TM-3650 AVEVA Engineering (14.1) Engineering User Training Rev 2.0

TRAI

NING GUIDE

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AVEVA Engineering (14.1)

Engineering User Training

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Revision Log

Date Revision Description of Revision Author Reviewed Approved

0.1 Issued for Review KI, JB

0.2 Reviewed KI, JB JB

09/06/14 1.0 Approved for Training with AVEVA

Engineering 14.1.0 KI, JB JB GC

05/06/15 2.0 Approved for Training with AVEVA

Engineering 14.1SP1 KI JB GC

Updates

Change highlighting will be employed for all revisions. Where new or changed information is presented section headings will be highlighted in Yellow.

Suggestion / Problems

If you have a suggestion about this manual or the system to which it refers please report it to AVEVA Training & Product Support at [email protected]

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Disclaimer

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Copyright

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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.

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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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1 Introduction ... 8 Aim... 8 Objectives ... 8 Prerequisites ... 8 Course Structure ... 8

Using this guide ... 8

Starting AVEVA Engineering ... 9

2 Overview of the AVEVA Engineering Application ... 11

AVEVA Engineering Concept ... 11

AVEVA Engineering Interdisciplinary Project Data Concept ... 12

AVEVA Engineering deliverables ... 13

AVEVA Engineering (Tags) Integration with AVEVA Products ... 16

3 AVEVA Engineering Basic Workflow ... 17

AVEVA Engineering (Basic) Workflow... 17

4 AVEVA Engineering User Interface Overview ... 21

AVEVA Tags Title Bar ... 21

Tab Menus ... 21 Project Tab ... 22 Home Tab ... 26 Manage Tab ... 26 View Tab ... 27 Admin Tab ... 27

Quick Access Toolbar ... 28

Adding Menu to Quick Access Toolbar – A Worked Example ... 29

Messages ... 29

Project Explorer ... 30

Exercise 1 – AVEVA Tags User Interface – Basic Overview ... 32

5 Create and Edit Lists Records ... 33

Records Creation in List View ... 34

Direct (Manual) Records Creation in List View – A Worked Example ... 34

List Data Entry & Editing ... 37

Direct Data Entry – A Worked Example ... 38

Data Entry Using Lists of Values Fields – A Worked Example ... 38

Data Entry Using Reference List – A Worked Example ... 39

Editing List Data Records ... 40

Single Cell Edit – A Worked Example ... 40

Multi-Records Edit – A Worked Example ... 42

Editing Claimed Records ... 45

Modifying List Columns Units of Measure ... 45

Applying User Defined Units Sets to Columns Headings – A Worked Example ... 45

Changing Column Headings Units of Measure – A Worked Example ... 49

Copying List Data ... 51

Single Cell Copy of List Data – A Worked Example ... 51

Multiple Cells Copy of List Data -A Worked Example ... 52

Auto naming Records ... 53

Applying Auto Naming to Existing Records – A Worked Example ... 53

Find and Replace Text in List Data ... 58

Find and Replace Text in List Data – A Worked Example ... 58

Exercise 2 - Create and Modify Records ... 60

6 Creating \ Editing Records Using Excel Import/Export Tool ... 63

Formatting Excel Import Files ... 63

Excel Worksheet Import – A Worked Example ... 64

Exporting Data to Excel Output ... 74

Exporting Data from Current Lists View – A Worked Example ... 74

Exporting Selected Data from Database to Excel File – A Worked Example ... 75

Exercise 3 - Excel Import / Export ... 81

Add and Change Status of Items in a Lifecycle – A Worked Example ... 83

Status Statistical Report for List Records ... 90

Status Statistical Report for List Records – A Worked Example ... 90

View History of Status Changes for Elements ... 93

View History of Status Changes for List Records – Worked Example ... 93

Highlight Changes between Sessions in a List View ... 94

Highlight Changes between Last and Current Session – A Worked Example ... 95

Changes and History between Selected Sessions – A Worked Example ... 96

View Engineering Items on Schematic Diagrams and 3D Model in List View ... 101

View Engineering Items on Schematic Diagrams and 3D Model in List View - A Worked Example 101 Generate Schematic Models of Equipment Items in a List View ... 105

