SP3D Drawings Training Exercises PDF

SmartPlant 3D
Drawings Training Exercises
Version 6.0
September 2005
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Table of Contents
Overview .............................................................................................................................1
Drawings Task Configuration ..........................................................................................2
Setting up for batch process................................................................................................ 2
Setting up the Error Log ..................................................................................................... 2
Enable Excel to run Embedded Reports ............................................................................. 2
Setting up Space Folders in WE .......................................................................................3

Volume Drawings Workflow ............................................................................................4
A. Creating and Adding Surface Style Rules...................................................................... 4
B. Adding Piping Plan Drawing ......................................................................................... 6
C. Placing the Drawing Volumes........................................................................................ 6
D. Updating the documents................................................................................................. 9
Composed Drawing Workflow .......................................................................................10

A. Creating the Component and Drawing......................................................................... 10
B. Placing the Views......................................................................................................... 11
C. Associating the Volumes to Views .............................................................................. 13
D. Updating the Drawing.................................................................................................. 14
Snapshot Drawings Workflow ........................................................................................15

A. Creating a Default View Style ..................................................................................... 15
B. Creating a Compose Drawing Type ............................................................................. 16
C. Snapshot the views ....................................................................................................... 18
D. Composing the drawing ............................................................................................... 20
E. Updating the documents ............................................................................................... 20
Drawings by Query Workflow........................................................................................21

A. Using a Predefined Package (User Workflow) ............................................................ 21
B. Creating a DBQM Package (Admin Workflow).......................................................... 23
Microstation 3D DGN Workflow ...................................................................................27

3D Model Data (SmartPlant Review) Workflow ..........................................................29
Setting Drawing Properties.............................................................................................30
Search Folders..................................................................................................................32
Drawings Editor (SmartSketch) Basics .........................................................................36
Creating Graphics with Drawing Editor .......................................................................45
The Select Tool, Find Command and Modification Tools ...........................................55
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Text and Annotations ......................................................................................................67

Dimension Tools ...............................................................................................................75
Drawing Editor Symbols .................................................................................................79
Placing manual annotation..............................................................................................92
A. Manual labeling .....................................................................................................92
B. Dimensioning .........................................................................................................92
C. User Text................................................................................................................93
Editing Border Templates...............................................................................................95
Creating New Template..............................................................................................95
Using a DWG/DGN template to seed a drawing template .........................................96
Adding Drawing Property Labels ...............................................................................97
Basic View Styles..............................................................................................................98
Creating a volume view style............................................................................................ 98
Creating a snapshot view style........................................................................................ 100
Creating a key plan view style..................................................................................103

Creating a volume drawing package............................................................................106
A. Creating the package............................................................................................106
B. Testing the package..............................................................................................108
Defining Line Styles .......................................................................................................110
Graphic Rules.................................................................................................................112
VHL Rule........................................................................................................................ 112
Replace with Line Rule................................................................................................... 113
Replace with Line and Widget........................................................................................ 113
Replace object with symbol ............................................................................................ 114
Defining Drawing Labels...............................................................................................116

Label Template .........................................................................................................116
Label Symbol File.....................................................................................................118
Label XML File ........................................................................................................119
Creating Label Rule..................................................................................................120
Custom Graphic Rules ..................................................................................................121
CappedNormalPipe.dll.................................................................................................... 121
DesignEquipmentPartSeparator.dll................................................................................. 121
ElbowtoArc.dll................................................................................................................ 122
ElbowtoSingleArc.dll...................................................................................................... 123
EquipmentNozzleSeparator.dll ....................................................................................... 124
GridlinesDrawingWrapperEntity.dll............................................................................... 124
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MakeDrawable.dll........................................................................................................... 124
PipeTurnFeattoArc.dll .................................................................................................... 126
PortsSeparator.dll............................................................................................................ 126
ReplaceWPoint.dll .......................................................................................................... 127
SlopedPipeWArcSymbol.dll........................................................................................... 127
VolumeWireFrame.dll .................................................................................................... 127
Advanced View Styles....................................................................................................129

Deconstructing the piping plan view style................................................................129
Analysis of drawings for view style creation ...........................................................129
Overview
Drawings Task Configuration

Setting up for batch process
Enabling the Microsoft Message Queueing Service
Setting up the Error Log

Edit Registry key
HKEY_LOCAL_MACHINE\SOFTWARE\Intergraph\Applications\Environ
ments\Drawings\ErrorLog and set the Level value to 300
Enable Excel to run Embedded Reports

If Excel 2000, make sure SP3 is loaded
If Excel XP or Excel 2003, check the box under Tools Macro Security
Trusted Publishers Trusted Publishers for Trust access to Visual Basic
Project
Setting up Space Folders in WE

1. In SP3D, on the menu bar, select Task > Space Management.
2. While in Space Management, on the far right side of the screen you will find the
Workspace Explorer console. On the Workspace Explorer console, select the
Space tab.
3. On the vertical tool bar on the left side of the screen, select the Create Space
Folder button
, which is the second button from the top.
4. When this option is activated, you should see the following on the active ribbon
bar:
5. In the text box labeled Name, type in GA Drawings and select the Finish
button. This will place the space folder GA Drawings as a child folder to the
parent folder SP3DTrain. Notice when you select finish, this places this folder
under the SP3DTrain folder in the Workspace Explorer on the Space tab.
6. With this command still active, on the ribbon bar, change the Parent folder to
GA Drawings by dropping down the select list and choosing More. This will
show you all the folders in the hierarchy on the Space tab of Workspace
Explorer.
7. With GA Drawings selected as the Parent folder, in the Name Text box, type
U01 and U02 and select the Finish button. Notice now that the folder U01 and
U02 has been placed under the folder GA Drawings.
8. Likewise, create two more folders under U01 and U02. Name the first one
Drawing Volumes and the second Snapshot.
9. Once you have created the folders needed, you can either right click in the
modeling workspace or select the Select tool on the vertical tool bar
the command.
to exit
Volume Drawings Workflow

A. Creating and Adding Surface Style Rules
Creating surface style rules enables you to change the look and feel of the objects
the rules are applied to. Currently there is no rule applied to Drawing volumes,
therefore the volume will display as solid gray. To create a new surface style rule
to be applied to Drawing volumes, do the following steps.
1. If you are not already in the Space Management Task, in SP3D, on the menu
bar, select Task > Space Management.
2. While in Space Management, select Format > Surface Style Rules from the
menu bar. The following dialog will appear:
3. Since we have no surface style rule for Volumes, we will need to create one.
To do so, select the New button located in the center of this dialog box.
You will now see the following dialog box:
4. In the Name rule text box, type in Named Spaces.

5. For the Filter, drop down the select list and choose More. This will
open the Select Filter dialog where you will select: Catalog Filters >
Default Filters > SP3D Object Filters > Object Types > Space. Select the
Space Entites Filter (do not select the Space Entities Folder) and click
OK.
6. Next you will apply the style applied to these volumes. Drop down the
Style applied select list and select the Translucent Yellow style. Click
OK to complete the creation of this Surface style rule.
7. Notice now the new Style you created named Named Spaces in the Style
rule Library on the left side of the Surface Style Rules dialog.
8. To apply this newly created style, select the style from the left side of the
dialog and click the Add -> button to move this style into the Workspace
side of this dialog and click OK.
B. Adding Piping Plan Drawing

1. Define workspace to U01 & U02 from Training Filters.
2. Switch to Drawings and Reports task
3. Right mouse on the SP3DTrain Plant and select New
4. In the Add Component Dialog, from the General tab, select Folder and
click OK.
5. Right click on the newly created folder and select Rename and rename it
to GA Drawings
6. Right mouse on the GA Drawings folder and select New
7. In the Add Component Dialog, from the Piping tab, select
Imperial_Piping Plan, and click OK.
C. Placing the Drawing Volumes

a. Place Drawing Volume by View
1. Switch to the Space Management task.
2. Open two graphics views and orient them looking plan and looking north.
3. Start pin-point.
4. Start the Place Drawing Volume by View command
5. In the ribbon bar, select Piping Plan for the Drawing Type. Drop down
the select list for the Space Folder property and select the Drawing
Volumes folder from the Workspace Explorer hierarchy and Click OK.
6. In the pin-point toolbar, enter coordinates: E: 72, N -2, El 3

7. Click in the graphic view once.
8. Enter Elevation El 31
9. Click to place the volume.
10. Place a second volume by entering pinpoint coordinates E: 72, N 32 6.

El 3
11. Click in graphic view.
12. Enter Elevation EL 31
13. Click to place the second volume adjacent to the first one.
14. Switch to the space tab of the workspace explorer to see that the two
drawing volumes are created under the hierarchy of the drawing folders.
b. Place Volume by Selection

1. Start the Place Drawing Volume by Selection command
2. In the ribbon bar, drop down the select list for Drawing Type and select
More. Navigate to the Piping Plan component and select OK.
Likewise, for the Space Folder property, drop down the select list for the
Space Folder property and select the Drawing Volumes folder from the
Workspace Explorer hierarchy and Click OK.
3. Using the mouse pointer, select the objects shown in the figure below.
Notice as you click objects, the volume expands to include those objects.
4. After you have created the area for the volume, click Finish.
5. Switch to the space tab of the workspace explorer to see that the three
c. Place Volume by Two Points

1. In Space Management, start the Place Drawing Volume by Two Points
command.
i.
3. Using pinpoint, for your first point enter E 50, N 9, EL 2

4. Click in the workspace to place your first point.
5. To place your second point, using pinpoint, enter E 72, N 26 EL 30 and
click in the workspace to place the second point, which will create the
volume.
6. Switch to the space tab of the workspace explorer to see that the four
d. Place Volume by Four Points

1. In Space Management, start the Place Drawing Volume by Four Points
command.
2.
4. Using pinpoint, for your first point enter E 72, N 58, EL 0. This point
will define your starting point.
5. Click in the workspace to place your first point
6. For your second point, enter E 72, N 2, EL 0. This point will define
your X-AXIS, based on the starting point to this point.
7. Click in the workspace to place your second point.
8. To place your third point, unlock the coordinates by clicking on the lock
buttons beside the coordinate values and enter E 112, N 2, EL 0. This
point will define your Y-AXIS, based on the second point you placed to
this point.
9. Click in the workspace to place your third point.
10. To place your fourth point, unlock the Elevation coordinate by clicking on
the lock button
beside the coordinate value and enter EL 30.5
11. Click in the workspace to place your fourth point. Notice when you click
in the workspace, your volume is created.
12. Switch to the space tab of the workspace explorer to see that the five
D. Updating the documents

1. Switch to the Drawings and Reports task.
2. Expand the tree to GA Drawings and right mouse click on Piping Plan.
3. Select Create Drawings.
4. Five drawings are created, select the first one, right mouse click and select
Update Now. This takes a couple of minutes.
5. Open drawing to view it.
6. Continue by updating the remaining drawings and viewing them.
Composed Drawing Workflow

Composed Drawings can be created using a combination of commands available in the
3D tasks, the Drawings and Reports task and the 2D Drawing Editor. They can created in
the 3D Tasks, manage them in the Drawings and Reports task, and modify the templates
and the drawing layout in the 2D Drawing Editor.
Composed Drawings can be created using Drawing volumes, Space Volumes and
Snapshot volumes. In the lab below, the drawing volumes created in the previous lab
will be used to create a Composed Drawing.
A. Creating the Component and Drawing

1. If you are not already in the Space Management task, change to this task by
selecting Tasks > Space Management from the menu bar of your current SP3D
environment.
2. In the Space Management task, select Tools > New Drawing. The following
dialog will display:
3. For the Location property, drop down the select list and choose More. In the
Select Drawing Component dialog select the GA Drawings folder and click
OK. This will place a new component under the GA Drawings hierarchy in
Drawings and Reports called New Composed Drawings.
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4.
For the Name property, type in Composed Drawings Lab. This will be the
name of the physical drawing created in the component created in step 3 above.
5. For the Layout Template property, drop down the select list and choose
More. In the Select Template, select the Empty.sha template and click OK.
6. For the Border Template property, drop down the select list and choose More.
In the Select Template dialog, double click the Imperial folder. Select the
D_Wide_NoteArea.sha template and click OK.
7. Click OK on the Drawing Sheet General Properties dialog, which will open the
Shape2D drawing editor behind SP3D. Bring the Shape2D drawing editor up as
the active application.
B. Placing the Views

1. In Shape2d, fit the view
horizontal toolbar.
and select the Place View command
from the
2. With this command active, place the view in the drawing frame using a two point
method. At the B1 position of the drawing frame, click once to place your first
point. Drag the mouse to position F4 and left mouse click to place your second
point.
3. After the view is placed the Drawing View Properties dialog will display. On
the view tab of this dialog, drop down the Style select list and choose More.
This will open the Select View Style dialog. In the Orthographic folder, select
the Structure Framing Plan view style and click OK.
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4. Notice, after the view style is selected, more options appear for the definition of
this view. It will look as follows:
5. For the Name property, type in View1.

