SmartSketch
User's Guide
Version 2014 (8.0)
September 2013
2
SmartSketch User's Guide
Copyright
Copyright © 1996 - 2013 Intergraph® Corporation. All Rights Reserved. Intergraph is part of Hexagon.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation.
U.S. Government Restricted Rights Legend
Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3.
Unpublished - rights reserved under the copyright laws of the United States. Intergraph Corporation
300 Intergraph Way Huntsville, AL 35813
Documentation
Documentation shall mean, whether in electronic or printed form, User's Guides, Installation Guides, Reference Guides, Administrator's Guides, Customization Guides, Programmer's Guides, Configuration Guides and Help Guides delivered with a particular software product.
Other Documentation
Other Documentation shall mean, whether in electronic or printed form and delivered with software or on eCustomer, SharePoint, or box.net, any documentation related to work processes, workflows, and best practices that is provided by Intergraph as guidance for using a software product.
Terms of Use
a. Use of a software product and Documentation is subject to the End User License Agreement ("EULA") delivered with the software product unless the Licensee has a valid signed license for this software product with Intergraph Corporation. If the Licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product and Documentation. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives Licensee permission to print a reasonable number of copies of the Documentation as defined in the applicable license agreement and delivered with the software product for Licensee's internal, non-commercial use. The Documentation may not be printed for resale or redistribution.
b. For use of Documentation or Other Documentation where end user does not receive a EULA or does not have a valid license agreement with Intergraph, Intergraph grants the Licensee a non-exclusive license to use the Documentation or Other Documentation for Licensee’s internal non-commercial use. Intergraph Corporation gives Licensee permission to print a reasonable number of copies of Other Documentation for Licensee’s internal, non-commercial. The Other Documentation may not be printed for resale or redistribution. This license contained in this subsection b) may be terminated at any time and for any reason by Intergraph Corporation by giving written notice to Licensee.
Disclaimer of Warranties
Except for any express warranties as may be stated in the EULA or separate license or separate terms and conditions, Intergraph Corporation disclaims any and all express or implied warranties including, but not limited to the implied warranties of merchantability and fitness for a particular purpose and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such disclaimer. Intergraph believes the information in this publication is accurate as of its
publication date.
The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.
The software, Documentation and Other Documentation discussed in this document are furnished under a license and may be used or copied only in accordance with the terms of this license. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT.
Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.
Limitation of Damages
IN NO EVENT WILL INTERGRAPH CORPORATION BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF USE OR PRODUCTION, LOSS OF
REVENUE OR PROFIT, LOSS OF DATA, OR CLAIMS OF THIRD PARTIES, EVEN IF INTERGRAPH CORPORATION HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
SmartSketch User's Guide
3
UNDER NO CIRCUMSTANCES SHALL INTERGRAPH CORPORATION’S LIABILITY EXCEED THE AMOUNT THAT INTERGRAPH CORPORATION HAS BEEN PAID BY LICENSEE UNDER THIS AGREEMENT AT THE TIME THE CLAIM IS MADE. EXCEPT WHERE PROHIBITED BY APPLICABLE LAW, NO CLAIM, REGARDLESS OF FORM, ARISING OUT OF OR IN CONNECTION WITH THE SUBJECT MATTER OF THIS DOCUMENT MAY BE BROUGHT BY LICENSEE MORE THAN TWO (2) YEARS AFTER THE EVENT GIVING RISE TO THE CAUSE OF ACTION HAS OCCURRED.
IF UNDER THE LAW RULED APPLICABLE ANY PART OF THIS SECTION IS INVALID, THEN INTERGRAPH LIMITS ITS LIABILITY TO THE MAXIMUM EXTENT ALLOWED BY SAID LAW.
Export Controls
Intergraph Corporation’s software products and any third-party Software Products obtained from Intergraph Corporation, its subsidiaries, or distributors (including any Documentation, Other Documentation or technical data related to these products) are subject to the export control laws and regulations of the United States. Diversion contrary to U.S. law is prohibited. These Software Products, and the direct product thereof, must not be exported or re-exported, directly or indirectly (including via remote access) under the following circumstances:
a. To Cuba, Iran, North Korea, Sudan, or Syria, or any national of these countries.
b. To any person or entity listed on any U.S. government denial list, including but not limited to, the U.S. Department of Commerce Denied Persons, Entities, and Unverified Lists, http://www,bis.doc.gov/complianceandenforcement/liststocheck.htm, the U.S. Department of Treasury Specially Designated Nationals List,
www.treas.gov/offices/enforcement/ofac/http://www.pmddtc.state.gov/compliance/debar.html, and the U.S. Department of State Debarred List.
c. To any entity when Licensee knows, or has reason to know, the end use of the Software Product is related to the design, development, production, or use of missiles, chemical, biological, or nuclear weapons, or other un-safeguarded or sensitive nuclear uses.
d. To any entity when Licensee knows, or has reason to know, that an illegal reshipment will take place.
Any questions regarding export or re-export of these Software Products should be addressed to Intergraph Corporation’s Export Compliance Department, Huntsville, Alabama 35894, USA.
Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools, ISOGEN, MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph
Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.
