserting new source records.
Create and calculate related data for imported properties — Creates appropriate items and
calculates specific values in the target database when the software imports an item that triggers
the creation of other items and calculates relevant properties.
We strongly recommend that you select the Create and calculate related data for
imported properties option to ensure the integrity of the imported data.

Source and Target Definition (Data Link Wizard)

Defines the source table or query and the target item type.

Source
Contains the source definition options.
Source table — Allows you to select a source table.
Use query — Switches the source definition from table to query.
Query — Allows you to select an existing query for the source definition.
New Query — Enables you to define a new query.
Data Source — Allows you to display the contents of the selected source table or query.
Filter — Enables you to define a filter condition that specifies which items from the source table
or tables defined in a query will be imported by the software.

Target
Contains the target definition options.
Target item type — Allows you to select a target item type list.
When defining a data link for importing operating case data, make sure
that you select EquipmentOperatingCase.

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 Windows and Dialog Boxes

View Data — Allows you to display the contents of the target item type list.
Code adaptation — Allows you to select a property code adapted for use with the current data
link.
New Code — Opens the Code Adaptation wizard that enables you to define a new code
adaptation.

Map the Fields of the Source Table and Target Item Type
Properties (Data Link Wizard)
Allows you to map the fields of the source table and the target item type properties.

Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next page
when the page is in normal-size mode.
Source — Allows you to select a source field and drag it to a Source Field box in the Target
pane.
Data Source — Allows you to display the contents of the selected source table.
Target — Displays the target item type fields, their type, default value, and the mapped source
field. Also, allows to set field uniqueness by selecting the Key check box. Fields displayed in
light gray are defined as read-only in the Data Dictionary. The software overwrites the data in
the mapped fields with the source data regardless of whether they are read-only or not.
Key — Defines a field as unique to make the software check that the contents of the imported
data in this field is unique. Import Manager will insert or update the data according to the import
mode settings. You can define a combination of field uniqueness by selecting the Key check
box next to several target fields. However, you must set at least one field as unique.
Displayed Name — Shows the name of the target field as it is displayed in Smart Electrical.
Type — Displays the type of the target field. For example, a numeric field, text field, select list,
and so forth.
Default Value — Displays the default values for the attributes as they are defined in the Data
Dictionary.
Source Field — Displays the mapped source field that you dragged from the Source
pane. You can determine the expression that will be displayed in the software after importing
the data. Right-click a Source Field value and select Expression Builder, Expression UOM,
or Get Value From List depending on the type of the selected field. A scissors icon indicates
that the field is shorter that the source data and therefore it will be truncated.
View Data — Allows you to display the contents of the selected target item type properties.
Complete list — Select to display the properties of related items.
Show mapped fields only — Select to display mapped fields only.

▪ Mapping to target properties whose display names contain one or more dots will import the
source data, but these properties will be marked as key indexes.
▪ There are special mapping requirements for the import of operating case data. For details,
see Importing Operating Case Data (on page 24).

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 Windows and Dialog Boxes

Completing the Data Link Wizard (Data Link Wizard)

Allows you to display the link summary and create the link.
View — Opens the Internet Explorer and displays the link definitions.
Finish — Closes the wizard and creates the link.

Expression Builder Dialog Box

Allows you to determine the expression that the software will display after importing the data.
Expression — Allows you to define the required expression.
Text — Allows you to type the text of the expression. For example, C1 for a cable name.
Attribute — Allows you to select a property for which you are building the expression.
Start — Defines the starting character of the expression.
Length — Allows you to type the number of characters to set the expression length.
Add — Adds another expression row.
Delete — Deletes the selected expression row.
Preview command button — Allows you to display the expression in the Preview box.
Preview — Displays the current expression.

Export Links Dialog Box

Allows you to select existing links that you want to save as an XML file. You can then use this
file to import the saved links.
Tree View — Contains all the existing links in the current import project. Expand the tree
hierarchy and select the check boxes beside the links you want include in the export.

Filter Dialog Box

Allows you to define a filter expression that filters the selected source table. This way you can
import only specific items that you include in the filter expression.
Field — Allows you to select a field from the current source table.
Operator — Allows you to select a filter operator. The operators are as shown below.

