AVEVA Plant

(12.1)
AVEVA Engineering Tags
User Training

TM-3550

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Copyright 1974 to current year.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.

Revision Log
Date

Revision

Description of Revision

Author
KI, JB
KI
KI
KI
KI

21/09/2011
06/09/2011
07/11/2011
30/11/2011
04/06/2012

0.1
0.2
1.0
2.0
2.1

Issued for Review 12.1

Reviewed
Approved for Training 12.1
Issued with latest copyright
Issued for Review 12.1SP2.4

08/06/2012
11/06/2012
04/10/2013
07/10/2013
11/10/2013

2.2
3.0
4.0
4.1
5.0

Reviewed
Approved for Training 12.1.SP2.4
Issued for Review 12.1.SP4.1
Reviewed
Approved for Training 12.1.SP4.1

KI
KI
KI
KI
KI

Reviewed

Approved

JB
JB
JB
-

BT
BT
-

JB
JB

BT

JB
JB

GC

Updates
All headings containing updated or new material will be highlighted.

Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to AVEVA
Training & Product Support at [email protected]
This manual provides documentation relating to products to which you may not have access or which may
not be licensed to you. For further information on which products are licensed to you please refer to your
licence conditions.
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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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
.
Printed by AVEVA Solutions on 18 October 2013
AVEVA Solutions and its subsidiaries 2001 2013
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
The AVEVA Tags user interface is based on the Microsoft Office Fluent

TM

user interface.

Trademark
AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised
use of the AVEVA or Tribon trademarks is strictly forbidden.
AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
subsidiaries, registered in the UK, Europe and other countries (worldwide).
The copyright, trademark rights, or other intellectual property rights in any other product or software, its
name or logo belongs to its respective owner.

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All rights reserved.

Contents
1

Introduction .............................................................................................................................................. 9
1.1
Aim..................................................................................................................................................... 9
1.2
Objectives ......................................................................................................................................... 9
1.3
Prerequisites .................................................................................................................................... 9
1.4
Course Structure.............................................................................................................................. 9
1.5
Using this guide ............................................................................................................................... 9
1.6
Training Course Setup .................................................................................................................. 10
2
Overview of the AVEVA Engineering Application .............................................................................. 11
2.1
AVEVA Engineering Concept ....................................................................................................... 11
2.2
AVEVA Engineering deliverables ................................................................................................. 12
2.3
AVEVA Engineering (Tags) Integration with AVEVA Products................................................. 14
3
AVEVA Engineering Basic Workflow................................................................................................... 16
3.1
AVEVA Engineering (Basic) Workflow......................................................................................... 16
4
AVEVA Engineering User Interface Overview .................................................................................... 19
4.1.1
AVEVA Tags Title Bar .............................................................................................................. 19
4.1.2
Tab Menus ............................................................................................................................... 19

4.1.2.1
Project Tab........................................................................................................ 20
4.1.2.1.1 Save Work ..................................................................................................... 20
4.1.2.1.2 Get Work ....................................................................................................... 21
4.1.2.1.3 Help ............................................................................................................... 21
4.1.2.1.4 Options .......................................................................................................... 22
4.1.2.1.5 Modules ......................................................................................................... 23
4.1.2.2
Home Tab ......................................................................................................... 23
4.1.2.3
Manage Tab...................................................................................................... 24
4.1.2.4
View Tab ........................................................................................................... 24
4.1.2.5
Admin Tab......................................................................................................... 25
4.2
Quick Access Toolbar ................................................................................................................... 25
4.2.1
Adding Menu to Quick Access Toolbar A Worked Example................................................. 26
4.3
Message Log .................................................................................................................................. 26
Exercise 1 AVEVA Tags User Interface Basic Overview ..................................................................... 27
5
Create and Edit Lists Records.............................................................................................................. 28
5.1
Records Creation in List View ...................................................................................................... 29
5.1.1
Direct (Manual) Records Creation in List View A Worked Example ..................................... 29
5.2
List Data Entry & Editing ............................................................................................................... 33
5.2.1
Direct Data Entry A Worked Example ................................................................................... 33
5.2.2
Data Entry Using Lists of Values Fields A Worked Example................................................ 34
5.2.3
Data Entry Using Reference List A Worked Example........................................................... 34
5.3
Editing List Data Records ............................................................................................................. 36
5.3.1
Single Cell Edit A Worked Example ...................................................................................... 36
5.3.2
Multi-Records Edit A Worked Example................................................................................. 38
5.4
Editing Multi-disciplinary Teams Data ......................................................................................... 41
5.4.1
Editing Multi-disciplinary Teams Data - A Worked Example.................................................... 41
5.5
Editing Claimed Records .............................................................................................................. 45
5.5.1
Editing Claimed Records - A Worked Example ....................................................................... 45
5.6
Modifying List Columns Units of Measure .................................................................................. 50
5.6.1
Applying User Defined Units Sets to Columns Headings A Worked Example ..................... 50
5.6.2
Changing Column Headings Units of Measure A Worked Example..................................... 55
5.7
Column Numbers Summaries Calculations ................................................................................ 58
5.7.1
Column Number Summaries Calculations A Worked Example ............................................ 58
5.8
Copying List Data........................................................................................................................... 61
5.8.1
Single Cell Copy of List Data A Worked Example ................................................................ 61
5.8.2
Multiple Cells Copy of List Data -A Worked Example .............................................................. 62
5.9
Autonaming Records..................................................................................................................... 63
5.9.1
Applying Autonaming to Existing Records A Worked Example ............................................ 63
5.10 Find and Replace Text in List Data .............................................................................................. 68
5.10.1
Find and Replace Text in List Data A Worked Example ....................................................... 68
Exercise 2 - Create and Modify Records .....................................................................................................
71
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6
Creating \ Editing Records Using Excel Import/Export Tool............................................................. 74
5
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AVEVA Engineering (12.1)

Tags (User Training) TM-3550
6.1
Formatting Excel Import Files ...................................................................................................... 74
6.2
Excel WorkSheet Import A Worked Example........................................................................... 75
6.3
Exporting Data to Excel Output.................................................................................................... 84
6.3.1
Exporting Data from Current Lists View A Worked Example................................................ 84
6.3.2
Exporting Selected Data from Database to Excel File A Worked Example .......................... 86
Exercise 3 - Excel Import / Export.............................................................................................................. 93
7
Categories and List Management ........................................................................................................ 94
7.1
Categories Creations and List Management............................................................................... 94
7.1.1
Creating Category - Worked Example A Worked Example .................................................. 94
7.1.2
Creating a List Worked Example A Worked Example ....................................................... 96
7.1.3
Managing Lists View Fields.................................................................................................... 100

7.1.3.1
7.1.3.2
7.1.3.3
7.1.3.4
7.1.3.5

Editing Lists Fields- A Worked Example .......................................................... 100

Modifying List Layout - A Worked Example ..................................................... 103
Adding Multi-Level Column to List Field - A Worked Example ......................... 106
Modifying List Sorting Order- A Worked Example............................................ 109
Modifying Sub-List Display - A Worked Example............................................. 112

Exercise 4 Category and List Management ........................................................................................... 115

8
Lists Records Management ................................................................................................................ 118
8.1
View and Change Status of Lists Data....................................................................................... 118
8.1.1
Add and Change Status of Items in a Lifecycle A Worked Example .................................. 118
8.2
Status Statistical Report for List Records................................................................................. 126
8.2.1
Status Statistical Report for List Records A Worked Example ........................................... 126
8.3
View History of Status Changes for Elements.......................................................................... 128
8.3.1
View History of Status Changes for List Records Worked Example................................... 128
8.4
Highlight Changes between Sessions in a List View ............................................................... 129
8.4.1
Highlight Changes between Last and Current Session A Worked Example ...................... 129
8.4.2
Changes and History between Selected Sessions A Worked Example ............................. 130
Exercise 5 List Manage ............................................................................................................................ 136
9
Compare/Update/Link.......................................................................................................................... 137
9.1
Compare/Update .......................................................................................................................... 137
9.1.1
Compare / Update - Engineering and Schematic Databases A Worked Example ............. 138

9.1.1.1
9.1.1.2
9.1.1.3
9.1.2
9.1.3

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

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

9.1.3.1
Example
9.1.4

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

Comparison by Source Mode - A Worked Example......................................... 147
Comparison by Destination Mode - A Worked Example .................................. 156
Compare/Update -AVEVA Engineering & AVEVA Instrumentation- A Worked
170

Compare / Update AVEVA Engineering and AVEVA P&ID data Integration...................... 178

9.1.4.1

Configuration Setup - AVEVA Engineering & AVEVA P&ID - A Worked Example

178

9.2
View and Highlight Items on Schematic Diagrams and 3D Model in List View ..................... 189
9.2.1
View and Highlight Items on Schematic Diagrams in List View- A Worked Example............ 189
9.3
Generate Schematic Models of Equipment Items in a List View ............................................ 198
9.3.1
Generate Schematic Model in a List View Worked Example.............................................. 198
9.4
Display Document Links in Lists View Worked Example ..................................................... 202
Exercise 6 Compare/Update/Link........................................................................................................... 203
10
AVEVA Engineering - Deliverables ................................................................................................ 204
10.1 Datasheets Deliverables.............................................................................................................. 204
10.1.1
Create Datasheet Instance A Worked Example ................................................................. 205
10.1.2
View/Edit Datasheets ............................................................................................................. 208

10.1.2.1
10.1.2.2
10.1.3

Datasheets Issues and Revisions .......................................................................................... 211

10.1.3.1
10.1.4

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

Datasheets Publishing ........................................................................................................... 218

10.1.4.1
10.1.4.2
10.1.4.3
10.1.5

Datasheets Data Entry - A Worked Example................................................... 208

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

Datasheets Publishing Configuration - A Worked Example ............................. 218

Datasheets Publishing - A Worked Example ................................................... 219
Print Datasheets.............................................................................................. 221

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Datasheets Export/Import ......................................................................................................
221

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10.1.5.1

Datasheets Export/Import A Worked Example.............................................. 221

10.2 Report -Deliverables .................................................................................................................... 227

10.2.1
Running Quick Report on the Current List A Worked Example .......................................... 227
10.2.2
Running Pre-Defined Report A Worked Example............................................................... 229
10.2.3
Print List Data......................................................................................................................... 231
Exercise 7 Reports and Datasheets........................................................................................................ 233
Appendix A Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID........... 234
10.3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID..................... 234
Appendix B Cell Feedback Colours Settings ........................................................................................ 240
10.4 Cell feedback colours .................................................................................................................. 240
Appendix C Cell Feedback Colours Settings ........................................................................................ 242
10.5 Links Management....................................................................................................................... 242
10.6 Mange Links ................................................................................................................................. 243

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CHAPTER 1

Introduction

This training guide is for use with AVEVA Engineering Tags product. The product is a module of AVEVA
Engineering, can be licensed for use with an existing AVEVA PDMS or Marine installation. This chapter
outlines the objectives for this guide, details the knowledge required, what must be in place before training
starts, how to use this guide and the course structure.

1.1

Aim

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

1.2

Objectives

1.3

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.

1.4

Course Structure

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

1.5

Using this guide

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

Additionalinform ation
Re fe rto oth e rdocum e ntation
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.

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
1.6

Training Course Setup

Double click on the Plant Engineer desktop shortcut icon or select, Start > All Programs > AVEVA Plant >
Engineer > Engineering 12.1SP4 > Tags from the Windows Start Menu to display the Login form.
The Trainer will provide user names and passwords; a typical example is shown below.

Project:

Training

Username:

A.PROCENG

Password:

MDB:

A-TAGS

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10

CHAPTER 2
2

Overview of the AVEVA Engineering Application

AVEVA Engineering is an application for the creation and management of Engineering Tag Information &
List data such as.Line, Valve and Equipment Lists etc. The application also provides the capability to
Compare, update and link attributes in other AVEVA product databases.
View and change the lifecycle status of elements
View Schematic diagrams, Schematic & 3D models

2.1

AVEVA Engineering Concept

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

Process
Data

Piping
Materials
Data

Stress
Data

Piping
Design
Data

AVEVA Engineering (Tags) has a highly configurable data model allowing it to be adapted to fit a wide range
of project, customer and industry requirements, and to manage virtually any scope of project engineering
data.The data in AVEVA Engineering Tags are displayed in lists or grids with an Excel look and feel as
shown.

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
2.2

AVEVA Engineering deliverables

A wide variety of fully formatted reports can be generated automatically from the database; including key
project documents such as:
Line lists.

Ad hoc or departmental reports.

In AVEVA Engineering Tags, imported or created data can also be used in;
2D drawings (P&IDs),
3D Model information
Isometrics (with process information)

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
Isometrics drawings with process information

Datasheet

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
2.3

AVEVA Engineering (Tags) Integration with AVEVA Products

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

W heni
nte grati
ng b e twe e n two Dab acon datab ase s, i
t addsth e cap ab i
li
ty to li
nk ob je ctsusi
ng th e
li
nki
ng cap ab i
li
ti
e ssh are d wi
th AVEVA Sch e m ati
c 3D Inte grator.

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AVEVA Engineering (12.1)

Tag (User Training) TM3550

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15

Chapter 3

AVEVA Engineering Basic Workflow

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

3.1

AVEVA Engineering (Basic) Workflow

1. AVEVA Engineering User Interface Overview.

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

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AVEVA Engineering (12.1)

Tag (User Training) TM3550

2. Lists Records Creation.

In AVEVA Engineering Tags, list records in key project deliverables such as Line List, Equipment List etc.
can be viewed, created and updated in the grid view via various methods such as:
-

Direct (Manual) Records Creation.

Data Entry & Editing in List View.
List Records Creation via Excel Import/Export.

3. Categories and List Management.

AVEVA Engineering Tags provides the capability to group project data into different user-defined categories
which are normally discipline specific; typical categories could be Instrumentation, Process, Mechanical, and
under each of these categories specific Lists (e.g. Equipment list) are created.

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
4. List Records Management
AVEVA Engineering Tags provides various Manage capabilities
allowing users to:

View list data in different styles and formats.

View and change the project lifecycle status of an item or element.
Highlight changes to data between AVEVA Engineeing Tags sessions.
To be compare engineering data against data created in other AVEVA
products and/or external systems, and allow updates to be selectively applied as,
where and if required.

4. Deliverables
The user can run a quick report e.g Equipment list, Line list and as well as various kind of ad hoc
ordepartmental report on the data in the list view using a pre-defined templates. The generated report can
be previewed and export or print reports in different format such as PDF, HTML etc.

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18

CHAPTER 4

AVEVA Engineering User Interface Overview

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

The main parts of the AVEVA Engineering Tags User Interface are:
Title Bar
Tab Menus
o Project
o Home
o Manage
o View
o Admin (ADMIN users only)
Quick Access Toolbar
List / View Window
Message Log / Window.

4.1.1

AVEVA Tags Title Bar

The title bar of the AVEVA Engineering-Tags module displays the module name, project name and MDB of
the currently project in the example below,
Module Name: Tags- AVEVA Engineering
Project Name: Training
MDB: A-TAGS

4.1.2

Tab Menus

In AVEVA Engineering-Tags all of the commands, facilities and utilities are accessed from a number of
Tabs, which can be selected from the Module Interface, these include:
Tab Menus
o Project
o Home
o Manage
o View
o Admin (Only visible for ADMIN users )

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
4.1.2.1

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.

4.1.2.1.1

Save Work

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

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
4.1.2.1.2

Get Work

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

4.1.2.1.3

Help

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

Alte rnati
ve ly Onli
ne He lp forAVEVA Engi
ne e ri
ng-Tagsm odule can b e acce sse d b y doub le cli
cki
ng on
th e h e lp Icon
from AVEVA Engi
ne e ri
ng-TagsUse rInte rface .

