Trademarks
This manual makes reference to the following products. These products are registered
trademarks of their manufacturers:
Table of Contents
Welcome to the Design Systems Module ....................................................... 1
What is the Design Systems Module ....................................................................... 1
Getting Started ......................................................................................................... 1
Activating Design Systems Module ..................................................................... 1
Navigation ......................................................................................................... 3
Design Systems Module .......................................................................................... 3
Definitions ............................................................................................................... 5
Design System Objects ......................................................................................... 5
Database Definitions ............................................................................................. 5
Component Library Object Definitions ................................................................ 7
Component Property and Table Objects ............................................................... 9
Design Systems Module Menus ............................................................................ 11
File Menu ............................................................................................................ 11
View Menu ......................................................................................................... 12
Tools Menu ......................................................................................................... 12
Windows Menu ................................................................................................... 13
Help Menu .......................................................................................................... 14
Standard Toolbar ................................................................................................... 14
Right-Click Menus ................................................................................................ 16
Navigation Pane Right-Click Menus .................................................................. 16
Data Pane Right-Click Menus ............................................................................ 16
Index................................................................................................................ 63
Getting Started
When you install PROCAD 3DSMART or PROCAD 3DSMART+, the software create a
shortcut icon on your desktop or Start menu.
PROCAD 3DSMART
PROCAD 3DSMART+
Page 1
Page 2
Navigation
Design Systems Module
The Design Systems module contains two panes that are always displayed.
It is also possible to dock any or all of the five Component Designer tools. These tools may
be docked on top of each other, creating a tabbed pane, or may be docked separately. These
tools include:
Worktools
Properties tool
Component Viewer tool
Image tool
Find Object tool
The Navigation pane opens when you open the Design Systems Module. It contains a list
of Design System Groups and their related Design System objects.
The Data pane opens when you open the Design Systems Module. It displays information
related to the Design System Group or Design System object that is selected in the
Navigation pane.
Related Topics
Page 3
Menu Bar
Design Systems
Navigation Pane
Page 4
Standard
Toolbar
Design Systems
Data Pane
Dockable Component
Designer Tools
Definitions
Design System Objects
Design System Groups
Design Systems
Design Systems are defined groups of components that have specific catalogues of
dimensional information available. These are standards that are recognized within various
industries. Examples of individual Design Systems are ANSI piping, Swagelok piping, and
Cable Tray systems. These systems represent real world objects that have norms for
behaviour such as connections.
Design System Groups are a set of Design Systems that all of similar type objects that have
similar types of behaviour. For example, while ANSI and Plastic piping have differences,
they have similar component types such as elbows, tees, and pipe, which have similar
connecting behaviours.
Generic Mating Faces These are connection types that have been defined by PROCAD
Software. This information resides in the Master database, and can therefore be
used within all libraries that use the Design System Group where the mating face
resides.
Custom Mating Faces Connection types that are defined by the user. In order to ensure
that libraries may be transferable, custom mating faces are stored within each
library.
Database Definitions
Database Management System (DBMS) This is the software itself that is hosting the
databases. For PROCAD 3DSMARTs Component Designer, this must be
Microsofts SQL Desktop Engine (MSDE), SQL Server Express 2008, SQL Server
2008, SQL Server Express 2012 or SQL Server 2012.
Page 5
In the Navigation pane, the DBMS is represented at the top of the hierarchy
as PROCAD 3DSMART Installations on SQL Server.
SQL Server (Instance) The term SQL Server is used to describe a complete
Library (Database) The term library is synonymous with the term database, and
refers to a collection of related records. For example, the ANSI Piping Library is a
collection of information such as dimensions, properties, and relationships that all
pertain to ANSI piping objects.
In the Navigation pane, Libraries are one level below SQL Servers.
Steel
Library
Shared
Components
Library
Page 6
Steel
Library
ANSI
Piping
Library
Equipment
Library
Sanitary
Fittings
Library
Database Management System
(SQL Server 2005)
ANSI
Piping
Library
Instrument
Library
Equipment
Library
Shared
Components
Library
Individual components that may be placed within a model and selected within a specification
are defined within a Component Group.
