Exercise 5 – List Manage
9.1 Compare/Update
9.1.1 Compare / Update - Engineering and Schematic Databases – A Worked Example
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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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 re-populate the grid with data from the source database.
Click on the ‘Yes’ button on the
‘Compare/Update’ prompt form.
Th e ‘Re fre sh ’action up date sth e grid with th e late st orcurre nt instance 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.
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.
‘Re fe rto Ap p e ndix B of th isguide forde tailson th e m anage m e nt of grid Fe e db ack colours
‘Ite m sare ‘Match e d’wh e n th e y sh are sim ilar Nam e sor an attrib ute value asde fine d in th e ‘Nam e Attrib ute ’e ntry of ste p 2 of th e ‘Com p are /Up date Configuration wizard’.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.
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.
‘Re fe rto Ap p e ndix C of th isguide forde tailson Links, and th e m anage m e nt of Links.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)
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).
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.