Intergraph Smart Electrical Options Manager

User's Guide
Version 2018 (8.0)
June 2018
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Intergraph Smart Electrical Options Manager User's Guide 2

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Intergraph Smart Electrical Options Manager User's Guide 3

Contents
Intergraph Smart® Electrical Options Manager ....................................................................................... 8
Connect to a Plant Group ....................................................................................................................... 8
Navigating in Options Manager ............................................................................................................... 9
Close an Active Window ................................................................................................................... 9
Save Changes to Options .............................................................................................................. 10
Exit Options Manager ..................................................................................................................... 10

Setting Formatting Options ...................................................................................................................... 11

Define a Default Format ........................................................................................................................ 11
Change Default Formatting ................................................................................................................... 12

Defining File Locations ............................................................................................................................. 13

Define File Locations ............................................................................................................................ 13
Cut and Move Values to the Clipboard ................................................................................................. 14
Copy File Location Settings .................................................................................................................. 14
Paste File Location Settings ................................................................................................................. 14
Replace File Location Settings ............................................................................................................. 14

Importing Typical Reference Data ........................................................................................................... 16

Downloading and Importing Reference Data ........................................................................................ 16
Download Reference Data .................................................................................................................... 16
Import Typical Reference Data ............................................................................................................. 17

Exchanging Reference Data with an Off-Site Plant ............................................................................... 18

Create a Reference Data Package ....................................................................................................... 19
Update Reference Data from a Package .............................................................................................. 20

Defining General Settings......................................................................................................................... 21

Define General Settings ........................................................................................................................ 21
Clear Audit Trail .................................................................................................................................... 21
Clear Document Locking ....................................................................................................................... 22

Naming Conventions ................................................................................................................................. 23

Understanding Naming Convention Priorities ....................................................................................... 24
Define a New Naming Convention ........................................................................................................ 24
Define a Naming Convention for Parallel Cables ................................................................................. 26
Define a Naming Convention for Cables in Single-Core Cable Assemblies ........................................ 27
Define Properties for Multiple Naming Conventions ............................................................................. 28
Copy a Naming Convention for an Item Type ....................................................................................... 29
Copy Naming Conventions for Plant Group .......................................................................................... 30
Copy Naming Conventions to Reference Data ..................................................................................... 31
View Naming Conventions in Reference Data ...................................................................................... 31

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 Contents

Change Priorities for Multiple Naming Conventions ............................................................................. 31

Delete a Convention from Multiple Naming Conventions ..................................................................... 32
Naming Convention Example ............................................................................................................... 32

Setting Item Type Properties .................................................................................................................... 34

Set Item Type Properties ...................................................................................................................... 34

Defining Plant-Wide Parameters .............................................................................................................. 36

Plant-Wide Parameters Common Tasks .............................................................................................. 36
Customize Data Display in the Properties Data Window ...................................................................... 37
Define Default Values for Properties..................................................................................................... 37
Copy Item Type Property Values .......................................................................................................... 37
Set Cable Properties for Synchronization ............................................................................................. 38

Setting Plant Default Preferences ............................................................................................................ 39

Set General Default Preferences .......................................................................................................... 39
Set Default Preferences for SLD Generation ........................................................................................ 39
Set Default Preferences for Load Summaries and Reports ................................................................. 40
Set Delete Loads Default Preferences ................................................................................................. 40

Plant Operating Case Management ......................................................................................................... 41

Add a Plant Operating Case ................................................................................................................. 42
Edit a Plant Operating Case ................................................................................................................. 42
Delete a Plant Operating Case ............................................................................................................. 42
Publishing and Retrieving of Operating Case Data .............................................................................. 43

Defining Item Type Symbology ................................................................................................................ 44

Importing and Deleting Linear Styles and Patterns .............................................................................. 44
Define an Item Type Symbol ................................................................................................................. 45
Remove an Item Type Symbol.............................................................................................................. 46
Import a Linear Style ............................................................................................................................. 46
Delete a Linear Style ............................................................................................................................. 47
Import a Linear Pattern ......................................................................................................................... 47
Delete a Linear Pattern ......................................................................................................................... 48
Define a Transformer Component Symbol ........................................................................................... 48

Windows and Dialog Boxes...................................................................................................................... 50

Add Filter Dialog Box ............................................................................................................................ 50
Clear Document Locking Dialog Box .................................................................................................... 50
Compound Filter Properties Dialog Box ............................................................................................... 51
Copy Item Type Property Values Dialog Box ....................................................................................... 51
Copy Naming Convention for Item Type Dialog Box ............................................................................ 52
Copy Naming Conventions for Plant Group Dialog Box ....................................................................... 52
Define Naming Conventions Window ................................................................................................... 53
Manage Plant Operating Cases Dialog Box ......................................................................................... 57
Add Plant Operating Case Dialog Box .................................................................................................. 58
Edit Plant Operating Case Dialog Box .................................................................................................. 58

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 Contents

Create Reference Data Package Dialog Box ....................................................................................... 59

Update Reference Data from Package Dialog Box .............................................................................. 61
Formats Window ................................................................................................................................... 64
Filter Properties Dialog Box .................................................................................................................. 64
General Settings Window ..................................................................................................................... 65
Import ETAP Library Cables Dialog Box ............................................................................................... 79
Reference Power Cable Selection Method (Wizard Page) ................................................................... 80
Reference Cable Selection (Wizard Page) ........................................................................................... 81
Item Types Window .............................................................................................................................. 82
Uniqueness Level Table ................................................................................................................. 83
Locations Window ................................................................................................................................. 84
Open Plant Group Dialog Box ............................................................................................................... 86
Open Plant Structure Dialog Box .......................................................................................................... 86
Plant Default Preferences Window ....................................................................................................... 87
General (Plant Default Preferences Window) ................................................................................ 88
SLD Generation (Plant Default Preferences Window) ................................................................. 89
Load Summaries and Reports (Plant Default Preferences Window) ............................................. 90
Delete Loads (Plant Default Preferences Window) ........................................................................ 91
Plant-Wide Parameters Window ........................................................................................................... 92
Import Typical Reference Data Dialog Box ........................................................................................... 93
Replace Dialog Box .............................................................................................................................. 93
Select Filter Dialog Box ......................................................................................................................... 94
Clear Audit Trail Log File Dialog Box .................................................................................................... 94
Set Convention Priorities Dialog Box .................................................................................................... 94
View Naming Conventions in Reference Data Window ........................................................................ 95
Define Item Type Symbology Window .................................................................................................. 96
Linear Patterns Dialog Box ................................................................................................................... 97
Linear Styles Dialog Box ....................................................................................................................... 98
Set Cable Properties for Synchronization Dialog Box .......................................................................... 99

Menu Commands..................................................................................................................................... 101