Each object in the hierarchy has associated information, which is then automatically also
associated with any child objects.
Object Type
Component Type
(Root Level)
Example
in the ASME
Piping library
Associated Information
Details
Size Assembly
Metadata, if not defined at
the leaf level or the
intermediate level.
Component Type
(Intermediate
Level)
Library
below it in the
hierarchy.
They may also act as a
Leaf Level Type with
associated Groups.
Component Type
(Leaf Level)
Reducing
Socket Weld
Tees in the
ASME Piping
Library
Page 8
Flanges in the
ASME Piping
Library
Key Property
Organizational Folders
Dependent Properties
Place holder properties are characteristics that will change for every single component,
component group and component type. Therefore, these properties will be used to create
place holders for users to enter their own custom dimensions for the characteristic. For
example, the projection of each nozzle is unique and therefore, a reusable table based on
Nominal Pipe Size is not possible.
Page 9
Individual value
3"
4"
6"
Key Component Properties must always have an associated table of values, referred to as a
Key Property Table.
Dependent Component Properties may be associated with a table of values, referred to as a
Dependent Property Table. Place Holder Properties cannot have any association with any
tables.
Dependent Property Tables are associated to the Key Property Table, with each value in the
dependent table matching directly up to a key table value. There may be an unlimited
number of dependent tables related to one key property table.
Dep. Prop. Table 1
3.5"
4.5"
7.5"
9"
11"
6.625"
3"
4"
6"
Dep. Prop. Table x
Dep. Prop. Table 3
(i.e. Flange Thickens
150 lb)
Page 10
15/16"
15/16"
1"
Size assemblies are built from up to four key properties along with a parallel number of key
property tables. For example, reducing branched components such as a reducing tee or a
concentric reducer have two key sizes: a main and a branch nominal pipe size. Therefore, in
the ASME Piping Library, a size assembly named ASME Main and Branch Sizes has been
created by combining two key properties and their tables together.
Each unique set of the key property values is
identified uniquely within the database.
File Menu
Select this...
To...
Exit
Page 11
View Menu
Select this...
To...
Worktools
Properties
Graphics
Image
Find Object
Main Toolbar
Status Bar
Skins
Tools Menu
Page 12
Select this...
To...
Menu Editor
Settings
Recent Menus
Windows Menu
Select this...
To...
Cascade
Tile Vertically
Tile Horizontally
Arrange Icons
Page 13
Help Menu
Select this...
To...
Contents
Search
Index
Standard Toolbar
You can access the following menu commands from Component Designers Standard
toolbar. This toolbar is available in all modules of the Component Designer.
Select this...
To...
Not available in the Design System Module.
Not available in the Design System Module.
Not available in the Design System Module.
The Menu Editor button has five options:
Page 14
1.
2.
3.
4.
5.
2.
3.
4.
5.
Component
Component Group
Component Type
Component Property
2.
3.
4.
Page 15
Right-Click Menus
Navigation Pane Right-Click Menus
This menu appears when you right-click anywhere in the Navigation Pane within the Design
Systems module.
Select this...
To...
Refresh
Select this...
To...
Define
Undefine
Rename
Refresh
This menu appears when you right-click anywhere in the Connectivity and Custom Cross
Connectivity tab within the Data Pane, for an individual Design System.
Page 16
Select this...
To...
Set Connectivity
Unset Connectivity
Refresh
This menu appears when you right-click anywhere in the top row or the far left column in
the Inter Systems Connectivity and Cross Inter Systems Connectivity tab in the Data Pane,
for a Design System Group.
Select this...
To...
Refresh
This menu appears when you right-click anywhere in the Categories tab in the Data Pane, for
a Design System Group.
Page 17
Select this...
To...
Add
Delete
Sort by Category
Sort by ID
Refresh
Refresh
Page 18
General Procedures
Resizing Panes
You can optimize screen space by resizing any Component Designer pane.
Note: To resize the length of the Design or Data pane, you must change
it out of its default (maximized) position. You can adjust width while
this pane is maximized.
Note: To resize the length of the Dockable Tools, you must ensure that
it is not docked. You can adjust width while this pane is maximized.
