Drawing Rename - Best Practice

[BearLeader67]

We have a drawing that is now "SMART" in AutoPLANT P&ID. The document name is PD-190C and the file name is D-01900-PD190C. The client wants the file name to be D-07800-PD780B which means my document name will also need to change to PD-780B. To accomplish this task I would change DOC_NAME and DOC_FNAME in the table DOC_REG to the above new names. I would then rename the .dwg file in the P&ID\Drawings folder in the project.

Would anyone else do this differently? Is there a best practice for renaming "SMART" drawings?

[Packin31]

Bear,

You should use Document Manager or Vision to change the file name and Document name.

[BearLeader67]

Well Document Manager had file name greyed out. However I had asked Bentley support about my PIDSET4 issue and described how I changed the names and they finally provided me with the following solution for that just now.

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When a document is created in Document Manager, two fields hold the file name. They are DOC_REG.DOC_NAME and DOC_REG.DOC_FNAME.
By default Document Manager DOC_NAME is editable, whereas DOC_FNAME is read only. This is intentional. However, I am going to provide you steps to make both fields editable in the Document Manager interface.

This should alleviate the need for you to edit any values in the tables themselves.

1. Edit the AT_DWG_NAME view in Project Adminstrator
2. Then click the Design Button.
3. Setup Field Security button
4. Highlight the DOC_REG_B.DOC_FNAME field and select check all for both Function and Level
5. Then click OK - Save and Exit
6. This will allow DOC_FNAME to be editable through Document Manager.

[dave]

When I used AP, I did it the same method you mentioned above BearLeader

[Aplant Monkey]

me too. I always make sure that both fields are editable as Bentley has given you the instructions

[Data Wrangler]

What's kinda funny is that I asked a question about this very issue when we had some trainers in from Bentley a few weeks ago, and they said that they had never heard of being able to edit the doc names from within Vision/Doc manager.

Our projects are set up to be able to do it, but it was done before I got here and I was not sure how to enable it for XM.

Derek

[Packin31]

Strange I don't recall doing the above procedure that Bear posted above.

[PeterJ]

Changing names of P&ID drawings is no problem, either from DM or direct in DB. P&ID holds the link in the drawing through the DOC_ID and project id ( run "(AT_ASI_GET_DOCID)" or" (AT_ASI_GET_projID)" to retreive the ID) in a block "_at_asi_ldwg" (which is very well hidden !!!)

Renaming a piping-drawing is a bit more dangerous ... You can also rename it in the Db and on the disk, but on opening it will prompt you to indicate if it's a copied or renamed object. Selecting the wrong option will result in tags with $$-signs ...
THE tool to rename 3D drawings is 'Relationship Manager'. Ans it can also be used for renaming p&id's ...
'Relationship Manager' can be considered the admin tool behind Document Manager.

[Data Wrangler]

Instructions I have found for previous versions (?) are simply to open the Schema DB and go to the RebisDict table. Go to the DOC_FNAME record and uncheck the READ_ONLY check box.

[BearLeader67]

Changing names of P&ID drawings is no problem, either from DM or direct in DB. P&ID holds the link in the drawing through the DOC_ID and project id ( run "(AT_ASI_GET_DOCID)" or" (AT_ASI_GET_projID)" to retreive the ID) in a block "_at_asi_ldwg" (which is very well hidden !!!)


Ok, now we are starting to get at the root of my issue. When I run "(AT_ASI_GET_DOCID)" on PD-700C drawing I get 0000013567. When I run SELECT DOC_ID FROM DOC_REG WHERE DOC_NAME = 'PD-700C' I get 0000018745. So the doc_id and doc_name changed but that VERY WELL HIDDEN doc_id reference in the block "_at_asi_ldwg" did not change. So now when I add valves and motors and such to PD-700C they are assigned to doc_id 0000013567 which not longer exists in DOC_REG. Therefore all that data is now floating out there in space and not assigned to a drawing. So how do I get that VERY WELL HIDDEN doc_id reference in the block "_at_asi_ldwg" to update to 0000018745?

[Rijkwerd]

Couldn't you just change the references in de DB from DOC_ID 0000013567 to 0000018745?

[BearLeader67]

Yes, but I am not through with the drawing. There will be a couple of reviews and redlines. Any changes will go in against the referenced drawing and not the actual drawing. So will have to update the db every time I make a change to the drawing. My company didn't pay big bucks for AutoPLANT P&ID for me to be wasting my time doing what the software is supposed to already be doing.

[BearLeader67]

I just got a nasty gram from Bentley support so it looks like I am going to have to figure out the solution to my own mistake. Not a problem as that is what I do, fix problems. It will take a little longer but it ain't nuthin' but a step for a stepper.

[dave]

nasty gram? Post it!


but it ain't nuthin' but a step for a stepper I love that line

[TurnerSM]

ALWAYS use Relationship Manager to change file names of AutoPLANT project documents.

[PeterJ]

Relationship manager is for 3D, For P&ID, you can just rename the file on the disk, and change the filename in DOC_REG.
NEVER mess around with DOC_ID.

[TurnerSM]

True, but RM works well for 2D drawing also.
In my admin days, the last thing I wanted was the users changing file names on the disk. Using RM (or POMT in those days) was a good control point, and pretty much a one-stop-shop to manage things at a file level.

[PeterJ]

correct, but RM is not installed on a 2D-only machine ...