Schematic Model Manager
User Guide
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First published November 2007. This revision published September 2009. © AVEVA Solutions Ltd, and its subsidiaries.
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Schematic Model Manager User Guide
Contents
Page
Schematic Model Manager
Introduction . . . 1:1
Schematic Model Manager Module . . . 1:1
Installation and Pre-Configuration . . . 1:1
Accessing the Schematic Model Manager Module . . . 1:2
Using the Schematic Model Manager . . . 1:2
Configuring the Schematic Model Manager . . . 1:3
Previewing Drawings before Import . . . 1:3
Importing Drawings . . . 1:3
Viewing Data using the Schematic Explorer . . . 1:3
Viewing Imported Drawings . . . 1:3
Creating and Editing Elements. . . 1:3
Releasing and Un-releasing Data . . . 1:4
Searches, Reports and Line Lists . . . 1:4
Schematic Model Manager Menus and Toolbars . . . 1:4
Menus
. . . 1:4
Toolbars
. . . 1:8
Schematic Model Manager Functionality in the LEXICON Module . . . 1:10
Pre-configuration . . . 2:1
Post Installation Tasks . . . 2:1
Database Configuration . . . 2:1
UDA Creation . . . 2:1
GTYPE Mapping . . . 2:2
Attribute Mapping . . . 2:2
Page Matching . . . 2:4
Attribute Derivation Rules . . . 2:5
Schematic Model Manager Project Options . . . 3:1
Element Release Tab . . . 3:3
Set Release Behaviour of Elements on Import . . . 3:3
Display Comments Dialog on Release to 3D . . . 3:5
General Tab . . . 3:5
Copying Schematic Model Manager Options from another Project . . . 3:6
Exporting Schematic Model Manager Options . . . 3:7
Importing Schematic Model Manager Options . . . 3:7
Restore Default Options . . . 3:7
Import Configuration Tab . . . 3:8
Viewing/Editing Import Destination SCGROUP Elements . . . 3:8
Viewing/Editing Equipment and Off Line Instrument Positions . . . 3:10
Specifying whether or not Drawings are to be Imported in Colour . . . 3:11
Units Tab . . . 3:11
Schematic Model Manager User Options . . . 4:1
Import Options . . . 4:2
File Locations . . . 4:2
Set Default Import Location . . . 4:2
Set Default Export Location . . . 4:3
Viewing/Editing Attribute Derivation Rules . . . 5:1
Selecting Rules to be Applied During Import . . . 5:4
Creating/Editing Rule Groups . . . 5:4
Creating/Editing Rules . . . 5:5
Creating a Rule . . . 5:5
Rule Names . . . 5:9
Default Attribute Mappings . . . 6:3
Creating Attribute Mapping Groups . . . 6:4
Creating Attribute Mappings . . . 6:6
XPath Expression Builder Dialog . . . 6:9
Building Expressions . . . 6:9
Setting up Mappings Using the XPath Expression Builder Dialog - Examples . . . 6:13
Automatic Setting of Attribute Units and Types . . . 6:21
Testing Expressions . . . 6:22
Accessing the Source Data Dictionary . . . 6:24
Editing, Moving and Deleting Mapping Groups and Mappings . . . 6:24
Editing Mapping Groups and Mappings . . . 6:24
Moving Mapping Groups and Mappings. . . 6:24
Deleting Mapping Groups and Mappings . . . 6:25
Viewing/Editing GTYPE Mappings . . . 7:1
Import Designations from File . . . 7:3
Conflict Resolution . . . 7:4
Completing the Import . . . 7:5
Setting up Rules for Automatic Completion of ISO 15926 Mappings . . . 7:6
Automatically Completing ISO 15926 Mappings . . . 7:7
Example
. . . 7:7
Import Designations from other Databases . . . 7:9
Overwrite Mappings in Databases with Current Mappings . . . 7:10
Configuring the Source Data Dictionary . . . 8:1
Accessing the Configuration Options . . . 8:2
Resetting the Dictionary . . . 8:3
Populating or Updating the Dictionary . . . 8:3
Line List Configuration . . . 9:1
Editing, Adding and Deleting Line List Configuration Rules . . . 9:3
Adding and Deleting Rule Filters . . . 9:3
Entering PML Expressions . . . 9:4
LLENTRY Configuration . . . 9:4
Creating LLENTRY SCPLINE Rules . . . 9:5
Creating LLENTRY SCBRANCH Rules . . . 9:6
Creating LLENTRY Component Rules. . . 9:6
LLFROM/LLTO Configuration . . . 9:7
Creating LLFROM/TO SCPLINE Rules . . . 9:8
Creating LLFROM/TO SCBRANCH Rules. . . 9:9
Creating LLFROM/TO Component Rules . . . 9:9
LLDIAGRAMS Configuration. . . 9:11
Creating LLDIAGRAMS Rules . . . 9:12
Previewing Diagrams before Import . . . 10:1
Selecting Diagrams to Preview . . . 10:1
Schematic Model Manager Diagram Viewer . . . 10:3
Diagram Viewer Toolbar. . . 10:4
Keyboard Commands. . . 10:5
Closing Diagrams and the Viewer . . . 10:5
Diagram Viewer Settings . . . 10:6
Importing Diagrams . . . 11:1
Import Diagrams Facility . . . 11:2
Diagram Set Import Facility . . . 11:4
Creating Diagram Sets . . . 11:4
Entering Release Comments . . . 11:11
Importing Diagram Sets . . . 11:12
Closing the Diagram Set Editor without Saving . . . 11:13
Import Progress Dialog . . . 11:14
Additional Import Details . . . 11:14
Automatic Matching of Off-Page Connectors . . . 11:16
Importing using PML . . . 11:16
Preliminaries. . . 11:17
Importing Diagrams . . . 11:17
Saving Imported Data . . . 11:18
Diagram Connector . . . 12:1
Diagram Connector Dialog . . . 12:2
Element Hierarchy in the Explorer . . . 13:2
Using the Explorer . . . 13:6
Element Right-Click Menus . . . 13:6
Applying a Filter . . . 13:7
Viewing Element Attributes . . . 13:8
Creating and Editing Elements. . . 13:9
Renaming Elements . . . 13:10
Deleting Elements . . . 13:10
Moving and Copying Elements. . . 13:11
Viewing Diagrams . . . 13:11
Saving Changes . . . 13:12
Viewing Imported Diagrams . . . 14:1
Selecting Diagrams to View . . . 14:1
Schematic Model Manager Diagram Viewer . . . 14:4
Highlighting and Selecting Items . . . 14:5
Diagram Connectors . . . 14:6
Other Viewer Functionality . . . 14:6
Creating and Editing Elements . . . 15:1
Configuring the Grid . . . 15:3
Adding, Deleting, Re-ordering and Re-sizing Columns . . . 15:3