Generate Schematic Model in a List View – Worked Example ... 105

Display Document Links in Lists View – Worked Example ... 107

Exercise 4 – List Manage ... 108

8 Categories and List Management ... 109

Categories Creations and List Management ... 109

Creating List Categories – A Worked Example ... 109

Adding List to Categories – A Worked Example ... 112

Setting Lists View Properties ... 114

Editing Lists Fields – A Worked Example ... 115

Modifying List Layout ... 118

Modifying List Sorting Settings - A Worked Example... 123

Adding Sub-List Display to List - A Worked Example ... 126

Exercise 5 – Category and List Management ... 129

9 Interdisciplinary Project Data Management ... 132

Interdisciplinary Project Data – Worked Example ... 132

Working User Journey- Worked Example ... 132

Approve User Journey- Worked Example ... 138

Accept User Journey- Worked Example ... 141

Exercise 6 - Interdisciplinary Project Data ... 153

10 AVEVA Engineering – Deliverables ... 154

Datasheets Deliverables ... 154

Create Datasheet Instance – A Worked Example ... 155

View/Edit Datasheets – A Worked Example ... 158

Edit Datasheets Units of Measure - A Worked Example ... 159

Datasheets Issues and Revisions – A Worked Example ... 161

Updating Process Sketches in Datasheets Instance – A Worked Example ... 169

Updating NotePage (Free Cells) in Datasheet Instance – A Worked Example ... 174

Comparing Datasheet Revisions – A Worked Example... 177

Datasheets Export/Import ... 179

Datasheets Publishing ... 185

Report -Deliverables ... 189

Running Quick Report on the Current List – A Worked Example ... 190

Running Pre-Defined Report – A Worked Example ... 192

Print List Data ... 193

Exercise 7 – Reports and Datasheets ... 195

11 Design Reuse ... 196

Exporting Project Data – A Worked Example ... 197

Import Project Data – A Worked Example ... 200

Appendix A – Cell Feedback Colours Settings ... 203

Appendix B – Claimed Objects and Attribute Control ... 206

CHAPTER 1

1

Introduction

This training guide is for use with AVEVA Engineering 14.1. AVEVA Engineering 14.1 is based on the AVEVA Everything3D™ platform, which is visible in the look and feel of the user interface and login screen etc. However, it does not need AVEVA Everything3D™ in order to function.

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.

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.

Objectives

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.

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.

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 in bold red text. Annotation for trainees benefit:

 Additional information

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Starting AVEVA Engineering

Enter AVEVA Engineering 14.1.1 by selecting:

Start > All Programs > AVEVA > Engineer > AVEVA Engineering 14.1.1

The Trainer will provide user names and passwords; a typical example is shown below: Project: ACE

Username: JNR.PROCESS-A

Password: ENG

MDB: ACE_PROC_WORK

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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.

AVEVA Engineering provides Interdisciplinary Workflow functionalityalso known as “Controlled Object Revisioning”; this enables independent concurrent working between disciplines as well as allowing Engineers to be in control of the data they are consuming from other disciplines.

The Interdisciplinary Workflow enables different disciplines to work at different rates with staggered completion times and prevent changes in one discipline being forced on to other disciplines triggering a cycle of change.

The application also provides the capability to:

 Create baseline across the whole project using selected revisions of data from each discipline  Compare, update and link attributes in other AVEVA product databases

 View and change the lifecycle status of elements  View Schematic diagrams, Schematic & 3D models  Manage Datasheets.

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.

Line List

Doc. No. Rev: Project: IPE-033 A01

Rev.Sys.PipeSeq. Pipe Svc.Piping Ins. Ins.Heat From To P&ID Press. Temp. Max. Min.Max.Min.Med. Press. PhaseHT Pipe Stress Paint Insp. PED PED Notes Holds

Code Type No. Size Code Class Cls.Thk. Tr. Temp Length Crit.Code Class Fluid Cat.