SmartSketch User's Guide
5
Contents
Preface ... 19
What's New in SmartSketch? ... 21
Introducing SmartSketch ... 23
Technical User Forum ... 24
Additional Documentation ... 24
Using SmartSketch Options ... 24
AEC Solutions ... 25 Electrical Solutions ... 25 Image Integrator ... 25 Mechanical Solutions... 26 Process Solutions ... 26 Symbol Authoring ... 27 Programming Tools ... 27 Translators ... 28 User Assistance ... 28
Display Context-Sensitive Help ... 29
Help Command ... 29
Access the Printable Guides ... 29
Access Online Tutorials ... 29
Display the Tip of the Day ... 30
Turn the Tip of the Day On or Off ... 30
Display Help Topics ... 31
Open the SmartSketch Home Page ... 31
Display Information About the Software ... 31
About Command ... 31
Getting Started with SmartSketch ... 33
Using the SmartPlant License Checkout Utility ... 33
Install SmartPlant License Checkout Utility ... 33
Check Out a License for SmartSketch ... 34
License Checkout Utility Dialog Box ... 35
Exploring the Interface ... 35
Exploring the Window with Your Mouse ... 36
Menu Bar and Menus ... 38
Ribbons and Dialog Boxes ... 39
Toolbars ... 40
Keyboard ... 51
Mouse ... 52
Status Bar ... 53
Viewing Your Work ... 54
Zoom Area ... 55
Zoom In on an Area ... 55
Zoom Out ... 56
Fit All Elements in the Active View ... 57
6
SmartSketch User's Guide
Pan a View ... 57
Switch to Another Open Document ... 58
Open a New Window ... 58
Change the Window Layout ... 59
Understanding Document Concepts ... 61
Document Explorer Command ... 61
Document Explorer Window ... 62
Filter Objects Dialog Box ... 62
View Document Properties ... 62
Setting Up Documents ... 63
Create a New Document ... 64
Open a Document ... 65
Set Up a Drawing Sheet ... 66
Fit a Sketch Drawn in Real-World Units on the Drawing Sheet ... 68
Most Recently Used Files Command ... 68
Set Document Properties ... 68
View the Properties of a Document ... 69
Managing Multi-Sheet Documents ... 73
Sheets and Document Templates ... 76
Create a New Drawing Sheet ... 76
Scroll Through Drawing Sheet Tabs ... 77
Activate a Drawing Sheet ... 77
Select and Manipulate Drawing Sheets ... 77
Create a Background Sheet ... 78
Display Background Sheets ... 79
Change the Background Sheet ... 79
Rename a Drawing Sheet ... 80
Delete a Drawing Sheet... 80
Reorder Sheets ... 81
Move Sheet Border ... 82
Using Title Blocks... 84
Title Block Properties Command ... 84
Title Block Field Command ... 84
Title Block Properties Dialog Box ... 85
Drawing Diagrams... 88
Saving and Printing Documents... 91
Saving Documents ... 92 Printing Documents ... 99 SmartSketch Templates ... 107 AEC Templates ... 108 Architectural Templates ... 108 HVAC Templates ... 110 Landscape Templates ... 111 Site Templates ... 112
Electrical Diagramming Templates ... 114
Control Loop Templates ... 114
Electrical Templates ... 115
General Diagramming Templates ... 117
Atlas Mapping Templates ... 117
SmartSketch User's Guide
7
Directional Mapping Templates ... 121
Flowchart Templates ... 122
Network Diagram Templates ... 124
Office Layout Templates... 126
Organizational Chart Templates ... 128
Workflow Diagram Templates ... 130
Organizational Chart Wizard ... 131
Mechanical Engineering Templates ... 131
Mechanical Templates... 132
Process Diagraming Templates ... 134
Ortho Piping Templates ... 135
PFD and P&ID Templates ... 136
Plot Plan Templates ... 138
Process Block Diagramming Templates ... 139
Technical Drawing Templates ... 141
Title Block Templates ... 142
Create a Template ... 143
Save a Document as a Template... 143
Save as Template Command ... 143
Drawing Basic Elements ... 145
Drawing Lines ... 146
Draw a Line ... 146
Draw a Point ... 148
Drawing Connectors ... 149
Connector Drawing Elements ... 150
Place a Connector ... 150
Modify a Connector ... 152
Format a Connector ... 154
Attach a Connector to an Object ... 154
Merge Connectors ... 155
Reverse Connector Direction ... 155
Connect Two Objects ... 155
Split a Connector ... 156
Drawing Doublelines ... 158
Draw a Doubleline ... 158
Drawing Circles, Arcs, and Ellipses ... 160
Draw a Circle by Defining Three Points ... 160
Draw a Circle by Center Point ... 161
Draw a Circle Tangent to One or Two Elements ... 162
Draw an Arc by Defining Three Points ... 163
Draw an Arc by Center Point ... 165
Draw an Arc Tangent to Two Elements ... 166
Draw Connected Lines and Arcs ... 166
Draw Connected Lines and Arcs with FreeSketch ... 167
Draw a Curve ... 168
Insert a Node into a Curve ... 169
Delete a Node from a Curve ... 169
Change the Curve Type ... 170
Change the Node Type ... 171
Draw an Ellipse by Defining Three Points ... 172
Draw an Ellipse by Center Point ... 174
8
SmartSketch User's Guide
Draw a Rectangle or Square ... 175
Draw a Fillet Rectangle ... 176
Draw an N-Sided Polygon ... 178
Draw a Polygon by Center point ... 179
Drawing FreeForm Shapes ... 180
Draw a Line with FreeSketch ... 182
Draw a Circle with FreeSketch ... 182
Draw an Arc with FreeSketch ... 183
Draw a Rectangle or Square with FreeSketch ... 183
Draw a Curve with FreeForm ... 185
Creating Isometric Drawings ... 186
Draw an Isometric Circle ... 187
Draw an Isometric Line ... 189
Draw an Isometric Rectangle ... 191
Format Part of an Element ... 193
Using Scaled Sketching ... 194
Add the Scaled Sketching Button to the SmartSketch Toolbar ... 194
Draw or Edit Objects at the Same Scale Factor ... 194
Scaled Sketching Command ... 195
Scaled Sketching Ribbon ... 195
Selecting, Moving, and Copying Elements ... 197
Display the Change Toolbar ... 198
Selecting Elements ... 198
Select an Element ... 199
Select Elements Using SmartSelect ... 202
Undo Actions ... 205
Redo Actions ... 205
Finding Elements ... 206
Find a SmartSketch Object ... 206
Moving Elements... 210
Move an Element ... 211
Move an Element with the Select Tool ... 211
Move an Element Precisely ... 212
Nudge an Element ... 213
Copying and Pasting Elements ... 213
Copy an Element ... 213
Copy an Element with the Select Tool ... 214
Copy a Format ... 214
Paste an Element ... 215
Paste an Element with a Different Format... 216
Offset Elements ... 216
Cutting or Deleting Elements ... 219
Delete an Element ... 219
Cut an Element ... 220
Creating Patterns ... 220
Draw a Rectangular Pattern ... 221
Draw a Circular Pattern ... 222
Adding Text to Documents ... 225
Placing Annotations ... 225
SmartSketch User's Guide
9
Place a Text Box ... 230
Move a Text Box ... 237
Delete Text in a Text Box ... 237
Apply a Border to a Text Box ... 237
Edit a Text Box ... 237
Resize a Text Box ... 238
Use Spell Checker ... 238
Place a Balloon ... 239
Place a Revision Cloud ... 242
Add a Leader ... 245
Insert a Vertex in a Leader ... 247
Delete a Vertex from a Leader ... 248
Insert a Font Character into a Text Box ... 248
Labels ... 250
Create a Text Label ... 251
Edit a Text Label ... 252
Move a Label ... 252
Place a SmartLabel ... 252
Place Multiple Labels... 252
Edit a SmartLabel ... 253
Engineering Fonts ... 254
Drawing with Relationships... 255
Display the Relationship Toolbar ... 257
Using Relationships as You Draw... 257
Intent Zones ... 259
Draw with Relationships ... 261
Suspend Relationships ... 263
Establish a Relationship with the SmartSketch Command ... 263
Delete a Relationship ... 263
Maintain Relationships ... 264
Display or Hide Relationship Handles ... 264
Lock an Element or Key Point ... 265
Insert a Detail View ... 265
Drawing Precisely ... 267
