Tags Training Guide

AVEVA Plant

(12.1)

AVEVA Engineering Tags

User Training

Date Revision Description of Revision Author Reviewed Approved

21/09/2011 0.1 Issued for Review 12.1 KI, JB

06/09/2011 0.2 Reviewed KI JB

07/11/2011 1.0 Approved for Training 12.1 KI JB BT

30/11/2011 2.0 Issued with latest copyright KI JB BT

04/06/2012 2.1 Issued for Review 12.1SP2.4 KI -

-08/06/2012 2.2 Reviewed KI JB

11/06/2012 3.0 Approved for Training 12.1.SP2.4 KI JB BT

04/10/2013 4.0 Issued for Review 12.1.SP4.1 KI

07/10/2013 4.1 Reviewed KI JB

11/10/2013 5.0 Approved for Training 12.1.SP4.1 KI JB GC

Updates

All headings containing updated or new material will be highlighted.

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]

This manual provides documentation relating to products to which you may not have access or which may not be licensed to you. For further information on which products are licensed to you please refer to your licence conditions.

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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 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year

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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.

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 FluentTMuser 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.

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

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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

Editing Lists Fields- A Worked Example ... 100

7.1.3.2

Modifying List Layout - A Worked Example ... 103

7.1.3.3

Adding Multi-Level Column to List Field - A Worked Example ... 106

7.1.3.4

Modifying List Sorting Order- A Worked Example... 109

7.1.3.5

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

Compare/Update Configuration Setup - A Worked Example ... 140

9.1.1.2

Comparison by Source Mode - A Worked Example... 147

9.1.1.3

Comparison by Destination Mode - A Worked Example ... 156

9.1.2 Compare / Update Via Advanced Configuration – A Worked Example ... 160

9.1.3 Compare / Update – AVEVA Engineering and AVEVA Instrumentation ... 169

9.1.3.1

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

Example

170

9.1.4 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

Datasheets Data Entry - A Worked Example ... 208

10.1.2.2

Edit Datasheets Units of Measure - A Worked Example... 210

10.1.3 Datasheets Issues and Revisions ... 211

10.1.3.1

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

10.1.4 Datasheets Publishing ... 218

10.1.4.1

Datasheets Publishing Configuration - A Worked Example ... 218

10.1.4.2

Datasheets Publishing - A Worked Example ... 219

10.1.4.3

Print Datasheets... 221

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

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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

 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.

1.3 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 bybold dark turquoise text.

Information the user has to key-inwill be red and in bold.Annotation for trainees benefit:



Additionalinform ation

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1.6 Training Course Setup

Double click on thePlant Engineerdesktop shortcut icon or select,Start > All Programs > AVEVA Plant > Engineer > Engineering 12.1SP4 > Tagsfrom 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

+

+

+

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

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2.2 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 drawings with process information

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2.3 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 3rdparty data source (via Excel) into Dabacon Model databases as shown:



W h e n inte grating b e twe e n two Dab acon datab ase s, it addsth e cap ab ility to link ob je ctsusing th e linking cap ab ilitie ssh are d with AVEVA Sch e m atic 3D Inte grator.

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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.

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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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.

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:

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4.1.2.1 Project Tab

TheProject Tabis 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 asSave WorkandGet Work. To access the Project menu, click on the Projecttab from the AVEVA Engineering-Tags main toolbar as highlighted.

4.1.2.1.1 Save Work

TheSave Work option is used to save any changes made to data made using the AVEVA Engineering-Tags module.

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 theProjecttab and selecting AVEVA Engineering-TagsHelpoption from the sub-menu as shown:

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4.1.2.1.4 Options

The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To open theOptionsform, SelectOptionsfrom theProjecttab 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.

4.1.2.1.5 Modules

TheModulesoption 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 theHomemenu, click on theHometab from the AVEVA Engineering-Tags main toolbar as highlighted.

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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

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 asSave Work, Get Work, Redo and Undoare 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.

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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 selectAdd to Quick Access Toolbaroption 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 theQuick Access Toolbarmain toolbar and selectRemove 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. TheMessage Logwindow is then displayed above the status bar as shown:

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.

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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.

5.1 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 theHometab, 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 datailson List Cate gorie s, p le ase re fe rto se ction 7.

