Tags Training Guide

AVEVA Plant (12.1) AVEVA Engineering Tags User Training

TM-3550

www.aveva.com

www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Revision Log Date

Revision

Description of Revision

Author KI, JB KI KI KI KI

21/09/2011 06/09/2011 07/11/2011 30/11/2011 04/06/2012

0.1 0.2 1.0 2.0 2.1

Issued for Review 12.1 Reviewed Approved for Training 12.1 Issued with latest copyright Issued for Review 12.1SP2.4

08/06/2012 11/06/2012 04/10/2013 07/10/2013 11/10/2013

2.2 3.0 4.0 4.1 5.0

Reviewed Approved for Training 12.1.SP2.4 Issued for Review 12.1.SP4.1 Reviewed Approved for Training 12.1.SP4.1

KI KI KI KI KI

Reviewed

Approved

JB JB JB -

BT BT -

JB JB

BT

JB JB

GC

Updates All headings containing updated or new material will be highlighted.

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Disclaimer 1.1

AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses.

1.2

AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise.

1.3

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1.4

Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5

In the event of any conflict between the above clauses and the analogous clauses in the software licence under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.


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Copyright Copyright and all other intellectual property rights in this manual and the associated software, and every part of it (including source code, object code, any data contained in it, the manual and any other documentation supplied with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries. All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is made. The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution. The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms and conditions of the respective software licences, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the software is strictly prohibited. Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual property rights where such breach results from a user's modification of the AVEVA software or associated documentation. AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom . Printed by AVEVA Solutions on 18 October 2013 © AVEVA Solutions and its subsidiaries 2001 – 2013 AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom. The AVEVA Tags user interface is based on the Microsoft® Office Fluent

TM

user interface.

Trademark AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of the AVEVA or Tribon trademarks is strictly forbidden. AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries, registered in the UK, Europe and other countries (worldwide). The copyright, trademark rights, or other intellectual property rights in any other product or software, its name or logo belongs to its respective owner.


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Contents 1

Introduction .............................................................................................................................................. 9 1.1 Aim..................................................................................................................................................... 9 1.2 Objectives ......................................................................................................................................... 9 1.3 Prerequisites .................................................................................................................................... 9 1.4 Course Structure.............................................................................................................................. 9 1.5 Using this guide ............................................................................................................................... 9 1.6 Training Course Setup .................................................................................................................. 10 2 Overview of the AVEVA Engineering Application .............................................................................. 11 2.1 AVEVA Engineering Concept ....................................................................................................... 11 2.2 AVEVA Engineering deliverables ................................................................................................. 12 2.3 AVEVA Engineering (Tags) Integration with AVEVA Products................................................. 14 3 AVEVA Engineering Basic Workflow................................................................................................... 16 3.1 AVEVA Engineering (Basic) Workflow......................................................................................... 16 4 AVEVA Engineering User Interface Overview .................................................................................... 19 4.1.1 AVEVA Tags Title Bar .............................................................................................................. 19 4.1.2 Tab Menus ............................................................................................................................... 19

4.1.2.1 Project Tab........................................................................................................ 20 4.1.2.1.1 Save Work ..................................................................................................... 20 4.1.2.1.2 Get Work ....................................................................................................... 21 4.1.2.1.3 Help ............................................................................................................... 21 4.1.2.1.4 Options .......................................................................................................... 22 4.1.2.1.5 Modules ......................................................................................................... 23 4.1.2.2 Home Tab ......................................................................................................... 23 4.1.2.3 Manage Tab...................................................................................................... 24 4.1.2.4 View Tab ........................................................................................................... 24 4.1.2.5 Admin Tab......................................................................................................... 25 4.2 Quick Access Toolbar ................................................................................................................... 25 4.2.1 Adding Menu to Quick Access Toolbar – A Worked Example................................................. 26 4.3 Message Log .................................................................................................................................. 26 Exercise 1 – AVEVA Tags User Interface – Basic Overview ..................................................................... 27 5 Create and Edit Lists Records.............................................................................................................. 28 5.1 Records Creation in List View ...................................................................................................... 29 5.1.1 Direct (Manual) Records Creation in List View – A Worked Example ..................................... 29 5.2 List Data Entry & Editing ............................................................................................................... 33 5.2.1 Direct Data Entry – A Worked Example ................................................................................... 33 5.2.2 Data Entry Using Lists of Values Fields – A Worked Example................................................ 34 5.2.3 Data Entry Using Reference List – A Worked Example........................................................... 34 5.3 Editing List Data Records ............................................................................................................. 36 5.3.1 Single Cell Edit – A Worked Example ...................................................................................... 36 5.3.2 Multi-Records Edit – A Worked Example................................................................................. 38 5.4 Editing Multi-disciplinary Teams Data ......................................................................................... 41 5.4.1 Editing Multi-disciplinary Teams Data - A Worked Example.................................................... 41 5.5 Editing Claimed Records .............................................................................................................. 45 5.5.1 Editing Claimed Records - A Worked Example ....................................................................... 45 5.6 Modifying List Columns Units of Measure .................................................................................. 50 5.6.1 Applying User Defined Units Sets to Columns Headings – A Worked Example ..................... 50 5.6.2 Changing Column Headings Units of Measure – A Worked Example..................................... 55 5.7 Column Numbers Summaries Calculations ................................................................................ 58 5.7.1 Column Number Summaries Calculations – A Worked Example ............................................ 58 5.8 Copying List Data........................................................................................................................... 61 5.8.1 Single Cell Copy of List Data – A Worked Example ................................................................ 61 5.8.2 Multiple Cells Copy of List Data -A Worked Example .............................................................. 62 5.9 Autonaming Records..................................................................................................................... 63 5.9.1 Applying Autonaming to Existing Records – A Worked Example ............................................ 63 5.10 Find and Replace Text in List Data .............................................................................................. 68 5.10.1 Find and Replace Text in List Data – A Worked Example ....................................................... 68 Exercise 2 - Create and Modify Records ..................................................................................................... 71 www.aveva.com 6 Creating \ Editing Records Using Excel Import/Export Tool............................................................. 74 5 © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

AVEVA Engineering (12.1) Tags (User Training) TM-3550 6.1 Formatting Excel Import Files ...................................................................................................... 74 6.2 Excel WorkSheet Import – A Worked Example........................................................................... 75 6.3 Exporting Data to Excel Output.................................................................................................... 84 6.3.1 Exporting Data from Current Lists View – A Worked Example................................................ 84 6.3.2 Exporting Selected Data from Database to Excel File – A Worked Example .......................... 86 Exercise 3 - Excel Import / Export.............................................................................................................. 93 7 Categories and List Management ........................................................................................................ 94 7.1 Categories Creations and List Management............................................................................... 94 7.1.1 Creating Category - Worked Example – A Worked Example .................................................. 94 7.1.2 Creating a List – Worked Example – A Worked Example ....................................................... 96 7.1.3 Managing Lists View Fields.................................................................................................... 100

7.1.3.1 7.1.3.2 7.1.3.3 7.1.3.4 7.1.3.5

Editing Lists Fields- A Worked Example .......................................................... 100 Modifying List Layout - A Worked Example ..................................................... 103 Adding Multi-Level Column to List Field - A Worked Example ......................... 106 Modifying List Sorting Order- A Worked Example............................................ 109 Modifying Sub-List Display - A Worked Example............................................. 112

Exercise 4 – Category and List Management ........................................................................................... 115 8 Lists Records Management ................................................................................................................ 118 8.1 View and Change Status of Lists Data....................................................................................... 118 8.1.1 Add and Change Status of Items in a Lifecycle – A Worked Example .................................. 118 8.2 Status Statistical Report for List Records................................................................................. 126 8.2.1 Status Statistical Report for List Records – A Worked Example ........................................... 126 8.3 View History of Status Changes for Elements.......................................................................... 128 8.3.1 View History of Status Changes for List Records – Worked Example................................... 128 8.4 Highlight Changes between Sessions in a List View ............................................................... 129 8.4.1 Highlight Changes between Last and Current Session – A Worked Example ...................... 129 8.4.2 Changes and History between Selected Sessions – A Worked Example ............................. 130 Exercise 5 – List Manage ............................................................................................................................ 136 9 Compare/Update/Link.......................................................................................................................... 137 9.1 Compare/Update .......................................................................................................................... 137 9.1.1 Compare / Update - Engineering and Schematic Databases – A Worked Example ............. 138

9.1.1.1 9.1.1.2 9.1.1.3 9.1.2 9.1.3

Compare / Update Via Advanced Configuration – A Worked Example ................................. 160 Compare / Update – AVEVA Engineering and AVEVA Instrumentation ............................... 169

9.1.3.1 Example 9.1.4

Compare/Update Configuration Setup - A Worked Example ........................... 140 Comparison by Source Mode - A Worked Example......................................... 147 Comparison by Destination Mode - A Worked Example .................................. 156 Compare/Update -AVEVA Engineering & AVEVA Instrumentation- A Worked 170

Compare / Update – AVEVA Engineering and AVEVA P&ID data Integration...................... 178

9.1.4.1

Configuration Setup - AVEVA Engineering & AVEVA P&ID - A Worked Example 178

9.2 View and Highlight Items on Schematic Diagrams and 3D Model in List View ..................... 189 9.2.1 View and Highlight Items on Schematic Diagrams in List View- A Worked Example............ 189 9.3 Generate Schematic Models of Equipment Items in a List View ............................................ 198 9.3.1 Generate Schematic Model in a List View – Worked Example.............................................. 198 9.4 Display Document Links in Lists View – Worked Example ..................................................... 202 Exercise 6 – Compare/Update/Link........................................................................................................... 203 10 AVEVA Engineering - Deliverables ................................................................................................ 204 10.1 Datasheets Deliverables.............................................................................................................. 204 10.1.1 Create Datasheet Instance – A Worked Example ................................................................. 205 10.1.2 View/Edit Datasheets ............................................................................................................. 208

10.1.2.1 10.1.2.2 10.1.3

Datasheets Issues and Revisions .......................................................................................... 211

10.1.3.1 10.1.4

Datasheets Issues & Revision - A Worked Example........................................ 212

Datasheets Publishing ........................................................................................................... 218

10.1.4.1 10.1.4.2 10.1.4.3 10.1.5

Datasheets Data Entry - A Worked Example................................................... 208 Edit Datasheets Units of Measure - A Worked Example.................................. 210

Datasheets Publishing Configuration - A Worked Example ............................. 218 Datasheets Publishing - A Worked Example ................................................... 219 Print Datasheets.............................................................................................. 221

www.aveva.com Datasheets Export/Import ...................................................................................................... 221

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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AVEVA Engineering (12.1) Tags (User Training) TM-3550

10.1.5.1

Datasheets Export/Import – A Worked Example.............................................. 221

10.2 Report -Deliverables .................................................................................................................... 227 10.2.1 Running Quick Report on the Current List – A Worked Example .......................................... 227 10.2.2 Running Pre-Defined Report – A Worked Example............................................................... 229 10.2.3 Print List Data......................................................................................................................... 231 Exercise 7 – Reports and Datasheets........................................................................................................ 233 Appendix A – Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID........... 234 10.3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID..................... 234 Appendix B – Cell Feedback Colours Settings ........................................................................................ 240 10.4 Cell feedback colours .................................................................................................................. 240 Appendix C – Cell Feedback Colours Settings ........................................................................................ 242 10.5 Links Management....................................................................................................................... 242 10.6 Mange Links ................................................................................................................................. 243


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CHAPTER 1

1

Introduction

This training guide is for use with AVEVA Engineering Tags product. The product is a module of AVEVA Engineering, can be licensed for use with an existing AVEVA PDMS or Marine installation. This chapter outlines the objectives for this guide, details the knowledge required, what must be in place before training starts, how to use this guide and the course structure.

1.1

Aim

The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and maintain the major project indices such as Line List, Equipment Index etc.

1.2

Objectives     

1.3

To provide a clear understanding of the basic features of AVEVA Engineering Tags application To familiarise users with the screen layout and the workings of the user interface. To create and maintain Project Indexes. To understand the various ways in which they can be modified. Generate key project documents e.g. Datasheets, Line list. Equipment List etc.

Prerequisites

Trainees should be familiar with Microsoft Windows.

1.4

Course Structure

Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will have a training project, populated with model objects. This will be used by the trainees to practice their methods, and complete the set exercises.

1.5

Using this guide

Certain text styles are used to indicate special situations throughout this document, here is a summary; Menu pull downs and button press actions are indicated by bold dark turquoise text. Information the user has to key-in will be red and in bold. Annotation for trainees benefit:

 Additionalinform ation  Re fe rto oth e rdocum e ntation System prompts should be bold and italic in inverted commas i.e. 'Choose function' Example files or inputs will be in the courier new font, colours and styles used as before.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 1.6

Training Course Setup

Double click on the Plant Engineer desktop shortcut icon or select, Start > All Programs > AVEVA Plant > Engineer > Engineering 12.1SP4 > Tags from the Windows Start Menu to display the Login form. The Trainer will provide user names and passwords; a typical example is shown below.

Project:

Training

Username:

A.PROCENG

Password:

A

MDB:

A-TAGS


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CHAPTER 2 2

Overview of the AVEVA Engineering Application

AVEVA Engineering is an application for the creation and management of Engineering Tag Information & List data such as.Line, Valve and Equipment Lists etc. The application also provides the capability to  Compare, update and link attributes in other AVEVA product databases.  View and change the lifecycle status of elements  View Schematic diagrams, Schematic & 3D models

2.1

AVEVA Engineering Concept

AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective manner as they jointly develop the definition of all the key engineering items involved in plant or marine projects. The product allows this process to take place across multi-disciplinary teams in such a way that each discipline retains full control of its part of the information relating to any item as described below.

Process Data

+

Piping Materials Data

+

Stress Data

+

Piping Design Data

AVEVA Engineering (Tags) has a highly configurable data model allowing it to be adapted to fit a wide range of project, customer and industry requirements, and to manage virtually any scope of project engineering data.The data in AVEVA Engineering Tags are displayed in lists or grids with an Excel look and feel as shown.


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AVEVA Engineering deliverables

A wide variety of fully formatted reports can be generated automatically from the database; including key project documents such as:  Line lists.

 Ad hoc or departmental reports.

In AVEVA Engineering Tags, imported or created data can also be used in;  2D drawings (P&ID’s),  3D Model information  Isometrics (with process information)


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AVEVA Engineering (12.1) Tag (User Training) TM3550  Isometrics drawings with process information



Datasheet


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AVEVA Engineering (Tags) Integration with AVEVA Products

AVEVA Engineering contains Compare/Update utilities that allows AVEVA Engineering data to be compared against data created in other AVEVA products and/or external systems, and allow updates to be selectively applied as, where and if required. The Compare/Update utilities can be used by user(s) to integrate data between Design, Schematic and rd Engineering databases, as well as data from AVEVA Instrumentation,AVEVA Electrical and other 3 party data source (via Excel) into Dabacon Model databases as shown:



W heni nte grati ng b e twe e n two Dab acon datab ase s, i t addsth e cap ab i li ty to li nk ob je ctsusi ng th e li nki ng cap ab i li ti e ssh are d wi th AVEVA Sch e m ati c 3D Inte grator.


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AVEVA Engineering (12.1) Tag (User Training) TM3550


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Chapter 3

3

AVEVA Engineering Basic Workflow

This chapter gives a basic overview of AVEVA Engineering workflow, together with expected training outputs such as line lists, equipment lists and valve lists, datasheets as well as various kind of ad hoc or departmental report.

3.1

AVEVA Engineering (Basic) Workflow

1. AVEVA Engineering User Interface Overview.

The workflow begins with an introduction to the AVEVA Engineering Tags user interface and basic manipulation of the key facilities and utilities.


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2. Lists Records Creation. In AVEVA Engineering Tags, list records in key project deliverables such as Line List, Equipment List etc. can be viewed, created and updated in the grid view via various methods such as: -

Direct (Manual) Records Creation. Data Entry & Editing in List View. List Records Creation via Excel Import/Export.

3. Categories and List Management. AVEVA Engineering Tags provides the capability to group project data into different user-defined categories which are normally discipline specific; typical categories could be Instrumentation, Process, Mechanical, and under each of these categories specific Lists (e.g. Equipment list) are created.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 4. List Records Management AVEVA Engineering Tags provides various Manage capabilities allowing users to:

   

View list data in different styles and formats. View and change the project lifecycle status of an item or element. Highlight changes to data between AVEVA Engineeing Tags sessions. To be compare engineering data against data created in other AVEVA products and/or external systems, and allow updates to be selectively applied as, where and if required.

4. Deliverables The user can run a quick report e.g Equipment list, Line list and as well as various kind of ad hoc ordepartmental report on the data in the list view using a pre-defined templates. The generated report can be previewed and export or print reports in different format such as PDF, HTML etc.


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CHAPTER 4

4

AVEVA Engineering User Interface Overview

AVEVA Engineering-Tags module is accessed using menus and toolbars. This chapter gives a basic overview of how to access and use key menus and toolbars as shown in diagram below.

The main parts of the AVEVA Engineering Tags User Interface are:  Title Bar  Tab Menus o Project o Home o Manage o View o Admin (ADMIN users only)  Quick Access Toolbar  List / View Window  Message Log / Window.

4.1.1

AVEVA Tags Title Bar

The title bar of the AVEVA Engineering-Tags module displays the module name, project name and MDB of the currently project in the example below, Module Name: Tags- AVEVA Engineering Project Name: Training MDB: A-TAGS

4.1.2

Tab Menus

In AVEVA Engineering-Tags all of the commands, facilities and utilities are accessed from a number of Tabs, which can be selected from the Module Interface, these include:  Tab Menus o Project o Home o Manage o View o Admin (Only visible for ADMIN users )


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AVEVA Engineering (12.1) Tag (User Training) TM3550 4.1.2.1

Project Tab

The Project Tab is primarily used to exit the programme, switch between AVEVA PDMS modules if required and allow the user to set editing/viewing preferences for the AVEVA Engineering-Tags module.

This menu provides access to a number of key functions such as Save Work and Get Work. To access the Project menu, click on the Project tab from the AVEVA Engineering-Tags main toolbar as highlighted.

4.1.2.1.1

Save Work

The Save Work option is used to save any changes made to data made using the AVEVA EngineeringTags module.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 4.1.2.1.2

Get Work

Get Work - This is used to refresh data in any opened lists with any changes that other users may have made to the data since the lists were opened.

