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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 in which the user's claim is brought.

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

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

Copyright

Copyright and all other intellectual property rights in this manual and the associated software, and every part of it (including source code, object code, any data contained in it, the manual and any other documentation supplied with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.

All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms and conditions of the respective software licences, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the software is strictly prohibited.

July 2008 © AVEVA Solutions Ltd, and its subsidiaries 2010 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.

The AVEVA P&ID Reports user interface is based on the Microsoft® Office Fluent™ user interface. AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.

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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AVEVA P&ID 12.1 User Guide

Contents

Page

Overview . . . 1:1

About this User Guide . . . 1:1

Overview of AVEVA P&ID . . . 1:1

Interfaces with other Applications. . . 1:2

Features of AVEVA P&ID . . . 1:2

Project Configuration . . . 2:1

Upgrading Pipes and Symbols from old Projects. . . 2:1

Upgrading the Symbol Library . . . 2:1

Upgrading Symbols and Pipes on Drawings . . . 2:2

Project Options Overview . . . 2:5

AVEVA P&ID Project Administration Program . . . 2:6

Introduction. . . 2:6

Project Configuration Category . . . 2:13

VPE Workbench Configuration Category . . . 2:16

Project Database Configuration Category . . . 2:25

P&ID Reports Configuration Category . . . 2:27

Drawing Configuration Category . . . 2:30

Item Types Configuration Category . . . 2:41

Label Types Configuration Category . . . 2:45

Text Styles Configuration Category . . . 2:49

Symbols Configuration Category . . . 2:50

List of Values Configuration Category . . . 2:62

Pipes Configuration Category . . . 2:67

Signal Styles Configuration Category. . . 2:87

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Instruments Configuration Category. . . 2:91

Equipment Configuration Category . . . 2:109

Valves Configuration Category. . . 2:124

Line Fittings Configuration Category . . . 2:138

Nozzles Configuration Category. . . 2:141

Offsheet Connector Configuration Category . . . 2:142

Miscellaneous Configuration Category. . . 2:144

Excel Interface Configuration Category . . . 2:154

Spec Driven Configuration Category . . . 2:156

User Defined Attributes Configuration Category . . . 2:167

User Access Configuration Category . . . 2:175

PDMS Integration Configuration Category . . . 2:176

AI Integration Configuration Category . . . 2:177

AVEVA NET Configuration Category . . . 2:178

AE Integration Configuration Category. . . 2:183

Changing Units on a Project . . . 2:184

Associated Project Configuration Options . . . 2:184

Defining Project Symbols . . . 2:184

Creating a New Symbol . . . 2:184

Upgrading Symbols from Old Projects . . . 2:185

Avoiding Problems when using Client Symbology . . . 2:185

Symbol Utility Programs . . . 2:185

Defining a New Pipe Style . . . 2:189

Defining a New Signal Line Type . . . 2:189

Defining a New Tracing Style . . . 2:195

Customisation Guide . . . 2:195

Introduction. . . 2:195

Start-up Routines . . . 2:195

Explorers . . . 2:198

Right Click Menus . . . 2:198

Toolbars

. . . 2:199

Menus

. . . 2:199

Adding Custom Lisp Routines to AVEVA P&ID . . . 2:199

Adding new multi line styles in AVEVA P&ID . . . 2:200

Running AVEVA P&ID in "Save To Model Mode" . . . 2:201

Auto Save Settings . . . 2:203

Project Profiles . . . 2:204

Complex Linetypes. . . 2:204

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Customising the AVEVA P&ID Tool Palette. . . 2:204

Introduction. . . 2:204

Grouping Palettes. . . 2:205

Creating New Groups and Palettes . . . 2:209

Adding Signal and Process Lines to the Tool Palette . . . 2:210

Adding Symbols to the Tool Palette . . . 2:214

Principles and Concepts . . . 3:1

Good Drawing Practice . . . 3:1

Templates . . . 3:2

Automatic Drawing Configuration . . . 3:2

Pipes and Symbols . . . 3:2

Categories . . . 3:2

Pipe Creation . . . 3:3

Inserting Symbols. . . 3:4

Validation . . . 3:4

The Graphical User Interface . . . 4:1

Explorer Display Options . . . 4:1

Engineering Explorer . . . 4:3

Introduction. . . 4:3

Equipment, Instrument and Pipes . . . 4:4

Unassigned Items. . . 4:6

Context Sensitive Menus . . . 4:6

Searching for Items . . . 4:8

Symbol Explorer. . . 4:9

Introduction. . . 4:9

Using the Symbol Explorer. . . 4:10

Symbol Editor . . . 4:14

Logging On. . . 4:14

Accessing the Symbol Editor . . . 4:14

New Symbol Options . . . 4:15

Using the Symbol Editor. . . 4:16

Closing the Symbol Editor and Updating the Drawing Symbol Library . . . 4:19

P&ID Data Grid . . . 4:21

Overview . . . 4:21

Viewing P&ID Drawing Data. . . 4:23

Assigning Unassigned Items to a Drawing. . . 4:23

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Assigning Sources/Destinations to Page Connectors . . . 4:24

Viewing and Assigning AVEVA Instrumentation and AVEVA Electrical Data . . . 4:24

Viewing and Exporting to a PDMS Schematic Database . . . 4:26

Zooming into an item on the Drawing. . . 4:28

Labelling the Drawing with Data from the P&ID Data Grid. . . 4:28

Configuring the Grid Layout . . . 4:28

Exporting the Grid to an Excel Spreadsheet . . . 4:34

Viewing Item Datasheets . . . 4:34

AVEVA P&ID Tool Palette . . . 4:36

The Drawing Page . . . 4:37

Viewing Pipe and Inline Item Properties. . . 4:37

Drawing Page Menus . . . 4:37

Properties Dialogs . . . 4:42

Modal Properties Dialogs . . . 4:42

Non-Modal Properties Dialog . . . 4:46

AVEVA P&ID Tabs . . . 4:48

Home Tab . . . 4:48

Data Management Tab. . . 4:58

Utilities Tab. . . 4:61

Upgrading AutoCAD Drawings . . . 5:1

Introduction . . . 5:1

AutoCAD Drafting Guidelines. . . 5:1

Upgrading AutoCAD Lines to AVEVA P&ID Pipes, Process Links and Signal Lines. . . 5:1