Then select the desired list “Line List” from the available lists and click theOpenicon. 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:



Th e PBS te m p late de finitionsare se tup in Le x icon b y th e sy ste m Adm inistratorsto re p re se nt th e way use rswant to navigate th e irdata.Th e PBS re p lace sth e Datab ase Ex p lore rin AVEVA Engine e ring for e nd-use rs. Datab ase e x p lore rre m ainsin Adm in Tab forAdm in use rsonly .



To close a list, either righ t-click on th e list nam e on itstab and click “Close”, orclick th e X b utton in th e top -righ t corne rof itstab .

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

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

If th e list h asb e e n se t up with out cre ation rule s, th e use rwillonly b e re quire d to com p le te th e Owne r

fie 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 enter56

 In Optional Information Section :

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

Then click on theOKbutton.



To e nab le th e Ok b utton, th e Manadatory Inform ation fie ldsmust b e com p le te d.

5.2 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”.

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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 tails,on h ow to se tup Listsof Value s, p le ase re fe rto TM-3552 - AVEVA Plant (12.1) TAGS (Adm in) guide

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:

Click the ellipsis button, theReference Browserform is then displayed.

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Form ore de tails,on h ow to se tup Re fe re nce attrib ute in a list data, p le ase re fe rto TM-3552 - AVEVA Engine e ring (12.1) Tags(Adm in) guide

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 odify e x isting re cord, use r(s) m ust h ave th e ap p rop riate acce ssrigh 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’

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) with ap p rop riate acce ssrigh t can e nab le /disab le op tion to Re fre sh PBS Ex p lore ron Eve ntsvia th e Proje ct “Op tion”Me nu.

The ‘Zoom’form is then displayed. Enter‘160’in the ‘Custom’ fieldand click theOKbutton



Alte rnative ly th e font size can b e incre ase or de cre ase to ge t a b e tte r ove rvie w of large lists b y clicking th e Z oom -In orZ oom -Out b utton .

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5.3.2 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).

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The “Select All” op tion in th e “Grid Actions” group of th e Hom e tab m ay b e use d to se le ct allrowsin lists.

Click on theEditoption in the Records group of theHometab.Select the ‘Edit Selected Records’option from the pulldown window.TheMulti record editform is then displayed as shown:

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Th e ‘Multire cord e dit’form can also b e disp lay e d b y clicking on th e ‘Edit’icon.

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

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Th e “first re cord”doe snot ne ce ssarily m e an th e first (up p e r-m ost) re cord liste d of th ose se le cte d; it

m e ansth e first re cord th at wasse le cte d wh e n th e se le cte d of m ultip 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.g1*in the Value field as highlighted.

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To se le ct allth e ch e ckb ox e sfore dit, ch e ck th e “Se le ct all”ch e ckb ox . Click theOKbutton 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.

5.4 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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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.

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Use rswith ap p rop riate acce ssrigh t (Adm in Use rs) can e nab le /disab le th e disp lay of “Tim e ”value against de sire attrib ute in th e list vie w via th e List Manage rForm ash igh ligh te d b e low:

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By e nab ling “Date and Tim e ”fie ld in List Manage r, it isp ossib le to disp lay b oth date and tim e inste ad of date only .

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.

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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).

5.5 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.

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Use r(s) m ust claim an e le m e nt b e fore ch anging ore diting it, if th e datab ase claim m ode isse t to e x p licit b y th e Adm inistrator, b ut if th e datab ase claim m ode isse t to im p licit th e claim willb e m ade

autom atically .

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 claim ore dit an e le m e nt th e Use r(s) m ust h ave th e ap p rop riate acce ssrigh 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: A-TAGS and Username: A.PROCENG; Password: A; MDB: A-A-TAGS

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

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Select “B-56” and update “Fluid” attribute value from ‘Hydrocarbon’ to ‘Oil’ as highlighted. Click on the

Save Workicon from Quick Access Toolbar to save any changes made to the data.

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

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Ente rAVEVA Engineering-Tags asPROCENG “A” use rwith th e following de tails: Use rnam e :

A.PROCENG; Password: A; MDB: A-TAGS.

Click on theGetWorkicon 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.

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Th e “Fluid”attrib ute ce llforB-56 isautom atically up date d with th e value from PROCENG user

“B”).Th e b ackground coloursof ce llsindicate d e dite d ce lldata.