Operator Description

= Equal to

> Greater than

< Less than

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 Windows and Dialog Boxes

Operator Description

<> Not equal to

>= Greater than or equal to

=< Less than or equal to

Like A value that is similar to the one in the [value] field.

You can use the following wildcard characters:
% - any combination of characters.
_ (underscore) - any single character

Not Like A value that is different to the one in the [value] field.
You can use the following wildcard characters:
% - any combination of characters.
_ (underscore) - any single character

Value — Allows you to type a filter value.

OR — Adds an "OR" expression to the filter.
AND — Adds an "AND" expression to the filter.
Add — Adds another expression row.
Clear Filter — Resets the current filter expression.
Data Window — Displays the current filter expression. Also, allows you to type and edit a filter
expression.

Import Links Dialog Box

Allows you to import an XML file that contains saved links. You can then run these links to
import data.
Importing from — Displays the file path of the XML file from which you are importing the links.
Tree View — Contains all the existing links in the selected XML file. Expand the tree hierarchy
and select the check boxes beside the links you want to import.

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 Windows and Dialog Boxes

Link Group Dialog Box

Allows you to create a new link group.
Link group — Allows you to type a link group name.

Lookup Table Link Wizard

Enables you to create a new lookup table link or edit the properties of an existing lookup table
link.
Define the Lookup Table Link Name Page (see "Define the Lookup Table Link Name (Lookup
Table Link Wizard)" on page 45)
Source and Target Definition Page (see "Source and Target Definition (Lookup Table Link
Wizard)" on page 45)
Map the Lookup Table Fields Page (see "Map the Lookup Table Fields (Lookup Table Link
Wizard)" on page 46)
Completing the Lookup Table Link Wizard Page (see "Completing the Lookup Table Link Wizard
(Lookup Table Link Wizard)" on page 46)

Define the Lookup Table Link Name (Lookup Table Link

Wizard)
Defines the lookup table link name and description. An asterisk beside a label indicates
required data.
Link — Allows you to type a link name.
Description — Allows you to type a link description.

Source and Target Definition (Lookup Table Link Wizard)

Sets the source table, target lookup table item type and lookup table item. An asterisk beside a
label indicates required data.

Source
Contains the source definition options.
Source table — Allows you to select a source table.
Use query — Switches the source definition from table to query.
Query — Allows you to select an existing query for the source definition.
New Query — Enables you to define a new query.
Data Source — Allows you to display the contents of the selected source table or query.
Filter — Enables you to define a filter condition that specifies which items from the source table
or tables defined in a query will be imported by the software.

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 Windows and Dialog Boxes

Target
Contains the target definition options.
Lookup table item type — Allows you to select a target item type.
Lookup table item — Allows you to select a target item.

Map the Lookup Table Fields (Lookup Table Link Wizard)

Allows you to map the fields of the source table to the target lookup table.

Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next page
when the page is in normal-size mode.
Source — Allows you to select a source field and drag it to a Source Field box in the Target
pane.
Data Source — Allows you to display the contents of the selected source table.
Target — Displays the target lookup table fields, their input/output settings, and the mapped
source field.
Displayed Name — Shows the name of the target field as it is displayed in Smart Electrical.
Input/Output — Displays how the software uses the property when you apply the lookup table
to an electrical item.
Source Field — Displays the mapped source field that you dragged from the Source pane.
View Data — Allows you to display the contents of the selected target lookup table.

Completing the Lookup Table Link Wizard (Lookup Table

Link Wizard)
Allows you to display the link summary and create the link.
View — Opens the Internet Explorer and displays the link definitions.
Finish — Closes the wizard and creates the link.

Open Plant Group Dialog Box

This dialog box appears when you click File > Open > Plant Group and it allows you to
navigate to a specific plant item within a plant.
Expand the hierarchy to the required level and select the item where you want to work.
Select Plant — Opens a dialog box with a list of plants for selection.