6. For the Scale Family property, drop down the select list and choose Metric
Units.
7. For the User Selected Scale property, select 1:50mm
8. Scroll down in this dialog and locate the property Look Direction. This field
should be set to Looking Plan. If it is not, do so by dropping down the select
list in the Value column and set this property to Looking Plan.
9. Click OK on the Drawing View Properties to save and close this dialog. Once
this dialog is closed the drawing template will save the changes automatically
made to the template up to this point.
10. Similar to step 8 and 9, place another view, where the first point of the view is
placed at B5 and the second point at F8.
11. Again, set the View style to Structure Framing Plan.
12. Name this view View2, set the Scale Family to Fit to Scale, and make
sure the Look Direction is Looking Plan and click OK on the Drawing View
Properties dialog. Again, the changes will be save to the template.
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C. Associating the Volumes to Views

1. After placing the views, the volumes will need to be associated to them. Holding
down the Ctrl key, select all the views on your template, by left mouse clicking
on the border of the views, and select the Associate Objects to View command
located on the horizontal toolbar.
2. With this command active, go back to SP3D, which is open behind the Shape2D
drawing editor and notice the ribbon bar in SP3D. The ribbon bar should look as
follows:
For View1, select the volume placed in a previous lab as shown below:
3. Once you have selected the volume for the first view, notice the name in the
Select view drop down list change to the next view name from the border.
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4. For View2, select the volume placed in a previous lab as shown below:
5. You have now associated both views from the template to volume objects in order
to get the contents from the volume in these views, using the Plan Looking
orientation. Go back to the Shape2D drawing editor and close the application.
D. Updating the Drawing

1. Change to the Drawings and Reports task by selecting Tasks > Drawings and
Reports from the menu bar of your current SP3D environment.
2. Navigate to the new component created in the GA Drawings folder in the
Management Console and select it. The new component will be named New
Composed Drawings.
3. Notice the drawing created named Composed Drawing Lab. Right mouse click
on the drawing and select Update Now.
4. When the drawing is Up-To-Date, double click the drawing to view the results.
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Snapshot Drawings Workflow

A. Creating a Default View Style
1. If you are not already in the Drawings and Reports task, do so by selecting
Task > Drawings and Reports from the menu bar.
2. In Drawings and Reports, select Tools > Define View Style. The
following dialog will appear:
3. In the View Style Type: drop down list, select the Orthographic option.
4. To create a new style for snapshot drawings, select the New Style
button. This will create a new style in the list of orthographic view styles.
Rename this style to Default1.
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5. To view the properties of this style, either double click the new style
created or select the properties button
, while the style is highlighted.
The following View Style Properties dialog will appear:
6. For the Filter Behavior drop down list, select Filters provide overrides
to set of objects (Snapshot). Click OK to accept changes and close this
dialog.
B. Creating a Compose Drawing Type

Snapshot drawings are placed on a drawing component called Composed Drawings.
This component can be created in one of two ways.
a. Creating Drawing component in Drawings and Reports

1. Right mouse on the GA Drawings folder under the Plant and select New
2. In the Add Component Dialog, from the General tab, select Composed
Drawings
3. Rename the newly created drawing type to Snapshot Composed
Drawings
b. Creating Drawing component in Modeling Task

1. Go into the Common Task by selecting Task > Common from the menu
bar.
2. In the Common Task, select Tools > New Drawing from the menu bar.
The following Dialog will appear:
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3. For the Property Location, drop the list down in the Value column and
select More. This will display the hierarchy created in the Drawings
and Reports task. Navigate to and select the GA Drawings folder and
click OK.
4. For the property Name type in Snapshot. This field will define the
name of the drawing in the Drawings and Reports task.
5. For the property Layout Template, drop the list down in the Value
column and select More. Currently, there is only one pre-defined
template Empy.sha. Choose this template and click OK.
6. For the property Border Template, drop the list down in the Value
column and select More. On the Select Template dialog, double click
the Imperial folder, which will extend the list, select the D_Wide_Note
Area.sha as the border template and click OK. This will create a new
component in Drawings and Reports, under GA Drawings, named New
Composed Drawings.
7. Click OK on the Drawing Sheet General Properties dialog. This will open
the Shape2D drawing editor application, containing the template chosen in
the previous step, allowing you to place views. Since we have no
Snapshot views to place on the template, we must create these views in
SP3D. Leaving the Shape2D application open behind SP3D, procede to
the next lab.
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C. Snapshot the views

1. While in the Common task, redefine the workspace to be Plant Filters >
Training Filters > U01.
2. Set the 3D view orientation to plan and fit the graphic view.
3. Clip the view to all elements using clip by object command. To do this,
using the mouse, click and hold the left mouse button in the modeling
space, and fence in all objects from U01 as follows:
When you release the mouse, all objects will highlight in a magenta color
scheme. With these objects selected, activate the Clip By Object command
, located on the horizontal toolbar. This is done to restrict the Snapshot
view to only the objects to be drawn and eliminate extra whitespace. To get
out of the Clip By Object command, right click twice in the modeling space.
4. Select Tools > Snapshot View. Once this command is active, you will be
presented with the following ribbon bar:
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5. For the Drawing type field, drop down the select list and choose
More. This will open the Hierarchy in Drawings and Reports. Navigate
to GA Drawings and select New Composed Drawings. Click OK.
6. For the View name field, type in Iso.
7. By typing in the View name, the next field, Naming rule, will default to
User Defined.
8. For the View Style field, drop down the select list and choose More.
This will open the dialog Select View Style. Select the Default1 view
style, created in a previous lab and click OK.
9. For the Space Folder field, drop down the select list and choose More.
The Select Space Folder dialog will open. Navigate to GA Drawings
and select U01 and U02 > Snapshot and click OK.
NOTE: This defines where, on the Workspace Explorer Space tab, this
view will be stored for future use.
10. Once these fields have been populated, click the Finish button on the far
left of the ribbon bar.
11. Set the 3D view orientation to North and fit the graphic view (or make the
North view the active view)
12. Snapshot another view named North.
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D. Composing the drawing

1. Set the Shape2D drawing editor application as the active window on the
desktop.
2. In Shape2D, select the Place Snapshot View button
located on the
horizontal toolbar. This will activate a new ribbon bar as follows:
3. For the View Name field, drop down the select list and notice that only
the two view that were created in the previous lab are displayed. Select
the view named Plan for this field.
4. For the View Style field, the style defined while placing the view is
remembered and will be the style used. In this case, we are using the
Default1 view style created in a previous lab.
5. For the View Scale field, the Fit to Scale option is defaulted, which is
what will be used in this example. To view the available scale families,
simply drop down the select list.
6. Once these fields are populated, place the view in the drawing frame using
a two point method. At the A1 position of the drawing frame, click once
to place your first point. Drag the mouse to position G4 and left mouse
click to place your second point.
7. Similarly place the North view on the same drawing where point one is at
A5 and point two is at G8.
8. Once these views are placed, the document will automatically save. Close
the Shape2D drawing editor application.
E. Updating the documents

1. Go into the Drawings and Reports task by selecting Tasks > Drawings and
Reports.
2. Expand the GA Drawings folder and click on the New Composed
Drawings component in the Management Console. Notice, under this
component, the drawing Snapshot created in a previous lab.
3. Right click on the drawing Snapshot, and select Update Now.
4. After about 1-2 minutes the drawing is updated. Right click on the
drawing Snapshot and select Edit to view the output of the drawing.
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Drawings by Query Workflow

A. Using a Predefined Package (User Workflow)
1. Right-click on GA Drawings and select New
2. In the Add Component dialog, on the General tab, select Drawings by
Query Manager and click OK
3. Right click on the Drawings By Query Manager component that was just
added to the Management Console and select Rename. Rename this
component to Pipe Support Drawings
4. Right click on Pipe Support Drawings component and select Setup
5. For the Filter property, drop down the select list and choose More. In
the Select Filter dialog select the U01 filter from Plant Filters > Training
Filters > U01.
6. For the Package property, drop down the select list and choose More.
In the Select Package dialog, select Pipe Support Drawings and click
OK.
Steps 5 and 6 are illustrated below:
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7. On the Setup dialog, click OK to save and exit the setup.

8. Right-click on the Pipe Support Drawings component and select Run
Query. Wait till the tree is automatically created.
9. Right-click on the lower Pipe Support Drawings node and Create
Drawings
10. Right click on the drawing PS-01 created in the Detailed View and select
Update Now
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B. Creating a DBQM Package (Admin Workflow)

1. In Drawings and Reports Task, right-click on GA Drawings and select
New
2. In the Add Component dialog, on the General tab, select
Orthographic Drawings By Query and click OK.
3. Right click on the Orthographic Drawings component created in step
2 above and select Rename. Rename this component to Drawing
Volumes by Query.
4. Right click on the Drawing Volumes by Query component and
select Setup.
5. For the property Filter, drop down the select list and select More.
In the Select Filter dialog, navigate to Catalog Filters > Default
Filters > SP3D Object Filters > Object Types > Space > Space
Entities: and select the Drawing Volumes (do not select the Drawing
Volumes folder) and click OK.
6. Click OK on the Select Filter setup dialog to save and exit the setup.
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7. To setup the drawing template, right click on the Drawing Volumes

by Query component and select Edit Template. This will open the
Shape2D drawing editor.
8. On the horizontal toolbar, select the Place Drawing View command

.
9. To place the view using two points, left mouse click at position B2 in
the drawing frame and drag the mouse pointer to position G7 and left
mouse click again. This will place the view and open the Drawing
View Properties illustrated below:
10. For the Name property, type in Volume.

11. For the Description property, type in Volume. This field is not
required to contain data.
12. For the Style property, drop down the select list and select More.
In the Select View Style dialog, choose the Structural Framing Plan
view style and click OK.
13. For the Orientation property, the defaulted value that is supplied is
the Looking Plan orientation. For this exercise, leave this value as
the Orientation.
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14. For the Scale property, the defaulted value that is supplied is the
No Scale scale. For this exercise, leave this value as the Scale.
This dialog should look as follows:
15. Click OK to save and exit the Drawing View Properties dialog.
16. Exit out of Shape2D drawing editor and when prompted to save,
choose Yes.
17. Now that the query is setup and the template has been created, the
package needs to be saved. To save this component as a package,
right click on the Drawing Volumes by Query component and select
Save package.
The following Save Package dialog will appear:
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18. For the Package Name: property, type in Volumes by query.

