Intergraph Smart 3D

Virtual Training | Series Overview

Introducing Intergraph Smart 3D!

January 2020
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Note to Student: Online Training Workflow
Each Intergraph Smart™3D Online Training session is comprised of a series of informative video clips, a
short quiz, and one PDF-based tutorial viewable on any Windows or Android-OS computer/tablet. These
videos are securely presented at the Intergraph Smart Training Center. The Intergraph Smart Training
Center, or ISTC is a structured, online learning management system, or LMS, which privately logs your time
and monitors your progress. In our on-campus classroom courses, you listen to an instructor’s lecture, take
notes, and are given the chance to practice what has been relayed using your text book and the software.
The recommended student workflow for online training is much the same.
After logging in to the ISTC, and pressing the START button, you may choose an enrolled curriculum from
your personal My Training page. From there, you are taken to a curriculum's portal/homepage. Review all
introductory materials to determine prerequisites, then choose a session to watch.
All sessions open by way of a special loading popup, so please make sure your browser's pop-up blocker
is turned off for any page you view at the training center.
Once a video completes, choose NEXT to proceed to the next page, or to complete a short quiz on
materials covered. It is here you may download the TUTORIAL/EXERCISE pdf to get more practice and
information related to a session's contents. When finished, choose the EXIT button on the video player to
close the session, and obtain credit at the Training Center.
Some curricula at the Intergraph Smart Training Center will award completion certificates for undertaking of
a full series of sessions. It is recommended to complete every session you find on a curriculum homepage
to earn every certificate available.

Videos
Videos are meant to provide visual demonstrations of specific designer tasks performable in the
software. They may be viewed for note-taking purposes or followed step-by-step as you explore
Smart3D. You can play/pause a video by pressing the button or Space bar on your keyboard.
Pressing the button or R on your keyboard will rewind the video to the beginning. Videos can
only be viewed using the latest Flash-compliant browsers such as Microsoft Edge, Firefox, or
Google Chrome.

Quizzes
A short quiz will be given at the end of each session to test what you have just learned. Once you
answer the question, you will be given your score.
Tutorials/Exercises
Tutorials, also referred to as Exercises, are meant to provide information and step-by-step practice
for performing specific designer tasks. Although tutorials and videos are related by subject, video
and tutorial content may differ in certain areas. As a guideline, try to follow the steps noted in each
tutorial while using previously viewed video content as reference to your learning experience.
If you choose to follow a video task step-by-step and the same task is listed in its tutorial, note that
section as followed and proceed to the next task until you finish the tutorial.
Credit for Viewing
To obtain credit for viewing a series, watch every video session from begin to end, complete its tutorial, and
answer the quiz question at the end of the video. Then close the video window using the EXIT button at the
top- right-hand side. You should see a check mark appear for that session at the Training Center.

Pretraining Notes
SESSION 1

Welcome to Intergraph Smart™3D!

Overview
The Workspace
The workspace represents the model data. Common tasks allow you to define the workspace
and perform common operations on the model.

Figure 1: The Workspace

Saving the Session File

The changes you make in any task or operation are saved in a session file (.ses). This includes
changes to preferences, such as colors, undo settings, and tooltips, as well as preferences for
specific commands in the modeling tasks. Many tasks on the Tasks menu are not available until
you have defined and saved your workspace.

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 Introduction to Common Applications

Access Permissions
The Active Permission Group allows you to set the permission group for the objects you are
creating or editing. The drop-down list contains all of the permission groups to which you belong.
Depending on your access permissions, you can perform specified functions.

Figure 2: Access Permissions

Main Toolbar
The main toolbar in each task displays at the top of the page and contains the same menus,
regardless of the active task.

Figure 3: Main Toolbar

You can save certain properties, such as window size, layout, and view orientation, from one
work session to the next. The File menu allows you to create, open, save, and close sessions.
The name of the current session file appears in the title bar of the application, along with the
name of the task, model, and active filter. You can also see this information on the Windows
task bar. This information is helpful when you have multiple Smart 3D windows open. For
example, Paste and Restore require two sessions to be open.

Figure 4: Title Bar

The workspace is a saved setting in a session. During a session, you define a workspace to
view and work with certain objects in the model data. Defining a workspace also allows you to
create and name filters that restrict the data of the entire model into more manageable subsets
for working.

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Introduction to Common Applications

The workspace displays in the Workspace Explorer, which allows you to move throughout the
hierarchy of your workspace. You can view the workspace using the System, Assembly,
Space, WBS (Work Breakdown Structure), Analysis, PDS, and Reference view tabs at the
bottom of the Workspace Explorer. Select Tools > Options to specify the tabs to show in the
Workspace Explorer.

