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

Engineering User Training

TM-3650

TRAINING GUIDE

AVEVA Engineering (14.1)

www.aveva.com

AVEVA Engineering (14.1) Engineering User Training TM-3650

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2

AVEVA Engineering (14.1) Engineering User Training TM-3650

Revision Log Date

Revision 0.1 0.2

09/06/14

1.0

05/06/15

2.0

Description of Revision Issued for Review Reviewed Approved for Training with AVEVA Engineering 14.1.0 Approved for Training with AVEVA Engineering 14.1SP1

Author

Reviewed

Approved

KI, JB KI, JB

JB

KI, JB

JB

GC

KI

JB

GC

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

Suggestion / Problems If you have a suggestion about this manual or the system to which it refers please report it to AVEVA Training & Product Support at [email protected] This manual provides documentation relating to products to which you may not have access or which may not be licensed to you. For further information on which products are licensed to you please refer to your licence conditions. Visit our website at http://www.aveva.com

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.

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AVEVA Engineering (14.1) Engineering User Training TM-3650

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. Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual property rights where such breach results from a user's modification of the AVEVA software or associated documentation. AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom

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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4

Contents 1

Introduction .............................................................................................................................................. 8 Aim..................................................................................................................................................... 8 Objectives ......................................................................................................................................... 8 Prerequisites .................................................................................................................................... 8 Course Structure .............................................................................................................................. 8 Using this guide ............................................................................................................................... 8 Starting AVEVA Engineering .......................................................................................................... 9 2 Overview of the AVEVA Engineering Application .............................................................................. 11 AVEVA Engineering Concept ....................................................................................................... 11 AVEVA Engineering Interdisciplinary Project Data Concept .................................................... 12 AVEVA Engineering deliverables ................................................................................................. 13 AVEVA Engineering (Tags) Integration with AVEVA Products ................................................. 16 3 AVEVA Engineering Basic Workflow ................................................................................................... 17 AVEVA Engineering (Basic) Workflow......................................................................................... 17 4 AVEVA Engineering User Interface Overview .................................................................................... 21 AVEVA Tags Title Bar .................................................................................................................... 21 Tab Menus ...................................................................................................................................... 21 Project Tab ............................................................................................................................... 22 Home Tab................................................................................................................................. 26 Manage Tab ............................................................................................................................. 26 View Tab .................................................................................................................................. 27 Admin Tab ................................................................................................................................ 27 Quick Access Toolbar ................................................................................................................... 28 Adding Menu to Quick Access Toolbar – A Worked Example ................................................. 29 Messages ........................................................................................................................................ 29 Project Explorer ............................................................................................................................. 30 Exercise 1 – AVEVA Tags User Interface – Basic Overview ..................................................................... 32 5 Create and Edit Lists Records .............................................................................................................. 33 Records Creation in List View ...................................................................................................... 34 Direct (Manual) Records Creation in List View – A Worked Example ..................................... 34 List Data Entry & Editing ............................................................................................................... 37 Direct Data Entry – A Worked Example ................................................................................... 38 Data Entry Using Lists of Values Fields – A Worked Example ................................................ 38 Data Entry Using Reference List – A Worked Example ........................................................... 39 Editing List Data Records ............................................................................................................. 40 Single Cell Edit – A Worked Example ...................................................................................... 40 Multi-Records Edit – A Worked Example ................................................................................. 42 Editing Claimed Records .............................................................................................................. 45 Modifying List Columns Units of Measure .................................................................................. 45 Applying User Defined Units Sets to Columns Headings – A Worked Example ..................... 45 Changing Column Headings Units of Measure – A Worked Example ..................................... 49 Copying List Data........................................................................................................................... 51 Single Cell Copy of List Data – A Worked Example ................................................................ 51 Multiple Cells Copy of List Data -A Worked Example .............................................................. 52 Auto naming Records .................................................................................................................... 53 Applying Auto Naming to Existing Records – A Worked Example .......................................... 53 Find and Replace Text in List Data .............................................................................................. 58 Find and Replace Text in List Data – A Worked Example ....................................................... 58 Exercise 2 - Create and Modify Records ..................................................................................................... 60 6 Creating \ Editing Records Using Excel Import/Export Tool ............................................................. 63 Formatting Excel Import Files ...................................................................................................... 63 Excel Worksheet Import – A Worked Example ........................................................................... 64 Exporting Data to Excel Output .................................................................................................... 74 Exporting Data from Current Lists View – A Worked Example ................................................ 74 Exporting Selected Data from Database to Excel File – A Worked Example .......................... 75 Exercise 3 - Excel Import / Export ................................................................................................................ 81 7 List Records Management .................................................................................................................... 83 www.aveva.com View and Change Status of Lists Data......................................................................................... 83 © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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AVEVA Engineering (14.1) Engineering User Training TM-3650

Add and Change Status of Items in a Lifecycle – A Worked Example .................................... 83 Status Statistical Report for List Records ................................................................................... 90 Status Statistical Report for List Records – A Worked Example ............................................. 90 View History of Status Changes for Elements ............................................................................ 93 View History of Status Changes for List Records – Worked Example..................................... 93 Highlight Changes between Sessions in a List View ................................................................. 94 Highlight Changes between Last and Current Session – A Worked Example ........................ 95 Changes and History between Selected Sessions – A Worked Example ............................... 96 View Engineering Items on Schematic Diagrams and 3D Model in List View ....................... 101 View Engineering Items on Schematic Diagrams and 3D Model in List View - A Worked Example 101 Generate Schematic Models of Equipment Items in a List View ............................................ 105 Generate Schematic Model in a List View – Worked Example .............................................. 105 Display Document Links in Lists View – Worked Example ..................................................... 107 Exercise 4 – List Manage ............................................................................................................................ 108 8 Categories and List Management ...................................................................................................... 109 Categories Creations and List Management ............................................................................. 109 Creating List Categories – A Worked Example....................................................................... 109 Adding List to Categories – A Worked Example .................................................................... 112 Setting Lists View Properties ..................................................................................................... 114 Editing Lists Fields – A Worked Example .............................................................................. 115 Modifying List Layout ............................................................................................................. 118 Modifying List Sorting Settings - A Worked Example............................................................. 123 Adding Sub-List Display to List - A Worked Example ............................................................ 126 Exercise 5 – Category and List Management ........................................................................................... 129 9 Interdisciplinary Project Data Management ...................................................................................... 132 Interdisciplinary Project Data – Worked Example .................................................................... 132 Working User Journey- Worked Example .............................................................................. 132 Approve User Journey- Worked Example .............................................................................. 138 Accept User Journey- Worked Example ................................................................................ 141 Exercise 6 - Interdisciplinary Project Data ................................................................................................ 153 10 AVEVA Engineering – Deliverables ............................................................................................... 154 Datasheets Deliverables .............................................................................................................. 154 Create Datasheet Instance – A Worked Example ................................................................. 155 View/Edit Datasheets – A Worked Example .......................................................................... 158 Edit Datasheets Units of Measure - A Worked Example ....................................................... 159 Datasheets Issues and Revisions – A Worked Example ....................................................... 161 Updating Process Sketches in Datasheets Instance – A Worked Example .......................... 169 Updating NotePage (Free Cells) in Datasheet Instance – A Worked Example ..................... 174 Comparing Datasheet Revisions – A Worked Example......................................................... 177 Datasheets Export/Import ...................................................................................................... 179 Datasheets Publishing ........................................................................................................... 185 Report -Deliverables .................................................................................................................... 189 Running Quick Report on the Current List – A Worked Example .......................................... 190 Running Pre-Defined Report – A Worked Example ............................................................... 192 Print List Data ......................................................................................................................... 193 Exercise 7 – Reports and Datasheets ........................................................................................................ 195 11 Design Reuse ................................................................................................................................... 196 Exporting Project Data – A Worked Example ........................................................................... 197 Import Project Data – A Worked Example ................................................................................. 200 Appendix A – Cell Feedback Colours Settings ........................................................................................ 203 Appendix B – Claimed Objects and Attribute Control ............................................................................. 206 1.0 Editing Claimed Records - A Worked Example .............................................................................. 206

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AVEVA Engineering (14.1) Engineering User Training TM-3650

www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

7

CHAPTER CHAPTER11

1

Introduction

This training guide is for use with AVEVA Engineering 14.1. AVEVA Engineering 14.1 is based on the AVEVA Everything3D™ platform, which is visible in the look and feel of the user interface and login screen etc. However, it does not need AVEVA Everything3D™ in order to function. This chapter outlines the objectives for this guide, details the knowledge required, what must be in place before training starts, how to use this guide and the course structure.

Aim The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and maintain the major project indices such as Line List, Equipment Index etc.

Objectives To provide a clear understanding of the basic features of AVEVA Engineering Tags application. 

To familiarise users with the screen layout and the workings of the user interface.



To create and maintain Project Indexes.



To understand the various ways in which they can be modified.



Generate key project documents e.g. Datasheets, Line list. Equipment List etc.

Prerequisites Trainees should be familiar with Microsoft Windows.

Course Structure Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will have a training project, populated with model objects. This will be used by the trainees to practice their methods, and complete the set exercises.

Using this guide Certain text styles are used to indicate special situations throughout this document, here is a summary; Menu pull downs and button press actions are indicated by bold dark turquoise text. Information the user has to key-in will be in bold red text. Annotation for trainees benefit:

 Additional information  Refer to other documentation System prompts should be bold and italic in inverted commas i.e. 'Choose function'. Example files or inputs will be in the Courier New font, colours and styles used as before. www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

8

AVEVA Engineering (14.1) Engineering User Training TM-3650

Starting AVEVA Engineering Enter AVEVA Engineering 14.1.1 by selecting: Start > All Programs > AVEVA > Engineer > AVEVA Engineering 14.1.1

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

ACE

Username:

JNR.PROCESS-A

Password:

ENG

MDB:

ACE_PROC_WORK

Click the Tags tile.

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9

CHAPTER CHAPTER22

2

Overview of the AVEVA Engineering Application

AVEVA Engineering is an application for the creation and management of Engineering Tag Information & List data such as Line, Valve and Equipment Lists etc. AVEVA Engineering provides Interdisciplinary Workflow functionality also known as “Controlled Object Revisioning”; this enables independent concurrent working between disciplines as well as allowing Engineers to be in control of the data they are consuming from other disciplines. The Interdisciplinary Workflow enables different disciplines to work at different rates with staggered completion times and prevent changes in one discipline being forced on to other disciplines triggering a cycle of change. The application also provides the capability to:     

Create baseline across the whole project using selected revisions of data from each discipline Compare, update and link attributes in other AVEVA product databases View and change the lifecycle status of elements View Schematic diagrams, Schematic & 3D models Manage Datasheets.

AVEVA Engineering Concept AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective manner as they jointly develop the definition of all the key engineering items involved in plant or marine projects. The product allows this process to take place across multi-disciplinary teams in such a way that each discipline retains full control of its part of the information relating to any item as described below.

Line List

Line Number Rev. Sys. Pipe Seq. Code Type No.

Pipe Svc. Piping Size Code Class

Doc. No.

Rev:

Project: IPE-033

A01

Location Ins. Cls.

Ins. Heat Thk. Tr.

From

To

P&ID

mm

Operating Design Press. Temp. Press. Temp. Max. Min. Max. Min.

