SPI Configure Users Guide

I-Configure
User's Guide
Version 2014 (5.0)
December 2013
DISO-PE-200007D
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2 I-Configure User's Guide

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I-Configure User's Guide 3

Contents
Preface .......................................................................................................................................................... 9
What's New In I-Configure ........................................................................................................................ 11
I-Configure.................................................................................................................................................. 13
Configuration Files ................................................................................................................................ 14
Common Tasks ..................................................................................................................................... 16
The I-Configure Interface ...................................................................................................................... 18
Project Defaults and Attributes ................................................................................................................ 23

Add a new attribute ............................................................................................................................... 25
Edit an attribute ..................................................................................................................................... 25
Delete an attribute ................................................................................................................................. 26
Import PipeHeader attributes ................................................................................................................ 26
Create an attribute expression .............................................................................................................. 26
Project Defaults Dialog Box .................................................................................................................. 30
Attribute Dialog Box .............................................................................................................................. 37
New Attribute Dialog Box ...................................................................................................................... 38
Build Expression Dialog Box ................................................................................................................. 39
Isometric Directories ................................................................................................................................. 41

Create a new isometric directory .......................................................................................................... 41
Connect to an isometric directory ......................................................................................................... 42
Delete an isometric directory ................................................................................................................ 42
Create a copy of an isometric directory ................................................................................................ 42
Disconnect from an isometric directory ................................................................................................. 43
Isometric Directory Properties ............................................................................................................... 43
Isometric Projects ..................................................................................................................................... 45

Create a new isometric project ............................................................................................................. 46
Define project access rights .................................................................................................................. 47
Set up an isometric project on a network server................................................................................... 48
Connect to a network isometric project ................................................................................................. 49
Enable an isometric project ................................................................................................................... 49
Delete an isometric project ................................................................................................................... 50
Create a copy of an isometric project ................................................................................................... 50
New Project Dialog Box ........................................................................................................................ 50
Enable Project Dialog Box .................................................................................................................... 51
Project Access Rights Dialog Box ......................................................................................................... 51
Backup Isometric Projects .................................................................................................................... 52
Create a backup of an isometric project ......................................................................................... 52
Backup Project Dialog Box ............................................................................................................. 52
Import Isometric Projects ...................................................................................................................... 54
Import a PipMan project ................................................................................................................. 55
Import a Spoolgen 4 project ........................................................................................................... 55
Import an I-Configure-based project............................................................................................... 56

Contents
Import an isometric project from backup ........................................................................................ 56

Import Project Dialog Box ............................................................................................................... 57
Import Project from Backup Dialog Box ......................................................................................... 57
Isometric Project Properties .................................................................................................................. 59
Name .............................................................................................................................................. 60
Path ................................................................................................................................................ 60
Source ............................................................................................................................................ 60
AppList ............................................................................................................................................ 60
AppCount ........................................................................................................................................ 60
WeldGaps ....................................................................................................................................... 61
ElbowConversion ............................................................................................................................ 62
ChangeStyleList ............................................................................................................................. 63
AccessRights .................................................................................................................................. 63
SystemXML .................................................................................................................................... 63
ProjectXML ..................................................................................................................................... 64
LockedBy ........................................................................................................................................ 64
IsoDirectoryName ........................................................................................................................... 64
SystemMaterialManagerXML ......................................................................................................... 64
ProjectMaterialManagerXML .......................................................................................................... 64
SystemMaterialDataXML ................................................................................................................ 64
ProjectMaterialDataXML................................................................................................................. 64
Isometric Drawing Styles .......................................................................................................................... 65

Create a new isometric drawing style ................................................................................................... 67
Create a user template ......................................................................................................................... 68
Select an isometric drawing style.......................................................................................................... 69
View ISOGEN controls .......................................................................................................................... 69
Create a copy of an isometric drawing style ......................................................................................... 70
Delete an isometric drawing style ......................................................................................................... 70
Edit isometric drawing properties .......................................................................................................... 71
New Style Dialog Box ........................................................................................................................... 71
Backup Isometric Style Settings ........................................................................................................... 71
Create a backup of an isometric drawing style .............................................................................. 72
Backup Style Dialog Box ................................................................................................................ 72
Import and Export Isometric Drawing Style Settings ............................................................................ 73
Import isometric drawing style settings from file ............................................................................ 74
Import isometric drawing style settings from backup ..................................................................... 74
Import an isometric drawing style fragment.................................................................................... 75
Export isometric drawing style settings .......................................................................................... 75
Import Style Dialog Box .................................................................................................................. 76
Import Style from Backup Dialog Box ............................................................................................. 76
Isometric Drawing Style Properties ....................................................................................................... 77
Name .............................................................................................................................................. 78
Path ................................................................................................................................................ 78
ExportBehaviour ............................................................................................................................. 78
StyleState ....................................................................................................................................... 78
StyleType ........................................................................................................................................ 79
ProjectName ................................................................................................................................... 79
Options ........................................................................................................................................... 79
CanWrite ......................................................................................................................................... 79
CanExport ....................................................................................................................................... 79
Output Format ................................................................................................................................ 80

Contents
Drawing Size .................................................................................................................................. 80

Drawing Frame ............................................................................................................................... 81
Plot File Path .................................................................................................................................. 81
Isometric Type ................................................................................................................................ 81
North Direction ................................................................................................................................ 82
Units................................................................................................................................................ 82
Material List .................................................................................................................................... 83
Weld List ......................................................................................................................................... 83
Cut List ........................................................................................................................................... 83
Reports ........................................................................................................................................... 84
Index ........................................................................................................................................................... 85

Contents

Preface
This document is a user's guide for I-Configure and provides conceptual information and
procedural instructions for creating and managing the isometric directories, projects, and styles
used by other 2D piping solutions and 3D plant design software products to generate isometric
®
drawings and reports using ISOGEN . The content is identical to the online Help that is
delivered as part of the I-Configure software.
Intergraph gives you permission to print as many copies of this document as you need for
non-commercial use at your company. You cannot reprint this document for resale or
redistribution outside your company.
We welcome comments or suggestions about this documentation. You can send us an email at:
PPMdoc@intergraph.com.
Documentation updates for supported software versions are available from eCustomer
(https://www.crmweb.intergraph.com).

Preface

What's New In I-Configure
The following changes have been made to I-Configure:
Version 2014 (5.0)
 I-Configure has been enhanced to include ISOGEN Configuration. ISOGEN Configuration is
a self-contained tool that that brings together all of the 900+ ISOGEN controls in a single
environment for viewing and editing. For more information, see ISOGEN Configuration
User's Guide. You can access this guide using the I-Configure Help > Printable Guides
command in the software.
 The functionality listed below has been removed from I-Configure and is now available
exclusively in ISOGEN Configuration. ISOGEN Configuration is a self-contained tool that
that brings together all of the 900+ ISOGEN controls in a single environment for viewing and
editing. For more information, see ISOGEN Configuration in I-Configure (on page 13).
 Detail panel
 Wizards menu
 Drawing Setup Tool, Dimensioning Wizard, Welding Wizard, Reports Wizard, and
Detail Sketch Manager
 Preview Drawing, Find, and Save commands
 The Overview panel has been removed from the software. The property data previously
displayed in the Overview panel for a selected isometric drawing style now displays in the
Properties panel. For more information, see Isometric Drawing Style Properties (on page
77).

What's New In I-Configure

SECTION 1
I-Configure
I-Configure™ allows you to create and manage the isometric directories, projects, and styles
that are used by 2D piping solutions and 3D plant design products to generate isometric
®
drawings and reports using ISOGEN . ISOGEN is the industry-standard software for the
automatic production of piping isometric drawings. It is integral to most of the major 2D piping
solutions products and 3D plant design systems on the market and is used in the vast majority
of process plant projects involving the design of pipe work.
A significant factor in the success of ISOGEN is its broad range of configuration options.
Virtually everything about the piping isometric drawing, from the dimensioning style and format
of weld and part numbers to the location and layout of the material take-off, is configurable. This
allows you to produce isometric drawings to your own specifications.
I-Configure includes the features listed below:
 Support for projects and styles created in Project Manager (PipMan).
 Quick access to a user-interface for configuring ISOGEN controls.
 Connections to network projects.
 Explorer-type windows to navigate available projects and styles.
 XML files for storage of project and drawing style information.
 Password protection to avoid unauthorized alterations to projects and styles.
ISOGEN Configuration
ISOGEN Configuration, which is accessed directly from inside the I-Configure software, controls
all of the options related to the appearance and information content of ISOGEN's drawing and
report output. ISOGEN Configuration delivers a single, streamlined interface for setting isometric
drawing style properties and defining report content. Using ISOGEN Configuration helps simplify
the customization of the piping isometric drawings and reports produced by ISOGEN. Any
modifications that you make can then be saved to the style XML file for future use. For more
information, see Isometric Drawing Properties in Isometric Drawing Styles (on page 65).
For isometric drawing generation, you can choose from hundreds of properties to set, some of
which must be set in combination with other properties. To assist you in doing this, ISOGEN
Configuration provides two tools that guide you through setting particular sets of related
properties and output data: the Drawing Setup Tool and the Detail Sketch Manager.
 Drawing Setup Tool - Helps you configure the drawing template. This is usually a company
standard backing sheet on which ISOGEN plots the drawing and related data such as the
material take-off, welding report, and project-related data. The setup tool has a graphical
interface, overlaying the location of key items onto the backing sheet.

I-Configure
 Detail Sketch Manager - Helps you configure detail sketches for isometric drawing output.
It allows you to place parameters on the selected detail sketch so that correct relevant
values, such as weld numbers, part number, and angles, are displayed on the isometric
drawing.
For more information, see Drawing Configuration Tools in the ISOGEN Configuration online
Help.
Sample Project Data

Any product that uses I-Configure supports the installation of a sample Tutorial project that you
can use to help you get started with the software. The Create Tutorial Project utility creates a
properly configured project structure that includes a sample isometric directory (SampleIsoDir)
and a sample project (Tutorial). By default, the sample project contains a complete set of
sample isometric drawing styles that are used to determine the content and appearance of the
ISOGEN drawing, as well as sample material data and sample piping specifications.
If you alter the sample Tutorial project in anyway, you can use the Create Tutorial
Project utility to restore its out-of-the-box default settings.
Do not use the Tutorial project as a basis for production work. Subsequent
installations of the same application overwrite the Tutorial project. As such, if you make changes
to the Tutorial project that you need to keep, rename the SampleIsoDir folder or the project
before re-installing any software that installs and runs the Create Tutorial Project utility
(CreateTutorial.exe) as part of its installation, or before running Create Tutorial Project from
the Start menu.
Configuration Files
I-Configure stores configuration information in the XML files listed below:
Create Tutorial Configuration File

The CreateTutorial_<application name>.xml file controls the creation of the tutorial project. Each
product installs its own version of this file.
This configuration file uses the same syntax as the ProjectConfig_<application name>.xml file
but also supports the setting of project defaults to specific values.
Isometric Directory List File

The IsoDirList.xml file contains the list of isometric directories set-up on the current machine.
I-Configure creates this configuration file: %ALLUSERSPROFILE%\Application Data\Alias.
 Windows 2000, XP, 7 - ALLUSERSPROFILE = Documents and Settings\All Users
 Windows NT - ALLUSERSPROFILE = WINNT\Profiles\All Users
Project Data Configuration File

The Project_Data.xml file stores application-specific project defaults and other project level data.
For example, in the file name P1000_Data.xml, P1000 is the name of the project. Each project
folder contains a Project_Data.xml file.