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Th e e rrorm e ssage isalso b e disp lay e d in th e statusb arand re corde d in 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 theHome tab to display the menu and select “Show Claim State”icon.

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

Click theOKbutton to dismiss the dialog.

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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.

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If se le cte d e le m e nt orattrib ute group h asalre ady b e e n claim e d anoth e ruse r, th e action willfail. An e rrorm e ssage willb e issue d e x p laining wh y .

Then go back to AVEVA Engineering Tags Session run by PROCENG” user “A”.

Do aGet Workby selectingGet Workicon 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:

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Th e Unit se tsde finitionsare done in AVEVA Le x icon b y th e sy ste m Adm instrator. 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 Tags sessions and enter AVEVA Engineering-Tags module as TAGSADMIN user “A” with the following details: Username: A. TAGSADMIN; Password:

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.

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In Unitssub -m e nu, th e curre nt Unit isse le cte d b y de fault. And If th e unit icon isnot disp lay e d, se le ct th e “Show Units in Column Headers” ch e ckb ox in th e Grid Options group of View tab to disp lay unitsicon

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

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From “Manage Lists”, select the preferred list e.g.”Line List” and click on the lowerPropertiesbutton, the List Managerform will be displayed.

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

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Th e Unit se tsde finitionsare done in AVEVA Le x icon b y th e sy ste m Adm instrator. In List Manage rForm Unit Se tscolum ns, only disp lay UnitSe tsde finitionsnam e sif th e attrib ute h ave ap p rop riate unit dim e nsions.

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Then click on theOKbutton from theList Managerform to Save theFieldssettings and close theList

Managerform. TheManage List formis then displayed as shown:

Finally, click on theOkbutton from theManager Listsform to confirm the settings and close theManage Listsform.

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.

5.6.2 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.

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If “Lines list’ view isp re viously op e ne d, do not re -op e n, sim p ly p roce e d with following ste p sb e low.

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

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

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Th e unitsch ange isonly foruse rp re se ntation, it doe snot affe ct th e p roje ct de fault units

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 thePrecisionoption.

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

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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 ise x am p le , close allp re viousAVEVA Engine e ring-Tagsse ssionsand e nte rAVEVA

Engineering-Tags m odule asPROCENG use rwith th e following de tails: Use rnam e : A.PROCENG; Password: A; MDB: A-TAGS .

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If th e “PROCENG” AVEVA Engineering-Tags se ssion isp re viously op e ne d, do not re -e nte rth e se ssion, sim p ly p roce e d with following ste p sb e low.

If theColumn Summariesicon 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 iconsare only disp lay e d in h e adingsof attrib ute with UDA ty p e Re al.

Click theOKbutton 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 arie s colum ns, unch e ck th e following Average, Maximum and Minimum ch e ckb ox sfrom th e “Select Summaries” form and click th e OK b utton.

5.8 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 clickCopyin the Clipboard group of the Home Tab, Or right-click and select Copyfrom the menu that is then displayed, alternatively press Ctrl+C.

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

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5.8.2 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 selectFill Downfrom the right-click menu.

The selected cells are then automatically updated as highlighted.



To cut th e conte nt of a ce llin th e list, se le ct th e list and click Cut in th e Clip b oard group of th e Hom e Tab , orrigh t –click and se le ct Cut from th e Me nu th at isth e n disp 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.

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Th e Autonaming Se tup form isin th e Admin Toolsgroup of th e Admin Tab . Th e Admin tab isonly disp lay e d if th e use risa m e m b e rof th e TAGADMIN te am . Form ore de tail, p le ase re fe rto TM3552

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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.

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 theEditoption in the Records group of theHometab. From the menu that is then displayed, clickRenameoption.

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

Select the record row “B-1-N” and click on the down-arrow button next to theEditoption in the Records group of theHometab. From the menu that is then displayed, clickAutonamingoption.

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

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5.10 Find and Replace Text in List Data

TheFind and Replacefunction 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 theFINDfield in the Find Replace group of theHomeTab.

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

Click the button with the binoculars symbol next to theFindfield .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 theHomeTab.

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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.