Open Plant Group Command (File Menu) .......................................................................................... 101
Close Command (File Menu) .............................................................................................................. 101
Save Command (File Menu) ............................................................................................................... 101
Exit Command (File Menu) ................................................................................................................. 101
Cut Command (Edit Menu) ................................................................................................................. 101
Copy Command (Edit Menu) .............................................................................................................. 101
Paste Command (Edit Menu) .............................................................................................................. 102
Delete Command (Edit Menu) ............................................................................................................ 102
Replace Command (Edit Menu) .......................................................................................................... 102
Formats Command (Options Menu) ................................................................................................... 102
Manage Plant Operating Cases Menu Command (Tools Menu) ........................................................ 102
Naming Conventions > Define Command (Options Menu) ................................................................ 102
Naming Conventions > Copy for Plant Group Command (Options Menu) ......................................... 103
Naming Conventions > Copy to Reference Data Command (Options Menu) .................................... 103
Naming Conventions > View in Reference Data Command (Options Menu) ..................................... 103
Locations Command (Options Menu) ................................................................................................. 103
General Settings Command (Options Menu) ...................................................................................... 103
Plant Default Preferences Command (Options Menu) ....................................................................... 104
Plant-Wide Parameters Command (Options Menu) ........................................................................... 104

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 Contents

Clear Audit Trail Log File Command (Tools Menu) ............................................................................ 104
Clear Document Locking Command (Tools Menu) ............................................................................. 104
Import Typical Reference Data Command (Tools Menu) ................................................................... 104
Update Reference Data > Create Package Command (Tools Menu) ................................................ 104
Update Reference Data > Update from Package Command (Tools Menu) ....................................... 105
Item Type Symbology > Define (Options menu) ................................................................................. 105
Item Type Symbology > Linear Styles (Options Menu) ...................................................................... 105
Item Type Symbology > Linear Patterns (Options Menu) ................................................................... 105
ETAP > Export Reference Cables (Interfaces Menu) ......................................................................... 105
ETAP > Import Reference Cables (Interfaces Menu) ......................................................................... 106
ETAP > Build Mapping XML (Interfaces Menu) .................................................................................. 106
Status Bar Command (View Menu) .................................................................................................... 106
Set Cable Properties for Synchronization (Options Menu) ................................................................. 106
Toolbar Command (View Menu) ......................................................................................................... 106

Using Help ................................................................................................................................................ 106

Display Options Manager Help ........................................................................................................... 107
Display Options Manager Version Information ................................................................................... 107
Help Menu Commands ....................................................................................................................... 107
Help Topics Command (Help Menu) ............................................................................................ 107
Smart Electrical Options Manager Help Command (Help Menu)................................................. 107
Printable Guides Command (Help Menu) .................................................................................... 107
About Options Manager Command (Help Menu) ......................................................................... 107
About Smart Electrical Options Manager Command (Help Menu) .............................................. 107

Index ......................................................................................................................................................... 108

Intergraph Smart Electrical Options Manager User's Guide 7

SECTION 1

Intergraph Smart® Electrical Options

Manager
Through Intergraph Smart® Electrical Options Manager, you can identify and specify the path to
symbols, drawings, templates, and reports for Smart Electrical. Also, you can define default
symbols and properties for items, default formats for data, and naming conventions that affect
new items of each type.
Options Manager controls the hierarchy of items in the software and controls the uniqueness of
data used throughout the life of a project. For example, you can define whether item names
need to be unique, and whether the uniqueness applies at the plant or unit level.
In Options Manager, you can customize:
▪ Formats
▪ Default data file locations
▪ Settings for parameters used in cable sizing
▪ Naming conventions
▪ Item types
▪ Plant default preferences for new and existing users
▪ Project-wide parameters (property values of item types)
Usually, an administrator sets these options at the beginning of a project. The administrator
seldom modifies these options except on occasions when project requirements dictate a
change.

Connect to a Plant Group

Before you can work with Options Manager, you need to connect to a plant group. A plant
group is a specific group available within a plant hierarchy, for example, Plant1, Area1,
Unit1. Plant, area and unit are examples of plant group types. The available plant group types
depend on the plant hierarchy you define in Engineering Manager.
You can open a plant structure and then connect to the required plant group. Also, if you have
appropriate access rights, you can connect to a plant group located on a different site
server. You can only connect to one plant group at a time.
1. Click File > Open Plant Group.
If the Open Plant Group command is not accessible, close all Options Manager
windows.
2. Do one of the following:

Intergraph Smart Electrical Options Manager User's Guide 8

 Intergraph Smart® Electrical Options Manager

▪ Expand the plant hierarchy and then select the required plant group located on the
lowest hierarchy level.
▪ Click Select Plant and then, under Available plant structures, select a plant to connect.
If you want to connect to a plant in a different database, in the Open Plant
Structure dialog box, click Site Server and from the Files of type list, select the required
.ini file.

Navigating in Options Manager

Options Manager is divided into the following main windows:
▪ Formats
▪ Locations
▪ General Settings
▪ Define Naming Conventions
▪ Item Types
▪ Project-Wide Parameters
▪ Plant Default Preferences
You can access the Options Manager windows using the Options menu commands or toolbar
icons.
Various commands on the Edit menu and on the main toolbar are available or not available
depending on the current selection in the main window.

For some cells in the Options Manager windows, an ellipsis button appears when you
select the cell. Clicking the button opens the appropriate dialog box that enables you to specify
the information required for that field. For instance, when specifying file locations in the
Locations window, the Browse for Folder dialog box might be displayed so that you can
choose the correct file more easily.
You can save changes to database definitions and close a session of Options Manager using
the File menu commands.

Close an Active Window

▪ Do one of the following:
▪ Click File > Close.

▪ On the toolbar, click .

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 Intergraph Smart® Electrical Options Manager

Save Changes to Options

▪ Click File > Save.
In order for the saved changes to take effect in Smart Electrical, you need to restart
Smart Electrical.

Exit Options Manager

1. Click File > Exit.
2. If you have not previously saved your changes, click Yes to save changes, No to exit
without saving, or Cancel to return to editing options.

Intergraph Smart Electrical Options Manager User's Guide 10

SECTION 2

Setting Formatting Options

The options available in the Formats window control the default formats associated with various
data types in the application database. Some examples of data types with units of measure
include electrical current, electric potential, power, length, angular velocity, integer and string.
Data formats associated with data types can control the length and type of specific kinds of
information for this project, such as text strings and numbers. Data formats also control the
units associated with particular properties and their display and accuracy in the Properties
window, property dialog boxes, EDE, and reports.
The formats assigned to these data types can change for different plants. You can use the
default data type formats, supplied with sets of properties, or you can create new formats with
the Format Manager.
If you select a meter format as the default format for lengths, properties defined with the Length
category of units appear in meter format units by default. If you selected feet or inches as the
default units for length, lengths appear in inches by default.
For each data type, the rows in the Format column contain a list of values. These
values correspond to the available formats created in the Format Manager per data type.

Define a Default Format

1. Do one of the following:
▪ Click Options > Formats.

▪ On the toolbar, click .

2. Click the cell in the Format column for the data type you want to define.
3. Select the default format for the data type in the list.

▪ The software uses a format defined in Options Manager only if the format for a specific
property belonging to the same data type is not defined in the Data Dictionary.
▪ The Format Manager defines the possible formats for each data type.
▪ When you select a default format in Options Manager, the data type appears in the selected
format in drawings.

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 Setting Formatting Options

Change Default Formatting

1. Do one of the following:
▪ Click Options > Formats.

▪ On the toolbar, click .

2. Click the cell in the Format column for the data type you want to modify.
3. Select the default format for the data type from the list.
If you make changes to one of the default formats, the software prompts you to save
your changes when you click one of the other options on the options bar.