19. For the Package Description property, type in Drawing Volumes.
20. For the Tab Name property, drop down the select list and choose
Orthographic (by Query). Click OK to save the package.
21. Redo Section A (Using a Predefined Package) using the package
defined in this lab (Volumes by query)
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Microstation 3D DGN Workflow

1. Right-click on GA Drawings and select New..
2. From the Add component dialog, select Microstation 3D DGN from the
General tab
3. Right-click on New 3D DGN Drawings and click Setup
4. Verify that the style is set to 3D DGN
5. Switch to the Space Management task

6. Start the Place Drawing Volume by Selection command
7. On the ribbon bar, pick New 3D DGN Drawings in the Drawing Type
field and click OK.
27
8. Select the slab, one of the top beams and one of the pumps as shown
9. Click Finish to create the volume

10. Switch to Drawings and Reports task, create drawing and update. Wait
while MicroStation is opened and closed.
11. Double-click the drawing to open and view the output 3D DGN file.
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3D Model Data (SmartPlant Review)

Workflow
1. Right-click on GA Drawings, select New and add a New 3D Model
Data component from the General tab
2. Right-click on 3D Model Data and Setup
3. Pick the U01 filter and designate a location on your disk to save the xml
and vue files that will be output in order to import into SPR. Name the
files U01.xml and U01.vue.
4. Create Drawing, a drawing named 3D Model Data-1-0001 is created.

5. Right mouse click on this drawing and select Update Now
6. Double-click the U01.vue file to open and review it in SmartPlant Review.
29
Setting Drawing Properties

Exercise:
1. Select the Plant parent level in the hierarchy, right click, and select
Properties. Add values for the following attributes;
2. OK the form to save the Plant level attributes.

3. Right click on the GA Drawings folder, select Properties and review the
attributes. Note that the Plant level attribute values have been applied to the
GA Drawings folder.
4. Edit the Title 2 text for GA Drawings properties to read GA Drawings Level
Data
5. OK the form and exit.
6. Reselect the Plant root level, right click, and select Properties. Change the
Title 1 attribute string to read Plant Level Data. OK and exit the form.
7. Select the GA Drawings folder, right click, select Properties. Note that the
Plant Level attribute for Title 1 has automatically changed to Plant Level
Data in Drawings GA as changed above.
30
8. Similar attribute behavior is seen for all plant folders, snap-ins, and items
(drawings, reports, or isos).
31
Search Folders
The Search Folder component allows you to search for documents based on
common properties such as out-of-date status, approval, or documents that have
been published to a certain contract in integrated environments. You can create a
Search Folder component in any folder in the Management Console. After
running the query defined for a Search Folder, you can perform such tasks as
Update or Publish as if you were working from the actual owning component
location for the documents.
In this lab, we will create a Search Folder that will return all drawings that are
out-of-date.
1. While in the Drawings and Reports Task, Right-Click on the root component
SP3D Train, then in the drop-down list Select New.
2. From the Add Component dialog, on the General Tab, Select Search
Folder, and Click OK.
3. This will add a component called New Search Folder into the Drawings and
Reports hierarchy. Right-Click on New Search Folder and Select Setup.
4. In the Setup dialog, for the Filter property, drop down the select list and
choose More. This will bring up the Select Filter dialog. Click on the
Plant Filters folder and select the New Filter (Simple or Asking) button
on the horizontal toolbar.
5. On the New Filter Properties dialog, type in Search Filter for Out-of-Date
Volumes for the Name property.
32
6. Click on the Properties tab in the filter definition dialog.

7. For the Property property, drop down the select list and choose More.
This will open the Select Properties dialog.
8. For the Object type used as the basis for the property identification
property, drop down the select list and choose More. This will open the
Select Object type dialog. Select the Drawing Sheets folder as follows
and click OK:
9. With the Relationship property set to Direct Property of Object Type and
the Display properties in this category set to Standard, scroll to the
bottom of the list at the bottom of this dialog and select the UpToDate
33
property, as follows, and click OK:
10. For the Operator property, drop down the select list and choose =.
11. For the Value property, drop down the select list and choose Border Out
Of Date. The selection should look as follows:
12. Click OK to save and exit the filter definition.
34
13. On the Select Filter dialog, select the filter that was just created and click
OK, which will save and close out this dialog.
14. On the Setup dialog, set the Start From: property to SP3DTrain. Click
OK to save and exit this dialog.
15. In the Management Console, right click on the New Search Folder and
select Run Query.
16. This will return the drawings that meet the criteria in the filter definition.
35
Drawings Editor (SmartSketch)

Basics
Where to find Drawings Editor inside SmartPlant 3D
By default, SmartPlant 3D does not have an icon to initiate the Drawing
Editor application. A shortcut must be created to access the Drawing Editor
application.
To create a shortcut to the Drawing Editor go to the following directory:
C:\ProgramFiles\SmartPlant\3D\Common2D\Shape2D\Bin\Shape2Dserver.ex
e and put the shortcut in Start Menu>Programs>Intergraph SmartPlant 3D or
on the desktop.
Setting up Properties for a Document

Properties on the File menu allows you to view, edit, and store properties for a
document. Document properties can include the title, the author, and keywords that
identify important information. These properties also can include document statistics,
such as document size and the date that a document was created and last modified. Some
properties, such as the date the document was last modified, are updated automatically.
To set the properties, you can click the Properties command on the File menu.
Note: You can also right click on a blank area of the drawing to access Properties from
the shortcut menu.
36
Units Tab
The units of measure settings for a document are stored as a property. If the
units of measure are changed, all subsequent measurements entered and
displayed are affected.
Units of measure can be set in either Imperial or Metric units for values such
as length, area, or angle. The units of measure can be changed at any time and
the document still retains complete accuracy of the objects already placed on
the drawing.
Length Readout
Sets the unit of measure and precision readout for the length values in a document.
Angle Readout
Sets the unit of measure and precision readout for the angle values in a document.
Area Readout
Sets the unit of measure and precision readout for the area values in a document.
37
Precision
The precision readout sets the number of significant figures to display. It sets the
accuracy of the unit readout value. The precision setting does not alter the numbers that
you type into the fields, only the display of the numbers in the field. Values ending in 5
are rounded up. For example, if the precision readout is .123 and you draw a line that is
2.1056 inches long, then the line value length is rounded. The length value appears as
2.106 inches long. If you are using mm as your drawing sheet units, you can have the
values display in the fields as 3.5 mm or 3.50 mm.
Note: When you set the units of measure for a document, the settings do not affect the
dimensional values for the document. You can set units for the dimensional values with
the Dimension Properties dialog box. You can access this dialog box by selecting a
dimension and then clicking the Properties command on the shortcut menu. You can
also set the dimension units by editing a dimension style with the Dimension command
on the Format menu.
Working Sheets
Working sheets are similar to pages in a notebook. Sketches or drawings can be placed on
different drawing sheets in the document. For example, one idea can be drawn for a
design on one drawing sheet and another idea on another drawing sheet. Both drawings
are saved as part of the same document.
Working Sheet Setup
Each working sheet has its own setup. Working sheet characteristics, such as the size and
scale of the sheet, can be modified with the Sheet Setup command from the File menu.
After setting the options on the Sheet Setup dialog box and then selecting the Save
Defaults button, all new sheets will have the same characteristics.
Access the sheet setup dialog box by selecting sheet setup from one of the following:
From the File menu, select Sheet Setup.

Position the mouse pointer over a selected sheet, click the right mouse button, and
select Sheet Setup from the shortcut menu, or just double left click on the sheet
tab.
38
When the scale is specified using the Sheet Setup command from the File menu,
everything on the sheet is scaled except dimensions and annotations. For example, if the
scale is one inch to ten inches (1:10) and a line 30 inches long is placed, the line is three
inches long in proportion to the sheet and three inches long when printed. However, a
dimension measures the length of the line as 30 inches.
Dimension and annotation sizes in the sheets are independent of the view scale. For
example, the height of dimension text will be printed at the specified size regardless of
their screen appearance.
Graphics elements on the attached background sheet are always displayed at a 1:1 scale.
They are not affected by the scale factor for the working Sheet Setup command.
Size and Scale Tab

Defines the details for the drawing sheet size, scale, and print setup information.
Sheet Size
Sets the size of the drawing sheet.
Same as Print setup
Sets the drawing sheet size using the current print setup definition. For example, if the
printer is set up as 8 1/2 X 11, the drawing sheet size is set up as 8 1/2 X 11.
Standard
Defines the drawing sheet size from a list of standard ANSI and ISO paper sizes.
Custom
Defines the drawing sheet size according to the entered x and y values.
39
Drawing Scale
Sets options for the scale of the drawing sheet.
Scale (1:1)
Sets the drawing scale to a 1:1 ratio. This means that the representation of the object on
the drawing sheet is the same size as the real-world object being described.
Select scale
Sets the drawing scale to a standard ratio. The specified ratio defines the size of the
drawing in relation to the size of the real-world object. For a 2:1 ratio, the 2 represents
the size of the drawing and the 1 represents the size of the real-world object.
Custom
Defines a custom scale ratio. The first value defines the distance on the drawing sheet and
the second value defines what the distance is equal to in the real world.
Paper Units
Sets the paper units for the drawing sheet.
Units
Controls the display of numeric values in dialog boxes that define the size of non-scaled
objects. Some examples of non-scaled object values are text height and line width. This
setting has no affect on dimension units.
Only value boxes use this option. For example, if working in feet and inches, the user can
specify to read and enter values for text height in fractional inches.
(1/8" instead of 0.00'-0.125")
Precision
Sets the number of significant digits to display, or the accuracy of the unit read-out value.
The precision setting does not alter the numbers that can be typed into the fields, only the
display of the numbers in the fields.
For example, if you set this control to .001 and you draw a line that is 2.1056 inches, then
the line length value is rounded. The length value appears as 2.106 inches. If you set this
control to 0.01 and you type a line length value of 3.5 mm, the length value appears as
3.50 mm.
40
Layers
Layers can help group elements so they can be manipulated more easily on a drawing
sheet. Layers also make it easier to keep track of different types of elements. Each
drawing sheet in a document can contain many layers. This is similar to each sheet
having many transparencies.
When drawing an element, it is assigned to the active layer. To see which layer is active,
or to change the active layer, use the Layers command from the Tools menu.
Displaying Layers
To view elements on specific layers, layers can be turned on or off with the Layers
command from the Tools menu or by clicking the Layers icon on the Main toolbar.
When turning layers off, the elements assigned to those layers on the drawing sheet
cannot be seen. For example, you can assign lines to one layer and closed elements to
another layer. If you turn off the layer for the closed elements, you see only lines on the
drawing sheet.
41
Layer Ribbon Bar

The Layer ribbon bar is used to display the active layer, create new layers, change the
active layer for drawing or for elements, and display the layer status.
Active Layer
Displays the active layer on the drawing sheet. The active layer can be changed by
selecting from a list of all the layers on the active sheet. To create a new layer, type the
name of the new layer in the Layer box and press Enter
Change Layer
Accesses the Change Layer dialog box so that the layer of element(s) can be changed.
This option is available only when elements on the drawing sheet have been selected.
Layer Display
Accesses the Layer Display dialog box. This dialog box has a layer list that can be used
to display or hide layers on the drawing sheet.
Relationships are maintained between elements that are assigned to different layers on a
drawing sheet. For example, suppose a line and a circle are tangent and they are assigned
to different layers. If the line's layer is displayed and the circle's layer is hidden, you can
still see the tangent relationship handle on the line. If the line's layer is hidden as well, the
tangent relationship handle is hidden.
Grid Display in Drawing Editor