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
4.1.2.1.4

Options

The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To
open the Options form, Select Options from the Project tab as shown:
This menu provides access to number of key functions such as:

Set Default Units of Measure: To set the default or presentation units of measure used for values in lists,
(Only enabled for ADMIN users).
Perform a Get Work when a Save Work is actioned: If a Get Work is to be automatically performed when
a Save Work is carried out, check the checkbox.
Save List Layout Changes on Close: Users may change the layout of lists e.g. the order in which columns
are displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select
Ask (this is the default setting). If such changes are not be saved, select No.
Prompt for Session Comment during Save Work: When a Save Work is carried out a window may
optionally be displayed in which a comment regarding the session can be entered. If this is required, check
the Prompt for Session Comment during Save Work checkbox. The checkbox is unchecked by default.
Highlight Changes after Get Work: Use to enable/disable highlight changes after getwork.

Highlight Changes after Refresh From Parent Extract: Use to enable highlight changes after Refresh
from Parent Extract.
Highlight Changes after Refresh From Ancetors: Use to enable/disable highlight changes after Refresh.
from Ancetors.
Autorenaming active on attribute changes: Use to enable/disable Autorenaming on attribute changes.
Show database errors on grid: Use to enable/disable showing database errors on grid.
Refresh PBS Explorer on Events: Use to enable/disable Refresh PBS Explorer on Events.

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AVEVA Engineering (12.1)

Tag (User Training) TM3550
4.1.2.1.5

Modules

The Modules option is used to switch to a different AVEVA Plant or Marine Engineering modules.

Exit - This is used to exit the AVEVA Tags application.

4.1.2.2

Home Tab

This menu provides access to number of key groups. To access the Home menu, click on the Home tab
from the AVEVA Engineering-Tags main toolbar as highlighted.

PBS (Plant BreakdownStructure): Used to present database content depending on user needs. It provides
relevant navigation and selection, independent of database organisation.
Lists and Schedules: Used to create, open and manage lists and list categories.
Clipbord: Contains functions to cut, copy and paste data in a list view.
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AVEVA Engineering (12.1)

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Record: Contains functions to create new record, edit and delete multiple records in a list.
Grid Actions: Contains functions to select all record in a list, view lists in the Card View format, clear all
temporary filtering from a list, set cell feedback colours and generate a report on the data in the current list.
Reporting: Provides access to Report Designer used to create user defined reports and to run pre-defined
reports supplied with Tags or created by users in Report Designer.
Find Replace: Used to find the value entered in the field in a list.

4.1.2.3

Manage Tab

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

Status Control: Contains functions to set status definition to element in the current list and display a
graphical representation of selected lifecycle.
Status Action: Contains functions to Promote, Demote, Edit, view graphical representation and view log of
status changes of elements in a lifecycle.
Changes: Provides functions to highlight changes to data in a list between selected Sessions and view the
history of a cell or row.
Extracts: Provides functions to claim and release data to other users.
Integration: Provides functions to export data to AVEVA NET and compare the attribute values of Tags
data against data held in other PDMS databases
Import / Export: Provides functions to export/import data to/from an Excel spreadsheet

4.1.2.4

View Tab

This tab deals mainly with the grid display modes. It also allows for schematic diagrams and 3D models
associated with elements to be viewed within the Tags applications.

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

View: Provides functions to view the schematic diagram in which an element is located, view the schematic
and 3D model associated with an element and view the documents linked to elements
Window: Provides functions to view lists display in different modes.

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Grid Options: Provides functions to display or hide grid options such as filtering, units of measurement in
the column headers of a list, cell feedback colours, slash that prefixes some values in a list, column
summaries etc.

4.1.2.5

Admin Tab

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

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

Admin Tools: Provides functions to open the Command Window, edit database views, define and switch on
autonaming rules for new records and configure the interface with AVEVA NET.
Database Group: Provides option to display or conceal the project database Explore icon
Datasheets Group: Provides functions for datasheets configurations.

4.2

Quick Access Toolbar

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

Save Work: To save any changes made to data in lists.

Get Work: To refresh data in any opened lists with any changes that other users may have made to the
data since the lists were opened.
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: To add database default session comment.
Reset Cell Feedback Colours.

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AVEVA Engineering (12.1)

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4.2.1

Adding Menu to Quick Access Toolbar A Worked Example

To add a tab or project menu to the Quick Access toolbar, right-click on the require tab in this case
and select Add to Quick Access Toolbar option from the menu as shown:

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

4.3

Message Log

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

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AVEVA Engineering (12.1)

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Exercise 1 AVEVA Tags User Interface Basic Overview
1. Add the following functionality icons listed below to the Quick AccessToolbar as shown:

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

2. Select the Customize Quick Access Toolbar pulldown window; to display the Customize Quick
Access Toolbar list menu. Click the Show Below the Ribbon option to display the Ribbon below the
Ribbon Bar.

3. Minimize the Ribbon Bar by clicking

the Minimize icon.

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CHAPTER 5

Create and Edit Lists Records

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

List records in key project deliverables such as Line List, Equipment List etc. can be created and edited in
the grid view via various methods as illustrated in diagram:
-

Direct (Manual) Records Creation

Data Entry and Editing in List View
Records Creation Via Excel Import/Export

The diagram above gives basic overview of some the capabilities available for creating and editing list
records in AVEVA Engineering Tags. These methods or procedures will be discussed in details and with
worked examples in subsequent sessions.

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AVEVA Engineering (12.1)

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5.1

Records Creation in List View

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

5.1.1

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

To add a new record to a list view, first open the desired list in this case Line List view by:
Clicking on the Home tab, and then select the category e.g. Process Line that the list belongs to, from the
list of categories pull-down window in the Lists and Schedules group of the Home tab.

Form ore datai

lson Li
st Cate gori
e s, p le ase re fe rto se cti
on 7.

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

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AVEVA Engineering (12.1)

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

To display the Project Breakdown Structure (PBS), click on the the PBS Explore.

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AVEVA Engineering (12.1)

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Th e PBS te m p late de fi
ni
ti
onsare se tup i
n Le x i
con b y th e syste m Adm i
ni
stratorsto re p re se nt th e way
use rswant to navi
gate th e i
rdata.Th e PBS re p lace sth e Datab ase Ex p lore ri
n AVEVA Engi
ne e ri
ng for
e nd-use rs. Datab ase e x p lore rre m ai
nsi
n Adm i
n Tab forAdm i
n use rsonly .

To close a list, either ri

gh t-cli
ck on th e li
st nam e on i
tstab and cli
ck Close, orcli
ck th e X b utton i
n th e
top -ri
gh t corne rof i
tstab .

Click on the New button in the Records group of the Home tab as shown:

The Create element information form is then displayed:

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AVEVA Engineering (12.1)

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If th e li
st h asb e e n se t up wi
th out cre ati
on rule s, th e use rwi
llonly b e re qui
re d to com p le te th e Owne r
fi
e ld on th e Create element informationForm .

Enter the required information in the fields provided as shown:

In Mandatory Information Section:

-

In Line Code Field, the B from pull-down

window.

In Sequence Number field enter 56

In Optional Information Section :

-

In Fluid Code Field, the HC from pull-down

window

Then click on the OK button.

To e nab le th e Ok b utton, th e Manadatory Inform ati

on fi
e ldsmust b e com p le te d.

The new record is then added to the list and PBS Explorer and the list view as highlighted below:

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5.2

List Data Entry & Editing

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

5.2.1

Direct Data Entry A Worked Example

Data can be added directly to newly created records. To do this, singleclick on the desired attribute cell and
enter the desired value. In this case in Maximum Design Temperature field enter 140.

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

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5.2.2

Data Entry Using Lists of Values Fields A Worked Example

Lists of values are available for some fields; these are accessed from the arrow button which is displayed
when the mouse cursor is hovered over them.
Select the preferred value from the available pulldown list to update the list data as shown.

Form ore de tai

ls, on h ow to se tup Li
stsof Value s, p le ase re fe rto TM-3552 - AVEVA Plant (12.1) TAGS
(Adm i
n) gui
de

5.2.3

Data Entry Using Reference List A Worked Example

Some fields in the list view can be setup to use a reference list. In grid view such cell are automatically
provided with the facility to select values from a reference browser.
The Reference browser form can be accessed by clicking the ellipsis button which is displayed when the
mouse cursor is hovered over it as shown:

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AVEVA Engineering (12.1)

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Click the ellipsis button, the Reference Browser form is then displayed.

Th e Se arch tab i
n th e Re fe re nce Browse rform m ay also b e use d to se arch forvalue s.

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:

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AVEVA Engineering (12.1)

Tag (User Training) TM3550

Form ore de tai

ls, on h ow to se tup Re fe re nce attri
b ute i
n a li
st data, p le ase re fe rto TM-3552 - AVEVA
Engi
ne e ri
ng (12.1) Tags(Adm i
n) gui
de

5.3

Editing List Data Records

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

To m odi
fy e x i
sti
ng re cord, use r(s) m ust h ave th e ap p rop ri
ate acce ssri
gh t orowne d th e data.

5.3.1

Single Cell Edit A Worked Example

To edit a single cell in a list view, click on the desired value to select it and change existing value in
Maximum Design Temperature field from 140 to 150

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Before the value is updated; increase the text font size from 100% to 160% for better visibility, by selecting the
current font size as highlighted.

Use r(s) wi
th ap p rop ri
ate acce ssri
gh t can e nab le /di
sab le op ti
on to Re fre sh PBS Ex p lore ron Eve ntsvi
a
th e Proje ct Op ti
onMe nu.

The Zoom form is then displayed. Enter 160 in the Custom field and click the OK button

Alte rnati
ve ly th e font si
ze can b e
i
ncre ase or de cre ase to ge t a b e tte r
ove rvi
e w of large li
stsb y cli
cki
ng th e
Z oom -In
orZ oom -Out b utton
.

The text font size is then set to 160%.

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AVEVA Engineering (12.1)

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5.3.2

Multi-Records Edit A Worked Example

Multi-Record Edit allows user (s) to edit multiple records in a list view if required.
To do this, use the standard window selection method, select the desired row (e.g. left mouse click on the
required row plus Ctrl).

The Select All op ti

on i
n th e Grid Actions group of th e Hom e tab m ay b e use d to se le ct allrowsi
n
li
sts.

Click on the Edit option in the Records group of the Home tab. Select the Edit Selected Records option
from the pulldown window.The Multi record edit form is then displayed as shown:

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AVEVA Engineering (12.1)

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Th e
Multire cord e di
tform can
also b e di
sp lay e d b y cli
cki
ng
on th e
Edi
ti
con.

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

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Th e fi
rst re corddoe snot ne ce ssari
ly m e an th e fi
rst (up p e r-m ost) re cord li
ste d of th ose se le cte d; i
t
m e ansth e fi
rst re cord th at wasse le cte d wh e n th e se le cte d of m ulti
p le re cordswasm ade .

Click the Selected checkbox next to a column to update in this case Line List Revision, and enter the
desired value e.g 1* in the Value field as highlighted.

To se le ct allth e ch e ckb ox e sfore di

t, ch e ck th e Se le ct allch e ckb ox .

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

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

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5.4

Editing Multi-disciplinary Teams Data

AVEVA Engineering Tags enables multi-disciplinary teams of specialist engineers to work together in an
effective manner by allowing each discipline to have control over its own part of the data, with abilities to
manage updates and issued working data. This is illustrated in the following worked example.

5.4.1

Editing Multi-disciplinary Teams Data - A Worked Example

In this example, the engineering element (Process lines) that is created has process and stress
attribute data, owned and control by Process and Piping Engineer users (PROCENG & PIPEENG)
respectively. Both users are able to view the complete project data in the grid view, but only have access to
modify or update their own part of the data.
To illustrate this, in a separate session enter AVEVA Engineering-Tags module as PIPEENG user with the
following details: Username: A.PIPEENG; Password: A; MDB: A-TAGS

Open Line list list view, select Line number B-16 and update the pipe stress attribute in this case
Preliminary Stress by clicking on the checkbox.

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And update the pipe stress attribute Stress DateTime attribute.

The PIPEENG user is able to view the process data along side with the Stress data, but the PIPEENG
user will only be able modify its own part of the data (Stress data) as shown.

Use rswi
th ap p rop ri
ate acce ssri
gh t (Adm i
n Use rs) can e nab le /di
sab le th e di
sp lay of Ti
m e value
agai
nst de si
re attri
b ute i
n th e li
st vi
e w vi
a th e Li
st Manage rForm ash i
gh li
gh te d b e low:

By e nab li
ng Date and Ti
m e fi
e ld i
n Li
st Manage r, i
ti
sp ossi
b le to di
sp lay b oth date and ti
me i
nste ad of
date only .

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Click on the Save Work icon from Quick AccessToolbar to save any changes made to the data.

In the PROCENG AVEVA Engineering-Tags session previously opened;

Open Linelist list view, click on the GetWork icon from Quick Access Toolbar to refresh data in any
opened lists with any changes that other users (PIPEENG) may have made to the data since the lists were
opened.
The Stress Preliminary attribute cell for B-16 is automatically updated with the value from PIPEENG
user.The background colours of cells indicated edited cell data.

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Then click on Stress Reason attribute cell for B-16 and enter the value CTP as shown:

Then press Enter tab from the Keyboard or click outside the cell. The Value fails to update and
unsuccessful edit feedback colour is displayed.

To display the error message, hover the mouse cursor over the data cell or click on the Message Log as
shown.
In this example the update failed because the PROCENG user does not have the appropriate access right to
modify or update stress data which is owned by Piping Engineer users (PIPEENG).

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AVEVA Engineering (12.1)

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5.5

Editing Claimed Records

The user must claim an element before changing or editing it and this can happen automatically depending
on the database claim mode setting.

Use r(s) m ust clai

m an e le m e nt b e fore ch angi
ng ore di
ti
ng i
t, i
f th e datab ase clai
m m ode i
sse t to e x p li
ci
t
b y th e Adm i
ni
strator, b ut i
f th e datab ase clai
m m ode i
sse t to i
m p li
ci
t th e clai
m wi
llb e m ade
autom ati
cally .

An element must be unclaimed before another user can claim it and modified the element or associated
attribute data and this automatically occurs when the user change modules or exit the application (AVEVA
Engineering Tags) as described in the worked example below.

To clai
m ore di
t an e le m e nt th e Use r(s) m ust h ave th e ap p rop ri
ate acce ssri
gh t to th e e le m e nt.

5.5.1

Editing Claimed Records - A Worked Example

To illustrate how to edit claimed records, enter AVEVA Engineering-Tags module as PROCENG user A &
B in two separate sessions, with the following details: Username: B. PROCENG; Password: B; MDB: ATAGS and Username: A.PROCENG; Password: A; MDB: A-TAGS

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

Open Lines list list view from Process Lines category.

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Select B-56 and update Fluid attribute value from Hydrocarbon to Oil as highlighted. Click on the
Save Work icon from Quick Access Toolbar to save any changes made to the data.

In the PROCENG user A session previously opened; Open Lines list list view from Process Lines
category.

Ente rAVEVA Engineering-Tags asPROCENG A use rwi

th th e followi
ng de tai
ls: Use rnam e :
A.PROCENG; Password: A; MDB: A-TAGS.

Click on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any
changes that other users (PROCENG user B) may have made to the data since the lists were opened.

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Th e Flui
dattri
b ute ce llforB-56 i
sautom ati
cally up date d wi
th th e value from PROCENG user
B).Th e b ackground coloursof ce llsi
ndi
cate d e di
te d ce lldata.

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

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

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Th e e rrorm e ssage i
salso b e di
sp lay e d i
n th e statusb arand re corde d i
n th e Me ssage Log.

In this example the update failed because the element is already claimed by other user. To update the
element B-56, it needs to be released by the user that has claimed the item in this case PROCENG user
B.
To do this:
Go to the AVEVA Engineering Tags Session run by PROCENG user B. Select the element B-56,
Click Claim Icon in the Records group of 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 pulldown list to display the Release Record form.

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AVEVA Engineering (12.1)

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The Release Records form is then displayed, listing all the attribute groups associated with the selected
elements, and the columns in each attribute group (e.g.Line Process Data).
Click on the Select checkbox to select the attribute group if it is not selected by default.Click on the OK
button to confirm the record to release.