Intergraph Smart Electrical Options Manager User's Guide 12

SECTION 3

Defining File Locations

The correct operation of Smart Electrical requires that you specify various library, file, and path
names for reference data. The reference data determines where the software stores and finds
data. You must specify the locations of most of these libraries, files, and folders for your project
before you can begin using Smart Electrical.
You can modify default reference data settings for each project to customize projects and to
incorporate company standards into Smart Electrical. In Options Manager, you can define the
locations for each of the following default files: reports, templates, symbols for single line
diagrams, and drawing block files for schematics.
If you want the software to apply consistency rules created in Smart Electrical Rule Manager,
you must specify the rule library file location.

In This Section
Define File Locations ..................................................................... 13
Cut and Move Values to the Clipboard .......................................... 14
Copy File Location Settings ........................................................... 14
Paste File Location Settings .......................................................... 14
Replace File Location Settings ...................................................... 14

Define File Locations

1. Do one of the following:
▪ Click Options > Locations.

▪ On the toolbar, click .

2. Beside a required option, under Location, click a row.

3. Click the ellipsis button to navigate to the storage folder or resource file.
You can type the path, if you know it, in the Location column.

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 Defining File Locations

Cut and Move Values to the Clipboard

1. In the Locations window, select a file location setting or part of a setting that you want to
cut and move to the Clipboard.
2. Do one of the following:
▪ Click Edit > Cut.

▪ On the toolbar, click .

Copy File Location Settings

1. In the Locations window, select a file location setting or part of a setting that you want to
copy to the Clipboard.
2. Do one of the following:
▪ Click Edit > Copy.

▪ On the toolbar, click .

Paste File Location Settings

1. In the Locations window, select the Setting column cell where you want to insert the value
you cut or copied previously.
2. Do one of the following:
▪ Click Edit > Paste.

▪ On the toolbar, click .

Replace File Location Settings

1. In the Locations window, select the file location setting or part of the setting that you want
to replace.
You can also specify the setting that you want to replace later, in the Replace dialog
box.
2. Do one of the following:
▪ Click Edit > Replace.

▪ On the toolbar, click .

3. In the Find what field, accept or type the setting that you want to replace.
4. Do one of the following:
▪ In the Replace with field, type the required setting.

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 Defining File Locations

▪ Click to find the storage directory or resource file and display it in the Replace with
field.
5. Click Replace All to replace all the file location settings that match the selection in the Find
what field.

Intergraph Smart Electrical Options Manager User's Guide 15

SECTION 4

Importing Typical Reference Data

This section deals with importing typical reference data. You can download and then import into
your Smart Electrical database typical reference data that can include, for example, typical
lookup tables and various typical reference electrical items. First you need to download an mdb
file and then import the data from that file into your database. For more details, see the topics in
this section:

In This Section
Downloading and Importing Reference Data................................. 16
Download Reference Data ............................................................. 16
Import Typical Reference Data ...................................................... 17

Downloading and Importing Reference Data

You can download reference data for Smart Electrical from the Smart Engineering Manager
Data Web site http://www.intergraph.com/products/ppm/smartplant/electrical/symbols.aspx
(http://www.intergraph.com/products/ppm/smartplant/electrical/symbols.aspx) and then import
this data into your database using Options Manager. The following data downloads are
available:
▪ ISO & IEC Symbols. The symbols support all software versions, including 2009. Before
purchasing, you can preview the symbols in the NEC.pdf and IEC.pdf files that are available
on the Web site.

Download Reference Data

The following data downloads are available:
▪ Motor and Cable Data (lookup tables for motors and reference data for cables). The
data is supplied in the ReferenceData.mdb file.
1. Access the Smart Engineering Manager Data Web site
http://www.intergraph.com/products/ppm/smartplant/electrical/downloads.aspx
(http://www.intergraph.com/products/ppm/smartplant/electrical/downloads.aspx)
2. From the By Product list, select Smart Electrical.
3. Select the required set of data to download.
4. On the File Download dialog box, click Save and specify a target folder for the download.
5. Run the executable file that you have just saved.
6. Import the data into Smart Electrical. For details, see Import Reference Data.

Intergraph Smart Electrical Options Manager User's Guide 16

 Importing Typical Reference Data

Import Typical Reference Data

1. In Options Manager, click Tools > Import Typical Reference Data.
2. On the Reference Data Import dialog box, beside Source file name and path, click
Browse.
3. Specify the path of the file ReferenceData.mdb.
4. Under Select reference data types for import, select one or more data types from which
you want to import reference data.
5. Click Import.
You can keep running Smart Electrical when importing data.

Intergraph Smart Electrical Options Manager User's Guide 17

SECTION 5

Exchanging Reference Data with an

Off-Site Plant
When working with an off-site plant (an engineering procurement and construction company or
owner operator) in a disconnected mode, prior to importing the engineering data received from
an off-site plant, it is necessary to synchronize the reference data. You perform this
synchronization by exchanging reference data with the off-site plant. This is done by creating a
package file which you send to an off-site plant for import. The same procedure can also be
performed by the off-site plant administrator, who can create a package file and send it back so
that the reference data created by the off-site plant can be synchronized with the owner
operator.
When preparing a package file for a satellite or host, you can do the following:
▪ Connect to the source plant or project which contains the reference data that you want to
include in the package.
▪ Define the scope of the reference data that you want to include in the package. If a
reference item has been used in the current plant, the software marks this reference item as
mandatory and it is recommended that you include it in the package.
▪ Generate an Excel report that lists all the reference items that you have selected for the
package.
▪ Create a package file that you can send to an off-site pant where this package can be
opened, examined, and whose content can be imported into the target database.
▪ Open an existing package and change the selections if needed.
After receiving a package file from a host or satellite, you can do the following:
▪ View the reference items that have been included in the current package file.
▪ Specify which reference data you want to import from the package.
The software indicates whether a reference item is new or whether it already
exists in your project.
▪ Generate an Excel report that lists all the reference items that you have selected from the
package.
▪ Import the selected items into your database.
In the current software version, it is only possible to import new items.
Updating existing items will be possible at a later stage.
For details, see the following topics:
▪ Create a Package
▪ Update Reference Data from a Package

Intergraph Smart Electrical Options Manager User's Guide 18

 Exchanging Reference Data with an Off-Site Plant

Create a Reference Data Package

The following procedure explains how to create a package file that will contain the reference
data that you want to send to an off-site plant.
1. On the Options Manager menu bar, click Tools > Update Reference Data > Create
Package.
2. To set the view In the Items grid for a selected folder, click Layout in the Current view
group box and select an appropriate layout that has been created in the EDE of the current
plant or project.
You set the view for each folder that you select in the Reference Data tree view.
If you do not select any layout, the Items grid displays the basic view that includes the item
tag names and their descriptions.
3. On the Create Reference Data Package dialog box, do the following to select the reference
items that you want to include in the package:
a. Expand the Reference Data tree view and select a required sub-folder.
b. Select or clear the Select check box beside each reference item in the grid. Note that if
you select an item that has child items (for example a motor with a space heater), the
software selects the child items automatically without displaying them in the grid.
You can also do the following:
▪ In the Current view group box, click the Select all shown items check box to
select all the reference items that belong to the current folder in the Reference Data
tree view.
▪ Do not clear the Select all mandatory items check box so that all the reference
items that have been used to create plant items in the current plant or project are
included in the package.
▪ Select the Select all reference items check box to include all the reference items
that exist in the current plant or project.
4. Click the Create Package button to start the package creation process.