Placing Elements with a Grid: An Overview
The grid and its grid lines allow elements in the document to be placed by aligning them
with the grid lines or nearest intersection of the grid lines. The grid can be used to line up
elements at regular intervals in a document. The options to set up the grid can be found
by going to the Tools>Options dialog box, and selecting the View tab.
42
Grid Display
Displays a grid so that elements can be placed with precision. The grid lines are visual
aids but are not considered part of the document and do not print.
Grid Snap
Aligns elements with the grid while it is active. The grid can be used as an invisible set of
lines in the document that helps to align elements. When Grid Snap is set, but the
display is off, elements always align with the nearest intersection of the grid lines
whether they are visible or not.
Note:
Grid snap does not work while you identify elements that are aligned along grid
lines. To override this, press the Alt key while identifying these elements.
Relationship and alignment indicators override the grid snap. You can suppress
the indicators by pressing Alt.
Grid Style
Changes the format of the grid lines to either static or dynamic.
Zooming in or out, the software dynamically generates the grid lines for a dynamic grid.
Set dynamic grid lines to appear at fine, medium, or coarse levels using the Grid Density
setting (see below). The grid lines appear at common major measurement increments. A
dynamic grid displays index lines that intersect with the darker, solid grid lines.
A static grid displays solid grid lines that do not move as you zoom in or out. The grid
maintains a constant minimum spacing.
Grid Index
43
Determines the number of index grid lines, also known as minor grid lines, to be equally
spaced between the major grid lines. This option is available only if you select Static in
the Grid Style list box.
Grid Spacing
Sets the spacing of the major grid lines. This option is available only if Static is selected
in the Grid Style list box. The selected options on the Units tab of the Properties dialog
box determine the units that can be entered, such as inches or centimeters.
Grid Density
Changes the number of dashes in the index lines, or minor grid lines, between
intersections with the grid lines. This option is available only if Dynamic is selected in
the Grid Style list box.
Turn On or Off Grid Display and Grid Snap
Grid Display and Grid Snap can also be turned on and off from the right-click shortcut
menu or by going to the View pull-down menu.
44
Creating Graphics with Drawing

Editor
The Draw Toolbar
Many drawing commands are located on the Draw toolbar. On the toolbar, some
command buttons may display fly-outs when you click and hold the command button on
them. These buttons have a small black arrow in the lower right corner. Fly-outs present a
grouping of commands functionally related to the original command displayed.
Fly-out Menu
Line
Draws one line or a series of connected lines. The Line Fly-out menu contains two
additional tools that may be used to draw linear elements: Line/Arc Continuous and Place
Double Line.
Tangent Arc
Draws an arc tangent or perpendicular to one or two elements. The Arc Fly-out menu
contains two additional arc drawing tools: Arc by Edge and Arc by Center Point.
Curve
Draws a smooth, open or closed curve.
45
Circle by Center Point

Draws a circle using a center point and radius. The Circle / Ellipse Fly-out menu contains
several additional commands: Circle by 3 Points, Tangent Circle Command, Ellipse by
Center Point and Ellipse by 3 Points.
Rectangle
Draws a rectangle using three points. The first two points define the width and rotation
angle of the rectangle, and the third point defines the height. The first two points define
the width and rotation angle of the rectangle, and the third point defines the height.
Point
Places a point in the drawing.
Using the Line command:

1. From the Draw toolbar, select the
Line tool.
2. Place a point on the drawing sheet to define the start of the line. (1)
3. Click where the line is to end. (2) This defines the lines length.
4. Do one of the following:
To end the line, press the right mouse button or press the <Esc> key.
To draw a series of connected lines, click where each line segment is to

end and then click the right mouse button.
Values can be typed in the Length or Angle fields on the ribbon bar. A combination of
graphic and ribbon bar input can be used.
To draw an arc tangent to an element

1. From the Draw toolbar, select the
Tangent Arc tool.
2. Select a point on the element that the new arc is to be tangent to. This can be a
point on a line, an arc, or any curved element.
46
3. Pass the mouse cursor through one of the intent zones displayed at the position
just selected. If the command dynamics show an arc perpendicular to the existing
element, move the mouse cursor back to the intent zones and exit through a
different quadrant. The quadrant selected also determines the side of the element
where the arc appears.
4. When the command dynamics show the arc you want, press the left mouse button.
Note: The mouse cursor can be dragged to draw an arc. Instead of clicking to define the
radius and sweep of the arc, values can be typed in the Radius and Sweep boxes on the
ribbon bar. A combination of graphic and ribbon bar input can be used. Drawing Editor
indicators and PinPoint can also be used with this command.
How PinPoint Works

PinPoint provides coordinate input to drawing commands. The x and y coordinates are
relative to a target point that can be positioned anywhere in the application window. The
location of the target point can be changed at any time by selecting the Reposition
Target button on the ribbon bar and then clicking a new position in the application
window.
47
PinPoint
To start PinPoint, click the PinPoint command from the Tools menu or select the
PinPoint command from the Main toolbar.
Main Toolbar
PinPoint Ribbon Bar
Display On/Off
Displays or hides the PinPoint help lines and distance values. F9 is a shortcut toggle.
Reposition Target
Attaches the target point to the cursor so that it can be repositioned. Used to select where
the target point is to be. F12 can be used as an alternate method to move the target.
Relative Tracking
If activated the PinPoint target will move to the last point clicked while using the drawing
tools.
48
Define PinPoint Origin

Allows the user to locate the origin in X,Y coordinate points for the document using the
Define PinPoint Origin ribbon bar. The Save PinPoint Origin button on the ribbon
must then be pressed in order to save this defined origin position within the document.
Reposition Target to Origin

Moves the PinPoint target to the X,Y position that was saved using the Save PinPoint
Origin on the Define PinPoint Origin ribbon bar.
Angle
Specifies the angle of the PinPoint X-axis relative to its default horizontal orientation.
Positive values rotate the horizontal line counterclockwise. Negative values rotate the
horizontal line clockwise.
Step
Specifies the PinPoint step value. The step value is an incremental distance along the
PinPoint coordinate axes. When the distance between the target position and the current
cursor location is an increment of the step value, the related coordinate value and help
line become bold. This can be useful to maintain consistent spacing between elements.
X
Locks the horizontal distance between the target point and the current cursor location to
the value specified. F10 is a shortcut toggle for this lock setting.
Y
Locks the vertical distance between the target point and the current cursor location to the
value specified. F11 is a toggle to lock/unlock this setting.
When moving the cursor, PinPoint dynamically displays the horizontal and vertical
distance between the current cursor location and the target point. Help lines show the
PinPoint X and Y axes and the PinPoint orientation.
Locking and Freeing Values

The X coordinate and/or Y coordinate can be locked using the X and Y boxes on the
ribbon bar. When one coordinate value is locked, the other coordinate value can be
positioned by selecting a location in the application window or setting both values using
the ribbon bar boxes. If you want to free the dynamics for a locked value, clear the value
box by double-clicking in the box and pressing the Backspace or Delete key.
49
PinPoint Orientation
In its default orientation, the PinPoint X-axis is horizontal. To re-orient it to any angle,
set the angle on the PinPoint ribbon bar. The figure shows the PinPoint angle set to 20
degrees.
PinPoint Reposition
Do one of the following:
On the PinPoint ribbon bar, click the Reposition Target

button. The target
point is attached to the cursor. Select where the target point is to be.
Press the F12 key on the keyboard. The target point moves to the current cursor
location.
Draw with PinPoint

1. From the Main toolbar, select PinPoint
.
2. Click where the target point is to be. (1) Or use Esc to set it to 0,0 on the
sheet.
3. Select any drawing command. When moving the cursor, PinPoint

displays the coordinates of the current cursor location in relation to the
target point (2), (3). To provide precision input to the current command,
press when the coordinate display indicates that the cursor is in the correct
position or type coordinate values in the X and Y ribbon bar boxes.
Notes:
When the cursor reaches a distance from the target point that is a multiple of the
Step value set on the ribbon bar, the related coordinate value and help line
become bold.
If the exact x and y distances are known from the target point that is to be used as
the command input, type the values in the X and Y ribbon bar boxes.
50
A known x or y value can be typed into the X or Y ribbon bar box to lock one axis
position, then graphically define the coordinate for the other axis.
The target point can be moved at any time. Select the Reposition Target button
on the ribbon bar, and then click where the target point is to be.
The PinPoint x-axis can be re-oriented. Type a positive value in the PinPoint
Angle box on the ribbon bar to rotate the axis counterclockwise, or a negative
value to rotate the axis clockwise.
Move an Element with PinPoint and the Select Tool

PinPoint can be used with the Select Tool to move an element a precise distance in x and
y relative to a known position in the drawing.
1. From the Draw toolbar, click the Select Tool
2. From the Main toolbar, select PinPoint

.
3. Select where the PinPoint target point is to be. (1)
4. Position the Select Tool cursor over the element to be moved. (2) Drawing Editor
indicators can be used to locate keypoints on the element.
5. When Drawing Editor indicates the keypoint to be used as the handle point for the
move operation, begin dragging the element. PinPoint displays the distance
between the target point and the reference point as you drag. (3)
6. Release the mouse button when the element is in the desired location. (4)
7. Click away from the element that was moved to deselect the element.
51
SmartSketch Settings (Drawing with Relationships)

SmartSketch Settings are dynamic drawing aids that help create technically
sophisticated drawings quickly and easily. These settings can be used with any drawing
command. When drawing, Drawing Editor tracks the movement of the mouse cursor and
shows a temporary, dynamic display of the element being drawn. This temporary display
shows what the new element will look like when clicking at the current position.
Drawing Editor gives information about the element being drawn by displaying
relationships between the temporary dynamic element and the following:
Other elements in the drawing

Horizontal and vertical orientations
The origin of the element you are drawing
When Drawing Editor recognizes a relationship, it displays a relationship indicator at the

mouse cursor. As the mouse cursor is moved, Drawing Editor will update the indicator to
show new relationships. If a relationship indicator is displayed at the cursor when
clicking to draw the element, the software can apply that relationship to the element (if
Maintain Relationships is active). For example, if the Horizontal relationship indicator
is displayed when you click to place the second end point of a line, then the line will be
exactly horizontal.
To suspend SmartSketch Settings
1. Hold down the <Alt> key on the keyboard. Drawing Editor does not recognize
any relationships while holding down this key.
2. Release the <Alt> key to reactivate SmartSketch Settings.
52
Relationship Indicators
Intersection
Displays when you are at the intersection of two elements.
End point
Displays when you are at the end point of an element.
Midpoint
Displays when you are at the midpoint of an element.
Center point
Displays when you are at the center of a circle or an arc.
Point on element
Displays when you are at any point on an element.
Horizontal or Vertical
If the Horizontal relationship indicator displays when drawing a line, when clicking to
place the second end point of the line, the line will be exactly horizontal. If the Vertical
relationship indicator displays when drawing a line, when pressing to place the second
end point of the line, it will be exactly vertical.
Parallel
Displays when a parallel relationship exists between two elements.
Perpendicular
Displays when a perpendicular relationship is recognized.
Tangent
Displays when a point of tangency is passed through.
53
Drawing with the SmartSketch Settings example:
How Relationships Work

An element that has no maintained relationships applied to it can be moved and changed
in various ways. For example, when there are no maintained relationships between two
lines (A), each line can be moved and changed without affecting the other. If applying a
perpendicular relationship between the two lines (B) and moving one line, the other line
moves with it.
When applying a relationship between elements, the relationship is maintained when

modifying either element. For example:
If a line and an arc share a tangent relationship, they remain tangent when either
element is modified.
If a line and an arc share a connect relationship, they remain connected when
either element is modified.
54
The Select Tool, Find Command and

Modification Tools
Select Tool
The Select Tool can be used to select a single element, a group of elements, or all
elements that lie within a specified area.
When an individual element is selected, the element changes to the selection color and
the elements handles are displayed. Handles are solid squares at significant geometry
positions on a selected element, such as end points and center points. Handles allow you
to directly modify an element by dragging a handle to change the element's shape.
Although more than one element can be selected at a time, only one element can display
handles. When you select multiple elements or grouped elements, they change to the
selection color.
Select Tool Ribbon Bar