Testing Med. Press. Phase HT Pipe Stress Paint Insp. PED Temp Length Crit. Code Class Fluid Line Grp. barg °C mm

barg

°C

barg

barg

°C

°C

L

0001 1400

PV

AD200

23L0004, 20L0039

23HJ001

XB-2310-01

0.8

69

10

FV

100

-29 Water 15.0

V

23

L

1800, 0003 1600, 1400

PT

AD200

23HJ001

23VG001

XB-2320-01, XB-2310-01

0.4

30

10

FV

100

-29 Water 15.0

M

23

L

0004 1000

PV

AD200T S

23L0013

23L0001

XB-2330-01, XB-2310-01

0.4

67

10

FV

100

-29 Water 15.0

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23

L

0006

PV

AD200

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XB-2330-01, XB-2320-01

0.4

30

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100

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01

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BD200

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100

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2.5

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23

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23

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0016

D02

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23

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D02

D02

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23

1600, 1400 0400, 0007 0300

0800, 0600 0800, 0600

50

Y

Notes Holds

YES

1

CAT 3

13905 YES

1

CAT 3

1, 3

7895

YES

1

CAT 2

1, 2

9990

YES

1

CAT 3

1

10

10450 YES

1

CAT 2

1, 2

10

2300

YES

1

CAT 1

1, 2

7850

NO

1

SEP

1

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6605

NO

1

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1

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NO

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YES

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YES

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XB-2330-01

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10

9340

YES

1

CAT 2

1, 2

0017 0200

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BD200

04

30

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43L2321, 20L0035

XB-2340-01, XB-2050-01

2.8

30

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100

-29 Water 15.0

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11430

NO

1

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1

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0018 0300

PL

BD200

04

30

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XB-2340-01

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NO

1

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1

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0019 0200

PL

BD200

04

30

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23PA001B

23L0017, 23L0042

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2.8

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YES

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1400, 1200 1200, 0025 1000 0600, 0026 0400, 0200

PV

AD200, AD200T S AD200T S AD200T S

01

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PED Cat.

01

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Y

10

P&ID

1

Process

Stress

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AVEVA Engineering (14.1) Engineering User Training TM-3650

AVEVA Engineering Interdisciplinary Project Data Concept The Interdisciplinary Workflow (Controlled Object Revisioning) is a new feature that has been added to AVEVA Engineering 14.1. The functionality has been designed to enable independent and concurrent working between disciplines. More specifically, it is intended to allow engineers to work to a specification whilst remaining in control of the set of data they are consuming from other disciplines. This is done by preventing changes in one discipline being forced immediately onto other disciplines and thereby avoiding a cycle of change being triggered between disciplines.This enables an engineer to base their own changes on a consistent set of data. It also facilitates the ability of different disciplines in a project to work at different rates with staggered completion times. This is achieved by revisioning data and using extracts to separate working data from issued data.

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

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AVEVA Engineering (14.1) Engineering User Training TM-3650

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



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

AVEVA Engineering deliverables A wide variety of fully formatted reports can be generated automatically from the database; including key project documents such as: 

Line lists



Ad hoc or departmental reports

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AVEVA Engineering (14.1) Engineering User Training TM-3650

In AVEVA Engineering Tags, imported or created data can also be used in:   

2D drawings (P&ID’s). 3D Model information. Isometrics (with process information).



Isometrics drawings with process information

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AVEVA Engineering (14.1) Engineering User Training TM-3650



Datasheet

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AVEVA Engineering (14.1) Engineering User Training TM-3650

AVEVA Engineering (Tags) Integration with AVEVA Products AVEVA Engineering contains Compare/Update utilities that allows AVEVA Engineering data to be compared against data created in other AVEVA products and/or external systems, and allow updates to be selectively applied as, where and if required. The Compare/Update utilities can be used by user(s) to integrate data between Design, Schematic and Engineering databases, as well as data from AVEVA Instrumentation, AVEVA Electrical and other 3 rd party data source (via Excel) into Dabacon Model databases as shown:



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

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16

CHAPTER CHAPTER33

3

AVEVA Engineering Basic Workflow

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

AVEVA Engineering (Basic) Workflow

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

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AVEVA Engineering (14.1) Engineering User Training TM-3650

2. Lists Records Creation. In AVEVA Engineering, list records used in key project deliverables such as Line List, Equipment List etc. can be generated and maintained. Records can be viewed, created and updated in the grid view via various methods such as:

3. List Records Management AVEVA Engineering Tags provides various manage capabilities allowing users to:

   

View list data in different styles and formats View and change the project lifecycle status of an item or element Highlight changes to data between AVEVA Engineering Tags sessions Manage List Categories

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

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AVEVA Engineering (14.1) Engineering User Training TM-3650

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

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AVEVA Engineering (14.1) Engineering User Training TM-3650

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20

CHAPTER CHAPTER44

4

AVEVA Engineering User Interface Overview

AVEVA Engineering-Tags module is accessed using menus and toolbars. This chapter gives a basic overview of how to access and use key menus and toolbars as shown in the diagram below.

The main parts of the AVEVA Engineering Tags User Interface are:  

  

Title Bar Tab Menus o Project o Home o Manage o View o Admin (ADMIN users only) Quick Access Toolbar List / View Window Message Log / Window

AVEVA Tags Title Bar The title bar of the AVEVA Engineering-Tags module displays the module name, project name and MDB of the currently project in the example below:

Module Name: Tags- AVEVA Engineering Project Name: ACE MDB: ACE_PROC_WORK

Tab Menus In AVEVA Engineering-Tags all of the commands, facilities and utilities are accessed from a number of Tabs, which can be selected from the Module Interface, these include: 

Tab Menus o Project o Home o Manage o View o Admin (Only visible for ADMIN users )

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AVEVA Engineering (14.1) Engineering User Training TM-3650

To display the Admin tab, close all existing sessions. Enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_PROC_WORK.

Project Tab The Project Tab is primarily used to exit the programme, switch between AVEVA PDMS modules if required and allow the user to set editing/viewing preferences for the AVEVA Engineering-Tags module.

This menu provides access to a number of key functions such as Save Work and Get Work. To access the Project menu, click on the Project tab from the AVEVA Engineering-Tags main toolbar as highlighted.

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

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Get Work The Get Work option is used to refresh data in any opened lists with any changes that other users may have made to the data since the lists were opened.

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

Help Online Help for the Tags module can be accessed by clicking on the Project tab and selecting AVEVA Engineering-Tags Help option from the sub-menu as shown:



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

from AVEVA Engineering-Tags User Interface.

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Options The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To open the Options form select Options from the Project tab as shown:

This menu provides access to number of key functions.

Set Default Units of Measure: Set the default or presentation units of measure used for values in lists, (Only enabled for ADMIN users). Save List Layout Changes on Close: Users may change the layout of lists e.g. the order in which columns are displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select Ask (this is the default setting). If such changes are not being saved, select No. Prompt for Session Comment during Save Work: When a Save Work is carried out; a window may optionally be displayed in which a comment regarding the session can be entered. If this is required, check the Prompt for Session Comment during Save Work checkbox. The checkbox is unchecked by default. Highlight Changes after Get Work: Enables/disables highlight changes after GetWork. Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from Parent Extract. Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh from Ancestors. Autorenaming active on attribute changes: Enables/disables autorenaming on attribute changes. Show database errors on grid: Enables/disables showing database errors on grid. Refresh PBS Explorer on Events: Enables/disables refresh Flexible Explorer on events. Selection direction after cell edit: The direction of the next cell relative to the current. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Auto Save Work: Enables the ability to have perform automatic Save Work operation on a regular and controlled basis. There are controls for whether this feature is on or off, the duration in minutes between each Auto Save event, as well as whether a prompt should be displayed to the Engineering user to confirm or cancel the Auto Save.

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



Exit - This is used to exit the AVEVA Engineering application

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

Project Explorer: Presents database content depending on user needs. It provides relevant navigation and selection, independent of database organisation. Lists and Schedules: Enables creation, opening and managing lists and list categories. Clipboards: Contains functions to cut, copy and paste data in a list view. Records: Contains functions to create new records, and edit and delete multiple records in a list. Datasheets: Enables creation, opening and managing datasheets instance. Grid Actions: Contains functions to select all records in a list, view lists in the Card View format, clear all temporary filtering from a list, set cell feedback colours and generate a report on the data in the current list. Reporting: Provides access to Report Designer used to run pre-defined reports and to create user defined reports. These are supplied with Tags or created by users in Report Designer. Find : Enables search operations such as tagged items, Headings and Data Values.

Manage Tab This menu provides access to a number of groups such as: Status Control: Contains functions to set status definitions and display a graphical representation of a selected lifecycle. Status Actions: Contains functions to Promote, Demote, Edit, view graphical representation and view Status History for the selected records.

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Revisions Baseline: Only available if the project is configured to use the Controlled Object Revisioning capabilities. Changes: Provides functions to highlight data changes between different selected database sessions and view the column /row history . Extracts: Provides functions to claim and release data to other users. Integration: Provides functions to export data to AVEVA NET and Compare/Update/Link the data values from AVEVA Engineering against data held in other AVEVA databases. Import / Export: Provides functions to export/import data to/from an Excel spread sheet.

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

This menu provides access to number of key groups such as: View: Provides functions to view the schematic diagram in which an element is located, view the schematic and 3D model associated with an element, and view the documents linked to elements. The “Collections” options allows for ad-hoc selection of items in the grids to be grouped together under a user defined name. Project Explorer: Open and manage Project Explorer. Window: Provides functions to view lists displayed in different modes. Grid Options: Provides functions to display or hide grid options such as filtering, units of measurement in the column headers of a list, cell feedback colours, slash that prefixes some values in a list, column summaries etc.

Admin Tab The Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g. SYSTEM).

This menu provides access to number of key groups such as: Admin Tools: Provides functions to open the Command Window, edit database views, define and switch on autonaming rules for new records and configure the interface with AVEVA NET. Database: Provides options to display or conceal the project database Explorer. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Datasheets: Provides functions for datasheets configurations. List Units: Reset list units to default. Enable Tag Editor: Enable Tag Editor form.

Quick Access Toolbar This toolbar provides the capability to add Tabs and Project menus for easy access. Some commands such as Save Work, Get Work, Redo and Undo are located in the toolbar by default.

Save Work: Saves any changes made to data.

Get Work: Refreshes data in any opened lists with any changes that other users may have made to the data since the lists were opened.

Undo: Undoes the last change made to data in a list, including the adding and copying of records.

Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed.

Session Comment: Enables user (s) to add database default session comment.

Reset Cell Feedback Colours.

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Adding Menu to Quick Access Toolbar – A Worked Example To add a tab or project menu to the Quick Access toolbar, right-click on the required command, in this case , and select Add to Quick Access Toolbar option from the menu as shown:

The selected Tab is then added to the toolbar and to remove the added command right-click on the Quick Access Toolbar main toolbar and select Remove from Quick access Toolbar.

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

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

Regular project Breakdown



System based



Document Based



Class based



System based ( XML)

Right button click on an item in the explorer will display the context menu.

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

Each breakdown can be displayed as a multi list (default) or split on to separate tabs as below.

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Exercise 1 – AVEVA Tags User Interface – Basic Overview 1. Add the following functionality icons listed below to the Quick Access Toolbar:

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

2. Select the “Customize Quick Access Toolbar” pull-down to display the Customize Quick Access Toolbar list menu. Click the “Show Below the Ribbon” option to display the Ribbon below the Ribbon Bar.

3. Minimize the Ribbon Bar by selecting “Minimize the Ribbon” option

.

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CHAPTER CHAPTER55

5

Create and Edit Lists Records

In AVEVA Engineering, list records in key project deliverables such as Line List, Equipment List etc. can be viewed, created and updated using a number of lists or views, each of which displays a category of data in a grid format.

Below is an example of AVEVA Engineering list view.

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

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

Direct (Manual) Records Creation in List View – A Worked Example Close all previous AVEVA Engineering sessions. Enter AVEVA Engineering-Tags module as JNR.PROCESS user with the following details: Username: JNR.PROCESS-A; Password: ENG; MDB: ACE_PROC_WORK. Adding a new record to a list view, first open the desired list, in this case “Line List-- Basic” view. Click on the Home tab, and then select the category (e.g. Process) the list belongs to, from the list of categories pull-down window in the Lists and Schedules group.

Then select the desired list “Line List - Basic” from the available lists and click the Open icon. The list is then displayed in the List / View window.

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The list is then displayed in the List / View window as shown:

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

The Create element information form is then displayed.

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

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Enter the required information in the fields provided as shown:

In Mandatory Information Section:



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



In Fluid Code Field, the ‘HL’ from pulldown window.



In Line Number field enter ‘56’

In Nominal Size field, select ‘100’ from pulldown window.



In Service Code select ‘1’

Then click on the NEXT button. This displays a second form to enter optional data that may be entered now or later.

Select the Finish button to confirm the settings and close the form .

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

List Data Entry & Editing The grid view provides user(s) the capability to add data directly to newly created items or edit existing records as described in the following worked examples.