▪ If a reference item has been used in the current plant, the software marks this reference
item as mandatory and it is recommended that you include it in the package.
▪ Click Save Session to save your selections if you want to pause the current session. Click
Open Session to resume your selections. You can open a saved session from a package or
session file.
Click Open Session to open a saved session. On the Open dialog box, from the Files of type
list, select one of the following:
▪ Reference Data Selection Session (xml) — to open a saved selections session.
▪ Reference Data Package (zip) — to open a session from an existing package.
▪ Click Report to generate an Excel file that will contain all the selections that you have made.
▪ Once the software finishes creating the package, a message is displayed informing you
whether or not the package has been created successfully. Click the Log button to open the

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 Exchanging Reference Data with an Off-Site Plant

package creation log file to see if there are any reference items that failed to be included in
the package.

Update Reference Data from a Package

The following procedure explains how to update your reference data from a package that was
created in a host or an off-site project.
1. On the Options Manager menu bar, click Tools > Update Reference Data > Update from
Package.
2. On the Update from Package dialog box, click Open Package and navigate to the required
package file.
3. To set the view In the Items grid for a selected folder, click Layout in the Current view
group box and select an appropriate layout that has been created in the EDE of the current
plant or project.
You set the view for each folder that you select in the Package Reference Data
tree view. If you do not select any layout, the Items grid displays the basic view that
includes the item tag names and their descriptions.
4. In the Items grid, examine the items that have been selected by the software from the
current package and do one of the following:
▪ Do not clear the Select check box to include the package item in the update.
▪ Clear the Select check box to exclude the package item from the update.

▪ In the Items grid, child items that were included with their parent items are not shown by
the software. For example, if the package contains a reference motor with a space
heater, both items are included in the package without displaying the space heater in
the grid.
▪ It is not possible to select existing items to be included in the update. In this version of
the software, only new items can be included in the update process.
▪ Make sure that you click Save Selections after making a change in the selection. This
way the package will retain all the selections.
5. Click the Report button to generate an Excel file that shows all the items that you have
selected from the current package.
6. Click the Update Data button to start the update process.

▪ If a reference item has been used in the current plant, the software marks this reference
item as mandatory and it is recommended that you include it in the package.
▪ Click Save Selections to save your selections if you want to pause the current session. The
software saves your selections in the current package. Click Open Package and navigate to
the package file to resume your selections.
▪ Once the software finishes the update process, a message is displayed informing you
whether or not the update has been completed successfully. Click the Log button to open
the update log file to see if there are any package items that failed to be included in the
update.

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SECTION 6

Defining General Settings

The settings that you define become general default settings for all Smart Electrical users in the
current plant. Smart Electrical users cannot change these settings, apart from the setting for
the option Display NULL When Macros Retrieve no Data.
For example, you can define default settings for duplication of PDB internals and also set the
parameters that the software uses in cable sizing for parallel cables. You can enable or disable
access to SAP interface, the implementation of rules in Smart Electrical, and also enable or
disable the use of a document archive for SLD and schematic drawing data. You can select the
default external analyzing tool to which you can publish single line diagrams as .xml files.
The various settings are listed and described in detail in the General Settings window Help
topic.

Define General Settings

1. Do one of the following:
▪ Click Options > General Settings.

▪ On the toolbar, click .

2. In the General Settings window, define your default settings as required.
For details, see General Settings Window.

3. Click on the toolbar, or click File > Save.

Clear Audit Trail

This feature allows the Smart Electrical administrator to clear the database table that stores the
tracking of the changes made in a plant. It is possible to clear all the changes or just the
changes that were made during a particular time period. It is also possible to clear the data for a
specific Smart Electrical user or all the users.
1. On the Options Manager menu bar, click Tools > Clear Audit Trail Log File.
2. On the Clear Audit Trail Log File dialog box, select a specific Smart Electrical user or all
the users for whom you want to clear the audit trail.
3. Do one of the following:
▪ Set a time period filter to partially clear the audit trail.
▪ Select the Clear all audit trail check box to clear all the existing audit trail for Smart
Electrical.
4. Click OK.

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 Defining General Settings

Clear Document Locking

You use the following procedure to manually clear the locking of one or more documents.
Locking can occur when a document that you are trying to open is in use by another user. In this
case, the software opens the document in Read-Only mode. Also, locking can occur due to a
power outage or if the software stopped responding due to some unpredictable problem.
1. On the Options Manager main menu, click Tools > Clear Document Locking.
2. On the Clear Document Locking dialog box, click in the check boxes to select the
drawings that you want to unlock.
You can select as many drawings that you require or click the check box in the
header row to select all the drawings.
3. Click Apply.
4. Click Close when done.

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SECTION 7

Naming Conventions
You can assign an optional naming convention for each Smart Electrical item type. In Smart
Electrical, naming conventions consist of a number of segments, with each segment being a text
string or the value of a property of the item type. You define segments as protected segments
or allow users to modify the segments as needed. If you define a text segment as a protected
segment, you can use this segment as a separator. For further details, see Naming Convention
Example.
You can either define or copy a naming convention per item type - alternatively, you can copy
naming conventions for the entire plant group that you select. When copying naming
conventions, you can use a reference plant group as a source. Prior to defining or copying
naming conventions, you must select a target plant group, for example Plant1, Area1, Unit1, and
so forth. Source and target plant groups must belong to the same plant group type. For
example, if your target plant group is a unit, your source plant group must be a unit too.
Also, for item types that support multiple naming conventions, you can specify several naming
convention properties and assign a filter to each convention label (you need to access Filter
Manager to select or create filters). When working with multiple naming conventions, you need
to specify the order of priorities. When a user creates an item tag in Smart Electrical, the
software applies naming conventions in the specified order of priorities.
We recommend that you do not change a naming convention which is already in use. Naming
conventions do not apply to existing items. If you change an existing naming convention, the
software applies the new convention only to new item tags that users create in Smart
Electrical. This means that after you change a naming convention which was already used
when creating item tags, new item tags might be not unique in a plant group.
If you do need to change a naming convention which is in use, in Smart Electrical, for the
appropriate item tags, it is advisable that users change the Comply with Naming Conventions
flag to False and then switch it back to True. This way the software can update the names of
the existing item tags.
When opening Options Manager, you may see a message informing you that
changes were made to the plant group hierarchy names. These changes were made in . Smart
Engineering Manager To complete the name changes the Apply Naming Conventions
command must be run in Smart Electrical. This message continues to appear each time you
open Options Manager, until the Apply Naming Conventions command is run, or you select
the Don't remind me again of these changes check box.

