DocumentAdapter captures 2D graphics and attributes from Intergraph SmartPlant SmartSketch and stores it in a file (*.upvd). This file is used as input for CAXperts UniversalPlantViewer Builder to add 2D drawings to 3D sessions.



  • Hardware (minimum):
    > CPU: double-core, 2.5 GHz
    > RAM: 3 GB

  • Hardware (recommended):
    > CPU: quad-core, >=3.4 GHz
    > RAM: >=8GB
    > OS on SSD and SSD for TEMP, input and output folder
    > Full HD resolution

  • Supported operating systems:
    > Microsoft Windows 7 or later
    > Microsoft Windows 2008-2012R2

  • Intergraph SmartSketch 2016 or better SmartSketch 2018

  • Microsoft .NET Framework 4.0

Administrator rights are required on each computer to install
CAXperts DocumentAdapter. “Run as” is not supported.


To uninstall the software, select Control panel from the start menu. Then on large or small icon view, click Programs and features. If you are using category view, under Programs, click Uninstall a program.

Select the program you want to remove, and click Uninstall/Remove. Alternatively, right-click the program and select Uninstall.

Setup command line (for administrators)

The following command line options are supported by the installer:

/S:<<optional ini file>>

Allow an install to be run in silent mode. As a result, no screens or dialogs will be shown.

This command line option also has an optional INI file that can be passed containing session variable values. For example:

"C:\output\setup.exe" "/S:C:\setupvars.ini"

This will cause the session variables in the INI file to be used for the setup. The INI file should be in the format:


%AppFolder%=C:\Program Files\MyProduct

/U:<<XML config file>>

This command line option must be used when calling the uninstall program from the command line. This command also has an optional XML file that can be passed containing session variable values. For example:

"C:\Program Files\MyProduct\uninstall.exe" "/U:C:\Program Files\MyProduct\irunin.xml"


CAXperts software supports two types of licences:

Site licence (local)

Domain based licences are restricted to machines within a 5 miles (8 kilometres) radius at a specific geographic location (building) for which the licence key file was issued for. There is no limitation regarding the number of users or machines.

CAXperts will need your Current domain name to issue a licence file (.lic).

The licence file has to be stored on a local or network location accessible by the machine running the CAXperts product; a licence server is not required.

The location of the licence file should be defined on every machine with the CAXperts product installed, which can be done

  • Either by setting the environment variable
    > CAXPERTS_LICENSE_FILE=C:\Program Files > (x86)\CAXperts\Licensing\

  • Or by setting the registry key
    > HKEY_CURRENT_USER\Software\FLEXlm License > Manager\CAXPERTS_LICENSE_FILE=C:\Program Files > (x86)\CAXperts\Licensing\

Multiple licence key file locations should be separated by semicolons (“;”).

If the licence key file location is not defined, “C:\Program Files (x86)\CAXperts\Licensing\” is used

The licence key file may be renamed (including the extension). The CAXperts product will check the content of all files in the licence folder(s) for valid keys.

Changes to the key path (in the environment variable or registry key) are read during the next start of the CAXperts product.

Floating (server) licence

Floating licences require a FlexNET server (lmadmin or lmgrd) accessible by the machine running the CAXperts product. The licence key file is typically located on the FlexNET server machine. The licence key file defines the maximum number of seats which can be used at the same time.

Every running instance of the CAXperts software product will require one seat, no matter if the application is running multiple times on the same or different machine(s).

New instances can only be started as long as seats are available and the FlexNET server is accessible.

The location of the licence server must be defined on every machine with the CAXperts product installed, which can be done

  • Either by setting the environment variable

  • Or by setting the registry key
    > HKEY_CURRENT_USER\Software\FLEXlm License > Manager\CAXPERTS_LICENSE_FILE=@YourServerName

Every computer name must be preceded by the @ symbol. Multiple licence server locations should be separated by semicolons (“;”).

YourServerName is the Windows computer name of the machine running lmadmin (FlexNET server). If lmadmin is running on a non-default port, the port number should be defined like this: port@ YourServerName.

Changes to the server path (in the environment variable or registry key) are read during the next start of the CAXperts product.

Borrowed licences

Licence seats can be borrowed for a period of time from the server and saved to the local machine. Once the seat has been borrowed the CAXperts application can be used without any connection to the FlexNET server.