The ribbon bar contains settings that allow the user to determine if the elements selected
must be completely enclosed by the fence (the inside setting), or if the overlap feature is
activated then the fence need only touch a portion of an element for it to be selected.
Many manipulation commands, like delete, move, copy, and rotate, act upon all elements
in the selection set.
Inside
(Default) Only elements that lie entirely inside the fence are selected.
Overlapping
Elements that lie inside and elements that overlap any portion of the fence are selected.
Top Down
(Default) Specifies that groups of elements are located as opposed to individual elements
in a group.
Bottom Up
Specifies that individual elements in a group are located as opposed to the whole group.
55
Polygon Fence Locate

The Polygon Fence Locate tool creates a select set by drawing a rectangular or
polygonal fence around objects based on points that you define.
Polygon Fence Locate Ribbon Bar
The ribbon bar contains settings that allow the user to select a rectangular fence shape or
user-defined polygon fence shape.
Rectangle
Creates a select area, or fence, by drawing a rectangle around points that you define.
When you drag the mouse to define a rectangular fence, a dashed rectangular outline
dynamically appears as you drag. When you reach the desired size, release the mouse
button to create the fence. The dashed fence outline disappears and the elements are
selected.
Polygon
Creates a select area, or fence, by drawing a polygon around points that you define.
Following the first point, click the remaining points to define the polygon. Points are
placed when you release the mouse button. Right-click to end the polygon. The dotted
outline disappears and the elements are selected.
Inside
Specifies that elements inside the fence are selected.
Overlapping
Specifies that elements overlapped by the fence are selected, as well as elements inside
the fence.
Top Down
Specifies that groups of elements are located as opposed to individual elements in a
group.
Bottom Up
Specifies that individual elements in a group are located as opposed to the whole group.
Locate Filter
Opens the Define Filter Locate dialog box where you can specify a filter for the selection
of specific drawing elements. Filters allow you to select specific types of drawing
elements, or all drawing elements.
56
PickQuick
PickQuick aids the selection of individual elements when there are several clustered very
tightly together. If the cursor is placed where multiple elements overlap, three ellipses
will appear at the lower right of the cursor. When the left button is pressed, a numbered
toolbar appears. As the cursor slides over a number, the corresponding element
highlights. Picking that number selects the corresponding element.
In Drawing Editor, elements may be pre-selected for manipulation, which sometimes
makes manipulation easier. The manipulation of several elements at the same time is also
made easier by pre-selection.
To select an element with PickQuick
1. Position the cursor over the elements to be selected from and pause the cursor
there.
2. When the cursor changes to an ellipsis (three dots), click. The software displays
the Selection toolbar near the cursor, with a button for each selectable element.
3. Move the cursor over the PickQuick buttons without clicking to highlight the
corresponding elements.
4. Click on the desired number to select the corresponding element.
Find
Searches for objects within a Drawing Editor document based upon user-defined criteria.
The Find command can be used to locate geometric elements and symbols that have a
specific format or a specific set of defined attributes.
57
First, define the search criteria in the Find dialog box, and then execute the search. Items
that match the defined criteria appear selected on the Drawing sheet.
Find a Drawing Editor Object
1. Click Edit > Find or press Ctrl + F keys to execute the Find command.
2. In the Find dialog box, use the options on the various tabs to define the search
criteria.
3. Click Find Now to execute the search.
Notes:
Objects that match the specified search criteria appear as selected on the
Drawing Editor Drawing sheet. These objects are added to the select set.
Tools > Customize can be used to place the Find button
on a toolbar.
Type Tab
Type
Specifies the type of Drawing Editor element, object, or attribute to be located. It is
possible to define the parameters of the search to encompass a wide-range of items,
including geometric elements, Drawing Editor symbols, or a variety of attributes.
58
Find Now
Executes the search based on the criteria specified. When found, the matching object
appears highlighted on the active Drawing sheet.
Clear
Clears out the results of the last search conducted. All items that appeared selected in the
Drawing Editor drawing are deselected.
Reset
Returns the options on each of the Find dialog box tabs to their default settings.
Symbology Tab
Symbology
Sets options for performing a search based on color, line weight, and line type.
Color
Specifies the drawing color used in the search criteria.
Width
Defines the line width used in the search criteria.
Type
Specifies the drawing line type used in the search criteria.
59
Style Tab
Style
Defines search criteria based on style attributes.
Linear
Specifies the linestyle used in the search criteria.
Fill
Specifies the type of fill used in the search criteria.
Dimension
Specifies the type of dimension used in the search criteria.
Text
Specifies the type of text used in the search criteria.
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Layer Tab
Specifies which layers of the Drawing Editor document to conduct the search on. Two
options are available by default - All layers or the Default layer; however, if additional
layers have been created in the Drawing Editor document, they are also displayed.
Note: For more information concerning layers, see Lesson 8.
Text Tab
Sets search criteria based upon text-based options.
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Text boxes and labels

Specifies the text string used in the search criteria.
Attribute names
Specifies the attribute name used in the search criteria.
Attribute values
Specifies the attribute value used in the search criteria.
Match case
Limits the search criteria to include only the text with the same capitalization as the Text
boxes and labels text.
Bold
Limits the search criteria to include only text that is bold.
Italics
Limits the search criteria to include only text that is italicized.
Underline
Limits the search criteria to include only text that is underlined.
Font name
Limits the search criteria to include only text that matches the font name specified.
Font size
Limits the search criteria to include only text that matches the font size specified.
Note: For more information concerning text, see Lesson 9.
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General Tab
Refines the search criteria to include a specific symbol name.

Symbol name
Specifies the name of the symbol to be located when the search executes.
Offset
Draws an offset copy of an element or a set of contiguous elements. This command
copies elements while maintaining characteristics such as the angle of lines and the center
point of arcs and circles.
Offset copies the original element at a specified distance. Offsetting outside the perimeter
of the original element creates a larger element. Offsetting inside the perimeter of the
original element creates a smaller element.
Offset Ribbon Bar
Select Chain
If on, this option will offset a chain of all continuous elements.
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If it is not active, Offset copies only the selected element, (this is the default setting).
Step Distance
Sets the distance from the base element to the offset copy.
Cumulative Offset
Displays or sets the total distance of the current offset graphic element from the original
graphic element.
Offset Example:
1. Select the Offset tool and make sure that the Select Chain option is on.
2. Set the step increment for the offset from the ribbon bar.
3. Select the item to be offset and move the mouse in the direction for the offset.
4. Accept the offset distance with the left mouse button.
If the Select Chain option is turned off you will get the following result:
Align
1. This tool will align two or more objects in a select set.
2. If the Change toolbar is not active, activate it by selecting the Change button
from the Main toolbar.
3. From the Change toolbar, select the Align tool. On the drawing sheet, select two
or more objects that you want to align.
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Before
4. On the Align ribbon, click the button that corresponds to the alignment type you
want.
After
Notes:
When using horizontal alignment, make sure the selected objects are not to the top
or bottom of one another. If two shapes are vertically near one another, one of the
objects may be placed behind another object.
When using vertical alignment, make sure the selected objects are not to the right
or left of one another. If two shapes are horizontally near one another, one of the
objects may be placed behind another object.
Alignment features only line up objects; they do not distribute an equal amount of
space between aligned objects.
Items that are glued to other objects cannot be aligned, including labels and
symbols.
Align Ribbon Bar Options
Align Left
Aligns the left side of objects in a select set.
Align Right
Aligns the right side of objects in a select set.
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Align about Vertical

Aligns the objects in a select set along their vertical centers.
Align about Horizontal
Aligns the objects in a select set along their horizontal centers.
Align Top
Aligns the tops of objects in a select set.
Align Bottom
Aligns the bottoms of objects in a select set.
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Text and Annotations

Text Box Commands
The Text Box command is used to place a text box in a document. A text box can be a
single line of text, multiple lines of text, text boxes with a defined width, or text within a
border.
Text Box Ribbon Bar

The Text Box ribbon bar is used to format a text box.
Style
Font
Font Size
Style
Lists and applies the available styles.
Font
Lists and applies the available fonts.
Font Size
Applies a text size in the actual paper size (i.e. not scaled).
Text Color
Sets the color for the font.
Bold
Makes the text bold.
Italic
Italicizes the text.
Underline
Underlines the text.
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Paragraph Alignment
Positions the paragraph to the left, center, or right of the text box in edit mode.
The paragraph alignment can also be modified after placement by selecting it and
changing the setting on the ribbon bar.
Border
Permits three options for displaying borders around the text boxes. These options allow
you to display no border, display a border, or display a border with a shadow.
Text Ribbon Bar (Extended)

More
Displays more options on the Text Extended ribbon bar.
Text Box Height
Text Box Width
Text Box Angle
Height
Sets the height of the text box.
Width
Sets the width of the text box.
Notes on width:
If you select text in the text box, Height and Width are not available because the
text is driving the dimension.
If you select a text box and Height is not available, the text is driving Height with
the Auto Save option. The same is true for Width.
If you place a text box with a single point, both Height and Width are not
available. If you drag a text box, Width is not available.
Angle
Sets the angle of the text box.
Horizontal Text Orientation
Specifies that the text is oriented horizontally in the document.
Vertical Text Orientation
Specifies that the text is oriented vertically in the document.
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Left To Right
Specifies that the characters in a text box be displayed from left to right, as you would see
in an English paragraph.
Right To Left
Specifies that the characters in a text box are displayed from right to left, as you would
see in an Arabic or Japanese paragraph.
Text Box Handles

The text box handles are used to manipulate the origin or the size of the text box while
maintaining the relationship between the origin and justification.
Handles on text boxes appear as an X square, a hollow square, or a solid square.
An X handle indicates the origin of the text box. The origin is defined by the
horizontal and vertical justification settings. Dragging an X handle moves the text
box
The hollow handles are used to move the text box. The origin point moves with
the textbox.
The solid handles are used to resize the text box. The origin point remains in its
current location while the text box is resized.
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Text Labels
Text labels are associated with an element or object. If you move the element or object,
the text label moves with it. You can create text labels in a document by double-clicking
an element or object while using the Select Tool. A text label appears near the element so
that you can type text. The default position of the label is top center on all elements,
except for closed elements, such as a circle or rectangle. The default position on closed
elements is the center of the element. Once you have completed entering the text that you
want, the label orients itself along linear elements.
To create a text label
1. Choose the Select Tool
from the Draw toolbar.
2. Double-click an element or object. (1)
A small, blinking pointer (2) appears near the element or object. For a closed element,
the pointer appears in the center of that element.
3. Set desired text settings such as font and font size in the Text Box ribbon bar.
4. Type the text in the label. (3)
5. Click outside the label to complete it. (4)
The text label rotates to align with the element or object to which it is associated.
Note: The text label is associated to the element or object. If the element or object is
moved, the label moves with it. If it is deleted, the label will also be erased.
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To reposition only the text label

1. Choose the Select Tool
2. Select the text label. (1)
from the Draw toolbar.
3. Click the lock handle (2) to unlock it. (3)
4. Drag the text label to new location. (4-5-6)

The text label is still associated to the element or object. If the element or object is moved
to a new location, the text label moves with it maintaining its new relative position.
Balloon Command
This tool, found on the Dimension toolbar, places a balloon containing text. You can use
balloons to refer to an element or a point in free space. You can set options for
controlling the size and shape of the balloon, text presentation, and leader display.
The balloon font, font style, and font size are controlled from the Text tab of the Format
Dimension dialog box. Individual balloon settings can be set by accessing right-click>
Properties. The balloon terminator settings are controlled with the Terminator and
Symbol tab of the Format Dimension dialog box.
Balloon Ribbon Bar

The Balloon ribbon bar is used to adjust the shape of the balloon and the text within the
balloon.
Dimension Style
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Dimension Style
Leader
Sets or hides the display of a leader line from the balloon.
Break Line
Places a horizontal break line into the leader.
Height
Specifies the height of the balloon. The actual height of the balloon is the value you enter
multiplied by the dimension text height.
Text
Specifies the text note you want shown inside the balloon.
Shape
Specifies which balloon shape you want from the list of available shapes.
To place a balloon
1. Click the Dimension
toolbar displays.
2. Select the Balloon
command on the Main toolbar. The Dimension

command from the Dimension toolbar.
3. Set desired balloon settings in the Balloon ribbon bar.