If se le cte d e le m e nt orattri
b ute group h asalre ady b e e n clai
m e d anoth e ruse r, th e acti
on wi
llfai
l. An
e rrorm e ssage wi
llb e i
ssue d e x p lai
ni
ng wh y .

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.

5.6

Modifying List Columns Units of Measure

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

Th e Uni
t se tsde fi
ni
ti
onsare done i
n AVEVA Le x i
con b y th e syste m Adm i
nstrator.

5.6.1

Applying User Defined Units Sets to Columns Headings A Worked Example

To apply user defined Unit sets to column headings or modify existing column headings Unit Sets the user
must have the appropriate access right.

In this example, close all previous AVEVA Engineering-Tags sessions and enter AVEVA EngineeringTags module as TAGSADMIN user A with the following details: Username: A. TAGSADMIN; Password:
A; MDB: A-TAGS

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AVEVA Engineering (12.1)

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Open Lines list list view from Process Lines category.

Click the unit icon

button in the Maximum Design Temp column to display default of units of measure.

In Uni
tssub -m e nu, th e curre nt Uni
ti
sse le cte d b y de fault. And If th e uni
ti
con
i
snot di
sp lay e d,
se le ct th e Show Units in Column Headers ch e ckb ox i
n th e Grid Options group of View tab to
di
sp lay uni
tsi
con

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

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AVEVA Engineering (12.1)

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From Manage Lists, select the preferred list e.g.Line List and click on the lower Properties button, the
List Manager form will be displayed.

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

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AVEVA Engineering (12.1)

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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.

Th e Uni
t se tsde fi
ni
ti
onsare done i
n AVEVA Le x i
con b y th e syste m Adm i
nstrator. In Li
st Manage rForm
Uni
t Se tscolum ns, only di
sp lay Uni
tSe tsde fi
ni
ti
onsnam e si
f th e attri
b ute h ave ap p rop ri
ate uni
t
di
m e nsi
ons.

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AVEVA Engineering (12.1)

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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.

To refresh the displayed List (Line List) with the unit sets definitions, close and re-open the affected list.

Then click the unit icon

button in the Maximum Design Temperature column to display user defined
Unit Sets as highlighted above.

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5.6.2

Changing Column Headings Units of Measure A Worked Example

To change the units for a column, open Lines list list view from Process Lines category.

If Lines list view i

sp re vi
ously op e ne d, do not re -op e n, si
m p ly p roce e d wi
th followi
ng ste p sb e low.

Click the unit icon

displayed list.

button in the column heading, and select the desired unit e.g Kelvin from the

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

Th e uni
tsch ange i
sonly foruse rp re se ntati
on, i
t doe snot affe ct th e p roje ct de fault uni
ts

To increase the precision to preferred number of decimals, for example 3 decimal points.Click the unit icon
button in the Maximum Design Temperature column heading and select the Precision option.

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

The attribute Maximum Design Tempearture precision are then increased to number 3 decimal points

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To remove the Trailing Zeroes, click the unit icon
button in the Maximum Temperature column
heading and select the Remove Trailing Zeroes checkbox option.

5.7

Column Numbers Summaries Calculations

In a list view, if the Summaries icon

is enabled, the actual summaries of values in the numeric column
can be calculated and displayed beneath the column if desired. This is described in the following worked
example.

5.7.1

Column Number Summaries Calculations A Worked Example

To calculate the total numeric Average, Maximum and Minimum of the value in Maximum Temperature
column, Open Process list list view from Process Lines category.

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In th i
se x am p le , close allp re vi
ousAVEVA Engi
ne e ri
ng-Tagsse ssi
onsand e nte rAVEVA EngineeringTags m odule asPROCENG use rwi
th th e followi
ng de tai
ls: Use rnam e : A.PROCENG; Password: A;
MDB: A-TAGS .

If th e PROCENG AVEVA Engineering-Tags se ssi

on i
sp re vi
ously op e ne d, do not re -e nte rth e
se ssi
on, si
m p ly p roce e d wi
th followi
ng ste p sb e low.

If the Column Summaries icon

is not displayed, select the Column Summaries checkbox in the Grid
Options group of View tab to display units icon as shown:

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Click the Column Summaries icon

from Maximum Temperature column. Then check the following
Average, Maximum and Minimum checkboxes.

Th e Sum i
consare only di
sp lay e d i
n h e adi
ngsof attri
b ute wi
th UDA ty p e Re al.

Click the OK button from the Select Summaries form to confirm the selection. The total numeric sum of
the value in Maximum Temperature column is then displayed beneath the column as shown:

To re m ove th e Sum m ari

e s colum ns, unch e ck th e followi
ng Average, Maximum and Minimum
ch e ckb ox sfrom th e Select Summaries form and cli
ck th e OK b utton.

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5.8

Copying List Data

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

5.8.1

Single Cell Copy of List Data A Worked Example

To copy single cell content in a list, open list view e.g Line list from Process Lines category.

Select the desired cell and 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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5.8.2

Multiple Cells Copy of List Data -A Worked Example

To copy the content of cell to multiple cells:

Click on the cell with the desired content (e.g B-56 Fluid Code cell) and use standard window selection
methods (e.g. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy the data
to as shown:

Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click
menu.

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The selected cells are then automatically updated as highlighted.

To cut th e conte nt of a ce lli

n th e li
st, se le ct th e li
st and cli
ck Cut i
n th e Cli
p b oard group of th e Hom e
Tab , orri
gh t cli
ck and se le ct Cut from th e Me nuth at i
sth e n di
sp lay e d, orp re ssCtrl+ X

5.9

Autonaming Records

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

Th e Autonaming Se tup form i

si
n th e Admin Toolsgroup of th e Admin Tab . Th e Admin tab i
sonly
di
sp lay e d i
f th e use ri
sa m e m b e rof th e TAGADMIN te am . Form ore de tai
l, p le ase re fe rto TM-3552 AVEVA Plant (12.1) TAGS (Adm i
n) gui
de

5.9.1

Applying Autonaming to Existing Records A Worked Example

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

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To illustrate this;
Click on Line SeqNo attribute cell for B-56.

Edit the value from 56 to 70. The selected record is automatically renamed to display the updated
attribute.

Autonam i
ng rule swi
llfai
li
f th e nam e alre ady e x i
stsi
n th e li
st data ordatab ase .

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Autonaming rules can also be applied to existing records that are not named according to the current
applicable rules.
To do this, select the record row B-1

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

If m ore th an one re cord row i

sse le cte d th e Rename op ti
on i
sdi
sab le d.

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

Enter the new name /B-1-N and click OK button to apply the change as shown below:

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Select the record row B-1-N 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 Autonaming option.

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

Use rswi
th ap p rop ri
ate acce ssri
gh t ( Adm i
n Use r) can de acti
vate Auto-re nam i
ng on attri
b ute ch ange i
n
th e Proje ct Op ti
onm e nu ash i
gh li
gh te d b e low:

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5.10 Find and Replace Text in List Data

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

5.10.1 Find and Replace Text in List Data A Worked Example

To find heading text Fluid Code within the Line List list, enter the text (Fluid Code) to be searched for in
the FIND field in the Find Replace group of the Home Tab.

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

Click the button with the binoculars symbol next to the Find field .The first row that contains a match is then
highlighted and the cell that contains the match is selected.

To find data value text e.g A-42 within the Line List list, enter the text (A-42) to be searched for in the
FIND field in the Find Replace group of the Home Tab.

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Click the pull list next to binoculars symbol and select the Search in Data Values.

Click the button with the binoculars symbol next to the Find field .The first row that contains a match is then
highlighted and the cell that contains the match is selected.

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

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Exercise 2 - Create and Modify Records

1. Open Linelist list view and create the following records (B-81, B-82, B-83 and B-84) using the New
button in the records groups of the home tab as described:

The Mandatory and Optional information fields should be completed as shown below:
Line Code
B
B
C
C

Line Sequence Number

81
82
83
84

Fluid Code
HC
HC
HC
HC

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

New Record

Line Size

Fluid Phase

Fluid

B-81

200

Liquid

Hydrocarbon

B-82

250

Liquid

Hydrocarbon

A3B
A3B

C-83
C-84

80
100

Liquid /Gas
Liquid / Gas

Fuel Oil
Fuel Oil

F1C
F1C

Spec

Stress
Critical

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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
B-81
B-82

Line List Rev

1*
1*

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

New
Record
B-81
B-82

Fluid Phase
(Existing Value)
Liquid
Liquid

Fluid Phase (New

Value)
Liquid /Gas
Liquid /Gas

5. Copy the Line List Rev attribute value of B-81 and B-82 to the
Line List Revattribute value of C-83 and C-84 using the Fill
Down option as shown.

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

Th e uni
tsch ange i
sonly foruse rp re se ntati
on, i
t doe snot affe ct th e p roje ct de fault uni
ts

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Chapter 6

Creating \ Editing Records Using Excel Import/Export Tool

This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. The Excel
Import and Export tool supports the import and export of Excel Workbook files to and from Engineering
database. The Import/Export tool also provides the capability to highlights differences and accepts or rejects
attribute data updates.
This tool is designed to support activities such as;
Import of attribute data such as operating pressures and temperatures from
external system.
The import of elements generated in an external system, such as Equipment
and Nozzles.
The round tripping of elements in and out of the Engineering database.

6.1

Formatting Excel Import Files

Excel Import tool is used where the contents of an Excel file is used for an import. The Excel file may contain
multiple worksheets.
The import file must follow certain rules as described below;
The Import file must contain One Element Type per Worksheet, including UDETs.
The first row of the file must contain a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
One column per Database Attribute.
The first data row starts on the second row.
Item matching will require Ref or Name column.
Item create will require an OWNER column. If this column is present, the owner of an element in an
import file must either exist in the import file, or already exist in the Dabacon database.

Example of an Excel
Import file containing
Equipment data:

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6.2

Excel WorkSheet Import A Worked Example

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

Close allp re vi
ousAVEVA Engi
ne e ri
ng-Tagsse ssi
ons.

In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following
details: Username: A.MECHENG; Password: A; MDB: A-TAGS

Open Equipment List list view from the Mechanical category.

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Click on the Manage tab and then select the Excel Import option in the Import / Export group as
highligeted:

The Select File to Import dialog is then displayed. Navigate to the folder containing the excel file, select
the Excel file and click Open button to display the Excel Interface Wizard- Import dialog.

Ex ce lfi
le wi
llb e p rovi
de d b y th e trai
ne r.

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

If Confi
gurati
on Nam e e x i
sts; i
t wi
llb e avai
lab le forse le cti
on from th e Confi
gurati
on Nam e drop -down
m e nu.

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Click on the Look In drop-down to

select where the configuration file is
stored, in this example select Product.

Confi
gurati
on Nam e i
snot
m andatory , i
ti
sonly re qui
re d i
f
th e use rne e dsto th e save th e
Confi
gurati
onsforfuture use .

Option
Use r
Proje ct
Com p any

Default folder location

C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\<Proje ct>\Data\Ex ce l
C:\AVEVA\Plant\Proje cts12.1.SP4\<p roje ct>\<p roje ct>dflts\Data\Ex ce l
C:\AVEVA\Plant\PDMS12.1.SP4\PDMSUI\dflts\Data\Ex ce l

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

Forde tailson h ow to use

Datab ase Vi
e w(s) Data Mode p le ase
re fe rto PDMS De si
gn Com m on
Functi
onali
ty Use rGui
de .

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

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The Import Wizard will attempt to match

the imported element type that each
worksheet contains to the database
element type, if the same element type
names exist.

W h e re an i
m p ort fi
le contai
ns
m ulti
p le worksh e e tsth i
sform
allowsth e worksh e e tsto b e
i
m p orte d to th e Engi
ne e ri
ng
datab ase . Th e use ralso h asth e
op ti
on to i
nclude th e W orks
h e e ts
to b e i
m p orte d b y ch e cki
ng th e
Include colum n ch e ckb ox or
e x clude th e worksh e e t from th e
i
m p ort p roce ssb y unch e cki
ng
de si
re d worksh e e t Include
ch e ckb ox

Ch e cki
ng th e Include All colum n wi
llautom ati
cally ch e ck allth e di
sp lay e d worksh e e t Include
ch e ckb ox .

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

To de le te orre m ove any row, s

e le ct
th e de s
i
re d row and th e n s
e le ct th e
de le te i
con
to re m ove th e row.

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

Th e Column and Attribute Configuration di

alog allowsus
e rsto s
p e ci
fy th e e le m e nt to up date duri
ng
th e i
m p ort p roce s
s
.

In the Attribute row, map the data (attributes) contained in the excel import file to the required Engineering
database attribute which will be populated or updated.
To do this:
Select the desired element type and click in the Attribute cell. For each column a drop down list of the valid
attributes will be displayed. Select the desired database attribute from the drop down list as shown below:

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If th e attri
b ute nam e i
sknown i
t m ay b e ty p e i
nto th e Attri
b ute ce ll. Ps
e udo attri
b ute are not i
n th e drop
down li
s
t and m us
t b e ty p e d i
nto th e Attri
b ute ce ll.

By ch e cki
ng th e Update All ch e ckb ox ,
Updaterowsch e ckb ox e sare autom ati
cally ch e cke d. Th i
s
allowe d th e avai
lab le colum nsto b e i
nclude d i
n th e i
m p ort p roce s
s
. If s
om e colum nsare not re qui
re d
th e y could b e e x clude d from th e th e i
m p ort b y unchecking th e ap p rop ri
ate Update colum n(s
).

Le avi
ng th e
Up date ch e ckb ox unch e cke d wi
llallow th e attri
b ute to use d duri
ng th e i
m p ort m atch i
ng
p roce s
sand any di
ffe re nce wi
llb e h i
gh li
gh te d i
n th e Accept and Recject Form , b ut wi
llnot up date th e
datab as
e attri
b ute .

Once the required configuration in Column and Attribute has been completed, 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.

Th e Confi
gurati
on Op ti
onsForm
allowsre m ove carri
age re turn
from th e te x t attri
b ute s.

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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 confi
gurati
on nam e was
p re vi
ously e nte re d i
n Ch oose a
Confi
gurati
onform , th e syste m
de faultsto th e e x i
sti
ng nam e .

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 th e i
m p orte d
data i
slarge a
p rogre s
sb ar
m ay b e s
h own
i
ndi
cati
ng th e
p rogre s
sof th e
datab as
e s
can.

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.
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Th e Acce p t /Re je ct Form i

sonly di
s
p lay e d i
f Ele m e nt Ty p e Data Mode i
ss
e le cte d from Ex ce lInte rface
W i
zard- Im p ort form . Th e form i
sdi
sab le d i
f th e use rse le ctsDatab ase Vi
e w data m ode .

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.

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

Th e Sum m ary and Errors& W arni

ngsTab son th e Im p ort Progre s
sDi
alog di
sp lay sth e te x tual
de s
cri
p ti
on of th e i
m p ort and a li
s
t of i
m p ort e rrorsre s
p e cti
ve ly .

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The import data are then displayed in the specified list e.g Equipment List.

6.3

Exporting Data to Excel Output

The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel
output. There are two ways to export data from AVEVA Engineering these are:
Exporting data from current list view
Exporting data from Selected Database

6.3.1

Exporting Data from Current Lists View A Worked Example

To export data from current list view to Excel Worksheet File:

Open the list view e.g Equipment List. Right-click on the list and select the Export to Excel option from
the submenu as shown:

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

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

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6.3.2

Exporting Selected Data from Database to Excel File A Worked Example

This tool allows users to export selected data from the database (e.g. Engineering database).
To do this:
Open the list view e.g Equipment List. Click the pull-down arrow button next to the Excel Export in the
Import / Export group of the Manage tab. Select the Select From Database option.

The Excel Interface Wizard Export form is then displayed.

Select the Configuration Name created during the import example, which in this case is EQUIP LIST
TEST. If no Configuration Name exists, user(s) may enter their preferred name and click the Next button.