Adding an Element Sequence Number Column. . . 15:5
Grouping Elements. . . 15:5
Filtering Elements. . . 15:7
Sorting Elements . . . 15:8
Pinning Columns and Rows . . . 15:9
Suppressing Unset and Nulref Values . . . 15:9
Setting Cell Feedback Colours. . . 15:10
Refreshing Data . . . 15:11
Saving the Grid Configuration . . . 15:11
Editing Elements . . . 15:11
Cell Feedback Colours . . . 15:12
Creating Elements . . . 15:13
Duplicating Elements . . . 15:14
Deleting Elements . . . 15:15
Exporting the Grid to an Excel Spreadsheet . . . 15:15
Printing the Grid . . . 15:16
Releasing and Un-Releasing Data . . . 16:1
Searching in Schematic Model Manager. . . 17:1
Standard Searches . . . 17:1
Search Toolbar. . . 17:2
Catalogue Search . . . 17:3
Schematic Model Manager Reports . . . 18:1
Schematic Model Manager in LEXICON . . . 19:1
Opening the LEXICON Module with Schematic Model Manager Installed . . . 19:1
Configuring UDAs . . . 19:1
UDA Catalogue Dialog . . . 19:3
Viewing and Editing UDA Attributes . . . 19:5
Viewing/Editing Attribute Mapping. . . 19:6
Appendices . . . 20:1
Appendix A: Regular Expressions . . . 20:1
Alternation . . . 20:1
Grouping
. . . 20:1
Quantification using Metacharacters . . . 20:2
Regular Expression Guidelines . . . 20:6
Appendix B: Releasing to 3D and the Schematic Database . . . 20:8
Appendix C: XPath Expressions . . . 20:9
Appendix D: Diagram Set File Formats . . . 20:11
XML File Format. . . 20:11
Text File Format . . . 20:13
Appendix E: Using Extracts to Manage Working and Issued Schematic Data . . .
20:15
MDB and Database Setup . . . 20:15
Managing Your Extract DB - PIDDATAEXTRACT . . . 20:18
Issue Schematic Data to DB PIDDATA . . . 20:19
Introduction. . . 20:44
Pseudo Attribute Configuration . . . 20:45
Example Rule: Component Rules - Butt Welded Piping Cap. . . 20:46
Saved Search Setup and Export to Excel . . . 20:48
Introduction
1
Introduction
1.1
Schematic Model Manager Module
AVEVA Schematic Model Manager is a module that can be licensed for use with an existing AVEVA PDMS or Marine installation. It is used to import P&ID data into Schematic databases, and to view and manage this data. The ISO 15926 data may be exported from AVEVA Schematic Model Manager Gateway, AVEVA P&ID and from other supported P&ID systems.
AVEVA are committed to the use of open standards for the interchange of plant data between AVEVA and 3rd-party products. ISO 15926 is an open standard for the representation of process plant life-cycle information. This representation is specified by a generic, conceptual data model designed to be used in conjunction with reference data: standard instances that represent information common to a number of users, process plants, or both. For further information and for details of which P&ID systems can feed data into the Schematic model through Schematic Model Manager, contact your local AVEVA sales office.
Once imported, P&ID data in the schematic database can be viewed and managed via a hierarchical data explorer (the Schematic Explorer). This explorer includes facilities for releasing selected schematic elements to the AVEVA Schematic 3D Integrator, for integration with the 3D Design Model database. Facilities are also provided to view P&IDs, both before and after import, using the Adobe SVG Viewer (Version 3.0.2). A set of standard PDMS report templates for the schematic database are also included.
Note: This guide only describes functionality specific to the Schematic Model Manager
module.
Many of the facilities of the Schematic Model Manager module are the same as those in the Plant DESIGN module and Marine Hull and Outfitting module. Such facilities are not described in this guide. Refer to the appropriate module documentation for details of these.
1.2
Installation and Pre-Configuration
For the installation procedures for the Schematic Model Manager module, refer to the PDMS/Marine installation documentation.
For details of the pre-configuration procedures that should be completed before starting to use Schematic Model Manager, see Pre-configuration.
Introduction
1.3
Accessing the Schematic Model Manager Module
The Schematic Model Manager Module is accessed using the standard PDMS or Marine module access procedures and dialogs, for example:
Refer to the Plant DESIGN Module or Marine Hull and Outfitting Module documentation for details.
1.4
Using the Schematic Model Manager
This section introduces the procedures of the Schematic Model Manager Module. They are presented in the order in which they would usually be carried out:
• Configuring the Schematic Model Manager • Previewing Drawings before Import
• Importing Drawings
• Viewing Data using the Schematic Explorer • Viewing Imported Drawings
• Creating and Editing Elements • Searches, Reports and Line Lists
Most facilities of the module are accessed using menus and toolbars. For details of these menus and toolbars, see Schematic Model Manager Menus and Toolbars.
Introduction
1.4.1
Configuring the Schematic Model Manager
The Tools menu provides access to various dialogs, which are used to specify how Schematic Model Manager operates.
See:
• Schematic Model Manager Project Options • Schematic Model Manager User Options • Viewing/Editing Attribute Derivation Rules • Viewing/Editing Attribute Mappings • Viewing/Editing GTYPE Mappings • Configuring the Source Data Dictionary • Line List Configuration
1.4.2
Previewing Drawings before Import
The drawings from which P&ID data are to be imported can be viewed before an import from them takes place. This facility is accessed from the File menu.
See Previewing Diagrams before Import.
1.4.3
Importing Drawings
The File menu also provides access to the facilities used to import diagram data. These options are also available on the SMM toolbar.