Upgrading AutoCAD Blocks to AVEVA P&ID Symbols . . . 5:2

Upgrading AutoCAD Text to AVEVA P&ID Labels. . . 5:2

Viewing Upgraded and Un-upgraded Entities . . . 5:2

AutoCAD Drafting Guidelines . . . 5:3

AVEVA P&ID Drawing Upgrade Utility . . . 5:4

Starting the AVEVA P&ID Drawing Upgrade Utility . . . 5:4

Assigning P&ID Item Types and Symbol Data to AutoCAD Blocks . . . 5:6

Assigning P&ID Symbol Names to AutoCAD Blocks . . . 5:8

Assigning P&ID Pipe Types to AutoCAD Line Types. . . 5:11

Assigning P&ID Signal Line Types to AutoCAD Line Types . . . 5:11

Upgrade Procedures in AVEVA P&ID. . . 5:13

Upgrading Lines to Pipes and Signal Lines . . . 5:13

Upgrading Blocks to Symbols . . . 5:18

Upgrading Text to Labels . . . 5:21

Viewing Upgraded Entities . . . 5:25

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Drawing P&IDs . . . 6:1

Quick Guide to Drawing P&IDs . . . 6:1

Creating a New Drawing . . . 6:4

Starting and Exiting AVEVA P&ID . . . 6:5

Titling a Drawing . . . 6:5

Inserting Symbols . . . 6:6

Inserting Unassigned P&ID Database Items . . . 6:7

Inserting Unassigned VPE Workbench Items . . . 6:7

Drawing Pipes and Connections . . . 6:9

Drawing Pipes and Process Links . . . 6:9

Drawing Signal Lines . . . 6:10

Tracing Lines . . . 6:11

Indicating Pipe Flow . . . 6:11

Selecting Multiple Drawing Objects . . . 6:11

Labelling Symbols . . . 6:12

General Information . . . 6:12

Setting Text Options. . . 6:13

Labelling/Editing Non-AVEVA P&ID Text. . . 6:13

Label Inheritance from Owning Pipes . . . 6:13

Labelling Equipment. . . 6:14

Labelling General Valves . . . 6:15

Labelling Inline Fittings (Special Piping Items). . . 6:16

Labelling Pipe Destination Fittings . . . 6:16

Labelling Port Valves . . . 6:17

Labelling Instrument Valves (Control Valves) . . . 6:17

Labelling General Instruments . . . 6:18

Labelling General Instruments - Using Instrument Pattern Labels. . . 6:20

Labelling General Instruments - Panel Reference Labels . . . 6:21

Labelling System I/O Connections, Interlocks and Logic Boxes . . . 6:21

Labelling I/O Rockets . . . 6:21

Labelling Nozzles . . . 6:21

Labelling Miscellaneous Items . . . 6:22

Labelling Assemblies . . . 6:22

Labelling Clouds. . . 6:22

Labelling Pipe Flags . . . 6:22

Labelling Revision Triangles . . . 6:23

Setting Properties Sheet fields to inherit previously entered values . . . 6:23

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Setting Labels to Inherit Values from Drawing Sheet Attributes. . . 6:23

Inserting Symbols with Labels . . . 6:25

Automatic Tagging . . . 6:25

Labelling Pipes . . . 6:26

General Information . . . 6:26

Label Display Options . . . 6:28

Labelling Pipes . . . 6:30

Labelling Pipes with Reducers and Reducing Valves . . . 6:31

Labelling Pipes with Breaks and Inline Breaks. . . 6:31

Adding Pipe Destination Text . . . 6:32

Modifying Pipe Label Fields and Cascading Changes Through a Pipe Run . . . 6:32

Setting Properties Sheet fields to inherit previously entered values . . . 6:33

Setting Labels to Inherit Values from Drawing Sheet Attributes. . . 6:33

Inserting Symbols with Labels . . . 6:34

Automatic Tagging . . . 6:34

Adding User-Defined Attributes . . . 6:36

Label Validation . . . 6:37

Label Validation against Lists of Valid Values . . . 6:37

Label Format Validation . . . 6:38

Label Uniqueness Validation . . . 6:39

Label Validation across all Project P&IDs . . . 6:39

Label Validation against Specifications . . . 6:41

Assemblies . . . 6:42

Typical Items . . . 6:42

Validation . . . 6:43

Sheet-to-Sheet Connections . . . 6:44

Unique identifiers in VPE Workbench . . . 6:44

Typical Item Flag in AVEVA P&ID Output . . . 6:44

Typical Items in VPE Workbench . . . 6:44

Associated Project Configuration Options . . . 6:44

Dynamic Labelling . . . 6:44

Item Labels. . . 6:44

Design Data Templates . . . 6:45

Tables

. . . 6:45

General Editing, Notes and Revision Clouds . . . 6:45

Deleting Items. . . 6:46

Detecting Corrupted Items . . . 6:47

Saving Changes . . . 6:48

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Data Transfer . . . 7:1

Exporting Data to an AVEVA P&ID Reports Database . . . 7:1

Data Validation. . . 7:1

Points to Note. . . 7:2

Transferring Data to and from AVEVA Instrumentation and AVEVA Electrical 7:2

Exporting to AVEVA Instrumentation and AVEVA Electrical . . . 7:2

Importing from AVEVA Instrumentation and AVEVA Electrical . . . 7:3

Exporting to PDMS Schematic Databases. . . 7:3

Importing VPE Workbench Data . . . 7:4

Importing Instrument Tag/Loop Numbers. . . 7:4

Importing Equipment Design Data . . . 7:5

Importing I/O Address Data . . . 7:5

Exporting Data to a VPE Workbench Database . . . 7:6

Data Validation. . . 7:7

Points to Note. . . 7:7

Exporting Data to AVEVA NET . . . 7:8

Exporting to an ISO 15926 File . . . 7:9

Transferring Data to and from Excel . . . 7:10

AVEVA P&ID Procedures . . . 8:1

Preliminary Procedures . . . 8:1

Specifying Project Settings. . . 8:1

Creating Drawings . . . 8:1

Upgrading AutoCAD Drawings to AVEVA P&ID Drawings . . . 8:1

Upgrading Items from old Projects . . . 8:1

Opening a Drawing. . . 8:2

Adding a Title to a Drawing and entering Drawing Sheet Attributes . . . 8:2

Implementing Configuration Changes . . . 8:6

Overview . . . 8:6

Updating Equipment Tags . . . 8:7

Updating PipeTags. . . 8:8

Updating Spec Driven Data . . . 8:9

Convert Project Label Units . . . 8:10

Changing AVEVA P&ID Settings . . . 8:11

Turning Automatic Flow Arrows On and Off. . . 8:11

Turning Automatic Tracing On and Off. . . 8:11

Turning Automatic Breaks On and Off . . . 8:12

Turning the Display of Ports On and Off . . . 8:12

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Selecting the Style of New Pipes . . . 8:13