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Confi
gurati
on Nam e i
snot m andatory , i
ti
sonly re qui
re d i
f th e use rne e dsto save th e Confi
gurati
ons
forfuture use .

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

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Toolbar descriptions:
To delete the selected row, select the delete icon.

This adds a new row to the grid. This allows an additional worksheet to be defined and added to the
export by selecting the icon.

Moves the selected row up the grid. The worksheets in the export file will be created in the order that
they are shown in the grid.

Moves the selected row down the grid.

To export different UDET:s of the same base type.

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

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

If th e colum n and Attri

b ute fi
e lds(rows) are not com p le te d forany of th e di
sp lay e d e le m e nt ty p e s, a
warni
ng m e ssage wi
llb e di
sp lay e d i
f Ne x t b utton i
sse le cte d.

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.

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

To remove leading slash from NAME, OWNER, Reference attributes or use local time for elements of
DateTime type, click on the appropriate checkboxs. 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.

If th e colum n and attri

b ute fi
e lds(rows) are not com p le te d forany of th e di
sp lay e d e le m e nt ty p e s, a
warni
ng m e ssage wi
llb e di
sp lay e d i
f Ne x t b utton i
sse le cte d.
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AVEVA Engineering (12.1)

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

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

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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 Excel Import tool to create the following records in the Equipment List view

Using 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 7

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.

7.1

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.

7.1.1

Creating Category - Worked Example A Worked Example

In this example only user (s) with administrative access rights in this case TAGSADMIN user can create or
modify existing categories.

Close allp re vi
ousAVEVA Engi
ne e ri
ng-Tagsse ssi
ons.
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In a separate session enter AVEVA Engineering-Tags module as TAGSADMIN user with the following
details: Username: A.TAGSADMIN; Password:A; MDB: A-TAGS.

Then 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 as shown:

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In the Category Field text box enter the preferred

Category name, in this case Plant

If applicable, select the type of category from the

Category type list, User, Project or Company. In
this example select Project

Th e ch oi
ce of th e Cate gory ty p e from th e p ull-down li
st de te rm i
ne swh e re th e li
st i
sstore d- A Use r, m ay
not h ave W ri
te acce ssto th e Poje ct orCom p any one s, de p e ndi
ng on W i
ndowsacce ssri
gh ts.
Option

Default folder location

Use r
Proje ct
Com p any

C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\<Proje ct>\Data\Li

sts
C:\AVEVA\Plant\Proje cts12.1.SP4\<p roje ct>\<p roje ct>dflts\Data\Li
sts
C:\AVEVA\Plant\PDMS12.1.SP4\PDMSUI\dflts\Data\Li
sts

From the Manage Lists Category form 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.

If th e Category Nam e ne e dsch angi

ng, se le ct th e
cate gory nam e from th e cate gori
e sgroup of th e
Manage Lists wi
ndow and cli
ck on Properties b utton
to m odi
fy orch ange th e nam e of th e re qui
re d fi
e ld.

To de le te Cate gory from th e cate gori

e sgroup of th e Manage Lists, se le ct th e cate gory nam e and cli
ck
on Remove Category b utton. W h e n a cate gory i
sde le te d allli
stsi
n th at cate gory are also de le te d.

7.1.2

Creating a List Worked Example A Worked Example

This worked example describes how create or add Lists (e.g. Equipment list) to preferred Category.
To do this:
First select the preferred Category, that the list is to be created under, e.g. Plant, click on the Add List
button on the Manage Lists form.

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Th e Nam e i
sa m andatory
fi
e ld.

In Description Field enter a more

descriptive name e.g Plant
Equipment List
The Category field shows the
category that the list belongs to. In
this case Plant, the field can only
be changed in Manage Lists
Category form.

If th e data from th e li
st i
sto b e e x p ortab le to AVEVA NET, ch e ck th e Can be published to AVEVA
NET ch e ckb ox .

In th e View Definition Set se cti

on of th e form , b y de fault Project Views i
sse le cte d i
n th e li
st, th i
s
allowi
ng use rsto se le ct vi
e wsfrom Ele m e nt, Use rorProje ct vi
e w - In th i
se x am p le th i
sfi
e ld sh ould
re m ai
n asProje ct Vi
e w.

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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 ENG Mechanical TAGS.

If re qui
re d, fi
lte rth e li
st of vi
e wsb y se le cti
ng a fi
lte rfrom th e Datab ase Ty p e sFi
lte rli
st.

Vi
e w De fi
ni
ti
on Se t i
suse d
to add e x i
sti
ng vi
ew
de fi
ni
ti
on se tsto th e Vi
ew
De fi
ni
ti
onsse t li
st. Ne w
De fi
ni
ti
on Se tscan b e
cre ate d and e x i
sti
ng
de fi
ni
ti
on se ts-can b e e di
te d
usi
ng Datab ase Vi
e wsEdi
tor
Form ore de tai
lsb e re fe rto
TM-3551 AVEVA
Engi
ne e ri
ng (12.1) Tags
(Advance d) trai
ni
ng gui
de .

Click on the OK button to close the form. The newly created list Plant Equipment List is then added to
the Plant category, and is displayed on the Manage Lists form within the Lists in Category list form as
shown.

To e di
t orm odi
fy ne wly cre ate d Li
st, se le ct
th e re qui
re d Li
st from th e Li
stsi
n th e Use r
Inde x Cate gory li
st of th e Manage Li
stsand
cli
ck on th e Prop e rti
e sb utton from th e
Manage rLi
sts.

To de le te a li
st, se le ct th e de si
re d li
st from th e
Li
st i
n Cate gory li
st and cli
ck Remove List
b utton. Th e se le cte d li
st i
sth e n de le te d.

To Cop y a li
st, se le ct th e re qui
re d li
st from th e Li
stsi
n Cate gory li
st, and cli
ck Copy List b utton. Th e
Li
st Manage rform i
sth e n di
sp lay e d wi
th th e p rop e rti
e sof th e cop i
e d li
st and a de fault nam e of cop y
of <nam e of cop i
e d li
st>, i
sgi
ve n to th e ne w li
st.

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AVEVA Engineering (12.1)

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

The newly created list can then be displayed by selecting the Home tab, and then select the desired
category (Plant) from the pull-down list to display the entire list that is associated with the selected category.

To display the desired list e.g Plant Equip List, click the Open icon. The list is then displayed in the List /
View window.

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7.1.3

Managing Lists View Fields

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.

7.1.3.1

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 Equip List fields are modify to display the following column in the grid view.

Name
Tag Prefix
Tag Number
Tag Suffix
Description
Location
P&ID
Datasheet icon
Diagram icon
3D Object icon
Linked Documents icon

From the Home tab, select the Manage icon, to display the Manage Lists form. Click on the Plant
category to display available list (e.g.Plant
Equip List)

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In th i
se x am p le only use r(s) wi
th adm i
ni
strati
ve acce ssri
gh tsi
n th i
scase TAGSADMIN use rcan
m odi
fy e x i
sti
ng li
stsfi
e lds.

Select the preferred list e.g.Plant Equip List and click on the lower Properties button, the List Manager
form will be displayed.

Th e Li
st Manage rform , b y de fault wi
llse le ct th e Vi
e w tab , wh e re th e li
sts, Nam e and De scri
p ti
on can
b e m odi
fi
edi
f re qui
re d.
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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.

Allch e ckb ox e sare ch e cke d b y de fault. To ch e ck orunch e ck allch e ckb ox e s, se le ct/unse le ct th e

ch e ckb ox i
n th e Se le ct colum n h e ade r.

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:

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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 Equip List will automatically be updated with
the field settings as shown:

7.1.3.2

Modifying List Layout - A Worked Example

The List Layout allows user (s) to specify the order in which the lists columns are to be
displayed in grid view. TheList Layout also gives the user(s) the capability to add multilevel column headings.
In this example the Plant Equip List fields are modify to display the following column in
the grid view in the following order.

Name
Description
Tag Prefix
Tag Suffix
Tag Number
Location
P&ID Datasheet icon
Diagram icon
3D Object icon
Linked Documents icon

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From Manage Lists form, click on the Plant category to display available list. Select the preferred list
e.g.Plant Equip List and click on the lower Properties button, the List Manager form will be displayed.

Select the Layout tab from the List Manager form to display the Layout tab content as shown

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Change the order of columns either by:
Dragging and dropping them up or down the list of column names in the left-hand section of the tab.
Alternatively drag and drop the preferred column text to the left or right in the graphical
representation of columns in the right-hand section of the tab.

The displayed list in the grid, in this case Plant Equip List will automatically be updated with the field
settings as shown:

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7.1.3.3

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 used to group columns
together under User-defined column headings as described in the worked examples:

From Manage Lists form, click on the Plant category to display available list. Select the preferred list
e.g.Plant Equip List and click on the lower Properties button, the List Manager form. Select the Layout
tab from the List Manager form to display the Layout tab content.

Right-click on the column displayed name or the Root node, in the left-hand section of the tab and click on
Add Group.

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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.

Drag and drop the columns that are to be grouped under the new heading onto its entry in the list as shown

To re nam e orde le te a
group , ri
gh t cli
ck on i
t
and cli
ck on Rename
Group orDelete
Groupfrom th e
sub m e nu.

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The user could also add a column pin if required, by clicking on the Multi Level Headings column displayed
pin icon or right-clicking on the Multi Level Headings column name in the list of columns and select Pin
Column from the menu.

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.

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Then click on the OK button from the List Manager form to save the layout settings and close the List
Manager form.
The displayed list in the grid, in this case Plant Equip List will automatically be updated with the Layout
settings as highlighted.

7.1.3.4

Modifying List Sorting Order- 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.
The example below illustrates this.
From Manage Lists form, click on the Plant category to display available list. Select the
preferred list e.g.Plant Equip List and click on the lower Properties button, the List
Manager form.
Select the Sorting tab from the List Manager form to display the Sorting tab content.

Ch e cki
ng th e Show used only
ch e ckb ox re stri
ctsth e View Fields li
st to
di
sp lay only th e fi
e ldsth at wi
llap p e ari
na
li
st.

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To setup or modify the list sorting, the column to be Sort by and Sort order settings must be modify
accordingly.
To do this;
Double-click on the preferred View fields e.g. Tag Number. The selected View Field (Tag Number) is then
moved to the Sort by field and the desired Sort order is then selected as shown:

If re qui
re d th e Sorti
ng Orde rcan b e re se t to th e e i
th e rAsce ndi
ng orDe sce ndi
ng orde rfrom th e Sort
Orde rp ulldown li
st.

Click on the OK button from the List Manager form to Save the sorting settings and close the List
Manager form. 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.

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The displayed list in the grid, in this case Plant Equip List will automatically be updated in an ascending
order as highlighted.

Use rwi
th ap p rop ri
ate acce ssri
gh t can also e nab le Num e ri
calSorti
ng vi
a th e Li
st Manage rForm as
hi
gh li
gh te d b e low:

By de fault, i
n AVEVA Engi
ne e ri
ng Tagsgri
d, te x t attri
b ute sare sorte d b y alp h ab e ti
cally , e ve n i
f th e
value contai
nsb oth num e ri
caland alp h ab e ti
calth e y are also sorte d alp h ab e ti
cally . Enab li
ng th e
Num e ri
calSortallowsnum e ri
calsorti
ng forp arti
cularcolum ns.

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7.1.3.5

Modifying Sub-List Display - 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.This example describes how to display desired sub-list of
items in a list view.

From Manage Lists form, click on the Plant category to display available list. Select
the preferred list e.g.Plant Equip List and click on the lower Properties button, the List
Manager form.

Select the Sub-List tab from the List Manager form to display the Sub-List tab
content. The Sub-List setup can be based on Owner-Member relationship or Reference
Attributes.

This Sub-List below is based on Owner-Member relationship.

Th e Sub -li
st m ust b e se t up fi
rst i
n th e Le x i
con Module b e fore Sub Li
st tab i
n Li
st Manage rcan b e
use d.

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Forfurth e rde tai
ls, on h ow to se t up a sub li
st b ase d on Owne r-Me m b e rre lati
onsh i
p orRe fe re nce
Attri
b ute s; p le ase re fe rto TM-3552 AVEVA Engi
ne e ri
ng (12.1) Tags(Adm i
n) Trai
ni
ng Gui
de .
Be low i
se x am p le of a sub li
st b ase d on Re fe re nce Attri
b ute s.

Check the appropriate sub-list item checkbox. In this case Motors and Nozzle Schedule

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

The displayed list in the grid, in this case Plant Equip List will automatically be updated, displaying the
sub-list.

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Exercise 4 Category and List Management

In th i
se x e rci
se only use r(s) wi
th adm i
ni
strati
ve acce ssri
gh tsi
n th i
scase TAGSADMIN use rcan
m odi
fy e x i
sti
ng li
stsfi
e lds. To h ave adm i
ni
strati
ve acce ssri
gh tse nte rAVEVA Engineering-Tags
m odule asTAGSADMIN use rwi
th th e followi
ng de tai
ls: Username: A.TAGSADMIN; Password:A;
MDB: A-TAGS

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 Electrical TAGS with DSX for the newly category
(Electrical Group) and complete the displayed fields as shown:
Name Electrical List
Description Electrical List

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3. Open the newly created list Electrical List and modify the List View using the List Manager form to
display the following column in AVEVA Tags grid View:

Tag Number
Prefix
Tag Letter
Tag Suffix
Description
Location
Discipline

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

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Multi-level group called Electrical General Data is displayed as shown:

5. Using the Sorting tab in List Manager form, to setup a descending sorting order based on Tagnumber
for Electrical List view

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Chapter 8

Lists 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 Engineeing Tags sessions.

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

8.1

View and Change Status of Lists Data

AVEVA Engineering provides Status management facilities to graphically view which displays 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 thee Lexicon module by the system administrator.

8.1.1

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 and 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.
To start the Process;
In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following
details: Username: A.MECHENG; Password: A; MDB: A-TAGS

If th e MECHENG AVEVA Engineering-Tags se ssi

on i
sp re vi
ously op e ne d, do not re -e nte rth e
se ssi
on, si
m p ly p roce e d wi
th followi
ng ste p sb e low.

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Open Equipment List list view. Click on the Manage tab as shown:

Select the appropriate lifecycle for the displayed list (e.g.Equipment List) from the Status Definition dropdown list in this case Equipment Tag: Tag Item Status) and select Status Graphical Viewer icon
button next to open and review the graphical representation of the selected lifecycle.

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The Graphical View form is opened displaying the graphical representation of the selected lifecycle.
Select the desired elements in this case C1101, E1302A and P1501A. Click the Edit icon
Status Action group of the Manage tab as highlighted:

in the

Ele m e ntswi
th uncontrolle d statusvalue cannot b e p rom ote d or de m ote d; th e op ti
onson th e tab are
di
sab le d.

The Status Tag Item Status 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 in this case Allocate [5] to apply to the element, enter a comment if required,
and click OK button or Apply button.

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

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To promote the status of the element(s) C1101 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.

The Status Tag Item Status form is displayed as shown. Enter comment if desired and click on OK button
to apply the status change.

Th e Status-Tag Status form li

st th e nam e sof
th e se le cte d e le m e nts, th e ti
m e and date of th e
last statusm odi
fi
cati
on and i
de nti
fi
e sth e use r
wh o m ade th at ch ange .

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The element C1101 is then set to selected status in the list as shown:

Th e Multi
p le e le m e ntsi
n th e sam e statuscan also b e se le cte d and p rom ote d orde m ote d.

To 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 (the bottom drop-down list), select the status with the selected lifecycle in this
case Allocated [5].
Click the search
icon next to the drop-down list. All objects in the list at the selected status are then
selected.

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

Th e se le cte d Status value i

sdi
sp lay e d b oth i
n th e gri
d and h i
gh li
gh te d i
n Grap h i
calvi
e w form

Right clicking on a status definition from Graphical View form - shows elements in the list that share the
same status in a lifecycle that are then selected as shown.