See Importing Diagrams.
The Diagram Connector, which is used to manually connect page connectors between imported diagrams, is accessed from the Tools menu and the SMM toolbar. See Diagram Connector.
1.4.4
Viewing Data using the Schematic Explorer
The data in the Schematic database is presented in a hierarchical data explorer called the Schematic Explorer. This is accessed from the View menu.
See Schematic Explorer.
1.4.5
Viewing Imported Drawings
Imported drawings may be viewed. See Viewing Imported Diagrams.
1.4.6
Creating and Editing Elements
Elements may be created and editing using the Edit Members dialog. See Creating and Editing Elements.
Introduction
1.4.7
Releasing and Un-releasing Data
Element data may be released to, i.e. made available to, the AVEVA Schematic 3D Integrator. Element data may also be “un-released” if required.
See Releasing and Un-Releasing Data.
1.4.8
Searches, Reports and Line Lists
A number of facilities for searching for data in Schematic Model Manager are provided: See Searching in Schematic Model Manager.
A number of reports can be run on the Schematic Database. See Schematic Model Manager Reports.
Line lists may be generated. See: • Line List Configuration.
• 20.7: Appendix G: Configuration of Line Lists using Pseudo Attributes.
1.5
Schematic Model Manager Menus and Toolbars
1.5.1
Menus
•
File Menu
Introduction
Import:
This sub-menu access facilities for importing drawings and data.
Diagrams...: Used to import a single diagram. See Import Diagrams Facility.
Diagram Set...: Used to import a diagram set. See Importing Diagram Sets.
Excel/CSV... Used to import data from Excel and CSV files. Refer to the Equipment
sections of the Plant DESIGN module or Marine Hull and Outfitting module documentation for details.
Diagram Set Editor... Used to create and edit diagram sets. See Creating Diagram Sets.
For details of the other options on this menu, refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation.
•
Edit Menu
Edit Members: Accesses the Edit Members dialog, used to create and editing elements.
See Creating and Editing Elements
For details of the Undo and Redo options, refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation.
Introduction
•
View Menu
Catalog Search: This search facility provides direct access to the Plant or Marine
catalogue. See Catalogue Search.
Diagrams: This option is used to view imported diagrams. See Viewing Imported Diagrams. For details of the other options on this menu, refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation.
Introduction
•
Tools Menu
Diagram Connector: Accesses the Diagram Connector, which is used to manually connect
page connectors between imported diagrams. See Diagram Connector.
Set Release Status: Used to set the release status of the current element, i.e. to release it
to or un-release it from the 3D model. See Releasing and Un-Releasing Data.
Attribute Derivation Rules: Accesses facilities to set up rules that will be used to
automatically set the values of attributes during an import. See Viewing/Editing Attribute Derivation Rules.
Attribute Mapping: Accesses facilities to map system/project specific attributes from the
source files to schematic or user-defined database attributes. See Viewing/Editing Attribute Mappings.
GTYPE Mappings: Accesses facilities to edit the mappings between ISO15926
designations and corresponding GTYPE/SCSTYPE combinations. See Viewing/Editing GTYPE Mappings.
Source Dictionary Management: Accesses tools for maintaining the Source Data
Dictionary which is used to visualise the potential contents of import files when editing the attribute mappings and to keep track of metadata about source files such as the source systems that data has come from. See Configuring the Source Data Dictionary.
Line List Options: Accesses facilities for specifying the settings which define how line lists
will be generated. See Line List Configuration.
Project Options: Accesses facilities for specifying project-wide configuration settings. See
Introduction
User Options: Accesses facilities for specifying user-specific configuration settings. See
Schematic Model Manager User Options.
For details of the other options on this menu, refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation.
•
Window Menu
Refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation for details of this menu.
•
Help Menu
Refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation for details of this menu.
1.5.2
Toolbars
Introduction
•
Standard Toolbar
Refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation for details of this toolbar.
•
SMM Toolbar
Used to import a single diagram. See Import Diagrams Facility.
Used to import a diagram set. See Importing Diagram Sets.
Accesses the facility for importing data from Excel or CSV files. Refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation for details.
Used to create and edit diagram sets. See Creating Diagram Sets.
Used to set the release status of the current element, i.e. to release it to or un-release it from the 3D model. See Releasing and Un-Releasing Data.
Accesses the Diagram Connector, which is used to manually connect page connectors between imported diagrams. See Diagram Connector.
•
History Toolbar
Refer to the Plant DESIGN module or Marine Hull and Outfitting module documentation for details of this toolbar.
Introduction
1.6
Schematic Model Manager Functionality in the
LEXICON Module
A Schematic Model Manager option is displayed in the main LEXICON menu bar:
• The UDA Catalogue option is used to specify which User Defined Attributes (UDAs) are available in each Schematic database with which Schematic Model Manager operates, and to maintain the Attribute Mappings associated with the UDAs.
• The Attribute Mappings option is used to map system/project specific attributes from the source files to schematic attributes or UDAs.
Pre-configuration
2
Pre-configuration
2.1
Post Installation Tasks
2.1.1
Database Configuration
Schematic Model Manager requires at least one Schematic database in the MDB being used.
To make full use of the features available in Schematic Model Manager it is also recommended that a Dictionary database is created for the definition of the default Schematic Model Manager UDAs and a Design database is created for storing document links and system hierarchies.
2.1.2
UDA Creation
Schematic Model Manager makes use of UDAs to store additional attribution from the source ISO 15926 files. Of particular importance are the UDAs used to store information about page connectivity and source system persistent identities. The UDAs should be added to the MDB as follows:
1. Create a Dictionary database and ensure it is part of the MDB in use. 2. Open the LEXICON Module.
3. Select UDA Catalogue... from the Schematic Model Manager menu. 4. Select Apply from the UDA Catalogue dialogue.
5. Select Save Work from the LEXICON menu.
See Configuring UDAs for further information on maintaining Schematic Model Manager defined UDAs.
Creating the required UDAs in this way will automatically add the required attribute mappings associated with the chosen UDAs.
When upgrading from a previous version of Schematic Model Manager you should re-run this activity with the new version. This is to ensure that your schematic database contains any new UDAs required by Schematic Model Manager.