I-Configure
Project Configuration File

The structure of I-Configure projects is controlled by the ProjectConfig_<application name>.xml
file configuration file. This configuration files is application-specific. For example, there is a file
called ProjectConfig_Spoolgen.xml that defines SmartPlant Spoolgen projects and another
called ProjectConfig_SPIsometrics.xml for SmartPlant Isometrics projects. In a default
installation, the ProjectConfig_<application name>.xml file is delivered to <Installation
Folder>:\Program Files\Common Files\Intergraph\I-Configure\Application Data folder.
Although projects are application-specific, they can be enabled for multiple applications from the
same source. The project configuration file defines:
 Any data files that must be copied to the project (or isometric style).
 Any folders that must be created.
 Any mandatory isometric styles that must be created. For example, SmartPlant Spoolgen
must have an isometric style called SGImport and one called Spool.
 Any application-specific project defaults.
When you create a new isometric project, you must use the Application list to specify
the associated application. The software displays a list of supported applications in the
Application list on the New Project dialog box, depending on what products are installed. For
more information, see Isometric Projects (on page 45).
User-specified ProjectConfig_<application name>.xml file

If the software finds a file with the name UserProjectConfig_<application name>.xml in the same
folder as the supplied ProjectConfig_<application name>.xml file, it uses that file to define the
project structure, isometric style content, and so on. This allows you to create a customized
project configuration that is not overwritten by the next installation of I-Configure. For example, if
both UserProjectConfig_SPIsometrics.xml and ProjectConfig_SPIsometrics.xml are found in the
same folder, the software uses the former XML configuration file when you set-up a new project.
Initial Settings
The syntax in ProjectConfig_<application name>.xml file allows you to specify an initial setting
(in the form of an XML file) for any property using the following syntax:
<SetProjectProperties PROPERTY='FILENAME' />
Consider the following example:
<SetProjectProperties
WeldGaps='$APPCONFIG$\Application Data\WeldGaps_Template.xml'
ElbowConversion='$APPCONFIG$\Application
Data\ElbowConversion_Template.xml'/>
I-Configure then loads the specified property with the contents of the specified file.
For information about creating a custom ProjectConfig_<application name>.xml file, see
Create a user template (on page 68).

I-Configure
Project List File

Each isometric folder contains a ProjectList.xml file, which contains a list of projects and styles.
Project Pipeline Configuration File

The ProjectPipeline.xml file is an application-specific configuration file that can be present in the
project folder. The ProjectPipeline.xml file contains the user-specified extensions to pipeline,
component, weld and bolt attributes that have been defined for the project.
Style Configuration File

Each isometric style folder contains a <Style Name>.xml file, such as Final-Basic.xml or
Check.xml, which is used to store style configuration data for that isometric drawing style. To
help you get started with I-Configure, a set of template styles is delivered with the software.
However, before an isometric style can be used by an application, it must first be exported.
 If you have not already exported the isometric style, the application can perform this step for
itself.
 For a list of the template drawing styles delivered with the software, see Isometric Drawing
Styles (on page 65).
Although you can view configuration files using Internet Explorer, you must not modify
their contents.
See Also
Create a New Isometric Project (on page 46)
Export Isometric Drawing Style Settings (on page 75)
Isometric Drawing Styles (on page 65)
Project Defaults and Attributes (on page 23)
View Isogen Controls (on page 69)
Common Tasks
The tasks listed below are frequently used when working with I-Configure:
Configure Project Defaults and Attributes

Project defaults are application-specific properties. Attributes are the same regardless of the
application and can be set for the pipeline, component, weld, bolt, spool, or material basis. For
more information, see Project Defaults and Attributes (on page 23).
Create Isometric Directories

The isometric directory is a container for projects. Typically, a single isometric directory contains
multiple projects. It can be located anywhere, including a network drive. For more information,
see Create a new isometric directory (on page 41) and Connect to an isometric directory (on
page 42).

I-Configure
Create Isometric Projects

The isometric drawing styles used by ISOGEN to create specific types of drawings are
contained within projects. You can create a stand-alone isometric project that supports only a
single user or an isometric project that exists in a network configuration that can be accessed by
multiple users simultaneously. For more information, see Create a new isometric project (on
page 46) and Set up an isometric project on a network server (on page 47).
Import Data from External Sources

You can import isometric projects from several external sources. When you import an isometric
project, it is shown immediately in the project view panel. For more information, see Import
Isometric Projects (on page 54).
Backup Isometric Project Data

You can save an isometric project and its associated references to external files in a single
folder. In addition, you can also choose to include any existing output files such as drawings and
reports, in the backup. For more information, see Backup Isometric Projects (on page 51).
Create Isometric Styles

You can add a new isometric drawing style that is based on any one of the template files that
are delivered with the product. For more information, see Create a new isometric drawing style
(on page 67).
Import Data from External Sources

You can import drawing styles into an isometric project from several external sources. When you
import an isometric drawing style, it is shown immediately in the Project View panel. For more
information, see Import and Export Isometric Drawing Style Settings (on page 72).
Develop the Look and Feel of Drawings

You can change the look and feel of an isometric drawing by changing the isometric drawing
style properties using ISOGEN Configuration. A drawing style property can specify anything
from drawing content to the system controls for output definition. For more information, see Edit
isometric drawing properties (on page 71).

I-Configure
The I-Configure Interface

I-Configure provides an environment for creating and managing the isometric directories,
projects, and styles used by Personal ISOGEN for isometric drawing generation. The Main
window, which is shown below, consists of six components, each of which you can use to view
project-related data or to perform a specific task
1 - Menu Bar
Click the name of a menu to display the menu commands. Many menu commands have
equivalent keystrokes, such as CTRL+C for the Copy command, that you can use to quickly
perform an action.
2 - Toolbar
Toolbars are groups of icons that provide rapid access to commonly used commands. They are
an alternative to using menu items or keyboard shortcuts.

I-Configure
The I-Configure toolbar allows quick and easy access to some of the most frequently used
commands.
New Isometric Directory - Creates a new isometric directory. For more information, see
Isometric Directories (on page 41).
New Project - Creates a new project. For more information, see Isometric Projects (on
page 45).
New Style - Creates a new style. For more information, see Isometric Drawing Styles (on
page 65).
Connect to Isometric Directory - Connects to an existing isometric directory. For more

information, see Connect to an isometric directory (on page 42).
Disconnect from Isometric Directory - Disconnects from an existing isometric

directory. For more information, see Disconnect from an isometric directory (on page 43).
Enable Project - Enables the project for application. For more information, see Enable
an isometric project (on page 49).
Copy - Copies the selected item and places it in the Copy buffer so that it can be pasted
elsewhere. You can copy isometric directories, projects, and styles.
Paste - Pastes the contents of the Copy buffer.
Delete - Deletes the selected item.
Project Defaults - Opens the Project Defaults dialog box in which you can view and
modify project defaults and attribute data. For more information, see Project Defaults and
Attributes (on page 23).
Export Style - Exports the current style settings. For more information, see Export
isometric drawing style settings (on page 75).
Help - Opens the on-line Help file. You can also press F1 to open the Help.

I-Configure
3 - Project View Panel

Displays the project hierarchy, which consists of an isometric directory (1), an isometric project
(2), and a collection of isometric drawing styles (3), in a tree view format. Clicking the + and -
boxes next to the isometric directory or project expands or collapses the tree structure, allowing
you to view the available styles and make modifications. You can use the Project View panel to
create, edit, and manage isometric directories, projects, and styles.
 I-Configure uses the color magenta to display existing PipMan projects and styles. PipMan
projects and styles (as read directly from the drive) cannot be modified in the software, but
they can be imported.
 You can also import projects and styles from other products. For more information, see
Import Isometric Projects (on page 54).
 When you right-click an object in the Project View panel, the software displays a shortcut
menu that provides quick access to the Copy, Paste, Delete, and Edit commands.
4 - Properties Panel
Displays the defined values for the object currently selected in the Project View panel. Each
object in the project hierarchy contains a set of related properties. For example, if you select an
isometric drawing style in the Project View panel, the Properties panel displays a simplified
overview of the key properties for the selected style, such as the output format, isometric type,
and whether material and weld lists are displayed on the drawing.
The values that object properties possess are determined by their purpose. For example, a
value can be a character or a number, a filename or file path, an ISOGEN attribute, or some or
other keyword used in an ISOGEN input control or output report file.
 Alphanumeric - Click once in the Value box, and type the alphanumeric value.
 Path - Double-click in the Value box to open the Browse to File dialog box. Navigate to the
required file or folder, and click OK.

I-Configure
 List - Double-click in the Value box, and select the required option from those available in
the list.
 Pop-up list - Double-click in the Value box, and select the required option from those
available in the list.
 Some properties are read-only and are set automatically by the software when other
properties are defined.
 You can display a shortcut menu when you right-click an object in the Properties panel. The
shortcut menu provides quick access to the Copy, Paste, Clear, and Edit commands.
 You can clear the value of a property using the Clear command on the shortcut menu.
 From the Properties panel you can open ISOGEN Configuration. ISOGEN Configuration
provides access to the nearly 1,000 existing ISOGEN setup properties, which you can
configure to customize isometric drawing and report output. For more information, see the
ISOGEN Configuration User’s Guide, available using the I-Configure Help > Printable
Guides command.
5 - Edit Button
Opens ISOGEN Configuration, which is used to set options for an isometric drawing style.
ISOGEN Configuration controls all of the options related to the appearance and information
content of the various isometric drawing styles. Any changes that you make can then be saved
to the style XML file.
6 - Status Bar
Displays summary information about the current project. The status bar is located at the bottom
of the I-Configure Main window
 1 - Current Isometric Directory

This field updates when another Isometric directory is selected in the Project View panel.
 2 - Current Project
This field updates when another project is selected in the Project View panel.
 3 - Current Style
This field only shows a valid style name when an isometric style is selected in the Project
View panel.
 4 - Contents of copy buffer
If the copy buffer is empty, as in after a Paste action, the field displays Empty.

I-Configure

SECTION 2
Project Defaults and Attributes
Opens the Project Defaults dialog box. Project defaults allow you to configure
application-specific properties. On the Project Defaults tab, you can view the default properties
that are available for the selected project. Because project defaults are application-specific, the
application, or product, being used determines which properties are displayed and can be
configured.
For detailed information about SmartPlant Spoolgen-specific or SmartPlant
Isometrics-specific project defaults, see the online Help delivered with the SmartPlant Spoolgen
or SmartPlant Isometrics software.
Attributes, though, are the same regardless of the application. Attributes can be set on a
pipeline, component, weld, bolt, spool, or material basis. The Attributes tab allows you to view
attribute values. When you double-click an attribute in the grid, the software opens the Attribute
dialog box, in which you can edit those values. The Attributes tab also allows you to access the
New Attribute dialog box so that you can create a new attribute.
Attribute Expressions
You can define an attribute as containing an expression that references other attributes in the
same collection and can contain functions. The value of the attribute is then the result of
evaluating the expression.
ATTRIBUTE1 = P-100-ABC
ATTRIBUTE2 = Left(“$ATTRIBUTE1$”,1) & Right(“$ATTRIBUTE1$”,3)
In the previous example, ATTRIBUTE2 contains an expression. Its value (as seen in the
properties dialog box in the software) is reported as PABC (the left-most character plus the
three right-hand characters from the string P-100-ABC).
A good analogy is a spreadsheet, where a cell can reference the contents of another cell
and built-in spreadsheet functions. Cells can contain both values and formulas.
Attribute expressions are built and tested using the Evaluation expression option when
defining an attribute on the Attribute and New Attribute dialog boxes. When creating an
attribute expression, follow the expression building rules listed below.
 References can be made only to other attributes in the same collection of attributes. That is,
you cannot reference a pipeline attribute from a component.
 References to other attributes are made using the $ATTRIBUTE_NAME$ syntax. The
ATTRIBUTE_NAME must be the underlying unique name for the attribute, not the Display
name setting on the Attributes tab (Project Defaults dialog box), which can be redefined
by the user. The Expression Builder is used to help build correctly-defined expressions.

 Expressions are evaluated using the VBScript engine. That is, the syntax of the attribute
expression must be valid VBScript syntax and can contain any function supported by that
language. If an expression cannot be evaluated, regardless of the reason, the value reported
is the original expression.
ATTRIBUTE2 = Left(“$ATTRIBUTE1$”,1) :
ATTRIBUTE2 would display “P”
ATTRIBUTE2 = Lft(“$ATTRIBUTE1$”,1)
ATTRIBUTE2 would display “Lft(“$ATTRIBUTE1$”,1)”
[Lft is not a valid VBScript function]
 If the expression is expecting a string-- for example, the Left function takes a string value for
its first argument--then the double quote (“) must be used around the attribute reference,
whether or not the referenced attribute is defined as a string is irrelevant.
 Valid - Left(“$ATTRIBUTE1$”,1)
 Invalid - Left($ATTRIBUTE1$,1)
 The attribute containing the expression must be defined as a string. All the piping object
data file (POD) user-specified attributes (ATTRIBUTE1..ATTRIBUTE200,
COMPONENT-ATTRIBUTE1..COMPONENT-ATTRIBUTE10) are suitable for use as
expressions.
Project Defaults Dialog Box (on page 29)
Attribute Dialog Box (on page 36)
Build Expression Dialog Box (on page 39)
New Attribute Dialog Box (on page 37)
What do you want to do?

 Add a new attribute (on page 24)
 Edit an attribute (on page 25)
 Delete an attribute (on page 25)
 Import PipeHeader attributes (on page 26)
 Create an attribute expression (on page 26)

Add a new attribute

1. Click Project Defaults . Alternatively, click Edit > Project Defaults.
The Project Defaults dialog box is displayed.
2. Click the Attributes tab.
3. Click New.
The New Attribute dialog box is displayed.
4. Use the Isogen attribute list to select the attribute to add.
Isogen attribute is the name used in the .PCF.
5. Define the remaining attribute values as needed, and then click OK.
The new attribute appears in its group on the Attributes tab of the Project Defaults dialog
box.
To specify that the attribute contains an expression, you must select Evaluate
expression. You can type an attribute expression directly into the Default value box, or click
Build to open the Build Expression dialog box (on page 39).
Edit an attribute
1. Click Project Defaults . Alternatively, click Edit > Project Defaults.
3. Double-click the attribute to edit.
The Attribute dialog box is displayed.
4. Edit the data as needed, and then click OK.
To specify that the attribute contains an expression, you must select Evaluate
expression. You can type an attribute expression directly into the Default value box, or click
Build to open the Build Expression dialog box (on page 39).

Delete an attribute
1. Click Project Defaults . Alternatively, click Edit > Projects.
3. Select the attribute to delete, and then click Remove.
 You can delete only user-specified attributes.

 Remove is available only when you select a user-specified attribute.
Import PipeHeader attributes

You can import project attributes from the PIPEHEADER-ATTRIBUTES section of a data
definition (DDF) file or from the Personal ISOGEN .pip file used in Project Manager (PipMan)
projects.
1. Click Project Defaults , and then click the Attributes tab.

2. Click Import on the Attributes tab.
3. In the Browse for Project Data dialog box, select the input file format from the Files of
type list.
4. Navigate to the file, select it, and then click Open to import.
If the Pipe Header attributes are imported, use care when using the external pipeline
attributes file.
Create an attribute expression

1. Do one of the following;
a. Add a new attribute (on page 24), and select Evaluate expression.
b. Edit an attribute (on page 25), and select Evaluate expression.
2. Click Build.
The software opens the Build Expression dialog box.

3. To add an attribute reference, double-click the required attribute in the Attributes list.
The attribute is inserted in the Expression edit box. In the example below, Pipeline
Reference is added.
4. To add a function reference, double-click the required function in the Functions list.
The function is inserted in the Expression edit box at the cursor position.

5. To test the expression, type a value for the referenced expression in the Attributes grid,
and click Test. For example, if Pipeline Reference is your attribute reference, you can type
CS150 in the Value box.
The software evaluates the expression using the values you entered, and displays the
results in the Results box. If the expression cannot be evaluated, an error message
appears in the Result box, indicating the cause.
In the example above, the Expression Builder is unable to successfully evaluate the
expression because of the errors listed below.
 The right parenthesis on the Left function must be placed after the
$PIPELINE-REFERENCE$.
 The Left function needs a parameter specifying how many characters to extract from
the left most end of the string.
 The $PIPELINE-REFERENCE$ must be enclosed in quotes.

 When you correct the syntax, as shown in the example below, and re-run Expression
Builder the result is C, the left-most character from the string CS150.
 The Attribute Editor control (AttributeEditor.ocx, 1.4 or later) supports the editing of
expressions (using the Expression Builder defined in the previous section). Clicking an
attribute that contains an expression displays the standard edit button ( ):
When you click Edit , the software displays the Expression Builder. The dialog box is
populated with current values of the attributes. Operation of the dialog box is the same as
described in the previous sections.
 Editing an expression in SmartPlant Spoolgen only affects the current POD file. In order to
change the expression for all future POD files in the project, the expression must be
changed in I-Configure project defaults as previously described.
See Also
Isometric Projects (on page 45)

Project Defaults Dialog Box

Displays information about attributes and application-specific properties.
Project Defaults Tab (Project Defaults Dialog Box)
You can modify any project default as needed. Some properties are typed entries: click once in
the Value box to place the cursor, and then type the required value. Other properties display a
Browse arrow ( ) when you click in the Value box. In some instances, clicking Browse
opens a dialog box in which you can navigate to and select the required file. In other instances,
clicking Browse displays a selection list from which you can select the required value.
Application - Specifies the software product to which the project defaults apply.
 Project defaults are product-specific.

 In the case of the default application, such as ISOGEN-R, no project defaults are displayed.
Attributes Tab (Project Defaults Dialog Box)
Lists the names of and default values for system and user-specified attributes. You can edit
values to be taken by system attributes, such as Pipe Spec, Revision, and so on. To edit
attribute values, double-click the required attribute to open the Attribute dialog box.
Context - Organizes the attribute groups listed below:
Pipeline Attributes
Displays the attributes that are specific to a pipeline. Pipeline attribute values can be output
to the isometric drawing (A) and to report files (B).

Pipeline Header Attribute Description
AREA data Identifies part of a project.
ATTRIBUTE1 data Provides up to 200 user-specified pipeline

to header attributes that can be used for any
ATTRIBUTE199 data purpose.
BATCH data Identifies part of a project.
BEND-RADIUS data Specifies the standard pulled bend radius.
Indicates the date, where D=Day, M=Month, and

DATE-DMY data
Y=Year. Specify in any order.
Specifies the highest assembly number

HIGHEST-ASSEMBLY-NUMBER data
generated on the previous run of the pipeline.
Specifies the highest material list part number

HIGHEST-PART-NUMBER data
generated on the previous run of the pipeline.
Specifies the highest spool number generated on

HIGHEST-SPOOL-NUMBER data
the previous run of the pipeline.
HIGHEST-SUPPORT-WELD- Specifies the highest pipe support weld number

NUMBER data generated on the previous run of the pipeline.
HIGHEST-UNIQUE-PART- Specifies the highest unique part identifier

IDENTIFIER data generated on the previous run of the pipeline.
Specifies the highest weld number generated on

HIGHEST-WELD-NUMBER data
the previous run of the pipeline.
INSULATION-SPEC data Specifies the insulation specification reference.
Provides up to ten user-specified material

attributes for use where component material
descriptions are broken down into a series of
ITEM-ATTRIBUTE0 data
short elements where data is defined in dynamic
to
keywords such as MATL RATING SPEC THKS.
ITEM-ATTRIBUTE9 data
This provides an alternative method to having a
single long material description in a component
DESCRIPTION attribute.
Specifies a user-defined Miscellaneous

MISC-SPEC1 data
Specification Reference.

MISC-SPEC2 data


MISC-SPEC3 data

MISC-SPEC4 data

MISC-SPEC5 data
NOMINAL-CLASS data Identifies the pipeline design class.
NOMINAL-RATING data Identifies the pipeline rating class.
OFFSET-IMPERIAL data Specifies the offset in feet from datum point.
OFFSET-METRIC data Specifies the offset in meters from datum point.
OUTPUT-FILE-NAME data Specifies the name used for drawing output file.
PAINTING-SPEC data Specifies the painting specification.
PIPELINE-REFERENCE data Specifies the pipeline name.
PIPELINE-TEMP data Indicates the pipeline operating temperature.
PIPELINE-TYPE data Indicates the type of pipeline construction.
PIPING-SPEC data Specifies the pipeline specification reference.
PROJECT-IDENTIFIER data Specifies the project number or name.
REPLOT Indicates a single isometric re-plot request.
REVISION data Specifies the revision identifier.
SPECIFIC-GRAVITY data Specific gravity of pipeline contents.
SPOOL-PREFIX data Specifies the prefix used on spool identifiers.
Provides an indicator to ensure the IDF is

START-CO-ORDS data
generated with same start point on re-plot.
SUPPORT-WELD-PREFIX- Specifies the prefix used for the identification of

ERECTION data all erection pipe support welds.

FABRICATION data all fabrication pipe support welds.


OFFSHORE data all offshore pipe support welds.
SYSTEM-ISOMETRIC-
Specifies the system isometric name.
REFERENCE data
TRACING-SPEC data Specifies the tracing specification reference.
Specifies the prefix used for the identification of

WELD-PREFIX-ERECTION data
all erection welds.
Specifies the prefix used for the identification of

WELD-PREFIX-FABRICATION data
all fabrication welds
Component Attributes
Displays all of the attributes currently allowed for components in I-Configure. Component
attributes are similar to pipeline attributes in terms of configuration but are specific to
components (valves, pipe, flanges, and so forth). The values for component attributes are
typically output to the bill of materials on the isometric drawing and the material report file.
ISOGEN supports a set of attributes that are available for all components, including a set of
10 user-definable ones. In addition, certain components have specific attributes. For
example, a valve has a SPINDLE-DIRECTION attribute not used by other components.
ISOGEN user-specified attributes are listed below:
Pipeline Data File Attributes

Format
IDF –190 to -199 records
PCF COMPONENT-ATTRIBUTE1 to
COMPONENT- ATTRIBUTE10
Weld Attributes
Displays all of the attributes currently allowed for welds in I-Configure. ISOGEN supports a
set of attributes that are available for all welds, including a set of 10 user-definable
attributes. Some weld attributes can be output to the isometric drawing in special weld
enclosures.
They can also be output to the weld list on the isometric drawing and the welding report
files.

Weld attributes are attached to welds in the 3D design system model, and it is
recommended that you refer to your system administrator for information on how to set them
up. They are then passed to ISOGEN in extracted piping data files, either in IDF or PCF
format.
ISOGEN user-specified attributes are listed below:
Pipeline Data File

Attributes
Format
PCF WELD-ATTRIBUTE1 to WELD- ATTRIBUTE10
Bolt Attributes
Displays all the attributes that are currently allowed for bolts in I-Configure. ISOGEN
supports a set of attributes that are available for all bolts, including a set of 10 user-definable
attributes. ISOGEN user-specified attributes are listed below:
Pipeline Data File Format Attributes
PCF ASSEMBLY-ATTRIBUTE1 to ASSEMBLY- ATTRIBUTE10
For bolts, ASSEMBLY-ATTRIBUTES are not included in the tab, but can be added
clicking Add .
Spool Attributes
Displays all the attributes that are currently allowed for spools in I-Configure. ISOGEN
user-specified attributes are listed below:
Pipeline Data File

Attributes
Format
-28
-91 record
IDF -170 to -179 record
SPOOL-IDENTIFIER
PCF SPOOL-DRAWING-SEQUENCE-NUMBER
SPOOL-ATTRIBUTE1 to SPOOL-ATTRIBUTE10

Material Attributes
Displays all the attributes that are currently allowed for materials in I-Configure. ISOGEN
user-specified attributes are listed below:
IDF Record
PCF Attribute Name Description
Number
MATERIAL-ATTRIBUTE1 data
Provides up to 100 user-specified
to
-80 to -89 records material attributes that can be
MATERIAL-ATTRIBUTE100
used for any purpose.
data
Specifies the industry standard,

GEOMETRIC-STANDARD data -1490 record
such as DIN or ANSI.
MATERIAL-OF- Specifies the pipe material type,

-1491 record
CONSTRUCTION data such as carbon-steel or iron.
Specifies the maximum pressure

RATING data -1492 record
allowed for the pipe.
Specifies the maximum pressure

RATING2 data -1493 record
allowed for the pipe.
SCHEDULE data -1494 record Specifies the pipe schedule code.
SCHEDULE2 data -1495 record Specifies the pipe schedule code.
WALL-THICKNESS data -1496 record Specifies the pipe wall thickness.
WALL-THICKNESS2 data -1497 record Specifies the pipe wall thickness.
Specifies the outside diameter of

OUTSIDE-DIAMETER data -1498 record
the pipe.
Specifies the outside diameter of

OUTSIDE-DIAMETER2 data -1499 record
the pipe.
Display Name - Shows the attribute name that is displayed in the application. .
Default Value - Displays the value that is used if the value within the application is not change,
depending on the Set Value setting.
Allowable Values - Displays the allowable values that are available for the attribute. These are
the values that display in the software, as shown in the example below.

Isogen Attribute - Specifies which ISOGEN attribute is used. This option is available only for
user-specified attributes (ATTRIBUTE1 to ATTRIBUTE199). For system attributes, this option is
Read-only.
 Attributes 1 to 99 map to ISOGEN -601 to -699. For example, ATTRIBUTE95 maps to

ISOGEN -695.
 Attributes 100 to 199 map to ISOGEN attribute -900 to -999. For example, ATTRIBUTE101
maps to ISOGEN attribute -901.
Source - Indicates whether the attribute is a System or User attribute.
Set Value -Controls how the value is set.
 ISOGEN - No Default Value is defined. The attribute cannot be modified.
 ISOGEN then Default - Use the value defined in the ISOGEN input file. If no value is set,
use the Default Value setting.
 Default - Sets the value to what is defined by the Default Value setting.
Units - Displays the type of units, such as inches or kilograms, and is only available for
attributes that contain a measurement or weight.
Visible - Controls whether the attribute can be seen in the application.
Editable - Controls whether the attribute can be modified.
Expression - Indicates whether the attribute contains an expression. For more information
about attribute expressions, see Attribute Expressions in Project Defaults and Attributes (on
page 23).
Build - Opens the Build Expression dialog box (on page 39) so you can use the Expression
Builder to create and test the attribute expression. This option is available only when Evaluate
expression is selected.
You can type an attribute expression directly in the Default value box instead of using
the Expression Builder.
Import - Allows you to import attribute data from an external source.
New - Opens the New Attribute dialog box so you can create a new user-specified attribute.
Remove - Deletes the selected attribute. You can only delete user-specified attributes.

Attribute Dialog Box

Displays the values that are currently defined for the selected attribute. Depending on the
attribute and its current settings, many of the values in this dialog box can be modified to suit
requirements of your project.
Display Name - Shows the attribute name that is displayed in the application. .
Allowable Values - Displays the allowable values that are available for the attribute. These are
the values that display in the software, as shown in the example below.
Default Value - Displays the value that is used if the value within the application is not change,
depending on the Set Value setting.
Make attribute visible - Indicates whether the attribute can be seen in the application.
Allow edits - Indicates whether the attribute can be modified.
Evaluate expression - Indicates whether the attribute contains an expression. For more
information about attribute expressions, see Attribute Expressions in Project Defaults and
Build - Opens the Build Expression dialog box so you can use the Expression Builder to
create and test the attribute expression. This option is available only when Evaluate
expression is selected.
Units - Displays the type of units, such as inches or kilograms, and is only available for
attributes that contain a measurement or weight.
Set Value -Controls how the value is set.
 ISOGEN - No Default Value is defined. The attribute cannot be modified.
 ISOGEN then Default - Use the value defined in the ISOGEN input file. If no value is set,
use the Default Value setting.
 Default - Sets the value to what is defined by the Default Value setting.
Isogen Attribute - Specifies which ISOGEN attribute is used. This option is available only for
user-specified attributes (ATTRIBUTE1 to ATTRIBUTE199). For system attributes, this option is
Read-only.

ISOGEN -695.

New Attribute Dialog Box

Sets options for new user-specified attributes.
Display name - Type the name of the attribute as you want it to display in the application.
You can also use this option in external data configuration. For more information, see
Attach External Data.
Allowable values - Specify the values that are available for the attribute in the software. Enter
the values delimited by a semi-colon. For example, if you enter 0;1;2;3;4;5, the values display
as shown in the example below.
Default value - Specifies the default value for the attribute. The default value is used if the value
in the application is not changed, depending on the Set Value setting.
Make attribute visible - Controls whether the attribute can be seen in the application.
Allow edits - Controls whether the attribute can be modified.
Evaluate expression - Specifies whether the attribute contains an expression. For more
information about attribute expressions, see Attribute Expressions in Project Defaults and
Build - Opens the Build Expression dialog box so you can use the Expression Builder to
create and test an attribute expression. This option is available only when you select
Expression.
Units - Specify the units that are applicable to the attribute, if required
Set Value - Select one of the options below. This option is available only if a value is defined for
Default value.
 ISOGEN then Default - Use the value in the ISOGEN input file if one exists. Otherwise, use
the Default Value setting.
 Default - Use the Default Value setting for the attribute regardless of whether a value is
defined in the ISOGEN input file.
Isogen attribute - Select the ISOGEN attribute to which the data field is mapped.

ISOGEN -695.

OK - Creates the attribute with the settings you have defined, closes the dialog box and returns
to the Attributes tab. The new attribute is added to the bottom of the list displayed on the
Attributes tab.
Cancel - Closes the dialog box and returns to the Attributes tab without creating the new
attribute.
Apply - Creates the attribute with the settings you have defined. The New Attribute dialog box
remains open so that you can define another new attribute.
See also
Add a new attribute (on page 24)
Build Expression Dialog Box

Sets options for adding a new attribute reference.
Attributes - Lists all available (defined) attributes. To add a new attribute reference, double-click
the row containing the attribute to add.
Functions - Lists the functions that can be executed as part of the expression. To add a
function reference, double-click the function in the tree view of the Expression Builder.
Expression - Displays the attribute expression.
Test - Evaluates the attribute expression to determine if errors are present.
Result - Displays the results of the test.
See also
Create an Attribute Expression (on page 26)

SECTION 3
Isometric Directories
In I-Configure, the isometric directory is a folder that has been designated as a container for
projects. An isometric directory can contain multiple projects. The isometric directory can be
located anywhere, including on a network drive.
Isometric Directory Properties (on page 43)

 Create a new isometric directory (on page 41)
 Delete an isometric directory (on page 42)
 Create a copy of an isometric directory (on page 42)
 Connect to an isometric directory (on page 42)
 Disconnect from an isometric directory (on page 43)
Create a new isometric directory

1. Click New Isometric Directory . Alternatively, click File > New > Isometric Directory.
The Browse for Folder dialog box is displayed.
2. Double-click the drive or specify the network path in which to create the new isometric
directory.
3. Click New Folder.
4. Type a name for the new isometric directory, and then click OK.
The new isometric directory appears in the Project View panel.
 You can view isometric directory properties in the Properties panel .
 If you select the No Projects level in the Project View panel, Create New Project is
unavailable on the toolbar.
 On Windows NT4 systems, New Folder does not appear on the Create Isometric
Directory dialog box. Use Windows Explorer to create a folder with the required isometric
directory name before selecting it as the isometric directory to use.

Connect to an isometric directory

Follow the steps below to add an existing (usually remote) isometric directory, without creating
an isometric directory folder.
1. Click Connect to Isometric Directory . Alternatively, click File > Connect to Isometric
Directory.
The Connect to Isometric Directory dialog box is displayed.
2. Navigate to the C:\SampleIsoDir\Project List.xml file, and click Open.
The new isometric directory is displayed in the Project View panel.
Whether a mapped drive or full UNC path is shown is dependent on the options you have
set for the project. For more information, see Project Options in Isometric Projects (on page 45).
Delete an isometric directory
 Deleting an isometric directory cannot be undone.

 You cannot delete remote project and style folders.
1. In the Project View panel, select the isometric directory to delete.
2. Click Delete . Alternatively, click Edit > Delete, or right-click the isometric directory in
the Project View panel, and then select Delete on the shortcut menu.
Deleting a remote isometric directory only removes the reference to it from the Project
View panel.
Create a copy of an isometric directory

1. In the Project View panel, select the isometric directory to copy.
2. Click Copy . Alternatively, click Edit > Copy, or right-click the isometric directory, and
then select Copy on the shortcut menu..
3. With the isometric directory still selected, click Paste . Alternatively, click Edit > Paste, or
right-click the isometric directory, and then select Paste on the shortcut menu.
The Browse for Folder dialog box is displayed.
4. Double-click the drive or specify a network path on which the copied (new) isometric
directory is to be placed.
5. Click New Folder, and then specify the name of the pasted (new) isometric directory.
Isometric directories that exist on the same drive cannot have the same name.

6. Click OK.
The software updates the Project View panel to show the newly pasted isometric directory,
including all the isometric projects and isometric styles that were part of the original
isometric directory.
Disconnect from an isometric directory

1. In the Project View panel, select the isometric directory from which to disconnect.
2. Click Disconnect Isometric Directory . Alternatively, click File > Disconnect

Isometric Directory.
The software removes the isometric directory from the Project View panel.
Isometric Directory Properties

The properties for each isometric directory are stored in their own object. When you select an
isometric directory in the Project View panel, the Properties panel updates to show its
corresponding properties. In the example below, the Properties panel displays the properties of
the SampleIsoDir isometric directory.
Path - Displays the isometric directory folder file path. This information is read-only and cannot
be modified.
Name - Displays the isometric directory folder name. This information is read-only and cannot
be modified.
ChangeIsoDirList - Specifies whether you can add or delete isometric directories to and from
the global list. If set to True, adding and deleting isometric directories is allowed. If there is no
write access to the IsoDirList.xml file, the property value is set to False, and no add or delete
functions can be completed.
The IsoDirList.xml file contains the list of isometric directories set-up on the current
computer. For more information, see Configuration Files (on page 14).
See Also
Isometric Project Properties (on page 59)
Isometric Drawing Style Properties (on page 77)


SECTION 4
Isometric Projects
An isometric project represents a collection of isometric drawing styles and associated data that
ISOGEN uses to generate a specific type of drawing.
When you initially create an isometric project, it is application-specific, meaning that it is to be
used with a specific isometric drawing generation product. This is because different applications
require that different isometric drawing styles to be available, as is determined by the type of
isometric drawings and report deliverables the application is required to produce. For example,
SmartPlant Isometrics provides as-designed or as-built piping isometric drawings, whereas
SmartPlant Spoolgen produces isometric drawings that are suitable for pipe fabrication in the
shop and spool construction on-site.
Project Options
In the Options dialog box, you can specify whether the drawing units used for the project are
Metric or Imperial. Drawing units impact the text positioning of attributes and dimensional
properties. Specify the property value as a real number. For example, if you set drawing units to
millimeters, enter 3 or 3.0 for 3mm. If you set the drawing units to inches, enter 0.125 for 1/8
inch.
Using the Options dialog box, you can also control how paths are displayed in the Project View
panel for network projects. To use UNC paths, select the Use UNC path when creating
network isometrics directories check box. Alternatively, particularly when you set up an
isometric project on a network server (on page 47) with long path names that can exceed the
current ISOGEN path length limitation, clear the check box to display the path using a mapped
drive.
To access the Options dialog box, click Tools > Options.
Network Projects
You can set up an isometric project on a network server so that multiple client computers can
concurrently access and share project configurations.
 For a description of mapped drives and UNC paths for network projects, see Project Options
in this topic.
 For more information about connecting to a network isometric directory and its associated
projects, see Connect to an isometric directory (on page 42).
Access Rights
You can control access to any I-Configure project. Access rights can be password protected.
The first person to set the access rights is able to set a password to prevent others from
modifying it. An isometric project can then be set up so that others can see and use it but cannot
save changes to the project or to any of the isometric drawing styles in the project.

Isometric Projects
New Project Dialog Box (on page 50)
Enable Project Dialog Box (on page 51)
Project Access Rights Dialog Box (on page 51)

 Create a new isometric project (on page 46)
 Define project access rights (on page 47)
 Set up an isometric project on a network server (on page 47)
 Connect to a network isometric project (on page 48)
 Enable an isometric project (on page 49)
 Delete an isometric project (on page 50)
 Create a copy of an isometric project (on page 50)
Create a new isometric project

1. Do one of the following:
 Create a new isometric directory (on page 41)
 Select an existing isometric directory in the Project View panel.
2. Click Create New Project . Alternatively, click File > New > Project.
The New Project dialog box is displayed.
3. Type a name for the new isometric project in the New Project Name box.
4. In the Application list, select the name of the product to which the new isometric project
applies.
5. In the Available Styles list, select the drawing styles required for the new isometric project.
You can include and exclude a drawing style by selecting and clearing its check box.
By default, all drawing styles that are suitable for use with the selected product are shown
as selected. To exclude a style, clear its check box.

Isometric Projects
6. Click OK.
The software creates the isometric project and its associated drawing styles, and displays it
in the Project View panel.
 An isometric project must be created for use with a specific product. However, it is possible
to enable a project for use with other products.
 The isometric drawing styles that display in the Available Styles list depend on the product
that is selected in the Application list.
 When you create an isometric project for SmartPlant Spoolgen, you must also initialize the
project attributes by specifying the value for the Project ID Type.
Define project access rights

1. Select a project in the Project View panel, and click Tools > Project Access Rights.
The Project Access Rights dialog box is displayed.
2. Set the access rights for the selected project.
3. If needed, type a password.
To avoid situations where the isometric project cannot be modified, such as when
the password is forgotten, ensure that you make a note of the password used for each
project. It is the responsibility of each individual or Project Administrator to ensure that any
password protection used to secure projects or styles against unwanted modification are
backed up or made note of in accordance with the data loss prevention and protection policy
of your company.
4. Click OK.
 After a password is set, the access rights cannot be changed unless the correct password is
entered.
 If the access rights are set to Write, everyone working in the isometric project is allowed to
save changes to the associated drawing styles and export the isometric drawing style
settings. If set to Read Only, everyone working in the project can make changes, but the
changes cannot be saved or exported.
 When you set project access rights to Write using a valid password, any existing password
is cleared.