4. In the Balloon Text box, type the text you want to appear in the balloon.
5. To place a balloon with a leader, click where you want to place the terminator end
of the leader. The terminator end can be on an element or a point in free space.
The default terminator used when an element is selected is an arrow.
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6. Click where you want to place the balloon end of the leader.
The default free space terminator is a dot.
Leader Command
The Leader command adds a leader to an annotation or to another leader. You can place
either end of the leader first: the annotation end or the terminator end. The Leader ribbon
bar is used to set the dimension style and toggle the break line on and off.
You can attach the annotation end of a leader to one of the following:
Text box
Balloon
Another leader on a dimension or annotation
You can place the terminator end of a leader in one of the following ways:
Attach it to an element
Place it in free space
To add a leader
1. Click the Dimension
command on the Main toolbar, causing the
Dimension toolbar to display.
command from the Dimension toolbar.
2. Select the Leader
3. Click a text box, callout, or another leader to place the annotation end of
the leader.
4. Click any element to place the terminator end of the leader, or click in free
space.
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Leader Ribbon Bar
Dimension Style
Dimension Style
Break Line
Displays a horizontal break line at the notation end of a leader.
Automatic Shape Connection Behavior
Specifies automatic, shape-changing connection point behavior for the notation (end)
reference. If the option is selected, the notation end of the leader uses information from
the notation object in combination with the current leader position to determine the
attachment point and break line direction. If the option is not selected, the notation end of
the leader attaches to the point on the notation object that was selected when the leader
was created, and the break line direction will not automatically break away from the
notation object.
Break Line Along
If the option is selected, the break line displays at an angle along the notation object
according to information provided by the object. For example, if a text box is at an angle,
the break line displays parallel to the text box at the same angle. If the option is not
selected, the break line remains in a horizontal position regardless of the angle of the
notation object.
Notation Object Attachment Lock
Locks the notation end of the leader to the notation object so that any drag/modify
operations on the leader will not detach it from the object.
Graphic Object Attachment Lock
Locks the graphic end of the leader to the graphic object so that any drag/modify
operations on the leader will not detach it from the object.
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Dimension Tools
Driving and Driven Dimensions
Driving Dimension
A dimension that exercises control over the size or location of the element it is associated
with. Modifying the dimension changes the drawing objects.
Driven Dimension
Dimensions that are not driving dimensions are called driven dimensions. The value of a
driven dimension is controlled by the element it refers to. If the element changes, the
dimensional value updates.
Change a Driven Dimension to a Driving Dimension
1. On the Tools menu, set the Maintain Relationships command so it is
checked.
2. Select the driven dimension you want to change.
3. On the ribbon bar, click the Driving/Driven button. The color of the
dimension changes to indicate a driving dimension.
Notes:
To place a driving dimension, you must set Maintain Relationships on the Tools
menu, select an element, and then click a dimension command on the Dimension
toolbar; the dimension that you place by default should be a driving dimension.
To change a driving dimension to a driven dimension, select a driving dimension
and click the Driving/Driven button. Or this method can toggle it the other way
Driving to Driven if there is a need to allow the elements to control the
dimension.
To set the colors for driving and driven dimensions, select the dimension and
click Properties on the shortcut menu. Then set the options you want on the
Properties dialog box.
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Placing Dimensions
To dimension elements, choose one of the dimension commands from the Dimension
toolbar, and then select the elements or keypoint to be dimensioned. As dimensions are
being placed, the software shows a temporary, dynamic display of the dimension. This
temporary display shows what the new dimension will look like if the current mouse
cursor position is selected. The dimension orientation changes depending on where the
mouse cursor is moved.
SmartDimension
Places a dimension for the following:
Length and angle of a line

Radius and diameter of a circle
Length, angle, radius, and diameter of an arc
Radius of an ellipse or curve
Distance Between
The Distance Between command places a linear dimension that measures the distance
between elements or key points. You can place linear dimensions in stacked or chained
dimension groups.
To dimension between two points
1. From the Dimension toolbar, select Distance Between.
2. Select an element or keypoint to identify the origin element (A).

3. Choose an element or keypoint to measure to (B).
4. Move the mouse cursor where the dimension is to be placed. The dimension
dynamically follows the movement of the mouse cursor.
5. Click to place the dimension (C)
6. Right click to finish the command
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Angle Between
Places a dimension that measures the angle between elements or key points. You can
place angular dimensions in stacked or chained dimension groups.
To dimension the angle between two lines
1. From the Dimension toolbar, select Angle Between.

3. Choose an element or keypoint to measure to (B).
4. Move the mouse cursor where the dimension is to be placed. The dimension
dynamically follows the movement of the mouse cursor.
5. Click to place the dimension.
6. Right click to complete the command.
Coordinate Dimension
Places a dimension that measures the distance from a common origin to one or more key
points or elements. The coordinate dimensions that refer to the common origin are
members of a coordinate dimension group.
You can place coordinate dimensions in any order and on either side of the origin with
respect to the dimension axis. You can also add additional coordinate dimensions to
existing coordinate dimension groups, (a group of dimensions that measure locations
from a common origin).
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1. From the Dimension toolbar, select Coordinate Dimension.

3. Select the additional elements or keypoints (B, C, D).
4. Right click the mouse to complete the command.
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Drawing Editor Symbols

Symbols Overview
A frequently used drawing object can be stored in one document and placed in other
documents at a scale, position, and orientation that you define. Graphic data used in this
way is called a symbol. Symbols increase drawing productivity because they allow you to
access existing graphic data quickly and easily. With a symbol, you can place graphic
information repeatedly without re-creating it. Symbols save you time by eliminating the
need to re-create information, as well as help you maintain accurate graphic data
throughout a project. Symbols are contained in documents with a .sym extension.
Creating Symbols
A symbol is a document with a .sym extension. You can create a symbol by selecting the
desired geometry and clicking the Create Symbol button on the Draw toolbar.
Default Behaviors
The default behaviors for symbols that you create are:
90 rotation angles. You can press the left and right arrow keys on the keyboard
to rotate symbol 90 while placing.
One drag point at the origin point defined when symbol is created.
Scale, mirror, and rotate handles display when symbol has been selected.
Will not automatically align or lock to other objects.
To create a symbol
1. Using the Select Tool
made from.
, pick the elements that the symbol is to be
2. On the Draw toolbar, click the Create Symbol

button.
3. Click a point on the drawing sheet to define the origin of the symbol.
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4. In the Save As dialog box, select the directory where you want to save the
symbol.
5. Type the name that you want for the symbol. The software saves the
document with a .sym extension. Click the OK button.
Placing Symbols
Symbol Options
Before placing a symbol, you can set an option to link or embed the symbol when you
drag and drop it onto the drawing sheet. You can do this by clicking the Options
command on the Tools menu and then setting the option you want on the Symbols tab.
To place a symbol
1. Select a symbol from the Symbol Explorer.
2. Using the left mouse button, drag the symbol from the Symbol Explorer window
into the active document.
Notes:
When you click a symbol in the Symbol Explorer to drag it into a document, the
pointer attaches to the origin of the symbol. The origin was defined when the
symbol was originally created.
Dimensions within a symbol do not display when it is dropped into a document.
To place multiple copies of a symbol

1. Select the desired symbol with the mouse by clicking it with the left mouse button
a single time in the Symbol Explorer.
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2. Move the cursor to the desired position in the drawing and click to place the
symbol.
3. The symbol will remain active until the right mouse button is selected or another
symbol is chosen from the Symbol Explorer.
To place multiple copies using the Stamp method
1. Select a symbol with the right mouse button, and while holding it down, drag the
symbol into the document.
2. Release the right mouse button in the desired location of the first symbol.
3. On the displayed shortcut menu, click Stamp Here.
4. Click another point in the document (with the left button) to place a copy of the
symbol. You can click as many points as you want to place multiple copies of the
same symbol.
5. Click the right mouse button when you are finished placing the symbol.
Note: If you decide that you do not want to place several copies of a symbol, you can
click Place Here on the shortcut menu. This places only one instance of the symbol.
Symbol Placement Behavior

Drag Points
A drag point is the point to which the mouse cursor attaches to a symbol for dragging and
dropping. A symbol can have multiple drag points, which can be toggled using the up
and down arrow keys as the symbol is being dragged into the drawing.
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Rotation
When you drag a symbol or align it to an element, you can press the left and right arrow
keys on the keyboard. This rotates the symbol in 90 increments by default. Some
symbols are designed to rotate at different increments. A symbol defined with a rotation
of 0 will not rotate using the arrow keys.
Alignment
Some symbols are created with a special alignment behavior. This behavior allows the
symbol to automatically rotate and align itself parallel to another graphical object during
drag and drop placement or when the symbol is repositioned after placement.
Creating a simple parametric symbol for a Pipe End

Draw the Graphics:
1. Start Drawing Editor.
2. Make sure that Tools Maintain Relationships is turned on.
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3. Select Tools SmartSketch Settings and make sure that Mid Point is checked.
4. Select the line command and place a vertical line on the sheet.
5. Reset (right mouse click) and place a horizontal line on the sheet.
6. Display the relationship toolbar by clicking on the Main toolbar Relationship

button.
7. Select the Connect relationship command.
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8. Move your mouse over the horizontal line until you see the midpoint glyph
displayed and click the left mouse button.
9. Move your mouse over the vertical line until you see the midpoint glyph display
and click the left mouse button.
10. The horizontal line should move so that its midpoint is coincident with the
vertical lines midpoint.
11. Select the Equal relationship command.
12. Click on the vertical line and then the horizontal line.
13. The vertical line and the horizontal line should become the same length.
14. Turn off the Relationship toolbar by clicking the red X in the titlebar of the
toolbar.
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15. Select the circle command on the Draw toolbar and move over the intersection of
the two lines. Click the left mouse button when the midpoint glyph is displayed to
begin the circle.
16. Move the mouse some distance and click again to place the circle.
17. Select the Fill command on the Draw toolbar.
18. On the ribbon bar for the Fill command, select a Solid style and select black as the
color.
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19. Click in the upper right and lower left quadrants of the circle to fill them.
Add the Dimensions:

20. Select Tools Layers to display the Layers ribbon bar.
21. Type in Dimensions to create a layer for the dimensions.
22. Display the Dimension toolbar by clicking the Dimension button on the Main
toolbar.
23. Select the SmartDimension command.
24. Dimension the diameter of the circle and the horizontal line. Both dimensions
should be black (driving dimensions).
25. Select Tools Variables to display the Variable Table. There should be two
entries, one for the diameter of the circle and one for the length of the lines.
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26. In the Formula field for the dimension for the length of the lines, enter
1.5*V128 (note Replace V128 with the actual name of the circle dimension
displayed in your Variable Table) and close the dialog. The two lines should
resize with respect to the circle.
27. Select the dimension for the circle diameter and change its value in the dimension
ribbonbar to verify that the formula is being correctly applied.
Create the Symbol:

28. Select all of the objects using Edit Select All or by using the Select Tool.
29. Click the Create Symbol command on the Draw toolbar.
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30. Click at the center point of the circle (the intersection of the two lines) to set the
symbol origin.
31. Enter a name and select the location in the File SaveAs dialog.
Set the symbol parameters and behaviors:
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32. Open the symbol by selecting File Open and browse to the symbol file you just
created.
33. Select Tools Add-Ins to display the Add-In Manager dialog and turn on the
Symbol Authoring Tools add-in.
34. On the Symbol Authoring toolbar, select Symbol Properties.
35. On the General tab, turn off Scale handles and Mirror handles.
36. Click on the Parameters tab.