Line Grp.

mm barg °C barg barg °C °C barg °C mm

P03 23 L 0001 1400 PV AD200 23L0004, 20L0039 23HJ001 XB-2310-01 0.8 69 10 FV 100 -29Water 15.0 V 9565YES 1 CAT 3

23 L 0003 1800, 1600, 1400

PT AD200 23HJ001 23VG001 XB-2320-01, XB-2310-01 0.4 30 10 FV 100 -29Water 15.0 M 13905 YES 1 CAT 3 1, 3

D02 23 L 0004 1000 PVAD200T_S 01 50 Y 23L0013 23L0001 XB-2330-01, XB-2310-01 0.4 67 10 FV 100 -29Water 15.0 V 10 7895 YES 1 CAT 2 1, 2 23 L 00061600, ₁₄₀₀ PV AD200 23VG001 23KA001 XB-2330-01, XB-2320-01 0.4 30 10 FV 100 -29Water 15.0 V 9990 YES 1 CAT 3 1 23 L 00070400,

0300 PV AD200 01 50 Y 23VG001 23PSV2006A XB-2320-01 0.4 30 10 FV 100 -29Water 15.0 V 10 10450 YES 1 CAT 2 1, 2 23 L 0008 0300 PV AD200 01 50 Y 23L0007 23PSV2006B XB-2320-01 0.4 30 10 FV 100 -29Water 15.0 V 10 2300 YES 1 CAT 1 1, 2 D02 23 L 00090400,

0300 PL BD200 04 30 Y 23VG001 23PA001A XB-2320-01, XB-2340-01 0.4 30 10 FV 100 -29Water 15.0 L 7850 NO 1 SEP 1

23 L 0010 0200 DC AD200 23L0009, 23L0011 57L2301 XB-2320-01 0.1 AMB 10 FV 100 -29Water 15.0 L 6605 NO 1 SEP 1

23 L 0011 0100 DC AD200 23L0010 XB-2320-01 0.1 AMB 10 FV 100 -29Water 15.0 L 1545 NO 1 SEP 1

D02 23 L 0012 1200 PV AD200, AD200T S

23KA001 23HJ002 XB-2350-01, XB-2330-01 2.5 69 10 FV 100 -29Water 15.0 V 15950 YES 1 CAT 2 1 1

D02 23 L 0013 0800 PVAD200T_S 01 50 Y 23L0012 23L0004 XB-2330-01 2.5 69 10 FV 100 -29Water 15.0 V 10 2340 YES 1 CAT 2 1, 2 D02 23 L 00150800, ₀₆₀₀ PVAD200T_S 01 50 Y 23L0012 23PSV3011A XB-2330-01 2.5 69 10 FV 100 -29Water 15.0 V 10 5650 YES 1 CAT 2 1, 2

23 L 00160800,

0600 PV AD200 01 50 Y 23L0015 23PSV3011B XB-2330-01 2.5 69 10 FV 100 -29Water 15.0 V 10 9340 YES 1 CAT 2 1, 2 D02 23 L 0017 0200 PL BD200 04 30 Y 23PA001A 43L2321, 20L0035XB-2340-01, XB-2050-01 2.8 30 10 FV 100 -29Water 15.0 L 11430 NO 1 SEP 1

D02 23 L 0018 0300 PL BD200 04 30 Y 23L0009 23PA001B XB-2340-01 0.4 30 10 FV 100 -29Water 15.0 L 3505 NO 1 SEP 1

D02 23 L 0019 0200 PL BD200 04 30 Y 23PA001B 23L0017, 23L0042 XB-2340-01 2.8 30 10 FV 100 -29Water 15.0 L 4250 NO 1 SEP 1

23 L 0020 0200 DC AD200 23PA001A 23L0021 XB-2340-01 0.1 AMB 10 FV 100 -29Water 15.0 L NO 1 SEP 1

D02 23 L 0021 0200 DC BD200 23L0009, 23L0020 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29Water 15.0 L NO 1 SEP 1

23 L 0022 0200 DC AD200 23PA001B 23L0023 XB-2340-01 0.1 AMB 10 FV 100 -29Water 15.0 L NO 1 SEP 1

D02 23 L 0023 0200 DC BD200 23L0018, 23L0022 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29Water 15.0 L NO 1 SEP 1

23 L 00241400, ₁₂₀₀ PT AD200 23HJ002 23VG002 XB-2350-01, XB-2360-01 1.5 30 10 FV 130 -29Water 15.0 M YES 1 CAT 3 1, 3 23 L 00251200, ₁₀₀₀ PV AD200 23VG002 23KA002 XB-2370-01, XB-2360-01 1.5 30 10 FV 130 -29Water 15.0 V YES 1 CAT 2 1 23 L 0026

0600, 0400, 0200

PV AD200 01 50 Y 23VG002 23PSV6006A XB-2360-01 1.5 30 10 FV 130 -29Water 15.0 V 10 YES 1 CAT 2 1, 2

Press. Temp.

