Filtering diagrams when migrating or exporting a schematic dataset

Filtering diagrams is strongly recommended when you have a large number of schematic diagrams in the schematic dataset you want to migrate or export. This filtering can be configured from the Filter Diagrams dialog box.

The Filter Diagrams dialog box opens when you click the Edit button at the right of the Specify filters check box in the Output Activity section on the Migrate to the current Schematics version or Export Schematic Dataset to Geodatabase dialog box.

The steps below detail how you can filter out the diagrams you want to be migrated or exported through the Filter Diagrams dialog box:

Steps:

1. Click the Diagram Templates drop-down arrow and choose the diagram template for which you want to migrate diagrams.

   Keep the default {All diagram templates} item selected in this list if you want to filter diagrams that are based on several diagram templates, or configure other migration filters for diagrams based on different diagram templates.

   The Number of diagrams to process text box displays the number of diagrams returned by the set of filters currently specified in this dialog box. This value automatically updates according to the item you select in the Diagram Templates drop-down list.

   Note:

   Since some of the returned diagrams may have already been migrated or exported in the output schematic dataset, this number corresponds to the maximum number of diagrams that would be migrated or exported.

2. Click Edit at the right of the SQL Query section.

   The Configure SQL Query dialog box opens:

   1. Using the controls available in the Query Definition section, you can build the SQL expression you want.
      Note:

      The SQL expression operates on the fields listed in section#1. Those fields depend on the item you selected in the Diagram Templates drop-down list on the Filter Diagrams dialog box:

      • If you selected a particular diagram template, all the standard schematic fields common to schematic diagram classes are itemized—[ID], [NAME], [DIAGRAMCLASSID], [FOLDERID], [LASTUPDATE], [VERSION], [CREATIONDATE], [CREATOR], and [UPDATEDBY]—plus the extra fields that correspond to custom attributes configured for that particular diagram template, for example, [REGION_CustomAttribute], [OtherCustomAttribute], and so on.

      • If you selected the generic {All diagram templates} item, all the fields in the schematic diagram class previously selected in the Diagram Templates drop-down list before choosing {All diagram templates} are itemized in this list—that is, the standard schematic fields plus the extra custom attributes configured on this particular diagram template.

      Caution:

      Clicking Get Values allows you to get all the distinct values related to a particular field in section#1; however, the fields listed in this section depend on the item you've just selected in the Diagram Templates drop-down list on the Filter Diagrams dialog box, so you should consider the following:

      • If you selected a particular diagram template, clicking Get Values will allow you to get all the distinct values related to a particular field in this particular diagram class table.

      • If you selected the generic {All diagram templates} item, clicking Get Values will only return the distinct values related to a particular field in the diagram class table previously selected in the Diagram Templates drop-down list before choosing{All diagram templates}. This means that many other values might exist for this field in other diagram class tables but cannot be returned by the Get Values function. You can manually type any missing values you need to use to build the SQL expression you want

      The Schematic Component IDs section displays a hierarchical tree view of the schematic dataset components to help you easily identify the ID of the schematic folders or diagram class you want to use to build your SQL expression.

      • If you selected the generic {All diagram templates} item in the Diagram Templates drop-down list, this section displays the list of all the diagram templates contained in the schematic dataset with their corresponding DIAGRAMCLASSID at the top of the tree view, plus the schematic folders tree view below.

      • If you selected a particular diagram template in the Diagram Templates drop-down list, this section only displays the schematic folders tree view.

      Note:

      Double-clicking a schematic folder tree entry in this section automatically expands or collapses its schematic subfolders hierarchy. This allows you to explore the structure of the input schematic dataset, retrieve the schematic folder you want, and identify its related FOLDERID.

      In the same way, you can expand or collapse a diagram template tree entry to view or hide its descendants.

      Tip:

      To build an SQL query to filter diagrams stored in particular schematic folders based on particular FOLDERID field values—for example, FOLDERID= or FOLDERID in (...)—you can click the schematic folder you want on the Schematic Component IDs section and do one of the following:

      • Press and hold SHIFT and right-click the folder name selected on the Schematic Component IDs section so its related FOLDERID field value is automatically added to the SQL expression.
      • Press and hold CTRL and right-click the folder name selected on the Schematic Component IDs section so its related FOLDERID field value and all the FOLDERID field values corresponding to all its subfolders are automatically added to the SQL expression.

      You can proceed in the exact same way to filter diagrams based on particular diagram templates such as the DIAGRAMCLASSID field values, for example, DIAGRAMCLASSID= or DIAGRAMCLASSID in (...).

   2. When the SQL expression you want to configure is complete, click OK.

      The Configure SQL Query dialog box closes.

      Schematics verifies the validity and consistency of the SQL expression specified; for example, Schematics will reject the SQL expression in the following situations:

      • When the generic {All diagram templates} item is selected in the Diagram Templates drop-down list and custom attribute fields are used in the specified SQL expression, while those custom attribute fields are missing on one or more diagram class tables.
      • When a particular diagram template item is selected in the Diagram Templates drop-down list, and the standard attribute field, DIAGRAMCLASSID, is used in the specified SQL expression to filter diagrams on DIAGRAMCLASSID values that don't match this diagram template's DIAGRAMCLASSID.

      If the SQL expression is valid, the SQL Query section in the Filter Diagrams dialog box automatically fills with the specified SQL query, and the value in the Number of diagrams to process text box automatically updates.

3. Click OK.

   The Filter Diagrams dialog box closes.

You can now focus on other options in the Migrate to the current Schematics version or Export Schematic Dataset to Geodatabase dialog box before migrating or exporting the filtered schematic diagrams.