File management

The file management menu includes most options for saving and loading except packages and views that can be found in their respective menus.
Save and load configurations to a .UPV file. A configuration includes the current settings, clipping, colourisation, view, tags, etc.
Load a colour file. You can choose between local and online colour files.
Load a link file. You can replace existing links or append the existing links with new ones.
Create a link and copy it to your clipboard. Example: upvapi://http://demo.universalplantviewer.com/demoPlant/4/0/?uid=0003a998-0000-0000-681a-a3ff06552004
Create a report.
Save objects to disk in OBJ format.
Generate a double-sided ISO PDF. This will create both an isometric view and an orthographic drawing for better visualisation.
Open the manual.

Check the file names you have entered before saving. There will be no warning if the file name already exists!

Save configuration file

Choose which information to save:

Load configuration file

UniversalPlantViewer automatically loads a default configuration file. You can save a custom configuration file as defaultConfig.upv in the same location as the UniversalPlantViewer.exe.

You can also define the path to the settings file in the URI: file://C:\Path\To\UPV_Web.html?settings=c:\MySettings\Config.upv.

To use the URI function the configuration file must be accessible from the machine where UPV_Web.html is located. If UPV_Web.html is hosted on an IIS server only configuration files located on the IIS server can be loaded. To apply the local settings file use File > Load Settings instead.
Relative paths can be used to define the location of settings files.

Save and load objects

You can save selected objects as OBJ file to edit them with a modelling tool or to duplicate them in your model. Click on “Import avatar from disk” in the additional objects panel and then click on a location in your model to add it. After that you can move and rotate the object.

These objects are treated as additional objects if you load them in the 3D view. You can delete them in the additional objects panel. If you load them in sketch mode they are treated like objects from the catalogue.
If you save objects as OBJ files there is a size limit matching the maximum input size UniversalPlantViewer can handle. If you export more than 20 objects you’ll get the following warning message:
Before saving you can choose to swap the height axis (Z) for the breadth (Y).

How to create a report

After clicking on Create a report in File management you can choose a report definition file, or create a new report. Report definition files are Excel files that must be stored in the Data folder of your UniversalPlantViewer directory. By default, saved reports will follow this naming convention:

Report name (1)_YYYY-MM-DD_HH_MM

Report definition files

A report definition file can contain the following columns:

Name A descriptive name for your report.
Description (optional) Additional description what your report is for.
Filter (optional) You can use all attributes including custom attributes.
Scope (optional) Choose “All”, “Selected” or “Visible”.
Column (optional) The attribute column that should be used for sorting your report.
Sort (optional) You can sort in ascending (asc) or descending (des) order. If no sorting order is given UniversalPlantViewer will sort in ascending order. Example: descending:Name
Forbidden (optional) Enter actions you do not want to allow for your reports: C (customise), F (filter), S (save). Combine with comma or semicolon. Example: C,F;S
Attributes Attributes your report should contain. “Color” gives you the current colour, “Count” gives you the number of objects contained in that object. For example a vessel with 4 nozzles will have a count of 5.

Creating reports

When creating a new report, you can include sketches into the report, select whether all, just the selected objects or just the ones marked as visible are to be included. By dragging and dropping the attributes from left to right you may decide which attributes will included.

After clicking OK your report will be created.

After that you can:

Icon Description
Save the report to an Excel file.
Customise the report attributes.
Reload the report.
Select underlying objects.
View object(s) in model.
Show / hide the quick filter. This will add a filter field under the attribute:

When you are done choosing a file name and a folder for your report, it will be saved as an .xlsx file. It will list all attributes you chose for all objects that are visible regardless if they are selected or not.

For more detailed reporting please use the UniversalReporter.

Filter and sorting

You can sort in alphabetical order by clicking on the attribute. Combine multiple search strings with space. Exclude search strings by using !

You can create link files using Excel. Simply include a column for condition, link URL (or local path) and name. In thes+*+++ condition you can use all attributes. If you want to select all objects, use * as a wildcard. For example: Task=*

Example:

Condition Link Name
Task=Piping https://www.caxperts.com/ Homepage
Task=Structure https://en.wikipedia.org/wiki/Structure Wikipedia

Create a double-sided ISO

This will create both an isometric view and an orthographic drawing for better visualisation. After clicking the button you’ll have to choose an .xlsx file with the objects you want to visualise. You can enter the names of all objects that already have an ISO drawing.

Excel file example:

A
1 P-1676
2 P-1677
3 P-2676
4 P-2677

After that you can save your double-sided ISOs as a PDF.