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 Windows and Dialog Boxes

Open Plant Structure Dialog Box

Displays the structure of the plant to which you are connected. Enables you to set options for
connecting to a site with a different plant structure.
Available plant structures — Lists the available plant structures. You can select only one
plant structure at a time.
Application type — Displays the application associated with this database.
Open — Connects you to the selected database and checks whether you have the correct
access privileges for the selected plant.
Site Server — Opens the Open Site Server dialog box, where you can select an initialization
file from local and network directories. Plants that correspond to the initialization file you
choose are subsequently displayed in the list of available plants in the database.

Options Dialog Box

Sets options for defining default import mode settings.
General Tab (see "General Tab (Options Dialog Box)" on page 47)
Data Source Tab (see "Data Source Tab (Options Dialog Box)" on page 48)

General Tab (Options Dialog Box)

Sets default import options and thus enables you to run Import Manager without the need to
redefine the settings that determine how Import Manager handles the source data.

Default database import link XML file — Displays the default link XML file after clicking
and selecting the required file.

Default import log file — Displays the default import log file after clicking and selecting
the required file.

Default import mode

Update options — Enables you to select the default mode for updating the target
properties. The options are:
▪ Update all target properties — Updates all the target properties by overwriting the values
in the target properties with the source values and also by writing data in empty target
properties.
▪ Update only target properties without values — Updates only those target properties that
do not contain any values.

Miscellaneous
Do not insert new records — Overwrites the existing target data according to the key
selections in the Data Link Wizard without inserting new source records.

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 Windows and Dialog Boxes

Create and calculate related data for imported properties — Creates appropriate items and
calculates specific values in the target database when the software imports an item that triggers
the creation of other items and calculates relevant properties.
We strongly recommend that you select this option to ensure the integrity of the
imported data.

Data Source Tab (Options Dialog Box)

Defines the connection to the source database.
Provider — Displays the OLE DB provider for the type of data you want to access.
Data source — Displays the file path of the source file or database.
Password — Displays the password to use for authentication when you log on to the data
source.
User ID — Displays the user ID to use for authentication when you log on to the data source.
Initial catalog — Displays the initial catalog information. (Applicable to MS SQL Server only.)
Integrated security — Displays the integrated security property information. (Applicable to MS
SQL Server only.)
Persist security information — Displays the persist security property information. (Applicable
to MS SQL Server only.)
Properties — Opens the Data Link Properties dialog box, where you can modify the
connection settings to the current source.
New — Opens the Data Link Properties dialog box where you define a new data source.
Test — Click to attempt a connection to the specified data source. If the connection fails,
ensure that the settings are correct. For example, spelling errors and case sensitivity can cause
failed connections.
Preview — Opens the Source Data window (on page 52), where you can view and edit the
contents of the selected source database.

Code Adaptation Wizard

When importing data from a non-Smart Electrical database, it is most likely that the property
codes used in the source database are different from the property codes used in your target
Smart Electrical database. Therefore, you are required to adapt these property codes to the
codes used in your target Smart Electrical database. This wizard enables you to make this
adaptation.
Define the Code Name and Description Page (see "Define the Code Name and Description
(Code Adaptation Wizard)" on page 49)
Define the Property Code Page (see "Define the Property Code (Code Adaptation Wizard)" on
page 49)
Completing the Code Adaptation Page (see "Completing the Code Adaptation (Code Adaptation
Wizard)" on page 50)
See Also
Adapt Property Codes (on page 10)

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 Windows and Dialog Boxes

Define the Code Name and Description (Code Adaptation

Wizard)
Defines the property code adaptation name and description. An asterisk beside a label
indicates required data.
Code — Allows you to type a code name.
Description — Allows you to type a code description.

Define the Property Code (Code Adaptation Wizard)

Defines the source property codes and maps them to the properties in the target Smart
Electrical database. Note that you can define property codes for one target item type only. If
you want to define property codes for another target item type, start a new session of this
wizard. An asterisk beside a label indicates required data.
Item type — Allows you to select a Smart Electrical item type.
Properties — Allows you to select a target item type property for which you want to define an
adaptation code.
Property map — Enables you to map the codes from the source database to the property
codes in the Smart Electrical database.
Source Value — Displays the source property code that you want to adapt to a target
property. You added this code on the Code Adaptation dialog box.
Target Value — Displays the target Smart Electrical property mapped to the source code that
you added on the Code Adaptation dialog box.
Add — Opens the Code Adaptation dialog box that allows you to add or modify source and
target code values that the software will adapt at the completion of the Code Adaptation
Wizard.
Remove — Enables you to remove a code adaptation row defined for the current item type
property.
Edit — Opens the Code Adaptation dialog box where you can modify the source and target
code values for the current item type property.