Selecting the Tracing Style of New Pipes . . . 8:13

Selecting the Style of New Signal Lines. . . 8:14

Inserting Symbols . . . 8:15

Inserting Symbols - General Information . . . 8:15

Inserting Equipment . . . 8:17

Inserting Electrical Equipment . . . 8:19

Inserting Nozzles . . . 8:21

Inserting Valves . . . 8:22

Inserting Instrument Valves (Control Valves) . . . 8:24

Inserting Inline Fittings . . . 8:29

Inserting Instruments (Balloons). . . 8:31

Inserting Flow Elements . . . 8:34

Inserting Miscellaneous Symbols . . . 8:36

Inserting Assemblies . . . 8:38

Inserting Unassigned P&ID Database Symbols . . . 8:40

Inserting Unassigned VPE Workbench Items . . . 8:41

Drawing Pipes and Connections . . . 8:45

Drawing Pipes . . . 8:45

Inserting Unassigned P&ID Database Pipes . . . 8:46

Drawing Process Links. . . 8:48

Changing Pipe Styles . . . 8:53

Applying Tracing to Pipes. . . 8:54

Drawing Signal Lines . . . 8:54

Changing Signal Line Styles . . . 8:55

Breaking Lines . . . 8:56

Merging Pipes, Branches and Signal Lines . . . 8:57

Splitting Pipes and Signal Lines . . . 8:57

Splitting off Branches . . . 8:59

Reversing Pipe and Signal Line Flows. . . 8:60

Adding Pipe and Signal Line Segments . . . 8:61

Merging Pipe Segments . . . 8:62

Deleting Pipe and Signal Line Segments . . . 8:62

Changing the Length of Lines . . . 8:63

Adding Elbows to a Line. . . 8:64

Changing Pipes to Branches and Branches to Pipes. . . 8:66

Changing the Owning Pipes of Branches. . . 8:67

Connecting Pipes to Nozzles and Equipment . . . 8:68

Disconnecting Pipes from Nozzles and Equipment . . . 8:69

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Labelling Symbols and Pipes . . . 8:70

Labelling - General Information . . . 8:70

Labelling Using the Non-Modal Properties Dialog . . . 8:72

Labelling Equipment (with or without Trim) . . . 8:74

Labelling Electrical Equipment . . . 8:79

Adding Equipment Headers . . . 8:82

Labelling Nozzles . . . 8:83

Labelling General Valves . . . 8:86

Labelling Port Valves . . . 8:91

Labelling Inline Fittings. . . 8:93

Labelling Pipe Destination Fittings . . . 8:96

Creating Instrument Loops . . . 8:98

Labelling General Instruments . . . 8:99

Labelling System I/O Connections, Interlocks and Logic Boxes . . . 8:105

Labelling I/O Rockets . . . 8:107

Labelling Revision Triangles . . . 8:110

Creating Pipe Groups. . . 8:114

Labelling Pipes . . . 8:116

Labelling and Connecting Pipe Flags. . . 8:122

Labelling Reducers. . . 8:128

Labelling Breaks and Inline Breaks . . . 8:133

Adding Pipe Destination Text . . . 8:135

Labelling with Data from the P&ID Data Grid . . . 8:138

Refreshing P&ID Data Grid Labels. . . 8:140

Editing Non-AVEVA P&ID Text . . . 8:140

Labelling Typical Items. . . 8:141

Replacing Tags with Tags in the Automatic Tag Format . . . 8:143

Setting a Pipe Label as the Main Label . . . 8:144

Changing the Association of a Pipe Label . . . 8:146

Adding Notes to Items . . . 8:147

Globally Editing Labels. . . 8:148

Setting Symbols to Inherit Label Data from a Manually Selected Pipe . . . 8:151

Switching off Label Data Inheritance from Pipes . . . 8:152

Labelling Items with UDAs . . . 8:152

Removing UDAs from Symbols . . . 8:154

Modifying Drawings . . . 8:156

Copying Drawing Objects and Labels . . . 8:156

Moving Drawing Objects . . . 8:162

Mirroring Drawing Objects . . . 8:164

Stretching Drawing Objects . . . 8:165

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Rotating Drawing Objects. . . 8:167

Deleting Drawing Objects. . . 8:168

Exchanging Individual Symbols . . . 8:169

Exchanging Symbols Globally . . . 8:171

Moving Items to the Non-Plot Layer . . . 8:171

Drawing Revision Clouds . . . 8:172

Changing the Colours of Multiple Items . . . 8:173

Data Transfer . . . 8:183

Checking for Corrupted Items . . . 8:183

Exporting Data to a P&ID Reports Database . . . 8:183

Connecting to a P&ID Reports Database. . . 8:187

Opening a P&ID Reports Database . . . 8:188

Synchronising Data with a VPE Workbench Database . . . 8:189

Synchronising Multiple Drawing Data with VPE Workbench . . . 8:199

Connecting to a VPE Workbench Database . . . 8:200

Disconnecting from a VPE Workbench Database . . . 8:201

Labelling with VPE Workbench Data . . . 8:202

Inserting Tables of VPE Workbench Data . . . 8:204

Refreshing VPE Workbench Data . . . 8:205

Transferring Data from AVEVA Instrumentation and AVEVA Electrical. . . 8:206

Transferring Data to PDMS Schematic Databases . . . 8:208

Publishing Data to AVEVA NET . . . 8:209

Exporting Data to ISO 15926 Files. . . 8:210

Exporting Data to Excel . . . 8:212

Editing P&ID Data in an Excel Spreadsheet . . . 8:215

Importing Data from Excel . . . 8:218

Exporting Symbols . . . 8:223

Utilities

. . . 8:226

Creating Assemblies . . . 8:226

Regenerating the Drawing . . . 8:228

Creating Item Associations. . . 8:228

Show Associations between Items. . . 8:229

List Item Details . . . 8:230

Assigning a New Branch Id to a Pipe . . . 8:232

Viewing and Editing Pipe Entity Sequences. . . 8:232

Deleting Error Blocks . . . 8:235

Recovering Project Configuration Settings. . . 8:235

Appendices . . . 9:1

AVEVA P&ID Files . . . 9:1

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PID.MLN

. . . 9:1

Output File Format . . . 9:8

Drawing Details - .drg file . . . 9:8

Equipment Information - .equ file . . . 9:9

Nozzle Information - .noz file . . . 9:10

Instrument Loops - .ilp file . . . 9:10

In-Line Non-Valves - .inv file . . . 9:10

Process Connected Instrument Information - .ipc file. . . 9:12

Remote Instrument Information - .irm file . . . 9:13

In-Line Valves Information - .ivl file . . . 9:14

System Output Information - .isy file . . . 9:15

Pipe Information - .pip file. . . 9:16

Pipe Item Information - .pit file . . . 9:16

Notes Information - .nte file . . . 9:17

Link Connectivities Information - .con file. . . 9:17

User-Defined Attributes Information - .usd file . . . 9:17

Valve Port Information - .por file. . . 9:18

Monitor File - .mon file . . . 9:18

AVEVA P&ID Item Types and Label Types . . . 9:18

Pipes, Trim and Process Links Item Types . . . 9:18

Signal Line Item Types. . . 9:18

Tracing Item Types. . . 9:19

Symbol Item Types. . . 9:19

Label Types . . . 9:21

AutoCAD Defaults set by AVEVA P&ID . . . 9:24

The ISO15926 (Version 3.2.0) Schema Specification . . . 9:25

Introduction. . . 9:25

XML Model Details . . . 9:25

Shared Attribute Definitions . . . 9:28

Element Definitions . . . 9:31

The ISO15926 (Version 3.3.3) Schema Specification . . . 9:94

Introduction. . . 9:94

Model Details . . . 9:94

Shared Attribute Definitions . . . 9:100

Element Definitions . . . 9:102

Format of the Excel Interface Spreadsheet . . . 9:173

The Spreadsheet Formats . . . 9:173

Item Worksheets . . . 9:173

Drawing Data Worksheets . . . 9:174

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NEW Fields . . . 9:174

Insertable and Updateable Fields. . . 9:174

Validated Rows . . . 9:175

Setting up AVEVA P&ID to Connect with VPE Workbench . . . 9:176

Installing the VPE Middle Tier . . . 9:176

Configuring the AVEVA P&ID Client . . . 9:179

Synchronising. . . 9:180

Batch Loading data to VPE Workbench . . . 9:181

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1

Overview

1.1

About this User Guide

This user guide is for AVEVA P&ID 12.1.