Figure 5: General Options

You can edit the following options:

 General - Enables the Undo command and the status bar. You can specify the number of
actions you can undo. Dwell time for QuickPick specifies the amount of time before
QuickPick activates. Locate zone defines the locate zone for the software to find
SmartSketch points. You can also select the tabs to display in the Workspace Explorer.
 Colors - Selects the colors the software uses for the background, highlighted and selected
objects, and handles.
 Units of Measure - Determines the units of measure that appear in the software.
Additionally, you can specify how precisely the software displays these units. Data using
units of measure, such as length, angle, volume, and mass, use the units of measure
defined in the metadata. For example, the metadata defines the units of measure for length
in meters. If you set the units of measure for length to ft in the Options dialog box, then the
software displays the length readout as ft, but stores the value as meters in the database.
 ToolTips - Defines the ToolTips for a selected object type. ToolTips are based on catalog
labels, but they are saved to the session file. You can create a label to use as a ToolTip in
the Catalog task.

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 Introduction to Common Applications

 File Locations - Sets the file locations for saved session files, workspace templates,
personal report templates, report output files, and custom documentation.
 SmartSketch - Selects the standard SmartSketch relationship indicators to display in the
software.

Figure 6: SmartSketch Options

 Selected PG - Restricts the edits and propagation to objects in the selected permission
group.

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Introduction to Common Applications

Shortcut menus
Shortcut menus are menus that appear when you right-click certain areas or objects in the user
interface. You can access shortcut menus by right-clicking an object in a graphical view or in the
Workspace Explorer. These options display after you define the workspace.

Figure 7: Shortcut Menus

The following commands are available from the shortcut menus:

 Select Nested - Selects the object and all of its nested children.
 Copy - Copies the selected object and its associated relationships to the Clipboard.
 Paste - Pastes the Clipboard contents in the model. Paste is available after you copy an
object.
 Create WBS Project - Initializes a new Work Breakdown Structure (WBS) project. This
command only appears in the Workspace Explorer.
 Create WBS Item - Initializes a new Work Breakdown Structure (WBS) item. This command
only appears in the Workspace Explorer.
 Delete - Removes the selected object from the database, and deletes any relationships and
notes on the object.
 Show - Turns on the display of a selected object.
 Hide - Turns off the display of a selected object.
 Claim - Identifies objects in the model for modification in a project.
 Go to Hyperlink - Views a file or a web page associated with an object in the model. This
command is available after you insert a hyperlink on an object.

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 Introduction to Common Applications

 Properties - Edits the properties of a selected object.

 New System - Creates a new system without switching to the Systems and Specifications
task.

Figure 8: New System

Common Tutorial Introduction to Common Applications 1

Database Architecture

Overview
Smart 3D has seven databases that are created before the users can work in Smart 3D. The
Database wizard creates the site, site schema, catalog, and catalog schema databases. The
model, reports, and reports schema databases are created from the Project Management task.

Site database
The site database serves as the primary or main database, and contains all permission groups.
From the site database, you can access the model and catalog databases and their related
schema databases. You must create the site database before creating a model or catalog
database. A site database can have multiple model and catalog databases. When you create
the site database, you also create the site schema database.

Common Tutorial Database Archictecture 5

Database Architecture

Site schema database

The site schema database stores the metadata for all business objects and their relationships.
The site schema database is created when you create the site database. The site and site
schema databases are containers for the other databases. A site database can point to multiple
model databases.

 Database type - Specifies the type of database. You can choose a MSSQL database or an
Oracle database.
 Site database server - Specifies the registered SQL server for the site database. After you
select a server, Site schema server defaults to match Site database server. This option is
available only if the Database type is set to SQL Server.
 Site database name - Specifies a name for the new site database. After you enter a name
for the site database, Site schema name defaults to match Site database name.

Catalog database
The catalog database contains the reference data necessary to design a model. The reference
data includes graphical symbols that you can place in the model, such as equipment or piping
components, and non-graphical, tabular data, such as catalog data and specification data.
Catalog data includes the parts that you place in the model, such as piping components and
equipment. Specification data includes the rules that govern how those parts are placed and
connected. The catalog and catalog schema databases contain the reference data information,
such as what is available on the market for each component, physical dimensions, and industry
standards. When you create the catalog database, you also create the catalog schema
database.

6 Common Tutorial Database Archictecture

 Database Architecture

Catalog schema database

The catalog schema database stores the metadata for all business objects, such as pipes,
beams, and their relationships, as well as all attribute type and codelist information.

Model database
The model database organizes all of the three-dimensional objects in the model. Catalog and
model databases share the same catalog schema database.

Common Tutorial Database Archictecture 7

Database Architecture

Reports and Reports schema databases

The reports and reports schema databases interact with the other five databases to generate
tabular reports from Smart 3D data. The reports database point to the data in the other
databases. These two databases are originally created during the model generation process.

8 Common Tutorial Database Archictecture