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To remove an element or elements from a status lifecycle, select the desired element (item) in the list

Click on the Remove button in the Status Actions group of the Manage tab.

The Remove Status form is then displayed. Select the Yes button. The selected element(s) are then
taken off the lifecycle and the status is set to Not Controlled as shown

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8.2

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 a list at each status.This is described in the work example.

8.2.1

Status Statistical Report for List Records A Worked Example

To view graphical or statistical breakdown of elements, select the desired elements e.g. C1101 and
E1302A in the list as shown.

Click 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 percentage of selected elements
that the segment represents.

To display a different chart type, right click on the report background to display a menu and select Chart
type from the sub-menu click on required chart type in this case Bar Chart as shown.

Th e Ri
gh t-cli
ck m e nup rovi
de soth e r
op ti
onssuch as; Pri
nti
ng Re p orts, Savi
ng
Re p ort asx m lfi
le sloadi
ng save d re p ort
and re fre sh i
ng re p ortswi
th any ch ange s
m ade si
nce th e y we re op e ne d.

To display the list of selected elements that a segment represents, right-click on it and select the List
Elements option from the menu that is then displayed.

To e di
t th e statusof th e e le m e nts
th at a se gm e nt re p re se nts, ri
gh t-cli
ck
on i
t, se le ct th e Edit Status op ti
on
from th e m e nu th at i
sdi
sp lay e d. Th i
s
faci
li
ty i
salso avai
lab le i
n th e Status
Acti
onsgroup of th e Manage tab .

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To vi
e w a log of th e statusch ange sth at h ave b e e n ap p li
e d to th e e le m e ntsth at a se gm e nt re p re se nts,
ri
gh t cli
ck on i
t and se le ct th e StatusHi
story op ti
on from th e m e nu th at i
sth e n di
sp lay e d.

8.3

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 history. This is described in the example below:

8.3.1

View History of Status Changes for List Records Worked Example

To view a history of status changes for elements, select the desired elements in the list as shown:

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

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The log can be printed or exported to an Excel spreadsheet by right-clicking and selected 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.

8.4

Highlight Changes between Sessions in a List View

This tool provides users the capability to view database changes related to objects between two database
sessions or stamps and highlight the changes using different colours.

A ne w Se ssi
on i
scre ate d on th e datab ase , wh e n a save work i
sm ade . De tai
lssuch asdate , use r,
Se ssi
on de scri
p ti
onsare store d asp art of th e Se ssi
on data. And Stam p sare usually se tup b y syste m
adm i
nstratorsto m ark th e re le vant se ssi
on of datab ase se i
th e rb y sp e ci
fy i
ng a ti
m e and date , ora
se ssi
on num b e r.

The Highlight Changes option contains latest and Choose Sessions sub-options.Latest option will
automatically compare two most recent database sessions Choose Sessions option will display dialogs
for selection database sessions and/or database stamps. The use of this tool is described in the example
below:
8.4.1

Highlight Changes between Last and Current Session A Worked Example

To highlight changes between the last session and the current session:
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.

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Th e ne w li
st tab only di
sp lay sth e ch ange s. Th e data i
n th i
sli
st vi
e w cannot b e m odi
fi
e d.

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

Pre vi
ousvalue sof e le m e nt (s) i
n p re vi
ousse ssi
on can also b e vi
e we d, b y h ove rth e m ouse cursorove r
th e de si
re d i
te m to di
sp lay th e p re vi
ousvalue .

8.4.2

Changes and History between Selected Sessions A Worked Example

To highlight changes between selected sessions. Click on the Highlight icon in the Changes group of the
Manage tab. The Choose Historical Database Session form is then displayed as shown below:

Th e Choose Historical Database Session form i

suse d
to se le ct a targe t se ssi
on and a b ase se ssi
on. Stam p s
m ay also b e se le cte d. Th e targe t se ssi
on de faultsto th e
curre nt se ssi
on.

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To select a Base Session, click the appropriate browse ... button. The Select Session dialog is then
displayed.

The Sessions tab displays the list of available sessions. The Stamps tab 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 Change Highlighted List as shown.

Di
ffe re nce ty p e sof ch ange sare i
ndi
cate d wi
th di
ffe re nt colours. Modi
fi
cati
onsare h i
gh li
gh te d i
n yellow.
Ne w re cordsare h i
gh li
gh te d i
n green. De le te d re cordsare h i
gh li
gh te d i
n orange.

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To view the history of a record data in a row or cell in the displayed list, select the desired row (in this case
E1302A) and click on the History icon and to view history of data in the row.

The Row History list is then displayed in a separate List tab. The new list tab (Row History tab) for
E1302A displayed the changed columns and values between selected sessions.

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To view the Column history of a record data in the displayed list, select the desired single cell in that
column (in this case C1101) and click on the Column History to view the column history.

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

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Use rwi
th th e ap p rop ri
ate acce ssri
gh t can m odi
fy th e row h i
story i
de nti
fi
cati
on colum n h e adi
ng usi
ng
th e Li
st Manage rform . Th i
si
susually th e fi
rst colum n b y de fault i
n th e Row Hi
story Li
st, i
n th i
scase
Namecolum n to di
sp lay th e de si
re d colum n usi
ng th e Li
st Manage rform assh own.

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Exercise 5 List Manage

1. Add a Status value to the new record created in exercise 3 as shown.

New Record
B-81
B-81
B-82
C-83

Status Value
Working [15]
Working [15]
Working [15]
Working [15]

2. Display the graphical view of the records and change the status of the records in the lifecycle as shown:

New Record
B-81
B-81
B-82
C-83

Status Value
Working [15]
Working [15]
Working [15]
Working [15]

Promote Value
Approved
In check
In check
Approved

Demote Value
In check
Working
Working
Working

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

4. In Equipment List list View, select existing record C1101 and display schematic diagram view and the
model in which the element is located.

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Chapter 9

Compare/Update/Link

AVEVA Engineering Tags provides various Manage capabilities allowing users to:

9.1

To be compare engineering data against data created in other AVEVA

products and/or external systems, and allow updates to be selectively applied
as, where and if required.
View Schematic Diagrams in List Data
Generate Schematic Models of Equipment items
View linked 3D objects in List Data
View Document Links in List Views

Compare/Update

Compare/Update is a generic capability in AVEVA products to compare object data across different data
sources and products. It uses the concepts of source data, being a reference set of objects in another
database, and destination data, being the corresponding objects in the current database.
For instance a piece of equipment can exist as either a 3D model, a schematic symbol on a P&ID and as a
Tag in the engineering data base. Each applicable source application can generate different attribute data
which can be passed into a target application with control. In the following examples, we will get new data
from Schematic, Design and Engineering databases of a project, into the Dabacon engineering data
base.
The mechanism of the Compare/Update feature provides an integrated environment where Source and
Target data can be compared, with differences identified and reported. The data in the target database
can then be updated with any required change/modification or could also be updated with the creation of
new items.
Matching or equivalent items in both the Source and Target Dabacon databases could also be Linked, to
maintain their persistent connection.

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The functions of the Compare/Update feature can be utilized according a conventional product/data
integration workflow, where data will be required to transverse between various compatible products. See
above for a basic schema of this workflow.
This chapter will cover the Comparison, Update and Link of data between the following databases:
Target
Engineering Data (Engineering Database)
Engineering Data (Engineering Database)
Engineering Data (Engineering Database)
Engineering Data (Engineering Database)
Engineering Data (Engineering Database)

9.1.1

Source
3D Data (Design Database)
Schematic Data (Schematic Database)
Engineering Data (Engineering Database)
Instrumentation/Electrical Data (SQL Database)
Schematic Data/AVEVA P&ID (SQL Database)

Compare / Update - Engineering and Schematic Databases A Worked Example

AVEVA Engineering data can be compared against data created in AVEVA products (e.g. AVEVA
Diagrams, Schematic Model Manager) and stored schematic database.

To i
llustrate th i
s; e nte r AVEVA Engi
ne e ri
ng-Tagsm odule asMECHENG use r wi
th th e followi
ng de tai
ls:
Use rnam e : A.MECHENG; Password: A; MDB: A-TAGS. If th e MECHENGAVEVA Engi
ne e ri
ng-Tags
se ssi
on i
sp re vi
ously op e ne d, do not re -e nte rth e se ssi
on, si
m p ly p roce e d wi
th followi
ng ste p sb e low.

Open Equipment List list view from the Mechanical category.

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Click the Compare/Update/Link button located on the Manage toolbar to display the secondary buttons,
then click the Open to bring up a dialogue prompt and display a new contextual Compare/Update Actions
tab on the ribbon bar.

Compare/Update dialog is then displayed. Clicking the Compare/Update contextual tab, displays a ribbon
bar with its menu items containing the dedicated Compare/Update controls.

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9.1.1.1

Compare/Update Configuration Setup - A Worked Example

From the Source Selection group, display the Source databases. The applicable databases are as shown:

Th e li
ste d datab ase sare th e AVEVA Ele ctri
cal, Instrum e ntati
on and P&ID datab ase s(wh i
ch are h oste d
on SQL se rve rs) aswe llasth e Dab acon datab ase sof De si
gn, Sch e m ati
c and Engi
ne e ri
ng wh i
ch wi
ll
b e li
ste d assource si
f th e re i
sat le ast one datab ase of e ach i
sp re se nt i
n th e uti
li
se d MDB. For
e x am p le , i
f th e curre nt MDB h asno sch e m ati
c datab ase p re se nt i
n th e MDB, th e n
Sch e m ati
c
Datab ase wi
llnot b e li
ste d asa source i
n th e datab ase source drop down.

Th e Engi
ne e ri
ng datab ase i
salso li
ste d asa
Sourcedatab ase ssi
nce th e AVEVA Engi
ne e ri
ng Tags
m odule allowsfor th e com p ari
son and up date sof tagge d e ngi
ne e ri
ng i
te m sagai
nst oth e r tagge d
e ngi
ne e ri
ng i
te m s.

Select and map target Engineering Mechanical data with source Schematic Equipment data by selecting
the Schematic Database from the picklist.

An initial (first time) selection of a source database will have a Compare / Update information prompt form
displayedThis prompt alerts that there are no element types mapped for data transaction between the
selected source database, and the target database. Click the OK button to eliminate the form, and proceed
with the configuration setup.

Click the Options button

in the Configuration group, to display the Options form

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Click the Manage Configuration button

(Step 1 of 6) Compare / Update Configuration Wizard.

on the Options form to initiate the first step

Select the radio button Create new configuration, as the required action of the wizard, and then click on
the Next button to proceed to the next step.

Th e confi
gurati
on wi
zard cove rsth e p roce ssof m ap p i
ng re qui
re d Source and Targe t e le m e nt ty p e s, as
we llasattri
b ute s.

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(Step 2 of 6) Source Element Type

Source: Select the entry Schematic Database from the drop down list
Display Name: This will be the name which
the configuration will be identified as. Type
the text Schematic Equipment in the text
field.
Element Type: Select the radio button to
utilise the element type, before selecting the
entry SCEQUIPMENT from the drop down
list. This is the source element which will be
required for comparisons and updates.
Name Attribute: Retain the default entry
Name. This is the attribute which will be
utilised to find possible matches between
obtained source schematic items and target
engineering items
Unique Attribute: Retain the default entry
RefNo. This attribute will be used identify
and maintain internal and persistent
connections between 2 items located in
different Dabacon databases.

Click on the Next button to proceed to the next step.

(Step 3 of 6) Destination Element Type
Element Type: Select the entry
:MECHTAG from the drop down list
Display Name: This will be the name which
the target element type will be identified as.
Type the text Mechanical Tags in the text
field.
Allow Insertion: Check the checkbox, to
allow for the creation of new items in the
target database, if source items do not find
a matching target item after comparison.
Name Prefix: Retain the blank text field.
This allows for newly created items to take
on an additional name prefix, along with the
name of the source items being created
from
Create Reverse Configuration: Retain as
unchecked. Selecting this checkbox will
automatically create a new configuration in
which the selected Source element type will
be swapped to be the target element type, vice versa.
Click on the Next button to proceed to the next step.
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It i
snot p ossi
b le to cre ate a ne w confi
gurati
on wi
th th e sam e source and targe t e le m e nt ty p e s
com b i
nati
on, wh i
ch h ave alre ady b e e n uti
li
se d foran e x i
sti
ng confi
gurati
on. An e rrorp rom p t wi
llb e
di
sp lay e d i
f th i
si
satte m p te d:

(Step 4 of 6) Define Rule Set

Project Configuration File: Retain the blank text

field.
This allows user to select a Project
Configuration
(e.g.%SAMDFLTS%\ModelManagement\Project
Configuration.xml), if the advanced rules are
required.
Rule Set: Retain the blank field.
This allows users to select the appropriate a Rule
Set if the advanced rules are required
Use Advanced Rules: Retain the unchecked
checkbox.
Restrict this Configuration to Admin Users
Only: Retain the unchecked checkbox.

Th i
sste p i
sonly ap p li
cab le i
f th e Advance d Rule si
si
n use .

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(Step 5 of 6) Define Source Filter(s)

Add Filter: Retain the default blank entries.
This allows for the definition of criteria which
limits the sort of source data to be utilised for
comparison.
Delete Filter: This button deletes any set
filter.

Click on the Next button to proceed to the

next step.

(Step 6 of 6) Define Attribute Mapping(s)

Attributes of the source element types can now be mapped to those of the corresponding target engineering
element type. Attribute selection and mapping indicates the attribute values to be obtained and/or compared
against.

Click on the Add mapping button

to display a new mapping row, and select a source
schematic attribute from the pick list, then select a corresponding target engineering attribute from its pick
list to map..

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Each time a corresponding attribute has been mapped, a new row is activated below.

It is also possible to type in a required source attribute

value in the text entry as a free text. This value will be
used for comparisons against the mapped target attribute.

Required attributes are mapped as shown.

Mapped attributes can be selected and deleted with the Delete Mapping button
Click the Finish button

to exit the attribute mapping form, and save the configuration.

Th e
Backb utton
can b e use d to navi
gate to th e p re vi
ousste p (form ) of th e wi
zard, and
e ffe ct a ch ange orm odi
fi
cati
on

Click the OK button on the information prompt form, to exit the wizard and return to the Options form.

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Click the OK button on the Options form to exit the setup options.

Return to the Compare/Update interface and select the Schematic Database from the pick list in the
Source Selection group. This displays information prompt which alerts for the definition of a filter. Click on
the NO button as a filter setup will not be required at this stage.

This displays information prompt which alerts for the definition of a filter. Click on the NO button as a filter
setup will not be required at this stage.

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The display name of the previously created configuration will now be available on the configuration pick list
in the Source Selection group.

Selecting the created configuration Schematic Equipment from the pick list, will have the Compare/Update
grid populated with all equipment items available in the current schematic database(s) as described in the
following section.

9.1.1.2

Comparison by Source Mode - A Worked Example

Comparison by Source mode provides the capability to synchronise populations of objects. It takes as its
scope the set of objects of a chosen type from the source database and looks for matching objects in the
destination database. It will report any objects missing from the destination database and any differences on
those objects for which a match has been found. The user can then choose which objects to update,
automatically instantiating missing objects and copying over attribute data.
Using the created configuration in Section 9.1.1.1, the comparison and updates of Engineering
Mechanical data can be carried out against the source schematic Equipment data.
From the Compare/Update ribbon the source configuration should be selected as shown, (Schematic
Equipment in this case) which is now available in the group drop down list.

The results of the compare process will be displayed in the grid view. The values of the mapped attributes of
a source (Schematic) item will be compared with the attributes values of any existing and matched
corresponding target (Engineering) item.

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The Elements Tab lists the elements matched, along with the number of compared elements that have
differences.

The values of the mapped attributes of a source (Schematic) item will be compared with the attributes
values of any existing and matched corresponding target (Engineering) item.

The populated Compare/Update grid can be refreshed by clicking on the Refresh button to display and repopulate the grid with data from the source database.

Click on the Yes button on the

Compare/Update prompt form.