The sections of the guide, and their content, are as follows:

Overview

An overview of this user guide and of AVEVA P&ID.

Project Configuration

Information on the configuration requirements at the start of a project, and those that may be necessary from time to time during the project.

Principles and Concepts

Recommended drawing practices and background information on the operation of AVEVA P&ID.

The Graphical User Interface

Information on the Engineering and Symbol Explorers, drawing page features, toolbars, menus and other aspects of the GUI.

Upgrading AutoCAD Drawings

Procedures for using the AVEVA P&ID Drawing Upgrade Utility and AVEVA P&ID facilities to upgrade “dumb" AutoCAD drawings to "intelligent" AVEVA P&ID drawings.

Drawing P&IDs

A guide to the generating P&IDs, with links to the appropriate detailed procedures.

Data Transfer

Information on transferring data to and from AVEVA P&ID.

AVEVA P&ID Procedures

Step-by-step instructions on carrying out AVEVA P&ID procedures for creating, editing, and exporting data from P&IDs.

Appendices

Data on commands, file formats, item and label types, and the AutoCAD defaults used by AVEVA P&ID.

1.2

Overview of AVEVA P&ID

AVEVA P&ID is an AutoCAD 2011 (64-bit) based application that enables the creation of intelligent P&IDs quickly and accurately. As a user inserts engineering symbols, and draws flow lines in AVEVA P&ID engineering intelligence is embedded in the AutoCAD drawing that identifies the items and the connectivity between them. Engineering tag information or labels, such as Equipment, Pipeline and Instrument identifiers can be added as the items

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are created, or later to suit the progressive development of P&IDs and the engineering data available at the time.

The AVEVA P&ID Graphical User Interface (GUI) comprises a project explorer displaying lists of the Lines, Equipment and Instruments on the drawing, plus symbol libraries, customised menus and toolbars and properties dialog style dialog boxes for entering engineering tags or labels, which integrate smoothly with the AutoCAD display and software.

Information is validated online as it is entered into AVEVA P&ID by a conformance check against validation lists.

1.2.1

Interfaces with other Applications

AVEVA P&ID Reports is an engineering database fully integrated with P&ID. Item data can

be exported to AVEVA P&ID Reports from P&ID drawings. AVEVA P&ID Reports can be used to add to, edit and manage this data between imports from AVEVA P&ID, use this data to create custom reports and queries in Excel, and to manage pipes that span multiple P&IDs. Data in a P&ID Reports database can be viewed in the P&ID Data Grid and used to label drawings.

Data can be saved directly into PDMS Schematic databases in the AVEVA PDMS

Schematic Model Manager. Feedback from such PDMS load activities is captured and

displayed in the P&ID user interface. The content of a Schematic database can be viewed in the P&ID Data Grid and the data used to label drawings.

AVEVA P&ID can export instrument data and electrical equipment data to AVEVA

Instrumentation (AI) and AVEVA Electrical (AE), and drawings containing the exported

data can be viewed in the AI and AE core applications. A stockpile of Instruments created in AI and equipment created in AE can be viewed in the P&ID Data Grid and can be inserted into the P&ID drawings, and item data used to label drawings.

Engineering tag information and connectivity from each drawing can be synchronised with data in AVEVA VPE Workbench, where the engineering items are automatically created or revised.

As data is transferred from the P&IDs to VPE Workbench a logical Plant Connectivity Model (PCM) is created and maintained automatically, that identifies all the Lines, Equipment and Instruments on the project and the Line connectivity between items and the ownership implied by the P&ID connections. Once the PCM has been populated engineers can review the P&ID changes and Issue this information for detailed engineering, where the P&ID data forms the basis of their engineering datasheets, project reports, and schematics.

Once detailed engineering design data has been entered into VPE Workbench and Released by other groups of engineers, this data can be referenced, displayed on the P&ID and automatically updated when it changes. This ensures data consistency between the design information and the drawings.

1.3

Features of AVEVA P&ID

AVEVA P&ID provides the designer with a flow diagram development system which has the following features:

• A Graphical User Interface (GUI) that includes and supports the Microsoft Office 2010 Fluent User Interface. Familiarity with the GUI enables users to concentrate on the features provided and hence reduce the learning periods.

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• Fast Performance and Graphical Creation. When each entity is placed on a flow diagram by AVEVA P&ID, it is assigned an engineering type reference which determines its 'behaviour' (new items are assigned a type reference at the outset). • Both object driven (select object(s) then select command to apply to object(s), and

command driven (select command then object(s) to which the command is to be applied) methods of drawing can be utilised.

• Intelligent 'labels' as engineering item tags are overlaid on graphics. The 'labels' can be added to items as they are created or later when project data becomes available, hence preventing bottlenecks in flow diagram production.

• Online validation of intelligent labels as they are placed on the flow diagram from project data entered into VPE Workbench and exported, or by manually created project validation lists. It is possible to export the validation files from VPE Workbench if the flow diagram data is to be loaded back into that database.

• Project specific configuration including layer/level, line styles, symbol sets, tag formats and colour, allows conformity to client standards.

• Items that logically reside together (for example, items of equipment with nozzles) are associated together when placed by AVEVA P&ID.

• Data security is provided through AutoCAD's extensive programming capabilities and cannot be accessed without an application to do so.

• AVEVA P&ID can co-exist with AutoCAD with no change to the setup parameters for the underlying CAD software.

• Data can be transferred from P&ID drawings into AVEVA P&ID Reports databases where it can be edited and managed, and used to produce a range of reports in Excel format. Data in a P&ID Reports database can be viewed in the P&ID Data Grid and used to label drawings.

• Data can be saved directly into PDMS Schematic databases in the AVEVA PDMS Schematic Model Manager. The content of a Schematic database can be viewed in the P&ID Data Grid and the data used to label drawings.

• AVEVA P&ID can export instrument data to AVEVA Instrumentation (AI), and drawings containing the exported instrument data can be viewed in AI. Instruments created in AI can be viewed in the P&ID Data Grid and can be inserted into the P&ID drawings, and instruments data used to label drawings.