37. Make sure that the dimension for the Circle is selected and in the parameter name
field enter OPD. Click Apply and OK.
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38. On the Layers ribbon bar (if not displayed, use tools Layers to display it), select
the Default layer in the combo box; then click the Display layers button.
39. Turn off the display of the dimensions layer and click OK.
40. Save and Close the symbol file.

Place and Test the symbol:
41. Display the Symbol Explorer by clicking on the Symbol Explorer button on the
Main toolbar.
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42. Use the Symbol Explorer to locate and drag in your symbol.
43. In the Attribute Viewer, set the value of OPD to 3 in and verify that the symbol
resizes. Change the value and verify that the symbol resizes again.
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Placing manual annotation

A. Manual labeling
13. Select the DrawingNumber1 from the Snapshot drawing type, right click
and select Edit.
14. Zoom into the pumps in the plan view
15. Select the place a label command
16. Select one of the pumps

17. From the pick list of labels, pick the Name_Rect_CA_JL label as shown
18. Make sure the As Drawn checkbox in the ribbon bar is checked.
19. A label appears on your cursor, click in the sheet to place it where desired.
20. Now select the other pump and label it.
21. Right-click to exit the labeling command
B. Dimensioning
1. Click the Dimension button in the main toolbar to open the dimensioning
toolbar.
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2. Dock the dimensioning toolbar to the top of the screen and select the
Distance between command
3. Select two gridlines in the plan view by clicking them in succession as

shown. A dimension appears on your cursor.
4. Click to place the dimension where desired.
C. User Text
1. Select Tools Layers
2. In the layer toolbar, key in UserText and press Enter. This will create a
new layer named UserText and make it active
3. Using the text command on the vertical toolbar, enter some text, e.g. the
name of the view and place it under the view.
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4. Save and exit the drawing.
All of the manually placed text or graphic annotation on layers whose name
starts with the letters User is saved. All labels and dimensions are saved
through updates.
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Editing Border Templates

Creating New Template
1. Open the Drawings Editor
2. Select File => Properties => Units Tab. Set the file attributes as noted and
select OK.
3. Select File => Sheet Setup => Size and Scale tab. Set the file attributes as
noted and select OK.
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4. Select File => Save as and save the file in the

(\\[Symbol Share]\Drawings\Catalog\templates) as New_A1_1.sha and
select Save.
5. Save the file again, but this time as New_A1_2.sha.
Using a DWG/DGN template to seed a

drawing template
1. First determine the size of the template file you want to create.
2. Open Windows Explorer and navigate to [Installation
Dir]\Common2D\Shape2D\Template
3. Select Normal.sha and view File Properties and uncheck the Read Only
attribute.
4. Open Normal.sha in Drawing editor and set its size to the desired size of
your template. Save and close drawing editor.
5. Open Drawing Editor using desktop shortcut.
6. File Open to open the DGN or DWG file, the file contents are
automatically converted to SHA format. Scaling issues are avoided due to
steps 1 through 4.
7. Tools Layers and create a layer called DwgTemplate
8. Select all border graphics from all auto-created layers in the file and move
them to the DwgTemplate layer using the Change Layer button on the
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Layers toolbar.
9. Save the file in the [Symbol Share]\Drawings\Catalog\Templates directory

with the desired name.
Adding Drawing Property Labels

1. Enter the Drawings and Reports Task.
2. Select Tools => Edit Border Template.
3. Select New_A1_2.sha and OK the form.
4. Select the Place Drawing Property Label command
5. In the Label Set pull down, pick Title Area

6. In the Field pull down, pick CompanyName
7. Click close to the bottom right corner of the sheet to place the label
8. Similarly pick the ApprovedBy field from the SignatureArea label set and
place it as well.
9. Save the template and exit Drawings Editor.
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Basic View Styles

Creating a volume view style
1. Select Tools => Define View Style. You will be presented with the
following dialog containing all the delivered view styles for Key Plan
view styles, Volume view styles and Snapshot view styles. Currently all
view styles for Volume and Snapshot drawings are contained within the
Orthographic view styles.
2. For the View Style Type: property, drop the select list down and select
Orthographic.
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3. Select the New Style

button from the top left of this form and
rename the style to Iso Snapshot View Style by select the new style that
was created with the default name and using the Rename
button.
4. Double click on the new style created and the following View Style
Properties dialog will appear:
1. Since this is a Volume view style, you will need to change the Filter
Behavior property to Filters determine which objects are processed
(Volume).
5. In the first row of the grid, under Tests, under the Filter Name column,
select More
6. Select the catalog filter under Catalog Filters\Default Filters\SP3D Object

Filters\Object Types\Piping and select the filter named Piping Parts (not
the folder with the same name).
7. Under the Actions, under the Graphic Rule column, select More
8. Select New.
9. In the Graphic rule VHL dialog, set Rule Name: to Normal and Visible
Line Style to Normal Red. Set description Visible:Normal Red.
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10. Click OK to define the new VHL rule.

11. Select Normal and click OK to apply the rule in the style.
12. Under Matchline Label, select Matchline_None_A
13. Click OK to define the view style.
Creating a snapshot view style

2. Select Tools => Define View Style. You will be presented with the
following dialog containing all the delivered view styles for Key Plan
view styles, Volume view styles and Snapshot view styles. Currently all
view styles for Volume and Snapshot drawings are contained within the
Orthographic view styles.
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3. For the View Style Type: property, drop the select list down and select
Orthographic.
4. Select the New Style
button from the top left of this form and
rename the style to Iso Snapshot View Style by select the new style that
was created with the default name and using the Rename
button.
5. Double click on the new style created and the following View Style
Properties dialog will appear:
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6. Since this is a Snapshot view style, you will need to change the Filter
Behavior property to Filter provides overrides to set of objects
(Snapshot).
7. Select the Filter Name => More field. Select the catalog filter: Catalog
Filters\Default Filters\SP3D Object Filters\Object Types\Equipment and
Furnishings and select the filter named Equipment.
8. Select the Graphic Rule => More field. The Select Rule form appears.
9. Select the Visible/Hidden Edges (VHL) option from the pulldown list.
And then Select New. The Graphic Rule VHL form appears.
10. Key-in Normal Blue for the Rule name and Visible:Normal Blue for the
Description.
11. Select the Visible Line Style pulldown and select Normal Blue. OK
the form.
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12. Select the newly created graphic rule on the Select Rule form and OK the
form.
13. Similarly select Name_None_A_JL for the label rule.
14. OK the form.
15. You have now created a basic View Style for Snapshot Drawings.
Creating a key plan view style

1. Select Tools Define Key Plan View Style
2. Select New and name the view style Plant view
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3. Select All Objects as the range filter
4. For the View Style, select More

5. Switch to Volume View Styles and create a New View Style
6. Name it Key Plan Plant View
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7. Select the filter for the first row to be Grid Line
8. Select Normal Gray for the graphic rule

9. In the second row, enter KEY_PLAN_FOCUS_ELEMENT in the filter
column
10. Select Blue as a graphic rule
105
Creating a volume drawing package

A. Creating the package
1. Right-click on the plant and create a folder called Packages
2. Right-click on Packages and add a New Volume Drawings component
3. Rename New Volume Drawing to Piping1
4. Right-click on Piping1 and Edit Template
5. Select Imperial\D Wide Note Area and click OK.
6. Maximize and fit the view in the Drawing Editor

7. Select the line at the top of the border till a quick pick is shown, using it
select the symbol. Watch the attribute viewer on the right side of the
Drawing Editor, it will show information when the symbol is selected.
106
8. Right-click on the symbol and select Single View
9. In the Attribute Viewer, set the Margin Offset to 3 and watch the view
resize itself.
10. Use the Place Drawing view command to draw the 2D view coincident
with the view shown.
11. Fill in the Drawing View Properties as shown
107
12. Switch to the Format tab and uncheck the Show Border box
13. Now you may select the symbol (using quick pick) and delete it using the
delete key. Its only function was to let you quickly place a correctly sized
view.
14. Close the drawing editor and say Yes when prompted to save.
15. Right-click on Piping1 and Save Package
16. Fill in values as below
17. Now right-click the Piping1 package and delete it.
B. Testing the package

1. Right-click on GA Drawings and select New
108
2. Notice that there is a new tab called Training in the Add Component
dialog
3. Select Piping1 and click OK.

4. Switch to Space Management task and clear view clipping
5. Start the place drawing volume by View command, make sure the ribbon
bar shows the Piping1 drawing type selected.
6. Place the view where desired using pinpoint if necessary.

7. Switch to Drawings and Reports task
8. Create and update drawing. Observe that only piping parts that are inside
the volume you placed are shown.
109
Defining Line Styles

1. Open the file Styles.sha in the
[Symbol Share]\Drawings\Catalog\Templates folder
2. Format Style and pick the Line option and click New
3. Name the style Normal Dk Blue
4. Change the color to Dk Blue
110
5. Close and Save and Exit the Styles.sha file.
111
Graphic Rules
VHL Rule
VHL Rules simply replace the vector hidden line graphics with a line style
chosen from the list of lines in Styles.sha
Define a VHL graphics rule for the Dk Blue line style created above
1. Switch to the Drawings and Reports task
2. Define View Style and choose the Snapshot View Style Equipment1
3. In the Graphic Rule pulldown, select More
4. Click New to create a new graphics rule
5. In the Visible Line Style pulldown, select Normal Dk Blue
6. Click OK to save the new VHL rule.

7. Select Normal Dk Blue and click OK to apply it to the view style.
8. Click OK to save the view style.
1. Click OK to save the Rule.
112
Replace with Line Rule

This rule merely replaces the representation of the VHL graphics (linear
segments) with a line.
1. In the Graphic Rule field in the view style, select More
2. In the Graphic Rule type select Replace object with Line
3. Create a new Replace with Line Rule named RedLine

4. In the Visible Line Style field, select Normal Red
5. In the Hidden Line Style field select Dashed Red
6. Save the Rule
Replace with Line and Widget

This rule replaces the object with a line as above. Then it places a widget
along the line to represent the cross section of the object. This widget can be
either a VHL of the cross section or a externally created symbol.
1. In the Graphic Rule type select Replace Objects(s) with Line and Widget
2. Create a new Rule named BeamsWidget
3. On the graphics tab, select visible line style to be Normal
113
4. On the widget tab, select values as below
5. Click OK to save the rule.
Replace object with symbol

We will create a symbol to use for the replace object with symbol rule first.
1. Open the Drawings Editor
2. Draw the graphic displayed below (do not include the dimensions). Use a
line thickness of 1.0 mm and place it on the Default layer. It is not
necessary to have Maintain Relationships set.
3. Select the Select Tool command on the Draw toolbar and drag a fence
around the graphics.
4. Select the Create Symbol command.
5. Left-click at the midpoint on the horizontal line to place the symbol origin.
The Save As Symbol box appears.
6. Browse to the Symbols share on the server and save the symbol to the
[Symbol Share]\Drawings\Catalog\Symbols folder. Name the symbol
W18x35_X_Section.
7. Exit Shape2DServer without saving the document.
8. Create a new Graphics rule of the type Replace object with symbol
114
9. Name the rule Column

10. Select the symbol W18x35_X_Section.
11. Select OK on the Choose Symbol box.
We can now use this rule in a view style to select all columns and replace then
with this symbol.
115
Defining Drawing Labels

Label Template
1. Switch to the Catalog task
2. Tools Define Label
3. Select the Labels folder and create a new folder named
Drawing Labels
4. Select the Drawing Labels folder and pick New COM Label
5. Name the Label MemberType by typing in the name in the

Name field
6. Add a property Type to the label from the Member Part
Prismatic
116
117
7. Select the Type property and insert it to the layout
8. Similarly insert the Name property

9. Click OK to save the label.
10. Using Windows Explorer, browse to [Symbols
Share]\Labels\Drawing Labels\MemberType and copy all the
files.
11. Browse to
[Symbols Share]\Drawings\Catalog\Labels\Templates and
paste the files.
Label Symbol File

1. Using Windows Explorer, navigate to the
[Symbols Share]\Drawings\Catalog\Labels\Templates folder.
2. Copy the SectionSize_None_APO-NL.sym and
SectionSize_None_APO-NL.xml files and paste them in the
same directory
3. Rename them to MemberType.sym and MemberType.xml
4. Double-click MemberType.sym to open it
5. Double-click the word SectionSize till it highlights in yellow
background and then type word MemberType. (This is for your
118
information only, software does not care what text you put
here.)
6. Right-click the word MemberType and select Properties
7. You can change the Border and fill attributes as desired, e.g.
choose Border color as Dk Blue and Fill color as Yellow.
8. In the User tab, change Value to MemberType
9. Click OK and then save the symbol and exit.
Label XML File

1. Open the MemberType.xml using NotePad, CookTop or other
text editor.
2. Scroll down to line 84
<ID
attributeName="SectionSize">SectionSize.rtp</ID>
3. Change SectionSize to MemberType and SectionSize.rtp to

MemberType.rtp
4. Edit one of the drawings that contains a Structural Member.
5. Start the manually place label command
119
6. Select a structural member.