Isometric Projects
Set up an isometric project on a network server

1. Create a new isometric directory (on page 41).
2. Create a new isometric project (on page 46) and its associated drawing styles.
To avoid file conflict errors, change the output path for the message file for
each isometric drawing style in the project configuration so that the file is written locally. For
example, if you set the output path to C:\TEMP, when users attempt to use the same style
concurrently. ISOGEN then outputs the message file it creates to this local folder instead of
to the same folder on the network server.
3. Use Windows Explorer to create the Message file path, such as C:\TEMP, if one does not
exist.
4. For each isometric drawing style in the project, use ISOGEN Configuration to specify the
path to the message file. In the example below, the file path to the message file is defined
as C:\TEMP\Spool.mes. For more information, see Specify the report output location in the
ISOGEN Configuration User's Guide. You can access this document using the I-Configure
Help > Printable Guides command.
 To access the ISOGEN Configuration Panel, select an isometric drawing style in the
Project View panel, and then click Edit in the Properties panel. Alternatively,
double-click an isometric drawing style in the Project View panel, or right-click an
isometric drawing style, and select Edit on the shortcut menu.
 Use an appropriate filename for the message file, such as Spool.mes for the Spool
style.
 Configure the drive on which the isometric directory and isometric project to be
connected to resides so that it is shared, and set the required permissions for the share.

Isometric Projects
Connect to a network isometric project

1. Click Create Isometric Directory . Alternatively, click File > New > Isometric
Directory.
2. In the Browse for Folder dialog box, browse to the network path where the isometric
directory to be connected to resides, select the isometric project, and then click OK.
The software displays the network project in the Project View panel.
Enable an isometric project

You can enable existing isometric projects to work with other products installed on the same
workstation. For example, a project initially created for I-Run can also be enabled to work with
SmartPlant Isometrics. For more information, see the Enable Isometric Project Matrix below.
Default SmartPlant SmartPlant SmartPlant

Isometrics Isometrics I-Tools Spoolgen
Default N Y Y Y
SmartPlant Isometrics Y N Y Y
SmartPlant Isometrics I-Tools Y Y N Y
SmartPlant Spoolgen Y Y Y N
1. Select the isometric project to enable in the Project View panel.
2. Click Enable Project . Alternatively, click File > Enable Project.

The Enable Project dialog box is displayed.
3. In the Application list, select the application for which the isometric project is to be enabled.

Isometric Projects
4. Specify the isometric drawing styles required by the project. You include and exclude
drawing styles by selecting and clearing the check boxes.
 The isometric project cannot be re-enabled for itself. In other words, the application that the
project was first created for is not shown in the list.
 Some isometric drawing styles are considered mandatory and some optional. For example,
SmartPlant Spoolgen requires the SGImport.xml and Spool.xml drawing style files. As such,
these are considered mandatory styles. Mandatory drawing styles cannot be unselected.
Delete an isometric project

Deleting a project cannot be undone.
1. In the Project View panel, select the isometric project to delete.
2. Click Delete . Alternatively, click Edit > Delete, or right-click the isometric project in the
Project View panel, and then select Delete in the shortcut menu.
Create a copy of an isometric project

1. In the Project View panel, select the isometric project to copy.
2. Click Copy . Alternatively, click Edit > Copy, or right-click the project, and then select
Copy on the shortcut menu.
3. In the Project View panel, select the isometric directory in which to paste the project.
4. Click Paste .
The isometric project and all of its associated drawing styles are pasted into the selected
isometric directory.
You can repeat these steps to copy and paste multiple isometric projects.
New Project Dialog Box

Sets options for creating a new isometric project.
Current isometric directory - Displays the name of the current isometric directory. This setting
is read only.
New project name - Type the name of the new isometric project.
Application - Select the name of the application with which the new isometric project is to be
used.
Available styles - Lists the isometric drawing styles that are currently available. By default, all
drawing styles that are suitable for use with the selected product are shown as selected. If a
style is not required, clear its check box so that it is excluded when the isometric project is
created.

Isometric Projects
Type - Indicates whether the isometric drawing style is Optional or Mandatory. Use the check
boxes to select or clear an isometric drawing style from the isometric project.
Name - Displays the name of the isometric drawing style.
Template - Displays the name of the template XML file on which the drawing style is based.
OK - Creates the isometric project using the settings you have defined.
Cancel - Closes the dialog box without creating the isometric project.
See Also
Enable Project Dialog Box

Sets options for enabling isometric projects to work with other applications that are installed on
the same computer.
Application - Select the application for which you want to enable the isometric project.
Type - Indicates whether the isometric drawing style is optional or mandatory. An optional style
can be added to or removed from the project by selecting and clearing its check box. You
cannot remove a mandatory drawing style from the project.
Name - Displays the name of the isometric drawing style.
Template - Displays the name of the template XML file that contains the isometric drawing style
configuration data. Template files are delivered to the $Program Files$\Common
Files\Intergraph\I-Configure folder.
See Also
Enable an Isometric Project (on page 49)
Project Access Rights Dialog Box

Sets options for defining access to an isometric project.
Project access rights - Specifies the level of access. Select Write or Read-only.
Password - Assigns a password to the isometric project.
See Also
Define Project Access Rights (on page 47)

Isometric Projects
Backup Isometric Projects

You can save selected isometric projects and their associated references to external files in a
single folder. In addition, you can also choose to include any existing output files such as
drawings and reports, in the backup. After the information is saved, you can restore that version
of the isometric project and its associated data in the event of system failure. The Backup
Project command is also used to permit the sending of isometric project data to another
location.
Backup Project Dialog Box (on page 52)
Create a backup of an isometric project

1. Select an isometric project in the Project View panel, and click Tools > Backup Project.
You can also select an isometric drawing style in the Project View panel that
belongs to the project you want to backup.
The Backup Project dialog box is displayed.
2. Click Browse , navigate to the folder in which the backup is to be saved, and then click
OK.
The software displays the full path location and folder name in the Specify folder for
backup box.
3. Modify the settings as needed.
The Include Project data and Include external data options are selected by default.
If there are any existing drawings or reports within the selected project's drawing styles that
you want included in the backup, select Include existing Style outputs (Drawings and
Reports).
4. Click OK.
When the backup is complete, a message appears.
5. Click OK to close the message box.
Backup Project Dialog Box

Sets options for backing up the selected isometric project.
Specify folder for backup - Type the full path location to the folder that contains the isometric
project that you want to back up.
Include Project data - Includes all project level files as part of the backup. This includes the
SmartPlant Spoolgen workflow database and any SmartPlant Isometrics POD files. This is the
default setting.
Include external data - Includes any external file that is referenced from the isometric project
as part of the backup. This is the default setting.

Isometric Projects
Include existing Style outputs (Drawings and Reports) - Includes any drawings and reports
that currently exist within any of the drawing styles associated with the selected isometric project
as part of the backup.
OK - Starts the backup process. This option is available only when a valid location is specified in
the Specify folder for backup box.
Cancel - Closes the dialog box without backing up the isometric project.

Isometric Projects
Import Isometric Projects

You can import an existing PipMan, Spoolgen 4 or I-Configure-based projects into I-Configure.
You can also import an I-Configure XML backup file. When you import an I-Configure project
from backup, you are essentially restoring a previously backed up version of an isometric
project, including any external data referenced in the project. This includes all project level files,
such as the SmartPlant Spoolgen workflow database and any SmartPlant Isometrics piping
object data (.POD) files. This feature is useful for situations when you are moving projects and
styles from one location to another.
After the import is complete, the imported project appears in the Project View panel. You can
edit an imported project and modify its properties in the same manner as with an isometric
project that you create using I-Configure.
PipMan and Spoolgen 4 projects must be imported into I-Configure before they can
be used with any other product that uses I-Configure to create and manage projects and styles.
Import of isometric project and isometric drawing style settings is intelligent. If an isometric
project folder is replicated, meaning that there is a common structure apart from the drive, then
the software modifies the path in the needed style (.OPT or .FLS) so that it points to the
referenced file in its new location. For example, if you copy a project folder from G:\M5000 to
C:\Users\Data\CompanyName\MP4000, the software identifies the common root as MP4000.
Any file referenced from an .OPT file in this path will have its path modified. Using the previous
example, the software modifies the G:\MP4000\Data\CPT.fdf file to the
C:\Users\Data\CompanyName\MP4000\Data\CPT.fdf file, presuming that this file exists.
Import Project Dialog Box (on page 57)
Import Project from Backup Dialog Box (on page 57)

 Import a PipMan project (on page 55)
 Import a Spoolgen 4 project (on page 55)
 Import an I-Configure-based project (on page 56)
 Import an isometric project from backup (on page 56)

Isometric Projects
Import a PipMan project

1. Create a new isometric directory (on page 41) in I-Configure.
2. Click Tools > Import Project > From File.
The Import Project dialog box is displayed.
3. Click Browse , navigate to the .PIP file to import, and click OK.
The software displays the full path location and file name in the Import settings from box.
4. Type a name for the isometric project in the New project name box.
5. Specify the required import options, and then click OK.
6. In the Application list, select the application to which the isometric project applies.
7. Click OK.
8. If required, click Yes to view the log file. Otherwise, click No.
 Until a PipMan project is imported, it is always shown in magenta in the Project View panel.
 After import, the original PipMan project remains on the drive as a backup copy.
Import a Spoolgen 4 project

1. Create a new isometric directory (on page 41) in I-Configure.
The Import Project dialog box is displayed
3. Click Browse , navigate to the .INI file for the Spoolgen 4 project to import, and click
OK.
The software displays the full path location and file name in the Import settings from box.
5. Define the required import options, and then click OK.
6. In the Application list, select the application to which the isometric project belongs,, and
then click OK.
7. If needed, click Yes to view the log file. Otherwise, click No.
 Existing Spoolgen 4 projects are not shown in the Project View panel.
 The imported Spoolgen 4 project is only available for use with SmartPlant Spoolgen version
5.0.
 After import, the original Spoolgen 4 project remains on the drive as a backup copy.

Isometric Projects
Import an I-Configure-based project

When you import an I-Configure project, you must select a Project_Data.xml file. By default, the
project settings (project defaults and attributes) and data (all files in the source project folder)
are copied to the new isometric project. Optionally, you can suppress the copying of data files,
leaving the new isometric project with the identical structure as the old one but empty.
The Project_Data.xml file stores application-specific project defaults and other project level data.
For example, in the file name P1000_Data.xml, P1000 is the name of the project. Each project
folder contains a Project_Data.xml file.
1. Create a new isometric directory (on page 41).
The Import Project dialog box is displayed.
3. Click Browse , navigate to the *_Data.xml file for the I-Configure-based project to
import, and then click OK.
The software displays the full path location and XML file name in the Import settings from
box.
a. Click OK to accept the defaults.
b. Select Import Project settings only if only the project settings are to be imported, and
then click OK.
The isometric project and all associated isometric drawing styles, including any existing
drawing and report files and all files in the source project folder, are copied to the new
isometric project. If you selected Import Project settings only, only the drawing style XML
files are imported. Previously generated drawing and report files are not imported.
Import an isometric project from backup

1. In the Project View panel, select an isometric directory, project, or style.
2. Click Tools > Import Project > From Backup.
The Import Project from Backup dialog box is displayed.
3. Click Browse , navigate to the folder that contains the backup. XML file to restore, and
then click OK.
The software displays the full path location and file name in the Path to project backup
box. The software also updates the dialog box to display all mandatory and optional drawing
styles that exist within the isometric project to be restored.
4. If the isometric project being restored already exists on the target machine, specify whether
the existing project is to be replaced or updated.
5. Use the Select Optional Styles to restore check boxes to indicate which optional isometric
drawing styles are to be restored with the isometric project.

Isometric Projects
6. Click OK.
When the import is complete, the software displays a message.
The Project View panel displays the restored isometric project, including all restored
isometric drawing styles.
See Also
AccessRights (on page 63)
LockedBy (on page 64)
Import Project Dialog Box

Sets options for importing isometric projects into I-Configure.
Import settings from - Specifies the isometric project settings to be imported. In the Files of
type list, select the file type to be imported. Support file types are listed below.
Project Type File Type
PipMan .pip
Spoolgen 4 .ini
I-Configure *_Data.xml
The import options listed below only display after you have specified the project settings
to be imported.
New project name - Type a name for the isometric project. This is what displays in the Project
View panel.
Preserve all current style control files and mark as Never Export - This option is available
only when you import a PipMan or Spoolgen 4 project.
Import Project settings only - Imports only the isometric project settings, which includes the
isometric drawing style XML files. However, previously generated drawing and report files are
excluded from the import. This option is available only when you import an I-Configure-based
isometric project.
Import Project from Backup Dialog Box

Sets options for restoring an isometric project from a backup.
Path to Project backup - Type the full path location and filename of the backup isometric
project XML file to be restored.
Replace the existing Project - Deletes the contents of the existing isometric project and
replaces with the contents of the backup, resulting in a new isometric project. This option is not
available if an existing project with the same name does not exist on the target machine.