Line Number Location Operating Design Testing

P&ID

Process

AVEVA Engineering Interdisciplinary Project Data Concept

The Interdisciplinary Workflow (Controlled Object Revisioning) is a new feature that has been added to AVEVA Engineering 14.1. The functionality has been designed to enable independent and concurrent working between disciplines. More specifically, it is intended to allow engineers to work to a specification whilst remaining in control of the set of data they are consuming from other disciplines.

This is done by preventing changes in one discipline being forced immediately onto other disciplines and thereby avoiding a cycle of change being triggered between disciplines.This enables an engineer to base their own changes on a consistent set of data. It also facilitates the ability of different disciplines in a project to work at different rates with staggered completion times. This is achieved by revisioning data and using extracts to separate working data from issued data.

Controlled Object Revisioning (COR) allows Engineering to control when Users want to pick up object changes. When objects are released via status control a notification is sent to any users who subscribe to that object. The user, once notified, can elect if and when to adopt that change. This process is implemented using AVEVA’s database (Dabacon) Extract functionality.

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As part of the Inter-disciplinary Workflow, “Baseline” Project Data” can also be created. Baselines allow a

view of all disciplines data to be saved in a particular state. Baselines are used to bring together the correct versions of data from other disciplines to form a consistent set of data that meets a known specification. The Baseline functionality allows each discipline to continue to change data and create new revisions of data without changing the view of a project saved in a baseline. Baselines may be created at any time in a project after the initial project configuration has been defined, and in practice they are likely to be created at key project milestones.



The Baseline functionality work examples are currently not available in this revision of the Training Guidedue further enhancements of this feature.

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

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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 Datasheet

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 Engineering databases, as well as data from AVEVA Instrumentation, AVEVA Electrical and other 3rd _party

data source (via Excel) into Dabacon Model databases as shown:



When integrating between two Dabacon databases, it adds the capability to link objects using the linking capabilities shared with AVEVA Schematic 3D Integrator.

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CHAPTER 3

3

AVEVA Engineering Basic Workflow

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

AVEVA Engineering (Basic) Workflow

1. AVEVA Engineering User Interface Overview.

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

2.Lists Records Creation.

In AVEVA Engineering, list records used in key project deliverables such as Line List, Equipment List etc. can be generated and maintained.

Records can be viewed, created and updated in the grid view via various methods such as:

3. 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 Engineering Tags sessions



Manage List Categories

4. Interdisciplinary Project Data Management.

AVEVA Engineering provides Interdisciplinary Workflow functionality also known as “Controlled Object Revisioning” enables independent concurrent working between disciplines as well as allowing Engineers to be in control of the data they are consuming from other disciplines.

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5. Deliverables

The user can run a quick report e.g. Equipment list, Line list and various kinds of ad hoc or departmental reports on the data in the list view using pre-defined templates. The generated reports can be previewed, exported or printed in different formats 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 the 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

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: ACE

MDB: ACE_PROC_WORK

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

To display the Admin tab, close all existing sessions.

Enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_PROC_WORK.

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.

Save Work

The Save Work option is usedto save any changes made to data made using the AVEVA Engineering-Tags module.

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Get Work

The Get Work optionis 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.

The above commands are quite frequently added as icons to the main menu. See example later in the manual. 4.3.1.

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:



Alternative Online Help for AVEVA Engineering-Tags module can be accessed by clicking on the help Icon from AVEVA Engineering-Tags User Interface.

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 tabas shown:

This menu provides access to number of key functions.

Set Default Units of Measure: Set the default or presentation units of measure used for values in lists, (Only enabled for ADMIN users).