Placing Elements in Precise Locations ... 267
Draw with PinPoint ... 268
Move an Element with PinPoint and the Select Tool ... 269
Reposition the PinPoint Target Point ... 269
Re-Orient PinPoint ... 269
Placing Elements with a Grid ... 271
Place Elements with a Grid ... 272
Modify Grid Intensity ... 273
Dimensioning Drawing Elements ... 274
Types of Dimensions ... 277
Display the Dimension Toolbar ... 278
Place a Linear, Angular, or Radial Dimension ... 279
Dimension Along a Curve ... 290
Align Dimensions ... 291
Place a Dimension Between Two Elements or Key Points ... 292
10
SmartSketch User's Guide
Dimension Groups ... 295
Place a Dimension Group ... 296
Add a Dimension to a Dimension Group ... 297
Place a Symmetric Diameter Dimension ... 298
Set a Dimension Axis ... 300
Set the Dimension Type ... 301
Edit a Dimension Prefix ... 302
Set the Dimension Units ... 303
Move a Dimension ... 303
Using Dimensions to Change Existing Elements ... 305
Converting Dimensions to Individual Elements ... 308
Setting Paper and Model Units ... 309
Fit a Sketch Drawn in Real-World Units on the Drawing Sheet ... 310
Measuring Distances and Areas ... 310
Measure a Distance ... 311
Measure the Length of a Line ... 312
Measure the Distance Along an Object ... 313
Measure an Area ... 316
Set Bearing and Azimuth ... 318
Using the Variable Table ... 318
Create a Variable with a Value or Expression ... 320
Edit an Existing Variable... 320
Create a Variable Using a Function or Subroutine ... 321
Create a Variable with a Link to a Spreadsheet ... 322
Edit a Formula Containing a Function ... 323
Insert a Function into a Formula ... 323
Format a Column ... 323
Transforming Elements ... 329
Changing the Shape of an Element ... 330
Modify an Element with the Select Tool ... 330
Change Command ... 331 Rotating Elements ... 331 Rotate an Element ... 331 Rotate Command ... 332 Rotate Ribbon ... 332 Mirroring Elements ... 334 Mirror an Element ... 334
Aligning SmartSketch Objects ... 336
Align SmartSketch Objects ... 337
Scaling Elements ... 338
Scale an Element ... 339
Scale an Element with Its Handles ... 340
Scale an Inserted Object Back to Its Original Model Size ... 340
Extending or Trimming Elements ... 341
Trim an Element ... 343
Trim to Element Command ... 343
Draw a Corner by Trimming and Extending Elements ... 344
Trim an Element to a Point ... 345
Trim Part of Element ... 345
Split Graphic Elements ... 345
Extend an Element ... 347
SmartSketch User's Guide
11
Draw a Chamfer ... 349
Draw a Fillet ... 352
Applying Relationships to Change Existing Elements ... 354
Make Elements Concentric ... 356
Make Elements Collinear... 357
Connect Elements ... 357
Make Elements Equal... 358
Make Elements or Key Points Horizontal or Vertical ... 358
Make Elements Parallel ... 359
Make Elements Perpendicular ... 359
Make Elements Symmetric About an Axis ... 360
Make Elements Tangential ... 360
Arranging Elements ... 363
Grouping Elements ... 363
Group or Ungroup Elements ... 364
Element Display Priority ... 367
Bring an Element to the Front of the Display Order ... 368
Send an Element to the Back of the Display Order ... 368
Pull an Element Up in the Display Order ... 369
Push an Element Down in the Display Order ... 369
Using Layers to Arrange Elements ... 370
Control the Display of Elements in a Window ... 371
Create a Color for Displaying Sheets or Layers ... 374
Create a Layer ... 374
Display or Hide Layers ... 375
Change the Layer of an Element ... 376
Change the Active Layer ... 376
Create a Layer Group ... 377
Modify Layers in a Layer Group ... 377
Change the Name of a Layer or Layer Group ... 377
Delete a Layer Group ... 378
Remove Empty Layers ... 379
Using Symbols in Documents ... 381
Creating Symbols ... 381
Create a Symbol ... 381
Create Symbol Command ... 382
The Symbol Explorer ... 382
Symbol Explorer Window ... 384
Open a Symbol Library ... 385
View a Web Page with the Symbol Explorer ... 386
View Documents with the Symbol Explorer... 386
Close the Symbol Explorer ... 387
Open Documents from the Symbol Explorer ... 387
Set the Home Page for the Symbol Explorer ... 387
Move the Symbol Explorer ... 388
Show a List of Favorites in the Symbol Explorer ... 388
Add to the Favorites List in the Symbol Explorer ... 389
Delete From a List of Favorites in the Symbol Explorer ... 389
Discovering Symbol Behavior and Handles ... 390
12
SmartSketch User's Guide
Placing Symbols... 392
Place a Symbol ... 393
Place Copies of a Symbol ... 394
Editing Symbols ... 395
Edit a Symbol ... 396
Symbol Ribbon ... 397
Edit Symbol Properties ... 398
Create a Symbol Report ... 401
Update a Symbol Report ... 401
Scaling Symbols... 402 Scale a Symbol ... 402 Mirroring Symbols ... 403 Mirror a Symbol ... 403 Rotating Symbols ... 403 Rotate a Symbol ... 404 Manipulating Symbols ... 405 Manipulate a Symbol ... 406
Unlock a Symbol From an Element ... 406
Attach a Symbol to Another Symbol with Drop Points ... 406
Mechanism Modeling ... 407
Attach a Connector to an Object ... 407
Working with Attributes ... 409
Display the Attribute Viewer ... 410
Attribute Viewer ... 410
Move the Attribute Viewer ... 410
Edit Cells in the Attribute Viewer... 411
Edit Attributes ... 411
Edit Common Attributes Within a Select Set ... 412
Delivered Reports ... 412
Create a Custom Report ... 412
Report Generator Command ... 413
Report Generator Dialog Box ... 413
Managing Styles, Formats, and Colors ... 415
Applying Formats with Styles ... 416
Apply a Style ... 417
Rename a Style ... 417
Apply a Style to a Group of Elements ... 418
Delete a Style ... 418
Create a Style Using a Formatted Element ... 418
Create a Style with the Style Command... 419
Change the Formats of a Style ... 419
Save a Style to a Template ... 419
Add Styles to the Current Document ... 420
Applying Unique Formats ... 431
Format a Geometric Element ... 432
Format a Text Box ... 440
Format a Dimension or Annotation ... 440
Applying Colors and Patterns to Closed Boundaries ... 442
Place a Fill ... 444
SmartSketch User's Guide
13
Create a Fill Color ... 445
Refill a Modified Boundary ... 446
Draw a Mask ... 448
Working with Object, Linking and Embedding ... 451
How Embedding Works ... 453
Embed an Object ... 454
Edit an Embedded Object with the Source Software ... 455
How Linking Works ... 457
Link an Object ... 458
Open an OLE Object for Editing ... 459
Edit a Linked Object ... 459
Change the Source for a Linked Object ... 459
Break a Connection to a Linked Object ... 460
Close a Linked Object's Source Document and Save the Changes ... 460
Customizing the Software ... 463
Customize the Software with the Options Command ... 464
Options Command ... 464
Options Dialog Box ... 464
Create a New Toolbar ... 469
Restore a Customized Toolbar to Default Settings... 470
Toolbars Command ... 470
Toolbars Dialog Box ... 470
New Toolbar Dialog Box ... 471
Add a Button to a Toolbar ... 471
Remove a Command from a Toolbar... 471
Create a New Menu ... 471
Add a Command to a Menu ... 472
Delete a Command from a Menu ... 472
Restore All Built-in Menus to the Original Settings ... 473
Customize Command ... 473
Customize Dialog Box ... 473
Run a Custom Command ... 475
Custom Commands Command ... 475
Custom Command Dialog Box ... 476
Assign a Shortcut Key ... 476
Customize Keyboard Command ... 477
Customize Keyboard Dialog Box ... 477
Installing Additional Tools ... 478
Install or Remove an Add-In ... 479