• AVEVA P&ID can export electrical equipment data to AVEVA Electrical (AE), and drawings containing the exported equipment data can be viewed in AE. Electrical equipment created in AE can be viewed in the P&ID Data Grid and can be inserted into the P&ID drawings, and equipment data used to label drawings

• Ability to work online with the VPE Workbench for two-way data transfers enabling flow diagram information to be exported to VPE Workbench and Pipeline, Instruments and selected Equipment design information can be referenced from the database onto the flow diagram for display and data consistency.

• Ability to work offline with the VPE Workbench database. P&IDs can be edited offline from the database and synchronized back into the project by connecting to VPE Workbench at any time.

• Data can be transferred automatically to an SQL database when it is entered or edited, or “manually” synchronized.

• Data can be exported to Microsoft Excel spreadsheets, where it can be edited. The edited data can then be imported back into AVEVA P&ID.

• Easy substitution of client symbols with no naming restrictions.

• Ability to read in client drawings/designs or to scan them for use as backgrounds. • Ability, in conjunction with the AVEVA P&ID Drawing Upgrade Utility, to upgrade "dumb"

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2

Project Configuration

2.1

Upgrading Pipes and Symbols from old Projects

A revised version of pipe lines that improved the performance and usability of the application considerably was introduced with AVEVA VPE P&ID 7.2 SP3.

For projects developed using previous versions of AVEVA P&ID, an upgrade of the pipes and symbols on the project drawings is required before the drawings can be used in AVEVA VPE P&ID 7.2 SP3 or AVEVA P&ID 12.0 or later.

It is mandatory to verify that all the pipes are valid in 7.2 SP2 (or previous 7.2 versions) before executing the upgrade process. This validation process can be executed by using the command “net validate all”.

It is also mandatory to Synchronise (see 8.8.5: Synchronising Data with a VPE Workbench Database) each of the legacy drawings to be upgraded, using the legacy version machine.

This process must be successful and the output files generated must be kept in the Project Area (e.g. …\Vantage\...).

All the project files must then be copied to the 12.0 or later machine where the upgrade process will be continued.

Once the files are copied to the 12.0 or later machine, the project must be upgraded using the Project Wizard in the normal way. This process does not upgrade the pipes and the symbols but it upgrades the project from the legacy versions to the latest version.

The next steps are to upgrade the symbol library, and then run the AVEVA Legacy Project Upgrade Utility to upgrade the symbols and pipes on the project drawings.

2.1.1

Upgrading the Symbol Library

The upgrade procedure for symbols in the project symbol library is as follows:

1. In 7.2 SP3 and 12.0 or later, all symbols in the symbol must have ports. To upgrade the symbols in the symbol library by adding ports, access the Symbol Explorer, right-click on the lower pane and select the Upgrade Ports from the menu that is then displayed. Each project symbol is then upgraded in turn. Wait until the process is finished.

Note: Only the symbol files located in the \PMETSYM (Metric projects) or \PIMPSYM

(Imperial projects) symbol folders, or in sub-folders in these folders, are included in the upgrade.

Note: If single connection symbols are included in the upgrade, it is recommended that

they are checked afterwards to ensure that ports have been placed on the correct sides of the symbols. It is not always possible for the upgrade routine to detect which this is.

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2. A log file is created in the project symbol folder that contains lists the symbols that were correctly upgraded, any errors that occurred, and warnings that single connection symbols were upgraded (and therefore should be checked). For example:

[C:\Aveva\P&ID\PROJECT\IPE\Autocad\Pmetsym\NV.DWG] [VLV]

succesfully upgraded

Error: Symbol not found in project area [WEVA]

Warning: Symbol with single insertion point

[C:\Aveva\P&ID\PROJECT\IPE\Autocad\Pmetsym\Line

Fittings\FLAG2.DWG] [PFL]

The log files are best viewed in WordPad.

3. To manually upgrade symbols, use the Symbol Editor.

2.1.2

Upgrading Symbols and Pipes on Drawings

1. Once the symbol library has been upgraded, the existing symbols and pipes on the projects can be upgraded from the revised symbol library. This is done using the AVEVA P&ID Upgrade Utility.

Note:

• If upgrading symbols in a legacy project, the drawings must first be synchronised (see 8.8.5: Synchronising Data with a VPE Workbench Database).

The output files generate by the synchronisation process must be available in the AVEVA Data Path directory.

• The project .PRJ file must be available for selection (see below).

• The INST.VAL, EQUIP.VAL and PID.SYM must be available in the Validation directory.

• It is recommended that the upgraded symbols are tested in an empty drawing before proceeding to edit real project drawings.

Select AVEVA > P&ID > AVEVA P&ID Upgrade Utility > AVEVA P&ID Project Upgrade from the Programs menu.

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The AVEVA Legacy Project Upgrade dialog is then displayed.

2. In the Select Input Folder field, enter the folder in which the drawings to be upgraded are located, or press the Browse button and browse for the location. The full location and file name of each AVEVA P&ID drawing in the selected input folder is the listed in the dialog.

3. In the Select P&ID Project File field, enter the location and file name of the configuration file (.PRJ) of the P&ID project associated with the drawings, or press the

Browse button and browse for the file.

4. In the Select Output Folder field, enter the folder in which the upgraded drawings are to be placed, or press the Browse button and browse for the location.

5. The utility may optionally be used to export data from drawings to XML files in ISO 15928 format. This data can subsequently be imported into AVEVA PDMS using Schematic Model Manager.

If this is required, check the ISO 15926 checkbox.

6. In the Select ISO Output Folder field, enter the folder in which the XML files are to be placed, or press the Browse button and browse for the location.

7. Select ISO 15926 schema version to be used, either 3.2 or 3.3.

8. If all the P&ID drawings found in the input folder are to be upgraded (and optionally have data exported from), select the Select All checkbox. If only certain drawings are to be upgraded and exported from, check or uncheck the Select File checkboxes for the individual drawings as required.

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10. When a drawing has been processed successfully, a green tick is displayed in its

Progress field. A red cross is displayed if the drawing is processed with errors. 11. To stop the operation, select the Cancel button.

12. Once a drawing has been processed, details of errors and warnings an be viewed by selecting its View Log File button.

13. Close the utility by selecting the Exit button.

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2.2

Project Options Overview

AVEVA P&ID can be configured to suit project requirements by means of project options. These options are contained within the project catalogue file, <project>.prj, which resides in the working directory of the current project. The options in this catalogue are modified using the AVEVA P&ID Project Administration Program.

Project specific configurations can be established for directory paths, project numbers and units, pipe thickness and styles, and many others.

Most changes in the project configuration are applied to an existing drawing when it is loaded into the drawing editor, or when the Refresh Settings option in the AVEVA P&ID Group of the Home Tab is selected. See 8.2: Implementing Configuration Changes.

Some configuration changes, those that would significantly slow down the opening of drawings, must be triggered by the user after the drawing has opened.

Theoretically, changes can be made to the project catalogue configuration right up to the point of data synchronisation with VPE Workbench although this is undesirable. If several drawings have been created and such a change occurs, it is advisable to write a simple script file which loads each drawing, saves it, and unloads it.