Isometric Projects
Update the existing Project - Overwrites the existing isometric project with the backup data.
This option maintains the existing folder structure. Project files (or drawing styles) with the same
name are updated. Files that are contained within the existing isometric project, but are not part
of the backup, are untouched.
Keep backup of the current Project data - Restores the isometric project and simultaneously
copies the existing isometric project to a new folder named Project_Backup_n, where Project is
the name of the isometric project and n indicates the revision number of the backup, as in
PipingProj_Backup_1, PipingProj_Backup_2, and so on. This is the default setting.
Mandatory Styles - Lists the mandatory isometric drawing styles that exist in the project to be
restored. This option is Read-only.
Select Optional Styles to restore - Lists the optional isometric drawing styles that exist in the
project to be restored. To include an optional style, select its check box. To exclude an optional
style, clear its check box.
OK - Restores the isometric project.
Cancel - Closes the dialog box without restoring the isometric project.
See Also
Import an Isometric Project from Backup (on page 56)

Isometric Projects
Isometric Project Properties

The properties for each isometric project are stored in their own object. These properties are
Read-only and cannot be modified. When you select an isometric project in the Project View
panel, the software updates the Properties panel to display the properties specific to the active
project. In the example below, the Properties panel shows the properties that have been
defined for the Piping_Project2 project.
 Name (on page 60)

 Path (on page 60)
 Source (on page 60)
 AppList (on page 60)
 AppCount (on page 60)
 WeldGaps (on page 61)
 ElbowConversion (on page 61)
 ChangeStyleList (on page 63)
 AccessRights (on page 63)
 SystemXML (on page 63)
 ProjectXML (on page 64)
 LockedBy (on page 64)
 IsoDirectoryName (on page 64)

Isometric Projects
 SystemMaterialManagerXML (on page 64)

 ProjectMaterialManagerXML (on page 64)
 SystemMaterialDataXML (on page 64)
 ProjectMaterialDataXML (on page 64)
See Also
Isometric Directories (on page 41)
Name
Specifies the project folder name.
Path
Displays the path to the project folder. The project folder contains all of the styles that have been
defined for the project.
Source
Displays the vendor-specific string that was defined when the project was created. For example,
a project created by an Intergraph product, such as SmartPlant Isometrics, has the Source set
to Intergraph. The Source string is controlled by the SetSource method as described in the
ProjectConfig_<application name>.xml file. For more information, see Configuration Files (on
page 14).
The Source property allows a vendor to judge whether its software can use the project, and
allows you to identify which projects are created by which vendor software products.
 Some products, such as SmartPlant Isometrics and SmartPlant Spoolgen, can share a
project.
 This property is Read-only and cannot be modified.
See Also
AppList
Displays the names of the enabled products in a semi-colon delimited list, such as
Spoolgen;SP Isometrics.
AppCount
Displays the number of software products enabled on the project.
See Also

Isometric Projects
WeldGaps
Displays an XML-formatted text string, which defines the rules for ISOGEN to allow for weld
gaps, weld shrinkage, connection gaps, and connection insertion lengths, when dimensioning
and adjusting cut piece lengths.
 Initially the WeldGaps property value is empty. To populate, double-click the property value
box, and then click File > Update in the WeldGaps window.
 If any data is present in the WeldGaps property, you can select Use Weld Gap Data in
ISOGEN Configuration so that data is written to the ISOGEN Welding Definition (WDF) file.
 When you import an isometric style, if the WDF file contains a WELD-GAPS entry,
WeldGaps in I-Configure is set to True and Cut Pieces > Cut Length Calculations > Data
> Use Weld Gap Data in ISOGEN Configuration is selected.
See Also
Import Isometric Drawing Style Settings from File (on page 74)

Isometric Projects
ElbowConversion
Displays an XML-format text string. This property defines the rules for the following:
 Conversion of elbows to pulled bends.
 Cut length adjustments that ISOGEN makes to the length of cut pieces to allow for extra
lengths of pipe to satisfy the requirements of particular bending machines.
If any data is present in the ElbowConversion property, it is used for converting elbows to
bends. Also, if data is present, then all isometric drawing styles that output cut list information
must have Use Tangent Data enabled to make sure that the cut list values are correct.
 To set Use Tangent Data, open ISOGEN Configuration, and then navigate to Cut Pieces >
Cut Length Calculations > Data.
 Initially, the ElbowConversion property value is empty. Double-click the property value box,
and then click File > Update in the ElbowConversion window.
 When you import an isometric style, if the data definition (DDF) file contains a
STANDARD-BEND-LENGTHS entry, ElbowConversion must be set to True in I-Configure
and Use Tangent Data must be selected in ISOGEN Configuration. The example below
shows a section of a DDF file with a STANDARD-BEND-LENGTHS entry.

Isometric Projects
ChangeStyleList
Controls whether you can add styles to and delete styles from the project. If set to True, you can
add and delete styles. If there is no write access to the ProjectList.xml file in the isometric
directory on a network project, ChangeListStyle is set to False, which prohibits all add/delete
functions.
If AccessRights is set to Read-only, the ChangeStyleList property is also set to False.
See Also
Set up an Isometric Project on a Network Server (on page 47)
AccessRights
Indicates the level of access to the project. You can set AccessRights to Write or Read-only.
 To change the access rights on a project, you must use the Project Access Rights
command. For more information, see Define project access rights (on page 47).
 You can lock the style files against unwanted modification in two ways:
a. Set the file system access control on the style XML file or style folder.
b. Set a password in the Project Access Rights dialog box.
 The CanWrite (on page 79) and CanExport (on page 79) properties indicate whether you
have rights to save the style or export the style to ISOGEN control files.
 The AccessRights property is set to Read-only if you do not have Write access to the
Project_data.xml file in the project folder. In this case, no changes can be saved to the
project properties.
See Also
LockedBy (on page 64)
Set up an Isometric Project on a Network Server (on page 47)
SystemXML
Displays the path to the SystemPOD.xml configuration file.
This is a system file, and its contents should not be modified.

Isometric Projects
ProjectXML
Displays the path to the PipelineProject.xml file. This configuration file contains the
user-specified extensions to pipeline, component, weld and bolt attributes that have been
defined for the project.
LockedBy
Displays the name of the individual who locked the project, presuming that AccessRights is set
to Read-only. Otherwise, the property is blank.
See Also
Define Project Access Rights (on page 47)
IsoDirectoryName
Specifies the name of the isometric directory that contains the current project. An isometric
directory can contain multiple projects. This information is read-only and cannot be modified.
SystemMaterialManagerXML
Displays the path to the SystemMaterialManager.xml configuration file.
ProjectMaterialManagerXML
Displays the path to the ProjectMaterialManager.xml file. This configuration file contains
user-specified materials and attributes.
SystemMaterialDataXML
Displays the path to the SystemMaterialData.xml configuration file.
ProjectMaterialDataXML
Displays the path to the ProjectMaterialData.xml file. This configuration file contains
user-specified information regarding the components that are used in the ProjectPipeline.xml
and ProjectMaterialManager.xml configuration files.

SECTION 5
Isometric Drawing Styles

Isometric drawing styles control several aspects of the isometric drawing output, including output
location and the type of object used for drawing creation. Each drawing style is associated with
a set of options that control ISOGEN. The way that you configure a drawing style determines
what the isometric drawing looks like when it is generated and what information is included
within a report. Multiple drawing styles can exist side-by-side to produce different outputs from
the same design file.
Delivered Isometric Drawing Styles

Eight template drawing styles are delivered with I-Configure in the [Product Folder]\Templates
folder. Each delivered style has an associated XML file named <Style Name>.xml. During
isometric drawing generation, the contents of this XML file are converted into the set of text
control files that are read by ISOGEN.
The style XML files are intended to serve as templates that you can use as a starting
point for creating customized styles that better meet your specific project needs. After you
configure a user-defined drawing style, it can be used as a template for future projects.
 Check - Designed for checking the routing of the pipeline against the 3D model or 2D
drawing. Contains an overall dimensioning style with minimum detailing. There is no integral
bill of materials (BOM) list and no external reporting. The isometric is configured for internal
use and is not for issue.
 Final-Basic - Designed for production release. Contains a fully detailed representation of
the pipeline complete with Fabrication and Erection BOM listing. The Material Control File
report is generated.
 Final-Cut-List - Designed for production release. Contains a fully detailed representation of
the pipeline, complete with Fabrication and Erection BOM listing. Pipeline cut piece
references are output along with an integral cutting list table.
 Final-Erection - Designed for production release. Contains a fully detailed representation of
the pipeline, complete with an Erection BOM listing.
 Final-Fab - Designed for production release. Contains a fully detailed representation of the
pipeline, complete with a Fabrication BOM listing.
 Final-Weld-Box - Designed production release. Contains a fully detailed representation of
the pipeline, complete with a Fabrication and Erection BOM listing. Pipeline welding
numbering references are output along with an integral welding list table.
 Spool - Designed for release to the Fabricator. Contains a fully detailed representation of
the separate spool sections of the pipeline, complete with a Fabrication BOM materials
listing. Pipeline welding numbering and cut piece references are output along with the
welding and cut list tables. The Material Control File, Cut List, Weld Summary, and Spool
Information file reports are generated.

 Flat-Spool - Designed for release to the Fabricator. Contains a fully detailed representation
of the spool sections of the pipeline, complete with a Fabrication BOM materials listing. The
spools are laid out in a flat orientation to maximize the number of legs flat with the fabrication
work surface. Pipeline welding numbering and cut piece references are output along with the
welding and cut list tables. The material control file and weld summary file reports are also
generated.
Isometric Drawing Properties

The isometric drawing properties define the isometric drawing output, which includes symbols,
dimensions, layers, drawing frame attributes, material lists, weld lists, detail sketches, and many
other settings. You can modify property settings using the Edit command. This command opens
ISOGEN Configuration, which is the tool used to control all of the options related to the
appearance and information content of each isometric drawing style.
The Edit command displays at the bottom of the Properties window when an isometric
drawing style is selected in the Project View panel. For more information, see the ISOGEN
Configuration User’s Guide, which is available using the I-Configure Help > Printable Guides
command.
Backing Sheets
The backing sheet allows you to customize the drawing style with your company logo,
watermark, and drawing borders. During a default installation of the software, the software also
delivers a set of backing sheets, commonly referred to as drawing frames, to the [Product
Folder]\Backing Sheets folder
New Style Dialog Box (on page 71)

 Create a new isometric drawing style (on page 67)
 Create a user template (on page 68)
 Select an isometric drawing style (on page 69)
 View ISOGEN controls (on page 69)
 Create a copy of an isometric drawing style (on page 70)
 Delete an isometric drawing style (on page 70)
 Edit isometric drawing properties (on page 71)
See Also
Import and Export Isometric Drawing Style Settings (on page 72)
Backup Isometric Style Settings (on page 71)

Create a new isometric drawing style

New isometric drawing styles are based on one of the templates that are delivered with
I-Configure.
a. Create a new isometric directory and project.
Create a new isometric directory (on page 41)
Create a new isometric project (on page 46)
b. Select an existing isometric project in the Project View panel.
2. Click New Style . Alternatively, click File > New > Style.
The New Style dialog box is displayed.
3. Select the product to which the isometric drawing style applies in the Application list.
The software displays all the template styles that are available for the selected product.
4. Clear the check boxes of the XML style templates to be excluded in the new file, and ensure
any required XML style template is selected.
5. Double-click the Name box of the selected isometric drawing style, highlight the existing
style name, and then type the new style name.
6. Click OK.
The new isometric drawing style is displayed under the selected isometric project in the
Project View panel.
 You can edit the properties of the new style as required. For more information, see the Edit
isometric drawing properties (on page 71).
 If you leave all style templates checked, and click OK, any existing styles with the same
name under the selected project are duplicated, and _1 is appended to the style name. For
example, Final-Basic becomes Final-Basic_1.
 Before an isometric style can be used, it must first be exported. When you export a style, a
variety of control files that ISOGEN requires to process isometric drawings and reports, such
as *.opl, *.pos, *.alt, or *.fls files, are created based on the settings made for the style. For
more information, see Export isometric drawing style settings (on page 75).
 You can also create styles when a new project is created.