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 Naming Conventions

Understanding Naming Convention Priorities

If multiple naming conventions exist for an item type, you can specify convention priorities. A
convention priority enables the software to apply a specific naming convention on creating a
new item tag belonging to the item type.
Convention priorities determine the order in which the software can apply multiple naming
conventions to new item tags. The software automatically assigns a priority number to each
new convention label that you create. The convention label created first receives the highest
priority (the highest priority number is 1). Each additional label receives a lower priority. You
can change the order of priorities at any stage of your plant life-cycle.
The following example describes how the software applies priorities when a user creates an
item tag in Smart Electrical. For the Cable item type, you can create a naming convention with
priority 1 (the highest) for power cables, for example, NC1, and also create another naming
convention with priority 2 for control cables, for example, NC2. Then you can assign to NC1 a
filter with the property Cable Category=Power and to NC2 a filter with the property Cable
Category=Control.
Depending on an item tag that the user creates in Smart Electrical, the software applies the
naming conventions as follows:
▪ When creating a power cable, the software first validates the filter conditions for the naming
convention NC1, which has the highest priority, and creates the new item tag using the
naming conventions defined for the NC1.
▪ When creating a control cable, the software first checks the filter conditions for the naming
convention NC1. Since the filter conditions do not fit control cables, the software applies
the filter conditions for the naming convention NC2, which has the lower priority, and creates
the new item tag using the naming conventions defined for the NC2. You can change the
order of priorities at any stage of your plant life-cycle.

Define a New Naming Convention

This procedure allows you to select a plant group and then define a naming convention for the
required item type.
1. Do one of the following:
▪ Click Options > Naming Conventions > Define.

▪ On the toolbar, click .

2. On the Define Naming Conventions dialog box, beside Plant group, click Browse.
3. Select a plant group.
4. From the Item type list, select the item type for which you want to define a naming
convention.
If the software allows you to define multiple naming conventions for the selected
item type, under Naming convention properties, make your definitions and assign a
filter. For details, see Define Properties for Multiple Naming Conventions.
5. In the Naming convention properties group box, click New.

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 Naming Conventions

6. Under Convention, type an appropriate name for the current naming convention. It can be
any name that can designate an actual item type category. For example, for the Cable item
type, you can specify labels that designate cables with different functions: Power Cables,
Control Cables, Grounding Cables, and so forth.
7. To change the priority displayed under Priority number, click the Priorities button to set a
priority value that prioritizes the naming conventions if multiple naming conventions exist for
the same item type. The value under Priority number is displayed automatically.
8. Under Convention description, type a short description if needed,
9. To set a filter for the current convention (if needed), click Browse beside the Filter list. You
can select an existing filter or create a new one that will be assigned to the naming
convention label displayed under Convention.
10. To define a naming convention for parallel cables, select the Apply current naming
convention only to parallel cables check box. For details, see Define a Naming
Convention for Parallel Cables (on page 26).
11. To define a naming convention for cables in single-core cable assemblies, click the Apply
current naming convention only to cables belonging to single-core cable assemblies
check box. For details, see Define a Naming Convention for Cables in Single-Core Cable
Assemblies (on page 27).
For parallel cables within single-core cable assemblies, select both the Apply
current naming convention only to parallel cables and Apply current naming
convention only to cables belonging to single-core cable assemblies check boxes.
12. Under Segment definitions, in the Segment Type column, select Text, Property, or
Hierarchy Type.
13. Do one of the following:
▪ For a text segment, leave the Property/Text column blank or type the text that will
appear as the default.
▪ For a property segment, select a property from the list in the Property/ Text column.
▪ For a hierarchy type segment, select a property from the list in the Property/ Text
column.
14. For a text segment, select whether you want to protect the segment.
If you want to use the text as a separator between segments, you should select Yes
to protect the segment. All property segments are protected by default. For further details,
see Naming Convention Example.
15. Type values for the position of the starting character in the text or property name string, and
the required length of the string to appear in the tag.
16. To trim the empty spaces before and after a particular segment, select Yes from the Autofit
list. You can use this feature to accommodate varying segment lengths of dynamic
segments so that only the actual name values are shown without any spaces. Note that this
feature does not affect any text within a segment that contains spaces. It only trims the
spaces before and after segments.
Alternatively, you can click the Autofit All Segments button to change the Autofit
setting to Yes for all the segments in the current naming convention.
17. For additional segments, repeat the last three steps as required.

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 Naming Conventions

18. To change the order of the segments, select a segment as required, and then click Up or
Down.
19. To delete the selected segment, click Delete.

To delete all the segments, click or click Edit > Delete.

▪ Renaming of plant item for which a naming convention has been defined is only
possible according to the mask based on the defined naming convention.
▪ When renaming a plant item, you will be able to change only those segments of the
plant item tag that have been set as not protected.

Define a Naming Convention for Parallel Cables

1. Make all the definitions as described in steps 1-9 in the Define a New Naming Convention
(on page 24) procedure.
2. Select the Apply current naming convention to parallel cables only check box to define
a naming convention for parallel cables.
If you do not select this check box, parallel cables will not have any naming
conventions and the names of new parallel cables will comply with the definitions in the
General Settings window in Options Manager.
3. To determine the sequencing of cables within the parallel set, select an appropriate setting
in the General Settings window, under Parallel cable tag sequencing method:

Setting Description

Identical Sets the tag sequencing of the parallel cables to be identical in the group
and the cable uniqueness identifier is the parallel suffix. Examples:
Cable - 174/0A; Cable - 174/0B; Cable - 174/0C

Consecutive Sets the tag sequencing of the parallel cables to be consecutive and the
cable uniqueness identifier is the cable tag number. Examples:
Cable - 181/0A; Cable - 182/0B; Cable - 183/0C

Changing the parallel cable tag sequencing method does not affect the
tag sequencing of existing parallel cables.
4. Define the composition of the naming convention by selecting the appropriate naming
convention segments and their definitions in the Segment definitions grid. For details, see
steps 12-17 in the Define a New Naming Convention (on page 24) topic.
5. To determine whether to include the parallel cable suffix in the naming convention, select
the Parallel Cable Suffix property in the Segment definitions grid.

▪ To determine where in the cable tag name you want to include the parallel cable suffix,
define the parallel cable suffix in the Segment definitions section. You can move the
parallel cable suffix property up or down the list to set the position of this property in the
segment definition.

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 Naming Conventions

▪ When renaming a parallel cable and a naming convention has been defined, you can
rename all unprotected segments of the item tag. The protected segments of the item
tag cannot be renamed. If no naming convention has been defined, all segments of the
item type can be renamed.

Define a Naming Convention for Cables in

Single-Core Cable Assemblies
1. Make all the definitions as described in steps 1-9 in the Define a New Naming Convention
(on page 24) procedure.
2. Select the Apply current naming convention only to cables belonging to single-core
cable assemblies check box to define a naming convention for cables in single-core cable
assemblies.
If you do not select this check box, cables in single-core cable assemblies
will not have any naming conventions and the names of new cables will comply with the
definitions in the General Settings window in Options Manager.
3. To determine the sequencing of cables within the assembly, select an appropriate setting in
the General Settings window > Tag sequence method for cables in in single-core cable
assemblies:

Setting Description

Identical Sets the tag sequencing of the cables in a single-core cable assembly to
be identical in the group and the cable uniqueness identifier is a number.
Examples:
Cable - 174-1; Cable - 174-2; Cable - 174-3

Consecutive Sets the tag sequencing of the cables in a single-core cable assembly to
be consecutive. This setting makes the names of the cables in the
assembly unique without the need of a uniqueness identifier. Examples:
Cable - 181; Cable - 182; Cable - 183

Changing the sequencing method of cables in single-core cable

assemblies does not affect the tag sequencing of existing cables.
4. Define the composition of the naming convention by selecting the appropriate naming
convention segments and their definitions in the Segment definitions grid. For details, see
steps 12-17 in the Define a New Naming Convention (on page 24) topic.
When renaming a cable in a single-core cable assembly and a naming convention
has been defined, you can rename all unprotected segments of the item tag. The protected
segments of the item tag cannot be renamed. If no naming convention has been defined, all
segments of the item type can be renamed.