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

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

Data Entry Using Lists of Values Fields – A Worked Example Lists of values are available for some fields; these are accessed from the arrow button which is displayed when the mouse cursor is hovered over them. For line 100-B-1, click into the Fluid Code. Select the preferred value (e.g. ‘CN’) from the available pull-down list to update the list data as shown:

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

Data Entry Using Reference List – A Worked Example Some fields in the list view can be setup to use a reference list. In grid view such cells are automatically provided with the facility to select values from a reference browser. The Reference browser form can be accessed by clicking the browse button which is displayed when the mouse cursor is hovered over it as shown: Highlight line 150-A-3.

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



The Search tab in the Reference Browser form may also be used to search for values.

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AVEVA Engineering (14.1) Engineering User Training TM-3650

Use the Explorer tab to browse the database structure for the desired value. In this example select “SPEC A3B” and click OK button from the Reference Browser form to update the list view as shown:

Editing List Data Records List data in the grid view can be edited using single cell edit or multi-record cell Edit (Bulk Edit) as described in the following worked examples.



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

Single Cell Edit – A Worked Example Edit a single cell in a list view, for Line “50-CN-25150-A1”. Click on the desired value to select it and change the existing value in ‘Design Temperature Maximum’ field from ’93.33’ to ‘100’’. The slider at the button of the form can be used in the normal manner to increase/decrease the font size.

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

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



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

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

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

Multi-Records Edit – A Worked Example Multi-Record Edit allows user(s) to edit multiple records in a list view if required. This is achieved via the standard window selection method, select the desired row as shown (e.g. left mouse click on the required row plus Ctrl).



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

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

The Multi record edit form is then displayed as shown:



The ‘Multi record edit’ form can also be displayed by clicking on the ‘Edit’ icon.

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



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

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



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

Click the OK button to apply the update to the selected record in the list view.

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

Modifying List Columns Units of Measure The unit of measure is used to quantify values in a column and can be changed by user(s) to desired units of measure. The units change(s) is only for the user presentation, it does not affect the project default units. AVEVA Engineering also provides the user with the capabilities to apply user defined Unit Sets to List columns. This is described in the worked example below:



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

Applying User Defined Units Sets to Columns Headings – A Worked Example In this example, close all previous Process AVEVA Engineering-Tags sessions and enter AVEVA Engineering as user SYSTEM password “XXXXXX” MDB: ACE-PROC-WORK



Users modifying column headings Unit Sets must have the appropriate access right.

Open ‘Lines list basic’ list view from Process Lines category.

Click the unit icon measure.

button in the ‘Design Temperature Maximum’ column to display default of units of

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

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

Click on the Manage icon in the ‘List and Schedules’ group to apply desired unit sets to column headings or modify existing column headings Unit Sets.

The Manage Lists form is then displayed. Click on the List Properties button.

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The List Manager form is then displayed.

Select the “Fields” tab from the List Manager form to display the Fields tab content.

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



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

Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. The Manage List form is then displayed. Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage Lists form. Click the unit icon button in the “Design Temperature Maximum” column to display user defined Unit Sets as highlighted below.

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Changing Column Headings Units of Measure – A Worked Example Edit a range of “Operating Temperature Maximum” cells for tagged items (100-A-15,100-A-18,100-A-20 and 100-A-320 with some values as shown:

Click the unit icon list.

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

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



The units change is only for user presentation, it does not affect the project default units or data

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Using the ‘Precision’ option allows user to set the number of decimal places required to be displayed. In the following example this is set from ‘2’ to ‘3’.

Set the ‘No. of Decimals’ from ‘2’ to ‘3’. Click on the OK button.

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Copying List Data The copy functionality allows users to copy the content of a cell in a list. This can either be single or multiple cell copy as described in the worked example.

Single Cell Copy of List Data – A Worked Example Select the desired cell and click Copy in the Clipboard group of the Home Tab, or right-click and select Copy from the menu that is then displayed, alternatively press ‘Ctrl+C’.

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

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Multiple Cells Copy of List Data -A Worked Example Copy the content of a cell to multiple cells: Click on the cell with the desired content (e.g. 50-CN-25100-A1 “From” cell) and use standard window selection methods (e.g. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy the data. Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click menu.

The selected cells are then automatically updated as highlighted.

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Auto naming Records Records in a list view can be renamed if required; this can be done by applying auto naming rules via the “Auto naming” option or manually by clicking the “Rename” option from the “Edit” option in the Records group of the Home tab. Auto naming rules are usually defined by the system administrator in accordance with the company naming conventions or format. When the rules are activated and applied to new or existing records, the selected records are automatically named according to the current applicable rules. This is described in the following worked example.



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

Applying Auto Naming to Existing Records – A Worked Example In this example, the selected item will be automatically renamed when a change is done to an attribute, which the naming rule depends on.

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

Enter values for the attributes Fluid Code(BW) ,System(A), Line Sequence Number(2), Specification(A3B) and Service code(1). Note how the name changes from 100-B-2 to 100mm-BW-A-2-A3B-1

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

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

Auto naming rules can also be applied to existing records that are not named according to the current applicable rules. Select the record row “100mm-BW-A-2-A3B-1”.

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Click on the down-arrow button next to the Edit option in the Records group of the Home tab. From the menu that is then displayed, click Rename option.



If more than one record row is selected the Rename option is disabled.

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

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

Select the record row “200mm-BW-A-2-A3B-1” and click on the down-arrow button next to the Edit option in the Records group of the Home tab. From the menu that is then displayed, click Auto Rename option.

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



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

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

Find and Replace Text in List Data – A Worked Example Find heading text “FROM” within the “Line List” list, enter the text (FROM) to be searched for in the FIND field in the Find Replace group of the Home Tab. From the Search icon pull-down list , select the data to search for; (e.g. Headings and Data Values).

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

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

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

Alternatively, click “Find” or “Replace” icon in the drop-down list accessed from the arrow to the right of button next to the “Find” field, or right-click on a list and select the “Find and Replace” option from the menu. The “Find and Replace” is then displayed as shown:

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Exercise 2 - Create and Modify Records 1. Open “Lines List-Basic” list view and create the following 4 records using the “New” button in the records groups of the home tab as described:

The Mandatory and Optional information fields should be completed as shown below:

Area 100 101 102 103

Fluid Code HL HL HL HL

Line Number 400 401 402 403

Nominal Size 100 100 50 150

Service Code 1 1 2 2

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

Fluid Phase

Fluid

Spec

Liquid /Gas

Hydrocarbon

Liquid /Gas

Hydrocarbon

A1A A1A

Liquid /Gas Liquid / Gas

Hydrocarbon Hydrocarbon

A1A A1A

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3. Use the Multi-Record capability: 

Add the following attribute value in the table to the newly created records.

New Record

Phase

100-HL-401-1 100-HL-402-2

Liquid Liquid

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CHAPTER CHAPTER66

6

Creating \ Editing Records Using Excel Import/Export Tool

This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. The Excel Import and Export tool supports the import and export of Excel Workbook files to and from the Engineering database. The Import/Export tool also provides the capability to highlight differences and accepts or rejects attribute data updates. This tool is designed to support activities such as: 

Import of attribute data such as operating pressures and temperatures from external system.



The import of elements generated in an external system, such as Equipment and Nozzles.



The round tripping of elements in and out of the Engineering database

Formatting Excel Import Files Excel Import tool is used where the contents of an Excel file is used for an import. The Excel file may contain multiple worksheets. The import file must follow certain rules as described below: 

The Import file must contain One Element Type per Worksheet, including UDETs.



The first row of the file must contain a list of headings. Each heading represents a column in the file containing an attribute of the elements being loaded.



One column per Database Attribute.



The first data row starts on the second row.



Item matching will require Ref or Name column.



Item create will require an OWNER column. If this column is present, the owner of an element in an import file must either exist in the import file, or already exist in the Dabacon database.

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Example of an Excel Import file format containing Equipment data.

Excel Worksheet Import – A Worked Example This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel Worksheet files e.g. Equipment List to the Dabacon database (Engineering Database). To start the Import Process:



Close all previous AVEVA Engineering-Tags sessions.

In a separate session enter AVEVA Engineering with the following details: Username: JNR.MECH.A Password: ENG; MDB ACE_MECH_WORK Open “Equipment List-Full List” list view from the Mechanical category.

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Click on the “Manage” tab and then select the Excel Import/list option in the Import / Export group as highlighted, use the ‘list’ option.

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



Excel file will be provided by the trainer.

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

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



If Configuration Name exists, it will be available for selection from the Configuration Name dropdown menu.



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

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Option User

Default folder location C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\USERDATA\\Data\Excel

Project

C:\Users\Public\Documents\AVEVA\Engineering\Projects14.1.1\\ dflts>\Data\Excel

Product

C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\DFLTS\data\Excel

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



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

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

The Import Wizard will attempt to match the imported element type that each worksheet contains to the database element type, if the same element type names exist.



If the “Excel Interface Wizard- Import” made no element type suggestion or made an inappropriate suggestion, the user must select the required Element type from the “Element Type” drop down list.



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



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



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

to remove

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



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

In the “Attribute row”, map the data (attributes) contained in the excel import file to the required Engineering database attribute which will be populated or updated. The “Excel Column” text are automatically mapped to the Engineering database attributes in the “Attribute” cell if the “Excel Column” text match the Engineering database attribute If no match is established, the data (attributes) contained in the excel import file are manually mapped to the desired Engineering database attributes for each column as shown below:

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

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



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



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

Once the required configuration in Column and Element dialog is complete, click on the Next button; the Configuration Options form is then displayed.

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



The Configuration Options Form allows remove carriage return from the text attributes.

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To continue click on the Next button from “Configuration Options” dialog to display the “Save Configuration Changes” dialog.

To save the configuration check the “Save the Configuration” check box.



If a configuration name was previously entered in “Choose a Configuration” form, the system defaults to the existing name.

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



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

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Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard window will then be displayed with a list of potential changes. No changes are made at this point, and the import may be cancelled without affecting the contents of the database.



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

Select the Accept/Reject tab to review all the imported data as shown:

Check the “Accept All” check box to accept all the required changes or updates as shown:

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User(s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by selecting ‘Feedback Colours’ option form by right –clicking the submenu as shown below:

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

The import process is completed with Errors .

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

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

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

The import data is then displayed in the specified list e.g. Equipment List-Full List.

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Exporting Data to Excel Output The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel output. There are two ways to export data from AVEVA Engineering these are: 

Exporting data from current list view.



Exporting data from Selected Database.

Exporting Data from Current Lists View – A Worked Example Export data from current list view to Excel Worksheet File: Open the list view e.g. “Equipment List-Full List”. Right-click on the list and select the ‘Export to Excel’ option from the submenu as shown:

Alternatively, click on the Current List from the pull-down list in the Import / Export group of the ‘Manage’ tab as shown:

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

Exporting Selected Data from Database to Excel File – A Worked Example This tool allows users to export selected data from the database (e.g. Engineering database). Open the list view e.g. “Equipment List-Full List”. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. Select the “Select from Database” option.

The “Excel Export Interface Wizard” form is then displayed. Select the Configuration Name created during the import example, which in this case is ‘EQUIP LIST TEST’. If no Configuration Name exists, user(s) may enter their preferred name and click the Next button

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

Toolbar descriptions:

Deletes the selected rows.

This adds a new row to the grid. This allows an additional worksheet to be defined and added to the export by selecting the icon. Moves the selected row up the grid. The worksheets in the export file will be created in the order that they are shown in the grid.

Moves the selected row down the grid.

To export different UDETs of the same base type.

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

Users may choose to add an additional attribute to the displayed Element Type by clicking Add a new row Icon



in Column and Element Configuration toolbar to add the required number of rows.

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

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In this case add attribute “: WIDTH-DIA” and “Ref” to the attribute row. The wizard automatically defaults the ‘Excel Column’ name to the name of the selected attribute by clicking the Excel column row. This can be changed if required.

Click the Next button in the Column and Element Configuration wizard to continue. The “Configuration Options” wizard form is then displayed.