To resize panes
1. Position your cursor over any pane border.
The cursor changes to a double arrow.
2. Click and drag the pane border to increase or decrease the size of the
pane.
Docking Objects
You can optimize screen space by docking any Component Designer Tool pane. The menu
and button bars may also be docked.
3. Drag the mouse to the extremities of the application. The tools may be
docked on the left, right or at the bottom of the program.
Page 19
These trees may be expanded to show more details, or collapsed to hide lower levels of the
tree.
Page 20
Use the individual window buttons to minimize or maximize the selected window.
Click on any item in the currently open windows list to maximize it and bring it to the front
of all other open windows.
Page 21
General Tab
In this field...
Enter/Do this...
Enable New
SQL Server
Registration
Wizard
Enable Delete
Object Dialog
Enable Insert
When this checkbox is turned on and a metadata object is
Metadata
opened in the Metadata Builder that contains absolutely
Template Dialog no code, a prompt will appear asking if a default template
Page 22
Prompt
Metadata
Parsing Failure
Show MB Line
Number
Page 23
In this field...
Enter/Do this...
English Units
Precision
Page 24
Components
Component Types
Component Groups
Component Properties
Component Metadata
Property Table
Page 25
Procedures
To open the Find Object pane
The Find Object tool can be opened from within the Design System module. To do this,
select Find Object from the View menu. When the Find Object pane is open, a check
mark will appear beside the menu selection.
If the Find Object pane was opened in another module, it will remain open within the
Design System module.
Click the Find Object command from the View menu. When the Find
Object pane is closed, no check mark will appear beside the menu selection.
-OR-
Page 26
Click the
In this field...
Enter/Do this...
SQL Server
Component
Library
Object Type
Find by radio
buttons
Exact phrase
check box
Object(s) Found
Status Bar
Select this...
To...
Open Item
Large Icons
Small Icons
List
Details
Properties
Page 28
This menu appears when you right-click in any other location in the Find Object Tool
docked or floating pane.
Select this...
To...
Allow docking
Hide
The Component Viewer tool will only generate a preview when in the:
Page 29
Procedures
To open the Component Viewer tool
The Component Viewer tool can be opened from within the Design System module. To do
this, select Graphics from the View menu. When the Find Object pane is open, a check
mark will appear beside the menu selection.
If the Find Object pane was opened in another module, it will remain open within the
Design System module.
Page 30
Select this...
To...
Zoom
Switch the viewer to the zoom mode. In this mode you can
zoom in or out of a component by left clicking and
dragging your mouse vertically.
Orbit
Switch the viewer to the orbital mode where you can orbit
the camera around the component.
Pan
Look Around
Wire Frame
Increase Resolution
Decrease Resolution
Light Off
Light On
Show Outlines
Show Connections
This menu appears when you right-click in any grey background area in the Component
Viewer Tool docked or floating pane.
Select this...
To...
Allow docking
Hide
Image Tool
Introduction
The Image tool is used to preview the selected objects physical appearance in two
dimensions. In order to generate a preview, the Image tool requires:
Page 32
Procedures
To open the Image tool
The Image tool can be opened from within the Design Systems module. To do this, select
Image from the View menu. When the Image pane is open, a check mark will appear
beside the menu selection.
If the Image pane was opened in another module, it will remain open within the Design
Systems module.
Page 33
Select this...
To...
Allow docking
Hide
Properties Tool
Introduction
The properties tool is used to view detailed information about the currently active
component. In the Design System module, the Properties pane will display the same
information as the Data pane.
Page 34
Procedures
To open the Properties tool
The Properties tool can be opened from within the Design Systems module. To do this,
select Properties from the View menu. When the Properties pane is open, a check mark
will appear beside the menu selection.
If the Properties pane was opened in another module, it will remain open within the Design
Systems module.
Page 35
Select this...
To...
Display the component information by categories.
Display the component information in alphabetical order
(by property name)
Component
Library
Description
ID
Name
Object Type
[Object]
[Server]
Items
Path
SubFolders
Symbol
Select this...
To...