Add-Ins Command ... 479
Add-In Manager Dialog Box ... 479
Install the To Do List Add-In ... 480
To Do List Toolbar ... 480
Create a To Do List ... 480
To Do List Manager Command ... 481
To Do List Manager Dialog Box ... 481
To Do List Options Command ... 481
14
SmartSketch User's Guide
Using the Line Style Editor ... 483
Customize the Line Style Editor Toolbar ... 484
Customize Toolbar Dialog Box (Line Style Editor) ... 484
Creating a Buried Pipe Line Style ... 485
Line Style Editor Command ... 492
Line Style Editor Toolbar ... 492
Create Custom Point Styles ... 493
Create New Style Command ... 494
Create New Point Style Dialog Box ... 494
Create Custom Linear Patterns ... 494
Create New Linear Pattern Dialog Box ... 494
Create Custom Linear Styles ... 495
Create New Linear Style Dialog Box ... 495
Create Custom Fill Styles ... 495
Create New Fill Style Dialog Box ... 495
Copy Point Styles, Linear Patterns, Linear Styles, and Fill Styles ... 496
Copy Style Command... 496
Copy Point Style Dialog Box ... 496
Copy Linear Pattern Dialog Box ... 496
Copy Linear Style Dialog Box ... 497
Copy Fill Style Dialog Box ... 497
Import Point Styles, Linear Patterns, and Linear Styles ... 497
Import Style Command ... 497
Delete Point Styles, Linear Patterns, Linear Styles, and Fill Styles ... 497
Delete Style Command... 498
Modify Point Styles, Linear Patterns, Linear Styles, and Fill Styles ... 498
Properties Command ... 498
Point Style Properties Dialog Box ... 498
Linear Pattern Properties Dialog Box ... 499
Linear Style Properties Dialog Box ... 501
Fill Style Properties Dialog Box ... 503
Show Styles in Resource Files Command ... 503
Place Point Styles in the Drawing Sheet ... 504
Place Point Style Graphics Command ... 504
Redefine Point Styles ... 504
Define Point Style Graphics Command ... 504
Symbol Authoring ... 505
Planning Your Symbol ... 505
Create a Parametric Symbol ... 506
Define Symbol Properties ... 508
Define Handles for a Symbol ... 508
Add a Symbol Attribute ... 509
Modify a Symbol Attribute ... 509
Remove a Symbol Attribute ... 509
Attach a Help File to a Symbol ... 510
Define an Icon for a Symbol ... 510
Define Several Representations of a Symbol in One Document ... 515
Redefine the Origin of a Symbol ... 518
Managing Text in Symbols ... 519
Define SmartText Attributes for a Smart Label ... 520
SmartSketch User's Guide
15
Create a Leader for a SmartText Label ... 521
Define a Text-Driven Symbol ... 522
Create a SmartLabel With SmartText Fields ... 524
Integrating Programs with Your Symbol ... 529
Add Symbol Commands ... 529
Run a Program That You Created from a Symbol ... 530
Using Blank Color and Fill with Symbols ... 530
Create a Symbol with a Fill for Masking ... 531
Defining SmartPoints ... 531
Define SmartPoints for a Symbol ... 531
Place a SmartPoint with Connect Attributes... 532
Place a SmartPoint with Drag Attributes ... 532
Place a SmartPoint with Drop Attributes ... 532
Edit SmartPoints on a Symbol ... 533
Symbol Lookup Tables ... 534
Set Up an ODBC Data Source ... 535
Generate a Lookup Table ... 535
Using the Internet ... 539
Open a Document Inside the Internet Explorer ... 539
Hyperlinks ... 539
Insert a Hyperlink ... 539
Remove Link Command (Shortcut Menu) ... 541
Follow Link Command (Shortcut Menu) ... 541
Edit a Hyperlink ... 543
Working with Raster Images ... 545
Insert a Raster Image ... 546
Image Command ... 547
Save Changes to a Linked Image ... 547
Save Selected Image(s) Command ... 547
Undo Changes to Images ... 547
Image Undo Command ... 548
Redo Changes to Images ... 548
Image Redo Command ... 548
Select a Rectangular Area of an Image ... 548
Rectangular Select Area Command ... 549
Select a Polygon-Shaped Area of an Image ... 550
Polygonal Select Area Command ... 551
Adjust the Contrast and Brightness of an Image ... 551
Contrast and Brightness Command ... 552
Contrast and Brightness Dialog Box ... 552
Invert Colors in an Image ... 553
Invert Command ... 553
Fill an Image Area with Color ... 553
Fill Command ... 554
Fill Dialog Box ... 554
Position an Image by Dragging ... 554
Position Command (Shortcut Menu) ... 555
Position an Image by Clicking ... 556
Position Command ... 556
16
SmartSketch User's Guide
Image Properties Command ... 557
Image Properties Dialog Box ... 557
Erase Part of An Image ... 558
Image Erase Command... 558
Remove Speckles from an Image ... 558
Speckle Remove Command ... 559
Speckle Remove Dialog Box ... 559
Warp an Image Using Multiple Points ... 560
Multi-Point Warp Command ... 560
Multi-Point Warp Ribbon... 560
Warp Options Dialog Box ... 561
Working with CAD Drawings ... 565
Working with MicroStation Files ... 565
Command Comparison with MicroStation ... 567
Task Comparison with MicroStation ... 574
MicroStation-Based Workflow Examples ... 578
Accuracy of MicroStation Data During Import ... 581
Accuracy of MicroStation Data During Export ... 587
Configuration File Settings for MicroStation Translation ... 591
Open a MicroStation Document ... 595
Place MicroStation Information in the Document ... 597
Create a Template to Insert a MicroStation Document ... 598
Establish Relationships on a MicroStation Reference File ... 598
Control Layers in a MicroStation Reference File ... 599
Add MicroStation Styles to a Document ... 599
MicroStation Cells in Your Document ... 600
Open a MicroStation Cell Library ... 600
MicroStation Construction Class Information ... 601
Working with AutoCAD Files ... 601
Command Comparison with AutoCAD ... 603
Task Comparison with AutoCAD ... 609
AutoCAD-Based Workflow Examples ... 617
Accuracy of AutoCAD Data During Import ... 620
Accuracy of AutoCAD Data During Export ... 626
Configuration File Settings for AutoCAD Translation ... 631
Open an AutoCAD Document ... 638
Place AutoCAD Information in the Document ... 638
Establish Relationships on an AutoCAD Reference File ... 639
Control Layers in an AutoCAD Reference File ... 640
Using the Validation Add-In Tool ... 641
Install the Validation Tools Add-In ... 641
Run the Validate Tool on the Active Document ... 642
Validate Command ... 643
Validation Options Command ... 643
Validation Options Dialog Box ... 643
Sample Workflows ... 645
Case Where a Relationship Is Not Maintained ... 645
SmartSketch User's Guide
17
Connect Points While Modifying a Line ... 646
Creating a Kinematics Animation ... 647
Customizing a Toolbar ... 650
Dimension the Length of a Line ... 651
Dimension the Diameter of a Circle ... 651
Draw an Arc ... 651
Draw a Horizontal Line ... 652
Draw a Line ... 653
Draw a Line Connected to Another Line ... 653
Draw a Line with PinPoint ... 654
Establish More Than One Relationship ... 654
Formatting a New Drawing ... 655
Formatting an Existing Drawing ... 656
Linking Variables to a Spreadsheet ... 656
Measure the Length of a Line ... 657
Place a Doubleline Precisely ... 658
Using Variables to Calculate Dimensional Values ... 659
Glossary ... 661
Index ... 677
SmartSketch User's Guide
19
This document is a user's guide for SmartSketch and provides conceptual information and procedural instructions for creating drawings. The content is identical to the online Help that is delivered as part of the SmartSketch software.Intergraph gives you permission to print as many copies of this document as you need for non-commercial use at your company. You cannot reprint this document for resale or redistribution outside your company.