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 being 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: Enables/disables highlight changes after GetWork.

Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from Parent Extract.

Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh from Ancestors.

Autorenaming active on attribute changes: Enables/disables autorenaming on attribute changes. Show database errors on grid: Enables/disables showing database errors on grid.

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Auto Save Work: Enables the ability to have perform automatic Save Work operation on a regular and

controlled basis. There are controls for whether this feature is on or off, the duration in minutes between each Auto Save event, as well as whether a prompt should be displayed to the Engineering user to confirm or cancel the Auto Save.

Modules

The Modules option is used to switch to the Monitor module.

Home Tab

This menu provides access to number of key groups. Click on the Home tab from the AVEVA Engineering main toolbar as highlighted to access the menu.

Project Explorer: Presents database content depending on user needs. It provides relevant navigation and selection, independent of database organisation.

Lists and Schedules: Enables creation, opening and managing lists and list categories. Clipboards: Contains functions to cut, copy and paste data in a list view.

Records: Contains functions to create new records, and edit and delete multiple records in a list. Datasheets: Enables creation, opening and managing datasheets instance.

Grid Actions: Contains functions to select all records 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 run pre-defined reports and to create user defined reports. These are supplied with Tags or created by users in Report Designer.

Find : Enables search operations such as tagged items, Headings and Data Values.

Manage Tab

This menu provides access to a number of groups such as:

Status Control: Contains functions to set status definitions and display a graphical representation of a selected lifecycle.

Status Actions: Contains functions to Promote, Demote, Edit, view graphical representation and view Status History for the selected records.

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Revisions Baseline: Only available if the project is configured to use the Controlled Object Revisioning

capabilities.

Changes: Provides functions to highlight data changes between different selected database sessions and view the column /row history .

Extracts: Provides functions to claim and release data to other users.

Integration: Provides functions to export data to AVEVA NET and Compare/Update/Link the data values from AVEVA Engineering against data held in other AVEVA databases.

Import / Export: Provides functions to export/import data to/from an Excel spread sheet.

View Tab

This tab deals mainly with the grid display modes. It also provides functions to view schematic diagrams and 3D models within AVEVA Engineering application.

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. The “Collections”

options allows for ad-hoc selection of items in the grids to be grouped together under a user defined name. Project Explorer: Open and manage Project Explorer.

Window: Provides functions to view lists displayed in different modes.

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.

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.

Datasheets: Provides functions for datasheets configurations. List Units: Reset list units to default.

Enable Tag Editor: Enable Tag Editor form.

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: Saves any changes made to data.

Get Work: Refreshes 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: Enables user (s) to add database default session comment.

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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 required command, 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 and to remove the added command right-click on the Quick Access Toolbar main toolbar and select Remove from Quick access Toolbar.

Messages

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

Project Explorer

The Project Explorer is a configurable mechanism to be able to display the database in a manner that suites a project or company’s requirements. In this training project we have provided some examples of how this may look.

 Regular project Breakdown  System based

 Document Based  Class based

 System based ( XML)

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In the “VIEW” tab thare is an option to change the way the explorer behaves, primarily to track items in the list against the item in the grid and to automatically refresh the list with new data.

Exercise 1 – AVEVA Tags User Interface – Basic Overview

1. Add the following functionality icons listed below to the Quick Access Toolbar:

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

2. Select the “Customize Quick Access Toolbar” pull-down 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 selecting “Minimize the Ribbon” option

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CHAPTER 5

5

Create and Edit Lists Records

In AVEVA Engineering, 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 list view.

List records can be created and edited in the grid view via various methods as illustrated in diagram. The diagram gives a basic overview of some of the capabilities available for creating and editing list records in AVEVA Engineering. These methods or procedures will be discussed in details and with worked examples in subsequent sessions.

Records Creation in List View

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

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

Close all previous AVEVA Engineering sessions.

Enter AVEVA Engineering-Tags module as JNR.PROCESS user with the following details: Username:

JNR.PROCESS-A; Password: ENG; MDB: ACE_PROC_WORK.

Adding a new record to a list view, first open the desired list, in this case “Line List-- Basic” view. Click on the Home tab, and then select the category (e.g. Process) the list belongs to, from the list of categories pull-down window in the Lists and Schedules group.