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 Naming Conventions

Define Properties for Multiple Naming Conventions

This procedure allows you to define multiple naming conventions for a specific item type. First,
you select an item type that supports multiple naming conventions, for example, Cable. Next,
you can enter labels and label descriptions for multiple naming conventions that you want to
create, for example, Power Cables, Control Cables, or Grounding Cables. After that, you can
access Filter Manager and assign a filter to each naming convention label.
1. Do one of the following:
▪ Click Options > Naming Conventions > Define.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Select the required plant group.
4. From the Item type list, select an item type that supports multiple naming conventions.
When you select an item type that supports multiple naming conventions, the
options under Naming convention properties become accessible.
5. Under Naming convention properties, in the Convention and Convention description
boxes, type a label for the convention and a label description.

▪ For a label, you can type any name or an actual item type category. For example, for
the Cable item type, you can specify labels that designate cables with different
functions: Power Cables, Control Cables, Grounding Cables, and so forth.
▪ Beside Convention description, click New to add an empty row in the Convention
box. Type a new label and description.
▪ The software automatically assigns a priority number to each new convention
label. The convention label that is created first receives the highest priority (number
1). Each additional label receives a lower priority (number greater than 1). To change
the order of priorities, click Priorities.
6. To assign a filter to a naming convention, beside Filter, click Browse to access Filter
Manager, and then select an existing filter or create a new one.
If you do not assign any filter, Smart Electrical can only create a new item tag using
segment definitions specified for the label that you created first.
7. Under Segment definitions, for each label that appears in the convention list, make
segment definitions. For more information, see Define Naming Conventions (see "Define a
New Naming Convention" on page 24).

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 Naming Conventions

Copy a Naming Convention for an Item Type

This procedure allows you to select target and source plant groups and copy a naming
convention from one item type to another. Your target and source plant groups must belong to
the same type. Also, you can copy a naming convention from reference data.
1. Do one of the following:
▪ Click Options > Naming Conventions > Define.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Select a plant group.
4. From the Item type list, select a target item type for copying a naming convention.
5. Beside Item type, do one of the following:
▪ Select the Copy from reference data check box if you want to copy naming
conventions from a reference plant group.
▪ Clear the Copy from reference data check if you want to copy naming conventions
from a plant available in the current plant structure.
6. Click the Copy From button.
7. On the Copy Naming Convention for Item Type dialog box, select your source plant
group.
Your source and target plant groups must belong to the same type within the same
plant. For example, if the target group is a unit, your group type can only be another unit in
the same plant.
8. From the Source item type list, select an item type as a source for copying a naming
convention.
9. From the Naming conventions list, select one of the following:
▪ All naming conventions to copy all the existing naming conventions for the item type
you specified.
▪ A specific convention name from which you want to copy a naming convention for the
item type you specified.
10. Click OK.

To save naming convention to the database, click , or click File > Save.

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 Naming Conventions

Copy Naming Conventions for Plant Group

This procedure allows you to copy naming conventions from a selected plant group hierarchy
item to another, provided that the target and source plant groups hierarchy item belong to the
same plant hierarchy level. Also, you can copy naming conventions from a reference plant
group (in the reference data).
1. In Options Manager, click Options > Naming Conventions > Copy for Plant Group.
2. Under Source, select one of the following:
▪ Plant group hierarchy item — to copy the naming conventions from the currently
logged in plant.
▪ Reference plant group — to copy the naming conventions from the reference data.
3. Beside Path, click Browse and navigate to a plant group hierarchy item which will be the
source for copying naming conventions.
4. Under Target, do one of the following:
▪ First select the Copy to single plant group hierarchy item option to copy the selected
source naming conventions to a single plant group hierarchy item which is indicated in
the box below. Then, click Browse to select a target plant group hierarchy item (which
will then appear in the box).
▪ First select the Copy to multiple plant group hierarchy items option to copy the
selected source naming conventions to multiple plant group hierarchy items which you
select in the data window below. Then, in the data window, select the check boxes next
to the plant group hierarchy items to which you want to copy the source naming
conventions. (Not available if you selected the Reference plant group option.) Note
that you can select all the target plant group hierarchy items by selecting the Select all
check box below the data window,

▪ The plant group hierarchy levels of the source pant group and the target plant group
must be the same. For example, if the selected source plant group level is unit, the
target plant group level must also be unit. This is true for both options in the Source
group box.
▪ When copying naming conventions, the software overwrites the naming conventions
that exist in the target plant group item.
▪ If the source plant group hierarchy item that you selected does not contain any naming
conventions, the naming conventions in the target will remain unchanged.
5. Click Apply.

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 Naming Conventions

Copy Naming Conventions to Reference Data

This procedure allows you to copy naming conventions defined in plant groups of your current
plant structure to reference data.
▪ Click Options > Naming Conventions > Copy to Reference Data.
The software copies to reference data all the naming conventions that exist in the plant
groups of the current plant structure. The software overwrites the naming conventions that
already exist in the reference data.

View Naming Conventions in Reference Data

You can display naming conventions defined for item types that exist in a reference plant group.
1. Click Options > Naming Conventions > View in Reference Data.
2. Beside Plant group, click Browse.
3. Select a reference plant group.
4. From the Item type list, select an item type.

▪ When you select an item type that supports multiple naming conventions, under
Naming convention properties, the software allows you to select a convention label,
displays the description, priority number, and filter definition.
▪ Apart from the options that allow you to select a plant group, item type, or convention
label, all the other options in this window are not accessible.
5. Under Segment definitions, view the settings defined for the current item type (or for a
convention label if the item type that you selected supports multiple naming conventions).

Change Priorities for Multiple Naming Conventions

This procedure allows you to change a priority for a naming convention defined for an item type
that supports multiple naming conventions.
1. Do one of the following:
▪ Click Options > Naming Conventions > Define.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Select a plant group.
4. From the Item type list, select an item type that supports multiple naming conventions.
When you select an item type that supports multiple naming conventions, the
options under Naming convention properties become accessible.
5. Click Priorities to open the Set Convention Priorities dialog box.
6. Select a convention label and do one of the following:

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 Naming Conventions

▪ Click Up to promote the convention priority.

▪ Click Down to demote the convention priority.

Delete a Convention from Multiple Naming

Conventions
Using this procedure, you can delete a specific convention defined for an item type that supports
multiple naming conventions. You delete an entire convention, including the convention
properties such as label and description, and all definitions associated with the convention
label. Also, the software dissociates the priority number.
1. Do one of the following:
▪ Click Options > Naming Conventions > Define.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Select a plant group.
4. From the Item type list, select an item type that supports multiple naming conventions.
When you select an item type that supports multiple naming conventions, the
options under Naming convention properties become accessible.
5. From the Convention list, select a label.
6. Do one of the following:
▪ Click Delete.

▪ On the toolbar, click .