2.2
Mapping Set-Up
Schematic Model Manager includes a default set of GTYPE and attribute mappings. These are intended to give a reasonable starting point for the use of Schematic Model Manager, but will need to be assessed for each project, and amended or added to where appropriate. Schematic Model Manager provides tools which help in this task. See Import Configuration Tab.
Pre-configuration
2.2.1
GTYPE Mapping
The default GTYPE mappings map a commonly used set of ISO 15926 classifications to their corresponding GTYPE and SCSTYPE in the AVEVA P&ID schematic database.
The GTYPE mappings can be configured before importing any data, either manually or by analysis of a set of source files, or may be configured after importing the data by analysing the database(s). Once the mappings have been edited, any data in the schematic databases may have the mappings reapplied in order to update their attribution. Please see Viewing/Editing Import Destination SCGROUP Elements.
The GTYPE and SCSTYPE attributes may also be set using the Attribute mappings. GTYPEs and SCSTYPEs configured in AVEVA P&ID will be loaded automatically using the default attribute mappings whether or nor GTYPE mappings have been configured.
GTYPEs and SCSTYPE attributes set by the attribute mappings or derivation rules will override the GTYPE mappings.
2.2.2
Attribute Mapping
Attribute mappings should be configured before loading data as any subsequent changes to the mappings will mean that previously imported data must be re-imported in order for the new mappings to be applied to it. Attribute mappings are crucial to the page matching process and must be correctly configured in order for diagrams to be matched and merged. If default UDAs are being used, then all of the core attributes from the source data should already be populated, but system-specific attributes stored within the GenericAttributes elements in the import files will not be present. To configure attribute mappings see Viewing/ Editing Attribute Mappings.
Note: The rest of this section is relevant if source data is imported from files in the 3.2.0
format of the ISO 15926 schema. It is not relevant if data is imported from version 3.3.3 files or later.
The source data may use system-specific attributes in order to specify how segments are connected across diagrams. If the source data has been generated using AVEVA P&ID and the Schematic Model Manager default attribute mappings relating to the SCOPCI and SCOPCO schematic database elements have not been amended, then no additional cross-page connectivity related attribute mappings will be required. Pre-configured Attribute mappings for matching page connections are provided with the application.
However, if the source data was generated from an alternative gateway or tool, cross-page connectivity attribute mapping may need to be configured in order to ensure that cross-page connectivity is maintained. To do this:
1. Find the values of the AttributeName attributes on the CrossPageConnection XML elements in the source data file.
Pre-configuration
In this example the AttributeName attribute of the CrossPageConnection XML element is "PipeId".
3. Ensure that the Schematic Model Manager source dictionary has been populated from a file or files which match the source data structure that will be used to load P&IDs into the project (see Configuring the Source Data Dictionary).
4. Using the attribute mapping tool, create an attribute mapping which operates on the SCOPCI and SCOPCO schematic database elements. The default attribute mapping may be used on these elements when the Schematic Model Manager is installed as a basis for your custom attribute mapping.
5. The UDA :Pmgdfltmatch has been defined for storing diagram connection attribute values where only one attribute is used for the connection. Set the database attribute value of the attribute mapping to :Pmgdfltmatch:
6. The correct source data attribute must now be mapped to the UDA :Pmgdfltmatch, to ensure that page matching occurs.
Pre-configuration
To do this, click the ellipsis button to the right of the attribute mapping's Source Attribute field. This will open the XPath expression builder:
7. Navigate to the attribute used in the source data file to store cross-page connectivity matching values.
The source data attribute PipeId is used in the AVEVA Schematic Model Manager Gateway. The example above shows this source attribute and its associated mapping in the Source Dictionary window of the Schematic Model Manager XPath Expression Builder.
8. A mapping from this source data file attribute to the UDA :Pmgdfltmatch has now been created.
If cross page connectivity in the source data files is represented using more than one attribute, then it will be necessary to create additional UDAs against the SCOPCI and SCOPCO schematic database elements, and to then create additional attribute mappings to ensure that these are populated during an import.
2.2.3
Page Matching
Pre-configuration
2.3
Attribute Derivation Rules
When attributes are imported, the values of attributes may be automatically set according to user-defined rules based on DB Expressions, known as Attribute Derivation Rules.
Default attribute derivation rules are not shipped with Schematic Model Manager.
It is recommended that attribute derivation rules are configured prior to importing data into the schematic database. This is because attribute derivation rules cannot be applied to existing elements in the schematic database, other than by re-importing existing schematic data from the source import file or files.
A rule is set up by selecting the element type or types to which the attribute in question belongs. The attribute itself is then selected. The list of attributes available for selection is restricted to those common to all the selected element types.
The DB Expression to be applied to the attribute during processing is then entered.
If required, filters may be set up to restrict the instances of elements, based on the value of one or more of their attributes, to which the rule is applied.
Rules are grouped into rule groups. Rule groups may contain both rules and other rule groups. As required, individual rules or an entire rule group may be “switched off”, i.e. set that they are not applied on import.
Schematic Model Manager Project Options
3
Schematic Model Manager Project Options
The Project Options dialog is used to set Schematic Model Manager project settings. To access the dialog, select the Project Options... option from the Tools menu.
Schematic Model Manager Project Options
The Project Options dialog is then displayed.
The Project Options dialog consists of four tabs, as described below. To save changes to the options and exit the dialog, select the OK button. To exit the dialog without saving, select the Cancel button.
Schematic Model Manager Project Options
3.1
Element Release Tab
Some elements in the schematic database may be accessed by AVEVA Schematic 3D Integrator, for integration into the Plant DESIGN or Marine Hull and Outfitting database. Access to such elements by AVEVA Schematic 3D Integrator is controlled by the schematic database release status of these elements.
The Element Release tab is used to specify:
• The element release status related actions carried out during the import of an ISO15926 file into the schematic database.
• If the Release Comments dialog is displayed during release related activities initiated during an import, and whether or not date and time stamps are automatically added to the beginning of release comments.
3.1.1
Set Release Behaviour of Elements on Import
These options define the “release behaviour” of elements on import. Release behaviour is the course of action taken during the P&ID import process for an element category, i.e. whether or not elements within that category are imported and the release status they are set to if they are.