7. Select MemberType from the list of labels
8. Click to place
These are the settings that can be set for a label in the XML file:
Name of the label
Name of the label template file and attribute set on the label sym text box
Positioning rules for the label
A
APO
AV
CA
CP
CM
M
Absolute X and Y location relative to an object.

Absolute X and Y location, parallel, and offset relative to an object.
Absolute X and Y location relative to a vector from the center of the
view, and aligned to the object.
Positioned in Clear space by quadrant priority, or positioned in an
Absolute X and Y location relative to an object if no clear space is found.
Positioned in Clear space and aligned Linear to the coordinate system.
in the Margin if no clear space is found.
Positioned outside the view in the Margin.
Leader placement rule

L
JL
NL
Leader with no jog

Jogged Leader
No Leader
Creating Label Rule

1. Copy \Catalog\Rules\LabelRules\SectionSize_None_APO_NL.xml.
2. Paste and rename it as MemberType.xml
3. Open the file and change SectionSize_None_APO_NL to MemberType.
Now the new label is available as a rule
120
Custom Graphic Rules

These rules are used to change the 3D geometry that is passed into the VHL routines.
CappedNormalPipe.dll
Applies to: Straight pipe, normal to the view
What it does: Replaces the pipes normal to the view with a cylindrical cap in the center of
the length of the pipe
When to use: If open (unclipped) ends of pipe are to be replaced with a symbol
DesignEquipmentPartSeparator.dll
Applies to: Equipment
What it does: Separates equipment into body (first shape placed), shapes, nozzles and
parts (child components).
When to use: To label and symbolize nozzles of equipment
How to use: In Graphic Preparation Rules, define a rule that uses Equipment as the filter
and apply the DesignEquipmentPartSeparator.dll to it. Once this is done, you may put a
row for Pipe Nozzles in the view style.
121
ElbowtoArc.dll
Applies to: Piping Elbows
What it does: Replaces 3D elbow with an arc for the body and two discs for the two ports
When to use: When piping elbows are to be represented as single line but the ends of
piping are to be shown.
122
How to use: In Graphic Preparation Rules, define a rule that select piping components
and apply the ElbowtoArc.dll to it.
ElbowtoSingleArc.dll
Applies to: Piping Elbows
What it does: Replaces 3D elbow with an arc
When to use: When piping elbows are to be represented as single line
and apply the ElbowtoSingleArc.dll to it.
123
EquipmentNozzleSeparator.dll
Same as DesignEquipmentPartSeparator, but for standard equipment.
GridlinesDrawingWrapperEntity.dll
Applies to: Grid Planes
What it does: Draws vertical gridlines at the intersection of X planes and Y planes (on
the X-Z and Y-Z axes)
When to use: In elevation and isometric views when drawings need to show vertical lines
at grid intersections
How to use: In Graphic Preparation Rules, define a rule that uses GridPlanes as the filter
and apply the Gridlines DrawingWrapperEntity.dll to it. Once this is done, you may put a
row for Grid Planes in the view style. The graphic rule for the grid planes also needs to
include a reference to the GridlinesDrawingWrapperEntity.dll.
MakeDrawable.dll
Applies to: All graphical objects
124
What it does: Makes objects that are usually not displayable in 3D (hence not drawable in
2D), drawable.
When to use: Whenever you need to label or display objects such as features, runs,
systems, pipe support assemblies on a drawing.
How to use: In Graphic Preparation Rules, define a rule that select the objects that are to
be made drawable and apply MakeDrawable.dll to them
125
PipeTurnFeattoArc.dll
Applies to: Piping turn features
What it does: Makes the piping turn feature drawable and replaces it with a single arc
When to use: When pipe bends are to be shown as single line.
How to use: In Graphic Preparation Rules, define a rule that select piping turn features
and apply the PipeTurnFeattoArc.dll to it.
PortsSeparator.dll
Applies to: Piping components
What it does: Separates the ports of the piping components from the component and
makes them drawable
When to use: When the open end of an elbow is to be replaced by a symbol
and apply PortsSeparator.dll to them. Then in the view styles, use the PsuedoFilter Ports
as FilterName::Ports and replace with symbol graphic rule.
126
ReplaceWPoint.dll
Applies to: All graphical objects
What it does: Replaces the 3D geometry of the object with a tiny sphere at the center of
the range
When to use: When you need to label an object but do not wish for it to participate in
VHL and potentially hide other objects behind it.
How to use: In Graphic Preparation Rules, define a rule that select the objects that are to
be replaced with a point and apply ReplaceWPoint.dll to them
SlopedPipeWArcSymbol.dll
Applies to: Sloped straight pipe
What it does: Replaces straight pipe with its centerline and a series of arcs representing
the slope
When to use: When sloped pipe is to be represented on a plan drawing
VolumeWireFrame.dll
Applies to: All graphic objects
What it does: Replaces an object with its wireframe representation for VHL
When to use: When you need to show outlines of certain objects and want to keep the
objects surfaces from hiding other objects
How to use: In Graphic Preparation Rules, define a rule that selects the objects and apply
VolumeWireFrame.dll to them.
127
For additional information on all Drawing Wrappers, refer to the

DrawingsandReportsUsersGuide.pdf. An illustrated description of each drawing wrapper
can be found in Appendix E.
128
Advanced View Styles

The basic view style consists of several rows each with a filter and a graphic
rule. This determines what goes on a drawing and how it looks. Adding labels
to the view style can be considered an intermediate operation. The advanced
operations consist of additional orientation and clipping tests, custom graphic
rules and dimensioning rules.
Deconstructing the piping plan view style

The instructor will lead you through opening a Piping Plan drawing created
with the delivered Piping Plan view style and identifying what elements on the
drawing are created by which rows in the view style.
Analysis of drawings for view style creation

The following table describes the set of steps required to create a view style to match a
drawing standard.
Analysis
Read paper drawing to identify
items included
SP3D Activity
Map objects seen on
drawing to SP3D object
types and match up each
kind with a specific filter
Find out graphical representation Decide which graphic rule is
in drawing (single line/double
to be used for each of the
line, line style, weight, color etc objects identified above.
and all the conditions that
Objects may have to be
prompt that line style to be
subclassified based on size,
used).
orientation w.r.t paper,
clipping conditions etc.
It may be required to use
custom graphic wrappers to
change the 3D
representation of objects to
suit the drawing
requirements.
Find out label annotation
Decide what object is
required for each and the rules to labeled with what data and
place the annotation (data
where the data is in the data
reported by the label, position of model. A report label that
the label w.r.t the object, leader
traverses the relationships
lines - their styles etc).
will need to be written if
required.
129
UI
Filter UI. May have to
rely on SQL filters for
certain kinds of
elements.
Graphic rule UI.
UI exists for creating
new line styles.
UI exists for writing

the report label and the
look and feel of the
label in the sym file.
Decide which point on the

object needs to be labeled
(end, center, control point,
origin etc).
There is no UI yet for

the positioning and
leader portions.
Decide which positioning

modules are appropriate for
each label (absolute,
parallel, clearspace, margin)
Find out dimensioning required

for each item type.
Dimensioning includes
dimension attributes such as
units, arrow style etc as well as
its position w.r.t object. Since
dimensions are always between
two things (either parts of the
same object or distinct objects),
find out how each dimension
was placed and what it
represents. Dimensions are best
of thought of as chains
composed of various object
types, with some anchoring
types (e.g. columns, grids or
decks) and other target object
types (e.g. equipment, piping
etc).
Decide which leader

modules are to be used.
Decide the type of
dimension
(only linear currently
supported except for
penetration plates)
Decide what point of the
object the dimension
witness lines need to reach.
Decide which positioning
modules are appropriate
(absolute, clear space,
margin)
Decide the direction of the
dimension (horizontal,
vertical)
Define anchoring elements
filters and target element
filters.
130
No UI.

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SmartPlant 3D

Drawings Training Exercises

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Warranties and Liabilities

Setting up Space Folders in WE .......................................................................................3

Composed Drawing Workflow .......................................................................................10

Snapshot Drawings Workflow ........................................................................................15

Drawings by Query Workflow........................................................................................21

Microstation 3D DGN Workflow ...................................................................................27

Text and Annotations ......................................................................................................67

Creating a key plan view style..................................................................................103

Defining Drawing Labels...............................................................................................116

Advanced View Styles....................................................................................................129

Drawings Task Configuration

Setting up the Error Log

Enable Excel to run Embedded Reports

Setting up Space Folders in WE

, which is the second button from the top.

Volume Drawings Workflow

4. In the Name rule text box, type in Named Spaces.

B. Adding Piping Plan Drawing

C. Placing the Drawing Volumes

6. In the pin-point toolbar, enter coordinates: E: 72, N -2, El 3

10. Place a second volume by entering pinpoint coordinates E: 72, N 32 6.

b. Place Volume by Selection

c. Place Volume by Two Points

3. Using pinpoint, for your first point enter E 50, N 9, EL 2

d. Place Volume by Four Points

beside the coordinate value and enter EL 30.5

D. Updating the documents

Composed Drawing Workflow

A. Creating the Component and Drawing

B. Placing the Views

and select the Place View command

5. For the Name property, type in View1.

C. Associating the Volumes to Views

D. Updating the Drawing

Snapshot Drawings Workflow

B. Creating a Compose Drawing Type

a. Creating Drawing component in Drawings and Reports

b. Creating Drawing component in Modeling Task

C. Snapshot the views

D. Composing the drawing

E. Updating the documents

Drawings by Query Workflow

7. On the Setup dialog, click OK to save and exit the setup.

B. Creating a DBQM Package (Admin Workflow)

7. To setup the drawing template, right click on the Drawing Volumes

8. On the horizontal toolbar, select the Place Drawing View command

10. For the Name property, type in Volume.

The following Save Package dialog will appear:

18. For the Package Name: property, type in Volumes by query.

Microstation 3D DGN Workflow

5. Switch to the Space Management task

9. Click Finish to create the volume

3D Model Data (SmartPlant Review)

4. Create Drawing, a drawing named 3D Model Data-1-0001 is created.

Setting Drawing Properties

2. OK the form to save the Plant level attributes.

6. Click on the Properties tab in the filter definition dialog.

property, as follows, and click OK:

12. Click OK to save and exit the filter definition.