Then select the desired list “Line List - Basic” 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:

Click on the “New” button in the Records group of the Home tab.

The Create element information form is then displayed.

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If the list has been set up without creation rules, the user will only be required to complete the Owner field on the “Create element information” Form.

Enter the required information in the fields provided as shown:

In Mandatory Information Section:



In Area Field, select ‘101’ from pull- down window.



In Fluid Code Field, the ‘HL’ from pull-down window.



In Line Number field enter ‘56’

In Nominal Size field, select ‘100’ from pull- down window.



In Service Code select ‘1’

Then click on the NEXT button.

This displays a second form to enter optional data that may be entered now or later.

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The new record is then displayed in the grid and the Project Explorer.

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.

Direct Data Entry – A Worked Example

Data can be added directly to newly created record (100-HL-56-1). This is achieved by single–click on the desired attribute cell and enter the desired value. In this case in ‘Design Temperature Maximum’ field enter “140”.

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

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.

For line 100-B-1, click into the Fluid Code. Select the preferred value (e.g. ‘CN’) from the available pull-down list to update the list data as shown:

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For more details on how to setup Lists of Values, please refer to AVEVA Engineering (14.1) Tags

(Admin) guide.

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 cells are automatically provided with the facility to select values from a reference browser.

The Reference browser form can be accessed by clicking the browse button which is displayed when the mouse cursor is hovered over it as shown: Highlight line 150-A-3.

Click the browse button and the Reference Browser form is then displayed.

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:

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.



User(s) must have the appropriate access right or own the data to modify records.

Single Cell Edit – A Worked Example

Edit a single cell in a list view, for Line “50-CN-25150-A1”. Click on the desired value to select it and change the existing value in ‘Design Temperature Maximum’ field from ’93.33’ to ‘100’’.

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Alternatively user (s) can also use Tag Editor to edit attributes /properties of a single tagged item. The Tag Editor can be accessed from the View tab in AVEVA Engineering main toolbar.

The Tag Editor can also be displayed by selecting the preferred tagged item row in the displayed list view and then click on the Tag Editor option from the context menu.



The Tag Editor option is only available to the end user if enabled in the Admin tab of AVEVA Engineering by user with appropriate administration access rights.

When the Tag Editor Tracking option is on, the grid will update itself to track changing selections in the Project Explorer or a Lists view to display the properties. When turned off, it will continue to display the last selected item.



The end user will only be able to modify their own data via the Tag Editor.

Multi-Records Edit – A Worked Example

Multi-Record Edit allows user(s) to edit multiple records in a list view if required.

This is achieved via the standard window selection method, select the desired row as shown (e.g. left mouse click on the required row plus Ctrl).



The “Select All” option in the “Grid Actions” group of the Home tab may be used to select all rows in lists.

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Click on the Edit option in the Records group of the Home tab. Select the ‘Edit Selected Records’ option from the pull-down window.

The Multi record edit formis then displayed as shown:

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



The “first record” does not necessarily mean the first (upper-most) record listed of those selected; it means the first record that was selected when the selected of multiple records was made.

Click the “Selected” checkbox next to a column to update in this case “Area”, and enter the desired value e.g. 100 in the Value field as highlighted.

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Select all the checkboxes for edit via the “Select all” checkbox.

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Editing Claimed Records

There are flexibilities in the way in which Engineering can be configured and therefore the user must claim an element before changing or editing it and this can happen automatically depending on the database claim mode setting. This is discussed in Appendix-B

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) is only for the user presentation, it does not affect the project default units. AVEVA Engineering also provides the user with the capabilities to apply user defined Unit Sets to List columns. This is described in the worked example below:



The Unit sets definitions are done in AVEVA Lexicon by the system Administrator.

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

In this example, close all previous Process AVEVA Engineering-Tags sessions and enter AVEVA Engineering as user SYSTEM password “XXXXXX” MDB: ACE-PROC-WORK



Users modifying column headings Unit Sets must have the appropriate access right. Open ‘Lines list basic’ list view from Process Lines category.

Click the unit icon button in the ‘Design Temperature Maximum’ column to display default of units of measure.