Warning: Changes made to project options should be authorised in advance and the details documented, as these affect all other AVEVA P&ID users and can also affect work already completed.

If changes made to the project configuration result in configuration conflicts that prevent a drawing from loading, use the Recovering Project Configuration Settings procedure to resolve this problem.

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2.3

AVEVA P&ID Project Administration Program

2.3.1

Introduction

AVEVA P&ID can be configured to suit project requirements by means of various options set using the AVEVA P&ID Project Administration program. See 2.2: Project Options Overview

for an overview of the use and impact of these options.

Most changes in the project configuration are applied to an existing drawing when it is loaded into the drawing editor, or when the Refresh Settings option in the AVEVA P&ID Group of the Home Tab is selected.. See 8.2: Implementing Configuration Changes.

If changes made to the project configuration result in configuration conflicts that prevents a drawing from loading, use the Recovering Project Configuration Settings procedure to resolve this problem.

The AVEVA P&ID Project Administration program is a separate application from AVEVA P&ID. It can be opened from the Project Administrator option in the AVEVA P&ID Group

of the Home Tab, or from a shortcut on the Programs menu (e.g. AVEVA Plant > Engineer > P&ID 12.1 > Projects > [Project Name] > Project Administrator [Project Name]), or from a desktop shortcut:

The LogIn dialog is displayed:

Enter the project login details for accessing the Administration program and press the OK button (these are set when the project is installed/upgraded but can be amended using the

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The password used if the Login as Administrator with password (SQL Server Security) option is selected is set using the User Access Configuration Category of the Administration

program.

The following is then displayed:

The File menu consists of the following options:

Save: Saves project file settings for the current project. A toolbar button is also available to perform this function.

Open: Used to browse for and open another project. Project settings are stored in files with a suffix of .PRJ. A toolbar button is also available to perform this function. If a project is already open it must be closed by using the Close option.

Close: Closes the settings dialogs for the current project.

Recent: Displays a list of recently opened projects. Double-click on a project to switch to it. If a project is already open it must be closed by using the Close option.

Help: Opens a sub-menu from which the online help and "About" information can be opened.

Application Event Log: Displays a dialog in which application events are listed. • Exit: Exits the application.

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Project Catalogue Editor Dialog

Display the settings of a project by clicking the File tab (click on the File tab again to return to the File menu). The following is then displayed:

The dialog box consists of two distinct sections: • The Explorer

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The Explorer is used to navigate to the different Configuration Categories for which settings and data are to be configured.

Each Configuration Category is concerned with a different aspect of the project configuration. For example, Item Types, Signal Styles, Equipment, etc.

For some Configuration Categories, e.g. Drawing, information sub-categories are available, e.g. Grid, Labels and Layers etc. Expand or close a Configuration Category by clicking on the +/- boxes. For example:

As well as by using the Explorer, Configuration Categories may be selected from a menu accessed by clicking the title of the current Configuration Category.

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Following selection of a Configuration Category, the relevant data and configuration parameters are displayed in the application pane.

The fields, checkbox etc in the application panes are used to change project settings. The majority of displayed data may be amended, and is validated on data entry where applicable.

Tables of data associated with a Configuration Category are displayed in grids. Grids are provided with standard facilities for grouping data by columns, pinning rows, re-ordering columns and filtering the displayed data (similar to those of the P&ID Data Grid - see 4.5.9: Configuring the Grid Layout).

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These buttons provide the following functions:

• To create a new record in a grid, use the button. A dialog is then displayed in which the unique identifier of the record must be entered. The new record is then added to the grid.

• To move up and down the list of rows in order to edit existing entries, use the and buttons.

• To delete a row, scroll to the row in question and select the button.

• To copy a row, scroll to the row in question and select the button. As each record must have a unique identifier, a dialog is then displayed in which the unique identifier for the record copy must be entered. The copied record is then added to the grid as a new row.

• To rename a row, scroll to the row in question and select the button. A dialog is then displayed in which the new unique identifier of the record must be entered.

Not all these button are active for every grid. Some are not applicable for some grids and are disabled.

The Configuration Categories are as follows: • Project Configuration Category

VPE Workbench Configuration Category

Project Database Configuration Category

P&ID Reports Configuration Category

Drawing Configuration Category

Item Types Configuration Category

Label Types Configuration Category

Text Styles Configuration Category

Symbols Configuration Category

List of Values Configuration Category

Pipes Configuration Category

Signal Styles Configuration Category

Tracing Configuration Category

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Equipment Configuration Category

Valves Configuration Category

Line Fittings Configuration Category

Nozzles Configuration Category

Offsheet Connector Configuration Category

Miscellaneous Configuration Category

Excel Interface Configuration Category

Spec Driven Configuration Category

User Defined Attributes Configuration Category

User Access Configuration Category

PDMS Integration Configuration Category

AI Integration Configuration Category

AVEVA NET Configuration Category

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2.3.2

Project Configuration Category

The Project Configuration Category is configured using a single application pane:

The application pane is divided into seven sections:

Project Number Section

The Project Number field is used to set the identifier of the project, and is established when the project is generated using the project wizard but can be changed if required. The project number provides security when a synchronisation with VPE Workbench procedure performed and prevents accidental transfers to the wrong project within VPE Workbench.

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Project Units Section

This section is used to specify two settings:

• The Drawing Units field displays the drawing units specified by the project wizard. Drawing units should never be changed once the project is under way, as they affect the size of drawings, line thicknesses, symbols etc in AutoCAD, and so the field is read-only.

• Select either the Metric or Imperial Label Units button. This setting controls whether sizes entered as part of item labels are in metric or imperial units, and which list of values file is used to validate the entries. Label units may be changed part way through a project as required. Drawings will be automatically updated with the new units when they are reloaded.

Note: Changes to drawings resulting from the label units being changed are not

automatically implemented when project drawings are loaded. The user must trigger these changes "manually" in each drawing after it has loaded. See 8.2.5: Convert Project Label Units.

Project Paths Section

During the procedure for installing AVEVA P&ID, directory paths are set up. These can be edited using the fields in the Project Paths section. The Browse buttons adjacent to each field may be used to search for a new file path.

• The P&ID Installation Path field is used to specify the directory into which the AVEVA P&ID software was installed.

• The AVEVA Data Path field is used to specify the output directory into which drawing output files are saved. AVEVA P&ID also imports instrument loop numbers from VPE Workbench via this directory, if the project is configured to do so.

• The Validation Directory Path field is used to specify the location of the files that contain on-line validation data (lists of valid values against which item labels are checked on entry). These validation files can be exported from VPE Workbench, in which case they should not be edited locally.

• The Project Tag Data Path field is used to specify the location of the Access database to which data could be exported in previous versions of AVEVA P&ID. This path is used when upgrading a project to the current version.

• The Standard Metric Symbol Pat is used to specify displays the directory in which standard metric symbols are located.