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To remove leading slash from ‘NAME’, ‘OWNER’, and ‘Reference attributes’. Click on the appropriate checkboxes. In this example the checkbox for “NAME” and “OWNER” should be checked to remove leading slash from exported data.

Click on the Finish button. The “Select Filename for export” dialogue will then be displayed. Enter Name of the export file and click the Save button.

Enter Name of the export file and click the Save button.

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

The file is then saved to the specified location. Some formatting is included and a filter is automatically added to each column as shown:

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Exercise 3 - Excel Import / Export



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



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

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CHAPTER CHAPTER77

7

List Records Management

AVEVA Engineering Tags provides various Manage capabilities allowing users to:



View and change the project lifecycle status of an item or element.



Highlight changes to data between AVEVA Engineering Tags sessions.

This chapter covers Status control and Change Highlights Managements worked examples.

View and Change Status of Lists Data AVEVA Engineering provides Status management facilities to graphically view lifecycle stages associated with the elements in the current list as a workflow diagram. Elements may be assigned a lifecycle consisting of defined Status, which they progress through. The status levels are defined in the Lexicon module by the system administrator.

Add and Change Status of Items in a Lifecycle – A Worked Example This capability allows users to add Elements that are not on the lifecycle and to change the status of elements to any status in the lifecycle. This is actioned by commands to promote or demote on the status actions part of the “Manage” tab. This example describes how to add status to item(s) e.g. “Equipment items” and change existing status of item(s) in the lifecycle. In a separate session enter AVEVA Engineering as JNR-MECH-A user with the following details: Username: JNR-MECH-A; Password: ENG; MDB: ACE-MECH-WORK



If the “JNR.MECH-A”.AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply proceed with the following steps.

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Open “Equipment List-Full List” list view. Use the filter on ‘C-’ in the TagNo column to restrict the number in the list. Click on the Manage tab as shown.

Select the appropriate lifecycle for the displayed list (e.g. Equipment List-Full List) from the “Status Definition” drop-down list (in this case “Equipment Status Definition for Engineering items”) and select Status Graphical Viewer icon button to open and review the graphical representation of the selected lifecycle. The Graphical View form is opened displaying the graphical representation of the selected lifecycle. Select the desired elements in this case “C-9001, C-9002 and C-72404”. Click the Edit icon Status Action group of the Manage tab as highlighted:

in the

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The “Status Definition for Engineering Items” form is then displayed. The current status of the element will be listed as “Not Controlled”, meaning they are not on the current lifecycle.

 Elements

with uncontrolled status values cannot be promoted or demoted; the options on the tab are disabled.

Select the required status in this case “Identified [0]” to apply to the element, enter a comment if required, and click “OK” button or “Apply” button.

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The elements (item) are set to the selected status in the list as shown:



Use the Multi-select filter in the ‘TagNo’ column to restrict the number of items in the displayed list.

Promote the status of the item “C9001” to the next stage in the lifecycle, select it in the list and click Promote in the Status Actions group of the Manage tab or select Edit option to promote the element to the next status.

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The Status Definition for Engineering Items form is displayed as shown. Enter comment if desired and click on OK button to apply the status change:



The “Status Definition for Engineering Items” form lists the names of the selected elements, the time and date of the last status modification and identifies the user who made that change.



The Multiple elements in the same status can also be selected and promoted or demoted.

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Search for elements in a list that share the same status in a lifecycle, click on the drop-down list next to Status Values list field as shown below:

From the Status Values list pull-down list select the desired status from the available list in this case “Working [0]”. Click the search highlighted.

icon next to the pull-down list. All objects in the list at the selected status are then

The selected Status value is displayed both in the grid and highlighted in Graphical view form as shown.



The selected Status value is displayed both in the grid and highlighted in Graphical view form.

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Right –clicking on a status definition (e.g. ‘identified’) from Graphical View form highlight items in the list that shares the same status.

Remove an element or elements from a status lifecycle by selecting the desired item (C-9001) in the list. Click on the ‘Remove’ button in the Status Actions group of the Manage tab.

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The “Remove Status” form is then displayed. Select the “Yes” button to remove the selected element(s) from the status lifecycle. In this example select the “No” button.

Status Statistical Report for List Records This functionality allows the user(s) to generate and view a graphical breakdown of the proportion of selected elements in a list at each status. This is described in the work example.

Status Statistical Report for List Records – A Worked Example View graphical or statistical breakdown of elements by selecting the desired elements e.g. ‘C-9002’ in the list and promote to the next status (Working).

Then select the tagged items (C-9001, C-9002 and C-72404) in the list and Click the Statistics button in the Status Actions group of the Manage tab. The Statistical Report form is then displayed.

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Each coloured segment of the chart represents a status in the lifecycle currently selected for the list, as explained in the legend. Hover the mouse cursor over a segment to view the percentage of selected elements that the segment represents.

Display a different chart type, by right –clicking on the report background to display a menu and select “Chart type” from the sub-menu click on required chart type in this case “Pie Chart (3D)” as shown.

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Display the list of selected elements that a segment represents, by right-clicking on it and select the List Elements option from the menu.

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

Edit the status of the elements that a segment represents, by right-clicking on it, select the Edit Status option from the menu that is displayed. This facility is also available in the Status Actions group of the Manage tab. The selected segment is highlighted in yellow.



View a log of the status changes that have been applied to the elements that a segment represents,by right –clicking on it and select the Status History option from the menu that is then displayed.

View History of Status Changes for Elements This facility allows the users to view the details of the status transitions for the selected elements, along with other session histories. This is described in the example below:

View History of Status Changes for List Records – Worked Example View a history of status changes for elements, by selecting the desired item (C-72404) in the list as shown:

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Click the History button in the Status Actions group of the Manage tab. The Status History form is then displayed.

The log can be printed or exported to an Excel spread sheet by right-clicking and selecting the required option from the menu that is then displayed. If Export to Excel is selected, the Save as dialog is displayed. If Print Preview is selected, the Print Preview window is displayed. A Refresh option is available to update the log with any changes made since it was opened.

Highlight Changes between Sessions in a List View This tool provides users with the capability to view database changes related to objects between two database sessions or stamps and highlight the changes using different colours.



A new Session is created on the database when a savework is made. Details such as date, user and Session descriptions are stored as part of the Session data. Stamps are usually setup by system administrators to mark the relevant session of databases either by specifying a time and date or a session number www.aveva.com

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The Highlight Changes option contains current session and Choose Sessions sub-options. The “Latest” option will automatically compare two most recent database sessions “Choose Sessions” option will display dialogs for selecting database sessions and/or database stamps. The use of this tool is described in the example below:

Highlight Changes between Last and Current Session – A Worked Example Highlight changes between the last session and the current session . First change the C-9001 attribute value for ‘Area’ to ‘104. Click on the arrow button underneath the Highlight option in the Changes group of the Manage tab. From the menu that is then displayed, click the Current Session option.

The differences between the last and current sessions are then highlighted in the list view on a new list tab.



The new list tab only displays the changes. The data in this list view cannot be modified.

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The list view also display the type of change against each record in the list view as highlighted below.



Previous values of element(s) in previous sessions can also be viewed by hovering the mouse cursor over the desired item to display the previous value.



Finally close the Changes in:( Equipment List-Full) (s (0)-s(Latest)) List. This is a ‘read only’ List view, no modification of data is allowed via this view.

Changes and History between Selected Sessions – A Worked Example Highlight changes between selected sessions by clicking on the “Highlight” icon in the Changes group of the Manage tab. The Choose Historical Database Session form is then displayed as shown below:



The Choose Historical Database Session form is used to select a target session and a base session. Stamps may also be selected. The target session defaults to the current session.

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Select a ‘Base Session’, click the appropriate browse ... button. The “Select Session” dialog is then displayed.

Select the Sessions tab to display available sessions. The Stamps tab typically displays the list of available stamps. Select the desired Session and click OK button.

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The selected session is then saved to the Choose Historical Database Session form as shown:

From the Choose Historical Database Session form, click OK button. The differences between the selected sessions is then highlighted in the “Changes in Highlighted” List as shown:

Remove the applied filter on ‘TagNo’ column to display the full records.

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

Different types of changes are indicated with different colours. Modifications are highlighted in yellow. New records are highlighted in green. Deleted records are highlighted in orange.

The history of record data in a row or column in the displayed list can be viewed by selecting the desired row (in this case “P1502A”) and click on the History icon. Then select History option from the pulldown list in the Manage tab.



Apply appropriate filter to the ‘TagNo’ column for quick access to the desired tagged item.

The “Row History” list is then displayed in a separate List tab. The new list tab (Row History tab) for P1502A displayed the changed columns and values between selected sessions.

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The “Column History” for the selected sessions can also be display. This can be achieve by selecting the desired single cell in that column (in this case ‘Area’ column) and click on the Column History to view the data history.

The “Column History” list for the selected sessions (Target and Base sessions) is then displayed in a separate List tab as shown:



Users with the appropriate access rights can modify the row history identification column heading using the List Manager form. This is usually the first column by default in the Row History List, in this case “TagNo” column to display the desired column using the List Manager form as shown

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View Engineering Items on Schematic Diagrams and 3D Model in List View In a List view, items (elements) that are associated (linked) with a schematic diagram and 3D model can be displayed and viewed in Diagram Viewer and 3D Viewer. This user (s) can also highlight changes made to schematic diagram objects between selected sessions on which an item is located. This is described in the worked example below:

View Engineering Items on Schematic Diagrams and 3D Model in List View - A Worked Example Open “Equipment List-Full List” list view from the Mechanical category.

Select the desired item (P1501A) in a list, and click Diagram in the View group of the View tab and from the pull-down list select View Selected Item on Diagram. Or right-click on the list and select “View Diagram” option from the sub-menu.

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

The “View Selected Item on Diagram” option is available only when the element is linked with its equivalent in Schematic database using Compare Update tool.

Alternatively, right-click on the list and select “View Diagram” option from the sub-menu.



The “View Diagram” option from the list right-click menu is available only when the element is linked with its equivalent in Schematic database using Compare/ Update tool.



Schematic Diagram can also be opened, when items are not linked with its equivalent in schematic database by clicking on the arrow under the Diagram in the View group of the View tab as shown.

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The Diagram Viewer form is then displayed with the selected element, in this case “P1501A” highlighted in the diagram.



When the Diagram Viewer is open, an extra tab, Diagram Viewer-Actions, is displayed with options to navigate the displayed diagram.

To display associated or linked 3D item, click “3D” in the View group of the View tab. Alternatively right-click on the list and select “3D” option from the sub-menu.

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The associated or linked 3D item is then displayed.

Select the “3D Viewer Action” tab to display the 3D Viewer contextual menu. Select the “Equipment & Piping” checkboxes to display the 3D model of the selected element, in this case “P1501A”.

By using the “clipbox slider”, it is possible to see more or less of the surrounding items.

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Transparency of surrounding items can be adjusted using the “Transparency” Slide to make the selected item stand out, and to become clearly visible even if it is obscured by other items.



Options are available in the 3D Viewer contextual menu for what kind of items to include in the 3D View (Equipment, Piping, Structure, Cabling, and Hangers & Others).

Generate Schematic Models of Equipment Items in a List View The Schematic Model Viewer allows users to view the contents of the schematic model database independently of diagram layouts. It provides a continuous navigable view of equipment items and the interconnecting networks, independently of which system they belong to or which P&ID they have been drafted on. The section below described how this tool is used.

Generate Schematic Model in a List View – Worked Example To generate a schematic model from list view data, select the desired item e.g. “P1501A” in “Equipment list-Full List” view. Click on Model View in the View tab and from the pull-down list select View Selected Item in Schematic Model Viewer from the sub-menu as shown:



The “View Selected Item in Schematic Model Viewer” option is available only when the element is linked with its equivalent in Schematic database. A Schematic Model can also be generated if required, when items are not linked with its equivalent in schematic via the “View Schematic Model Viewer” option.

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The “Schematic Model Viewer” form is then displayed. The selected element in this case “P1502A” is placed at the centre of the generated view and the system automatically finds all connections in the database and displays each connection as a graphical sub tree.

To display inline items such as valves, reducers, instruments etc., select the Inline Items icon from the Schematic Model Viewer-Actions toolbar. The inline items of Model are then display as shown.