Every imported element falls into one of three categories:
• Existing elements (i.e. elements imported before) that have been released • Existing elements that have not been released
Schematic Model Manager Project Options
• New elements, i.e. elements not imported before
A different release behaviour can be specified for each category of element.
•
Existing Elements - Released
Select from the following options:
• Abort Diagram Import - If this option is selected, no elements will be imported from
diagrams that include released elements. The release status of previously imported elements is retained. Default setting.
• Import and set release status to OFF - The elements are imported and their release
status changed to not released.
• Import and keep existing status (ON) - The elements are imported and their release
status retained, i.e. set to released.
•
Existing Elements - Not Released
Select from the following options:
• Import and keep existing status (OFF) - The elements are imported and their release
status retained, i.e. set to not released. Default setting.
• Import and set release status to ON - The elements are imported and their release
status changed to released
Schematic Model Manager Project Options
Select from the following options:
• Set release status to OFF - The elements are imported and their release status set to
not released. Default setting
• Set release status to ON - The elements are imported and their release status set to
released.
3.1.2
Display Comments Dialog on Release to 3D
If the release comments are to be entered when data is released and un-released to the AVEVA Schematic 3D Integrator during an import, check the Enable Release Comments checkbox. If not, uncheck the checkbox.
If the checkbox is checked, a Release Comments field is displayed when importing diagrams using the user-interface (see Importing Diagrams), for use when the release status of an element is automatically changed when diagrams are imported.
To automatically add a date and time stamp to the beginning of release comment fields, check the Add Date/Time stamp to Release Comment checkbox. This checkbox is disabled if the Enable Release Comments checkbox is unchecked.
The date/timestamp format is as follows:
Date:[Date formatted using client regional settings]
[Hours:Mins]
Note: For further information on Schematic Model Manager release related behaviour, refer
to 20.2: Appendix B: Releasing to 3D and the Schematic Database.
Schematic Model Manager Project Options
The General tab is used to:
• Copy options settings from another project associated with the same PDMS instance/ Installation.
• Import options settings from files exported from another PDMS installation. • Export options settings to files for importing into other PDMS installation. • Reset the project to the default installation settings.
Note: Copying settings from another project, importing setting from files, and resetting to
the default settings will change the Attribute mappings, GTYPE mappings, and Attribute derivation rules of the project, as well as the project options set up using the
Project Options dialog.
3.2.1
Copying Schematic Model Manager Options from another Project
Schematic Model Manager option settings apply to the current project. Schematic Model Manager creates a record of Schematic Model Manager related options of a project, which it stores locally. This is done when a project is opened in PDMS, with Schematic Model Manager installed, and the default Schematic Model Manager options are amended.
To copy project options from another project, press the Copy from Project button. The
Select Project dialog is then displayed and all Projects which have Schematic Model
Manager options defined will be displayed. The Select Project dialog is then displayed.
Schematic Model Manager Project Options
3.2.2
Exporting Schematic Model Manager Options
Schematic Model Manager options can be exported to a file, which can then be imported by other PDMS/Marine installations for use by other projects (see below).
Press the Export button. The Browse For Folder dialog is then displayed. Browse for the location that the options file is to be exported to and press the OK button.
The options specified for the current project are then exported to that location into a file with the default name of <Project>_Options.zip. A message is displayed when the export is complete.
3.2.3
Importing Schematic Model Manager Options
As described above, the options settings of a project can be exported to a file. This file can then be imported into another project. The options settings of that project are then changed to those in the file.
Press the Import button. The Browse For Folder dialog is then displayed. Browse for the zip file containing the options. The default file name of the export files is <Project>_Options.zip.
Select the OK button. The import then takes place, and the existing options settings are replaced by those in the import file. A message is displayed when the import is complete.
3.2.4
Restore Default Options
To restore the default Schematic Model Manager options, press the Reset Defaults button. Note that this will reset all GTYPE Mappings, Attribute Mappings, Attribute Derivation Rules and project options. A message requesting confirmation of the reset is displayed:
Schematic Model Manager Project Options
A message is displayed when the reset is complete.
3.3
Import Configuration Tab
The Import Configuration tab is used to:
• set default SCGROUP database elements to import diagrams, line instruments, off-line equipment and pipeoff-lines into
• set the default coordinates of equipment and off-line instruments • specifying whether or not drawings are to be imported in colour
3.3.1
Viewing/Editing Import Destination SCGROUP Elements
When diagrams (SCDIAG), off-line instruments (SCOINS), off-line equipment (SCEQUI) and pipelines (SCPLIN) are imported, they are automatically placed in groups (SCGROU)
Schematic Model Manager Project Options
If neither of these methods is used, the elements are instead placed in default groups, which are automatically created in the database as part of the import process (if they do not already exist).
The names of the default groups are in the following format:
<database name>/*/<name of element type>
For example:
To view or edit the groups into which diagrams, off-line equipment, equipment and pipelines are imported into, press the View/Edit button on the Import Configuration tab. The Import
Destination Groups dialog is then displayed.
The Database field displays the name of the current Schematic database. To view/change the import destination groups of another database, select it from the drop-down list. The list consists of every Schematic database in the MDB.
The grid beneath the Database field lists the four element types and the names of the groups into which they are imported.
Schematic Model Manager Project Options
To select a different group for an element type, select the ... button at the end of the row. The Select Group dialog is then displayed:
Browse for the required group and select the OK button. Press the Cancel button to close the dialog without making any changes.
Repeat as required for each of the four element types.
Press the OK button to close the Import Destination Groups dialog and save any changes that have been made. Press the Cancel button to close the dialog without saving changes.
3.3.2
Viewing/Editing Equipment and Off Line Instrument Positions
The attributes of imported equipment and off-line instruments may not include a 3D position for these items. Therefore a default position that is to be used when creating 3D elements may be specified for use by such items.
Schematic Model Manager Project Options
For details of the format in which the coordinates must be entered, refer to PDMS or Marine documentation.
3.3.3
Specifying whether or not Drawings are to be Imported in Colour
If drawings are to be imported in colour, ensure that the Import diagrams in colour checkbox is checked. This is the default setting.
