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SmartSketch User's Guide Version 2014 (8.0) September 2013 DSKT2-PE-2000008G

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SmartSketch User's Guide Version 2014 (8.0) September 2013 DSKT2-PE-2000008G 2SmartSketch 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- Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States.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 Unpublished - rights reserved under the copyright laws of the United States.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 Licensees internal non-commercial use. Intergraph Corporation gives Licensee permission to print a reasonable number of copies of Other Documentation for Licensees 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 Guide3 UNDER NO CIRCUMSTANCES SHALL INTERGRAPH CORPORATIONS 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 Corporations 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 Corporations 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. 4SmartSketch User's Guide SmartSketch User's Guide5 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 Restore a View ............................................................................................................................... 57 Contents 6SmartSketch 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 Basic Diagramming Templates .................................................................................................... 119 Contents SmartSketch User's Guide7 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 Drawing Squares, Rectangles, and Polygons .................................................................................... 174 Contents 8SmartSketch 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 Move an Annotation ...................................................................................................................... 228 Contents SmartSketch User's Guide9 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 Using Dimensions to Change Existing Elements ......................................................................... 294 Contents 10SmartSketch 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 Extend an Element to a Point ....................................................................................................... 348 Contents SmartSketch User's Guide11 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 Associate a Symbol with an Element ........................................................................................... 392 Contents 12SmartSketch 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 Format a Fill .................................................................................................................................. 445 Contents SmartSketch User's Guide13 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 To Do List Notification Options Dialog Box .................................................................................. 482 Contents 14SmartSketch 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 Edit SmartText Attributes for a Symbol ........................................................................................ 521 Contents SmartSketch User's Guide15 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 View Image Properties ........................................................................................................................ 556 Contents 16SmartSketch 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 ................................................................................................