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Display Document Links in Lists View – Worked Example The example below describes how to view, documents and other resources linked to an element. Select the element in a list or in the database explorer and click Linked Documents in the View group of the View tab.

The Linked Documents window is then displayed.

To open a linked file or URL, right-click on the link and selects Open from the menu.



Linked documents are organised in the link classes which are in turn collected into link worlds. For more details on this and how to create Worlds and Classes. Please refer to AVEVA Engineering Tags User Guides.

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Exercise 4 – List Manage 1. Add a Status value to the following existing records as shown. Existing Record

Status Value

101-P-2603

Working

101-P-2604

Working

101-P-2605

Working

101-P-2606

Working

2. Modify the status of the records in the lifecycle as shown:

Existing Record

Current Status Value

Demote Value

101-P-2605

Working

Identified

101-P-2605

Working

Identified

3. Display the Statistical/graphical report in bar chart. Use the Highlight changes capability to view the changes between the last and current session.

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CHAPTER 8

8

Categories and List Management

AVEVA Engineering Tags provides users the capability to group and manage project data into different user-defined categories which are normally discipline specific and under each of these categories specific Lists (e.g. Equipment list) are created.

Categories Creations and List Management A list is created initially from a project database view and then grouped into user-defined Categories and this will usually be created by the advanced users or system administrator with administrative access rights to create or modify list layout. The following worked examples describe how to create and manage a user-defined Category and Lists within that Category.

Creating List Categories – A Worked Example In this example only user (s) with administrative access rights in this case “SYSTEM” user can create or modify existing categories.



Close all previous AVEVA Engineering-Tags sessions

Enter AVEVA Engineering as user SYSTEM password “XXXXXX” MDB: ACE-PROC-WORK

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Click on the Manage icon in the List and Schedules group, the Manage Lists form is then displayed.

Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then Displayed.

In the Category field text box enter the preferred Category name, in this case “PLANT” Select the Category type from the available pull-down list, User. In this example select “Project”

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

The choice of the Category type from the pull-down list determines where the list is stored. A User, may not have write access to the Project or Company, depending on Windows access rights.

Option Default folder location User C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\USERDATA\\Data\Lists Project C:\Users\Public\Documents\AVEVA\Projectsdflts\Data\Lists Company C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\DFLTS\data\Lists Click on the OK button. The ‘Manage Lists Category’ form is then closed and the new category is listed in the ‘Categories’ group of the ‘Manage Lists’ form.



Edit the Category Name and Type by selecting the preferred Category name from the categories list and click on the properties button to modify the name.



Delete Category from the categories list by selecting the category name and click the Remove Category button. When a category is deleted all the lists in that category are also deleted.

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Adding List to Categories – A Worked Example This worked example describes how to create and add Lists (e.g. Equipment list) to preferred Category. Select the preferred Category and add List by clicking on the Add List button on the “Manage Lists” form.

The List Manager Form is then displayed.

In the Name field enter preferred name e.g. ‘Plant Line List’

 The Name field is a mandatory field.

In Description field enter a preferred description name e.g. ‘Plant Process Line List’

 If the data from the list is to be exportable to AVEVA NET, check the Can be published to AVEVA NET checkbox.

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

To make the list visible in the list dropdown, check the Visible in list dropdown checkbox. Unchecking this option hides a list to user. It is not displayed in dropdown list control and cannot be opened. It can still be used as a sub-list.



In the View Definition Set section of the form, by default Project Views is selected in the list, this allowing users to select views from Element, User or Project view - In this example this field should remain as Project View.

The next step is to select the desired project database view (datasource) to base the list on, which will form the basis of the list view. In this case select ‘LINE-BASIC’



If required, filter the list of views by selecting a filter from the Database Types Filter list.

Click on the OK button to close the form. The newly created list ‘Plant Line List’ is then added to the “PLANT” category and is displayed on the Manage Lists form within the Lists in Category list form.

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

To edit or modify newly created List, select the required List from the Lists in the User Index Category list of the Manage Lists and click on the Properties button from the Manager Lists.



To delete a list, select the desired list from the List in Category list and click Remove List button. The selected list is then deleted.



To Copy a list, select the required list from the Lists in Category list, and click Copy List button. The “List Manager” form is then displayed with the properties of the copied list and a default name of “copy of ”, is given to the new list.

Finally, click on the OK button from the Manager Lists form to save the newly created list and close the Manage Lists form.

Setting Lists View Properties The user can specifies which fields are to be included in the list view, define the layout of the fields, the sorting order of the fields, and they can also apply filtering. This is described in the following worked examples.

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Editing Lists Fields – A Worked Example The List Fields allows user(s) to specify the columns to be displayed in the grid view and also give the user(s) the capability to modify the columns caption (display name). In this example the “Plant Line List” fields are modify to only display the following column in the grid view.          

Name Process Phase Fluid TO FROM Size Service Code Line Sequence Fluid Code Area

Select the “Manage” icon, to display the Manage Lists form. Click on the “PLANT” category to display available list (e.g. Plant Line List).



Only user (s) with administrative access rights can modify existing lists fields.

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Select the preferred list e.g.” Plant Line List” and click on the Lists Properties button to display the List Manager form.



The List Manager form, by default will select the View tab, where the lists, Name and Description can be modified if required. Select the “Fields” tab from the “List Manager” form to display the Field tab content as shown. Check the appropriate checkboxes in the “Select” column as highlighted.



All checkboxes are checked by default. To check or uncheck all checkboxes, select/unselect the checkbox in the Select column header.

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Then click on the OK button from the List Manager form to Save the Fields settings and close the List Manager form. The Manage List form is then displayed as shown:

Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage Lists form. The displayed list in the grid, in this case “Plant Line List” will automatically be updated with the field settings as shown:

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Modifying List Layout The List Layout allows user (s) to specify the order in which the lists columns are to be displayed in grid view. The List Layout also gives the user(s) the capability to add multi-level column headings and control the appearance of colours for headers and rows in a List, on a per-column, together with control of the cell Font colour. This is described in the following worked examples.

Adding Multi-Level Column to List Field - A Worked Example Multi-level column headings may be created by user(s) if required. Multi-level column is used to group columns together under User-defined column headings. This is achieved by selecting the Layout tab from the “List Manager” form to display the Layout tab content. Then right-click on the column displayed name or the “Root” node, in the left-hand section of the tab and click on “Add Group”.

A new column group heading is then added with the default name “Group 1” (assuming it is the first group to be created). Rename the default column group heading Name ‘Group 1’ if required. In this case enter “General Data”.

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Multi-select the desired columns and drag them onto the newly created group as shown:

 To rename or delete a group, right click on it and select the “Rename Group” or “Delete Group” option from the submenu.

The user could also add a column pin if required, by clicking on the Multi-Level Headings column displayed pin icon.

When a column is pinned, it automatically becomes the first (left-hand most) column of the list, and remains displayed at the left-hand side of the list even when the list is scrolled to the right.



Alternatively right-clicking on the Multi-Level Headings column name in the list of columns and select Pin Column / Unpin Column from the context menu.

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Adding Colour to List Columns and Rows - A Worked Example The options to add colour to list columns are available on the Layout tab of the List Manager, via the context menus for the Headers and the cells. The seven options available on these two context menus have the following effect:

      

Header Colour: Changes the background colour of the currently selected column header(s). Header Font Colour: Changes the font colour of the currently selected column header(s). Reset Header Colours: Resets the background and font colours of the selected column header(s) to their default values. Cell Colour: Changes the background colour of the cells in the first row for the selected column(s), and then every other data row in the column(s). Alternate Row Cell Colour: Changes the background colour of the cells in the second row for the selected column(s), and then every other data row in the column(s). Cell Font Colour: Changes the font colour for all data rows in the selected column(s). Reset Cell Colours: Resets the background and font colours of the data cells in the selected column(s) to their default values.

Add Header Colour: Select the preferred Header in this case ‘General Data’ group Header and then click on the Header Colour option from the context menu.

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The Colour Picker control, which allows the choice of standard or custom colours is then displayed. Select the desired colour e.g. yellow and click on the OK button to confirm the settings and close the Colour Picker control form.



Multi-column selection is available in this dialog to speed up the application of column colours, where the same colours are desired on multiple columns.

Add Cell Colour: Select the preferred cell (s) in this case ‘General Data’ group Header and then click on the Header Colour option from the context menu.

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From the Colour Picker control, select the desired colour e.g. yellow and click on the OK button to confirm the settings and close the Colour Picker control form.

Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage Lists form. The displayed list in the grid, in this case “Plant Line List” will automatically be updated with the Layout settings as shown:

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Modifying List Sorting Settings - A Worked Example By default, records in a list are displayed in rows based on order of creation, with the newest listed first. This default sort order can be changed using the List Manager on the Sorting tab.

This is achieved by selecting the “Sorting” tab from the “List Manager” form to display the Sorting tab content



Checking the “Show used only” checkbox restricts the View Fields list to display only the fields that will appear in a list.

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Double-click on the preferred View fields e.g. “Line Sequence Number”. The Sort by row is then populated with selected View Fields (Line Sequence Number). Select the desired “Sort order” from the available pulldown list.



The Numerical Sorting can also be enabled if required. By default, in AVEVA Engineering Tags grid, text attributes are sorted by alphabetically, even if the value contains both numerical and alphabetical. Enabling the “Numerical Sort” allows numerical sorting for particular columns.

Finally click on the OK button from the “List Manager” form to save the sorting settings and close the “List Manager” form.

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The “Manage List” form is then displayed. Click on the OK button from the “Manager Lists” form to confirm the settings and close the “Manage Lists” form.

The modified list in this case “Plant Line List” will automatically update the affected view Columns in accordance with the Sorting Order settings.

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Adding Sub-List Display to List - A Worked Example The Sub-Lists tab lists the allowable sub-lists for the current list. If a sub-list is set up for a list, when an item is selected in the list, the sub-list will display the details of items associated with the selected item. The SubLists tab also provides the capability to control the layout of Sub-lists. Enabling Sub-List display can be achieved by selecting the “Sub-List” tab from the “List Manager” form.



The Sub-List setup can be based on Owner-Member relationship or Reference Attributes. The Sub-list must be set up first in the Lexicon Module before Sub –List tab in List Manager can be used.

For further details, on how to set up a sublist based on Owner-Member relationship or Reference Attributes; please refer to TM-3552 – AVEVA Engineering (12.1) Tags (Admin) Training Guide.

Select the appropriate sub-list item checkbox to enable the Sublist display for the selected List.

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The Sublist Layout can modified if required, by selecting a sub-list in the tree explorer, its layout options on Layout property grid is shown on the right-hand side of this dialog. Multiple sub-lists can be change by selecting multiple sub-lists using Ctrl+left mouse button click.



Multiple sub-lists can be change by selecting multiple sub-lists using Ctrl+left mouse button click.

Below are the available options in the Layout property grid: Docked: The docking location of the sub-list window. Grouped: Whether the sub-list should be grouped at its level Group style: Use group style on sub-list window. This has the following options: - HorizontalSplit: Splits all grouped sub-lists at this level by tiling them horizontally. - SlidingGroup: Splits all grouped sub-lists by making them a sliding group, so only one sub-list can have primary focus at any one time. - TabGroup: Groups all of the sub-lists at this level on a Tab Control. - VerticalSplit: Splits all grouped sub-lists at this level by tiling them vertically. Vertical: Whether the sub-list should be shown in Vertical View mode.



All of the layout options will affect the Sub-list window layout after opening the main list with which they are defined.

Finally to save the Sub-lists settings; click on the OK button on the “List Manager” and “Manage Lists” forms to confirm the settings and close both forms respectively. The modified list in this case “Plant Line List” is updated automatically displaying the enabled sub-list as shown below:

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

When an item is selected in the list, the sub-list will display the details of items associated with the selected item in a sublist. In this example the selected item (90-CO-99-9) does not have any associated item.