If the checkbox is checked, drawings are imported in their original colours.
If the checkbox is not checked, all drawings are converted to black and white when they are imported.
3.4
Units Tab
Different diagrams may include measurements in different units of measure. For example, on one diagram weight may be measured in Kilograms, on another it may be measured in Pounds. On import, all such measurements are converted into the units of measure used in the Schematic database.
The Units tab is used to select the units of measure that measurements are to be converted into. For example, the tab can be used to specify that all weight attributes values are to be converted into Kilograms and all Volume attribute values are to be converted into Cubic Metres.
In the Angle, Area, Pressure, Temperature, Volume and Weight fields, select the unit of measure to be applied to values measured in these unit types.
Note that the value in the Distance field cannot be changed because all distances are measured in millimetres in the database.
Schematic Model Manager Project Options
The default units of measure are as follows:
Changing the unit of measure for a unit type will not update the units of measure for instances of this unit type that have already been imported. Previously imported data must be re-imported for the change to take effect.
The Schematic Model Manager default UDAs include attributes on the SCDIAG elements that store the units of measure used when a diagram is loaded. To determine the units for an attribute value determine which diagram the element was last loaded from and view the appropriate :Pmgunts attribute for the diagram.
Unit Type Default Units of Measure
Angle Degrees
Area Square Metres
Distance Millimetres
Pressure Bar
Temperature Degree Celsius
Volume Cubic Metres
Schematic Model Manager User Options
4
Schematic Model Manager User Options
The User Options dialog is used to set user specific Schematic Model Manager options. To access the dialog, select the User Options... option from the Tools menu.
Schematic Model Manager User Options
The User Options dialog is then displayed.
To save changes to the options and exit the dialog, select the OK button. To exit the dialog without saving, select the Cancel button.
4.1
Import Options
If the Import Progress dialog (see Import Progress Dialog) is to be closed automatically when an import is complete, ensure that the Close Import Progress screen on import
completion checkbox is checked. The default setting is unchecked.
4.2
File Locations
4.2.1
Set Default Import Location
The default location which is accessed when browsing for files containing ISO 15926 data to import or view is displayed in the Default Location field of the Data Import row in the File Locations grid.
Schematic Model Manager User Options
To change the default folder, select the Data Import row, and press the Modify button. The
Browse for Folder dialog is then displayed.
Browse for the required folder and press the OK button. The new location is then displayed in the Default Location field.
4.2.2
Set Default Export Location
The default location to which options data is exported (see Import Configuration Tab), is specified in the Default Location field of the Data Export row in the File Locations grid. To change the default folder, select the Data Export row, and press the Modify button. The Browse for Folder dialog is then displayed. Browse for the required folder and press the OK button. The new location is then displayed in the Default Location field.
Viewing/Editing Attribute Derivation Rules
5
Viewing/Editing Attribute Derivation Rules
When diagrams are imported, the values of attributes may be automatically set according to user-defined rules, known as Attribute Derivation Rules. There are no default rules shipped with Schematic Model Manager.
To view or edit Attribute Derivation Rules, select the Attribute Derivation Rules... option from the Tools menu.
Viewing/Editing Attribute Derivation Rules
Viewing/Editing Attribute Derivation Rules
Rules are grouped into rule groups. Rule groups may contain both rules and other rule groups. The left-hand pane of the dialog displays all existing rules and rules groups. All rules and groups are grouped under a node called Attribute Processing Rules.
The currently selected element is displayed in bold. Details of the currently selected element are displayed in the right-hand pane.
Rules that are not selected to be applied during import are “greyed out” (see below). Invalid rules are displayed in red text.
Press the OK button to close the dialog and save any changes that have been made. Press the Cancel button to close the dialog without saving changes.
Viewing/Editing Attribute Derivation Rules
5.1
Selecting Rules to be Applied During Import
Each rule and rule group listed in the dialog has an “enabled” checkbox next to its name. These are used to select which rules are to be applied during import.
If a rule group checkbox is unchecked, all the rules and rule groups within that group are unselected, whether or not their checkboxes are checked.
If the Attribute Processing Rules checkbox is unchecked, all rules and rule groups are unselected, whether or not their checkboxes are checked.
Unselected rules and groups are “greyed out”, i.e. displayed in grey, or pale red if invalid.
Viewing/Editing Attribute Derivation Rules
The new group is created and given the default new group name (New Group):
2. Select the new group. Details of the new group are displayed in the right-hand pane:
3. Enter the name of the new group.
4. If the new rule group is to be processed, select “True” from the Enabled field. Otherwise select “False”. The state of the checkbox against the rule group in the left-hand pane will change to reflect the setting made here, and vice versa.
5. Click outside of the dialog to create the new group and close the dialog.
To edit an existing rule group, simply select it so that its details are displayed in the right-hand pane and proceed as described above to edit them.
5.3
Creating/Editing Rules
5.3.1
Creating a Rule
1. To create a new rule, right-click on the Schematic Attribute Rules node, or the node of rule group or a rule, and select either Create > Rule or Insert > Rule from the menu that is then displayed.
• If the Create option is selected, the new rule is created within the currently selected node, beneath any rules and groups already in that node.
• If the Insert option is selected, the new rule is created above the currently selected node, or at the top of the list of rules and group if the Schematic Attribute Rules node was selected.
Viewing/Editing Attribute Derivation Rules
2. Select the new rule. Details of the new rule are displayed in the right-hand pane:
3. Enter the name of the new rule in the Name field. This is optional, as a name derived from the properties of the rule will be assigned to the rule when it is created. The name entered here will suffix this identifier (see below for details).
4. If the new rule is to be processed, select “True” from the Enabled field. Otherwise select “False”. The state of the checkbox against the rule in the left-hand pane will change to reflect the setting made here, and vice versa.
5. The number of attribute filters set up for the rule displayed in the Attribute filters field. To add an attribute filter, click on the ... button at the end of the Attribute filters field. The Attribute Filters dialog is then displayed.