4.1.2.1.3

Help

Online Help for the Tags module can be accessed by clicking on the Project tab and selecting AVEVA Engineering-Tags Help option from the sub-menu as shown:



Alte rnati ve ly Onli ne He lp forAVEVA Engi ne e ri ng-Tagsm odule can b e acce sse d b y doub le cli cki ng on th e h e lp Icon from AVEVA Engi ne e ri ng-TagsUse rInte rface .

www.aveva.com


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Options

The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To open the Options form, Select Options from the Project tab as shown: This menu provides access to number of key functions such as:

Set Default Units of Measure: To set the default or presentation units of measure used for values in lists, (Only enabled for ADMIN users). Perform a Get Work when a Save Work is actioned: If a Get Work is to be automatically performed when a Save Work is carried out, check the checkbox. Save List Layout Changes on Close: Users may change the layout of lists e.g. the order in which columns are displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select Ask (this is the default setting). If such changes are not be saved, select No. Prompt for Session Comment during Save Work: When a Save Work is carried out a window may optionally be displayed in which a comment regarding the session can be entered. If this is required, check the Prompt for Session Comment during Save Work checkbox. The checkbox is unchecked by default. Highlight Changes after Get Work: Use to enable/disable highlight changes after getwork.

Highlight Changes after Refresh From Parent Extract: Use to enable highlight changes after Refresh from Parent Extract. Highlight Changes after Refresh From Ancetors: Use to enable/disable highlight changes after Refresh. from Ancetors. Autorenaming active on attribute changes: Use to enable/disable Autorenaming on attribute changes. Show database errors on grid: Use to enable/disable showing database errors on grid. Refresh PBS Explorer on Events: Use to enable/disable Refresh PBS Explorer on Events.


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Modules

The Modules option is used to switch to a different AVEVA Plant or Marine Engineering modules.

 Exit - This is used to exit the AVEVA Tags application.

4.1.2.2

Home Tab

This menu provides access to number of key groups. To access the Home menu, click on the Home tab from the AVEVA Engineering-Tags main toolbar as highlighted.

PBS (Plant BreakdownStructure): Used to present database content depending on user needs. It provides relevant navigation and selection, independent of database organisation. Lists and Schedules: Used to create, open and manage lists and list categories. Clipbord: Contains functions to cut, copy and paste data in a list view. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

www.aveva.com 23


Record: Contains functions to create new record, edit and delete multiple records in a list. Grid Actions: Contains functions to select all record in a list, view lists in the Card View format, clear all temporary filtering from a list, set cell feedback colours and generate a report on the data in the current list. Reporting: Provides access to Report Designer used to create user defined reports and to run pre-defined reports supplied with Tags or created by users in Report Designer. Find Replace: Used to find the value entered in the field in a list.

4.1.2.3

Manage Tab

This menu provides access to a number of groups such as: Status Control: Contains functions to set status definition to element in the current list and display a graphical representation of selected lifecycle. Status Action: Contains functions to Promote, Demote, Edit, view graphical representation and view log of status changes of elements in a lifecycle. Changes: Provides functions to highlight changes to data in a list between selected Sessions and view the history of a cell or row. Extracts: Provides functions to claim and release data to other users. Integration: Provides functions to export data to AVEVA NET and compare the attribute values of Tags data against data held in other PDMS databases Import / Export: Provides functions to export/import data to/from an Excel spreadsheet

4.1.2.4

View Tab

This tab deals mainly with the grid display modes. It also allows for schematic diagrams and 3D models associated with elements to be viewed within the Tags applications.

This menu provides access to number of key groups such as: View: Provides functions to view the schematic diagram in which an element is located, view the schematic and 3D model associated with an element and view the documents linked to elements Window: Provides functions to view lists display in different modes.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 Grid Options: Provides functions to display or hide grid options such as filtering, units of measurement in the column headers of a list, cell feedback colours, slash that prefixes some values in a list, column summaries etc.

4.1.2.5

Admin Tab

The Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g SYSTEM)

This menu provides access to number of key groups such as: Admin Tools: Provides functions to open the Command Window, edit database views, define and switch on autonaming rules for new records and configure the interface with AVEVA NET. Database Group: Provides option to display or conceal the project database Explore icon Datasheets Group: Provides functions for datasheets configurations.

4.2

Quick Access Toolbar

This toolbar provides the capability to add Tabs and Project menus for easy access. Some commands such as Save Work, Get Work, Redo and Undo are located in the toolbar by default.

Save Work: To save any changes made to data in lists. Get Work: To refresh data in any opened lists with any changes that other users may have made to the data since the lists were opened. Undo: Undoes the last change made to data in a list, including the adding and copying of records. Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed. Session Comment: To add database default session comment. Reset Cell Feedback Colours.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 4.2.1

Adding Menu to Quick Access Toolbar – A Worked Example

To add a tab or project menu to the Quick Access toolbar, right-click on the require tab in this case and select Add to Quick Access Toolbar option from the menu as shown:

The selected Tab is then added to the toolbar as shown above and to remove the added Tab right-click on the Quick Access Toolbar main toolbar and select Remove from Quick Toolbar.

4.3

Message Log

The Message Log displays messages issued during the current session. To display the log, click on the message text in the status bar. The Message Log window is then displayed above the status bar as shown:


26

AVEVA Engineering (12.1) Tag (User Training) TM3550 Exercise 1 – AVEVA Tags User Interface – Basic Overview 1. Add the following functionality icons listed below to the Quick AccessToolbar as shown:

a). Cut b).Copy c). New

2. Select the “Customize Quick Access Toolbar” pulldown window; to display the Customize Quick Access Toolbar list menu. Click the “Show Below the Ribbon” option to display the Ribbon below the Ribbon Bar.

3. Minimize the Ribbon Bar by clicking

the “Minimize” icon.


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CHAPTER 5

5

Create and Edit Lists Records

In AVEVA Engineering Tags, list records in key project deliverables such as Line List, Equipment List etc. can be viewed, created and updated using a number of lists or views, each of which displays a category of data in a grid format. Below is an example of AVEVA Engineering Tags list view.

List records in key project deliverables such as Line List, Equipment List etc. can be created and edited in the grid view via various methods as illustrated in diagram: -

Direct (Manual) Records Creation Data Entry and Editing in List View Records Creation Via Excel Import/Export

The diagram above gives basic overview of some the capabilities available for creating and editing list records in AVEVA Engineering Tags. These methods or procedures will be discussed in details and with worked examples in subsequent sessions.

www.aveva.com


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Records Creation in List View

AVEVA Engineering Tags provides user(s) the capability to directly add new record to a list view. This is described in following the worked examples.

5.1.1

Direct (Manual) Records Creation in List View – A Worked Example

To add a new record to a list view, first open the desired list in this case “Line List” view by: Clicking on the Home tab, and then select the category e.g. “Process Line” that the list belongs to, from the list of categories pull-down window in the Lists and Schedules group of the Home tab.



Form ore datai lson Li st Cate gori e s, p le ase re fe rto se cti on 7.

Then select the desired list “Line List” from the available lists and click the Open icon. The list is then displayed in the List / View window.


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The list is then displayed in the List / View window as shown:

To display the Project Breakdown Structure (PBS), click on the the PBS Explore.


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

Th e PBS te m p late de fi ni ti onsare se tup i n Le x i con b y th e syste m Adm i ni stratorsto re p re se nt th e way use rswant to navi gate th e i rdata.Th e PBS re p lace sth e Datab ase Ex p lore ri n AVEVA Engi ne e ri ng for e nd-use rs. Datab ase e x p lore rre m ai nsi n Adm i n Tab forAdm i n use rsonly .



To close a list, either ri gh t-cli ck on th e li st nam e on i tstab and cli ck “Close”, orcli ck th e X b utton i n th e top -ri gh t corne rof i tstab .

Click on the “New” button in the Records group of the Home tab as shown:

The Create element information form is then displayed:


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

If th e li st h asb e e n se t up wi th out cre ati on rule s, th e use rwi llonly b e re qui re d to com p le te th e Owne r fi e ld on th e “Create element information”Form .

Enter the required information in the fields provided as shown:

 In Mandatory Information Section: -

In Line Code Field, the “B” from pull-down window.

-

In Sequence Number field enter 56

 In Optional Information Section : -

In Fluid Code Field, the “HC” from pull-down window

Then click on the OK button.



To e nab le th e Ok b utton, th e Manadatory Inform ati on fi e ldsmust b e com p le te d.

The new record is then added to the list and “PBS” Explorer and the list view as highlighted below:


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List Data Entry & Editing

The grid view provides user(s) the capability to add data directly to newly created items or edit existing records as described in the following worked examples.

5.2.1

Direct Data Entry – A Worked Example

Data can be added directly to newly created records. To do this, single–click on the desired attribute cell and enter the desired value. In this case in ‘Maximum Design Temperature’ field enter “140”.

The background colours of cells indicate if the update is successfully or unsuccessfully. In this example the update is successful.


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5.2.2

Data Entry Using Lists of Values Fields – A Worked Example

Lists of values are available for some fields; these are accessed from the arrow button which is displayed when the mouse cursor is hovered over them. Select the preferred value from the available pulldown list to update the list data as shown.

Form ore de tai ls, on h ow to se tup Li stsof Value s, p le ase re fe rto TM-3552 - AVEVA Plant (12.1) TAGS (Adm i n) gui de

5.2.3

Data Entry Using Reference List – A Worked Example

Some fields in the list view can be setup to use a reference list. In grid view such cell are automatically provided with the facility to select values from a reference browser. The Reference browser form can be accessed by clicking the ellipsis button which is displayed when the mouse cursor is hovered over it as shown:


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Click the ellipsis button, the Reference Browser form is then displayed.



Th e Se arch tab i n th e Re fe re nce Browse rform m ay also b e use d to se arch forvalue s.

Use the Explorer tab to browse the database structure for the desired value. In this example select “SPEC A3B” and click OK button from the Reference Browser form to update the list view as shown:


35


Form ore de tai ls, on h ow to se tup Re fe re nce attri b ute i n a li st data, p le ase re fe rto TM-3552 - AVEVA Engi ne e ri ng (12.1) Tags(Adm i n) gui de

5.3

Editing List Data Records

List data in the grid view can be edited using single cell edit or multi-record cell Edit (Bulk Edit) as described in the following worked examples.



To m odi fy e x i sti ng re cord, use r(s) m ust h ave th e ap p rop ri ate acce ssri gh t orowne d th e data.

5.3.1

Single Cell Edit – A Worked Example

To edit a single cell in a list view, click on the desired value to select it and change existing value in ‘Maximum Design Temperature’ field from ‘140’ to ‘150’


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AVEVA Engineering (12.1) Tag (User Training) TM3550 Before the value is updated; increase the text font size from 100% to 160% for better visibility, by selecting the current font size as highlighted.



Use r(s) wi th ap p rop ri ate acce ssri gh t can e nab le /di sab le op ti on to Re fre sh PBS Ex p lore ron Eve ntsvi a th e Proje ct “Op ti on”Me nu.

The ‘Zoom’ form is then displayed. Enter ‘160’ in the ‘Custom’ field and click the OK button



Alte rnati ve ly th e font si ze can b e i ncre ase or de cre ase to ge t a b e tte r ove rvi e w of large li stsb y cli cki ng th e Z oom -In orZ oom -Out b utton .

The text font size is then set to 160%.


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Multi-Records Edit – A Worked Example

Multi-Record Edit allows user (s) to edit multiple records in a list view if required. To do this, use the standard window selection method, select the desired row (e.g. left mouse click on the required row plus Ctrl).



The “Select All” op ti on i n th e “Grid Actions” group of th e Hom e tab m ay b e use d to se le ct allrowsi n li sts.

Click on the Edit option in the Records group of the Home tab. Select the ‘Edit Selected Records’ option from the pulldown window.The Multi record edit form is then displayed as shown:


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

Th e ‘ Multire cord e di t’form can also b e di sp lay e d b y cli cki ng on th e ‘ Edi t’i con.

The displayed Multi-Record edit form, lists all the columns in the list. Click on the Copy first records’s Data checkbox to display existing data of the columns as shown:


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

Th e “fi rst re cord”doe snot ne ce ssari ly m e an th e fi rst (up p e r-m ost) re cord li ste d of th ose se le cte d; i t m e ansth e fi rst re cord th at wasse le cte d wh e n th e se le cte d of m ulti p le re cordswasm ade .

Click the “Selected” checkbox next to a column to update in this case “Line List Revision”, and enter the desired value e.g 1* in the Value field as highlighted.



To se le ct allth e ch e ckb ox e sfore di t, ch e ck th e “Se le ct all”ch e ckb ox .

Click the OK button to apply the update to the selected record in the list view.

The background colours of cells indicate if the update is successfully or unsuccessfully. In this example the update is successful.

www.aveva.com


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Editing Multi-disciplinary Teams Data

AVEVA Engineering Tags enables multi-disciplinary teams of specialist engineers to work together in an effective manner by allowing each discipline to have control over its own part of the data, with abilities to manage updates and issued working data. This is illustrated in the following worked example.

5.4.1

Editing Multi-disciplinary Teams Data - A Worked Example

In this example, the engineering element (Process lines) that is created has process and stress attribute data, owned and control by Process and Piping Engineer users (PROCENG & PIPEENG) respectively. Both users are able to view the complete project data in the grid view, but only have access to modify or update their own part of the data. To illustrate this, in a separate session enter AVEVA Engineering-Tags module as PIPEENG user with the following details: Username: A.PIPEENG; Password: A; MDB: A-TAGS

Open ‘Line list’ list view, select Line number ‘B-16’ and update the pipe stress attribute in this case “Preliminary Stress” by clicking on the checkbox.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 And update the pipe stress attribute “Stress DateTime” attribute.

The PIPEENG user is able to view the process data along side with the Stress data, but the “PIPEENG” user will only be able modify its own part of the data (Stress data) as shown.



Use rswi th ap p rop ri ate acce ssri gh t (Adm i n Use rs) can e nab le /di sab le th e di sp lay of “Ti m e ”value agai nst de si re attri b ute i n th e li st vi e w vi a th e Li st Manage rForm ash i gh li gh te d b e low:



By e nab li ng “Date and Ti m e ”fi e ld i n Li st Manage r, i ti sp ossi b le to di sp lay b oth date and ti me i nste ad of date only .

www.aveva.com


42


Click on the “Save Work” icon from “Quick AccessToolbar” to save any changes made to the data.

In the “PROCENG” AVEVA Engineering-Tags session previously opened; Open “Linelist” list view, click on the “GetWork” icon from Quick Access Toolbar to refresh data in any opened lists with any changes that other users (PIPEENG) may have made to the data since the lists were opened. The Stress “Preliminary” attribute cell for B-16 is automatically updated with the value from “PIPEENG” user.The background colours of cells indicated edited cell data.


43


Then click on “Stress Reason” attribute cell for B-16 and enter the value “CTP” as shown:

Then press “Enter” tab from the Keyboard or click outside the cell. The Value fails to update and unsuccessful edit feedback colour is displayed.

To display the error message, hover the mouse cursor over the data cell or click on the Message Log as shown. In this example the update failed because the PROCENG user does not have the appropriate access right to modify or update stress data which is owned by Piping Engineer users (PIPEENG).


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Editing Claimed Records

The user must claim an element before changing or editing it and this can happen automatically depending on the database claim mode setting.



Use r(s) m ust clai m an e le m e nt b e fore ch angi ng ore di ti ng i t, i f th e datab ase clai m m ode i sse t to e x p li ci t b y th e Adm i ni strator, b ut i f th e datab ase clai m m ode i sse t to i m p li ci t th e clai m wi llb e m ade autom ati cally .

An element must be unclaimed before another user can claim it and modified the element or associated attribute data and this automatically occurs when the user change modules or exit the application (AVEVA Engineering Tags) as described in the worked example below.



To clai m ore di t an e le m e nt th e Use r(s) m ust h ave th e ap p rop ri ate acce ssri gh t to th e e le m e nt.

5.5.1

Editing Claimed Records - A Worked Example

To illustrate how to edit claimed records, enter AVEVA Engineering-Tags module as PROCENG user “A” & “B” in two separate sessions, with the following details: Username: B. PROCENG; Password: B; MDB: ATAGS and Username: A.PROCENG; Password: A; MDB: A-TAGS

In PROCENG user “B” session of AVEVA Engineering-Tags module.

Open ‘Lines list’ list view from Process Lines category.


45


Select “B-56” and update “Fluid” attribute value from ‘Hydrocarbon’ to ‘Oil’ as highlighted. Click on the Save Work icon from Quick Access Toolbar to save any changes made to the data.

In the PROCENG user “A” session previously opened; Open ‘Lines list’ list view from Process Lines category.



Ente rAVEVA Engineering-Tags asPROCENG “A” use rwi th th e followi ng de tai ls: Use rnam e : A.PROCENG; Password: A; MDB: A-TAGS.

Click on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any changes that other users (PROCENG user “B”) may have made to the data since the lists were opened.


46




Th e “Flui d”attri b ute ce llforB-56 i sautom ati cally up date d wi th th e value from PROCENG user “B”).Th e b ackground coloursof ce llsi ndi cate d e di te d ce lldata.

Then click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted.

Then press “Enter” tab from the Keyboard or click outside the cell. The Value fails to update and unsuccessful edit feedback colour is displayed. To display the error message, hover the mouse cursor over the data cell as shown.


47




Th e e rrorm e ssage i salso b e di sp lay e d i n th e statusb arand re corde d i n th e Me ssage Log.

In this example the update failed because the element is already claimed by other user. To update the element “B-56”, it needs to be released by the user that has claimed the item in this case PROCENG user “B”. To do this: Go to the AVEVA Engineering Tags Session run by “PROCENG” user “B”. Select the element “B-56”, Click “Claim Icon” in the Records group of the Home tab to display the menu and select “Show Claim State” icon.


48


The “Show Claim State” form is window is then displayed showing the claim state of the selected element.

Click the OK button to dismiss the dialog.

Click the Release option from the Claim icon pulldown list to display the Release Record form.


49

AVEVA Engineering (12.1) Tag (User Training) TM3550 The “Release Records” form is then displayed, listing all the attribute groups associated with the selected elements, and the columns in each attribute group (e.g.Line Process Data). Click on the “Select” checkbox to select the attribute group if it is not selected by default.Click on the OK button to confirm the record to release.



If se le cte d e le m e nt orattri b ute group h asalre ady b e e n clai m e d anoth e ruse r, th e acti on wi llfai l. An e rrorm e ssage wi llb e i ssue d e x p lai ni ng wh y .

Then go back to AVEVA Engineering Tags Session run by PROCENG” user “A”. Do a Get Work by selecting Get Work icon from the Tags main toolbar. Click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted:

The cell feedback colour indicates a successful edit. 5.6

Modifying List Columns Units of Measure

The unit of measure is used to quantify values in a column and can be changed by user (s) to desired units of measure. The units change(s are) is only for the user presentation, it does not affect the project default units. AVEVA Engineering Tags also provides the user the capabilities to apply user defined Unit Sets to List columns. This is described in the worked example below:



Th e Uni t se tsde fi ni ti onsare done i n AVEVA Le x i con b y th e syste m Adm i nstrator.

5.6.1

Applying User Defined Units Sets to Columns Headings – A Worked Example

To apply user defined Unit sets to column headings or modify existing column headings Unit Sets the user must have the appropriate access right.

In this example, close all previous AVEVA Engineering-Tags sessions and enter AVEVA EngineeringTags module as TAGSADMIN user “A” with the following details: Username: A. TAGSADMIN; Password: A; MDB: A-TAGS


50


Open ‘Lines list’ list view from Process Lines category. Click the unit icon



button in the “Maximum Design Temp” column to display default of units of measure.

In Uni tssub -m e nu, th e curre nt Uni ti sse le cte d b y de fault. And If th e uni ti con i snot di sp lay e d, se le ct th e “Show Units in Column Headers” ch e ckb ox i n th e Grid Options group of View tab to di sp lay uni tsi con

To apply desired unit sets to column headings or modify existing column headings Unit Sets, then click on the Manage icon in the “List and Schedules” group, the “Manage Lists” form is then displayed.


51

AVEVA Engineering (12.1) Tag (User Training) TM3550 From “Manage Lists”, select the preferred list e.g.”Line List” and click on the lower Properties button, the List Manager form will be displayed.

Select the “Fields” tab from the “List Manager” form to display the Field tab content.


52

AVEVA Engineering (12.1) Tag (User Training) TM3550 From the “Unit Sets” column, click on the pull-down window and select the appropriate Unit Set name, in this case “Temperature”.



Th e Uni t se tsde fi ni ti onsare done i n AVEVA Le x i con b y th e syste m Adm i nstrator. In Li st Manage rForm Uni t Se tscolum ns, only di sp lay Uni tSe tsde fi ni ti onsnam e si f th e attri b ute h ave ap p rop ri ate uni t di m e nsi ons.


53

AVEVA Engineering (12.1) Tag (User Training) TM3550 Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. The Manage List form is then displayed as shown:

Finally, click on the Ok button from the Manager Lists form to confirm the settings and close the Manage Lists form.

To refresh the displayed List (Line List) with the unit sets definitions, close and re-open the affected list.

Then click the unit icon button in the “Maximum Design Temperature” column to display user defined Unit Sets as highlighted above.


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Changing Column Headings Units of Measure – A Worked Example

To change the units for a column, open ‘Lines list’ list view from Process Lines category.



If “Lines list’ view i sp re vi ously op e ne d, do not re -op e n, si m p ly p roce e d wi th followi ng ste p sb e low.

Click the unit icon displayed list.

button in the column heading, and select the desired unit e.g “Kelvin” from the


55


The values in the column are then re-calculated in accordance with the new unit of measurement as shown:



Th e uni tsch ange i sonly foruse rp re se ntati on, i t doe snot affe ct th e p roje ct de fault uni ts

To increase the precision to preferred number of decimals, for example “3” decimal points.Click the unit icon button in the “Maximum Design Temperature” column heading and select the Precision option.


56


Increase the precision to preferred number of decimals, for example 3 decimal points and click on the “OK” button.

The attribute “Maximum Design Tempearture” precision are then increased to number 3 decimal points


57

AVEVA Engineering (12.1) Tag (User Training) TM3550 To remove the “Trailing Zeroes”, click the unit icon button in the “Maximum Temperature” column heading and select the “Remove Trailing Zeroes” checkbox option.

5.7

Column Numbers Summaries Calculations

In a list view, if the Summaries icon is enabled, the actual summaries of values in the numeric column can be calculated and displayed beneath the column if desired. This is described in the following worked example.

5.7.1

Column Number Summaries Calculations – A Worked Example

To calculate the total numeric Average, Maximum and Minimum of the value in “Maximum Temperature” column, Open ‘Process list’ list view from “Process Lines” category.


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

In th i se x am p le , close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi onsand e nte rAVEVA EngineeringTags m odule asPROCENG use rwi th th e followi ng de tai ls: Use rnam e : A.PROCENG; Password: A; MDB: A-TAGS .



If th e “PROCENG” AVEVA Engineering-Tags se ssi on i sp re vi ously op e ne d, do not re -e nte rth e se ssi on, si m p ly p roce e d wi th followi ng ste p sb e low.

If the Column Summaries icon is not displayed, select the “Column Summaries” checkbox in the Grid Options group of View tab to display units icon as shown:


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Click the “Column Summaries” icon from “Maximum Temperature” column. Then check the following Average, Maximum and Minimum checkboxes.

,



Th e Sum i consare only di sp lay e d i n h e adi ngsof attri b ute wi th UDA ty p e Re al.

Click the OK button from the “Select Summaries” form to confirm the selection. The total numeric sum of the value in “Maximum Temperature” column is then displayed beneath the column as shown:



To re m ove th e Sum m ari e s colum ns, unch e ck th e followi ng Average, Maximum and Minimum ch e ckb ox sfrom th e “Select Summaries” form and cli ck th e OK b utton.


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Copying List Data

The copy functionality allows users to copy the content of a cell in a list. This can either be single or multiple cell copy as described in the worked example.

5.8.1

Single Cell Copy of List Data – A Worked Example

To copy single cell content in a list, open list view e.g “Line list” from “Process Lines” category.

Select the desired cell and click Copy in the Clipboard group of the Home Tab, Or right-click and select Copy from the menu that is then displayed, alternatively press Ctrl+C.

To paste into a cell in a list, select the desired cell and click Paste in the Clipboard group of the Home Tab or right-click and select Paste from the menu, or press Ctrl+V.


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Multiple Cells Copy of List Data -A Worked Example

To copy the content of cell to multiple cells:

Click on the cell with the desired content (e.g B-56 “Fluid Code” cell) and use standard window selection methods (e.g. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy the data to as shown:

Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click menu.


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The selected cells are then automatically updated as highlighted.



To cut th e conte nt of a ce lli n th e li st, se le ct th e li st and cli ck Cut i n th e Cli p b oard group of th e Hom e Tab , orri gh t –cli ck and se le ct Cut from th e Me nuth at i sth e n di sp lay e d, orp re ssCtrl+ X

5.9

Autonaming Records

Records in a list view can be renamed if required; this can be done by applying autonaming rules via the “Auto naming” option or manually by clicking the “Rename” option from the “Edit” option in the Records group of the Home tab. Automaning rules are usually defined by the system administrator in accordance with the company naming conventions or format. When the rules are activated and applied to new or existing records, the selected records are automatically named according to the current applicable rules. This is described in the following worked example.



Th e Autonaming Se tup form i si n th e Admin Toolsgroup of th e Admin Tab . Th e Admin tab i sonly di sp lay e d i f th e use ri sa m e m b e rof th e TAGADMIN te am . Form ore de tai l, p le ase re fe rto TM-3552 AVEVA Plant (12.1) TAGS (Adm i n) gui de

5.9.1

Applying Autonaming to Existing Records – A Worked Example

In this example, selected item will be automatically renamed when a change is done to an attribute, which the naming rule depends on.


63


To illustrate this; Click on “Line SeqNo” attribute cell for “B-56”.

Edit the value from “56” to “70”. The selected record is automatically renamed to display the updated attribute.



Autonam i ng rule swi llfai li f th e nam e alre ady e x i stsi n th e li st data ordatab ase .


64


Autonaming rules can also be applied to existing records that are not named according to the current applicable rules. To do this, select the record row “B-1”

Click on the down-arrow button next to the Edit option in the Records group of the Home tab. From the menu that is then displayed, click Rename option.



If m ore th an one re cord row i sse le cte d th e Rename op ti on i sdi sab le d.


65


The “Rename element” form is then displayed with the current value.

Enter the new name “/B-1-N” and click OK button to apply the change as shown below:


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Select the record row “B-1-N” and click on the down-arrow button next to the Edit option in the Records group of the Home tab. From the menu that is then displayed, click Autonaming option.

Autonaming rules automatically update the selected record according to the current applicable rules as highlighted below.



Use rswi th ap p rop ri ate acce ssri gh t ( Adm i n Use r) can de acti vate Auto-re nam i ng on attri b ute ch ange i n th e Proje ct “Op ti on”m e nu ash i gh li gh te d b e low:


67


5.10 Find and Replace Text in List Data The Find and Replace function enables users to find, highlight list data value or headings and optionally replaced any text string within a list. This is described in the example below.

5.10.1 Find and Replace Text in List Data – A Worked Example To find heading text “Fluid Code” within the “Line List” list, enter the text (Fluid Code) to be searched for in the FIND field in the Find Replace group of the Home Tab.


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Click the pull list next to binoculars symbol and select the “Search in Headings”.

Click the button with the binoculars symbol next to the Find field .The first row that contains a match is then highlighted and the cell that contains the match is selected.

To find data value text e.g “A-42” within the “Line List” list, enter the text (A-42) to be searched for in the “FIND” field in the Find Replace group of the Home Tab.


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Click the pull list next to binoculars symbol and select the “Search in Data Values”.

Click the button with the binoculars symbol next to the Find field .The first row that contains a match is then highlighted and the cell that contains the match is selected.

Alternatively, click “Find” or “Replace” icon in the drop-down list accessed from the arrow to the right of button next to the “Find” field, or right-click on a list and select the “Find and Replace” option from the menu. The “Find and Replace” is then displayed as shown:


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Exercise 2 - Create and Modify Records 1. Open “Linelist” list view and create the following records (B-81, B-82, B-83 and B-84) using the “New” button in the records groups of the home tab as described:

The Mandatory and Optional information fields should be completed as shown below: Line Code B B C C

Line Sequence Number 81 82 83 84

Fluid Code HC HC HC HC

2. Add the following attribute data in the table to the newly created records.

New Record

Line Size

Fluid Phase

Fluid

B-81

200

Liquid

Hydrocarbon

B-82

250

Liquid

Hydrocarbon

A3B A3B

C-83 C-84

80 100

Liquid /Gas Liquid / Gas

Fuel Oil Fuel Oil

F1C F1C

Spec

Stress Critical


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3. Use the Multi-Record capability;  Add the following attribute value in the table to the newly created records. New Record B-81 B-82

Line List Rev 1* 1*

4. Use the Multi-Record capability, edit existing attribute value for the following records.

New Record B-81 B-82

Fluid Phase (Existing Value) Liquid Liquid

Fluid Phase (New Value) Liquid /Gas Liquid /Gas

5. Copy the “Line List Rev” attribute value of B-81 and B-82 to the “Line List Rev”attribute value of C-83 and C-84 using the “Fill Down” option as shown.


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6. Change column heading “Line size” units of measure from mm to inches as shown:



Th e uni tsch ange i sonly foruse rp re se ntati on, i t doe snot affe ct th e p roje ct de fault uni ts


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Chapter 6

6

Creating \ Editing Records Using Excel Import/Export Tool

This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. The Excel Import and Export tool supports the import and export of Excel Workbook files to and from Engineering database. The Import/Export tool also provides the capability to highlights differences and accepts or rejects attribute data updates. This tool is designed to support activities such as;  Import of attribute data such as operating pressures and temperatures from external system.  The import of elements generated in an external system, such as Equipment and Nozzles.  The round tripping of elements in and out of the Engineering database.

6.1

Formatting Excel Import Files

Excel Import tool is used where the contents of an Excel file is used for an import. The Excel file may contain multiple worksheets. The import file must follow certain rules as described below;  The Import file must contain One Element Type per Worksheet, including UDETs.  The first row of the file must contain a list of headings. Each heading represents a column in the file containing an attribute of the elements being loaded.  One column per Database Attribute.  The first data row starts on the second row.  Item matching will require Ref or Name column.  Item create will require an OWNER column. If this column is present, the owner of an element in an import file must either exist in the import file, or already exist in the Dabacon database.

Example of an Excel Import file containing Equipment data:


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AVEVA Engineering (12.1) Tags (Basic) TM-3550

6.2

Excel WorkSheet Import – A Worked Example

This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel Worksheet files e.g. Equipment List to the Dabacon database (Engineering Database). To start the Import Process;



Close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi ons.

In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A.MECHENG; Password: A; MDB: A-TAGS

Open “Equipment List” list view from the Mechanical category.


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Click on the “Manage” tab and then select the Excel Import option in the Import / Export group as highligeted:

The “Select File to Import” dialog is then displayed. Navigate to the folder containing the excel file, select the Excel file and click Open button to display the Excel Interface Wizard- Import dialog.



Ex ce lfi le wi llb e p rovi de d b y th e trai ne r.

If no Configuration Name exists, user(s) may enter their preferred name; In this case enter “EQUIP LIST TEST”.



If Confi gurati on Nam e e x i sts; i t wi llb e avai lab le forse le cti on from th e Confi gurati on Nam e drop -down m e nu.


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Click on the “Look In” drop-down to select where the configuration file is stored, in this example select “Product”.



Confi gurati on Nam e i snot m andatory , i ti sonly re qui re d i f th e use rne e dsto th e save th e Confi gurati onsforfuture use .

 Option Use r Proje ct Com p any

Default folder location C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\\Data\Ex ce l C:\AVEVA\Plant\Proje cts12.1.SP4\
\
dflts\Data\Ex ce l C:\AVEVA\Plant\PDMS12.1.SP4\PDMSUI\dflts\Data\Ex ce l

Select the preferred “Data Mode” to use for the import, in this case “Element Type” radio button is selected by default.

 Forde tailson h ow to use Datab ase Vi e w(s) Data Mode p le ase re fe rto PDMS De si gn Com m on Functi onali ty Use rGui de .

From the “Excel Interface Wizard- Import” dialog, click Next button to display the “Worksheet and Element Type Configuration” dialog.


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The Import Wizard will attempt to match the imported element type that each worksheet contains to the database element type, if the same element type names exist.





W h e re an i m p ort fi le contai ns m ulti p le worksh e e tsth i sform allowsth e worksh e e tsto b e i m p orte d to th e Engi ne e ri ng datab ase . Th e use ralso h asth e op ti on to i nclude th e W orks h e e ts to b e i m p orte d b y ch e cki ng th e “Include” colum n ch e ckb ox or e x clude th e worksh e e t from th e i m p ort p roce ssb y unch e cki ng de si re d worksh e e t “Include” ch e ckb ox

Ch e cki ng th e “Include All” colum n wi llautom ati cally ch e ck allth e di sp lay e d worksh e e t Include ch e ckb ox .

If the “Excel Interface Wizard- Import” made no element type suggestion or made an inappropriate suggestion. The user must select the required Element type from the “Element Type” drop down list.



To de le te orre m ove any row, s e le ct th e de s i re d row and th e n s e le ct th e de le te i con to re m ove th e row.


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AVEVA Engineering (12.1) Tags (Basic) TM-3550 To continue click on the Next button from “Worksheet and Element Type Configuration” dialog to display the “Column and Attribute Configuration” dialog as shown:



Th e “Column and Attribute Configuration” di alog allowsus e rsto s p e ci fy th e e le m e nt to up date duri ng th e i m p ort p roce s s .

In the “Attribute row”, map the data (attributes) contained in the excel import file to the required Engineering database attribute which will be populated or updated. To do this: Select the desired element type and click in the Attribute cell. For each column a drop down list of the valid attributes will be displayed. Select the desired database attribute from the drop down list as shown below:


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

If th e attri b ute nam e i sknown i t m ay b e ty p e i nto th e Attri b ute ce ll. Ps e udo attri b ute are not i n th e drop down li s t and m us t b e ty p e d i nto th e Attri b ute ce ll.



By ch e cki ng th e Update All ch e ckb ox , ‘ Update’rowsch e ckb ox e sare autom ati cally ch e cke d. Th i s allowe d th e avai lab le colum nsto b e i nclude d i n th e i m p ort p roce s s . If s om e colum nsare not re qui re d th e y could b e e x clude d from th e th e i m p ort b y unchecking th e ap p rop ri ate Update colum n(s ).



Le avi ng th e ‘ Up date ’ch e ckb ox unch e cke d wi llallow th e attri b ute to use d duri ng th e i m p ort m atch i ng p roce s sand any di ffe re nce wi llb e h i gh li gh te d i n th e Accept and Recject Form , b ut wi llnot up date th e datab as e attri b ute .

Once the required configuration in Column and Attribute has been completed, click on the Next button; the Configuration Options form is then displayed.

To remove carriage return from text attributes, click the checkbox. In this example the checkbox should not be unchecked.



Th e Confi gurati on Op ti onsForm allowsre m ove carri age re turn from th e te x t attri b ute s.


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To continue click on the Next button from “Configuration Options” dialog to display the “Save Configuration Changes” dialog

To save the configuration check the “Save the Configuration” check box.



If a confi gurati on nam e was p re vi ously e nte re d i n “Ch oose a Confi gurati on”form , th e syste m de faultsto th e e x i sti ng nam e .

Click the Finish button. The Excel Wizard then scans the Dabacon database and determines what changes will take place if the import is confirmed.



If th e i m p orte d data i slarge a p rogre s sb ar m ay b e s h own i ndi cati ng th e p rogre s sof th e datab as e s can.

Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard window will then be displayed with a list of potential changes. No changes are made at this point, and the import may be cancelled without affecting the contents of the database. www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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

Th e Acce p t /Re je ct Form i sonly di s p lay e d i f Ele m e nt Ty p e Data Mode i ss e le cte d from Ex ce lInte rface W i zard- Im p ort form . Th e form i sdi sab le d i f th e use rse le ctsDatab ase Vi e w data m ode .

Select the Accept/Reject tab to review all the imported data as shown:

Check the “Accept All” check box to accept all the required changes or updates as shown.


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User (s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by selecting Feedback Colours option form by right –clicking the submenu as shown below.

To start the import process, click the OK button from the “Accept/Reject” tab. Import progress dialogue will then be displayed indicating the progress of the import as highlighted.



Th e Sum m ary and Errors& W arni ngsTab son th e Im p ort Progre s sDi alog di sp lay sth e te x tual de s cri p ti on of th e i m p ort and a li s t of i m p ort e rrorsre s p e cti ve ly .

www.aveva.com


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The import data are then displayed in the specified list e.g Equipment List.

6.3

Exporting Data to Excel Output

The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel output. There are two ways to export data from AVEVA Engineering these are:  Exporting data from current list view  Exporting data from Selected Database

6.3.1

Exporting Data from Current Lists View – A Worked Example

To export data from current list view to Excel Worksheet File:

Open the list view e.g “Equipment List”. Right-click on the list and select the ‘Export to Excel’ option from the submenu as shown:


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Alternatively, click on the Current List from the pull-down list in the Import / Export group of the ‘Manage’ tab as shown:

The “Save As” form is then displayed, enter a preferred file name in this case EQUIP EXPORT TEST and click on the Save button to save the file.


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AVEVA Engineering (12.1) Tags (Basic) TM-3550 6.3.2

Exporting Selected Data from Database to Excel File – A Worked Example

This tool allows users to export selected data from the database (e.g. Engineering database). To do this: Open the list view e.g “Equipment List”. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. Select the “Select From Database” option.

The “Excel Interface Wizard – Export” form is then displayed.

Select the Configuration Name created during the import example, which in this case is ‘EQUIP LIST TEST’. If no Configuration Name exists, user(s) may enter their preferred name and click the Next button.


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

Confi gurati on Nam e i snot m andatory , i ti sonly re qui re d i f th e use rne e dsto save th e Confi gurati ons forfuture use .

The “Worksheet and Element Type Configuration” wizard form will then be displayed, showing the Worksheets and Elements types defined during the import process.


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Toolbar descriptions: To delete the selected row, select the delete icon.

This adds a new row to the grid. This allows an additional worksheet to be defined and added to the export by selecting the icon.

Moves the selected row up the grid. The worksheets in the export file will be created in the order that they are shown in the grid.

Moves the selected row down the grid.

To export different UDET:s of the same base type.

Once the required configuration in “Worksheet and Element Type Configuration” has been completed. Click on the Next button to continue. The “Column and Attribute Configuration” wizard form is then displayed.


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Users may choose to add additional attribute to the displayed Element Type by clicking Add a new row Icon in Column and Attribute Configuration toolbar to add the required number of rows.



If th e colum n and Attri b ute fi e lds(rows) are not com p le te d forany of th e di sp lay e d e le m e nt ty p e s, a warni ng m e ssage wi llb e di sp lay e d i f Ne x t b utton i sse le cte d.

In this case add attribute “:WIDTH-DIA” and “Ref” to the attribute row. The wizard automatically defaults the Excel column name to the name of the selected attribute by clicking the Excel column row. This can be changed if required.


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Click Next button in the Column and Attribute Configuration wizard to continue. The “Column and Element Configuration” wizard form is then displayed.

To remove leading slash from NAME, OWNER, Reference attributes or use local time for elements of DateTime type, click on the appropriate checkboxs. In this example the checkbox for “NAME” and “OWNER” should be checked to remove leading slash from exported data.

Click on the Finish button. The “Select Filename for export” dialogue will then be displayed. Enter Name of the export file and click the Save button.



If th e colum n and attri b ute fi e lds(rows) are not com p le te d forany of th e di sp lay e d e le m e nt ty p e s, a warni ng m e ssage wi llb e di sp lay e d i f Ne x t b utton i sse le cte d. www.aveva.com


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Enter Name of the export file and click the Save button.

Exporting to Excel File form is then displayed, showing the progress and completion of export.


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AVEVA Engineering (12.1) Tags (Basic) TM-3550 The file is then saved to the specified location. Some formatting is included and a filter is automatically added to each column as shown:


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AVEVA Engineering (12.1) Tags (Basic) TM-3550 Exercise 3 - Excel Import / Export

 Use Excel Import tool to create the following records in the “Equipment List” view

 Using Excel export tool, export the data to an Excel worksheet and modify the highlighted record listed below before re-importing the data.


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Chapter 7

7

Categories and List Management

AVEVA Engineering Tags provides users the capability to group and manage project data into different user-defined categories which are normally discipline specific and under each of these categories specific Lists (e.g. Equipment list) are created.

7.1

Categories Creations and List Management

A list is created initially from a project database view and then grouped into user-defined Categories and this will usually be created by the advanced users or system administrator with administrative access rights to create or modify list layout. The following worked examples describe how to create and manage a user-defined Category and Lists within that Category.

7.1.1

Creating Category - Worked Example – A Worked Example

In this example only user (s) with administrative access rights in this case “TAGSADMIN” user can create or modify existing categories.



Close allp re vi ousAVEVA Engi ne e ri ng-Tagsse ssi ons. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

www.aveva.com 94


In a separate session enter AVEVA Engineering-Tags module as TAGSADMIN user with the following details: Username: A.TAGSADMIN; Password:A; MDB: A-TAGS.

Then click on the Manage icon in the List and Schedules group, the Manage Lists form is then displayed

Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then displayed as shown:


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In the Category Field text box enter the preferred Category name, in this case “Plant”

If applicable, select the type of category from the Category type list, User, Project or Company. In this example select “Project”



Th e ch oi ce of th e Cate gory ty p e from th e p ull-down li st de te rm i ne swh e re th e li st i sstore d- A Use r, m ay not h ave W ri te acce ssto th e Poje ct orCom p any one s, de p e ndi ng on W i ndowsacce ssri gh ts. Option

Default folder location

Use r Proje ct Com p any

C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\\Data\Li sts C:\AVEVA\Plant\Proje cts12.1.SP4\
\
dflts\Data\Li sts C:\AVEVA\Plant\PDMS12.1.SP4\PDMSUI\dflts\Data\Li sts

From the “Manage Lists Category” form click on the OK button. The Manage Lists Category form is then closed and the new category is listed in the Categories group of the Manage Lists form.



If th e Category Nam e ne e dsch angi ng, se le ct th e cate gory nam e from th e cate gori e sgroup of th e Manage Lists wi ndow and cli ck on Properties b utton to m odi fy orch ange th e nam e of th e re qui re d fi e ld.



To de le te Cate gory from th e cate gori e sgroup of th e Manage Lists, se le ct th e cate gory nam e and cli ck on Remove Category b utton. W h e n a cate gory i sde le te d allli stsi n th at cate gory are also de le te d.

7.1.2

Creating a List – Worked Example – A Worked Example

This worked example describes how create or add Lists (e.g. Equipment list) to preferred Category. To do this: First select the preferred Category, that the list is to be created under, e.g. “Plant”, click on the Add List button on the “Manage Lists” form.


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

Th e Nam e i sa m andatory fi e ld.

In Description Field enter a more descriptive name e.g “Plant Equipment List” The Category field shows the category that the list belongs to. In this case Plant, the field can only be changed in Manage Lists Category form.



If th e data from th e li st i sto b e e x p ortab le to AVEVA NET, ch e ck th e Can be published to AVEVA NET ch e ckb ox .



In th e View Definition Set se cti on of th e form , b y de fault Project Views i sse le cte d i n th e li st, th i s allowi ng use rsto se le ct vi e wsfrom Ele m e nt, Use rorProje ct vi e w - In th i se x am p le th i sfi e ld sh ould re m ai n asProje ct Vi e w.


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The next step is to select the desired project database view (datasource) to base the list on, which will form the basis of the list view. In this case select “ENG – Mechanical TAGS”.



If re qui re d, fi lte rth e li st of vi e wsb y se le cti ng a fi lte rfrom th e Datab ase Ty p e sFi lte rli st.



Vi e w De fi ni ti on Se t i suse d to add e x i sti ng vi ew de fi ni ti on se tsto th e Vi ew De fi ni ti onsse t li st. Ne w De fi ni ti on Se tscan b e cre ate d and e x i sti ng de fi ni ti on se ts-can b e e di te d usi ng Datab ase Vi e wsEdi tor Form ore de tai lsb e re fe rto TM-3551 –AVEVA Engi ne e ri ng (12.1) Tags (Advance d) trai ni ng gui de .

Click on the OK button to close the form. The newly created list “Plant Equipment List” is then added to the “Plant” category, and is displayed on the Manage Lists form within the Lists in Category list form as shown.





To e di t orm odi fy ne wly cre ate d Li st, se le ct th e re qui re d Li st from th e Li stsi n th e Use r Inde x Cate gory li st of th e Manage Li stsand cli ck on th e Prop e rti e sb utton from th e Manage rLi sts.



To de le te a li st, se le ct th e de si re d li st from th e Li st i n Cate gory li st and cli ck Remove List b utton. Th e se le cte d li st i sth e n de le te d.

To Cop y a li st, se le ct th e re qui re d li st from th e Li stsi n Cate gory li st, and cli ck Copy List b utton. Th e “Li st Manage r”form i sth e n di sp lay e d wi th th e p rop e rti e sof th e cop i e d li st and a de fault nam e of “cop y of ”, i sgi ve n to th e ne w li st.

www.aveva.com


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Finally, click on the Ok button from the Manager Lists form to save the newly created list and close the Manage Lists form.

The newly created list can then be displayed by selecting the “Home” tab, and then select the desired category (Plant) from the pull-down list to display the entire list that is associated with the selected category.

To display the desired list e.g “Plant Equip List”, click the Open icon. The list is then displayed in the List / View window.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 7.1.3

Managing Lists View Fields

The user can specifies which fields are to be included in the list view, define the layout of the fields, the sorting order of the fields, and they can also apply filtering. This is described in the following worked examples.

7.1.3.1

Editing Lists Fields- A Worked Example

The List Fields allows user(s) to specify the columns to be displayed in the grid view and also give the user(s) the capability to modify the columns caption (display name). In this example the “Plant Equip List” fields are modify to display the following column in the grid view.           

Name Tag Prefix Tag Number Tag Suffix Description Location P&ID Datasheet icon Diagram icon 3D Object icon Linked Documents icon

From the “Home” tab, select the “Manage” icon, to display the Manage Lists form. Click on the “Plant” category to display available list (e.g.Plant Equip List)


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

In th i se x am p le only use r(s) wi th adm i ni strati ve acce ssri gh tsi n th i scase “TAGSADMIN” use rcan m odi fy e x i sti ng li stsfi e lds.

Select the preferred list e.g.”Plant Equip List” and click on the lower Properties button, the List Manager form will be displayed.



Th e Li st Manage rform , b y de fault wi llse le ct th e Vi e w tab , wh e re th e li sts, Nam e and De scri p ti on can b e m odi fi edi f re qui re d. www.aveva.com


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Select the “Fields” tab from the “List Manager” form to display the Field tab content as shown. Check the appropriate checkboxes in the “Select” column as highlighted.



Allch e ckb ox e sare ch e cke d b y de fault. To ch e ck orunch e ck allch e ckb ox e s, se le ct/unse le ct th e ch e ckb ox i n th e Se le ct colum n h e ade r.

Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. The Manage List form is then displayed as shown:


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Finally, click on the Ok button from the Manager Lists form to confirm the settings and close the Manage Lists form. The displayed list in the grid, in this case “Plant Equip List” will automatically be updated with the field settings as shown:

7.1.3.2

Modifying List Layout - A Worked Example

The List Layout allows user (s) to specify the order in which the lists columns are to be displayed in grid view. TheList Layout also gives the user(s) the capability to add multilevel column headings. In this example the “Plant Equip List” fields are modify to display the following column in the grid view in the following order.          

Name Description Tag Prefix Tag Suffix Tag Number Location P&ID Datasheet icon Diagram icon 3D Object icon Linked Documents icon


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 From “Manage Lists” form, click on the “Plant” category to display available list. Select the preferred list e.g.”Plant Equip List” and click on the lower Properties button, the List Manager form will be displayed.

Select the Layout tab from the “List Manager” form to display the Layout tab content as shown


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Change the order of columns either by:  Dragging and dropping them up or down the list of column names in the left-hand section of the tab.  Alternatively drag and drop the preferred column text to the left or right in the graphical representation of columns in the right-hand section of the tab.

The displayed list in the grid, in this case “Plant Equip List” will automatically be updated with the field settings as shown:


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 7.1.3.3

Adding Multi-Level Column to List Field - A Worked Example

Multi-level column headings may be created by user(s) if required. Multi-level column used to group columns together under User-defined column headings as described in the worked examples:

From “Manage Lists” form, click on the “Plant” category to display available list. Select the preferred list e.g.”Plant Equip List” and click on the lower Properties button, the List Manager form. Select the Layout tab from the “List Manager” form to display the Layout tab content.

Right-click on the column displayed name or the “Root” node, in the left-hand section of the tab and click on “Add Group”.


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A new column group heading is then added with the default name “Group 1” (assuming it is the first group to be created). Rename the default column group heading Name ‘Group 1’ if required. In this case enter “General Data”.

Drag and drop the columns that are to be grouped under the new heading onto its entry in the list as shown



To re nam e orde le te a group , ri gh t –cli ck on i t and cli ck on “Rename Group” or“Delete Group”from th e sub m e nu.


107


The user could also add a column pin if required, by clicking on the Multi Level Headings column displayed pin icon or right-clicking on the Multi Level Headings column name in the list of columns and select Pin Column from the menu.

When a column is pinned, it automatically becomes the first (left-hand most) column of the list, and remains displayed at the left-hand side of the list even when the list is scrolled to the right.


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Then click on the “OK” button from the “List Manager” form to save the layout settings and close the “List Manager” form. The displayed list in the grid, in this case “Plant Equip List” will automatically be updated with the Layout settings as highlighted.

7.1.3.4

Modifying List Sorting Order- A Worked Example

By default, records in a list are displayed in rows based on order of creation, with the newest listed first. This default sort order can be changed using the List manager on the Sorting tab. The example below illustrates this. From “Manage Lists” form, click on the “Plant” category to display available list. Select the preferred list e.g.”Plant Equip List” and click on the lower Properties button, the List Manager form. Select the “Sorting” tab from the “List Manager” form to display the Sorting tab content.



Ch e cki ng th e “Show used only” ch e ckb ox re stri ctsth e View Fields li st to di sp lay only th e fi e ldsth at wi llap p e ari na li st.


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To setup or modify the list sorting, the column to be Sort by and Sort order settings must be modify accordingly. To do this; Double-click on the preferred View fields e.g. “Tag Number”. The selected View Field (Tag Number) is then moved to the “Sort by” field and the desired “Sort order” is then selected as shown:



If re qui re d th e Sorti ng Orde rcan b e re se t to th e e i th e rAsce ndi ng orDe sce ndi ng orde rfrom th e Sort Orde rp ulldown li st.

Click on the OK button from the “List Manager” form to Save the sorting settings and close the “List Manager” form. The “Manage List” form is then displayed. Click on the OK button from the “Manager Lists” form to confirm the settings and close the “Manage Lists” form.


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The displayed list in the grid, in this case “Plant Equip List” will automatically be updated in an ascending order as highlighted.



Use rwi th ap p rop ri ate acce ssri gh t can also e nab le Num e ri calSorti ng vi a th e Li st Manage rForm as hi gh li gh te d b e low:



By de fault, i n AVEVA Engi ne e ri ng Tagsgri d, te x t attri b ute sare sorte d b y alp h ab e ti cally , e ve n i f th e value contai nsb oth num e ri caland alp h ab e ti calth e y are also sorte d alp h ab e ti cally . Enab li ng th e “Num e ri calSort”allowsnum e ri calsorti ng forp arti cularcolum ns.


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Modifying Sub-List Display - A Worked Example

The Sub-Lists tab lists the allowable sub-lists for the current list. If a sub-list is set up for a list, when an item is selected in the list, the sub-list will display the details of items associated with the selected item.This example describes how to display desired sub-list of items in a list view.

From “Manage Lists” form, click on the “Plant” category to display available list. Select the preferred list e.g.”Plant Equip List” and click on the lower Properties button, the List Manager form.

Select the “Sub-List” tab from the “List Manager” form to display the Sub-List tab content. The Sub-List setup can be based on Owner-Member relationship or Reference Attributes.

This Sub-List below is based on Owner-Member relationship.

Th e Sub -li st m ust b e se t up fi rst i n th e Le x i con Module b e fore Sub –Li st tab i n Li st Manage rcan b e use d.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Forfurth e rde tai ls, on h ow to se t up a sub li st b ase d on Owne r-Me m b e rre lati onsh i p orRe fe re nce Attri b ute s; p le ase re fe rto TM-3552 –AVEVA Engi ne e ri ng (12.1) Tags(Adm i n) Trai ni ng Gui de . Be low i se x am p le of a sub li st b ase d on Re fe re nce Attri b ute s.

Check the appropriate sub-list item checkbox. In this case ‘Motors and Nozzle Schedule’


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Click on the OK button on the “List Manager” form to save the settings and close the form. The “Manage List” form is then displayed. Click on the OK button on the “Manage Lists” form to confirm the settings and close the “Manage Lists” form.

The displayed list in the grid, in this case “Plant Equip List” will automatically be updated, displaying the sub-list.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Exercise 4 – Category and List Management



In th i se x e rci se only use r(s) wi th adm i ni strati ve acce ssri gh tsi n th i scase “TAGSADMIN” use rcan m odi fy e x i sti ng li stsfi e lds. To h ave adm i ni strati ve acce ssri gh tse nte rAVEVA Engineering-Tags m odule asTAGSADMIN use rwi th th e followi ng de tai ls: Username: A.TAGSADMIN; Password:A; MDB: A-TAGS

1. Create a Category for Electrical Engineers and complete the displayed fields as shown:

Category Field – Electrical Group Category Type - Project

2. Create a List based on project database view “Electrical TAGS with DSX” for the newly category (Electrical Group) and complete the displayed fields as shown: Name – Electrical List Description – Electrical List


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3. Open the newly created list “Electrical List” and modify the List View using the “List Manager” form to display the following column in AVEVA Tags grid View:

-

Tag Number Prefix Tag Letter Tag Suffix Description Location Discipline

4. Using the “Layout” tab in List Manager, create a Multi-level column heading to group the following field columns Name, Tag number, Tag Prefix, Tag Letter, Tag Suffix and Tag Number listed in “Electrical List” view into Multi-level group called “Electrical General Data”.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Multi-level group called “Electrical General Data” is displayed as shown:

5. Using the “Sorting” tab in List Manager form, to setup a descending sorting order based on Tagnumber for “Electrical List view”


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Chapter 8

8

Lists Records Management

AVEVA Engineering Tags provides various Manage capabilities allowing users to:

 

View and change the project lifecycle status of an item or element. Highlight changes to data between AVEVA Engineeing Tags sessions.

This chapter covers Status control and Change Highlights Managements worked examples.

8.1

View and Change Status of Lists Data

AVEVA Engineering provides Status management facilities to graphically view which displays lifecycle stages associated with the elements in the current list as a workflow diagram. Elements may be assigned a lifecycle consisting of defined Status, which they progress through. The status levels are defined in thee Lexicon module by the system administrator.

8.1.1

Add and Change Status of Items in a Lifecycle – A Worked Example

This capability allows users to add Elements that are not on the lifecycle and to change the status of elements to any status in the lifecycle. This is actioned by commands to promote and demote on the status actions part of the “Manage” tab. This example describes how to add status to item(s) e.g “Equipment items” and change existing status of item (s) in the lifecycle. To start the Process; In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A.MECHENG; Password: A; MDB: A-TAGS

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If th e “MECHENG” AVEVA Engineering-Tags se ssi on i sp re vi ously op e ne d, do not re -e nte rth e se ssi on, si m p ly p roce e d wi th followi ng ste p sb e low.


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Open “Equipment List” list view. Click on the Manage tab as shown:

Select the appropriate lifecycle for the displayed list (e.g.Equipment List) from the “Status Definition” dropdown list in this case “Equipment Tag: Tag Item Status”) and select Status Graphical Viewer icon button next to open and review the graphical representation of the selected lifecycle.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The Graphical View form is opened displaying the graphical representation of the selected lifecycle. Select the desired elements in this case “C1101, E1302A and P1501A”. Click the Edit icon Status Action group of the Manage tab as highlighted:

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in the

Ele m e ntswi th uncontrolle d statusvalue cannot b e p rom ote d or de m ote d; th e op ti onson th e tab are di sab le d.

The Status – Tag Item Status is then displayed. The current status of the element will be listed as “Not Controlled”, meaning they are not on the current lifecycle.


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Select the required status in this case “Allocate [5]” to apply to the element, enter a comment if required, and click “OK” button or “Apply” button.

The elements (item) are set to the selected status in the list as shown:


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To promote the status of the element(s) “C1101” to the next stage in the lifecycle, select it in the list and click Promote in the Status Actions group of the Manage tab or select Edit option to promote the element to the next status.

The Status – Tag Item Status form is displayed as shown. Enter comment if desired and click on OK button to apply the status change.

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Th e “Status-Tag Status” form li st th e nam e sof th e se le cte d e le m e nts, th e ti m e and date of th e last statusm odi fi cati on and i de nti fi e sth e use r wh o m ade th at ch ange .


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The element “C1101” is then set to selected status in the list as shown:

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Th e Multi p le e le m e ntsi n th e sam e statuscan also b e se le cte d and p rom ote d orde m ote d.

To search for elements in a list that share the same status in a lifecycle, click on the drop-down list next to Status Values list field as shown below:

From the Status Values list (the bottom drop-down list), select the status with the selected lifecycle in this case “Allocated [5]”. Click the search icon next to the drop-down list. All objects in the list at the selected status are then selected.

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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The selected Status value is displayed both in the grid and highlighted in Graphical view form as shown.

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Th e se le cte d Status value i sdi sp lay e d b oth i n th e gri d and h i gh li gh te d i n Grap h i calvi e w form

Right –clicking on a status definition from Graphical View form - shows elements in the list that share the same status in a lifecycle that are then selected as shown.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 To remove an element or elements from a status lifecycle, select the desired element (item) in the list

Click on the Remove button in the Status Actions group of the Manage tab.

The “Remove Status” form is then displayed. Select the “Yes” button. The selected element(s) are then taken off the lifecycle and the status is set to “Not Controlled” as shown


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8.2

Status Statistical Report for List Records

This functionality allows the user (s) to generate and view a graphical breakdown of the proportion of selected elements a list at each status.This is described in the work example.

8.2.1

Status Statistical Report for List Records – A Worked Example

To view graphical or statistical breakdown of elements, select the desired elements e.g. “C1101” and “E1302A” in the list as shown.

Click Statistics button in the Status Actions group of the Manage tab. The Statistical Report form is then displayed.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Each coloured segment of the chart represents a status in the lifecycle currently selected for the list, as explained in the legend. Hover the mouse cursor over a segment to view percentage of selected elements that the segment represents.

To display a different chart type, right –click on the report background to display a menu and select “Chart type” from the sub-menu click on required chart type in this case “Bar Chart” as shown.

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Th e Ri gh t-cli ck m e nup rovi de soth e r op ti onssuch as; Pri nti ng Re p orts, Savi ng Re p ort asx m lfi le sloadi ng save d re p ort and re fre sh i ng re p ortswi th any ch ange s m ade si nce th e y we re op e ne d.

To display the list of selected elements that a segment represents, right-click on it and select the List Elements option from the menu that is then displayed.

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To e di t th e statusof th e e le m e nts th at a se gm e nt re p re se nts, ri gh t-cli ck on i t, se le ct th e Edit Status op ti on from th e m e nu th at i sdi sp lay e d. Th i s faci li ty i salso avai lab le i n th e Status Acti onsgroup of th e Manage tab .


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To vi e w a log of th e statusch ange sth at h ave b e e n ap p li e d to th e e le m e ntsth at a se gm e nt re p re se nts, ri gh t –cli ck on i t and se le ct th e StatusHi story op ti on from th e m e nu th at i sth e n di sp lay e d.

8.3

View History of Status Changes for Elements

This facility allows the users to view the details of the status transitions for the selected elements, along with other session history. This is described in the example below:

8.3.1

View History of Status Changes for List Records – Worked Example

To view a history of status changes for elements, select the desired elements in the list as shown:

Click the History button in the Status Actions group of the Manage tab. The Status History form is then displayed.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The log can be printed or exported to an Excel spreadsheet by right-clicking and selected the required option from the menu that is then displayed. If Export to Excel is selected, the Save as dialog is displayed. If Print Preview is selected, the Print Preview window is displayed. A Refresh option is available to update the log with any changes made since it was opened.

8.4

Highlight Changes between Sessions in a List View

This tool provides users the capability to view database changes related to objects between two database sessions or stamps and highlight the changes using different colours.

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A ne w Se ssi on i scre ate d on th e datab ase , wh e n a save work i sm ade . De tai lssuch asdate , use r, Se ssi on de scri p ti onsare store d asp art of th e Se ssi on data. And Stam p sare usually se tup b y syste m adm i nstratorsto m ark th e re le vant se ssi on of datab ase se i th e rb y sp e ci fy i ng a ti m e and date , ora se ssi on num b e r.

The Highlight Changes option contains latest and Choose Sessions sub-options.Latest” option will automatically compare two most recent database sessions “Choose Sessions” option will display dialogs for selection database sessions and/or database stamps. The use of this tool is described in the example below: 8.4.1

Highlight Changes between Last and Current Session – A Worked Example

To highlight changes between the last session and the current session: Click on the arrow button underneath the Highlight option in the Changes group of the Manage tab. From the menu that is then displayed, click the Current Session option.

The differences between the last and current sessions are then highlighted in the list view on a new list tab.


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Th e ne w li st tab only di sp lay sth e ch ange s. Th e data i n th i sli st vi e w cannot b e m odi fi e d.

The list view also display the type of change against each record in the list view as highlighted below.

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Pre vi ousvalue sof e le m e nt (s) i n p re vi ousse ssi on can also b e vi e we d, b y h ove rth e m ouse cursorove r th e de si re d i te m to di sp lay th e p re vi ousvalue .

8.4.2

Changes and History between Selected Sessions – A Worked Example

To highlight changes between selected sessions. Click on the “Highlight” icon in the Changes group of the Manage tab. The Choose Historical Database Session form is then displayed as shown below:

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Th e Choose Historical Database Session form i suse d to se le ct a targe t se ssi on and a b ase se ssi on. Stam p s m ay also b e se le cte d. Th e targe t se ssi on de faultsto th e curre nt se ssi on.


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To select a Base Session, click the appropriate browse ... button. The “Select Session” dialog is then displayed.

The Sessions tab displays the list of available sessions. The Stamps tab displays the list of available stamps. Select the desired Session and click OK button.


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The selected session is then saved to the Choose Historical Database Session form as shown:

From the Choose Historical Database Session form, click OK button. The Differences between the selected sessions is then highlighted in the “Change Highlighted” List as shown.

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Di ffe re nce ty p e sof ch ange sare i ndi cate d wi th di ffe re nt colours. Modi fi cati onsare h i gh li gh te d i n yellow. Ne w re cordsare h i gh li gh te d i n green. De le te d re cordsare h i gh li gh te d i n orange.


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To view the history of a record data in a row or cell in the displayed list, select the desired row (in this case “E1302A”) and click on the History icon and to view history of data in the row.

The “Row History” list is then displayed in a separate List tab. The new list tab (Row History tab) for E1302A displayed the changed columns and values between selected sessions.


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To view the Column history of a record data in the displayed list, select the desired single cell in that column (in this case “C1101”) and click on the Column History to view the column history.

The “Column History” list for the selected sessions (Target and Base sessions) is then displayed in a separate List tab as shown.


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Use rwi th th e ap p rop ri ate acce ssri gh t can m odi fy th e row h i story i de nti fi cati on colum n h e adi ng usi ng th e Li st Manage rform . Th i si susually th e fi rst colum n b y de fault i n th e Row Hi story Li st, i n th i scase “Name”colum n to di sp lay th e de si re d colum n usi ng th e Li st Manage rform assh own.

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Exercise 5 – List Manage

1. Add a Status value to the new record created in exercise 3 as shown.

New Record B-81 B-81 B-82 C-83

Status Value Working [15] Working [15] Working [15] Working [15]

2. Display the graphical view of the records and change the status of the records in the lifecycle as shown:

New Record B-81 B-81 B-82 C-83

Status Value Working [15] Working [15] Working [15] Working [15]

Promote Value Approved In check In check Approved

Demote Value In check Working Working Working

3. Display the Statistical/graphical report in bar chart. Use the Highlight changes capability to view the changes between the last and current session.

4. In “Equipment List” list View, select existing record “C1101” and display schematic diagram view and the model in which the element is located.


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Chapter 9

9

Compare/Update/Link

AVEVA Engineering Tags provides various Manage capabilities allowing users to:

    

9.1

To be compare engineering data against data created in other AVEVA products and/or external systems, and allow updates to be selectively applied as, where and if required. View Schematic Diagrams in List Data Generate Schematic Models of Equipment items View linked 3D objects in List Data View Document Links in List Views

Compare/Update

Compare/Update is a generic capability in AVEVA products to compare object data across different data sources and products. It uses the concepts of source data, being a reference set of objects in another database, and destination data, being the corresponding objects in the current database. For instance a piece of equipment can exist as either a 3D model, a schematic symbol on a P&ID and as a Tag in the engineering data base. Each applicable source application can generate different attribute data which can be passed into a target application with control. In the following examples, we will ‘get’ new data from Schematic, Design and Engineering databases of a project, into the Dabacon engineering data base. The mechanism of the Compare/Update feature provides an integrated environment where ‘Source’ and ‘Target’ data can be compared, with differences identified and reported. The data in the target database can then be updated with any required change/modification or could also be updated with the creation of new items. Matching or equivalent items in both the Source and Target Dabacon databases could also be ‘Linked’, to maintain their persistent connection.


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The functions of the Compare/Update feature can be utilized according a conventional product/data integration workflow, where data will be required to transverse between various compatible products. See above for a basic schema of this workflow. This chapter will cover the Comparison, Update and Link of data between the following databases: Target Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database) Engineering Data (Engineering Database)

9.1.1

Source 3D Data (Design Database) Schematic Data (Schematic Database) Engineering Data (Engineering Database) Instrumentation/Electrical Data (SQL Database) Schematic Data/AVEVA P&ID (SQL Database)

Compare / Update - Engineering and Schematic Databases – A Worked Example

AVEVA Engineering data can be compared against data created in AVEVA products (e.g. AVEVA Diagrams, Schematic Model Manager) and stored schematic database.

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To i llustrate th i s; e nte r AVEVA Engi ne e ri ng-Tagsm odule asMECHENG use r wi th th e followi ng de tai ls: Use rnam e : A.MECHENG; Password: A; MDB: A-TAGS. If th e “MECHENG”AVEVA Engi ne e ri ng-Tags se ssi on i sp re vi ously op e ne d, do not re -e nte rth e se ssi on, si m p ly p roce e d wi th followi ng ste p sb e low.



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Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons, then click the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar.

Compare/Update dialog is then displayed. Clicking the Compare/Update contextual tab, displays a ribbon bar with its menu items containing the dedicated ‘Compare/Update’ controls.


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Compare/Update Configuration Setup - A Worked Example

From the ‘Source Selection’ group, display the Source databases. The applicable databases are as shown:

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Th e li ste d datab ase sare th e AVEVA Ele ctri cal, Instrum e ntati on and P&ID datab ase s(wh i ch are h oste d on SQL se rve rs) aswe llasth e Dab acon datab ase sof De si gn, Sch e m ati c and Engi ne e ri ng wh i ch wi ll b e li ste d assource si f th e re i sat le ast one datab ase of e ach i sp re se nt i n th e uti li se d MDB. For e x am p le , i f th e curre nt MDB h asno sch e m ati c datab ase p re se nt i n th e MDB, th e n ‘ Sch e m ati c Datab ase ’wi llnot b e li ste d asa source i n th e datab ase source drop down.

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Th e Engi ne e ri ng datab ase i salso li ste d asa ‘ Source’datab ase ssi nce th e AVEVA Engi ne e ri ng – Tags m odule allowsfor th e com p ari son and up date sof tagge d e ngi ne e ri ng i te m sagai nst oth e r tagge d e ngi ne e ri ng i te m s.

Select and map target Engineering “Mechanical data” with source Schematic “Equipment data” by selecting the ‘Schematic Database’ from the picklist.

An initial (first time) selection of a source database will have a ‘Compare / Update’ information prompt form displayedThis prompt alerts that there are no element types mapped for data transaction between the selected source database, and the target database. Click the ‘OK’ button to eliminate the form, and proceed with the configuration setup.

Click the ‘Options’ button

in the ‘Configuration’ group, to display the Options form


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Click the ‘Manage Configuration’ button (Step 1 of 6) ‘Compare / Update Configuration Wizard’.

on the Options form to initiate the first step

Select the radio button ‘Create new configuration’, as the required action of the wizard, and then click on the ‘Next’ button to proceed to the next step.

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Th e confi gurati on wi zard cove rsth e p roce ssof m ap p i ng re qui re d Source and Targe t e le m e nt ty p e s, as we llasattri b ute s.


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(Step 2 of 6) Source Element Type Source: Select the entry ‘Schematic Database’ from the drop down list Display Name: This will be the name which the configuration will be identified as. Type the text ‘Schematic Equipment’ in the text field. Element Type: Select the radio button to utilise the element type, before selecting the entry ‘SCEQUIPMENT’ from the drop down list. This is the source element which will be required for comparisons and updates. Name Attribute: Retain the default entry ‘Name’. This is the attribute which will be utilised to find possible matches between obtained source schematic items and target engineering items Unique Attribute: Retain the default entry ‘RefNo’. This attribute will be used identify and maintain internal and persistent connections between 2 items located in different Dabacon databases.

Click on the ‘Next’ button to proceed to the next step. (Step 3 of 6) Destination Element Type Element Type: Select the entry ‘:MECHTAG’ from the drop down list Display Name: This will be the name which the target element type will be identified as. Type the text ‘Mechanical Tags’ in the text field. Allow Insertion: Check the checkbox, to allow for the creation of new items in the target database, if source items do not find a matching target item after comparison. Name Prefix: Retain the blank text field. This allows for newly created items to take on an additional name prefix, along with the name of the source items being created from Create Reverse Configuration: Retain as unchecked. Selecting this checkbox will automatically create a new configuration in which the selected Source element type will be swapped to be the target element type, vice versa. Click on the ‘Next’ button to proceed to the next step. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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It i snot p ossi b le to cre ate a ne w confi gurati on wi th th e sam e source and targe t e le m e nt ty p e s com b i nati on, wh i ch h ave alre ady b e e n uti li se d foran e x i sti ng confi gurati on. An e rrorp rom p t wi llb e di sp lay e d i f th i si satte m p te d:

(Step 4 of 6) Define Rule Set

Project Configuration File: Retain the blank text field. This allows user to select a “Project Configuration” (e.g.%SAMDFLTS%\ModelManagement\Project Configuration.xml), if the advanced rules are required. Rule Set: Retain the blank field. This allows users to select the appropriate a Rule Set if the advanced rules are required Use Advanced Rules: Retain the unchecked checkbox. Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.

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Th i sste p i sonly ap p li cab le i f th e Advance d Rule si si n use .


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(Step 5 of 6) Define Source Filter(s) Add Filter: Retain the default blank entries. This allows for the definition of criteria which limits the sort of source data to be utilised for comparison. Delete Filter: This button deletes any set filter.

Click on the ‘Next’ button to proceed to the next step.

(Step 6 of 6) Define Attribute Mapping(s) Attributes of the source element types can now be mapped to those of the corresponding target engineering element type. Attribute selection and mapping indicates the attribute values to be obtained and/or compared against.

Click on the ‘Add mapping’ button to display a new mapping row, and select a source schematic attribute from the pick list, then select a corresponding target engineering attribute from its pick list to map..


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Each time a corresponding attribute has been mapped, a new row is activated below.

It is also possible to type in a required source attribute value in the text entry as a free text. This value will be used for comparisons against the mapped target attribute.

Required attributes are mapped as shown.

Mapped attributes can be selected and deleted with the ‘Delete Mapping’ button Click the ‘Finish’ button

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.

to exit the attribute mapping form, and save the configuration.

Th e ‘ Back’b utton can b e use d to navi gate to th e p re vi ousste p (form ) of th e wi zard, and e ffe ct a ch ange orm odi fi cati on

Click the ‘OK’ button on the information prompt form, to exit the wizard and return to the ‘Options’ form.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Click the ‘OK’ button on the ‘Options’ form to exit the setup options.

Return to the Compare/Update interface and select the ‘Schematic Database’ from the pick list in the ‘Source Selection’ group. This displays information prompt which alerts for the definition of a filter. Click on the ‘NO’ button as a filter setup will not be required at this stage.

This displays information prompt which alerts for the definition of a filter. Click on the ‘NO’ button as a filter setup will not be required at this stage.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The display name of the previously created configuration will now be available on the configuration pick list in the ‘Source Selection’ group.

Selecting the created configuration ‘Schematic Equipment’ from the pick list, will have the ‘Compare/Update’ grid populated with all equipment items available in the current schematic database(s) as described in the following section.

9.1.1.2

Comparison by Source Mode - A Worked Example

Comparison by Source mode provides the capability to synchronise populations of objects. It takes as its scope the set of objects of a chosen type from the source database and looks for matching objects in the destination database. It will report any objects missing from the destination database and any differences on those objects for which a match has been found. The user can then choose which objects to update, automatically instantiating missing objects and copying over attribute data. Using the created configuration in “Section 9.1.1.1”, the comparison and updates of Engineering “Mechanical data” can be carried out against the source schematic “Equipment data”. From the ‘Compare/Update’ ribbon the source configuration should be selected as shown, (‘Schematic Equipment’ in this case) which is now available in the group drop down list.

The results of the compare process will be displayed in the grid view. The values of the mapped attributes of a source (Schematic) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The Elements Tab lists the elements matched, along with the number of compared elements that have differences.

The values of the mapped attributes of a source (Schematic) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item.

The populated Compare/Update grid can be refreshed by clicking on the ‘Refresh’ button to display and repopulate the grid with data from the source database.

Click on the ‘Yes’ button on the ‘Compare/Update’ prompt form.

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Th e ‘ Re fre sh ’acti on up date sth e gri d wi th th e late st orcurre nt i nstance s/ob je ctsof th e curre nt source e le m e nt ty p e .

The ‘Matched’, ‘Not Matched’ and ‘Linked’ status of the ‘obtained’ source items will be listed, as well as any differences between the attributes values of any matched source and target item.

More information on the listed items can be seen from tooltips.

The tabs at the bottom of the ‘Compare/Update’ main table controls the data displayed on the grid.

The available tabs are: ‘Elements’ tab (which lists Schematic Equipment in this case) and the ‘Attribute Details’ tab which lists the mapped attributes and any differences. Salmon coloured rows indicate an unmatched object. This is a source object which does not have a equivalent item in the target database.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Yellow coloured rows indicate an object which has a match, or is linked, but carries a mapped attribute difference between the source and target object. White coloured rows indicate an object which is matched or linked (or both) and has no mapped attribute difference.

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‘ Re fe rto Ap p e ndi x B of th i sgui de forde tai lson th e m anage m e nt of gri d Fe e db ack colours ‘ Ite m sare ‘ Match e d’wh e n th e y sh are si mi lar Nam e sor an attri b ute value asde fi ne d i n th e ‘ Nam e Attri b ute ’e ntry of ste p 2 of th e ‘ Com p are /Up date Confi gurati on wi zard’ .

From “Schematic Equipment” tab,select an item row e.g. E1301 (by clicking on the leftmost column), then click the ‘Attribute Details’ tab, to see a detailed listing of any differences of the attribute values of matched items.

This tab displays the attribute details grid, which lists mapped attributes for all items on the grid, as well as the values of the source and target items. The selected item from the previous pane will have all its mapped attributes and values highlighted with a default blue colour. Attribute differences between matched items can also be displayed in a ‘Side by Side’ manner. Click the ‘Side-by-Side View’ button on the main menu of the contextual tab, to enable this function.


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Selections can be made to enable the ‘Side-by-Side View’ display All mapped attributes for the selected item, or only identified attribute value differences. Source (Schematic) database items which matches but not linked to a corresponding target (engineering) item, will have the ‘Yes’ status listed in the grid cell within the ‘Matched’ column.

Source (Schematic) database items which are linked to corresponding target (engineering) item, will be listed in a grid cell as ‘Linked’ beneath the ‘Matched’ column.

Source (Schematic) database items which have no matches, and hence no corresponding target (engineering) item, will be listed in a grid cell as ‘No’ within the ‘Matched’ column, and all its attributes will be listed within the ‘Changed Attributes’ column.

Check the check box next to an applicable item to ‘accept’ attributes values differences for update, Link existing matched items or create a new item which does not already exist in the engineering database.


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Check the ‘Accept all’ checkbox on the ‘Compare/Update’ ribbon to accept all attribute values differences for all applicable items, batch link unlinked items and also batch-create new non-existent items.

Click the ‘Update’ button on the ‘Compare/Update’ menu.

This displays the ‘Update Engineering Database’ form, from which actions can be performed on existing corresponding engineering items or new items to be created from source (Schematic) data.


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A summary of the obtained source data and their status against existing corresponding items in the target database are listed in the Summary pane.

Links and attribute information for new items to be created from source (Schematic) data is controlled from the pane for ‘Unmatched items to be inserted’.

The checkbox for ‘Link inserted items’ ensures that a link will be created between the newly created item in the target database and the corresponding source item in the source database.

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‘ Re fe rto Ap p e ndi x C of th i sgui de forde tai lson Li nks, and th e m anage m e nt of Li nks.

Checking the ‘Update attributes for linked items’ checkbox ensures that the values of all mapped source attributes will be passed on to the newly created item in the target database.

The ‘Element type’ to be adopted by the newly created item is listed in the pane, underneath – ‘Select owner for:’ (:MECHTAG in this case). This is the mapped target engineering UDET (User Defined Element Type)


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Click on the browse button to select a group in the engineering database hierarchy where the newly created items will be stored beneath.

This displays the ‘Select Database Element’ form, which presents the engineering database hierarchy with existing owning engineering elements as seen on the ‘Database Explorer’ tab within the Tags module. Select the group where the new items are to be created in.

If the source items are matched or linked with corresponding existing engineering items, then the following actions can be carried out with the ‘Matched or linked items to be updated’ pane: Check the ‘Link matched items’ checkbox to create a link between a source item and a corresponding engineering item.

Check the ‘Update attributes for linked items’ checkbox to allow the attribute values of the existing Engineering items to be updated with those of the source (Schematic) items. It is also possible to eliminate any links between source items and existing items by checking the ‘Unlink selected items’ checkbox.


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Click on the ‘Update’ button to update the engineering database with the links and attribute value changes for existing corresponding items, and also insert new items if required.

Click the ‘Close’ button on the ‘Update Engineering Database’ form, to have the ‘Compare/Update’ grid display any updated data, relevant feedback colour and any update progress messages.

A displayed line list (based on the element type: EquipTag) and database explorer of the Tags module will now be seen to have new entries listed (signifying the creation of new items) or existing entries highlighted in a bold font (signifying the update of attribute values of existing items).


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Updated values and newly created items can also be observed on the appropriate list view.

Any errors encountered during the database update process will be displayed in the ‘Message’ column of the Compare/Update grid.

Right click on the table to display its context menu, and click the ‘Show in Diagram’ entry, to display and highlight the object on its P&ID.

Existing datasheets also be displayed from the ‘View Datasheet’ menu entry.


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Comparison by Destination Mode - A Worked Example

Compare/Update provides the capability to verify the objects in the user's current scope of work. This can be the current list in Tags. If a graphical selection has been made in the 3D view, diagram view or list, then the scope is further reduced to those objects that have been selected. The scope can also be the Current Element. Compare/Update will report any objects that are not present in the source database and any differences on those objects for which a match has been found. The user can then choose which objects to update, automatically copying over attribute data.

To illustrate this; select the desire items rows from displayed Equipment List as shown:

Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons, then the ‘Compare Current Selection’ to bring up the “Select Type for Comparison” dialog.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 From the “Select Type for Comparison” select the appropriate element type, in the case “:MECHTAG”.Then click the OK button to bring up the “Select Configuration” dialog.

From the “Select Configuration” dialog, select the appropriate configuration in this case “Schematic Database – Schematic Equipment”. Click the Open button.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The results of the compare process will be displayed in the grid view. The Elements Tab lists the elements matched, along with the number of compared elements that have differences.

To update Engineering database with Schematic equipment data from Schematic database, select the desired item row e.g P1502A as shown.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 From the “Side-by-Side View” grid, select the desired attribute with the attribute values difference (e.g. DESC.) and from the right click menu select “Copy to Engineering Database” option.

Updated values are displayed on the appropriate list view as highlighted below:


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Compare / Update Via Advanced Configuration – A Worked Example

AVEVA Engineering provides capabilities configure more elaborate rules for element matching and updating, in particular key attribute mapping to match multiple pipes against schematic or engineering pipelines. In this worked example AVEVA Engineering data will be compared against data created in AVEVA Design and stored Design database.



‘ Th e Advance d Confi gurati on uti li ze sth e ‘ Inte gratorProje ct Confi gurati on Ex p lore r’

To illustrate this; Enter AVEVA Engineering-Tags module as PROCENG user “B” with the following details: Username: B. PROCENG; Password: B; MDB: A-TAGS

Open ‘Lines list’ list view from Process Lines category.

Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons, then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar.


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Compare/Update dialog is then displayed. Clicking the Compare/Update contextual tab, displays a ribbon bar with its menu items containing the dedicated ‘Compare/Update’ controls.

Select the ‘Design Database’ from the picklist. An initial (first time) selection of a source database will have a ‘Compare / Update’ information prompt form displayed.

This prompt alerts to apply Filters, Click the ‘NO’ button to eliminate the form, and proceed with the configuration setup.


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in the ‘Configuration’ group, to display the Options form.

Click the ‘Options’ button to Display the ‘Options’ form, and then click on ‘Configuration Explorer…’ button to display the ‘Integrator Project Configuration Explorer’ window.


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Select and right click the entry ‘Rule Sets‘, to display its context menu, and click ‘Insert‘ to create a new empty Rule Set.

Type in ‘Design/Engineering RuleSet’ for the ‘Name’. Select DESI from the ‘Source DB type’ picklist, then select ENGI ‘Target DB type’ picklist.

Select the newly created Rule Set and insert a new Rule group named: ‘Engineering pipeline rules‘ entry on the explorer, and pick the relevant Source element type (PIPE in this case) from the drop down list. This defines the source element type.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Select the created Rule group, and insert a ‘Create Action’ entry from its context menu as shown. Select the type (:LINETAG in this case) from the picklist. This specifies the target element type.

Select the created Rule group, and insert an ‘Assign Action’ entry from its context menu. Type in ‘NAME’ for the name of the target (Engineering) attribute, and type in ‘LNTP of source + ‘-‘ + Dscode of source’ for the source attribute. Fill out the rest of the entries as shown.

This defines the rules for the Compare and Update actions.

Click on ‘File > Save’ and exit to save and exit the project configuration explorer.

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W i th th e se tup confi gurati on, sh own, e ach ti m e an Engi ne e ri ng Li ne tag i scom p are d agai nst a De si gn Pi p e , th e value of th e Li ne tag attri b ute of ‘ NAME’wi lltry to m atch wi th th e value sfrom th e concate nati on ‘ LNTP of source + ‘ -‘+ Dscode of source ’(wh i ch i san e x p re ssi on to e x tract th e Li ne ty p e and th e DSCODE of th e source (De si gn) i te m . If no m atch occurs, th e n th e targe t attri b ute NAME can b e up date d wi th th e value sfrom th e concate nate d de si gn Pi p e attri b ute s. (Se e se cti on on Datab ase up date ).


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Click the ‘OK’ button on the ‘Options’ form to exit the setup options.

For this section, create a new configuration which maps the source element type: ‘PIPE’ (using display name: 3D PIPES) with the Target element type :LINETAG. Map their attributes as shown.

Click the ‘Manage Configuration’ button (Step 1 of 6) ‘Compare / Update Configuration Wizard’.

on the Options form to initiate the first step

Select the radio button ‘Create new configuration’, as the required action of the wizard, and then click on the ‘Next’ button to proceed to the next step.


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(Step 2 of 6) Source Element Type. Source: Select the entry ‘Design Database’ from the drop down list. Display Name: Type the text ‘Design Pipeline’ in the text field. Element Type: Select the radio button to utilise the element type, before selecting the entry ‘PIPE’ from the drop down list. Name Attribute: Retain the default entry ‘Name’. Unique Attribute: Retain the default entry ‘RefNo’.


(Step 3 of 6) Destination Element Type. Element Type: Select the entry ‘: LINETAG’ from the drop down list. Display Name: Type the text ‘Engineering Line’ in the text field. Allow Insertion: Check the checkbox, to allow for the creation of new items in the target database. Name Prefix: Retain the blank text field.

Create Reverse Configuration: Retain as unchecked.


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It i snot p ossi b le to cre ate a ne w confi gurati on wi th th e sam e source and targe t e le m e nt ty p e scom b i nati on, wh i ch h ave alre ady b e e n uti li se d foran e xi sti ng confi gurati on. An e rrorp rom p t wi llb e di sp lay e d i f th i si satte m p te d.


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(Step 4 of 6) Define Rule Set.

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Project Configuration File: Select the appropriate “Project Configuration” (e .g.%TRNDFLTS%\Mode lManage m e nt\Proje ct Confi gurati on.x m l). This is usually the default filename for the project. Rule Set: Select the appropriate RuleSet e.g. “Design/Engineering RuleSet” from the pull-down list. Use Advanced Rules: Select the checkbox.

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“In orde r to uti li se th e ‘ Advance Configuration Rules’for Compare/Update acti ons, th e ‘ Use advanced configuration’ ch e ckb ox m ust b e fi rst ch e cke d.

Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.



Ch e ck “Restrict the Configuration to Admin Users Only”i f th e Adm i n Use rwant to te st th e confi gurati on b e fore p ub li sh i ng i t forge ne raluse on th e p roje ct.

(Step 5 of 6) Define Source Filter(s). Add Filter: Retain the default blank entries. This allows for the definition of criteria which limits the sort of source data to be utilised for comparison. Delete Filter: This button deletes any set filter.



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(Step 6 of 6) Define Attribute Mapping(s) Attributes of the source element types can now be mapped to those of the corresponding target engineering element type. Attribute selection and mapping indicates the attribute values to be obtained and/or compared against.

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In usi ng th e Advance d Confi gurati on, uti li se d attri b ute sm ust also b e m ap p e d asnorm alth rough th e ste p s of th e confi gurati on wi zard. Th e re qui re d targe t (Engi ne e ri ng) attri b ute ssp e ci fi edi n th e i nte grator confi gurati on e x p lore rm ust b e m ap p e d to a source attri b ute . Th e ori gi nalvalue of th e corre sp ondi ng source attri b ute wi llb e ove rwri tte n wi th th e cri te ri on de fi ne d i n th e confi gurati on e x p lore r.

Click the ‘Finish’ button to exit the attribute mapping form, and save the configuration. Click the ‘OK’ button on the information prompt form, to exit the wizard and return to the ‘Options’ form.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 From the ‘Compare/Update’ menu, select the source configuration e.g. ‘Design Pipeline’ which is now available in the group drop down list.

The results of the compare process will be displayed in the grid view. The values of the mapped attributes of a source (Design) item will be compared with the attributes values of any existing and matched corresponding target (Engineering) item.

The ‘Design Database Value’ for the ‘NAME’ attribute can now observed to display the concatenated attribute values as configured within the ‘Integrator Project Configuration Explorer’, hence allowing the their NAME attributes to be similar and no difference reported. The target database can be updated with ‘new’ Pipe objects if required, as previously described.

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Th e de scri b e d se tup , com p ari son and up date sp roce dure i sge ne rally ap p li cab le to Dab acon source s.

9.1.3

Compare / Update – AVEVA Engineering and AVEVA Instrumentation

Project data created or stored by the AVEVA Instrumentation or AVEVA Electrical products can also be ‘obtained’ and compared against, from their storage SQL server databases, in the same manner as previously demonstrated. Being standalone AVEVA Schematic products, AVEVA Instrumentation and AVEVA Electrical as well as a compatible version of the SQL server will have to be installed, appropriately licenced and configured, after which they can be listed as ‘Sources’ in the ‘Source Selection’ group pick list.

Instrumentation or Electrical data required for comparison or updates can be obtained by first logging into its authoring project as demonstrated in the following example: www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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9.1.3.1

Compare/Update -AVEVA Engineering & AVEVA Instrumentation- A Worked Example

AVEVA Engineering data can be compared against data created in AVEVA Instrumentaion and stored in SQL database: To illustrate this; enter AVEVA Engineering-Tags module as INSTENG user with the following details: Username: A.INSTENG; Password: A; MDB: A-TAGS.

Open “Instrument List” list view from the Instrumentation category.

Click the Compare/Update/Link button located on the ‘Manage’ Tab to display the secondary buttons, then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Select the ‘AVEVA Instrumentation’ from the pick list of available source databases as shown, as this is source application where the target engineering databases (via the Tags module) will be ‘getting’ its instrumentation (or source data) from. The ribbon menu will now display a ‘Login’ button in the ‘Source’ group.

A ‘Compare/Update’ prompt form is also displayed for initial selections of the ‘AVEVA Instrumentation’ source. Click on the ‘OK’ button to eliminate the form, and proceed with the configuration setup.

Click on the ‘Login’ button on the ribbon menu, to display and select an available AVEVA instrumentation project whose data will be utilised.

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Th e se le cti on of a p assword p rote cte d p roje ct wi llh ave a p assword e ntry p rom p t form di sp lay e d.

Select the AVEVA Instrumentation Demo project, and click the ‘Select’ button on the project selection form, and proceed with the setup configuration as demonstrated previously.


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Click on the ‘Options’ button


Click on the ‘Manage Configuration’ button on the Options form to initiate the first step (Step 1 of 6) of the ‘Compare / Update Configuration Wizard’, and create a new configuration.



Any e x i sti ng confi gurati onscan b e m odi fi e d from th i swi zard i rre sp e cti ve of th e source datab ase , source and Targe t e le m e nt ty p e s, aswe llasm ap p e d attri b ute s.


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(Step 2 of 6) Source Element Type Source: Select the entry ‘AVEVA Instrumentation’ from the drop down list. Display Name: Enter the text ‘Instruments’ in the text field. Element Type: Select the radio button to utilise the element type, before selecting the entry ‘Instrument’ from the drop down list. This is the source element which will be required for comparisons and updates. Name Attribute: Select the entry ‘TagNo’ from the pick list of available Instrumentation attributes. Unique Attribute: Select the entry ‘InstKEY’.


(Step 3 of 6) Destination Element Type Element Type: Select the entry ‘:INSTTAG’ from the drop down list. Display Name: Enter the text ‘Instrument Tags’ in the text field. Allow Insertion: Check the checkbox. Name Prefix: Retain the blank text field. . Create Reverse Configuration: Retain as unchecked



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(Step 4 of 6) Define Rule Set.




Project Configuration File: Retain the blank text field. This allows user to select a “Project Configuration” (e.g.%SAMDFLTS%\ModelManagement\Project Configuration.xml), if the advanced rules are required. Rule Set: Retain the blank field. This allows users to select the appropriate a Rule Set if the advanced rules are required. Use Advanced Rules: Retain the unchecked checkbox. Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.

(Step 5 of 6) Define Source Filter(s) Retain this entry as blank, as no filters will be required for this example.



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(Step 6 of 6) Define Attribute Mapping(s) Map the attributes as shown:

Click on the ‘Finish’ button to exit the attribute mapping form, and save the configuration. Click the ‘OK’ button on the information prompt, to exit the wizard and return to the ‘Options’ form.

Click the ‘OK’ button on the ‘Options’ form, to exit the setup options.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The configuration display name will now be available on the configuration pick list in the ‘Source Selection’ group.



Note th at th e ‘ Logi n’b utton i snow di sp lay e d asa ‘ LogOff’b utton.

Select the ‘Instruments’ entry from the configuration pick list to populate the Compare/Update grid with available instruments from the AVEVA Instrumentation SQL database.