• The Project Metric Symbol Path field is used to specify the directory in which project symbols are located.

• The Standard Imperial Symbol Path field is used to specify the directory in which standard imperial symbols are located.

• The Project Imperial Symbol Path field is used to specify the directory in which project imperial symbols are located.

• The Helpfile Path field is used to specify the location of the Online Guide.

• The Monitor File Path field is used to specify the location of the monitor file generated each time an export takes place.

• The Drawing Location field is used to specify the directory in which project drawings are located. Drawings can only be opened from this folder and from sub-folders in this folder.

• The Assemblies Path field is used to specify the directory in which assemblies are located.

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• When P&ID data is transferred to VPE Workbench, a copy of the P&ID drawing may be made available for use by AVEVA Model Management. In the Save Path field, specify the interface directory into which the copies of the P&IDs are to be saved

If the project is set to use Metric drawing units, the Standard Imperial Symbol Path and the Project Imperial Symbol Path fields will be 'greyed out'. If the project is set to use Imperial drawing units, the Standard Metric Symbol Path and the Project Metric Symbol Path fields will be 'greyed out'.

Symbol Search Priority Section

It is possible to create a project symbol with the same name as a standard symbol supplied with the installation. If this occurs, it is necessary to determine which directory, and which version of the symbol, is to be searched for first and be the preferred version for the project. See the 2.3.10: Symbols Configuration Category topic for details of symbol creation.

Select either the Project or Standard button to determine the symbol search priority. The search priority also affects which directory any assemblies are created under, either standard or project.

It is recommended that in normal circumstances the search priority is set to Project so that project assemblies are created in the project directories.

Update Graphical Changes Automatically on Start Up Section

If drawings are to be automatically updated when opened for the first time after changes have been made to graphical Project Administration settings, check the Update checkbox. If the user is to prompted to choose whether or not the changes are to be implemented when opening the drawings, uncheck the checkbox.

The checkbox controls how changes to the followings settings are implemented: Pipe Tags

Equipment Tags Pipe Styles Signal Styles

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2.3.3

VPE Workbench Configuration Category

The VPE Workbench Configuration Category using the main VPE Workbench Configuration Category pane and the Tables sub-category:

VPE Workbench Configuration Category Pane

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VPE Workbench Configuration Category Pane

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The application pane is divided into four sections.

- Synchronise Settings Section

In the VPE Config File field, specify the location of the .INI configuration file of the VPE Workbench installation with which the AVEVA P&ID project is to interface. This may be a copy of the original file located on the VPE Workbench middle tier server.

In the VPE Service Path, enter the path to the EngAPIService component that will handle the transfer of data to VPE Workbench. This should be located on the VPE Workbench middle tier server. This path must include the port (which must be open) to be used for data transfers. The default port is 8080.

- Explore Database Unassigned Settings Section

If the unassigned items in the VPE Workbench Database, i.e. those that have not yet been included on a project P&ID, are to be displayed in the Engineering Explorer check the Show

Unassigned Items in Explorer checkbox.

- VPE Settings Section

In the Publisher Folder field, specify the folder into which drawings are published when loading to the selected VPE Workbench project.

In the Database Project field, select the VPE Workbench project with which the AVEVA P&ID project is to interface. The list of projects available in this field is taken from the specified .INI file (see above).

The Export to VPE Workbench checkbox is used to set the default setting (checked or unchecked) of the Export Data to Publishing Area checkbox on the Synchronise dialog (see

Synchronising Data with a VPE Workbench Database).

When a drawing is loaded to a VPE Workbench 5.8 or later project, e-mails can be sent to users of that project to inform them of this. Enter the user names and e-mail addresses of the VPE Workbench project users in the grid at the bottom of the section.

If a new e-mail recipient is to be entered, use the button to create a new row. Enter the user name of the new recipient in the dialog that is then displayed:

User names cannot be edited. The user name row must be deleted and re-entered with a new user name.

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- Batch Load to Workbench Section

This section is used to load/publish data from multiple drawings into a VPE Workbench database.

The Select Drawings to Publish pane lists all the drawings that were either individually synchronised using the Synchronising Data with a VPE Workbench Database procedure, or

had output files generated using the Synchronising Multiple Drawing Data with VPE Workbench procedure.

The procedure for loading/publishing depends on whether drawing data is being exported to a VPE Workbench 5.8 (or later) project, or a VPE Workbench 5.6 or 5.7 project.

Loading/Publishing to VPE Workbench 5.8 or later Projects

Note that drawings can optionally be loaded/published to a VPE Workbench 5.8 project as part of the Synchronise procedure.

If the project is a VPE Workbench 5.8 or later project, select the drawings to be loaded in the Select Drawings to Publish pane and load/publish them by pressing the > button. The drawings are moved to the Publishing Area pane and loaded into the VPE Workbench project.

A message is displayed in the messages pane at the bottom of the section to indicate the successful loading of the drawing data to the publishing area, for example: "905675 File Successfully Loaded to Staging Area".

Use the >> button to load/publish all the listed drawings.

Loading/Publishing to VPE Workbench 5.6 or 5.7 Projects

If the project is a VPE Workbench 5.6 or 5.7 project, check the Using Workbench Legacy Version (5.6/5.7) checkbox.

A connection to the VPE Workbench Database must then be established, if this has not already been done. Press the Login button. The VPE Workbench Log In dialog is then displayed.

For information on the use of this dialog and other options for connecting the a VPE Workbench database see the Connecting to a VPE Workbench Database procedure.

Once the connection has been made, select the drawings to be loaded in the Select Drawings to Publish pane and use the > button to move them to the Publishing Area pane. Use the >> button to select all the listed drawings for loading.

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Progress, error and warning messages are displayed in the message pane at the bottom of the section. Once loaded, the drawings are removed from the Publishing Area pane.

To view the log file of messages generated while loading/publishing, press the View Log button. The file then opens in Notepad.

To delete all the drawings currently in the publishing area, press the Clear button. A message is then displayed requesting that the deletion be confirmed. Press Yes to continue with the deletion.

Tables Sub-Set

The Tables pane is used create and maintain the definitions of tables of VPE Workbench data that can be placed on AVEVA P&ID drawings:

- Existing Tables Section

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To create a new table, select the Add Table button. Enter the name of the new table in the dialog that is then displayed:

The name of the new table definition is then added to the list. Continue by entering the settings of the table definition in the Table Details Section (see below). Note that the Table Details Section will initially be populated with the settings entered for the previous table definition, or if no table definition has been created previously, with default settings.

• To delete a table definition, select it and the Delete Table link.

• To rename a table definition, select it and the Rename Table link. Enter the new name of the table definition in the dialog that is then displayed, and press the OK button. • To edit an existing table definition, select it from the list. The current settings for the

selected table definition are then displayed in the Table Details Section and may be changed as required.

- Table Details Section

Specifying the Appearance of a Table:

1. The Colour field defines the colour of the table (both the table borders and the table text).

2. The Browse button adjacent to the Colour field is used to select the colour. On selection of the button, the colour selection dialog box is displayed:

The colour can be selected by the following three methods: • By selection of one of the colours shown in the palette.