Viewing/Editing Attribute Derivation Rules
i. Enter a valid attribute in the displayed Attribute field, or select a attribute from the drop down.
ii. In the Operator field, select the required operator from the drop-down list.
iii. The “In the List” operator enables you to specify a list of values (separated by spaces) for the specified attribute value. These can be numeric or non-numeric, depending on the type of the attribute. For example, Attribute=AREA, Operator="In the List", Value="0 1 3", would find items which have AREA attribute equal to either 0 or 1 or 3.
iv. In the Value field enter an appropriate value.
v. Multiple attribute filters can be applied. To do so, click on the Add Filter option. A new row of fields in which filter details can be entered is then displayed.
vi. To delete a filter or filters, select the row or rows they are displayed in and click on the Delete Filter option.
vii. Once the required filters have been set up, press the OK button to close the dialog. To close the dialog without saving any changes, press the Cancel button.
6. Select the attribute to which the rule is be applied from the Attribute field. The list consists of the attributes shared by the selected Element Types, i.e. only attributes which are common to all the selected Element Types are listed.
If the selected element types are changed, the list of valid attributes may also change. If an attribute was selected that is now invalid, another attribute must be selected. 7. If a rule is a Name Clash Rule, select “True” in the NameClashRule field. Otherwise
leave this set to “False”.
The name attribute value of an element must be unique in the database. Due to the application of a rule, the name of an element may be set to a value that is already in use. This is called a "name clash".
Viewing/Editing Attribute Derivation Rules
Name Clash Rules are set up to prevent this. If a name clash is detected during an import, the process will search for the Name Clash Rule of the element's element type (if one exists), and apply that instead.
It is recommended that for each rule which attempts to set the Name attribute of one or more elements, there should be a corresponding Name Clash Rule, which Schematic Model Manager can apply to the Name attribute value of the same elements in the event of a name clash.
8. If the application of a Name Clash Rule still results in a clash, or if there is no Name Clash Rule found for the element type(s), a default name is applied instead.
9. The value applied to the selected attribute is determined by a DB expression. To enter this expression, select the ... button at the end of the DB Expression field. The Edit
DB Expression dialog is then displayed.
Enter the required DB Expression.
For information on DB Expressions, refer to Expressions in the PDMS Database
Management Reference Manual.
Select the OK button. The entered expression is then displayed in the DB Expression field.
If the expression is valid, a green tick will be displayed to the left of this field. If the expression is invalid, or if no expression has been entered, a red cross is displayed. Invalid expressions are displayed in red text.
Note: If the DB Expression field is left blank, or an invalid DB Expression is provided, the
rule will be shown in red in the Attribute Derivation Rules explorer, and the rule will not be active.
Viewing/Editing Attribute Derivation Rules
10. To select an element type or types to which the rule is to be applied, select the ... button at the end of the Element Types field. The Select Values dialog is then displayed.
11. The Select Values dialog consists of two lists. The Available Values list lists the Element Types which are available for selection. The Selected Values list lists the Element Types that have been selected.
To select an Element Type, select it in the Available Values list and press the > button to transfer it to the Selected Values list.
To de-select an Element Type, select it in the Selected Values list and press the < button to transfer it back to the Available Values list.
Use the >> button to move all Element Types to the Selected Values list. Use the << button to move all Element Types to the Available Values list.
Elements may also be selected/deselected by double clicking.
Press the OK button once the required Element Types have been selected. The selected Element Types are then displayed in the Element Types field of the Rule
Attribute dialog.
Press the Cancel button to close the dialog without saving any selections that have been made.
5.3.2
Rule Names
Names of rules are in the following format:
Element Type/Attribute/Optional Rule Name
If more than one Element Type was selected, the name of the first Element Type is followed by a comma and three full stops, i.e. “,...”.
For example, a rule with the following properties: Elements: SCEQUI, SCNOZZ
Attribute: NAME Rule Name: Rule 1 ...will be called:
SCEQUI,…/NAME/Rule 1 A rule with the following properties:
Viewing/Editing Attribute Derivation Rules
Attribute: NAME
Rule Name: (not defined) ...will be called:
SCEQUI/NAME
5.3.3
Editing a Rule
To edit an existing rule, simply select it so that its details are displayed in the right-hand pane and proceed as described above to edit them.
5.4
Moving Rules and Rule Groups
Rules and rule groups can be moved to a different location in the hierarchy of rules and groups by:
• Dragging and dropping
• Using the Ctrl+X (Cut) and Ctrl+V (Paste) keyboard commands
• Selecting the Cut and Paste options from the right-click menus of rules and groups. If a rule group is moved, all rules and groups within that group are moved with it.
The Attribute Processing Rules node cannot be moved.
5.5
Deleting Rules and Rule Groups
To delete a rule or group, either select it and press the Delete key, or right-click and select the Delete option. A message is then displayed, requesting that the deletion be confirmed. Press Yes to continue with the deletion.
If a rule group is deleted, all rules and groups within that group are deleted with it. The Attribute Processing Rules node cannot be deleted.
Viewing/Editing Attribute Mappings
6
Viewing/Editing Attribute Mappings
To map system/project specific attributes from the source files to schematic or user-defined database attributes, or to view existing mappings, use the Attribute Mappings dialog. To access this dialog, select the Attribute Mapping... option from the Tools menu in the Schematic Model Manager module or the Attribute Mapping option from the Schematic
Viewing/Editing Attribute Mappings
The Attribute Mappings dialog is then displayed:
The dialog can be used to organise attribute mappings into attribute mapping groups. The dialog is divided into two sections. The left-hand section displays a tree-view of the current attribute mapping groups and the attribute mappings they contain, and is used to create, move and delete mappings and groups.
The right-hand section displays the properties of the attribute mapping or mapping group selected in the left-hand section, and is used to enter and edit these properties.
To close the dialog and save changes made to attribute mapping, press the OK button. To close the dialog without saving changes, press the Cancel button.
Note: Changes made in the LEXICON module are not committed to the database until a
Save Work takes place.
6.1
Tree View
Viewing/Editing Attribute Mappings
6.2
Default Attribute Mappings
A number of default mappings are supplied with Schematic Model Manager. They are listed in the Default Mappings attribute mapping group folder.
If required, these default mappings can be edited.
To edit an attribute mapping, select it in the tree view. The properties of the mapping are then displayed in the right-hand section, and can be edited as described in Creating Attribute Mappings.