Create a user template

1. Create a new isometric drawing style (on page 67) using your company-standard backing
sheet and settings.
2. Save the style XML file, and copy it to a folder designated to hold your user-specified
templates. For example, you can create a folder called CompanyTemplates or
UserTemplates.
File paths in the project/style hierarchy are automatically converted to use
$PROJECT$ or $STYLE$ instead of the actual file path. This means that the style XML files
can readily be copied between styles and do not need modification.
3. Make a copy of the ProjectConfig_<application name>.xml file and save it as
UserProjectConfig_<application name>.xml.
Never modify the ProjectConfig_<application name>.xml file directly
4. Using the steps below, modify the UserProjectConfig_<application name>.xml file to
reference your new template.
a. Immediately after the <AppSpecificProjectConfiguration> tag, create additional
CreateFolder and/or CopyFile commands to create and populate new folders in the
project folder.
<AppSpecificProjectConfiguration Source="Alias">

<CopyFile From="$APPCONFIG$\Application Data\ProjectPipeline.xml"
To="$PROJECT$\"/>

<CreateFolder Name="$PROJECT$\Inputs"/>
<CreateFolder Name="$PROJECT$\Pipes"/>
<CreateFolder Name="$PROJECT$\Data"/>
<CreateFolder Name="$PROJECT$\Data\Materials"/>
<CreateFolder Name="$PROJECT$\Data\Sketches"/>
b. Between the <Optional-Styles> and </Optional-Styles> tags, delete existing <Style>
blocks to reduce the number of styles that are available when a project is created, and
add new entries, pointing to your company-specific template.
<Style Name="CoSpecific"
Template="\\server\CompanyTemplates\CoSpecific.xml" >
<CopyFile From="\\server\CompanyTemplates\CoSpecific.dwg"
To="$STYLE$\" />

<CreateFolder Name="$STYLE$\Drawings"/>
<CreateFolder Name="$STYLE$\Reports"/>
<CreateFolder Name="$STYLE$\Messages"/>
</Style>
c. Save your changes.
The ProjectConfig_<application name>.xml file is updated when a new version of
I-Configure is installed (CreateTutorial.exe overwrites all tutorial project files). Creating the
UserProjectConfig_<application name>.xml file prevents any changes you make from being lost.

Select an isometric drawing style

 In the Project View panel, select an isometric drawing style in the tree view.
 As in Windows Explorer, you can click and to expand and close the nodes in the
tree view.
 You can use the options in ISOGEN Configuration to modify the selected isometric drawing
style properties. For more information, see Edit isometric drawing properties (on page 71).
View ISOGEN controls

1. Select an isometric drawing style in the Project View panel, and click Tools > View
ISOGEN Controls.
The View ISOGEN Controls dialog box is displayed, allowing you to preview the ISOGEN
settings for the selected style. The example below lists the configuration files for the
Final-Basic style.
2. To view the contents of a configuration file, double-click it.

The software opens the file using your default text editor. The example below shows the
contents of the Final-Basic drawing definition (DDF) file.

3. To close the file, click File > Cancel.

4. Click OK to close the dialog box.
Create a copy of an isometric drawing style

1. Select an isometric drawing style in the Project View panel, and then click Copy .
Alternatively, click Edit > Copy, or right-click the style, and then select Copy in the shortcut
menu.
2. Click Paste . Alternatively, click Edit > Paste, or right-click in the Project View panel,
and then click Paste.
The New Style Name dialog box is displayed.
3. Type a name for the new style in the New style name box.
The default name used by the software is based on the drawing style being copied.
4. Click OK to create a copy of the style.

The new style is added to the those currently listed in the Project View panel. The
properties of the original style are persisted to the new style.
Delete an isometric drawing style

Deleting a drawing style cannot be undone.

1. In the Project View panel, select the isometric drawing style to delete.
2. Click Delete .Alternatively, click Edit > Delete, or right-click the style name in the
Project View panel, and then select Delete in the shortcut menu.
The file is removed from the list of styles in the Project View panel.
Edit isometric drawing properties

1. In the Project View panel, select the required isometric drawing style.
An Edit button is displayed at the bottom of the Properties panel.
2. Click Edit to open ISOGEN Configuration.
Alternatively, you can open ISOGEN Configuration by double-clicking the style in the
Project View panel or by right-clicking the style, and then selecting Edit on the shortcut
menu.
3. Define the isometric drawing options for the select style as needed.
4. When finished, click .

The software saves the current settings to the active style file. This is a necessary step
before any new settings become available in the application being used.
For more information, see the ISOGEN Configuration online Help or the ISOGEN
Configuration User's Guide. Both are available from within ISOGEN Configuration by clicking
, and then selecting ISOGEN Configuration Help on the Help sub-menu.
New Style Dialog Box

Sets options for a new isometric drawing style.
Application - Associates the isometric drawing style with an application. Select an application in
the list.
Optional styles - Lists all of the template styles that are currently available. Use the check
boxes to indicate on which template XML file the new isometric drawing style is to be based.
Backup Isometric Style Settings

You can save selected isometric drawing styles and their associated references to external files,
such as the backing sheet, in a single folder. In addition, you can also choose to include any
drawing style-related output files, such as drawings and reports, in the backup. After the
isometric drawing style settings are saved, you can restore that version of the style and its
associated data in the event of system failure. The Backup Style command is also used to
permit the sending of isometric drawing style settings to another location.

Backup Style Dialog Box (on page 72)
Create a backup of an isometric drawing style

1. Select an isometric drawing style in the Project View panel, and click Tools > Backup
Style.
The Backup Project dialog box is displayed.
2. Click Browse , and navigate to the folder in which to save the backup.
3. Modify the options as needed.
Include external data is selected by default. If there are any drawings or reports within
the selected drawing style that you want included in the backup, select Include existing
Style outputs (Drawings and Reports).
4. Click OK.
When the backup is complete, the software displays a message.
Backup Style Dialog Box

Sets options for backing up the selected isometric drawing style settings.
Specify folder for backup - Type the full path location to the folder that contains the isometric
drawing style that you want to back up.
Include external data - Includes references to external files, such as backing sheets, as part of
the backup. This is the default setting.
Include existing Style outputs (Drawings and Reports) - Includes any drawings and reports
that currently exist within the selected isometric drawing style as part of the backup.
OK - Starts the backup process. This option is available only when a valid location is specified in
the Specify folder for backup box.
Cancel - Closes the dialog box without backing up the isometric drawing style.

Import and Export Isometric Drawing Style Settings

You are not limited to using only the style XML templates that are delivered with the software.
I-Configure allows you to import isometric drawing styles into an isometric project from the
sources listed below.
 I-Configure XML style file
 Personal ISOGEN FLS file
®
 SPOOLGEN OPT file
®
 PDS ISOGEN DEF file
 Alias IDF file
 I-Configure XML backup file
When you import an I-Configure XML backup file, you are restoring a previously backed up
version of an isometric drawing style's settings, including any external data referenced in the
project. This feature is useful for situations you are moving projects and styles from one location
to another.
You can also import isometric drawing style fragments into the current style. A style fragment is
contained in an XML file that specifies a set of properties you can set or a set.
Before an isometric drawing style can be used, it must first be exported. When you export a
drawing style, a variety of control files that ISOGEN requires to process isometric drawings and
reports (*.opl, *.pos, *.alt, *.fls files), are created based on the settings made for the style.
Import Style Dialog Box (on page 75)
Import Style from Backup Dialog Box (on page 76)

 Import isometric drawing style settings from file (on page 74)
 Import isometric drawing style settings from backup (on page 74)
 Import an isometric drawing style fragment (on page 75)
 Export isometric drawing style settings (on page 75)

Import isometric drawing style settings from file

1. In the Project View panel, select the isometric project in which you want to import the
isometric drawing style settings.
2. Click Tools > Import Style > From File.
The Import Style dialog box is displayed.
3. Click Browse , and navigate to the required XML file.

The Select Style Settings to Import dialog box is displayed.
If you know the full path location and file name of the style XML file, type it in the
Import settings from box instead of using the browse feature
4. Select the file type, navigate to the required file, and then click Open.
5. In the Import Style dialog box, specify the required import options, and then click OK.
Depending on the current status of the styles within the project, do one of the
following:
 If the isometric drawing style being imported does not exist in the isometric project,
select Create a new style.
 If the isometric drawing style already exists within the isometric project but is to be used
as a basis for another new drawing style, select Create a new style, and type a name
for the new style.
 If the isometric drawing style already exists in the isometric project, and you want its
settings to be overwritten, clear the Clear style first check box, and select Import into
the current style.
 To import into an existing style but clear the contents of the style first, select Import into
the current style and Clear style first.
The isometric drawing style is imported. You have an opportunity to view a log file created
during the import process.
After import, the drawing style becomes available under the isometric project into which is
was imported and is shown in the Project View panel
Import isometric drawing style settings from backup

1. In the Project View panel, select an isometric project.
2. Click Tools > Import Style > From Backup.
The Import Style from Backup dialog box is displayed.
3. Click Browse , navigate to the folder that contains the backup drawing style XML file to
restore, and then click OK.
The software displays the full path location and file name in the Path to Style backup box.

4. If the isometric drawing style being restored already exists on the target machine, specify
whether the existing style settings are to be replaced or updated.
If the isometric drawing style being restores does not exist on the target machine,
and you do not want the software to create a backup of the current style data, clear the
Keep backup of the current Style data check box.
5. Click OK.
When the restore is complete, a message is displayed.
The Project View panel displays the restored isometric drawing style under the selected
isometric project.
Import an isometric drawing style fragment

1. In the Project View panel, select the isometric drawing style to which the style fragment
applies, such as Final-Basic.
2. Click Tools > Import Style Fragment.
3. Browse to the XML file for the style fragment, and then click Open.
I-Configure reads the content of the style fragment XML file and applies the new properties
to the isometric drawing style.
If a style fragment file exists in the same folder as a template file, with the same name
and with an .xml extension, it is automatically loaded. This allows the setting of properties
specific to the template XML file, such as margins and list locations.
Export isometric drawing style settings

 Click Export Style . Alternatively, click File > Export.
The software writes the settings to the <Style Name>.xml file.
 This procedure is optional because a product performs this step automatically before
running ISOGEN.
 The Export command is useful for debugging. Also, if ExportBehaviour (on page 78) for the
active isometric style is set to Never Export, the Export command enables you to modify
the style manually.

Import Style Dialog Box

Sets options for importing isometric drawing styles from supported sources.
Import settings from - Type the name and full path location to the isometric drawing style file
whose settings you want to import. Alternatively, click Browse , and then use the Select
Style Settings to Import dialog box to navigate to the style file you want to import.
Create a new style - Creates a new isometric drawing style based on the settings of the file you
import. Use this option if the drawing style being imported does not exist in the project.
Import into current style - Overwrites the settings in the existing isometric drawing style file
with those in the imported style file. The isometric drawing style must already exist in the
isometric project.
Clear style first - Erases the contents of the existing style file and replaces them with the
contents of the imported style file.
Import Style from Backup Dialog Box

Sets options for restoring a previously saved I-Configure XML backup file.
Path to Style backup - Type the full path location and filename of the backup isometric drawing
style XML file to be restored.
Replace the existing Style - Deletes the settings of the existing isometric drawing style and
replaces with the settings of the backup, creating a new isometric drawing style. This option is
not available if an existing style with the same name does not exist on the target machine.
Update the existing Style - Overwrites the existing isometric drawing style settings with the
backup data. Isometric drawing styles with the same name are updated. Any settings within the
existing style that are not part of the backup are untouched.
Keep backup of the current Style data - Restores the isometric drawing style and
simultaneously copies the existing style to a new folder named Style_Backup_n, where Style is
the name of the isometric drawing style and n indicates the revision number of the backup, as in
Final-Basic_Backup_1, Final-Basic_Backup_2, and so on. This is the default setting.
OK - Restores the isometric drawing style.
Cancel - Closes the dialog box without restoring the isometric drawing style.