Update the Engineering database as demonstrated previously, ensuring to create new data beneath the ‘InstrumentsTag’ group, in the ‘InstrumentTags World’.


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All newly created instruments can be displayed on a pre-existing :INSTTAG based instruments list.

Click the ‘LogOff’ button on the ribbon menu, to disconnect from the current AVEVA instrumentation project. Instrumentation comparisons and updates will no longer be possible.

The described example also covers the integration of data with AVEVA Electrical source data, as the setup procedures are largely similar.

 

Th e Advance d confi gurati on m ode cannot b e use d wi th th i sdata source . A :p m g-e ngi -ae UDA sh ould b e de fi ne d forcom p ari son and up date swi th AVEVA Ele ctri caldata. Th i s UDA store sth e i nform ati on re qui re d form ai ntai ni ng th e li nk b e twe e n th e source and targe t data.

www.aveva.com


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Compare / Update – AVEVA Engineering and AVEVA P&ID data Integration

Project data created or stored by the AVEVA P&ID product can also be ‘obtained’ from its storage SQL server databases, in the same manner as previously demonstrated. As a standalone AVEVA Plant product, AVEVA P&ID as well as a compatible version of the SQL server will have to be installed, appropriately licenced and configured, after which it will be listed as a ‘Source’ in the ‘Source Selection’ group pick list.

AVEVA P&ID data required for comparison or updates can be obtained by first logging into its authoring project as demonstrated in the following example:

9.1.4.1

Configuration Setup - AVEVA Engineering & AVEVA P&ID - A Worked Example

AVEVA Engineering data can be compared against data created in AVEVA P&ID and stored in SQL database: To illustrate this; Enter AVEVA Engineering-Tags module as PROCENG user “B” with the following details: Username: B. PROCENG; Password: B; MDB: A-TAGS Open ‘Lines list’ list view from Process Lines category.


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Click the Compare/Update/Link button located on the ‘Manage’ toolbar to display the secondary buttons, then the ‘Open’ to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on the ribbon bar.

Select ‘AVEVA P&ID’ from the pick list of available source databases as shown, as this is source application where the target engineering databases (via the Tags module) will be ‘getting’ its P&ID/Schematic data (or source data) from.

The ribbon menu will now display an included the ‘Login’ button in the ‘Source’ group.



Pri orto cli cki ng th e ‘ Logi n’b utton to se le ct an e x i sti ng AVEVA P&ID p roje ct foruse , an AVEVA P&ID p roje ct SQL datab ase i nte grati on se rvi ce se tup wi llne e d to h ave b e e n com p le te d b y th e syste m s adm i ni strator, asth i swi lle nab le acce ssto se le cte d P&ID p roje cts.


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Click the ‘Configure AVEVA P&ID…’ button display the Configure Source form.

in the ‘Configuration’ group, to

An input address will point to the name of a required SQL database, Port number and Service name.



Allre le vant value sof th e Addre sswi llb e sup p li e d b y th e syste m sadm i ni strator.

Click the ‘Test Connection’ button to verify connection to the setup ‘AVEVA P&ID PIDRep service’. A valid connection will return a prompt form with the information as shown:

Click the ‘OK’ buttons on both the service connection and ‘Configure source’ forms to eliminate them from view, and return to the ‘Options’ form.


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

In th e e ve nt of an unsucce ssfulconne cti on te st, ori f th e followi ng e rrorm e ssage i sdi sp lay e d, th e n th e se rvi ce can b e m anually starte d from th e wi ndowsSe rvi ce stoolson th e m ach i ne h osti ng th e se rvi ce . Ple ase re fe rto “Ap p e ndi x A”forfurth e rde tai l.

 Ple ase re fe rto Ap p e ndix A forfurth e rde tail. Click the ‘Manage Configuration’ button on the Options form to initiate the first step (Step 1 of 6) of the ‘Compare / Update Configuration Wizard’, and create a new configuration as previously demonstrated.


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Create a new configuration as previously demonstrated.

(Step 2 of 6) Source Element Type. Source: Select the entry ‘AVEVA P&ID’ from the drop down list.

Click on the ‘Login’ button located besides the ‘Source’ pick list, to log in to a listed AVEVA P&ID project. Select the project ‘IPE’.



Th e ‘ Logi n’b utton i sonly vi si b le i f an AVEVA P&ID Proje ct h asnot alre ady b e e n logge d i nto e arli e r.


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Display Name: Enter the text ‘P&ID 001: Pipelines’ in the text field

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Th e AVEVA P&ID p roje ctsli ste d are th ose wh i ch h ave b e e n se le cte d/de fi ne d wi th i n th e PIDRe p ortDataW i nSe rvi ce se tti ngs. Th i sse rvi ce wi llallow acce ssto th e SQL datab ase h oldi ng th e P&ID Data.

The selected AVEVA P&ID project has been pre setup via the integration service, and will be the source of source element types and attributes for mapping, as well as source data.

Click the ‘Select’ button and fill in the details as shown:

Element Type: Select “LINE”

Name Attribute: Select “Line Number” from the available pull-down list.

Unique Attribute: Select “ID” from the available pull-down list.

Click the ‘Next’ button to proceed to the next step.


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(Step 3 of 6) Destination Element Type.

Display Name: Enter the text ‘Engineering Line’ in the text field Click the ‘Next’ button to proceed to the next step.

(Step 4 of 6) Define Rule Set




Project Configuration File: Retain the blank text field. This allows user to select a “Project Configuration” (e.g.%SAMDFLTS%\ModelManagement\Project Configuration.xml), if the advanced rules are required. Rule Set: Retain the blank field.



Th i sallowsuse rsto se le ct th e ap p rop ri ate a Rule Se t i f th e advance d rule sare re qui re d.

Use Advanced Rules: Retain the unchecked checkbox. Restrict this Configuration to Admin Users Only: Retain the unchecked checkbox.


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(Step 5 of 6) Define Source Filter(s) Include a filter, which allows for the population of just pipelines, without inherent branches.

Click the ‘Next’ button to proceed to the next step.

(Step 6 of 6) Define Attribute Mapping(s) Map the attributes as shown:


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Click the ‘Finish’ button to exit the attribute mapping form, and save the configuration. Click the ‘OK’ button on the information prompt to exit the wizard, and return to the ‘Options’ form.

Click the ‘OK’ button on the ‘Options’ form to exit the setup options.

The configuration display name P&ID 001: Pipelines will now be available on the configuration pick list in the ‘Source Selection’ group.

Select the ‘P&ID 001: Pipelines’ entry from the configuration pick list to populate the Compare/Update grid with available pipelines from the selected AVEVA P&ID project.


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All entries are listed as ‘Not Matched’ as they have no matches with objects in the target database.



Th e Advance d confi gurati on m ode cannot b e use d wi th th i sdata source

Update the Engineering database as demonstrated previously, ensuring to create new data beneath the ‘LineTags’ group, in the ‘LineTags World’, ensuring to observe for any reported errors.


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All newly created lines can be displayed on a pre-existing :LineTag based linelist.

Click on the ‘LogOff’ button on the ribbon menu, to disconnect from the current AVEVA P&ID project. Comparisons and updates will no longer be possible.

Click on the ‘LogOff’ button on the ribbon menu, to disconnect from the current AVEVA P&ID project. Comparisons and updates will no longer be possible.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 9.2

View and Highlight Items on Schematic Diagrams and 3D Model in List View

In a List view, items (elements) that are associated (linked) with a schematic diagram and 3D model can be displayed and viewed in Diagram Viewer and 3D Viewer. This user (s) can also highlight changes made to schematic diagram objects between selected sessions on which an item is located. This is described in the worked example below: 9.2.1

View and Highlight Items on Schematic Diagrams in List View- A Worked Example

To illustrate this; close all previous session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username: A.MECHENG; Password: A; MDB: A-TAGS


Select the desired item (P1502A) in a list, and click Diagram in the View group of the View tab and from the pull-down list select View Selected Item on Diagram. Or right-click on the list and select “View Diagram” option from the sub-menu.


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

Th e “View Selected Item on Diagram” op ti on i savai lab le only wh e n th e e le m e nt i sli nke d wi th i ts e qui vale nt i n Sch e m ati c datab ase usi ng Com p are Up date tool.

Alternatively, right-click on the list and select “View Diagram” option from the sub-menu.





Th e “View Diagram”op ti on from th e li st ri gh t-cli ck m e nui s avai lab le only wh e n th e e le m e nt i sli nke d wi th i tse qui vale nt i n Sch e m ati c datab ase usi ng Com p are / Up date tool.

Sch e m ati c Di agram can also b e op e ne d, wh e n i te m sare not li nke d wi th i tse qui vale nt i n sch e m ati c datab ase b y cli cki ng on th e arrow unde rth e Diagram i n th e View group of th e View tab assh own.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The Diagram Viewer form is then displayed with the selected element, in this case “P1502A” highlighted in the diagram.



W h e n th e Diagram Viewer i sop e n, an e x tra tab , Diagram Viewer-Actions, i sdi sp lay e d wi th op ti ons to navi gate th e di sp lay e d di agram .

To display associated or linked 3D item, click “3D” in the View group of the View tab. Alternatively right-click on the list and select “3D” option from the sub-menu.


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Select the “3D Viewer Action” tab to display the 3D Viewer contextual menu. Select the “Equipment & Piping” checkboxes to display the 3D model of the selected element, in this case “P1502A”.

By using the “clipbox slider”, it is possible to see more or less of the surrounding items as highlighted below.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Transparency of surrounding items can be adjusted using the “Transparency Slider” to make the selected item stand out, and to become clearly visible even if it is obscured by other items.



Op ti onsare avai lab le i n th e 3D Vi e we rconte x tualm e nuforwh at ki nd of i te m sto i nclude i n th e 3D Vi ew (Equi p m e nt, Pi pi ng, Structure , Cab li ng, Hange rs& Oth e rs)

To highlight changes made to schematic diagram objects between selected sessions on which an item is located. Select Change Highlighting from the displayed Diagram Viewer-Actions menu.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The Select Diagram and Session to Compare Dialog will be displayed with the diagram name in the Diagram Element text box.



Th e “Select Diagram and Session to “compare” form i sto se le ct di agram e le m e nt and th e de si re d datab ase se ssi ons/orstam p sfrom th e curre nt datab ase .

Select the desired Target from the Select Session dialog and click on the OK button. This will return control to the Select Diagram and Session to Compare and update the Target Session text box.


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Select the desired Base Sessions from the Select Session dialog and click on the OK button. This will return control to the Select Diagram and Session to Compare and update the “Base Session” text box.

Then click on OK button from “Select Diagram and Session to Compare” as highlighted to commence the comparison process. On completion of the comparison process, the resultant diagram.



If th e se le cte d di agram contai nsm ulti p le p age s, e ach p age wi llb e loade d i n se p arate tab wi th i n th e www.aveva.com Di agram Ch ange Hi gh li gh ti ng add-i n wi ndow.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Select “Modified Elements” icon, to highlight modified element (e.g P1502A) between the selected sessions in the Diagram Change Highlight dialog as shown.



New elements and Delected Elements b e twe e n th e se le cte d se ssi onsorstam p scan also b e vi ewi n th e Diagram Change Highlighting di alog. If th e re are no “New elements, Delected or Modified Elements i n th e se le cte d se ssi ons, th e i conswi llb e di sab le d.

Select the “Element” tab in the compare result grid, to view the modified attributes in this case “Area” between the selected sessions.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Select the “Attribute Details” tab in the compare result grid to view the attributes details between the selected sessions.



Th e di sp lay e le m e nt on th e com p are re sult gri d can b e fi lte re d usi ng th e com p are re sult gri d fi lte r. If th e fi lte ri snot di sp lay e d, ri gh t-cli ck on th e gri d and se le ct th e Enable Filtering op ti on. Th e com p are re sult can also b e e x p orte d to Ex ce l, usi ng th e Export To Excel functi onali ty acce sse d from th e gri d ri gh tcli ck m e nu.



Th e attri b ute sth at are use d duri ng th e com p are p roce sscan b e de fi ne d b y use r(s) i f re qui re d.

Diagram Change Highlighting Toolbar Description.

Starts New Comparison - Click this icon to start new comparison

Re-Compare Selected Session – Click this icon to redo the comparison and update results.

Highlight New Elements – Click this icon to highlights new elements. Highlight Deleted Elements – Click this icon to highlights delected elements Highlight Modified Elements – Click this icon highlights modified elements Zoom In - Click the icon to Zoom in to the diagram. Zoom Out - Click the “Zoom Out” icon, Zoom to Fit - Click the “Zoom to Fit” icon, viewer window and maintains aspect ratio.

to zoom out of the diagram. to Fit the diagram to the

Auto Zoom On External Selection - toggles the mode for auto-zoom


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Generate Schematic Models of Equipment Items in a List View

The Schematic Model Viewer allows users to view the contents of the schematic model database independently of diagram layouts. It provides a continuous navigable view of equipment items and the interconnecting networks, independently of which system they belong to or which P&ID they have been drafted on. The section below described how this tool is used.

9.3.1

Generate Schematic Model in a List View – Worked Example

To generate a schematic model from list view data, select the desired item e.g. “P1502A” in “Equipment list” view. Click on Diagram in the View group of the View tab and from the pull-down list select View Selected Item in Schematic Model Viewer from the sub-menu as shown:



Th e “View Selected Item in Schematic Model Viewer”op ti on i s avai lab le only wh e n th e e le m e nt i s li nke d wi th i tse qui vale nt i n Sch e m ati c datab ase .

The “Schematic Model Viewer” form is then displayed. The selected element in this case “P1502A” is placed at the centre of the generated view and the system automatically finds all connections in the database and displays each connection as a graphical sub tree.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 When the “Schematic Model Viewer” is open an extra tab, Model Viewer-Actions, is displayed with options to navigate the displayed diagram.

To display inline items such as valves, reducers, instruments etc, select the Inline Items icon from the Schematic Model Viewer-Actions toolbar.

Alternatively select the “Settings” icon from the “Schematic Model Viewer-Actions” toolbar. Click on the “Show inline” option and click on Apply button to apply the settings and OK button to close the form.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The inline items of Model are then display as shown.

A Schematic Model can be generated if required, when items are not linked with its equivalent in schematic database. To do this, click on the arrow under the Diagram in the View group of the View tab and select “View Schematic Model Viewer” option from the menu that is then displayed.


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AVEVA Engineering (12.1) Tags (User Training) TM-3550 The Select Equipment form is then displayed, Select the required equipment item in this case “P-1502A” from “SCGROUP SCHEMATIC-PIPING-AREA-01” and click on the OK button.

The selected element in this case “P1502A” is placed at the centre of the generated view and the system automatically finds all connections in the database and displays each connection as a graphical sub tree.


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Display Document Links in Lists View – Worked Example

The example below describes how to view, documents and other resources linked to an element. Select the element in a list or in the database explorer and click Linked Documents in the View group of the View tab.

The Linked Documents window is then displayed:



Th e Docum e ntsLi nke d form di sp lay docum e nts, URLsand e -m ai laddre sse scurre ntly li nke d to th e se le cte d e le m e nt.

To open a linked file or URL, or to send a message to an linked e-mail address, right-click on the link in either tab and select Open from the menu that is then displayed as shown below:

Li nke d docum e ntsare organi se d i n th e li nk classe swh i ch are i n turn colle cte d i nto li nk worlds. For m ore de tai lson th i sand h ow to cre ate W orldsand Classe s. Ple ase re fe rto AVEVA Engi ne e ri ng TagsUse rGui de s. www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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AVEVA Engineering (12.1) Tags (User Training) TM-3550 Exercise 6 – Compare/Update/Link

1. From the ‘List and Schedules’ group in the ‘Home’ tab, select ‘Mechanical’ from the category drop down, and open the ‘Mech Tag’ list. 2. Display the ‘Data Management’ ribbon, and select the ‘Compare/Update/Link’ button in the ‘AVEVA Integration’ group, to display the ‘Compare/Update’ form. 3. Click on the now visible ‘Compare/Update Actions’ contextual tab to display its ribbon menu. 4. Select the ‘Design Database’ from the ‘Source Selection’ drop down list. 5. On the ‘Map Element Types’ wizard step, select the ‘Equipment’ from the drop down list, and Map the source type ‘EQUIPMENT’ to the Mapped type ‘:ELECTAG’. 6. From the ‘Attributes Mapping(s) step of the wizard map Design attributes to Engineering attributes 7. Map the design attributes ‘Name’, ‘Description’, and ‘Number’ with the engineering attributes ‘Name’, ‘:DESCRIPTION’, and ‘:TAGNUMBER’ respectively, for the ‘Equipment’ and ‘:ELECTAG’ element types. 8. Refresh the Compare the Design items with the Engineering items, and observe items with attribute changes, matches, and non matches, for Design Equipment (Utilise the ‘Attribute Details’ tab at the bottom of the Compare/Update grid). 9. Accept all required changes and update the databases. Store new :ELECTAG items in the ‘ENGGRP Mechanical Tags’, which is located in the ENGWLD MechanicalTagsWorld. 10. Link and ‘Update the attributes’ of new items, then ‘Unlink’ a number of already linked items. 11. Observe the Compare/Update grid, the Elect Equip list, and also the database explorer for all changes and updates. 12. Run the comparison and updates with a source Electrical data from an AVEVA Electrical, AVEVA Instrumentation and an AVEVA P&ID project if available.


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Chapter 9

10

AVEVA Engineering - Deliverables

AVEVA Engineering allows user (s) to generate a wide variety of fully formatted reports from the database, including key project documents such as:    

10.1

Datasheets. List data e.g. Line Lists Valve Lists, Equipment Lists etc. Ad hoc or departmental report. Engineering Tag Information can also be used in; 2D drawings (P&ID’s) and Isometrics.

Datasheets Deliverables

In AVEVA Engineering datasheets are created based on datasheets templates created in Lexicon by the system administrator. The datasheets documents can be view, edit or exchange with third paties via Excel /Import. The steps listed below describe a basic workflow for datasheets generation.


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Create Datasheet Instance – A Worked Example

AVEVA Engineering allows new datasheets to be created from existing datasheets templates created in Lexicon module by the system administrator. To create a datasheet instance, open a desired List view, in this example open the ‘Centrifugal Pump’ list view from “Pump Datasheets”category.



Forp roje ct wi th out e x i sti ng datash e e t i nstance , use rm ust e nsure th at datash e e t i nstance world (DSIW LD) and group (DSIGRO) are cre ate d b y th e Adm i n Use ri n Engi ne e ri ng Ex p lore r.

From the displayed List View (Centrifugal Pump list view), select the desired item row (P1501A) to enable the Datashee Icon.


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Click “New” option from Datasheet Icon drop-down list.