Naming Convention Example

Item types can belong to only one plant group type, for example to the 'Unit' type. Therefore,
when you specify the target plant group and select to define naming conventions per item type,
the software filters the Item type list accordingly. For example, if you associated power
distribution boards with the plant group type 'Plant', the Power Distribution Board item type
only appears in the list of item types when your target plant group is a specific plant.
The following example illustrates a 16-character naming convention for cables:
▪ a prefix 'C'
▪ a separator '-'
▪ the cable specification
▪ a separator '/'
▪ a unique identifier
▪ a separator '/'
▪ a free text segment of up to 3 characters that has default value XYZ

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 Naming Conventions

For this naming convention, you should define the individual segments as shown:

▪ If you do not define a naming convention for an item type, the software assigns a default
naming convention to all the item tags belonging to this item type. The default naming
convention consists of an item type identifier and the item tag last sequence number. For
example, for a motor, the default naming convention is M-1. You define the item type
identifier and last sequence number values in the Item Types window.
▪ For reference items that appear in the Reference Data Explorer in Smart Electrical, the
software always uses the default naming conventions.

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SECTION 8

Setting Item Type Properties

You can set default properties for each item type. For example, you can specify the default
symbol for a motor that the software uses when you generate a single line diagram. Other
properties include whether items of a particular type are required to have unique tags, and if so,
in what plant group type those items must be unique.
A plant group type is a level of plant hierarchy. The available plant group types
depend on the plant hierarchy you define in Engineering Manager. A plant group type can
contain several specific plant groups. For example, a 'Unit' plant group type can contain units
U1, U2, U3, and so forth.
You set the properties in the Item Types window. It is required that you assign the item type to
a plant group type prior to defining a naming convention for this item type.

Set Item Type Properties

1. Do one of the following:
▪ Click Options > Item Types.

▪ On the toolbar, click .

2. In the Item Types window, select an item type name for which you want to modify the
properties.
3. Under Value click to select a property that you want to modify.
▪ Prior to publishing, in Options Manager General Settings window, select
whether you want to publish plant items with or without the existing spaces in their item tag
names.
When publishing documents, the plant group type and uniqueness level set for publishable
item types must be the same as the settings for those item types in the retrieving tool.
▪ When the retrieving tool is Smart Instrumentation, the plant group type and uniqueness
level must be set to Unit for the following item types: Signal Runs, PDBs, Motors,
Heaters, Other Electrical Equipment, Instruments, and Circuits. Also, the plant group
type must be set to Plant for Cabinets (the uniqueness level setting is not important in
this case).
▪ In Smart P&ID, the plant group type and uniqueness level can be set to any level except
for the highest plant group type. It is recommended that the plant group type and
uniqueness level are set to Unit in Smart Electrical and Smart P&ID for Smart Electrical
publishable item types.
The plant group type of PDB internals (buses, circuits, cells, fuses, circuit breakers,
and so forth) is set automatically according to the plant group type of the PDB. If you need
to change the plant group type of a PDB internal, you must change the plant group type of
the PDB itself.

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 Setting Item Type Properties

1. Select Apply also for existing users to apply all the defined preferences for all new and
existing users.
2. Type or select the required value for the property.

3. Click , or click File > Save to save the changes to the database.
If you open more than one instance of the window and make changes for
several window instances, the software only applies changes in the window instance for which
you last saved the data, and not in any of the other currently open window
instances. Furthermore, the software discards any changes that you saved previously in other
window instances. For example, you can open one window instance for buses and another
instance for circuits. If you change a property value and save the changes in the window
instance opened for buses, the changes do not appear in the window instance opened for
circuits. If you now make a change in the window instance opened for circuits and save the
change, the software discards all the changes you made in the window instance opened for
buses.

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SECTION 9

Defining Plant-Wide Parameters

Plant-wide parameters are parameters that you define for a specific plant group within a plant
(plant-wide, area-wide, unit-wide, and so forth). These parameters become default property
values of item types used in a specific plant group within a plant. A plant group is a specific
group available within a plant hierarchy, for example, Plant1, Area1, Unit1. Plant, area and unit
are examples of plant group types. The available plant group types depend on the plant
hierarchy you define in Smart Electrical.
You define parameters for a plant group after assigning item types to plant group types in the
Item Types window. The property values that you set become the default values that appear in
the Smart Electrical Properties window whenever users create new item types in the current
plant.
If you do not assign an item type to a plant group type, you cannot define default
values for the properties of this item type.
You can select a plant group and define its parameters in one of the following ways:
▪ You can select a specific item type and define values for the required item type properties.
▪ You can copy property values from item types of a source plant group to the specified plant
group.
When defining or copying property values, the software also dynamically updates the values of
the dependent properties. For example, if you change values of the Brake Power and Motor
Rated Power properties, the Demand Factor value is updated accordingly.

Plant-Wide Parameters Common Tasks

The following tasks are used frequently when you set parameters for a plant group.

Define Default Values for Properties

This option allows you to define default property values for item types in the required plant
group. In Smart Electrical, when users create a new item type, the item type default property
values appear automatically in the Properties window. For more information, see Define
Default Values for Properties (on page 37).

Copy Item Type Property Values

This option allows you to copy property values from one plant group to another within the same
plant. For more information, see Copy Item Type Property Values (on page 37).

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 Defining Plant-Wide Parameters

Customize Data Display in the Properties Data

Window
▪ In the Properties data window, you can display properties alphabetically or by categories by
clicking the corresponding display mode button. The following options are available:

▪ Alphabetic - Click to display properties alphabetically.

▪ Categorized - Click to display properties by categories.

You create categories and assign properties to them in the Data Dictionary Manager.

Define Default Values for Properties

1. Do one of the following:
▪ Click Options > Project-Wide Parameters.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Navigate to the required plant group.
4. Under Item type, select an item type.
To customize the data display, click the display button that appears at the top of the
Properties data window. For more information about the data display options, see
Customize Data Display in the Properties Data Window (on page 37).
5. Under Properties, define or modify the property values.
Select Display modified values only to view only those properties for which you
changed the values.
When changing a property value, the software also updates the values of the
dependent properties. For example, if you change the values of the Brake Power and Motor
Rated Power properties, the Demand Factor value is updated automatically.

Copy Item Type Property Values

1. Do one of the following:
▪ Click Options > Project-Wide Parameters.

▪ On the toolbar, click .

2. Beside Plant group, click Browse.
3. Select the required target plant group.
4. Click Copy From.
5. Navigate to a plant group to be used as a source for copying property values.

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 Defining Plant-Wide Parameters

Your source and target plant groups must belong to the same type within the same
plant. For example, if the target group is a unit, your group type can only be another unit in
the same plant.
6. Under Source item types, do one of the following:
▪ Under the Select column, beside each required item type, select the check box to use
the item type as a source for copying property values.
▪ Select the Select all check box to use all the available item types as sources for
copying property values.
7. Click Copy to copy and save the property values to the database.