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In Units sub-menu the current Unit is selected by default. If the unit icon is not displayed, select the “Show Units in Column Headers” checkbox in the Grid Options group of View tab to display unit’s icon.

Click on the Manage icon in the ‘List and Schedules’ group to apply desired unit sets to column headings

or modify existing column headings Unit Sets.

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The List Manager form is then displayed.

From the “Unit Sets” column, click on the pull-down window and select the appropriate Unit Set name, in this case ‘Temperature Unit Set’.



The Unit sets definitions are done in AVEVA Lexicon by the system Administrator. The List Manager Form Unit Sets columns only display UnitSets definitions names if the attributes have appropriate unit dimensions.

Then click on the OK button from the List Manager form to Save the Fields settings and close theList Manager form.TheManage List formis then displayed.

Finally, click on the OK button from the Manager Listsform to confirm the settings and close theManage Listsform.

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

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Changing Column Headings Units of Measure – A Worked Example

Edit a range of “Operating Temperature Maximum” cells for tagged items (100-A-15,100-A-18,100-A-20 and 100-A-320 with some values as shown:

Click the unit icon button in the column heading, and select the desired unit e.g. ‘K’ from the displayed list.

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

Using the ‘Precision’ option allows user to set the number of decimal places required to be displayed. In the

following example this is set from ‘2’ to ‘3’.

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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.

Single Cell Copy of List Data – A Worked Example

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.

Multiple Cells Copy of List Data -A Worked Example

Copy the content of a cell to multiple cells:

Click on the cell with the desired content (e.g. 50-CN-25100-A1 “From” 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.

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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Auto naming Records

Records in a list view can be renamed if required; this can be done by applying auto naming 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.

Auto naming 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.



The Auto naming Setup form is in the Admin Tools group of the Admin Tab. The Admin tab is only displayed if the user is a member of the TAGADMIN team. For more detail, please refer to AVEVA Engineering (14.1) Admin guide

Applying Auto Naming to Existing Records – A Worked Example

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

This is achieved by selecting the desired tagged item e.g.“100-B-2” using the list filter functionality.

Enter values for the attributes Fluid Code(BW) ,System(A), Line Sequence Number(2), Specification(A3B) and Service code(1).



Auto naming rules will fail if the name already exists in the list data or database.

Auto naming rules can also be applied to existing records that are not named according to the current applicable rules.

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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 more than one record row is selected the Rename option is disabled. The “Rename element” form is then displayed with the current value.

Enter the new name /200mm-BW-A-2-A3B-1” and click OK button to apply the change as shown below:

Select the record row “200mm-BW-A-2-A3B-1” 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 Auto Rename option.

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Auto naming rules automatically update the selected record according to the current applicable rules as

highlighted below:



Users with appropriate access right (Admin User) can deactivate Auto-renaming on attribute change in the Project “Option” menu as highlighted below:

Find and Replace Text in List Data

The Find and Replace function enables users to search and highlight list data, values or headings and optionally replaces any text string within a list. This is described in the example below.

Find and Replace Text in List Data – A Worked Example

Find heading text “FROM” within the “Line List” list, enter the text (FROM) to be searched for in the FIND

field in the Find Replace group of the Home Tab.

From the Search icon pull-down list , select the data to search for; (e.g. Headings and Data Values).

Click on the search icon.The first row that contains a match is then highlighted and the cell that contains the match is selected.

Searching for Data Value within the displayed ‘Line List’ list , first enter the desired value text e.g. ‘V1234’ . From the Search icon pull-down list , select the data to search for; (e.g.Data Values).

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Click on the search icon.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.

Exercise 2 - Create and Modify Records

1. Open “Lines List-Basic” list view and create the following 4 records 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:

Area Fluid Code Line Number Nominal Size Service Code 100 HL 400 100 1 101 HL 401 100 1 102 HL 402 50 2 103 HL 403 150 2

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

Fluid Phase Fluid Spec

Liquid /Gas Hydrocarbon A1A Liquid /Gas Hydrocarbon A1A Liquid /Gas Hydrocarbon A1A Liquid / Gas Hydrocarbon A1A

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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 Phase 100-HL-401-1 Liquid 100-HL-402-2 Liquid

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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 the Engineering database. The Import/Export tool also provides the capability to highlight 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

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 format containing Equipment data.