Th e
Re fre sh acti
on up date sth e gri
d wi
th th e late st orcurre nt i
nstance s/ob je ctsof th e curre nt source
e le m e nt ty p e .

The Matched, Not Matched and Linked status of the obtained source items will be listed, as well as
any differences between the attributes values of any matched source and target item.

More information on the listed items can be seen from tooltips.

The tabs at the bottom of the Compare/Update main table controls the data displayed on the grid.

The available tabs are: Elements tab (which lists Schematic Equipment in this case) and the Attribute
Details tab which lists the mapped attributes and any differences.
Salmon coloured rows indicate an unmatched object. This is a source object which does not have a
equivalent item in the target database.

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Yellow coloured rows indicate an object which has a match, or is linked, but carries a mapped attribute
difference between the source and target object.
White coloured rows indicate an object which is matched or linked (or both) and has no mapped attribute
difference.

Re fe rto Ap p e ndi
x B of th i
sgui
de forde tai
lson th e m anage m e nt of gri
d Fe e db ack colours

Ite m sare
Match e dwh e n th e y sh are si
mi
lar Nam e sor an attri
b ute value asde fi
ne d i
n th e
Nam e
Attri
b ute e ntry of ste p 2 of th e
Com p are /Up date Confi
gurati
on wi
zard
.

From Schematic Equipment tab,select an item row e.g. E1301 (by clicking on the leftmost column), then
click the Attribute Details tab, to see a detailed listing of any differences of the attribute values of
matched items.

This tab displays the attribute details grid, which lists mapped attributes for all items on the grid, as well as
the values of the source and target items. The selected item from the previous pane will have all its mapped
attributes and values highlighted with a default blue colour.
Attribute differences between matched items can also be displayed in a Side by Side manner. Click the
Side-by-Side View button on the main menu of the contextual tab, to enable this function.

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Selections can be made to enable the Side-by-Side View display All mapped attributes for the selected
item, or only identified attribute value differences.
Source (Schematic) database items which matches but not linked to a corresponding target (engineering)
item, will have the Yes status listed in the grid cell within the Matched column.

Source (Schematic) database items which are linked to corresponding target (engineering) item, will be
listed in a grid cell as Linked beneath the Matched column.

Source (Schematic) database items which have no matches, and hence no corresponding target
(engineering) item, will be listed in a grid cell as No within the Matched column, and all its attributes will
be listed within the Changed Attributes column.

Check the check box next to an applicable item to accept attributes values differences for update, Link
existing matched items or create a new item which does not already exist in the engineering database.

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Check the Accept all checkbox on the Compare/Update ribbon to accept all attribute values differences
for all applicable items, batch link unlinked items and also batch-create new non-existent items.

Click the Update button on the Compare/Update menu.

This displays the Update Engineering Database form,

from which actions can be performed on existing
corresponding engineering items or new items to
be created from source (Schematic) data.

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A summary of the obtained source data and their status against existing corresponding items in the target
database are listed in the Summary pane.

Links and attribute information for new items to be created from source (Schematic) data is controlled from
the pane for Unmatched items to be inserted.

The checkbox for Link inserted items ensures that a link will be created between the newly created item in
the target database and the corresponding source item in the source database.

Re fe rto Ap p e ndi
x C of th i
sgui
de forde tai
lson Li
nks, and th e m anage m e nt of Li
nks.

Checking the Update attributes for linked items checkbox ensures that the values of all mapped source
attributes will be passed on to the newly created item in the target database.

The Element type to be adopted by the newly created item is listed in the pane, underneath Select
owner for: (:MECHTAG in this case). This is the mapped target engineering UDET (User Defined Element
Type)

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Click on the browse

button to select a group in the engineering database hierarchy where the newly
created items will be stored beneath.

This displays the Select Database Element form, which presents the engineering database hierarchy with
existing owning engineering elements as seen on the Database Explorer tab within the Tags module.
Select the group where the new items are to be created in.

If the source items are matched or linked with corresponding existing engineering items, then the following
actions can be carried out with the Matched or linked items to be updated pane:
Check the Link matched items checkbox to create a link between a source item and a corresponding
engineering item.

Check the Update attributes for linked items checkbox to allow the attribute values of the existing
Engineering items to be updated with those of the source (Schematic) items. It is also possible to eliminate
any links between source items and existing items by checking the Unlink selected items checkbox.

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Click on the Update button to update the engineering database with the links and attribute value changes
for existing corresponding items, and also insert new items if required.

Click the Close button on the Update Engineering Database form, to have the Compare/Update grid
display any updated data, relevant feedback colour and any update progress messages.

A displayed line list (based on the element type: EquipTag) and database explorer of the Tags module will
now be seen to have new entries listed (signifying the creation of new items) or existing entries highlighted
in a bold font (signifying the update of attribute values of existing items).

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Updated values and newly created items can also be observed on the appropriate list view.

Any errors encountered during the database update process will be displayed in the Message column of
the Compare/Update grid.

Right click on the table to display its context menu, and click the Show in Diagram entry, to display and
highlight the object on its P&ID.

Existing datasheets also be displayed from the View Datasheet menu entry.

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9.1.1.3

Comparison by Destination Mode - A Worked Example

Compare/Update provides the capability to verify the objects in the user's current scope of work. This can be
the current list in Tags. If a graphical selection has been made in the 3D view, diagram view or list, then the
scope is further reduced to those objects that have been selected.
The scope can also be the Current Element. Compare/Update will report any objects that are not present in
the source database and any differences on those objects for which a match has been found. The user can
then choose which objects to update, automatically copying over attribute data.

To illustrate this; select the desire items rows from displayed Equipment List as shown:

Click the Compare/Update/Link button located on the Manage toolbar to display the secondary buttons,
then the Compare Current Selection to bring up the Select Type for Comparison dialog.

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From the Select Type for Comparison select the appropriate element type, in the case
:MECHTAG.Then click the OK button to bring up the Select Configuration dialog.

From the Select Configuration dialog, select the appropriate configuration in this case Schematic
Database Schematic Equipment. Click the Open button.

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The results of the compare process will be displayed in the grid view. The Elements Tab lists the elements
matched, along with the number of compared elements that have differences.

To update Engineering database with Schematic equipment data from Schematic database, select the
desired item row e.g P1502A as shown.

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From the Side-by-Side View grid, select the desired attribute with the attribute values difference (e.g.
DESC.) and from the right click menu select Copy to Engineering Database option.

Updated values are displayed on the appropriate list view as highlighted below:

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9.1.2

Compare / Update Via Advanced Configuration A Worked Example

AVEVA Engineering provides capabilities configure more elaborate rules for element matching and
updating, in particular key attribute mapping to match multiple pipes against schematic or engineering
pipelines. In this worked example AVEVA Engineering data will be compared against data created in AVEVA
Design and stored Design database.

Th e Advance d Confi
gurati
on uti
li
ze sth e
Inte gratorProje ct Confi
gurati
on Ex p lore r

To illustrate this; Enter AVEVA Engineering-Tags module as PROCENG user B with the following details:
Username: B. PROCENG; Password: B; MDB: A-TAGS

Open Lines list list view from Process Lines category.

Click the Compare/Update/Link button located on the Manage toolbar to display the secondary buttons,
then the Open to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab
on the ribbon bar.

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Compare/Update dialog is then displayed. Clicking the Compare/Update contextual tab, displays a ribbon
bar with its menu items containing the dedicated Compare/Update controls.

Select the Design Database from the picklist. An initial (first time) selection of a source database will have
a Compare / Update information prompt form displayed.

This prompt alerts to apply Filters, Click the NO button to eliminate the form, and proceed with the
configuration setup.

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Click the Options button

in the Configuration group, to display the Options form.

Click the Options button to Display the Options form, and then click on Configuration Explorer
button to display the Integrator Project Configuration Explorer window.

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Select and right click the entry Rule Sets, to display its context menu, and click Insert to create a new
empty Rule Set.

Type in Design/Engineering RuleSet for the Name. Select DESI from the Source DB type picklist, then
select ENGI Target DB type picklist.

Select the newly created Rule Set and insert a new Rule group named: Engineering pipeline rules entry
on the explorer, and pick the relevant Source element type (PIPE in this case) from the drop down list.
This defines the source element type.

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Select the created Rule group, and insert a Create Action entry from its context menu as shown. Select
the type (:LINETAG in this case) from the picklist.
This specifies the target element type.

Select the created Rule group, and insert an Assign Action entry from its context menu.
Type in NAME for the name of the target (Engineering) attribute, and type in LNTP of source + - +
Dscode of source for the source attribute. Fill out the rest of the entries as shown.

This defines the rules for the Compare and Update actions.

Click on File > Save and exit to save and exit the project configuration explorer.

W i
th th e se tup confi
gurati
on, sh own, e ach ti
m e an Engi
ne e ri
ng Li
ne tag i
scom p are d agai
nst a De si
gn
Pi
p e , th e value of th e Li
ne tag attri
b ute of
NAMEwi
lltry to m atch wi
th th e value sfrom th e
concate nati
on
LNTP of source +
-+ Dscode of source (wh i
ch i
san e x p re ssi
on to e x tract th e Li
ne ty p e
and th e DSCODE of th e source (De si
gn) i
te m . If no m atch occurs, th e n th e targe t attri
b ute NAME can
b e up date d wi
th th e value sfrom th e concate nate d de si
gn Pi
p e attri
b ute s. (Se e se cti
on on Datab ase
up date ).

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Click the OK button on the Options form to exit the setup options.

For this section, create a new configuration which maps the source element type: PIPE (using display
name: 3D PIPES) with the Target element type :LINETAG. Map their attributes as shown.

Click the Manage Configuration button

(Step 1 of 6) Compare / Update Configuration Wizard.

on the Options form to initiate the first step

Select the radio button Create new configuration, as the required action of the wizard, and then click on
the Next button to proceed to the next step.

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(Step 2 of 6) Source Element Type.

Source:
Select
the
entry Design
Database from the drop down list.
Display Name: Type the text Design
Pipeline in the text field.
Element Type: Select the radio button to
utilise the element type, before selecting the
entry PIPE from the drop down list.
Name Attribute: Retain the default entry
Name.
Unique Attribute: Retain the default entry
RefNo.

Click on the Next button to proceed to the

next step.

(Step 3 of 6) Destination Element Type.

Element Type: Select the entry :
LINETAG from the drop down list.
Display Name: Type the text Engineering
Line in the text field.
Allow Insertion: Check the checkbox, to
allow for the creation of new items in the
target database.
Name Prefix: Retain the blank text field.

Create Reverse Configuration: Retain as

unchecked.

Click on the Next button to proceed to the

next step.

It i
snot p ossi
b le to cre ate a ne w
confi
gurati
on wi
th th e sam e source and
targe t e le m e nt ty p e scom b i
nati
on,
wh i
ch h ave alre ady b e e n uti
li
se d foran
e xi
sti
ng confi
gurati
on. An e rrorp rom p t
wi
llb e di
sp lay e d i
f th i
si
satte m p te d.

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(Step 4 of 6) Define Rule Set.

Th i
sste p i
sonly ap p li
cab le i
f th e Advance d
Rule si
si
n use .

Project Configuration File: Select the

appropriate Project Configuration
(e .g.%TRNDFLTS%\Mode lManage m e nt\Proje ct
Confi
gurati
on.x m l). This is usually the default
filename for the project.
Rule Set: Select the appropriate RuleSet e.g.
Design/Engineering RuleSet from the pull-down
list.
Use Advanced Rules: Select the checkbox.

In orde r to uti
li
se
th e

Advance
Configuration Rulesfor Compare/Update
acti
ons, th e
Use advanced configuration
ch e ckb ox m ust b e fi
rst ch e cke d.

Restrict this Configuration to Admin Users

Only: Retain the unchecked checkbox.

Ch e ck Restrict the Configuration to Admin Users Onlyi

f th e Adm i
n Use rwant to te st th e
confi
gurati
on b e fore p ub li
sh i
ng i
t forge ne raluse on th e p roje ct.

(Step 5 of 6) Define Source Filter(s).

Add Filter: Retain the default blank entries.
This allows for the definition of criteria which
limits the sort of source data to be utilised for
comparison.
Delete Filter: This button deletes any set filter.

Click on the Next button to proceed to the next

step.

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(Step 6 of 6) Define Attribute Mapping(s)

Attributes of the source element types can now be mapped to those of the corresponding target engineering
element type. Attribute selection and mapping indicates the attribute values to be obtained and/or compared
against.

In usi
ng th e Advance d Confi
gurati
on,
uti
li
se d attri
b ute sm ust also b e
m ap p e d asnorm alth rough th e ste p s
of th e confi
gurati
on wi
zard. Th e
re qui
re d targe t (Engi
ne e ri
ng)
attri
b ute ssp e ci
fi
edi
n th e i
nte grator
confi
gurati
on e x p lore rm ust b e
m ap p e d to a source attri
b ute . Th e
ori
gi
nalvalue of th e corre sp ondi
ng
source attri
b ute wi
llb e ove rwri
tte n
wi
th th e cri
te ri
on de fi
ne d i
n th e
confi
gurati
on e x p lore r.

Click the Finish button

to exit the attribute mapping form, and save the configuration. Click
the OK button on the information prompt form, to exit the wizard and return to the Options form.

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From the Compare/Update menu, select the source configuration e.g. Design Pipeline which is now
available in the group drop down list.

The results of the compare process will be displayed in the grid view. The values of the mapped attributes of
a source (Design) item will be compared with the attributes values of any existing and matched
corresponding target (Engineering) item.

The Design Database Value for the NAME attribute can now observed to display the concatenated
attribute values as configured within the Integrator Project Configuration Explorer, hence allowing the
their NAME attributes to be similar and no difference reported.
The target database can be updated with new Pipe objects if required, as previously described.

Th e de scri
b e d se tup , com p ari
son and up date sp roce dure i
sge ne rally ap p li
cab le to Dab acon source s.

9.1.3

Compare / Update AVEVA Engineering and AVEVA Instrumentation

Project data created or stored by the AVEVA Instrumentation or AVEVA Electrical products can also be
obtained and compared against, from their storage SQL server databases, in the same manner as
previously demonstrated.
Being standalone AVEVA Schematic products, AVEVA Instrumentation and AVEVA Electrical as well as
a compatible version of the SQL server will have to be installed, appropriately licenced and configured, after
which they can be listed as Sources in the Source Selection group pick list.

Instrumentation or Electrical data required for comparison or updates can be obtained by first logging into its
authoring project as demonstrated in the following example:
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9.1.3.1

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

AVEVA Engineering data can be compared against data created in AVEVA Instrumentaion and stored in
SQL database:
To illustrate this; enter AVEVA Engineering-Tags module as INSTENG user with the following details:
Username: A.INSTENG; Password: A; MDB: A-TAGS.

Open Instrument List list view from the Instrumentation category.

Click the Compare/Update/Link button located on the Manage Tab to display the secondary buttons, then
the Open to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab on
the ribbon bar.

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Select the AVEVA Instrumentation from the pick list of available source databases as shown, as this is
source application where the target engineering databases (via the Tags module) will be getting its
instrumentation (or source data) from.
The ribbon menu will now display a Login button in the Source group.

A Compare/Update prompt form is also displayed for initial selections of the AVEVA Instrumentation
source. Click on the OK button to eliminate the form, and proceed with the configuration setup.

Click on the Login button on the ribbon menu, to display and select an available AVEVA instrumentation
project whose data will be utilised.

Th e se le cti
on of a p assword p rote cte d p roje ct wi
llh ave a p assword e ntry p rom p t form di
sp lay e d.

Select the AVEVA Instrumentation Demo project, and click the Select button on the project selection form,
and proceed with the setup configuration as demonstrated previously.

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Click on the Options button

in the Configuration group, to display the Options form.

Click on the Manage Configuration button

on the Options form to initiate the first
step (Step 1 of 6) of the Compare / Update Configuration Wizard, and create a new configuration.

Any e x i
sti
ng confi
gurati
onscan b e m odi
fi
e d from th i
swi
zard i
rre sp e cti
ve of th e source datab ase ,
source and Targe t e le m e nt ty p e s, aswe llasm ap p e d attri
b ute s.

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(Step 2 of 6) Source Element Type

Source: Select the entry AVEVA
Instrumentation from the drop down list.
Display Name: Enter the text Instruments
in the text field.
Element Type: Select the radio button to
utilise the element type, before selecting the
entry Instrument from the drop down list.
This is the source element which will be
required for comparisons and updates.
Name Attribute: Select the entry TagNo
from the pick list of available Instrumentation
attributes.
Unique Attribute: Select the entry
InstKEY.

Click on the Next button to proceed to the

next step.

(Step 3 of 6) Destination Element Type

Element Type: Select the entry :INSTTAG
from the drop down list.
Display Name: Enter the text Instrument
Tags in the text field.
Allow Insertion: Check the checkbox.
Name Prefix: Retain the blank text field.
.
Create Reverse Configuration: Retain as
unchecked

Click on the Next button to proceed to the

next step.

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(Step 4 of 6) Define Rule Set.

Th i
sste p i
sonly ap p li
cab le i
f th e Advance d
Rule si
si
n use .

Project Configuration File: Retain the blank

text field.
This allows user to select a Project
Configuration
(e.g.%SAMDFLTS%\ModelManagement\Project
Configuration.xml), if the advanced rules are
required.
Rule Set: Retain the blank field.
This allows users to select the appropriate a
Rule Set if the advanced rules are required.
Use Advanced Rules: Retain the unchecked
checkbox.
Restrict this Configuration to Admin Users
Only: Retain the unchecked checkbox.

(Step 5 of 6) Define Source Filter(s)

Retain this entry as blank, as no filters will be
required for this example.

Click on the Next button to proceed to the next

step.

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(Step 6 of 6) Define Attribute Mapping(s)

Map the attributes as shown:

Click on the Finish button to exit the attribute mapping form, and save the configuration. Click the OK
button on the information prompt, to exit the wizard and return to the Options form.

Click the OK button on the Options form, to exit the setup options.

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The configuration display name will now be available on the configuration pick list in the Source Selection
group.

Note th at th e
Logi
nb utton i
snow di
sp lay e d asa
LogOffb utton.

Select the Instruments entry from the configuration pick list to populate the Compare/Update grid with
available instruments from the AVEVA Instrumentation SQL database.

Update the Engineering database as demonstrated previously, ensuring to create new data beneath the
InstrumentsTag group, in the InstrumentTags World.

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All newly created instruments can be displayed on a pre-existing :INSTTAG based instruments list.

Click the LogOff button on the ribbon menu, to disconnect from the current AVEVA instrumentation project.
Instrumentation comparisons and updates will no longer be possible.

The described example also covers the integration of data with AVEVA Electrical source data, as the setup
procedures are largely similar.

Th e Advance d confi
gurati
on m ode cannot b e use d wi
th th i
sdata source .
A :p m g-e ngi
-ae UDA sh ould b e de fi
ne d forcom p ari
son and up date swi
th AVEVA Ele ctri
caldata. Th i
s
UDA store sth e i
nform ati
on re qui
re d form ai
ntai
ni
ng th e li
nk b e twe e n th e source and targe t data.

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9.1.4

Compare / Update AVEVA Engineering and AVEVA P&ID data Integration

Project data created or stored by the AVEVA P&ID product can also be obtained from its storage SQL
server databases, in the same manner as previously demonstrated.
As a standalone AVEVA Plant product, AVEVA P&ID as well as a compatible version of the SQL server will
have to be installed, appropriately licenced and configured, after which it will be listed as a Source in the
Source Selection group pick list.

AVEVA P&ID data required for comparison or updates can be obtained by first logging into its authoring
project as demonstrated in the following example:

9.1.4.1

Configuration Setup - AVEVA Engineering & AVEVA P&ID - A Worked Example

AVEVA Engineering data can be compared against data created in AVEVA P&ID and stored in SQL
database:
To illustrate this; Enter AVEVA Engineering-Tags module as PROCENG user B with the following details:
Username: B. PROCENG; Password: B; MDB: A-TAGS
Open Lines list list view from Process Lines category.

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Click the Compare/Update/Link button located on the Manage toolbar to display the secondary buttons,
then the Open to bring up a dialogue prompt and display a new contextual Compare/Update Actions tab
on the ribbon bar.

Select AVEVA P&ID from the pick list of available source databases as shown, as this is source application
where the target engineering databases (via the Tags module) will be getting its P&ID/Schematic data (or
source data) from.

The ribbon menu will now display an included the Login button in the Source group.

Pri
orto cli
cki
ng th e
Logi
nb utton to se le ct an e x i
sti
ng AVEVA P&ID p roje ct foruse , an AVEVA P&ID
p roje ct SQL datab ase i
nte grati
on se rvi
ce se tup wi
llne e d to h ave b e e n com p le te d b y th e syste m s
adm i
ni
strator, asth i
swi
lle nab le acce ssto se le cte d P&ID p roje cts.

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Click the Options button

in the Configuration group, to display the Options form.

Click the Configure AVEVA P&ID button

display the Configure Source form.

in the Configuration group, to

An input address will point to the name of a required SQL database, Port number and Service name.

Allre le vant value sof th e Addre sswi

llb e sup p li
e d b y th e syste m sadm i
ni
strator.

Click the Test Connection button

to verify connection to the setup AVEVA P&ID PIDRep
service. A valid connection will return a prompt form with the information as shown:

Click the OK buttons on both the service connection and Configure source forms to eliminate them
from view, and return to the Options form.

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In th e e ve nt of an unsucce ssfulconne cti

on te st, ori
f th e followi
ng e rrorm e ssage i
sdi
sp lay e d, th e n th e
se rvi
ce can b e m anually starte d from th e wi
ndowsSe rvi
ce stoolson th e m ach i
ne h osti
ng th e se rvi
ce .
Ple ase re fe rto Ap p e ndi
x Aforfurth e rde tai
l.

Ple ase re fe rto Ap p e ndix A forfurth e rde tail.

Click the Manage Configuration button
on the Options form to initiate the first step
(Step 1 of 6) of the Compare / Update Configuration Wizard, and create a new configuration as previously
demonstrated.

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Create a new configuration as previously demonstrated.

(Step 2 of 6) Source Element Type.

Source: Select the entry AVEVA P&ID from
the drop down list.

Click on the Login button

located besides the Source pick list, to log in
to a listed AVEVA P&ID project. Select the
project IPE.

Th e
Logi
nb utton i
sonly vi
si
b le i
f an
AVEVA P&ID Proje ct h asnot alre ady
b e e n logge d i
nto e arli
e r.

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Display Name: Enter the text P&ID 001:

Pipelines in the text field

Th e AVEVA P&ID p roje ctsli

ste d are
th ose wh i
ch h ave b e e n
se le cte d/de fi
ne d wi
th i
n th e
PIDRe p ortDataW i
nSe rvi
ce se tti
ngs.
Th i
sse rvi
ce wi
llallow acce ssto th e
SQL datab ase h oldi
ng th e P&ID
Data.

The selected AVEVA P&ID project has been pre setup via the integration service, and will be the source of
source element types and attributes for mapping, as well as source data.

Click the Select button and fill in the

details as shown:

Element Type: Select LINE

Name Attribute: Select Line Number

from the available pull-down list.

Unique Attribute: Select ID from the

available pull-down list.

Click the Next button to proceed to the

next step.

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(Step 3 of 6) Destination Element Type.

Display Name: Enter the text

Engineering Line in the text field
Click the Next button to proceed to the
next step.

(Step 4 of 6) Define Rule Set

Th i
sste p i
sonly ap p li
cab le i
f th e Advance d
Rule si
si
n use .

Project Configuration File: Retain the blank

text field.
This allows user to select a Project
Configuration
(e.g.%SAMDFLTS%\ModelManagement\Project
Configuration.xml), if the advanced rules are
required.
Rule Set: Retain the blank field.

Th i
sallowsuse rsto se le ct th e ap p rop ri
ate a
Rule Se t i
f th e advance d rule sare re qui
re d.

Use Advanced Rules: Retain the unchecked

checkbox.
Restrict this Configuration to Admin Users
Only: Retain the unchecked checkbox.

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(Step 5 of 6) Define Source Filter(s)

Include a filter, which allows for the population of just pipelines, without inherent branches.

Click the Next button to proceed to the

next step.

(Step 6 of 6) Define Attribute Mapping(s)

Map the attributes as shown:

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Click the Finish button to exit the attribute mapping form, and save the configuration. Click the OK button
on the information prompt to exit the wizard, and return to the Options form.

Click the OK button on the Options form to exit the setup options.

The configuration display name P&ID 001: Pipelines will now be available on the configuration pick list in
the Source Selection group.

Select the P&ID 001: Pipelines entry from the configuration pick list to populate the Compare/Update grid
with available pipelines from the selected AVEVA P&ID project.

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All entries are listed as Not Matched as they have no matches with objects in the target database.

Th e Advance d confi
gurati
on m ode cannot b e use d wi
th th i
sdata source

Update the Engineering database as demonstrated previously, ensuring to create new data beneath
the LineTags group, in the LineTags World, ensuring to observe for any reported errors.

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All newly created lines can be displayed on a pre-existing :LineTag based linelist.

Click on the LogOff button on the ribbon menu, to disconnect from the current AVEVA P&ID project.
Comparisons and updates will no longer be possible.

Click on the LogOff button on the ribbon menu, to disconnect from the current AVEVA P&ID project.
Comparisons and updates will no longer be possible.

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9.2

View and Highlight 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:
9.2.1

View and Highlight Items on Schematic Diagrams in List View- A Worked Example

To illustrate this; close all previous session enter AVEVA Engineering-Tags module as MECHENG user
with the following details: Username: A.MECHENG; Password: A; MDB: A-TAGS

Open Equipment List list view from the Mechanical category.

Select the desired item (P1502A) 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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Th e View Selected Item on Diagram op ti

on i
savai
lab le only wh e n th e e le m e nt i
sli
nke d wi
th i
ts
e qui
vale nt i
n Sch e m ati
c datab ase usi
ng Com p are Up date tool.

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

Th e View Diagramop ti
on from th e li
st ri
gh t-cli
ck m e nui
s
avai
lab le only wh e n th e e le m e nt i
sli
nke d wi
th i
tse qui
vale nt i
n
Sch e m ati
c datab ase usi
ng Com p are / Up date tool.

Sch e m ati
c Di
agram can also b e op e ne d, wh e n i
te m sare not li
nke d wi
th i
tse qui
vale nt i
n sch e m ati
c
datab ase b y cli
cki
ng on th e arrow unde rth e Diagram i
n th e View group of th e View tab assh own.

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The Diagram Viewer form is then displayed with the selected element, in this case P1502A highlighted in
the diagram.

W h e n th e Diagram Viewer i
sop e n, an e x tra tab , Diagram Viewer-Actions, i
sdi
sp lay e d wi
th op ti
ons
to navi
gate th e di
sp lay e d di
agram .

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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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 P1502A.

By using the clipbox slider, it is possible to see more or less of the surrounding items as highlighted
below.

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

Op ti
onsare avai
lab le i
n th e 3D Vi
e we rconte x tualm e nuforwh at ki
nd of i
te m sto i
nclude i
n th e 3D Vi
ew
(Equi
p m e nt, Pi
pi
ng, Structure , Cab li
ng, Hange rs& Oth e rs)

To highlight changes made to schematic diagram objects between selected sessions on which an item is
located. Select Change Highlighting from the displayed Diagram Viewer-Actions menu.

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The Select Diagram and Session to Compare Dialog will be displayed with the diagram name in the
Diagram Element text box.

Th e Select Diagram and Session to compare form i

sto se le ct di
agram e le m e nt and th e de si
re d
datab ase se ssi
ons/orstam p sfrom th e curre nt datab ase .

Select the desired Target from the Select Session dialog and click on the OK button. This will return control
to the Select Diagram and Session to Compare and update the Target Session text box.

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Select the desired Base Sessions from the Select Session dialog and click on the OK button. This will
return control to the Select Diagram and Session to Compare and update the Base Session text box.

Then click on OK button from Select Diagram and Session to Compare as highlighted to commence the
comparison process. On completion of the comparison process, the resultant diagram.

If th e se le cte d di
agram contai
nsm ulti
p le p age s, e ach p age wi
llb e loade d i
n se p arate tab wi
th i
n th e
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Di
agram Ch ange Hi
gh li
gh ti
ng add-i
n wi
ndow.

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Select Modified Elements icon, to highlight modified element (e.g P1502A) between the selected
sessions in the Diagram Change Highlight dialog as shown.

New elements and Delected Elements b e twe e n th e se le cte d se ssi

onsorstam p scan also b e vi
ewi
n
th e Diagram Change Highlighting di
alog. If th e re are no New elements, Delected or Modified
Elements i
n th e se le cte d se ssi
ons, th e i
conswi
llb e di
sab le d.

Select the Element tab in the compare result grid, to view the modified attributes in this case Area
between the selected sessions.

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Select the Attribute Details tab in the compare result grid to view the attributes details between the
selected sessions.

Th e di
sp lay e le m e nt on th e com p are re sult gri
d can b e fi
lte re d usi
ng th e com p are re sult gri
d fi
lte r. If th e
fi
lte ri
snot di
sp lay e d, ri
gh t-cli
ck on th e gri
d and se le ct th e Enable Filtering op ti
on. Th e com p are re sult
can also b e e x p orte d to Ex ce l, usi
ng th e Export To Excel functi
onali
ty acce sse d from th e gri
d ri
gh tcli
ck m e nu.

Th e attri
b ute sth at are use d duri
ng th e com p are p roce sscan b e de fi
ne d b y use r(s) i
f re qui
re d.

Diagram Change Highlighting Toolbar Description.

Starts New Comparison - Click this icon to start new comparison

Re-Compare Selected Session Click this icon to redo the comparison

and update results.

Highlight New Elements Click this icon to highlights new elements.

Highlight Deleted Elements Click this icon to highlights delected elements
Highlight Modified Elements Click this icon highlights modified elements
Zoom In - Click the icon to Zoom in to the diagram.
Zoom Out - Click the Zoom Out icon,
Zoom to Fit - Click the Zoom to Fit icon,
viewer window and maintains aspect ratio.

to zoom out of the diagram.

to Fit the diagram to the

Auto Zoom On External Selection - toggles the mode for auto-zoom

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9.3

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.

9.3.1

Generate Schematic Model in a List View Worked Example

To generate a schematic model from list view data, select the desired item e.g. P1502A in Equipment
list view. Click on Diagram in the View group of the View tab and from the pull-down list select View
Selected Item in Schematic Model Viewer from the sub-menu as shown:

Th e View Selected Item in

Schematic Model Viewerop ti
on i
s
avai
lab le only wh e n th e e le m e nt i
s
li
nke d wi
th i
tse qui
vale nt i
n Sch e m ati
c
datab ase .

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.

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

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

Alternatively select the Settings icon from the

Schematic Model Viewer-Actions toolbar.
Click on the Show inline option and click on
Apply button to apply the settings and OK button
to close the form.

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The inline items of Model are then display as shown.

A Schematic Model can be generated if required, when items are not linked with its equivalent in schematic
database.
To do this, click on the arrow under the Diagram in the View group of the View tab and select View
Schematic Model Viewer option from the menu that is then displayed.

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The Select Equipment form is then displayed, Select the required equipment item in this case P-1502A
from SCGROUP SCHEMATIC-PIPING-AREA-01 and click on the OK button.

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.

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9.4

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:

Th e Docum e ntsLi
nke d form di
sp lay docum e nts, URLsand e -m ai
laddre sse scurre ntly li
nke d to th e
se le cte d e le m e nt.

To open a linked file or URL, or to send a message to an linked e-mail address, right-click on the link in
either tab and select Open from the menu that is then displayed as shown below:

Li
nke d docum e ntsare organi
se d i
n th e li
nk classe swh i
ch are i
n turn colle cte d i
nto li
nk worlds. For
m ore de tai
lson th i
sand h ow to cre ate W orldsand Classe s. Ple ase re fe rto AVEVA Engi
ne e ri
ng
TagsUse rGui
de s.
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Exercise 6 Compare/Update/Link

1. From the List and Schedules group in the Home tab, select Mechanical from the category drop
down, and open the Mech Tag list.
2. Display the Data Management ribbon, and select the Compare/Update/Link button in the
AVEVA Integration group, to display the Compare/Update form.
3. Click on the now visible Compare/Update Actions contextual tab to display its ribbon menu.
4. Select the Design Database from the Source Selection drop down list.
5. On the Map Element Types wizard step, select the Equipment from the drop down list, and Map
the source type EQUIPMENT to the Mapped type :ELECTAG.
6. From the Attributes Mapping(s) step of the wizard map Design attributes to Engineering attributes
7. Map the design attributes Name, Description, and Number with the engineering attributes
Name, :DESCRIPTION, and :TAGNUMBER respectively, for the Equipment and :ELECTAG
element types.
8. Refresh the Compare the Design items with the Engineering items, and observe items with attribute
changes, matches, and non matches, for Design Equipment (Utilise the Attribute Details tab at
the bottom of the Compare/Update grid).
9. Accept all required changes and update the databases. Store new :ELECTAG items in the
ENGGRP Mechanical Tags, which is located in the ENGWLD MechanicalTagsWorld.
10. Link and Update the attributes of new items, then Unlink a number of already linked items.
11. Observe the Compare/Update grid, the Elect Equip list, and also the database explorer for all
changes and updates.
12. Run the comparison and updates with a source Electrical data from an AVEVA Electrical, AVEVA
Instrumentation and an AVEVA P&ID project if available.

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Chapter 9

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:

10.1

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&IDs)
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 view, edit or exchange with third paties via Excel
/Import.
The steps listed below describe a basic workflow for datasheets generation.

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10.1.1

Create Datasheet Instance A Worked Example

AVEVA Engineering allows new datasheets to be created from existing datasheets templates created in
Lexicon module by the system administrator.
To create a datasheet instance, open a desired List view, in this example open the Centrifugal Pump list
view from Pump Datasheetscategory.

Forp roje ct wi
th out e x i
sti
ng datash e e t i
nstance , use rm ust e nsure th at datash e e t i
nstance world
(DSIW LD) and group (DSIGRO) are cre ate d b y th e Adm i
n Use ri
n Engi
ne e ri
ng Ex p lore r.

From the displayed List View (Centrifugal Pump list view), select the desired item row (P1501A) to enable
the Datashee Icon.

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Click New option from Datasheet Icon drop-down list.

The Datasheets form is then displayed.

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

Enter the following data in the appropriate Datasheets form textboxes.

DatasheetsTemplate: CENTRIPUMP_DST (Selected from drop-down list).

NAME: D-1201-Datasheet

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

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10.1.2

View/Edit Datasheets

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.

10.1.2.1 Datasheets Data Entry - A Worked Example

From the displayed List View (Centrifugal Pump list view), open P1501A datasheet by double clicking on
the Datasheet column cell.

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Click on any 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 click on the Manufacturer cell and enter Honeywell.

From the Centrifugal Pump list view, click the Type column cell for P1501A and enter Centrifugal
Pump.

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If a cell in the list view has a list value, this is often represented as radio button in the datasheet list, to edit
the cell, click on the preferred Radio button e.g. Fumes.

10.1.2.2 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.
In this example, click on the Pumping temperature PT Normal Max cell and enter 100. Select
Pumping temperature PT unit cell pull-down list button and select Kelvin from the available list.

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

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

10.1.3 Datasheets Issues and Revisions

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.

Re vi
si
on controli
sonly ap p li
cab le to datash e e tse le m e nts(i
nstance ) not th e te m p late s.

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.

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10.1.3.1 Datasheets Issues & Revision - A Worked Example

To issue a datasheet:
First open the Datasheet Revision list view from Pump Datasheets category.

Click on the Manage tab as shown. Select the appropriate lifecycle for the displayed list (e.g.Datasheet
Revision List) from the Status Definition drop-down list in this case (DSINST: Tag Item Status)

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Select the Status Graphical Viewer icon

the selected lifecycle.

button next to open and review the graphical representation of

Select the desired elements in this case P1501A-DataSheet. Click the Edit icon
Action group of the Manage tab as highlighted.

in the Status

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The Status Tag Item Status form display the first stage of status transition for the displayed list which in
this case Allocated [5].

To promote the status of the element(s) P1501A-DataSheetto the next stage in the lifecycle, select the
next Status Value (Working) from the pull-down list and enter Allocated in the Comment textbox. Click on
OK button to apply the status change.

Alternatively the Status of selected can also be

change by clicking 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 transition to the Working state triggers creation of a new working revision of a datasheet (*).

Promote the status of the element(s) P1501A-DataSheet to the Status Value (Issue). The Status
transition to the Issue state enables the Revision number control.

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Select the preferred the Revision Number. In this example click on Major Radio button.

Click on OK button to apply the revision number and the close displayed datasheet.

The displayed Datasheet Revision list view Current Revision column is automatically updated.

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To open the saved issued Datasheet, click Open Revision option from Datasheet Icon drop-down list.

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

The issued datasheet with appropriate revision number is then displayed.

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The issued datasheet also displayed with the appropriate revision mark as highlighted below, if the
datasheet template is mapped with revision mark.

Issue d datash e e tsi

nstance are not e di
tab le . To e di
t a datash e e t i
nstance th at h asb e e n i
ssue d, i
t m ust
b e de m ote d to a W orki
ngstatusvalue .

10.1.4 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.

10.1.4.1 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.

In this example login enter AVEVA Engineering-Tags module as TAGSADMIN user with the following
details: Username: A.TAGSADMIN; Password:A; MDB: A-TAGS.

Click on the Admin tab and then select the Configuration icon in the Datasheet group of the Admin tab.

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

10.1.4.2 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.

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

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

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

10.1.5 Datasheets Export/Import

Users (Engineers) can Export /import datasheet as Excel spreadsheets, to or from vendors or from other
departments using the AVEVA Engineering Excel Import capability.
Data imported from spreadsheets 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.

10.1.5.1 Datasheets Export/Import A Worked Example

To export a datasheet,
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 option.

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

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

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Open the exported Excel file and change the Pumping temperature PT Normal Max value from 100
to 200 and save the excel file.

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.

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Select the Current Datasheet from the submenu and click Import option.

Select the Excel file and click Open. The imported Excel file is automatically compared against existing
records in the database and all differences between current and data to be imported is highlighted to
user(s).

The Import processes the selected spreadsheet and displays a detailed list of proposed changes, for
example differences between data in the spreadsheets and the current database.

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Th e i
m p ort p roce sscom p are sth e data i
n th e sp re adsh e e tsand th e curre nt datash e e t i
nstance , th e
di
ffe re nce sb e twe e n data i
n th e sp re adsh e e tsand th e curre nt datash e e t i
nstance are th e n h i
gh li
gh te d.
In th i
se x am p le th e y are h i
gh li
gh te d i
n y e llow.

Check the Accept check box to accept the required changes or updates. In this example check the
checkbox for Maximum Pumping Tempearture checkbox.

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To update the database with the imported data, click the pull-down arrow button next to the Excel Import
in the Import / Export group of the Manage tab. Select the Current Datasheet from the submenu click
Update option.

Only data wi
th th e Accept ch e ckb ox ch e cke d are i
m p orte d.

The changes are then applied to the database as shown.

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10.2 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 anykind of ad hoc ordepartmental report on the data in the list view using a predefined 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

10.2.1 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
LineList. Click on the Quick Report icon in the Grid Actions group of the Home tab.

The Quick Report form is then displayed as shown.

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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:

If y ouh ave alre ady de si

gne d a lay out te m p late foruse , th e n se le ct th at lay out Te m p late . Th e se
locati
onscorre sp ond to th e followi
ng folde rs:
Product: %PDMSDFLTS%\Data\Re p orts
Proje ct: %<PRJ>INFO%\Re p orts
Use r: %PDMSUSER%\Data\Re p orts
Browse to look forlay out te m p late si
n an alte rnati
ve folde r.

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 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
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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.

Forfurth e rde tai

ls, on Qui
ck Re p ort, Ple ase re fe rto Re p orti
ng Use rGui
de .

10.2.2 Running Pre-Defined Report A Worked Example

To run a pre-defined report either supplied with the product or created by system adminstrators, click
Reports in the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.

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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.

Forfurth e rde tai

lson Re p orti
ng Tool,p le ase re fe rto Re p orti
ng Use rGui
de .

10.2.3 Print List Data

To print the currently displayed list for example LineList view:

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Click Print > Print List on the Project Menu.

Alternatively right-click on the list and select Print Preview from the menu that is subsequently displayed.

The Print Preview form is then displayed.

Select the Print icon from the Print Preview form to print.

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Exercise 7 Reports and Datasheets
Datasheet
1. Create a new datasheet for tagitem P1501B using Controlled Volume Pump Template
(CTRLVOLPUMP_DST) as shown:

2. Display the newly created datasheet, enter the following records and issue the datasheet with
appropriate Revision Number.
TagItem
P1501B

Attributes
Supplier
Type
Maximum Differential Pressure
Rated Differential Pressure

Values
Farris
Controlled Volumn Pump
50.550 bar
60.130 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
Rated Differential
Pressure

Current Value
60.130

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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Appendix A

Appendix A Integration Configuration Setup for AVEVA Engineering Tags & AVEVA P&ID
10.3 Integration Configuration between AVEVA Engineering Tags & AVEVA P&ID
The following procedure will enable the AVEVA P&ID Reports Data to be available in AVEVA Engineering.
A service is used to enable the AVEVA Engineering Tags application to access the AVEVA P&ID Reports
Database. It is recommended the service is installed on the machine that hosts the AVEVA P&ID SQL
Database, although any server could be used that has access to both the machine that hosts the AVEVA
P&ID SQL Database and AVEVA Engineering Tags users can access.
There is a light weight AVEVA P&ID middle tier install that is available with the product, and this should be
run on the machine that can access both P&ID and Tags as described above. This install is located in a
folder called Middle Tier installation ONLY, run the installer and select the following PID Reports service
component:

Ple ase se e th e AVEVA P&ID Use rand Installati

on gui
de fori
nform ati
on on th i
sand th e oth e rop ti
ons
avai
lab le

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This will install a service on the machine called AVEVA PID PIDREPService:

Ensure this is started and set to an Automatic start-up type. These service then needs to be configured
using an application that will have been installed during the install, please ensure this is Run as
administrator as the file is located in a location protected by Windows:

This application is used to set up the AVEVA P&ID Projects that can be accessed by AVEVA Engineering
and also the port the service will run on.

Th e Port i
sre qui
re d to allow th e AVEVA Engi
ne e ri
ng m ach i
ne to acce ssth e se rvi
ce and th e re fore th e
P&ID Re p ortsDatab ase , i
ti
susually a 4 di
gi
t num b e rand m ay ne e d ap p rovalfrom www.aveva.com
th e IT de p artm e nt.

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This dialog will allow the projects to be
selected by pressing the Add button.
Then an open dialog will be opened and
the PID.PRJ file for the required project
can be located and selected.

Th i
sp roce sscan take som e ti
me

The grid will then populate with the

details of the project. Ensure the Save
All button is pressed, otherwise the
selected project will not be remembered.
In the lower section of the window the
port the service is running on will be
displayed. This maybe blank if this is the
first time the service has been run.

Press the Stop Service button, then

enter the port number the service should
run on and press the Start Service
button.
Then Exit.

To test the service and ensure the correct data will be available for AVEVA Engineering the client application
can be run:

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Here enter the service location, a default is provided to show the format which is as follows:
http://ukchel4348:9005/PIDReportDataService.
The ukchel4348:9005 is the machine
name followed by the port number the
service is running on, if AVEVA
Engineering is on a different machine
then localhost should not be used
here as the machine name.

Press the Test Service button to

check the service can be found and is
working.

To see what will be available to AVEVA

Engineering press the Get projects button
and select the required project.
It is possible to restrict the data viewed
from the database:

A Filter on the Tables, this is done

using the drop down box, by
default All tables will be returned.

If a Table is selected, i.e.

EQUIPMENT this can be further
filtered by entering an SQL query,
i.e. Tag = P. This will only give
equipment items with a type tag
of P, i.e. Pumps. Then press the Retrieve Data button.

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Once in select the Compare/Update section and in the Source Selection select AVEVA P&ID from the
dropdown list.

The next step is to open the Options:

If th e Op ti
onsb utton i
sdi
sab le d (gre y e d out), i
t m e ansth e use rdoe snot h ave re qui
re d acce ssri
gh ts.
Any re gularuse rwi
th out adm i
ni
stratoracce ssri
gh tsm ust b e a m e m b e rof te am CUADMIN i
n orde rto
acce ssth e Op ti
onsb utton. p roce sscan take som e ti
me

Here AVEVA Engineering can be pointed to the service that has been configured. In the Options Dialog
press the Configure AVEVA P&ID button, then paste the location of the service into the dialog. The
service can then be tested to check the Engineering machine can successfully connect to the service:

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Appendix B

Appendix B Cell Feedback Colours Settings

10.4 Cell feedback colours
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.
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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.

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 C

Appendix C Cell Feedback Colours Settings

10.5 Links Management
AVEVA Engineering - Tags can link engineering database items with an existing corresponding 3D and/or
Schematic items, to further enable the verification of consistency between engineering and 3D/Schematic
data.
Links provide a persistent reference between linked corresponding items, and allows for quick reporting on
attribute differences after the linked items have been compared.
The unlink function reverts any links created between the engineering and corresponding database items.
Each link generated by the Tags module is saved as a CYMLNK object which holds information against it.
The CYMLNK holds a Deslnk attribute which references a linked 3D item, a Schlnk attribute which
references the corresponding linked schematic item and an Englnk attribute which references a
corresponding linked engineering item.
As CYMLNK objects are generated for linked corresponding items, they can be nested to reflect the
hierarchy of the linked items. So linked engineering equipment will have its CYMLNK, with any attached and
linked nozzles having its own CYMLNK beneath.
CYMLNKs are grouped in a CYMGRP object, which exists beneath a parent CYMWRL (Links world). The
CYMWRL must exist in either a Design or Design Reference database (DESI REF DB) for linking to be
possible.

To si
m p li
fy navi
gati
on b e twe e n corre sp ondi
ng e ngi
ne e ri
ng, sch e m ati
c and 3D ob je cts, th e p rovi
si
on of
th e p se udo attri
b ute se nglnk, sch lnk and de slnk, cre ate sdi
re ct li
nksb e twe e n th e se ob je cts.

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10.6 Mange Links
Prior to utilizing the Link features within the Tags module to link engineering items to corresponding
Dabacon database items, CYMWRLs will need to be created and appropriately located in a relevant
database.
It is advised that CYMWRLs be created in Design Reference databases, as access to this database is not
restricted by product licencing requirements, so the links contained can be accessed and utilised by
database items across different product disciplines.
In the Admin module, create a Flagged or Reference only database, and ensure that it is current on
MDBs which are available and can be written to, by Tags users.

Design Reference datab ase sare cre ate d just th e sam e way
asusualDe si
gn datab ase s, b ut wi
th th e
Reference Only
ch e ckb ox ch e cke d, to re stri
ct i
tsscop e .

Th e cre ate d
De si
gn Re fe re nce datab ase m ust b e adde d to
th e curre nt MDBs. Th e cre ati
on of datab ase sre qui
re s
adm i
ni
strati
ve ri
gh tsand acce ss

The Manage Links feature can now be used to create a Link world in the created/existing Design
Reference database. This feature can also be used to maintain, manage and delete old links world located
in other existing Design databases.
Click on the Manage Links button on the Options form to display the Manage Links form, from which
the above actions can be performed.

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