To borrow a licence seat press the Borrow seat button, define the loan period (up to 7 days) and press OK. When the borrowed seat expires it gets automatically returned back to the FlexNET server.

The seat can be returned earlier by pressing the Return borrowed seat button.

Without a valid licence file the software will run in demo mode.

Using DocumentAdapter

General Notes

DocumentAdapter (DA) is a converter for Smart 3D Isometric & Layout drawings, PDF files in general and PDMS/E3D Isometric Drawings. The resulting conversion format (.upvd-file) can be integrated and intelligently linked into a UniversalPlantViewer model.

Hints for the conversion with SmartSketch:

It can happen that SmartSketch is not running very stable during the conversion process all the time and you might end up with a lot of licence seats that are not properly returned to the license server.

To avoid this, we recommend to check out a SmartSketch seat locally before you run DocumentAdapter. Please refer to the Intergraph documentation on how to do that.

All Intergraph SmartSketch files are supported.
DocumentAdapter is working with SmartSketch version 2016 or later.

Conversion of Smart 3D isometric drawings

The first tab (S3D) is for the processing of Smart 3D isometrics and layout drawings. As for all different tabs, the dedicated section is “activated” for processing only when the option is ticked on.

The button enables the processing of the isometric drawing into a resulting UPVD file.
DocumentAdapter starts SmartSketch and extracts the drawings to a UPVD file.
When you combine the UPVD file in UniversalPlantViewer Builder with the 3D model, the resulting UPV session contains 3D objects that are linked to 2D isometric drawings and vice versa:

Conversion of PDF files

DocumentAdapter can integrate all kind of PDF files into a UniversalPlantViewer model. By activating this section, the user just needs to browse to a folder on the filesystem and the complete folder structure beneath is read out and processed.

With an optional mapping file all necessary links regarding the pdf and condition in the model is set up accordingly.

An example for a mapping file is available in “C:\Program Files (x86)\CAXperts\DocumentAdapter\Templates\PDF-Mapping.xlsx”

The synchronise button writes all links into the selected mapping-file.

Conversion of PDMS/E3D isometric drawings

DocumentAdapter can also convert PDMS/E3D isometrics. The converted isometrics also have smart “hotspots” for all parts (except the straight pipes), so they have a direct link into the 3D model - just like the S3D isometrics. The prerequisite for this is that the isometrics are exported from PDMS as pdf’s together with their hit-files. This is an option within the PDMS Iso-creation.

Additional settings

By default DocumentAdapter allows for a single Drawings Name

Command line mode

DocumentAdapter can also be started in command line mode. To get all parameters directly in a command window, just type:

"C:\Program Files (x86)\CAXperts\DocumentAdapter\DocumentAdapter.exe" /?

Available parameters are:

-output:D:\path\to\file.upvd (Occurance: ExactlyOnce, Help Text: Path to the output file)
-sp3dfolder:C:\drawings (Occurance: AtMostOnce, Help Text: Path to the sp3d input folder)
-pdffolder:C:\pdfs (Occurance: AtMostOnce, Help Text: Path to the pdf input folder)
-pdmse3dfolder:C:3d (Occurance: AtMostOnce, Help Text: Path to the pdmsE3d input folder) -pdfmappingfile:C:\pdfConfiguration\mapping.xlsx (Occurance: AtMostOnce, Help Text: Path to the pdf mapping input file)
-hierarchicalupdate (Occurance: AtMostOnce, Help Text: Determines whether the dircetory structure of moved drawings should be updated)
-onlycheckednodes (Occurance: AtMostOnce, Help Text: If selected, only the checked nodes/drawings/pdfs will be updated/added. Otherwise all nodes in all sub folder of the given folder will be considered).

Possible syntax for command-line:

"C:\Program Files (x86)\CAXperts\DocumentAdapter\DocumentAdapter.exe" -output:D:\path\file.upvd -sp3dfolder:C:\drawings -pdffolder:C:\pdfs -pdfmappingfile:C:\pdfConfiguration\mapping.xlsx

Log files

The software creates log files in the local TEMP directory (e.g. “C:\Temp\DocumentAdapter\”. The user can also open these files by double-clicking on the CAXperts DocumentAdapter status bar: