OpenCAD

FAQ

Infor EAM manages drawings as documents.
Uploading a drawing starts from OC Utility which is responsibile of ingesting a new drawing and making changes to existing drawings.
From inside OC Utility you have to select the desidered EAM entity (Asset / Position/ System / Locations) in order to initiate the upload.

Link to get to video instructions

https://drive.google.com/file/d/1QuFV69j2DPIDkDyYZqAvuihNhx0Tb_6E/view?usp=sharing

Two scenarios are available :
1- Ingesting the drawing against the Permit site equipment/location and then enabling the PTW custom field in the document record view . (It is helpful creating a Class with CF associated with)
2- Ingesting the drawing against a document and then enabling the PTW custom field in the document record view (Org selection will be available shortly)

Link to get to video instructions

https://drive.google.com/file/d/1j8GvoVGiDAWeRQCbMyG8VnE6y8H9mK5Q/view?usp=sharing

Accessing to EAM document screen- (Menu Administration -> Setup -> Documents)

Link to get to video instructions

https://drive.google.com/file/d/17yL2uGPoloRTePPv_lTDssdHyHEATjP1/view?usp=sharing

This is typically CAD work. You can do that by using OC APP (it does not require an EAM login) through copy and paste utility (OC APP -> OC utility)

Link to get to video instructions

https://drive.google.com/file/d/1uEEgp_nbWizHY5FD5K9FXcPomTeIZ2L6/view?usp=sharinghttps://drive.google.com/file/d/1uEEgp_nbWizHY5FD5K9FXcPomTeIZ2L6/view?usp=sharing

OC Utility provides drawings to Infor EAM as SVG files The visualization of the SVG depends by CTB configuration as AutoCAD does.

Link to get to video instructions

https://drive.google.com/file/d/1eT7cU0jj2NBww0kVk_YOEg_9q_8HnHD7/view?usp=sharing

Auto-discovery capability allows to get the list of EAM equipment tagged in the corresponded drawing. This result is available through an OpenCAD custom grid. The screen is OUE001. It is part of OpenCAD menu. You can make it

Link to get to video instructions

https://drive.google.com/file/d/1eT7cU0jj2NBww0kVk_YOEg_9q_8HnHD7/view?usp=sharing

From OC Utility you can use SMART TAG. The most effective way is to create a specific dataspy (filtered on not tagged location).Tagged location are constantly provided by auto-discovery capability. See the example of dataspy created on test.

Link to get to video instructions

https://drive.google.com/file/d/1eT7cU0jj2NBww0kVk_YOEg_9q_8HnHD7/view?usp=sharing

by documents or by equipment and then you can get the drawings associated with

Link to get to video instructions

https://drive.google.com/file/d/1eT7cU0jj2NBww0kVk_YOEg_9q_8HnHD7/view?usp=sharing

through OC Utility, by selecting the drawing and then activating the command Modify drawing

Link to get to video instructions

https://drive.google.com/file/d/1eT7cU0jj2NBww0kVk_YOEg_9q_8HnHD7/view?usp=sharing

Recognizes tag (as text) in the drawing which are consistent with EAM equipment (location spcefically for Vopak). Finally it does the link between them and allows the PTW dashboard to visualize the permit and creating flowers on top of that

Just a few of them as part of OC Utility usability, missing images /files during the ingestion xref, reducing drawing size best practice

Yes, it is automatically provided by auto-discovery capability of OpenCAD. Considering the meaning of”available in the drawing” as “tagged in the drawing” the answer is 100% correct.
In addition to that, it is also possible associate the same drawing to multiple EAM equipment by using EAM document tab . It is a standard EAM functionality to associate the same document with multiple entities.

OC Utility uses webservice for intercacting with Infor EAM and then the login is ruled by the EAM install parameter LGNCON . If you are using Mingle credentials you have to set the LGCCON as EXTERN. If you are accessing via EAM user credential you have to set LGNCONF as STANDARD. The reamining option is LDAP or SSO,

Compare functionality are not provided yet, so drawing changes are not visible. However, OC Utility does have versioning capability.

Link to get to video instructions

https://drive.google.com/file/d/1LAaKYdj1zg1R_QDWUNc7wFdZ0uj3Xr82/view?usp=sharing

OpenCAD Utility can elaborate the existing EAM drawings massively. You can group a few of them instead of all of them and let OC utility do the process. The process consists of running auto discovery, syncing spaces and workspaces, and providing SVG files to be visualized within EAM.

Link to get to video instructions

https://drive.google.com/file/d/1LAaKYdj1zg1R_QDWUNc7wFdZ0uj3Xr82/view?usp=sharing

SMART TAG capability is allowed by the following rules:
– It is part of the editing drawing process, so you cannot have it if you are just viewing the drawing
– It is allowed by EAM OpenCAD Security, in particular by the custom fied at the User Group and User Setting level “Enable Smart Tag (Y/N)” If the field is not populated, it behaves as YES. User Group setting prevails on the User Setting.

 

Smart TAG capability uses standard EAM grids ( Asset/Position/Location/System) but also grids that are associated with Cloned screen.
Plus you can create EAM custom grid to be able to associate them to smart tag feature. For allowing the user group to be able to access those grids, you have to enable SMART TAG through OpenCAD Function Security

Yes, of course. You may access to the document by clicking on the google drive link posted in the dedicated column

Link to get to video instructions

https://drive.google.com/file/d/1LAaKYdj1zg1R_QDWUNc7wFdZ0uj3Xr82/view?usp=sharing

The file that you’re trying to visualize contains a special character that prevents the proper recognition of that particular document by EAM. It might happen when the document/drawing has been ingested in the system before adopting OpenCAD Cross-Browser.
Special characters not allowed are : # $ & % ‘ +
You can quickly fix the error by downloading the drawing then removing the existing document and finally re-ingesting it via OC Utility. The current OC Utility recognizes if the file name contains characters not allowed and then removes them before ingesting the file.