SmartSketch User's Guide
21
S
E C T I O N
Version 2014 (8.0)
A topic has been added showing how to create a wrapper symbol that contains a symbol and a SmartLabel. For more information, see Create a SmartLabel With SmartText Fields (on page 524). (P4 IT: 49078)
SmartSketch supports the import and export of MicroStation V8 DGN files. SmartSketch supports the import and export of AutoCAD 2010-2012 files.
Changes have been made to the MicroStation and AutoCAD Export Options dialog box to show only supported versions. Each selected version is then listed in the Save as type list in the Save As dialog box. For more information see the Foreign Data Tab (Options Dialog
Box) (on page 467) and Save As Dialog Box (on page 94). (P2 IM: 52181)
The Import Cells2 as Symbols setting has been added to the ITMSTN.INI configuration file to define whether Type 2 cell headers are imported from MicroStation V8 files as symbols or groups.
Added the Owner group option to the Colors tab of the Options dialog box. For more information, see Colors Tab (Options Dialog Box) (on page 465).
The SmartPlant menu and corresponding commands (Register, Set Active Plant, Publish and Refresh) have been removed. Use SmartPlant Enterprise tools such as SmartPlant Foundation to publish SmartSketch documents. (P2 IT: 49144)
The Fillet Rectangle command allows you to draw a fillet rectangle using a single command. Previous versions of the software required you to use a combination of the Rectangle and Fillet commands to draw the same object. For more information, see Fillet
Rectangle Command (on page 177). (P2 IT: 49184)
Version 2011 R1 (7.1)
Configuration settings for MicroStation have been updated. There is a new ini setting called Symbol Layers. These changes are reflected in CR-IT-48941, CR-IT-48942, and
CR-IT-48943. For more information, see Configuration File Settings for MicroStation
Translation (on page 591).
Version 2011 (7.0) Service Pack 1
SmartSketch is now supported on the following operating systems: Microsoft 64-bit Windows Standard/Enterprise Server 2008 (R2) Microsoft 32-bit Windows 7 Professional and Enterprise Client Microsoft 64-bit Windows 7 Professional and Enterprise Client
You can specify whether toolbars use high-color icons or the classic icons. See Toolbars
Dialog Box (on page 470).
SmartSketch User's Guide
23
S
E C T I O N
1
SmartSketch® is the only desktop application that gives you the power to create quick sketches, complex engineering designs, production drawings, plot plans, schematics, business diagrams, and more.
Industry templates with numerous symbols available for SmartSketch
Sketch ideas spontaneously and accurately, instantly transforming them into precise CAD geometry
What-if scenarios and testing real-world models reduce prototyping time
Merge your designs with AutoCAD® and MicroStation® using the Translators option Add text and spreadsheets from Word, Excel, and PowerPoint; integrate with popular
databases
Industry Solutions Available in SmartSketch and in SmartSketch Options
Get a quick start in projects with workflow templates tailored to different industries including: Process: Process Flow Diagrams, P&ID, Electrical Schematics, Ortho Piping, Control Loop,
Process Block Diagramming
Business Diagrams: Workflow Diagramming, Basic Diagramming, Office Layout, Flowcharts, Organization Charts, Network Diagrams
Network Diagram Technical Drawing
Mapping: Atlas Mapping, Directional Mapping
AEC: Architecture, Construction, HVAC, Plot Plans, Site, Landscape Mechanical: Mechanical Drawings (ANSI & ISO)
SmartSketch Works with Leading CAD Products
Unlike most low-end sketching and drawing products, SmartSketch supports major existing CAD environments such as AutoCAD and MicroStation. You have full import and export capabilities for traditional CAD data. In addition, you can work with .dgn and .dwg data in native formats—as if these formats were OLE-enabled.
Acting as wrappers around foreign data, OLE servers allow you to simply drag AutoCAD or MicroStation data into SmartSketch. You can even locate points in the CAD geometry and work directly off those points in your SmartSketch document.
This capability—giving you live access to legacy data—makes SmartSketch a powerful tool on your desktop.
24
SmartSketch User's Guide
Technical User Forum
See http://www.intergraph.com/ppm/customers/tuf/smartsketch.aspx
http://www.intergraph.com/ppm/customers/tuf/smartsketch.aspx to open the SmartSketch
Technical User Forum website. This site contains user discussions on SmartSketch.
Additional Documentation
For more information about installing and using SmartSketch, the following documentation is provided:
SmartSketch User's Guide (SmartSketchUsersGuide.pdf) - Provides all of the information found in the online Help file, presented in a printable .PDF format. You can access this guide using the Help > Printable Guides command in the software. Additionally, the user's guide is delivered on your computer to the ..\SmartSketch\Program\resdlls\0009 folder after you install the software.
SmartSketch Installation Guide (SmartSketchInstallGuide.pdf) - Provides installation and configuration information for system administrators. You can access this guide on the SmartSketch CD and on the AutoPlay dialog box, or using the Help > Printable Guides command in the software. The installation guide is also delivered on your computer to the ..\SmartSketch\Program\resdlls\0009 folder after you install the software.
SmartSketch README (README.HTM) - Contains installation and configuration
information, along with notes about last-minute fixes and other helpful hints. You will find this file on the SmartSketch CD.