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• By double clicking the Assume Owner Colour hyperlink. Not applicable for tables. • By double-clicking on the Assume By Layer hyperlink. Tables will automatically

assume the colours of the layers they are inserted into, as set on the Layers Sub-Set the Drawing Configuration Category.

• By manually entry into the Colour Code field

Following selection, press OK. The selected colour code will then be displayed in Colour field.

3. The X and Y fields are used to specify the coordinates that the table will be placed at on drawings.

4. The Text Style field is used to specify the style of the table text. Select the required style from the list. Text styles are set up using the Text Styles pane. The default will be the ROMANS style, which is supplied with the product and does not need to be set up. 5. The Row Height field is used to specify the height of the table rows.

6. The Text Height field is used to specify the height of text in the table.

Specifying the Type of Data a Table will display:

The API Group Set, API Group and API Group Set Argument fields are used to specify the type of data that is to appear in the table:

1. Select the API Lookup button. If a connection to the project database has not been established, the AVEVA P&ID Logon dialog is then displayed:

2. Complete the Username and Password fields, and select the required project from the drop-down list in the Project field.

3. Select the OK button. The API Group Lookup dialog is then displayed.

4. If a connection to the database has already been established in this session, this dialog is displayed when the API Lookup button is selected.

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5. Select the API Group and the Group Set which contain the required data, and press the Set button.

6. The API Group Set and API Group fields in the Table Details Section are then populated with the selected Group and the Group Set.

By default, tables will only be populated with data relating to items that are on the drawing on which the tables are placed. Alternatively, the table or tables that data is to be extracted can be specified in the API Group Set Argument field.

For example, if the following is entered: Drawing_ID="9999"

Data will be extracted from the project drawing with the ID of 9999. If data is to be extracted from multiple drawings, multiple arguments may be entered.

Setting up Table Columns:

Once the type of data has been specified, the columns that the table is to consist of, and the data that is to populate these columns is set up using the grid section.

Adding a Column:

1. To add a column, select the button and enter the column name in the dialog that is then displayed. A new row is then added to the grid. Each row in the grid is used to set up one table column.

2. The Column field displays the number of each column. These numbers control the order in which columns are displayed in the table, i.e. the column with the lowest number will be the first column on the left.

The Column field is read-only. To change the order of columns, use the copy and delete facilities.

3. In the Caption field, enter the text that is to appear as the heading for the column. 4. In the Designator field, select the required designator. When the table is placed on a

drawing, the designator is replaced with the appropriate value. The list of designators is restricted to those in the selected API Group and the Group Set.

5. In the Width field, enter the width of the column.

6. The Text Align field is used to specify the alignment of the text in the column. Enter the appropriate code (1 to 9):

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2 = Top Centre 3 = Top Right 4 = Middle Left 5 = Middle Centre 6 = Middle Right 7 = Bottom Left 8 = Bottom Centre 9 = Bottom Right

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2.3.4

Project Database Configuration Category

The Project Database Configuration Category is configured using the Settings sub-category:

- SQL Server Settings Section

Project data is stored in an SQL database. This section is used to enter details of the SQL server the project database is to use. These details are initially specified when a project is installed or upgraded, but they may subsequently be amended here.

Enter a valid server name in the Server Name field.

Depending on whether the database is to be logged into using Windows Authentication or SQL Server Authentication, select either the Use Windows Integrated Security (Windows Authentication) option or the Login as Administrator with password (SQL Server Security) option.

If the second option is selected, enter the login details in the Admin Login Name and Password fields. This login must be a valid SQL Server Administrator account login.

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Test that the entered details are valid by selecting the Test Connection button. A message will then be displayed indicating whether or not the connection details are valid. For example:

- Online Editing Section

If label data is to be saved automatically to an SQL database when it is entered, check the Save to database on Update checkbox. The saved data is used when validating the uniqueness of tags in a project. See 6.13.4: Label Validation across all Project P&IDs

When a project is upgraded, in order for Spec Driven data and functionality to be available (see 2.3.23: Spec Driven Configuration Category), the project database schema must be

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2.3.5

P&ID Reports Configuration Category

The P&ID Reports Configuration Category is configured using the main P&ID Reports Configuration Category pane and the Settings sub-category:

P&ID Reports Configuration Category Pane

Settings Sub-Set

P&ID Reports Configuration Category Pane

A P&ID Reports database is supplied with the product (PidReports). By default, AVEVA P&ID will be set to export data to this database. To create a new, blank P&ID Reports database, press the Create button. A new database will then be created.

The filename of the new database will be "PidReports_<project name>_<incremented number>.

The P&ID Reports Server Name field displays the name of the SQL server, as specified on the Project Database Configuration Category.

The P&ID Reports Database field displays the name of the current P&ID Reports database. Select a different database from the list available from this field if required. The list consists of all P&ID Reports databases created for the project.

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Settings Sub-Set

- P&ID Reports Settings

UDA values are displayed in AVEVA P&ID Reports on the UDA tab. If UDA values are also to be displayed on the same tabs as the items they are associated with (assuming there are fields available for them to be displayed in), check the Merge UDA Values checkbox.

The Update P&ID Reports after Synchronize checkbox controls the default setting of the Export to PID Reports checkbox on the Synchronise dialog. If the Update P&ID Reports after Synchronize checkbox is checked, then the default setting of the Export to PID Reports checkbox is checked, and vice versa.

The Update and Consolidate P&ID Reports Database after Synchronize checkbox controls the default setting of the Export & Consolidate Database checkbox on the Synchronise dialog. If the Update and Consolidate P&ID Reports Database after Synchronize checkbox is checked, then the default setting of the Export & Consolidate Database checkbox is checked, and vice versa.

If the Add P&ID Drawing Details to Database checkbox is checked, the comments regarding an export that may be entered in the Description dialog during the export process are added to the P&ID Reports database.

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- Line Consolidation Section

This section is used to select which line properties are to be compared when attempting to consolidate lines which are present on multiple P&IDs when they are transferred into P&ID Reports. Both the properties of lines and the properties of the components on the ends of lines may be compared.

As required, check the checkboxes in the First / Last component fields and/or Line fields sections.

Note that the unique pipe validation fields specified in the P&ID project settings are compared regardless of these settings.

When the fields of two lines with unique pipe validation tag do not match, the lines are not consolidated and warning message is displayed in log tab of P&ID Reports.

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2.3.6

Drawing Configuration Category

The Drawing Configuration Category is divided into five sub-categories: • Grid Sub-Set

Labels Sub-Set

Layers Sub-Set

Settings Sub-Set

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Grid Sub-Set

The fields in the Grid application pane are used to set up the dimensions and other elements of the drawing grid.

The application pane is divided into two sections.

- Drawing Frame Settings Section

This section contains the following settings:

• Drawing Length and Height fields. These fields specify the length and height of the drawing.

Figure

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References

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