Isometric Drawing Style Properties

When you select an isometric drawing style in the Project View panel, the software updates the
Properties panel to display those properties that are specific to it. In the example below, the
Properties panel is showing the default properties that are defined for the Final-Basic style.
Some of the isometric drawing style properties can be modified directly in the Properties panel.
For example, some properties have a selection list that displays when the Value box is
double-clicked, while other properties are typed entries: click once in the Value box to place the
cursor, and then type the required value. However, many property settings can only be modified
using the options in ISOGEN Configuration.
 Name (on page 78)
 Path (on page 78)
 ExportBehaviour (on page 78)
 StyleState (on page 78)
 StyleType (on page 79)
 ProjectName (on page 79)
 Options (on page 79)
 CanWrite (on page 79)
 CanExport (on page 79)
 Output Format (on page 79)

 Drawing Size (on page 80)

 Drawing Frame (on page 81)
 Plot File Path (on page 81)
 Isometric Type (on page 81)
 North Direction (on page 82)
 Units (on page 82)
 Material List (on page 83)
 Weld List (on page 83)
 Cut List (on page 83)
 Reports (on page 84)
See Also
Isometric Directories (on page 41)
Isometric Project Properties (on page 59)
Name
Displays the name of the active isometric drawing style.
Path
Displays the file path to the <Style Name> folder. The options (.opl) file and the data definition
(DDF) file are located in the <Style Name> folder.
ExportBehaviour
Controls the behavior of the File > Export command.
 Always Export - Export the isometric drawing style property to the ISOGEN control files.
 Export if Pending - Export the isometric drawing style property only if StyleState (on page
78) is defined as Export Pending or Export and Save Pending.
 Never Export - Suppress export of the isometric drawing style property.
See Also
StyleState
Reports whether the isometric drawing style has been changed. If it has been changed,
StyleState also indicates whether the change has been saved or exported since the last change
was made. This property is read-only.
 Unchanged - No changes have been made.
 Export Pending - Changes have been saved but not exported.
 Save Pending - Changes have been exported but not saved.
 Export and Save Pending - Changes have not been saved or exported.

StyleType
Indicates whether the isometric drawing style is a system style, such as the special purpose
SGImport Style (used by SmartPlant Spoolgen) or a general purpose user style. The property is
read-only and has no effect on I-Configure behavior.
ProjectName
Displays the name of the isometric project to which the active isometric drawing style belongs.
Options
Supplements the properties delivered with I-Configure to include properties specific to Smart>
3D.
CanWrite
Controls whether the changes can be written back to the <Style Name>.xml file. To do so
requires write-access to the <Style Name>.xml file. By default, CanWrite is set to False if
AccessRights (on page 63) for the isometric project is set to Read-only.
CanExport
Controls whether the isometric drawing style can be exported. Exporting an isometric drawing
style requires write-access to the style folder.
In the project hierarchy, style folders reside inside the project folder.
See Also

Output Format
Controls the 2D CAD file format that ISOGEN creates. You must use ISOGEN Configuration to
modify this setting.
Supported formats are listed below:
 AutoCAD DXF (DXF)
 MicroStation (DGN)
 Smart DWG (DWG)
 Smart DGN (DGN)
 Smart DGN v8 .DGN)
 SmartSketch (IGR)
 Shape2d (SHA)
 POD2
 POD3
 Isogen
 Postscript
 In the case of Smart DGN v8 output, template backing sheets (supplied by Alias) are
suffixed with dg8.
 To use .dg8 templates:
a. Rename the .DGN v5 template backing sheets to .dg5.
b. Rename the .dg8 templates to .dgn.
Defines
OS 71 Pos 1
Drawing Size
Specifies a standard paper size for the isometric drawing. You must use ISOGEN Configuration
to modify this setting.
Supported sizes are listed below:
 Custom
European Sizes
 A0 - 841 x 1189 mm
 A1 - 594 x 841 mm
 A2 - 420 x 594 mm
 A3 - 297 x 420 mm
 A4 - 210 x 297 mm

ANSI Sizes
 A - 8.5" x 11"
 B - 11" x 17"
 C - 17" x 22"
 D - 22" x 34"
 E - 34" x 44"
If Drawing Size is set to Custom, then you must also set Custom Height and Custom
Width.
Defines
OS 14 Pos 1, 2
Drawing Frame
Specifies the template file used for the backing sheet. You must use ISOGEN Configuration to
Plot File Path

Specifies the folder into which drawings are written. You must use ISOGEN Configuration to
Isometric Type
Sets the required isometric type. You must use ISOGEN Configuration to modify this setting.
 Combined - Fabrication, erection, and offshore information.
 Erection/Offshore - Erection/offshore type isometric drawing.
 Fabrication Only - Fabrication only isometric.
 Flat Spool (Flat) - Individual flat spool isometrics (maximum legs flat).
 Flat Spool (Parallel) - Individual flat spool isometrics (maximum legs parallel).
 Spool - Individual spool isometrics As-Built orientation.
 Material List Only - Isometrics suppression. No isometric drawings are generated.
 Combined Material - Combined material list only, without pipeline graphics.
 Erection Material - Erection material list only, without pipeline graphics.
 Fabrication Material - Fabrication material list only, without pipeline graphics.
 Spool Material - Spool material list only, without spool graphics.
Defines
OS 21 Pos 1 & 2

North Direction
Controls the viewing direction (isometric orientation), or the direction that the north arrow points
on the isometric drawing. There are four orientation options you can choose:
 Top Left
 Top Right
 Bottom Left
 Bottom Right
The option you select is indicated on the isometric drawing by the direction the north arrow is
pointing. You must use ISOGEN Configuration to modify this setting.
You can specify that the arrow be displayed in a box using Drawing Area > Content >
North Arrow in ISOGEN Configuration.
Defines
OS 42 Pos1
Units
Defines the style of units used throughout: Metric or Imperial. You must use ISOGEN
Configuration to modify this setting.
 Metric / MM Bores - Use millimeter lengths and millimeter pipe bores.
 Metric / Inch Bores - Use millimeter lengths and inch pipe bores.
 Imperial / Inch Bores - Use inch lengths and inch pipe bores.
You can specify the changeover point from where lengths are reported in inches
only, to feet and inches.

 Imperial / MM Bores - Use inch pipe bores with lengths in feet and inches.
The combination MM bore, FT-IN dimensions is invalid.

Defines
OS 41 Pos 1
Material List
Controls the display of the material list. You must use ISOGEN Configuration to modify this
setting.
 True - Plot the material list.
 False - Turn off all material list types, except the material control file and cut list. The
software controls these files separately.
Defines
OS 23 Pos 1
Weld List
Turns on or off the display of the weld or operations summary on the drawing. You must use
ISOGEN Configuration to modify this setting.
 True - Plot the weld list.
 False - Suppress plotting of plot the weld list.
Defines
OS 53 Pos 2
Cut List
Turns on and off the display of the cut piece list and cut piece identifiers. The cut list is a report
on the cut pieces that ISOGEN has determined to be in the pipeline. You must use ISOGEN
Configuration to modify this setting.
 True - Show the cut piece list and numbers on the isometric drawing.
 False - Suppress the display of cut piece list and numbers on the isometric drawing.
In ISOGEN Configuration, Cut Pieces > Drawing Cut List > Settings > Active List
controls whether the cut list report is Fixed or UserDefined.
Defines
OS 2 Pos 1

Reports
Displays the reports that are currently set up for the selected isometric drawing style. Reports
are configured using ISOGEN Configuration. For more information, see Reports in the ISOGEN
Configuration User’s Guide, which is available using the I-Configure Help > Printable Guides
command.

Index
A E
AccessRights • 63
Edit an attribute • 25
Add a new attribute • 25
Edit isometric drawing properties • 71
AppCount • 60
ElbowConversion • 62
AppList • 60
Enable an isometric project • 49
Attribute Dialog Box • 37
Enable Project Dialog Box • 51
Exploring the I-Configure Interface • 18
B Export isometric drawing style settings • 75
Backup Isometric Projects • 52 ExportBehaviour • 78
Backup Isometric Style Settings • 71
Backup Project Dialog Box • 52 I
Backup Style Dialog Box • 72
I-Configure • 13
Build Expression Dialog Box • 39
Import a PipMan project • 55
Import a Spoolgen 4 project • 55
C Import an I-Configure-based project • 56
CanExport • 79 Import an isometric drawing style fragment •
CanWrite • 79 75
ChangeStyleList • 63 Import an isometric project from backup •
Common Tasks • 16 56
Configuration Files • 14 Import and Export Isometric Drawing Style
Connect to a network isometric project • 49 Settings • 73
Connect to an isometric directory • 42 Import isometric drawing style settings from
Create a backup of an isometric drawing backup • 74
style • 72 Import isometric drawing style settings from
Create a backup of an isometric project • 52 file • 74
Create a copy of an isometric directory • 42 Import Isometric Projects • 54
Create a copy of an isometric drawing style Import PipeHeader attributes • 26
• 70 Import Project Dialog Box • 57
Create a copy of an isometric project • 50 Import Project from Backup Dialog Box • 57
Create a new isometric directory • 41 Import Style Dialog Box • 76
Create a new isometric drawing style • 67 Import Style from Backup Dialog Box • 76
Create a new isometric project • 46 IsoDirectoryName • 64
Create a user template • 68 Isometric Directories • 41
Create an attribute expression • 26 Isometric Directory Properties • 43
CutList • 83 Isometric Drawing Style Properties • 77
Isometric Drawing Styles • 65
D Isometric Project Properties • 59
Isometric Projects • 45
Define project access rights • 47 IsometricType • 81
Delete an attribute • 26
Delete an isometric directory • 42
Delete an isometric drawing style • 70 L
Delete an isometric project • 50 LockedBy • 64
Disconnect from an isometric directory • 43
DrawingFrame • 81 M
DrawingSize • 80
MaterialList • 83

Index
N
Name • 60, 78
New Attribute Dialog Box • 38
New Project Dialog Box • 50
New Style Dialog Box • 71
NorthDirection • 82
O
Options • 79
OutputFormat • 80
P
Path • 60, 78
PlotFilePath • 81
Preface • 9
Project Access Rights Dialog Box • 51
Project Defaults and Attributes • 23
Project Defaults Dialog Box • 30
ProjectMaterialDataXML • 64
ProjectMaterialManagerXML • 64
ProjectName • 79
ProjectXML • 64
R
Reports • 84
S
Select an isometric drawing style • 69
Set up an isometric project on a network
server • 48
Source • 60
StyleState • 78
StyleType • 79
SystemMaterialDataXML • 64
SystemMaterialManagerXML • 64
SystemXML • 63
U
Units • 82
V
View ISOGEN controls • 69
W
WeldGaps • 61
WeldList • 83
What's New In I-Configure • 11

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I-Configure

Version 2014 (5.0)

U.S. Government Restricted Rights Legend

2 I-Configure User's Guide

I-Configure User's Guide 3

What's New In I-Configure ........................................................................................................................ 11

Project Defaults and Attributes ................................................................................................................ 23

Isometric Directories ................................................................................................................................. 41

Isometric Projects ..................................................................................................................................... 45

I-Configure User's Guide 5

Import an isometric project from backup ........................................................................................ 56

Isometric Drawing Styles .......................................................................................................................... 65

6 I-Configure User's Guide

Drawing Size .................................................................................................................................. 80

I-Configure User's Guide 7

8 I-Configure User's Guide

I-Configure User's Guide 9

10 I-Configure User's Guide

I-Configure User's Guide 11

12 I-Configure User's Guide

I-Configure User's Guide 13

Sample Project Data

Create Tutorial Configuration File

Isometric Directory List File

Project Data Configuration File

14 I-Configure User's Guide

Project Configuration File

User-specified ProjectConfig_<application name>.xml file

I-Configure User's Guide 15

Project List File

Project Pipeline Configuration File

Style Configuration File

Configure Project Defaults and Attributes

Create Isometric Directories

16 I-Configure User's Guide

Create Isometric Projects

Import Data from External Sources

Backup Isometric Project Data

Create Isometric Styles

Import Data from External Sources

Develop the Look and Feel of Drawings

I-Configure User's Guide 17

The I-Configure Interface

18 I-Configure User's Guide

Connect to Isometric Directory - Connects to an existing isometric directory. For more

Disconnect from Isometric Directory - Disconnects from an existing isometric

Paste - Pastes the contents of the Copy buffer.

Delete - Deletes the selected item.

I-Configure User's Guide 19

3 - Project View Panel

20 I-Configure User's Guide

 1 - Current Isometric Directory

I-Configure User's Guide 21

22 I-Configure User's Guide

Project Defaults and Attributes

I-Configure User's Guide 23

Project Defaults Dialog Box (on page 29)

Attribute Dialog Box (on page 36)

Build Expression Dialog Box (on page 39)

New Attribute Dialog Box (on page 37)

What do you want to do?

24 I-Configure User's Guide

Add a new attribute

I-Configure User's Guide 25