Viewing/Editing Attribute Mappings
6.3
Creating Attribute Mapping Groups
To create a new attribute mapping group right-click on either the top-level Attribute Mappings node, or on an existing attribute group node. From the menu that is then displayed, select either the Create > Attribute Group option or the Insert > Attribute
Group option.
If the Create option is selected, the new attribute group node with the default name of New Attribute Mappings is then created at the bottom of the hierarchy of groups and mappings within the currently selected node.
If the Insert option is selected, the new attribute group is instead created directly above the node that was selected when the option was selected. The Insert option is not available from the top-level Attribute Mappings node.
The right-hand section of the dialog displays the properties of the new group.
Complete these properties to set up the attribute mapping group.
1. In the Name field, change the default name of the mapping as required. Alternatively, double-click on the name in the tree-view and type in the name. A mapping name may be up to 50 characters. The @ symbol may not be included.
2. The Element Types field displays the SCTYPEs to which the mappings in the group can be applied.
If no SCTYPEs are specified in this field, all SCTYPEs may be selected for mappings in the group.
Viewing/Editing Attribute Mappings
To select the SCTYPEs, press the ... button at the end of the field. The Select Values dialog is then displayed.
3. The Select Values dialog consists of two lists. The Available Values list lists the SCTYPEs which are available for selection. The Selected Values list lists the SCTYPEs that have been selected.
To select an SCTYPE, select it in the Available Values list and press the > button to transfer it to the Selected Values list.
To de-select an SCTYPE, select it in the Selected Values list and press the < button to transfer it back to the Available Values list.
Use the >> button to move all SCTYPEs to the Selected Values list. Use the << button to move all SCTYPEs to the Available Values list.
Press the OK button once the required SCTYPEs have been selected. The selected SCTYPEs are then displayed in the Element Types field.
Press the Cancel button to close the dialog without saving any selections that have been made.
4. Whether or not the attribute mappings in the group are applied can be made conditional. To enter the conditions, press the ... button at the end of the Condition field and enter an XPath Expression using the XPath Expression Builder dialog. See XPath Expression Builder Dialog for details
If an invalid expression is entered, “False” is displayed in the Condition field, indicating that the mapping cannot be applied. If a valid expression is entered, “True” is displayed.
“True” is also displayed if no conditions are entered. If no conditions are entered, mappings are applied by default.
5. In the Source System field, select which source system the mappings in the group are to be applicable to. The mappings in the group will only be applied to data imported from this system. The default entry is blank, meaning all systems.
Note: The list of source systems can be added to by processing data files using the Source
Dictionary Management interface.
6. In the File Format field, select the import source file format associated with the source file attributes in the group from the drop-down list. The default entry is blank, meaning all formats.
Viewing/Editing Attribute Mappings
7. The File Format Version field displays the versions of the source file format associated with the source file attributes in the group. The default entry is blank, meaning all versions.
To select the versions, press the ... button at the end of the field. The Select Values dialog is then displayed.
See Creating Attribute Mapping Groups for details of this dialog.
6.4
Creating Attribute Mappings
To create a new attribute mapping right-click on either the top-level Attribute Mappings node, or on an attribute group node, or on an existing attribute mapping. From the menu that is then displayed, select either the Create > Attribute Mapping option or the Insert >
Viewing/Editing Attribute Mappings
The right-hand section of the dialog displays the default properties of the new mapping.
Complete these properties to set up the attribute mapping.
1. In the Name field, change the default name of the mapping as required. Alternatively, double-click on the name in the tree-view and type in the name. A mapping name may be up to 50 characters. The @ symbol may not be included.
2. The Element Types field displays the SCTYPEs to which the mapping is to be applied. To select the SCTYPEs, press the ... button at the end of the field. The Select Values dialog is then displayed.
Refer to Creating Attribute Mapping Groups for details of this dialog.
The SCTYPES that are available for selection are limited to those specified for the mapping group. If no SCTYPEs are specified for the group, any available SCTYPE may be selected.
3. In the Database Attribute field select the UDAs/database attributes to which the source file attribute is to be mapped to. The attributes that may be selected will be those common to the SCTYPEs selected in the Element Types field.
4. Whether or not an attribute mapping is applied can be made conditional. To enter the conditions, press the ... button at the end of the Condition field and enter an XPath Expression using the XPath Expression Builder dialog. See XPath Expression Builder Dialog for details.
If an invalid expression is entered, “False” is displayed in the Condition field, indicating that the mapping cannot be applied. If a valid expression is entered, “True” is displayed.
“True” is also displayed if no conditions are entered. If no conditions are entered, mappings are applied by default.
Note: Conditions may also be set up for the group as a whole. If conditions have been
setup for both the group and the mapping, both sets of conditions must be satisfied if the mapping is to be applied.
Viewing/Editing Attribute Mappings
5. In the Source Attribute field, either enter the name of the source file attribute. Alternatively, press the ... button at the end of the field and enter an XPath Expression using the XPath Expression Builder dialog. See XPath Expression Builder Dialog for details.
6. In the Attribute Units field, if applicable select the type of unit (e.g. weight, volume) associated with the source file attribute from the drop-down list.
Alternatively, press the ... button at the end of the field and enter an XPath Expression using the XPath Expression Builder dialog. See XPath Expression Builder Dialog for details.
This field may be automatically completed if the XPath Expression Builder dialog is used to enter an XPath Expression in the Source Attribute field. See Automatic Setting of Attribute Units and Types.
On import, the type of unit will be converted to the unit of measure (e.g. kilogram, cubic metres) specified on the Units tab of the Project Options dialog. See Units Tab. 7. In the Source Attribute Type field, enter the source attribute type, e.g. string, integer
etc. The default entry is “string”.
This field may be automatically completed if the XPath Expression Builder dialog is used to enter an XPath Expression in the Source Attribute field. See Automatic Setting of Attribute Units and Types.
8. In the File Format field, select the import source file format associated with the source file attribute from the drop-down list. The default entry is that of the attribute group. 9. The File Format Version field displays the versions of the source file format
associated with the source file attribute. The default entry is that of the attribute group. To select the versions, press the ... button at the end of the field. The Select Values dialog is then displayed.