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Exercise 5 – Category and List Management 1. Create a Category for Electrical Engineers and complete the displayed fields as shown: Category Field – Electrical Group Category Type - Project

2. Create a List based on project database view “ELEC-EQUIPMENT-BASIC” for the newly category (Electrical Group) and complete the displayed fields as shown:

Name – Electrical List Description – Electrical List

3. Open the newly created List “Electrical List” and modify the List View using the “List Manager” form to display only the following columns in the List grid view: -

Tag Number Prefix Tag Letter Suffix Description Location Service Area Name

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4. Using the “Layout” tab in List Manager, create a Multi-level column heading to group the following field columns Name, Tag number, Tag Letter, Prefix and Suffix listed in “Electrical List” view .

5. Using the available Headers and cells Colour options on the Layout tab of the List Manager, add the following to the Electrical List columns and rows as shown:

  

Header Colour Cell Colour Alternate Row Cell Colour

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CHAPTER 9 CHAPTER 9

9

Interdisciplinary Project Data Management

AVEVA Engineering provides Interdisciplinary Workflow functionality also known as “Controlled Object Revisioning”. The Controlled Object Revisioning enables independent and concurrent working between disciplines and allows Engineers to be in control of the data they are consuming from other disciplines. When a discipline issues/release data via the status control mechanism a notification is sent to any users who subscribe to attributes defined a particular Database Views (List View) of interest. The user, once notified, can choose if and when to adopt that change This process is implemented using AVEVA’s Database Extract functionality that allows Users to change data belonging to their own discipline, and to choose when to accept status changes from other disciplines. An extract hierarchy is used to support the general Issued -> Approved -> Working mechanism for the data being modified. Extract databases called consumer extracts allows users to pull changes from other disciplines into their view. This is illustrated in the user journey worked example below.

Interdisciplinary Project Data – Worked Example In this example the Interdisciplinary Project data User journey is illustrated using three different user journey scenarios:   

Working User Journey Approve User Journey Accept User Journey

Working User Journey- Worked Example This example deals with a user journey for Junior Mechanical Engineer working on ‘Working Data’.

“Working” Mech Data

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Junior Mechanical Engineer enter AVEVA Engineering-Tags module as JNR.MECH-A user with the following details: Username: JNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK

Open “Equipment List-Full List” view from the Mechanical category.



The Junior Mechanical Engineer working in the Mechanical Discipline has an Equipment list with mechanical attributes which they can change and attributes from Electrical and Process disciplines, which are read only.

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The Junior Mechanical Engineer with the appropriate access rights modifies some of the Mechanical discipline attributes.

Enter the attribute (Model Number) value ‘2566’ for “P-72310”:

The Junior Mechanical Engineer then submits the modified data for approval using the Status Management functions to promoting the item from Identified >Working>Pending Approval as shown: Select the desired item row in this case “P-72310”.

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Select the appropriate Status definition (e.g. Equipment Status Definition for Engineering items) from the available pull-down list. Click on the Edit icon

in the Status Action group of the Manage tab:

The ‘Status – Status Definition for Engineering Items’ is then displayed. The current status of the element will be listed as “Not Controlled”, meaning they are not on the current lifecycle.

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Select the required status value in this case “Identified” to apply to the item, enter a comment if required, and click on the Apply button to apply the settings.



Click the OK button to close the form if required.

To promote the status of the item “P-72310” to the next stage in the lifecycle (Working), select it in the list and click Promote in the Status Actions group on the Manage tab, to display the next status transition.

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Enter a comment if desired and click on the OK button to apply the status change.

Promote the item to the next stage in the lifecycle (i.e. from Working to Pending Approval) by selecting the item in the list and on the Manage tab, click Promote in the Status Actions group.

Select the appropriate Reason from the pull-down window to enable the OK button. In this case select “For general check”

Enter a comment if desired and click on the OK button to apply the status change.



Click the “Save Work” button to save the changes to the Mechanical Working extract database.

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Promoting the selected item “P-72310” to the “Pending Approval” transition state automatically issues the data up to the next level of the Mechanical extract hierarchy for approval by a Senior Mechanical Engineer.

Approve User Journey- Worked Example The example will now deal with the Senior Engineers approval process user journey.

Mech Data Reviewed and Approved.

In a separate session enter the AVEVA Engineering-Tags module as a SNR.MECH user with the following details: Username: SNR.MECH-A; Password: ENG; MDB: ACE_MECH_APRV

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Open “Equipment List-Full List” view from the Mechanical category.

The Senior Mechanical Engineer reviews and approves changes made by the Junior Mechanical Engineer using the Status Management functions to promote the item from “Pending Approval” to “Approved” as shown: Select the desired item in this case “P-72310”.

On the Manage tab, click Promote icon in the Status Actions group. The ‘Status – Status Definition for Engineering Items’ form is then displayed and the next status transition of the item will be listed as “Approved”.

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Select the appropriate Reason from the pull-down menu to enable the OK button. In this case select “For Review”.

Click on the appropriate Revision radio button e.g. “Major” to display the corresponding Revision Number. (A1) Enter a comment if desired and click on the OK button to apply the New Status, Reason and Revision Number.

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When the Senior Mechanical Engineer promotes items from Pending Approval to Approved, the Status Control mechanism automatically Issues the data up to highest level extract ( Master database), where it becomes available for other disciplines to consume.

Once the data reaches the Released level (i.e. Master database), the system sends a notification to Users in other disciplines who subscribe to attributes defined in the Database Views (List View) of interest .

Accept User Journey- Worked Example The disciplines (e.g. Electrical Engineers discipline) who subscribed to attributes defined in the Database Views of interest, automatically received a notification (



) to indicate that changes are available.

Engineering users are notified when a different disciplines team issues a new revision of data for which their teams has a subscription. Users can only accept new revisions of data from different team; it is not possible to return older revisions.

The example will now show how an electrical engineer can accept the approved mechanical changes. In a separate session enter the AVEVA Engineering-Tags module as JNR.ELEC user with the following details: Username: JNR.ELEC-A; Password: ENG; MDB: ACE_ELEC_WORK

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Open “Equipment List-Full List” view from the Mechanical category.

The flag ( ) displayed in the status bar is known as the notification flag, it indicates the number of tagged items that have any unaccepted revisions outstanding on them.

The Lists can also be configured via the List Manager form to optionally add a column to indicate if there are any outstanding notifications on the tagged item in each row of the grid. In this example the number following the flag indicates one (1) item with an unaccepted revision outstanding. A single-click on the notification flag in the status bar will bring up the “Revision Centre” as shown.

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The “Revision Centre” form allows user to view all available revisions of tagged items released by other disciplines to which the user has a subscription. The Revision Centre has two tabs; “Select” and “Compare/Update”. The tab (Select) lists out all of the revisions of tagged items that are outstanding and waiting to be accepted by the current team. To accept the revision(s), click to select the check box adjacent to the revision(s).

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

The records in the Select grid can be filtered and sorted to narrow down the tagged items to be focused on and multiple records can be selected for compare.

To compare and update the revision, select the “Compare/Update” tab. 2

Then click the plus icon to display the available revision(s) for the tagged items (e.g. P-72310).



The feedback colour indicates new records.

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To accept a revision, click to select the check box adjacent to the revision.



Selecting the revision checkbox changes the feedback colour of the cells that will be affected by the update.



Only one revision per tagged item can be selected, but new revisions of more than one tagged item can be selected in this dialog.

Select the Update button to commit the change and close the “Revision Centre” dialog. The number associated with the red flag icon in the status bar will also be updated to reflect the change, but it will only go down if all pending changes for a tagged item are selected (i.e., the latest revision).



Clicking the “Apply” Button to accept the new information refreshes the Revision Centre dialog without closing it.

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Once the Junior Electrical Engineer pulls the changes into the appropriate List View (e.g. Equipment List – Full List), the User (JNR.ELEC) can then add or modify the Electrical disciplines attribute data. Enter the following attribute values for “. P-72310”. Efficiency: 0.88 Phase: 3



Click the “Save Work” button to save the changes to the Electrical Working extract database.

The Junior Electrical Engineer then promotes the tagged item from Identified >Working>Pending Approval as shown: Select the row of the tagged item “P-72310”.

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Click to select the appropriate Status definition (e.g. Electrical Attribute: Status Definition for Engineering item) in the Status Action group of the Manage tab.

Click the Edit icon in the Status Action group of the Manage tab to display the current status for “Electrical Attribute: Status Definition for Engineering item”.

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Select the required status in this case “Identified” to apply to the item, enter a comment if required, and click the “OK” button to close the form.

Promote the tagged item “P-72310” to the next stage in the status lifecycle i.e. from Identified>Working using the Status mechanism as previously described.

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Promoting the selected item “P-72310” to the “Pending Approval” transition state automatically issues the data up to the next level of the Electrical extract hierarchy for approval by a Senior Electrical Engineer.

The Senior Engineer now needs to promote these changes. In a separate session enter AVEVA Engineering-Tags module as SNR.ELEC user with the following details: Username: SNR.ELEC-A; Password: ENG; MDB: ACE_ELEC_APRV Open “Equipment List-Full List” view from the Mechanical category.

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The Senior Electrical Engineer reviews and approves changes made by the Junior Electrical Engineer .Promote the tagged item ‘P-72310’ from “Pending Approval” to “Approved by selecting the appropriate Status definition (e.g. Electrical Attribute: Status Definition for Engineering item) in the Status Action group of the Manage tab.

Click Promote icon in the Status Actions group of the Manage tab. The ‘Status – Status Definition for Engineering Items’ form is then displayed and the next status transition of the item will be listed as “Approved”. Select the appropriate Reason (For Review). from the pull-down window to enable the OK button.

Enter a comment if desired and click on the OK button to apply the New Status, Reason and Revision Number.

When the Senior Electrical Engineer promotes the tagged items from Pending Approval to Approved, the Status Control mechanism automatically issues the data up to highest level ( Master database), where it becomes available for other disciplines to consume. The system sends a notification to users in other disciplines who subscribe to attributes defined in the Database Views (List View) of interest. In this example the Mechanical Engineers discipline has a subscription on Electrical data, as result the Mechanical Engineer (User) will automatically receive notification from the Electrical discipline. The next step is for the Mechanical discipline to accept the approved changes from Electrical discipline. In a separate session enter AVEVA Engineering-Tags module as JNR.MECH user with the following details: Username: JNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK



If the “JNR.MECH-A”.AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply proceed with the following steps.

Open “Equipment List-Full List” view from the Mechanical category.

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Click the “Get Work” icon to display the notification received from the Electrical discipline.

To accept the notification, double-clicking on the red flag in the row adjacent to the tagged item to display the Revision Update form, shown, docked to the button of the AVEVA Engineering-Tags module window.



The notification red flag ( ) in the grid view will only appear if existing tagged items in the current grid view have any outstanding notifications.

The “Revision Update” form mini-grid shows the current data and the available set of revisions. The example above shows a new revision from the Electrical discipline. If there is more than one revision that can be chosen, these are available for selection in the second row of the Revision column, via a drop-down.

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

The “Revision Update” form is designed for single tagged item update. For multiple tagged item updates the “Revision Centre” form is more suitable. This is explained later in this manual.

Click the “Update” button in the “Revision Update” form. Successful update will automatically close the “Revision Update” form mini-grid and the notification red flag ( item is automatically removed from the grid view.

) in the grid view adjacent to the tagged

The number associated with the red flag icon ( ) in the status bar will also be updated to reflect the change, but it will only go down if all pending changes for a tagged item are selected (i.e. the latest revision)

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Exercise 6 - Interdisciplinary Project Data Close all existing sessions. Working User 1. JNR.MECH.Engineer logs into AVEVA Engineering using :Username: JNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK.

-

Open “Equipment List Full” list. Create two new records (P-20014 & P-20015). Promote the newly created items to “Pending Approval” via Status Control form.

Approve User 2. As SNR. Mech Engineer enter AVEVA Engineering using SNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK. -

Open “Equipment List Full” list. Select and approve the newly created records (P-20014 & P-20015). Promote the newly created items from “Pending Approval” to Approve via Status Control form .

Accept user (Accepting Data from other Disciplines) 3. As JNR. Process Engineer enter AVEVA Engineering using MDB (ACE_PROC_WORK) Password: ENG. -

Open “Equipment List Full” list. Update the list via Revision Centre Add process attribute (distributed attribute) to P-20014 & P-20015. Promote the items to “Pending Approval” via Status Control form.