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 all previous AVEVA Engineering-Tags sessions.

In a separate session enter AVEVA Engineering with the following details: Username: JNR.MECH.A

Password: ENG; MDB ACE_MECH_WORK

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

highlighted, use the ‘list’ option.

The “Select File to Import” dialog is then displayed. Navigate to the folder containing the Excel file, select the Excel file (EQUIP LIST IMPORT.xls) and click the Open button to display the Excel Interface Wizard- Importdialog.

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

“Product”.

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



If Configuration Name exists, it will be available for selection from the Configuration Name drop-down menu.



Configuration Name is not mandatory, it is only required if the user needs to the save the Configurations for future use.

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



For details on how to use Database View(s) Data Mode please refer to PDMS Design Common Functionality User Guide.

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

Element Type Configuration”dialog.

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.



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.



Where an import file contains multiple worksheets this form allows the worksheets to be imported to the Engineering database. The user also has the option to include the Worksheets to be imported by checking the “Include” column checkbox or exclude the worksheet from the import process by unchecking desired worksheet “Include” checkbox.



Checking the “Include All” column will automatically check all the displayed worksheet Include

checkbox.



To delete or remove any row, select the desired row and then select the delete icon to remove the row.

Option Default folder location

User C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\USERDATA\<Project>\Data\Excel Project C:\Users\Public\Documents\AVEVA\Engineering\Projects14.1.1\<Project>\<project>

dflts>\Data\Excel

To continue click on the Next button from “Worksheet and Element Type Configuration”dialog to display the “Column and Element Configuration”dialog as shown:



The “Column and Element Configuration” dialog allows users to specify the element to update during the import process.

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.

The “Excel Column” text are automatically mapped to the Engineering database attributes in the “Attribute” cell if the “Excel Column” text match the Engineering database attribute

If no match is established, the data (attributes) contained in the excel import file are manually mapped to the desired Engineering database attributes for each column as shown below:

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If the attribute name is known it may be typed into the Attribute cell. Pseudo attributes are not in the drop down list and must be typed into the Attribute cell.

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By checking the Update All checkbox, ‘Update’ rows checkboxes are automatically checked. This allows the available columns to be included in the import process. If some columns are not required they could be excluded from the import by unchecking the appropriate Update column(s).



Leaving the ‘Update’ checkbox unchecked will allow the attribute to be used during the import matching process and any difference will be highlighted in the Accept and Reject Form, but will not update the database attribute.

Once the required configuration in Column and Element dialog is complete, 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.

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 configuration name was previously entered in “Choose a

Configuration” form, the system defaults to the existing name.

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 the imported data is large a progress bar may be shown indicating the progress of the database scan.

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Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard

window will then be displayedwith 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.



The Accept /Reject Form is only displayed if Element Type Data Mode is selected from Excel Interface Wizard- Import form. The form is disabled if the user selects Database View data mode.

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:

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:

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

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The Summary and Errors & Warnings Tabs on the Import Progress Dialog displays the textual description of the import and a list of import errors respectively.

In this example the error message reported error while evaluation Status Expression.

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.

Exporting Data from Current Lists View – A Worked Example

Export data from current list view to Excel Worksheet File:

Open the list view e.g. “Equipment List-Full List”. Right-click on the list and select the ‘Export to Excel’

option from the submenu as shown:

Alternatively, click onthe Current List from the pull-down list in the Import / Export group of the ‘Manage’

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

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).

Open the list view e.g. “Equipment List-Full 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 Export Interface Wizard” 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

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

Toolbar descriptions:

Deletes the selected rows.

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.

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

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



If the column and Attribute fields (rows) are not completed for any of the displayed element types, a warning message will be displayed if the Next button is selected.

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.

Click the Next button in the Column and Element Configuration wizard to continue. The “Configuration

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To remove leading slash from ‘NAME’, ‘OWNER’, and ‘Reference attributes’. Click on the appropriate

checkboxes. 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.

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

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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Exercise 3 - Excel Import / Export

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

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