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 Windows and Dialog Boxes

Completing the Code Adaptation (Code Adaptation Wizard)

Allows you to display the property code adaptation settings for the current item type.
View — Opens the Internet Explorer and displays the code adaptation details for the current
item type.

Select List Expression Builder Dialog Box

Allows you to determine a select list expression that the software will display after importing the
data.
Select list — Allows you to select a select list for the current value.

Select List Link Wizard

Enables you to create a new select list link or edit the properties of an existing select list link.
Define the Select List Link Name Page (see "Define the Select List Link Name (Select List Link
Wizard)" on page 50)
Source and Target Definition Page (see "Source and Target Definition (Select List Link Wizard)"
on page 50)
Map the Source Fields and the Target Select List Properties Page (see "Map the Source Fields
and the Target Select List Properties (Select List Link Wizard)" on page 51)
Completing the Select List Link Wizard Page (see "Completing the Select List Link Wizard
(Select List Link Wizard)" on page 51)

Define the Select List Link Name (Select List Link Wizard)
Defines the select list link name and description. An asterisk beside a label indicates required
data.
Link — Allows you to type a link name.
Description — Allows you to type a link description.

Source and Target Definition (Select List Link Wizard)

Allows you to select a source table and target select list. An asterisk beside a label indicates
required data.

Source
Contains the source definition options.
Source table — Allows you to select a source table.
Use query — Switches the source definition from table to query.
Query — Allows you to select an existing query for the source definition.

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 Windows and Dialog Boxes

New Query — Enables you to define a new query.

Data Source — Allows you to display the contents of the selected source table or query.
Filter — Enables you to define a filter condition that specifies which items from the source table
or tables defined in a query will be imported by the software.

Target
Contains the target definition options.
Target select list — Allows you to select a target select list.
View Data — Allows you to view the contents of the selected target select list.

Map the Source Fields and the Target Select List Properties
(Select List Link Wizard)
Allows you to map the fields of the source table to the target select list properties. If a source
select list is dependent on another select list, the software also lets you map the source parent
select list property with the target parent select list property.

Click Expand to view the page in full screen mode. Click Expand again, to
continue and return the page to normal-size mode. You can only continue to the next page
when the page is in normal-size mode.
Source — Allows you to select a source field and drag it to a Source Field box in the Target
pane.
Data Source — Allows you to display the contents of the selected source table.
Target — Displays the target select list properties and the mapped source fields.
Property — Displays the Value, Short Value and Parent select list properties. Note that only
the Value properties are displayed in Smart Electrical select lists.
Source Field — Displays the mapped source field that you dragged from the Source pane.
View Data — Allows you to display the contents of the selected target lookup table.

Completing the Select List Link Wizard (Select List Link

Wizard)
Allows you to display the link summary and create the link.
View — Opens the Internet Explorer and displays the link definitions.
Finish — Closes the wizard and creates the link.

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 Windows and Dialog Boxes

Source Data Window

Displays the data of the selected source database. Also, allows you to edit the values in the
Data tab.
Tree view — Displays the tables of the source database. Select a table to display its columns
in the Columns tab.
Columns — Displays the columns of the table you selected in the tree view.
Data — Displays the column data of the selected source table. You can edit the data after
clicking on the toolbar.

Query Wizard
Enables you to create a query that you can use to define a source that combines various tables
belonging to the selected source database or various files of the same type (.txt, .csv, and so
forth). You select any number of files or tables of the selected source database and then define
the relationships between selected tables of this database. You can then use the defined query
when creating a link.
Define the Query Name and Description Page (see "Define the Query Name and Description
(Query Wizard)" on page 52)
Select the Source Tables Page (see "Select the Source Tables (Query Wizard)" on page 53)
Define the Relationships Between Tables Page (see "Define the Relationships Between Tables
(Query Wizard)" on page 53)
Query Results Page (see "Completing the Source Query - Query Results (Query Wizard)" on
page 53)

Define the Query Name and Description (Query Wizard)

Defines the source query name and description.
Query — Allows you to type a query name.
Description — Allows you to type a query description.