Allow docking
Hide
Worktools
Introduction
The Worktools contains useful tools for each module. The tools that are available change
depending on the module that is in use, with each module having access to the window
switching tool.
Page 37
Click the Worktools command from the View menu. When the Worktools
pane is closed, no check mark will appear beside the menu selection.
-OR-
Click the
Worktools Dialogs
There are multiple dialogs available within the Worktools Pane. Within the Design Systems
module, there are four types of dialogs.
Page 38
In this field...
Enter/Do this...
Click this button to change the module window to the
Library Designer module. Only one Library Designer
module may be opened at any given time.
Click this button to change the module window to the
Menu Editor module. The tabbed menu associated with
each window is displayed under the button. It is possible
to have more than one Menu Editor window open at
once.
Click this button to change the module window to the
Metadata module. The object whose metadata is
associated with each window is displayed under the
button. It is possible to have more than one Metadata
window open at once.
Click this button to change the module window to the
Design Systems module.
Under the button, the
associated SQL Database Instance will be displayed. It is
possible to have more than one Design System window
open at once.
Page 39
Bookmarks are saved pointers to objects that may be used frequently, or objects that are
currently being edited. While new bookmarks may not be saved from within the Menu
Editor module, clicking on any previously created bookmark will bring the user to the object
in the Library Design module.
The icons used to represent the various object types are the same that are used in the
Navigation Pane of the Library Design module.
Related Topics
Page 40
Every time a new object is selected for viewing or edited, it is recorded and listed at the top
of the History dialog box. Clicking on any item in the history will bring the user to the
object in the Library Design module.
The icons used to represent the various object types are the same that are used in the
Navigation Pane of the Library Design module.
Related Topics
Component Library Object Definitions
Other dialogs may also be available in the Worktools, depending on the previous module
opened. Therefore, you may need to reference the other modules documentation for more
information.
Page 41
Select this...
To...
Large Icons
Small Icons
Close
Close All
This menu appears when you right-click in the Worktools pane when the Buttons option is
selected.
Select this...
To...
Large Icons
Small Icons
This menu appears when you right-click in the Worktools pane when the Icons option is
selected.
Select this...
To...
New
Import
Page 42
Export
Edit
Copy
Paste
Remove
View
Remove All
Rename
This menu appears when you right-click in any other object within the docked or floating
WorkTools pane.
Select this...
To...
Allow docking
Hide
Page 43
Design Procedures
Creating a New Mating Face Type
Mating faces, also known as connection types, may be defined by the user. These custom
connections are stored in individual libraries.
Page 44
Page 45
Supply a unique Mating Face name and a key word. They Key Word is
used in the Metadata Editor to describe the connection points.
7. Click the Finish button to complete the creation of the new mating
face.
8. Repeat steps 4 through 7 for all other libraries that require the selected
Design System Group and mating face.
Page 46
Page 47
4. Depending on the dialog box that you are on, you will be required to
define the following information:
Generic Custom radio button: Defines whether the connection
grid will show only generic mating faces, or only custom rating
faces
Library drop down box: Select the Library where the connection
rule will be used and stored.
Side System drop down box: Select the first Design Systems
connections that will be used in the connection grid. The selected
Page 48
5. On the connection grid, find the two mating faces whose connection
you wish to allow or disallow. Find one mating face on the left hand
column, and the second mating face on the top column. Find the cell in
the grid where the row and column intersect.
6. To allow the connection in PROCAD 3DSMARTs modeler, click the
checkbox so that the check mark appears. To disallow the connection
in PROCAD 3DSMARTs modeler, click the checkbox so that there is
no checkmark.
Page 49
Page 50
In this field...
Enter/Do this...
Mating Face
Name
Mating Face
Key Word
Page 51
Page 52
In this field...
Enter/Do this...
Generic/Custom
radio button
Library drop
down box
Mating Faces
Key Word
Order
Page 53
In this field...
Enter/Do this...
Generic/Custom
radio button
Library drop
down box
Connectivity
grid
Mating faces are listed on the left hand column and the
top header row. Looking at the cell in the grid where any
row and column intersect will indicate by the presence or
absence of a checkbox, whether the connection is
allowed in PROCAD 3DSMARTs Modeler.