Exercise 2 - Create and Modify Records

1. Open “Linelist” list view and create the following records (B-81,B-82,B-83andB-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 Line Sequence Number Fluid Code

B 81 HC

B 82 HC

C 83 HC

C 84 HC

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

New Record Line Size Fluid Phase Fluid Spec Stress Critical

B-81 200 Liquid Hydrocarbon

A3B

B-82 250 Liquid Hydrocarbon A3B

C-83 80 Liquid /Gas Fuel Oil F1C

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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 Line List Rev

B-81 1*

B-82 1*

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

New Record

Fluid Phase (Existing Value)

Fluid Phase (New Value)

B-81 Liquid Liquid /Gas

B-82 Liquid 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.

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

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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:

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;

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Close allp re viousAVEVA Engine e ring-Tagsse ssions.

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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Click on the“Manage”tab and then select theExcel Importoption 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 clickOpenbutton to display theExcel Interface Wizard- Importdialog.



Ex ce lfile willb e p rovide d b y th e traine r.

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



If Configuration Nam e e x ists; it willb e availab le forse le ction from th e Configuration Nam e drop -down m e nu.

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



Configuration Nam e isnot m andatory , it isonly re quire d if th e use rne e dsto th e save th e Configurationsforfuture use .

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Option Default folder location

Use r C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\<Proje ct>\Data\Ex ce l Proje ct C:\AVEVA\Plant\Proje cts12.1.SP4\<p roje ct>\<p roje ct>dflts\Data\Ex ce l Com p any 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 Vie w(s) Data Mode p le ase re fe rto PDMS De sign Com m on Functionality Use rGuide .

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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.

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W h e re an im p ort file contains m ultip le worksh e e tsth isform allowsth e worksh e e tsto b e im p orte d to th e Engine e ring datab ase . Th e use ralso h asth e op tion to include th e W orksh e e ts to b e im p orte d b y ch e cking th e “Include” colum n ch e ckb ox or e x clude th e worksh e e t from th e im p ort p roce ssb y unch e cking de sire d worksh e e t “Include” ch e ckb ox



Ch e cking th e “Include All” colum n willautom atically ch e ck allth e disp 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, se le ct th e de sire d row and th e n se le ct th e de le te icon to re m ove th e row.

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



Th e “Column and Attribute Configuration” dialog allowsuse rsto sp e cify th e e le m e nt to up date during th e im p ort p roce ss.

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 attrib ute nam e isknown it m ay b e ty p e into th e Attrib ute ce ll. Pse udo attrib ute are not in th e drop

down list and m ust b e ty p e d into th e Attrib ute ce ll.



By ch e cking th e Update All ch e ckb ox , ‘Update’rowsch e ckb ox e sare autom atically ch e cke d. Th is allowe d th e availab le colum nsto b e include d in th e im p ort p roce ss. If som e colum nsare not re quire d th e y could b e e x clude d from th e th e im p ort b y unchecking th e ap p rop riate Update colum n(s).



Le aving th e ‘Up date ’ch e ckb ox unch e cke d willallow th e attrib ute to use d during th e im p ort m atch ing

p roce ssand any diffe re nce willb e h igh ligh te d in th e Accept and Recject Form , b ut willnot up date th e datab ase attrib ute .

Once the required configuration inColumn and Attributehas been completed, click on theNextbutton; the Configuration Optionsform is then displayed.

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



Th e Configuration Op tionsForm allowsre m ove carriage re turn from th e te x t attrib ute s.

To continue click on theNextbutton 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 nam e was p re viously e nte re d in “Ch oose a Configuration”form , th e sy ste m de faultsto th e e x isting nam e .

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



If th e im p orte d data islarge a p rogre ssb ar m ay b e sh own indicating th e p rogre ssof th e datab ase scan.

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Th e Acce p t /Re je ct Form isonly disp lay e d if Ele m e nt Ty p e Data Mode isse le cte d from Ex ce lInte rface

W izard- Im p ort form . Th e form isdisab le d if th e use rse le ctsDatab ase Vie w data m ode .

Select theAccept/Rejecttab to review all the imported data 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.

To start the import process, click theOKbutton 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 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:

Alternatively, click on theCurrent Listfrom 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 caseEQUIP EXPORT TESTand click on theSavebutton to save the file.

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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 theNextbutton.



Configuration Nam e isnot m andatory , it isonly re quire d if th e use rne e dsto save th e Configurations 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 theNextbutton to continue. The “Column and Attribute Configuration”wizard form is then displayed.