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 Windows and Dialog Boxes

Select the Source Tables (Query Wizard)

Enables you to select the required source tables for the source query.

Source Tables — Lists all the available tables in the current source database. Click to
select the highlighted table.
Selected Tables — Lists the all the tables you selected for the source query.

Define the Relationships Between Tables (Query Wizard)

Enables you to define the relationships between the source tables in the source query.
Left Table — Allows you to select a source table that you want to join with another source table.
Left Column — Allows you to select a column that corresponds to the data compatible with the
column selected from the Right Column list.
Right Table — Allows you to select a source table that you want to join with the table you
selected from the Left Table list.
Right Column — Allows you to select a column that corresponds to the data compatible with
the column selected from the Left Column list.
Add — Click to add a new row.
Delete — Click to delete the selected row.

Completing the Source Query - Query Results (Query

Wizard)
Allows you to display the source query results.
Examine the source query information and click Finish to make the query.

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Index
duplicating links • 31
A
Association Link wizard • 36, 37 E
association definition • 37 exiting • 30
association source definition • 36 export links • 23
completing the link • 37 Export Links command • 33
link name definition • 36 Export Links Dialog Box • 43
association links • 14 Expression Builder Dialog Box • 43

C F
Code Adaptation Dialog Box • 38 Filter Dialog Box • 43
codes • 10, 29, 48 Find command • 31
adapting property codes • 10
new code adaptation command • 29 G
Property Code Adaptation Wizard • 48
commands • 30, 34 groups • 22
Open Plant Group • 30 groups of links • 19
Printable Guides • 34 running a group link • 22
common tasks • 8
connecting • 47 H
to databases • 47 hierarchy selection • 46
to plant structures • 47
coomand line • 22
copyrights • 34
I
import links • 23
Import Links command • 33
D Import Links Dialog Box • 44
Data Deletion Link wizard • 39, 40 Import Manager • 7, 8
completing the link • 40 common tasks • 8
link name definition • 39 overview • 7
mapping fields • 39 import options • 8, 9, 47, 48
Source and Target Definition • 39 Data Source tab (Options) • 48
data deletion links • 18, 19 default settings • 8
duplicating data links • 19 General tab (Options) • 47
Data Link wizard • 40, 41, 42, 43 updating source connection • 9
completing the link • 43 item types • 10
import mode definition • 40 adapting property codes • 10
link name definition • 40
mapping fields • 42
Set Import Mode page • 41
L
source and target definition • 41 Large Icons command • 32
data links • 12, 14, 19 legal information • 34
duplicating as data deletion links • 19 Link Group Dialog Box • 45
transformers • 14 links • 12, 14, 16, 17, 18, 19, 21, 22, 23, 29,
data source preview • 52 31, 33
opening • 47 association links • 14
default import options • 8 create a link group • 19
deleting links • 31 data deletion links • 18

Intergraph Smart Electrical Import Manager User's Guide 54

 Index

data links • 12
deleting • 31
duplicating • 31
duplicating data links as deletion links •
19
export links • 23
finding • 31
import links • 23
lookup table links • 16
new association link command • 29
new data deletion link command • 29
new data link command • 29
properties • 31
renaming links • 31
running • 21
running a group • 22
running from command line • 22
select list links • 17
test link command • 33
testing • 21
transformers • 14
List command • 32
Log File command • 32
Lookup Table Link wizard • 45, 46
completing the link • 46
source and target definition • 45
lookup table links • 16
Lookup Table wizard • 45, 46
link definition • 45
mapping fields • 46

M
menu commands • 30, 34
Open Plant Group • 30
Printable Guides • 34
Move Down command • 31
Move Up command • 31

N
new import project command • 29
new link group command • 30
new lookup table command • 30
new select list command • 29

O
Online Help • 34

Intergraph Smart Electrical Import Manager User's Guide 55