Click to save the current changes to the database.
Opens the help files to information about the Data Pane.
Page 54
In this field...
Enter/Do this...
Library drop
down box
Connectivity
Mating faces are listed on the left hand column and the
Page 55
grid
top header row. Looking at the cell in the grid where any
row and column intersect will indicate by the presence or
absence of a checkbox, whether the connection is
allowed in PROCAD 3DSMARTs Modeler.
Click to save the current changes to the database.
Opens the help files to information about the Data Pane.
Page 56
In this field...
Enter/Do this...
Design Systems
ID
Page 57
Page 58
In this field...
Enter/Do this...
Generic/Custom
radio button
Library drop
down box
Side System
Cross System
Connectivity
grid
Mating faces are listed on the left hand column and the
top row. Looking at the cell in the grid where any row
and column intersect will indicate by the presence or
absence of a checkbox, whether the connection is
allowed in PROCAD 3DSMARTs Modeler.
In this field...
Enter/Do this...
Library drop
down box
Side System
Cross System
header row.
Connectivity
grid
Mating faces are listed on the left hand column and the
top column. Looking at the cell in the grid where any
row and column intersect will indicate by the presence or
absence of a checkbox, whether the connection is
allowed in PROCAD 3DSMARTs Modeler.
Click to save the current changes to the database.
Opens the help files to information about the Data Pane.
Page 60
In this field...
Enter/Do this...
ID
Categories
Lists the categories that are available for use within the
selected Design System Group. When a Component
Type object is created within the Library Design module,
the user may select the category that the new objects will
belong to.
Reducing
Rating
Schedule
Isogen
PIDLine
Piping Spec
Page 61
Page 62
Index
button bar......................................... 14
Component Viewer
context menu ............................... 31
tool ............................................... 29
Component Viewer tool .................... 3
connections
allow ............................................ 47
disallow ....................................... 47
grid .............................................. 49
context menu
Component Viewer ..................... 31
Data Pane..................................... 16
Find Objects ................................ 28
Image ........................................... 33
Navigation Pane .......................... 16
Properties ..................................... 36
Worktools .................................... 41
create
mating face type .......................... 44
data .................................................. 26
data pane
connectivity tab ........................... 53
mating faces tab ........................... 51
Data pane ........................................... 3
Data Pane
Categories Tab ............................. 60
context menu ............................... 16
Cross Inter Systems Connectivity
tab ............................................ 59
custom cross connectivity tab ..... 55
Design Systems tab ..................... 56
Inter Systems Connectivity Tab .. 58
definition
instance .......................................... 6
library ............................................ 6
size assemblies ............................ 11
definitions
database ......................................... 5
delete
delete ........................................... 46
rename ......................................... 47
mating faces
custom ........................................... 5
generic ........................................... 5
menu ................................................ 21
File ............................................... 11
Help ............................................. 14
toolbar.......................................... 14
Tools ........................................ 1, 12
View ............................................ 12
Windows...................................... 13
move/resize panes ........................... 19
Navigation pane................................. 3
Navigation Pane
context menu ............................... 16
expanding/collapsing ................... 20
object preview ................................. 29
pane ........................................... 21, 26
Data ............................................... 3
Navigation ..................................... 3
tabbed tools ................................... 3
panes
resizing ........................................ 19
properties ........................................... 9
Properties ........................................... 3
context menu ............................... 36
Page 64
dialog box..................................... 35
tool ............................................... 34
property tables .................................... 9
rename
mating face ................................... 47
settings ............................................. 21
units .............................................. 24
toolbar .............................................. 14
tools
Component Viewer .................. 3, 29
dockable ......................................... 3
docking ......................................... 19
Find Object..................................... 3
Find Objects ................................. 25
Image........................................ 3, 32
Properties ................................. 3, 34
undocking ..................................... 20
Worktools................................. 3, 37
Tools menu......................................... 1
units
settings ......................................... 24
window............................................. 21
Worktools..................................... 3, 37
Bookmark ..................................... 40
context menu ................................ 41
History.......................................... 41
Windows ...................................... 39