SmartSketch Programming Help (SktchGd.chm and SktchPrg.chm) - These files, available online only, contain instructions and complete reference information for programming with the SmartSketch Automation Interface. You will find these files in the ..\SmartSketch\Programming Help folder after you install the SmartSketch Programming option.
See Also
User Assistance (on page 28)
Getting Started with SmartSketch (on page 33)
Using SmartSketch Options
The following options further enhance the functionality found in SmartSketch. They are available via the Custom setup feature. For more information, see the Installation Guide, accessible from the Help > Printable Guides command from within the software.
AEC Solutions (on page 25) Electrical Solutions (on page 25) Image Integrator (on page 25) Mechanical Solutions (on page 26) Process Solutions (on page 26) Symbol Authoring (on page 27) Programming Tools (on page 27) Translators (on page 28)
SmartSketch User's Guide
25
AEC Solutions
A variety of AEC templates and symbols are provided with the SmartSketch AEC Solutions option. After installing the AEC Solutions option, you will be able to use the AEC templates with any AutoCAD, MicroStation, DXF, or IGR reference file.
You can install the AEC Solutions option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide
accessible from the Help > Printable Guides command from within the software.
Electrical Solutions
The Electrical Solutions option for SmartSketch contains industry-specific templates (both Imperial and metric), task-specific toolbars, and industry-standard symbols that let you quickly and easily create electrical schematics.
When installed, the Electrical Solutions option delivers 250 electrical symbols, including: Circuit Protectors
Contacts and Relays Electron Tubes Fundamental Items High Voltage Logic Gates Qualifying Symbols Rotating Mach
Semiconductors - Diodes, Thyristors, Transistors Signaling
Switches
Terminal and Connectors Transformers and Inductors Transmission Path
You can install the Electrical Solutions option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide accessible from the Help > Printable Guides command from within the software.
Image Integrator
The Image Integrator option provides integrated tools for viewing and manipulating images in a vector/raster drawing environment. You can manipulate all or part of an image using such edits as cut and move, copy and move, tint, paint, or erase. You can adjust contrast and brightness, or invert the pixel values to negative or positive. You can even scale and rotate images to match vector drawings or maps using source and target registration points. Image Integrator supports popular binary grayscale, indexed color, and true color image formats including GIF, JPG, BMO, TIF, CAL, PC, RLE, COT, CIT, TG4, CRL, CMP, and RGB.
When you install the Image Integrator option in conjunction with the Translators (on page 28) option, you can import hybrid raster/vector files into and exported from AutoCAD and MicroStation files while maintaining all reference data.
You can install the Image Integrator option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide accessible from the Help > Printable Guides command from within the software.
26
SmartSketch User's Guide
See Also
Image Command (on page 547) Insert a Raster Image (on page 546)
Mechanical Solutions
The Mechanical Solutions option for SmartSketch includes symbol sets that let you create and place GD&T (Geometric Dimension and Tolerancing) and Weld Symbols into SmartSketch drawings. The symbols are placed through a simple drag-and-drop operation from the Symbol Explorer. You can also place text fields that build up the symbols via this same drag-and-drop operation. Several of the symbols feature multiple representations that you can easily access with a simple right-mouse click on your placed symbol. Once you see the representation you like, you simply left-mouse click it to change the display of the symbol in your drawing.
GD&T symbols include input fields - such as tolerance value - which are easily accessed with a simple double-click of your mouse; you can then edit the input field to change its value. You can access these symbols when you open a Mechanical template in SmartSketch. GD&T and Weld Symbols for SmartSketch include both Metric and Imperial templates.
You can install the Mechanical Solutions option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide accessible from the Help > Printable Guides command from within the software.
See Also
Mechanical Engineering Templates (on page 131) Mechanical Templates (on page 132)
Process Solutions
When installed, the Process Solutions option for SmartSketch provides industry-specific templates, task-specific toolbars, and industry-standard symbols that let you produce 2D process diagrams, schematics, and precision drawings. With the included report macros, you can easily create component reports.
Simple drag-and-drop actions let you quickly position major components of a process system into their appropriate locations in the drawing area. Using SmartSketch's intelligent routing (the Connector command) together with predefined linestyles to represent pipes and
instrumentation lines, you can connect components at each symbol's connect points. You can place other inline components, such as valves, directly on a pipeline or instrumentation line.
You can install the Process Solutions option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide accessible from the Help > Printable Guides command from within the software.
See Also
Ortho Piping Templates (on page 135) PFD and P&ID Templates (on page 136) Plot Plan Templates (on page 138)
SmartSketch User's Guide
27
Symbol Authoring
When installed, the Symbol Authoring option for SmartSketch provides integrated tools for creating new symbols and modifying existing symbols. Symbol Authoring tools give you the ability to:
Define SmartPoints on your symbols that predetermine points where connectors should attach (connect points), multiple origin points for placement (drag points), and points where other symbols should attach (drop points)
Define symbol behaviors such as rotation angles, desired handles (mirror, scale, rotate), label positions, etc.
Define symbol attributes (text information) and symbol parameters (dimensional information) Define special processes (actions) that execute on symbol drop, double click, and so forth. Define bitmaps and help files to be associated with your symbol.
Drive symbol parameters and attributes from external datasources such as Excel or MS Access (lookup tables)
Define several graphic representations (multiple representations) of a symbol that can be changed after placement using the right mouse short-cut
You can install the Symbol Authoring option using the Custom setup feature. For more information on installing SmartSketch options, see the SmartSketch Installation Guide accessible from the Help > Printable Guides command from within the software.
See Also
Planning Your Symbol (on page 505) Managing Text in Symbols (on page 519)
Programming Tools
The Programming Tools option includes programming libraries that allow developers to create custom programs that run with SmartSketch.
Programming Tools is not a requirement to run the custom programs, only to create custom programs for SmartSketch.
The Programming Tools option includes a type library delivered with the software that contains all the objects, properties, and methods available with SmartSketch. On-line documentation for these libraries is delivered locally to [Product Directory]:\Program
Files\SmartSketch\Programming Help. These guides are designed to:
Provide an overview of how you can customize SmartSketch with standard Windows programming tools and languages, including Visual Basic.
Describe the tools available in SmartSketch for customization
Show practical examples of customization using the sample custom commands that are delivered with the Programming Tools option.
You can install the Programming Tools option using the Custom setup feature. For more information on installing SmartSketch options, see the Installation Guide accessible from the Help > Printable Guides command from within the software.
28
SmartSketch User's Guide
Translators
The Translators option allows you to translate or reference MicroStation® and AutoCAD® files for use with SmartSketch. MicroStation and AutoCAD fonts, linestyles, and fill styles are fully supported, so you can modify your drawings in SmartSketch and then save them as either MicroStation or AutoCAD formats. CAD translation provides equivalent objects to and from which elements or entities may be mapped during translation. Translator options let you
customize how MicroStation or AutoCAD fonts, linestyles, widths, views, and units are imported, referenced, or saved as MicroStation or AutoCAD drawings.