The “Datasheets” form is then displayed.


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Alternatively double clicking on the “Datasheet” column cell also displays the “Datasheets” form.

Enter the following data in the appropriate “Datasheets” form textboxes.

DatasheetsTemplate: CENTRIPUMP_DST (Selected from drop-down list). NAME: D-1201-Datasheet

Finally, click on the OK button to confirm the settings and open the Datasheets list.


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10.1.2

View/Edit Datasheets

AVEVA Engineering supports two –way data modification that is users are able to view and edit datasheets directly from the List grid View and Datasheet list.

10.1.2.1 Datasheets Data Entry - A Worked Example From the displayed List View (Centrifugal Pump list view), open “P1501A” datasheet by double clicking on the “Datasheet” column cell.


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Click on any cell and type in the data. If the cell has a picklist the user can select a value from the drop-down list. In this example click on the “Manufacturer” cell and enter “Honeywell”.

From the Centrifugal Pump list view, click the “Type” column cell for “P1501A” and enter “Centrifugal Pump”.


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If a cell in the list view has a list value, this is often represented as “radio” button in the datasheet list, to edit the cell, click on the preferred “Radio” button e.g. “Fumes”.

10.1.2.2 Edit Datasheets Units of Measure - A Worked Example In Datasheet list, user can modify or convert units by clicking on any cell with mapped unit of measure and select the appropriate unit from the pull-down list button. In this example, click on the “Pumping temperature PT – Normal Max” cell and enter “100”. Select “Pumping temperature PT” unit cell pull-down list button and select “Kelvin” from the available list.


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The displayed values are automatically converted from degC to Kelvin as shown.

To increase or decrease the precision of the displayed value, click on the “Precision” tab.

10.1.3 Datasheets Issues and Revisions Datasheets revisions works on the standard Status definitions, when a new datasheet is created it is placed under Revision Control and a status definition is assigned to the datasheets elements.



Re vi si on controli sonly ap p li cab le to datash e e tse le m e nts(i nstance ) not th e te m p late s.

The datasheets Status transitions are made using the Status Control form, based on the current selection in the Datasheet Revision list based on datasheet instance elements.

www.aveva.com


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10.1.3.1 Datasheets Issues & Revision - A Worked Example To issue a datasheet: First open the ‘Datasheet Revision’ list view from “Pump Datasheets” category.

Click on the Manage tab as shown. Select the appropriate lifecycle for the displayed list (e.g.Datasheet Revision List) from the “Status Definition” drop-down list in this case (“DSINST: Tag Item Status”)


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Select the Status Graphical Viewer icon the selected lifecycle.

button next to open and review the graphical representation of

Select the desired elements in this case “P1501A-DataSheet”. Click the Edit icon Action group of the Manage tab as highlighted.

in the Status


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The Status – Tag Item Status form display the first stage of status transition for the displayed list which in this case “Allocated [5]”.

To promote the status of the element(s) “P1501A-DataSheet”to the next stage in the lifecycle, select the next Status Value (Working) from the pull-down list and enter “Allocated” in the Comment textbox. Click on OK button to apply the status change.

Alternatively the Status of selected can also be change by clicking “Promote” in the Status Actions group of the Manage tab or select Edit option to promote the element to the next status.


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The Status transition to the “Working” state triggers creation of a new working revision of a datasheet (*).

Promote the status of the element(s) “P1501A-DataSheet” to the Status Value (Issue). The Status transition to the “Issue” state enables the Revision number control.


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Select the preferred the Revision Number. In this example click on “Major” Radio button.

Click on OK button to apply the revision number and the close displayed datasheet.

The displayed ‘Datasheet Revision’ list view “Current Revision” column is automatically updated.


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To open the saved issued Datasheet, click “Open Revision” option from “Datasheet” Icon drop-down list.

From the displayed Datasheet form, select the preferred revision and click on OK button to display the issue datasheet.

The issued datasheet with appropriate revision number is then displayed.


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The issued datasheet also displayed with the appropriate revision mark as highlighted below, if the datasheet template is mapped with revision mark.



Issue d datash e e tsi nstance are not e di tab le . To e di t a datash e e t i nstance th at h asb e e n i ssue d, i t m ust b e de m ote d to a “W orki ng”statusvalue .

10.1.4 Datasheets Publishing Datasheets can be published as Excel files saved to a predefined location and PDF versions of the published datasheets can also be produced. Datasheets can also be published to AVEVA Net in xlxs file format. To do this, configurations for publishing datasheets to AVEVA Net must be setup via the AVEVA NET Gateway setup tool.

10.1.4.1 Datasheets Publishing Configuration - A Worked Example Before datasheets can be published, a number of configuration options such as “Watermark” may be specified if required. This configuration is often setup by system administrator or user(s) with administrative access rights.

In this example login enter AVEVA Engineering-Tags module as TAGSADMIN user with the following details: Username: A.TAGSADMIN; Password:A; MDB: A-TAGS.

Click on the Admin tab and then select the “Configuration” icon in the Datasheet group of the Admin tab.


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Select the preferred Watermark settings from the “Watermark section” of the “Datasheets Configuration” form. In this example leave the Watermark settings unchanged.

10.1.4.2 Datasheets Publishing - A Worked Example To publish datasheets as a PDF data file: Click on the Manage tab and select the displayed Datasheet list. Select “Current Datasheet” from the “PDF Export” pull-down list in the “Import/Export” group of the Manage tab.


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The exported PDF file is saved to a predefined location. Double click on the PDF to open.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 10.1.4.3 Print Datasheets Selected datasheet can be previewed and print. To do this, click on the Project tab and select the Print Datasheet option from Print submenu.

10.1.5 Datasheets Export/Import Users (Engineers) can Export /import datasheet as Excel spreadsheets, to or from vendors or from other departments using the AVEVA Engineering Excel Import capability. Data imported from spreadsheets compared against existing records in the database and all differences between current and data to be imported is highlighted to users enabling acceptance or rejection of the data.

10.1.5.1 Datasheets Export/Import – A Worked Example To export a datasheet, Select the displayed Datasheet list. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. Select the “Current Datasheet” option.


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The exported Excel file is saved to a predefined location. Double click on the Excel to open.


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Open the exported Excel file and change the “Pumping temperature PT – Normal Max” value from “100” to “200” and save the excel file.

To Import the same Excel file into AVEVA Engineering, select the displayed Datasheet list. Click the pulldown arrow button next to the ‘Excel Import’ in the Import / Export group of the ‘Manage’ tab.

www.aveva.com


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Select the “Current Datasheet” from the submenu and click “Import” option.

Select the Excel file and click Open. The imported Excel file is automatically compared against existing records in the database and all differences between current and data to be imported is highlighted to user(s).

The Import processes the selected spreadsheet and displays a detailed list of proposed changes, for example differences between data in the spreadsheets and the current database.


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

Th e i m p ort p roce sscom p are sth e data i n th e sp re adsh e e tsand th e curre nt datash e e t i nstance , th e di ffe re nce sb e twe e n data i n th e sp re adsh e e tsand th e curre nt datash e e t i nstance are th e n h i gh li gh te d. In th i se x am p le th e y are h i gh li gh te d i n y e llow.

Check the “Accept” check box to accept the required changes or updates. In this example check the checkbox for “Maximum Pumping Tempearture” checkbox.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 To update the database with the imported data, click the pull-down arrow button next to the ‘Excel Import’ in the Import / Export group of the ‘Manage’ tab. Select the “Current Datasheet” from the submenu click “Update” option.



Only data wi th th e Accept ch e ckb ox ch e cke d are i m p orte d.

The changes are then applied to the database as shown.


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10.2 Report -Deliverables The Reporting tool in AVEVA Engineering allows user (Engineer) can run a quick report e.g Equipment list, Line list and as well as anykind of ad hoc ordepartmental report on the data in the list view using a predefined templates. The generated report can be previewed and export or print reports in different format such as PDF, HTML etc.

Reporting tool in AVEVA Engineering provides the following reporting facilities:  Quick reports - run on the data in the current list using simple pre-defined templates  Reporting Designer - used to create new reports and report templates.

This section will describe with worked examples how to run a report on the data in the current list

10.2.1 Running Quick Report on the Current List – A Worked Example

To run a report which contains the data displayed in the current list, open the List Views in this case LineList. Click on the Quick Report icon in the Grid Actions group of the Home tab.

The Quick Report form is then displayed as shown.


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Click on the Look In drop-down to select the template location, in this example select “Product” as shown below. Select the desired template (A-4-Portrait) to be used as the basis for the new report as shown:



If y ouh ave alre ady de si gne d a lay out te m p late foruse , th e n se le ct th at lay out Te m p late . Th e se locati onscorre sp ond to th e followi ng folde rs:  Product: %PDMSDFLTS%\Data\Re p orts  Proje ct: %INFO%\Re p orts  Use r: %PDMSUSER%\Data\Re p orts  Browse … to look forlay out te m p late si n an alte rnati ve folde r.

Select Open button from the Quick Report form. If any of the default layout is selected you will then be prompted to confirm if you want the default layout to be applied as shown below;

If ‘Yes’ button is selected, the Reporting Tool will automatically place the fields in your Search Results grid into a system generated table placed directly in your Quick Report and displayed in Preview Tab as shown www.aveva.com below: © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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The Report includes all data from the current list grid. The Quick Report Designer dialog will allow the user to export the report to various file types or print the report.

Forfurth e rde tai ls, on Qui ck Re p ort, Ple ase re fe rto Re p orti ng Use rGui de .

10.2.2 Running Pre-Defined Report – A Worked Example To run a pre-defined report either supplied with the product or created by system adminstrators, click Reports in the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.


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The “Run Reports” form is then displayed. Click on the Look In drop-down to select the template location, in this example select “Project”.

Select the desired Report Definition, in this case “TAGS - Line List” and click the Run button.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 The “Run Report” form of the Reporting Designer is then displayed, from which the report can be printed and/or exported.

Forfurth e rde tai lson Re p orti ng Tool,p le ase re fe rto Re p orti ng Use rGui de .

10.2.3 Print List Data To print the currently displayed list for example “LineList” view:


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-

Click Print > Print List on the Project Menu.

Alternatively right-click on the list and select “Print Preview” from the menu that is subsequently displayed.

The Print Preview form is then displayed.

Select the Print icon from the Print Preview form to print.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 Exercise 7 – Reports and Datasheets Datasheet 1. Create a new datasheet for tagitem “P1501B” using Controlled Volume Pump Template (CTRLVOLPUMP_DST) as shown:

2. Display the newly created datasheet, enter the following records and issue the datasheet with appropriate Revision Number. TagItem P1501B

Attributes Supplier Type Maximum Differential Pressure Rated Differential Pressure

Values Farris Controlled Volumn Pump 50.550 bar 60.130 bar

3. Publish the datasheet as PDF with watermark configurations set to “DRAFT”.

4. Using Excel export tool, export the datasheet to an Excel worksheet and modify the record listed below before re-importing the data

Attribute Rated Differential Pressure

Current Value 60.130

Imported Value 70.00

Report 5. Open “Equipment List” and Run a Quick report on the displayed list.

6. Run a report using a pre-defined Report template “Equipment List (Checked Version)”.


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Appendix A

Appendix A – Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID 10.3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID The following procedure will enable the AVEVA P&ID Reports Data to be available in AVEVA Engineering. A service is used to enable the AVEVA Engineering Tags application to access the AVEVA P&ID Reports Database. It is recommended the service is installed on the machine that hosts the AVEVA P&ID SQL Database, although any server could be used that has access to both the machine that hosts the AVEVA P&ID SQL Database and AVEVA Engineering Tags users can access. There is a light weight AVEVA P&ID middle tier install that is available with the product, and this should be run on the machine that can access both P&ID and Tags as described above. This install is located in a folder called “Middle Tier installation ONLY”, run the installer and select the following PID Reports service component:



Ple ase se e th e AVEVA P&ID Use rand Installati on gui de fori nform ati on on th i sand th e oth e rop ti ons avai lab le


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This will install a service on the machine called “AVEVA PID PIDREPService”:

Ensure this is started and set to an Automatic start-up type. These service then needs to be configured using an application that will have been installed during the install, please ensure this is “Run as administrator” as the file is located in a location protected by Windows:

This application is used to set up the AVEVA P&ID Projects that can be accessed by AVEVA Engineering and also the port the service will run on.



Th e Port i sre qui re d to allow th e AVEVA Engi ne e ri ng m ach i ne to acce ssth e se rvi ce and th e re fore th e P&ID Re p ortsDatab ase , i ti susually a 4 di gi t num b e rand m ay ne e d ap p rovalfrom www.aveva.com th e IT de p artm e nt.


235

AVEVA Engineering (12.1) Tag (User Training) TM3550 This dialog will allow the projects to be selected by pressing the Add button. Then an open dialog will be opened and the PID.PRJ file for the required project can be located and selected.



Th i sp roce sscan take som e ti me

The grid will then populate with the details of the project. Ensure the Save All button is pressed, otherwise the selected project will not be remembered. In the lower section of the window the port the service is running on will be displayed. This maybe blank if this is the first time the service has been run.

Press the Stop Service button, then enter the port number the service should run on and press the Start Service button. Then Exit.

To test the service and ensure the correct data will be available for AVEVA Engineering the client application can be run:


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Here enter the service location, a default is provided to show the format which is as follows: “http://ukchel4348:9005/PIDReportDataService”. The ukchel4348:9005 is the machine name followed by the port number the service is running on, if AVEVA Engineering is on a different machine then localhost should not be used here as the machine name.

Press the Test Service button to check the service can be found and is working.

To see what will be available to AVEVA Engineering press the Get projects button and select the required project. It is possible to restrict the data viewed from the database: 

A Filter on the Tables, this is done using the drop down box, by default All tables will be returned.



If a Table is selected, i.e. EQUIPMENT this can be further filtered by entering an SQL query, i.e. Tag = ‘P’. This will only give equipment items with a type tag of P, i.e. Pumps. Then press the Retrieve Data button.


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Once in select the Compare/Update section and in the Source Selection select AVEVA P&ID from the dropdown list.

The next step is to open the Options:



If th e “Op ti ons”b utton i sdi sab le d (gre y e d out), i t m e ansth e use rdoe snot h ave re qui re d acce ssri gh ts. Any re gularuse rwi th out adm i ni stratoracce ssri gh tsm ust b e a m e m b e rof te am CUADMIN i n orde rto acce ssth e “Op ti ons”b utton. p roce sscan take som e ti me

Here AVEVA Engineering can be pointed to the service that has been configured. In the Options Dialog press the Configure AVEVA P&ID … button, then paste the location of the service into the dialog. The service can then be tested to check the Engineering machine can successfully connect to the service:


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239

Appendix B

Appendix B – Cell Feedback Colours Settings 10.4 Cell feedback colours Cell feedback colours highlight certain actions which have taken place in the cells of the grid on the Compare / Update main grid table. These colours can be modified according to preferences, and default colours can be selected when required. Right click on any column header to display the grid context menu, and select Settings > Feedback Colours to display the ‘Feedback colours’ entries submenu.

Each listed sub menu entry represents actions which can occur for elements present on the Compare / Update grid. It aids with giving a quick / identifiable result on the state of listed grid items. Select the Feedback colour sub entry ‘Linked with No Changes Row Colour…’, to display a colour pallet, from which the default colour for this action can be modified.

The default colour which identifies a grid row of a source element which is linked to a target element, and having no mapped attribute value difference (after a database update) is white. www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Select the ‘Green’ colour from the colour pallet, to change this default colour to ensure that rows of linked elements which have no changes, will be highlighted with the Green colour.

Each colour pallet includes the button ‘Define Custom Colours >>’ which a pallet with a wider variety of colours can be accessed. This offers the customisation of colours choices with a greater colour variety than is available on the basic pallet.

with

Exit the Feedback colour feature by clicking on the ‘OK’ or ‘Cancel’ buttons. All default colours can be reverted back to, by selecting the ‘Reset Default Feedback Colours’ sub menu entry.


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Appendix C

Appendix C – Cell Feedback Colours Settings 10.5 Links Management AVEVA Engineering - Tags can link engineering database items with an existing corresponding 3D and/or Schematic items, to further enable the verification of consistency between engineering and 3D/Schematic data. Links provide a persistent reference between linked corresponding items, and allows for quick reporting on attribute differences after the linked items have been compared. The unlink function reverts any links created between the engineering and corresponding database items. Each link generated by the Tags module is saved as a CYMLNK object which holds information against it. The CYMLNK holds a ‘Deslnk’ attribute which references a linked 3D item, a ‘Schlnk’ attribute which references the corresponding linked schematic item and an ‘Englnk’ attribute which references a corresponding linked engineering item. As CYMLNK objects are generated for linked corresponding items, they can be nested to reflect the hierarchy of the linked items. So linked engineering equipment will have its CYMLNK, with any attached and linked nozzles having its own CYMLNK beneath. CYMLNKs are grouped in a CYMGRP object, which exists beneath a parent CYMWRL (Links world). The CYMWRL must exist in either a Design or Design Reference database (DESI REF DB) for linking to be possible.



“To si m p li fy navi gati on b e twe e n corre sp ondi ng e ngi ne e ri ng, sch e m ati c and 3D ob je cts, th e p rovi si on of th e p se udo attri b ute se nglnk, sch lnk and de slnk, cre ate sdi re ct li nksb e twe e n th e se ob je cts.


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AVEVA Engineering (12.1) Tag (User Training) TM3550 10.6 Mange Links Prior to utilizing the Link features within the Tags module to link engineering items to corresponding Dabacon database items, CYMWRLs will need to be created and appropriately located in a relevant database. It is advised that CYMWRLs be created in Design Reference databases, as access to this database is not restricted by product licencing requirements, so the links contained can be accessed and utilised by database items across different product disciplines. In the Admin module, create a ‘Flagged’ or ‘Reference only’ database, and ensure that it is current on MDBs which are available and can be written to, by Tags users.



Design Reference’ datab ase sare cre ate d just th e sam e way asusualDe si gn datab ase s, b ut wi th th e ‘ Reference Only’ ch e ckb ox ch e cke d, to re stri ct i tsscop e .



Th e cre ate d ‘ De si gn Re fe re nce ’datab ase m ust b e adde d to th e curre nt MDBs. Th e cre ati on of datab ase sre qui re s adm i ni strati ve ri gh tsand acce ss

The ‘Manage Links’ feature can now be used to create a Link world in the created/existing Design Reference database. This feature can also be used to maintain, manage and delete old links world located in other existing Design databases. Click on the ‘Manage Links…’ button on the ‘Options’ form to display the ‘Manage Links’ form, from which the above actions can be performed.


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Tags Training Guide

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