-

SNR. Process Engineer enters AVEVA Engineering using MDB (ACE_PROC_ APRV). Promote the newly created items from “Pending Approval” to Approve via Status Control form.

4. As JNR. Elect Engineer enters AVEVA Engineering using MDB (ACE_ELEC_WORK). -

Open “Equipment List Full” list. Update the list via Revision Centre Add Electrical attribute (distributed attribute) to P-20014 & P-20015. Promote the items to “Pending Approval” via Status Control form.

• -

SNR. Elect Engineer logs into Engineering using MDB (TRAINING_ELEC_ APRV). Promote the newly created items from “Pending Approval” to Approve via Status Control form.

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CHAPTER 10 10 AVEVA Engineering – Deliverables AVEVA Engineering allows user(s) to generate a wide variety of fully formatted reports from the database, including key project documents such as:    

Datasheets. List data e.g. Line Lists, Valve Lists, Equipment Lists etc. Ad hoc or departmental report. Engineering Tag Information can also be used in; 2D drawings (P&ID’s) and Isometrics.

Datasheets Deliverables In AVEVA Engineering datasheets are created based on datasheets templates created in Lexicon by the system administrator. The datasheets documents can be viewed, edited or exchanged with third parties via Excel /Import. The steps listed below describe a basic workflow for datasheets generation.

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Create Datasheet Instance – A Worked Example AVEVA Engineering allows new datasheets instances to be created from existing datasheets templates created in Lexicon module by the system administrator. To illustrate this: Close all previous AVEVA Engineering-Tags sessions. Login enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.



The System user is a free and has a read and writes access to all discipline databases in this project.

Open a desired List view; in this example open the ‘Equipment List-Full List’ from “MECHANICAL” category.

From the displayed List View (Equipment List-Full List’), select the desired item row (P1502A) to enable the Datasheet Icon.

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Click “New” option from Datasheet Icon drop-down list.

The “Datasheets” form is then displayed.



For project without existing datasheet instance, user must ensure that datasheet instance world (DSIWLD) and group (DSIGRO) are created by the Admin User in Engineering Explorer.



Alternatively double clicking on the “Datasheet” column cell also displays the “Datasheets” form.

Enter the following data in the appropriate “Datasheets” form textboxes. Datasheets Template: Select CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE from drop-down list

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The “Name” and “Description” fields are automatically set from the datasheet Template description. Users can modify these fields (Name & Description) manually or via autonaming rule if required.

Finally, click on the OK button to confirm the settings and open the Datasheets Instance.

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View/Edit Datasheets – A Worked Example AVEVA Engineering supports two –way data modification that is users are able to view and edit datasheets directly from the List grid View and Datasheet list. From the List View (e.g. Equipment List-Full List’), datasheet instance of tagged item can be viewed by double clicking on the “Datasheet” column cell as highlighted below:

Once the datasheet instance is displayed, click on the preferred cell and type in the data. If the cell has a picklist the user can select a value from the drop-down list. In this example update the following fields using the data below: Area/Unit – Select “101’ from the available pull-down list. Description - Enter “Centrifugal Pump” Pump Liquid - If a cell in the list view has a list values, this is often represented as “radio” buttons in the datasheet list, to edit the cell, click on the preferred “Radio” button e.g. “liquid”.

The List grid View and Datasheet list are updated simultaneously. The background colours of cells indicate if the update is successful or unsuccessful. In this example the update is successful.

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Edit Datasheets Units of Measure - A Worked Example In Datasheet list, user can modify or convert units by clicking on any cell with mapped unit of measure and select the appropriate unit from the pull-down list button. Click on the Temp unit cell pull-down window and select “K” from the available.

The displayed values are automatically converted from degC to K as shown.

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To increase or decrease the precision of the displayed value, click on the “Precision” tab.

Increase the No. of Decimals to 3 and click on the OK button.



The units change is only for user presentation, it does not affect the project default units.

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Datasheets Issues and Revisions – A Worked Example Datasheets revisions works on the standard Status definitions, when a new datasheet is created it is placed under Revision Control and a status definition is assigned to the datasheets elements. The datasheets Status transitions are made using the Status Control form, based on the current selection in the Datasheet Revision list based on datasheet instance elements.



Revision control is only applicable to datasheets elements (instance) not the templates.

To issue a datasheet: Open the preferred datasheet instance (e.g. P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE) and select the datasheet instance to make object the current element (item).

Click on the Manage tab and select the appropriate lifecycle for the displayed datasheet list (e.g. Datasheet Revision List) from the “Status Definition” pull-down list in this case (“DSINT:Status - Status Definition for Engineering items (Datasheets)”)

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Select the Status Graphical Viewer icon the selected Status lifecycle.

button next to open and review the graphical representation of

Select the desired elements in this case “P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE”. Click the Edit icon

in the Status Action group of the Manage tab as highlighted.

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The “DSINT:Status: Status Definition for Engineering items (Datasheets)” form displays the first stage of status transition for the displayed list which in this case “Identified [0]”.

To promote the status of the element “P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE” to the next stage in the lifecycle, select the next Status Value (Working) from the pull-down list. Enter comment if desired and click on OK button to apply the status change.

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The Status transition to the “Working” state triggers creation of a new working revision of a datasheet instance (*).

Promote the item “P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE” to the next stage in lifecycle (i.e. from Working to Pending Approval), by selecting the item in the list and click Promote in the Status Actions group of the Manage tab.

Select the appropriate Reason from the pull-down window to enable the OK button. In this case select “For general check” Enter comment ‘General Check’ and click on OK button to apply the status change.



Click the “Save Work” button to save the changes to the Mechanical Working extract database.

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The following next step illustrates how the Senior Mechanical Engineer reviews and approves changes in the datasheet instance.



The modified attribute data for tagged item (P1502A) must also be released for review via status transition (See Section 9 for details) simultaneously with the datasheet instance.

Close all previous AVEVA Engineering sessions. In a separate session enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_MECH_APRV Open the “Datasheet List” from the DATASHEET categories.

Select the datasheet instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE) and click on the “Open” icon from Datasheet Icon pull-down list to display the datasheet instance.

The user (Senior Mechanical Engineer) reviews and approves changes made by the JNR. Mechanical Engineer using the Datasheet Instance dialog or the list view.

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The datasheets instance is then approved using the Status Management functions to promote the item from “Pending Approval” to “Approved” .Select the datasheet instance (P1502A_CENTRI-PUMPDATASHEET-TEMPLATE). Click Promote icon in the Status Actions group of the Manage tab. The “DSINT:Status - Status Definition for Engineering items (Datasheets)” form is then displayed and the next status transition of the item will be listed as “Approved”.

Select the appropriate Reason from the pull-down window to enable the OK button. In this case select “For Review”.

Select the appropriate Reason from the pull-down window to enable the OK button. In this case select “For review” Click on the appropriate Revision radio button e.g. “Major” to display the corresponding Revision Number (A1).

Enter comment if desired and click on the OK button to apply the revision number and the close displayed datasheet.

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To view the approved datasheet instance, open the “Datasheet List” from the DATASHEET categories.

Open the saved issued datasheet instance, by clicking on the “Open Revision” option from “Datasheet” icon pull-down list.

From the displayed datasheet form, select the preferred revision and click on OK button to display the issue datasheet.

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The issued datasheet instance is displayed with appropriate revision number as highlighted.

The issued datasheet instance is also displayed with the appropriate revision marks.

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Updating Process Sketches in Datasheets Instance – A Worked Example AVEVA Engineering provides the capability to add a tag specific sketch on an instance of a datasheet rather than a generic one on the datasheet template. To achieve this close all previous AVEVA Engineering-sessions. In a separate session the User (e.g. SYSTEM) enters AVEVA Engineering-Tags using the following details the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.



If the AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply proceed with the following steps.

Open the “Datasheet List” from the DATASHEET categories and select the desired element row in this case “P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.

Approved datasheets instance are not editable. To edit a datasheet instance that has been issued, it must be demoted to a “Working” status value. Click on the Promote icon in the Status Actions group of the Manage tab to promote the datasheets instance to “Revised” status.

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Click the Demote icon in the Status Actions group of the Manage tab to move the datasheet Instance from “Revised” to “Working” status. Remove the Comment ‘General Check’ and click on the OK button

The Revision column of the Datasheets List view is automatically updates from A1 to A1* which indicate a working revision.

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Open the datasheet instance and navigate to the Sketch page. Then right click on the image, to display the context menu.

To insert a new image, right click on the “Insert Picture” option.



A datasheet template must have been configured with editable Sketch control settings in order to modify the process sketch page on an instance of datasheet.

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Click the on Insert Picture option and select the preferred picture file e.g. Pump Sketch_1

The sketch page is then updated with the chosen sketch /picture as shown:

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Additional Sketch page can be added to the datasheet instance if required by clicking on the “New” sheet and select Add Sketch page from the context menu.

The Additional Page Selection Form is then displayed showing available Additional Page definitions. Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Sketch Page and click on the OK button.

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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.

Updating NotePage (Free Cells) in Datasheet Instance – A Worked Example AVEVA Engineering provides the capability to load external RTF file to update the datasheet instance free cells as well as direct modification of the free cells values. This can be achieved by opening the datasheet instance and navigate to the Note page/Free cell section of the datasheet instance. Right-click in the free text cell and select ‘Load RTF file’ to update the datasheet instance free text cells.

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Select the preferred the RFT file, in this case Demo_test from the desired directory and click the Open button.

The datasheet instance free text cell is then updated accordingly. Users can edit the RFT files via the datasheet instance if required.

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Additional Note page can be added to the datasheet instance if required by clicking on the “New” sheet and select Add Note page from the context menu.

The Additional Page Selection Form is then displayed showing available Additional Page definitions. Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Note Page and click on the OK button.

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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.



A datasheet template must have Notes Pages configuration to allow user (s) creates additional Notes pages in datasheet instance.

Comparing Datasheet Revisions – A Worked Example Revisions of the selected datasheet instance can be compared and the changes highlighted using revision markers. To compare a working revision of (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1*) against approved copy P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1)

Selected the preferred Datasheet Instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1*) and click on the “Compare Revisions” from Datasheet Icon pull-down list.

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Select the preferred Revision numbers from the “Compare Revision” pull-down list as shown:

Click on the OK button to display the results. The changes made since the last revision (A1), which Note page updates are highlighted in default colour feedback as shown:



To enable the datasheet instance Change Highlighting capability, the system administrator or user(s) with administrative access rights must configure this option via the “Configuration” option in the Datasheet group of the Admin tab.

User(s) can change the default colour to preferred colour feedback if required using the “Edit Highlights Colour” accessible from the View tab.

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Datasheets Export/Import Users (Engineers) can Export /import datasheet as Excel spread sheets, to or from vendors or from other departments using the AVEVA Engineering Excel Import capability. Data imported from spread sheets compared against existing records in the database and all differences between current and data to be imported is highlighted to users enabling acceptance or rejection of the data.

Datasheets Export and Import – A Worked Example To export a datasheet to vendors, select the displayed Datasheet list. Click the pull-down arrow button next to the ‘Excel Export’ in the Import / Export group of the ‘Manage’ tab. Select the “Current Datasheet to Provider” option.



Exporting datasheet instance with Current Datasheet to Provider option. Enables the cells that have been set with the Provided by Supplier settings in the datasheet template, to remain unlocked by default, with the rest of the cells in the datasheet instance being locked by default, when exported as an Excel spreadsheet.

Enter Name of the export file and click the Save button.

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The exported Excel file is saved to a predefined location. Double click on the Excel to open.

Open the exported Excel file and update the following fields: Model Number: Enter AV-090-2223 Manufacturer: Enter AVEVA Save the update and close the Excel file.

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A warning message is displayed by default if the vendor attends to modify unauthorised fields as shown below:

To Import the same Excel file into AVEVA Engineering, select the displayed Datasheet list. Click the pulldown arrow button next to the ‘Excel Import’ in the Import / Export group of the ‘Manage’ tab. Select the “Current Datasheet” from the submenu and click on the “Import” option.