If your MicroStation or AutoCAD drawings are "hybrid" drawings containing both graphic and raster data, we recommend that you install the Image Integrator (on page 25) option for SmartSketch as well. Although hybrid MicroStation and AutoCAD drawings will import without Image Integrator, all of the raster data will be ignored in your new file.
You can install the Translators option using the Custom setup feature. For more information on installing SmartSketch options, see the Installation Guide accessible from the Help > Printable Guides command from within the software.
See Also
Working with MicroStation Files (on page 565) Working with AutoCAD Files (on page 601)
User Assistance
You can access different kinds of information any time you are running the software, including reference topics, narrative descriptions, or instructional material. In addition, the software provides several learning tools that you can activate from the online Help menu.
You can use About SmartSketch on the Help menu to see your software version and license information.
Online Help
A structured table of contents, an index, and full-text search capabilities provide easy access to Help topics. Press F1 any time you need online Help during a design session. When a
command is active, the Help topic for that command appears. If no command is active, then the table of contents for the Help topics appears.
You can also access the table of contents by clicking SmartSketch Help Topics on the Help menu.
Learning Tools
To learn to use the software more efficiently, explore the tutorials available on the Help menu.
Every time you activate the software, a Tip of the Day dialog box displays a helpful tip. You can use More Tips on the dialog box, or Tip of the Day on the Help menu, to display more tips.
User Interface Features
Tool tips help you find command names. When you pause the mouse pointer on the command button on the toolbar, a yellow label displays the command's name.
Brief command descriptions show you the basic function of a command. When you point the pointer at the command button on the toolbar, the description appears in the Status Bar at
SmartSketch User's Guide
29
the bottom of the window. Also, messages that explain your actions for each step of the command appear in the Status Bar.Display Context-Sensitive Help
1. On the main toolbar, click Help . The pointer changes to a northwest arrow with a question mark.
2. Click a command or dialog box in the main window.
What's This Help Command
Displays context-sensitive Help on an item in the current window. You can use this command to get help on any item even when the item is not active. When this command is active, the pointer changes to a northwest arrow with a question mark.
You can press Shift + F1 to get context-sensitive Help on an active command.
Help Command
Displays the table of contents for the SmartSketch Help topics, which include step-by-step instructions for using the software, reference information, examples of features, and technical support information. It also provides access to the Help index and full-text search.
See Also
Display Help Topics (on page 31)
Access the Printable Guides
1. Click Help > Printable Guides.
2. In the browser that opens, click a link to the guide that you want to view or print.
To print the guide, use the printing capability of the application that opens the guide. The printable SmartSketchUser's Guide contains the same information that is in the online Help.
Printable Guides Command
SmartSketch documentation is available in PDF format. To view these files, you need a PDF reader such as Adobe® Reader. After you have installed a PDF reader, you can click a document title to open its PDF file.
Intergraph gives its customers permission to print as many copies of the delivered PDF files that you need for non-commercial use at your company. You cannot print the PDF files for resale or redistribution outside your company.
To prevent Internet Explorer from blocking PDF files, you can change your Internet Options to allow active content located on your computer to run:
1. In Internet Explorer, click Tools > Internet Options. 2. Select the Advanced Tab.
3. Scroll to the Security section of the settings, and select Allow active content to run on My Computer.
Access Online Tutorials
30
SmartSketch User's Guide
2. Select a tutorial.3. Follow the instructions in the Learning Center to navigate within the tutorials.
4. Return to the product at anytime by clicking the SmartSketch icon on the bottom of your screen.
If you installed the software from a network, verify the network drive or Universal Naming Convention (UNC) network connection.
Learning Center Command
Accesses a set of HTML-based tutorials to help you get up and running with the software.
See Also
Access Online Tutorials (on page 29)
Display the Tip of the Day
Click Help > Tip of the Day.
If you want to turn off Tip of the Day, set the check box on the Tip of the Day dialog box that appears when you start the software.
To turn Tip of the Day back on, you can click Tip of the Day on the Help menu. Then, on the Tip of the Day dialog box, set the Show Tips at Startup check box.
Turn the Tip of the Day On or Off
Turn Off Tip of the Day
1. Click Help > Tip of the Day.
2. On the Tip of the Day dialog box, clear the Show Tips at Startup check box.
Turn On Tip of the Day
1. Click Help > Tip of the Day.
2. On the Tip of the Day dialog box, click the Show Tips at Startup check box.
Tip of the Day Command
Displays tips about using features in the software. This command also offers a tip each time you start the software.
See Also
Display the Tip of the Day (on page 30) Tip of the Day Dialog Box (on page 30)
Tip of the Day Dialog Box
Displays a tip each time you start the software. You can also activate this dialog box by choosing Tip of the Day from the Help menu.
SmartSketch User's Guide
31
Did You Know - Displays a tip about using a feature. More Tips - Displays a list of available tips.
Next Tip - Displays the next tip in the list.
Show Tips At Startup - Displays a tip every time you start the software. If you do not want to display tips when you start the software, clear this option.
See Also
Display the Tip of the Day (on page 30)
Display Help Topics
Click Help > SmartSketch Help.
Open the SmartSketch Home Page
1. Click Help > SmartSketch on the Web.
2. Follow the instructions on the SmartSketch web page to navigate within the site and to leave the site.
3. Return to the SmartSketch product at anytime by clicking the SmartSketch icon on the bottom of your screen.
On this page, you can access a variety of tools to help you learn and use SmartSketch more efficiently.
SmartSketch on the Web Command
Activates your World Wide Web browser and opens the SmartSketch web page. On this page, you can:
Access registration and support information Access learning tools
Keep up-to-date on product events
View a web gallery of SmartSketch drawings Contact Intergraph.
Display Information About the Software
Click Help > About SmartSketch.
About Command
Displays information about your copy of the software, including the version number and the copyright, legal, and licensing notices.
See Also
SmartSketch User's Guide
33
S
E C T I O N
2
After installing SmartSketch, you are ready to start the application and begin using SmartSketch for all your 2D precision design and production drafting needs. Before starting, you need to be familiar with the interface components, understand Setting Up Documents (on page 63), and familiar with using the pre-defined templates.
See Also
Exploring the Interface (on page 35) Setting Up Documents (on page 63) SmartSketch Templates (on page 107)
Using the SmartPlant License Checkout Utility
The SmartPlant License Checkout utility (License Checkout Utility.exe) allows you to obtain licenses for SmartPlant products for use on a non-networked computer (for example, a remote laptop). Each user on a server can check out an individual license on that machine.
When you check out a license, the license and expiration information are stored on your local machine, separate from another user's license and expiration information. A license is available
only for the user that checks out the license. Each time you start the product during the checkout
period, a message displays the expiration date for the checked-out license.