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Select the Excel file (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.xlsx) and click the Open button to display the Datasheet Excel Import wizard dialog.

From the “Datasheet Excel Import wizard”, click the Next button to display the “Select Tag” page.

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Check the Accept checkbox for the tag (s) e.g. ‘P1502A’ for which attributes or free texts need to be imported against.

To continue click on the Next button from “Select attribute to update” page to display the attributes to import from Excel file to the datasheet. The Datasheet Excel Wizard then scans the Dabacon database and determines what changes will take place if the import is confirmed Click on the Accept checkbox to accept the attributes to be import.

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

Only data with the Accept checkbox checked are imported.



Check the “Accept All” check box to accept all the required changes or updates.

To continue click on the Next button the import process is completed with Errors. Click on the Finish button to complete the import process and close the Datasheet Excel Wizard respectively.

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

The changes are then applied to the database and the import data is displayed in the appropriate list e.g. Datasheet instance.

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Datasheets Publishing Datasheets can be published as Excel files saved to a predefined location and PDF versions of the published datasheets can also be produced.

 Datasheets can also be published to AVEVA Net in xlxs file format. To do this, configurations for publishing datasheets to AVEVA Net must be setup via the AVEVA NET Gateway setup tool.

Datasheets Publishing Configuration - A Worked Example Before datasheets can be published, a number of configuration options such as “Watermark” may be specified if required. This configuration is often setup by system administrator or user(s) with administrative access rights. Click on the Admin tab and then select the “Configuration” icon in the Datasheet group of the Admin tab.

Select the preferred Watermark settings from the “Watermark section” of the “Datasheets Configuration” form. In this example leave the Watermark settings unchanged.

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Datasheets Publishing - A Worked Example To publish datasheets as a PDF data file: Click on the Manage tab and select the displayed Datasheet list. Select “Current Datasheet” from the “PDF Export” pull-down list in the “Import/Export” group of the Manage tab.

Enter Name of the export file and click the Save button.

The exported PDF file is saved to a preferred location. Double click on the PDF to open.

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Exported PDF datasheet file.

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Print Datasheets Selected datasheet can be previewed and print. To do this, click on the Project tab and select the Print Datasheet option.

Report -Deliverables The Reporting tool in AVEVA Engineering allows user (Engineer) can run a quick report e.g. Equipment list, Line list and as well as any kind of ad hoc report on the data in the list view using pre-defined templates. The generated report can be previewed and export or print reports in different format such as PDF, HTML etc.

Reporting tool in AVEVA Engineering provides the following reporting facilities:  

Quick reports - run on the data in the current list using simple pre-defined templates Reporting Designer - used to create new reports and report templates.

This section will describe with worked examples how to run a report on the data in the current list.

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Running Quick Report on the Current List – A Worked Example To run a report which contains the data displayed in the current list, open the List Views in this case Lines List. Click on the Quick Report icon in the Grid Actions group of the Home tab.

The Quick Report form is then displayed as shown:

Click on the Look In drop-down to select the template location, in this example select “Product” as shown below. Select the desired template (A-4-Portrait) to be used as the basis for the new report as shown:

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Select Open button from the Quick Report form. If any of the default layout is selected you will then be prompted to confirm if you want the default layout to be applied as shown below:

If the ‘Yes’ button is selected, the Reporting Tool will automatically place the fields in your Search Results grid into a system generated table placed directly in your Quick Report and displayed in Preview Tab as shown below:

The Report includes all data from the current list grid. The Quick Report Designer dialog will allow the user to export the report to various file types or print the report. For further details, on Quick Report, Please refer to Reporting User Guide.

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Running Pre-Defined Report – A Worked Example To run a pre-defined report either supplied with the product or created by system administrators, click Reports in the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.

The “Run Reports” form is then displayed. Click on the Look In drop-down to select the template location, in this example select “Project”.

Select the desired Report Definition, in this case “TAGS - Line List” and click the Run button.

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The “Run Report” form of the Reporting Designer is then displayed, from which the report can be printed and/or exported.

For further details on Reporting Tool, please refer to Reporting User Guide.

Print List Data To print the currently displayed list for example “Equipment List-Full List” view, right-click on the list and select “Print Preview” from the menu that is subsequently displayed.

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The Print Preview form is then displayed. Select the Print icon from the Print Preview form to print.

Alternatively, click Print > Print List on the Project Menu.

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Exercise 7 – Reports and Datasheets Datasheet 1. Create a new datasheet for tag item “P1501B” using “CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE” as shown:

2. Display the newly created datasheet, enter the following records and issue the datasheet with appropriate Revision Number. Tag Item P1502B

Attributes Area Equipment Class Gov. Case 1- Max Design Pressure Gov. Case 2- Max Design Pressure

Values 103 Pump 45.00 bar 40.00 bar

3. Publish the datasheet as PDF with watermark configurations set to “DRAFT”.

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

Attribute Gov. Case 1- Max Design Temperature

Current Value -----------

Imported Value 70.00

Report 5. Open “Equipment List” and Run a Quick report on the displayed list.

6. Run a report using a pre-defined Report template “Equipment List (Checked Version)”.

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CHAPTER 11

11 Design Reuse Design Reuse is a tool that simplifies the copying of design data or any database element between projects. Data base elements can be exported to the local file system and then can be imported by the same tool to a new project.

The exports objects are stored in the transfer set directory as xml file, scheme file, or data file etc. The export mechanism creates separate files automatically for each export. The Design Reuse tool can be accessed from the Admin tab in AVEVA Engineering main toolbar. The

“Admin” tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g. SYSTEM). Below are the available options in the Design Reuse window. Export Tab Add Selected Items to List’ Get referred items of selected items in list Remove selected item from list Export Items to Transfer Sets Folder Import Tab Open Transfer set and add the items to the list View Transfer set properties Check all items in list Uncheck all items in list Import items

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The Design Reuse Setting tab is used to configure the Transfer Set Local Settings such as the default Transfer set name prefix.

Below are the available options in the Design Reuse (Settings) tab Reload general and items setting from file Display the content of item settings file Undo local settings changes

Exporting Project Data – A Worked Example Export design data (e.g. Engineering list data) from existing AVEVA Engineering project, by selecting the Admin tab from the main toolbar to display the Design and click on the Design Reuse button.

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

In this worked example, enter AVEVA Engineering the following details: Username: SYSTEM; Password:XXXXXX; MDB: ACE_PROC_WORK.

From displayed Engineering list, Project Explorer or Database Explorer, select the items to export and then add the selected items to Design Reuse Export list by clicking on the ‘Add Selected Items to List’ icon



Selected Items can also be drag and drop to the Design Reuse Export list.

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The Design Reuse Export list is automatically updated with the selected items. Right click on the item and select appropriate option (Get referred items) from the submenu to upload referred items.

Click on the Export button to export the items to a local file system [Transfer set directory]. Rename the Transfer Set name if required and click on the OK button.

The Design Reuse Export list is automatically updated with the exported items status. In this case all selected items exported successfully.

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Import Project Data – A Worked Example Importing project Engineering data to new/exiting project, users must ensure that the project contains appropriate UDAs and UDETs configurations and a suitable MDB definitions must be used for import process. The example below illustrates the import of Engineering data (Line List) from an existing project to ACE project. This can be achieved by selecting Import tab from the Design Reuse window.

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Click on the Transfer Set folder and select the desired Transfer Set file (e.g.TransferSet 8) form the list, click on the OK button:

The Design Reuse Import list is automatically updated with the imported items from the local file system [Transfer set directory].

Click on the Import button to import the items to the target project (e.g. ACE)

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The appropriate Engineering List is then updated accordingly as shown below.

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APPENDIX APPENDIXAA

Appendix A – Cell Feedback Colours Settings Cell feedback colours highlight certain actions which have taken place in the cells of the grid on the Compare / Update main grid table. These colours can be modified according to preferences, and default colours can be selected when required. Right click on any column header to display the grid context menu, and select Settings > Feedback Colours to display the ‘Feedback colours’ entries submenu.

Each listed sub menu entry represents actions which can occur for elements present on the Compare / Update grid. It aids with giving a quick / identifiable result on the state of listed grid items. Select the Feedback colour sub entry ‘Linked with No Changes Row Colour…’ to display a colour pallet, from which the default colour for this action can be modified

The default colour which identifies a grid row of a source element which is linked to a target element, and having no mapped attribute value difference (after a database update) is white. Select the ‘Green’ colour from the colour pallet; to change this default colour to ensure that rows of linked elements which have no changes will be highlighted with the Green colour.

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Each colour pallet includes the button ‘Define Custom Colours >>’ which a pallet with a wider variety of colours can be accessed. This offers the customisation of colours choices with a greater colour variety than is available on the basic pallet.

with

Exit the Feedback colour feature by clicking on the ‘OK’ or ‘Cancel’ buttons.

All default colours can be reverted back to, by selecting the ‘Reset Default Feedback Colours’ sub menu entry.

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Appendix AppendixBB

Appendix B – Claimed Objects and Attribute Control 1.0 Editing Claimed Records - A Worked Example The ACE project is configured for Control Object Revisioning. This provides a more sophisticated way to control attribute data in a multi-discipline working environment. In the following we discuss how attribute control is handled in a ‘vanilla’ non COR configured project. In both situations the use of ‘claimed’ data is considered. ‘Claiming’ is standard PDMS functionality to allow data to be temporarily removed from all users whilst one user works on it. This claim can be explicit where it is an action to claim and then release data or implicit where just ‘touching’ and object claims it and by ‘leaving’ it releases it. The implicit method is the most widely used. To illustrate how this functionality works in a ‘vanilla’ project the following describes how this can be demonstrate using screen shots from another project, not the ACE project.

Like all PDMS based applications attribute control is based on username/password. A project would be configured to have, for example, users and databases for a process engineers and a piping engineers. In the first example we consider two process users who have access to the line list. The first user ‘A’ opens the ‘Lines list’ list view from Process Lines category.

The engineer Selects “B-56” and update “Fluid” attribute value from ‘Hydrocarbon’ to ‘Oil’ as highlighted: www.aveva.com © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Click on the Save Work icon from Quick Access Toolbar to save any changes made to the data. Process Engineer “B” opens up the same list; Open ‘Lines list’ list view from Process Lines category.

He clicks on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any changes that other users, “A”, may have made to the data since the lists were opened.

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The “Fluid” attribute cell for B-56 is automatically updated with the value from PROCENG user (“A”).The background colours of cells indicated edited cell data.

Then click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted.

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Then press “Enter” from the Keyboard or click outside the cell. The Value fails to update and unsuccessful edit feedback colour is displayed. To display the error message, hover the mouse cursor over the data cell as shown.



The error message is also displayed in the status bar and recorded in the Message Log.

In this example the update failed because the element is already claimed by other user. To update the element “B-56”, it needs to be released by the user that has claimed the item in this case PROCENG Engineer “A”. To do this: Go to the AVEVA Engineering Tags Session run by “PROCENG” Engineer “A”. Select the element “B-56”. Click “Claim Icon” in the Records group of the Home tab to display the menu and select “Show Claim State” icon.

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

Click the OK button to dismiss the dialog.

Click the Release option from the Claim icon pull-down list to display the Release Record form.

The “Release Records” form is then displayed, listing all the attribute groups associated with the selected elements, and the columns in each attribute group (e.g. Line Process Data).

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Click on the “Select” checkbox to select the attribute group if it is not selected by default. Click on the OK button to confirm the record to release.



If a selected element or attribute group has already been claimed by another user, the action will fail. An error message will be issued explaining why.

Then go back to AVEVA Engineering Tags Session run by PROCENG” user “A”. Do a Get Work by selecting Get Work icon from the Tags main toolbar. Click on “Fluid” attribute cell and update the value from ‘Oil’ to ‘Hydrocarbon’ as highlighted:

The cell feedback colour indicates a successful edit. A second example would be the case where a Piping Engineer updates piping attribute associated with the line list. In this case the attributes Stress Reason and Date are modified

Save work will save the change in ‘this database’ but does not automatically make it available to other users.

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The Engineering or Process user sees the existing state of the data.

The Process user now executes a ‘Get Work’ in his session and the data fields are updated

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