When the checkout period for the license expires, the SmartPlant product attempts to request a license using SmartPlant License Manager the next time you start the product. For example, after the license expires at 11:59 PM on the expiration date, the next time you start the product, it attempts to access the SmartPlant License Manager license machine for base and module licenses prior to running.
You must install and configure SmartPlant License Manager before checking out a license. You must have administrator privileges to setup and install the utility.
Install SmartPlant License Checkout Utility
1. Insert the product CD into the CD-ROM drive. If the installation does not start automatically, double-click setup.exe in the main folder.
2. Click SmartPlant License Checkout Utility. 3. Type your name and company name.
4. Verify your name and company name, then click Next.
5. Click Display to read and accept the license agreement, and then click Yes. You must have a PDF reader to view the license agreement.
6. Specify the destination folder.
7. Review your settings, and then click Next. 8. Click Install to start the installation process. 9. Click Finish.
34
SmartSketch User's Guide
You can uninstall the License Checkout utility at any time, even if you are currently running a product in remote license mode.Check Out a License for SmartSketch
Be sure that SmartPlant License Manager is installed and configured on your computer. 1. Click Start > Programs > Intergraph SmartPlant License Checkout Utility > License
Checkout Utility.
2. Select the product for which you want to check out a license. 3. Click OK.
Checked out licenses cannot be checked in.
When running in remote license mode, you cannot use setup to modify the product installation until the following conditions are met:
The checkout duration expires.
The system is working with SmartPlant License Manager in connected license mode once again.
In other words, you cannot install or remove modules while running in remote license mode. If the product is running in remote license mode but is unable to confirm for any reason that
it is running in that mode, the product automatically returns to connected license mode and attempts to obtain the licenses from SmartPlant License Manager. The product notifies you if it is unable to obtain licenses from SmartPlant License Manager.
Each time you start the product while using the remote license mode, the software displays a message informing you when the checked out license will expire. The first time that you run the product after the checked out licenses expire, the software displays a message informing you that the checked out licenses have expired and that the software is reverting to the standard connected license mode and attempting to get licenses from SmartPlant License Manager.
When SmartSketch Drawing Editor (Standalone) is used, a SmartSketch license is assigned to it.
SmartSketch User's Guide
35
License Checkout Utility Dialog Box
Allows you to select the product for which you want to check out a license.
Product - Displays the installed products available for license checkout. Select the product for which you want to check out licenses.
Modules - Displays the modules available with your product. A grayed-out entry means that module is not installed on your workstation. If no modules appear in the list, either your product contains no supported modules, or no modules have been installed. Check the box beside the module for which you want to check out a license. If you want to check out only the base
product, do not check any of the modules.
Duration - Specify the number of days that you want to check out a license. Remember that
after licenses are checked out, they cannot be checked in before the license period expires.
When the checkout period for the license expires, the product returns to normal, connected licensing using SmartPlant License Manager the next time you start the product.
Exploring the Interface
The window consists of several components. Most of the software's user interface components are fully customizable. You can arrange your workspace in several ways:
Move windows around on the screen.
Display, hide, or customize toolbars using Toolbars on the View menu or the buttons on the Main toolbar.
Move a ribbon to the top or bottom of the drawing sheet.
Set viewing options for the active window by clicking Options on the Tools menu and setting the options you want on the dialog box.
User Interface Components
Menu Bar and Menus (on page 38) Ribbons and Dialog Boxes (on page 39)
36
SmartSketch User's Guide
Toolbars (on page 40) Keyboard (on page 51) Mouse (on page 52)
Exploring the Window with Your Mouse
Use the left mouse button to do the following:
Select multiple elements by dragging to fence them. Drag a selected element.
Click or drag to draw an element. Select a menu or toolbar command.
Double-click to activate an embedded or linked object. Use the right mouse button to do the following:
Restart a command.
Display a shortcut menu. Shortcut menus are context-sensitive. The commands on the menu depend upon your mouse location and which elements, if any, are selected.
You can also use the mouse to locate objects. As you move the pointer around on the drawing sheet, objects under the mouse change to a highlight color to indicate that they have been located. When you move the mouse away from a highlighted object, the object returns to its original color.
Using Ribbons and Dialog Boxes
Because the software is Office-Compatible, you will find the ribbons and dialog boxes work just like those in Windows. A unique ribbon appears when you click a specific command or when you select an element. These ribbons help you control various settings for the active command. You can place a ribbon bar only at the top or the bottom of the window. You can drag a ribbon to the top or the bottom, but not to the sides, of the window The following figure shows a ribbon.
Ribbons and dialog boxes contain one or more of the following tools:
A check box sets or clears an option. When you click the check box, an X appears to show that the option is set. Clicking the check box again clears it.
SmartSketch User's Guide
37
Some options give you two or more choices. You can click an option to activate it.A box accepts a value when you type it and press Tab or Enter. You can edit the text by highlighting it with the mouse and then pressing Backspace or Delete.
A drop-down list box gives you several options to select from. In some cases, you can also type a value in the field.
A list box allows you to select an item from a list. You can scroll through the list using the scroll bar and double-click an item. Or, you can click an option on the list and then click OK on the dialog box.
38
SmartSketch User's Guide
Using Toolbars
The toolbars give you quick access to commands. You can place a toolbar anywhere within the application window, either docked at the top, bottom, right, or left, or floating anywhere in your workspace.
On a toolbar, some command buttons display fly-outs when you click and hold the command button. Fly-outs access commands that are closely associated with the button that you clicked. These types of buttons have a small black arrow in the bottom right corner.
Arranging Your Work Space
You can arrange the workspace in several ways: Move windows around on the screen.
Display, hide, or customize toolbars using Toolbars on the View menu or the buttons on the Main toolbar.
Move a ribbon to the top or bottom of the drawing sheet.
Set viewing options for the active window by clicking Options on the Tools menu and setting the options you want on the dialog box.
Menu Bar and Menus
The software's menu bar allows you to access all commands, divided by workflow or task. When you click a command, a description of the command appears in the message field at the bottom left of the main application window. You can also click the Help button on the Main toolbar, and then click a menu command to view a description of that command.
SmartSketch User's Guide
39
Ribbons and Dialog Boxes
A unique ribbon appears when you click a specific command or when you select an element. These ribbons help you control various settings for the active command. You can place a ribbon bar only at the top or the bottom of the window. You can drag a ribbon to the top or the bottom, but not to the sides, of the window.
Ribbons and dialog boxes contain one or more of the following tools:
A check box sets or clears an option. When you click the check box, an X appears to show that the option is set. Clicking the check box again clears it.
Some options give you two or more choices. You can click an option to activate it.
A box accepts a value when you type it and press Tab or Enter. You can edit the text by highlighting it with the mouse and then pressing Backspace or Delete.
A drop-down list box gives you several options to select from. In some cases, you can also type a value in the field.
A list box allows you to select an item from a list. You can scroll through the list using the scroll bar and double-click an item. Or, you can click an option on the list and then click OK on the dialog box.