Set Cable Properties for Synchronization

This feature allows you to set the cable properties that will be updated when synchronizing plant
cables with reference cables. This synchronization takes place after:
▪ comparing a plant and reference cable data for a single cable (this option becomes available
if at least one of the properties of the associated reference cable has changed)
▪ applying reference data to plant cables in batch mode
▪ changing the associated reference cable of a particular plant cable.
To set cable properties for synchronization, do the following:
1. In Options Manager, click Options > Set Cable Properties for Synchronization.
2. On the Set Cable Properties for Synchronization dialog box, select the check boxes next
to the properties that you want to set for synchronization.
3. Click Apply and then Close when done.
Note that not all cable properties are available for selection in the grid,
depending on the property type. Some properties cannot be selected and some are selected all
the time.
▪ Cable properties which are available for selection — these are shipped and user-defined
cable properties and they will be synchronized once they are selected.
▪ Hard-coded system properties which are always selected — these are shipped properties
and they are always set for synchronization. You cannot clear these selections.
▪ Cable properties which cannot be selected for synchronization — these properties are only
displayed in the grid and they appear as unavailable for selection.
▪ Some cable properties are hidden as they are not applicable for synchronization.

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SECTION 10

Setting Plant Default Preferences

In the Options Manager, you can set preferences for new users and, if needed, apply preference
settings for all new and existing users. These preferences become the default preferences in
Smart Electrical. From Smart Electrical, users can change the settings as needed.
The preference settings are grouped by category. Each category has a number of preference
options. For every option, you can set a default value and select units of measure (when
applicable).

Set General Default Preferences

This procedure allows you to set default preferences for creating and duplicating new items,
displaying PDB item tags in the Electrical Engineer, and activating log file generation.
1. Do one of the following:
▪ Click Options > Plant Default Preferences.

▪ On the toolbar, click .

2. Under Categories, select General.
3. Under Preferences, in the Value column, select Yes or No to enable or disable the required
option.
4. Select Apply also for existing users to apply all the defined preferences for all new and
existing users.

5. Click , or click File > Save to save the changes to the database.

Set Default Preferences for SLD Generation

This procedure allows you to set default preferences for the generation of single line diagrams
(SLDs) in Smart Electrical.
1. Do one of the following:
▪ Click Options > Plant Default Preferences.

▪ On the toolbar, click .

2. Under Categories, select SLD generation.
3. Under Preferences, beside a required option, type or select a value.
4. Select a unit of measure (when applicable).

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 Setting Plant Default Preferences

When changing the unit of measure for the SLD margins or for SLD internals, the
software does not convert the values that you defined. You need to update the values
manually.
5. Select the Apply also for existing users check box to apply all the defined preferences for
all new and existing users.

6. Click , or click File > Save to save the changes to the database.

Set Default Preferences for Load Summaries and

Reports
This procedure allows you to set default preferences for All Feeder/Multi-Sheet Load Summary
reports in Smart Electrical.
1. Do one of the following:
▪ Click Options > Plant Default Preferences.

▪ On the toolbar, click .

2. Under Categories, select Load summaries and reports.
3. Under Preferences, beside a required option, select an appropriate value.
4. Select the Apply also for existing users check box to apply all the defined preferences for
all new and existing users.

5. Click , or click File > Save to save the changes to the database.

Set Delete Loads Default Preferences

This procedure allows you to set default preferences for those related (sub) items you want to
delete when deleting a main item in Smart Electrical.
1. Do one of the following:
▪ Click Options > Plant Default Preferences.

▪ On the toolbar, click .

2. Under Categories, select Delete Loads.
3. Under Preferences, in the Value column, select Yes or No to enable or disable the required
option.
4. Select Apply also for existing users to apply all the defined preferences for all new and
existing users.

5. Click , or click File > Save to save the changes to the database.

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 Plant Operating Case Management

Plant Operating Case Management

Smart Electrical allows you to perform bus and PDB load summaries based on various sets of
load values. These various sets of load data (referred here to as plant operating cases)
provide the ability to analyze the total electrical load consumption of your plant based on
different load properties and values. Typically, such operating cases are called Winter,
Summer, and so on. You can create and define any number of such operating cases to cover
your plant requirements.
Plant operating case management allows you to do the following:
▪ Create and define any number of plant operating cases. (Performed in Options Manager)
▪ Set one of the existing operating cases as the active case. This is the operating case that
the plant is currently switched to. The active case can be any one of the existing operating
cases in the plant. After switching to a specific operating case, you can then calculate
various load summaries for that operating case (performed in Smart Electrical).
▪ Set one of the existing operating cases as the governing case. This is the main operating
case that the plant works at most of the time during the design and engineering stage and
later during the operational and maintenance stages of the plant.
▪ For each operating case, define and store in the database the values of the electrical
equipment and buses. in your plant (Performed in Smart Electrical)
▪ Generate various load summary reports for the active operating case (performed in Smart
Electrical).
Smart Electrical is shipped with a single (base) operating case, which you can
rename if needed. All the values and definitions are stored for this case until you switch to
another operating case that you create for your plant. Once you add another operating case and
define it as the active case, you can delete the base operating case if you no longer need it.

The following restrictions apply regarding the governing case in your plant:
▪ Publishing is possible only if the governing case is set as the active case of your plant.
▪ Retrieved data is moved to the governing case only.
▪ When populating data from the Reference Electrical Engineer using a source plant, the
software takes the governing case data of the source plant to populate the governing case
of the target plant.

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 Plant Operating Case Management

Add a Plant Operating Case

The following procedure explains how to add a new operating case for your plant.
1. In Options Manager, click Tools > Manage Plant Operating Cases.
2. On the Manage Plant Operating Cases dialog box, click Add.
3. On the Add Plant Operating Case dialog box, type a name and description for the new
operating case.
Select the Governing case check box only if you want the new operating
case to function as the governing operating case for the current plant. There can be only
one governing operating case in a plant. Therefore, if you select this check box, the
governing case function will be applied to the new operating case that you are adding. For
more information about governing cases, see Plant Operating Case Management.
4. Click OK.

Edit a Plant Operating Case

The following procedure explains how to edit an operating case in your plant.
1. In Options Manager, click Tools > Manage Plant Operating Cases.
2. On the Manage Plant Operating Cases dialog box, click Edit.
3. On the Edit Plant Operating Case dialog box, type a name and description of the new
operating case.
Select the Governing case check box only if you want the new operating
case to function as the governing operating case for the current plant. There can be only
one governing operating case in a plant. Therefore, if you select this check box, the
governing case function will be applied to the new operating case that you are adding. For
more information about governing cases, see Plant Operating Case Management.
4. Click OK.

Delete a Plant Operating Case

The following procedure explains how to delete an operational case in your plant.
1. In Options Manager, click Tools > Manage Plant Operating Cases.
2. On the Manage Plant Operating Cases dialog box, select an operating case that you want
to delete.
3. Click Delete.
The software does not allow the deletion of the governing or active cases. If you
want to delete an operating case that functions as the active case or the governing case, you
must first assign this function to a different case. Do the following to change the assignment of
the governing and active cases:

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 Plant Operating Case Management

▪ To set another operating case as the governing case, do the following:

1. On the Manage Plant Operating Cases dialog box, select the operating case that you
want to set as the governing case.
2. Click Edit.
3. On the Edit Plant Operating Case dialog box, select the Governing case check box
and click OK.

▪ To set another operating case as the active case, do the following:

1. Run Smart Electrical.
2. Click Actions > Switch Plant Operating Case > Switch Active Operating Case.

Publishing and Retrieving of Operating Case Data

When working in an integrated environment with SmartPlant Foundation, you can publish and
retrieve data for any of the existing operating cases in your plant. However, the following rules
apply:
▪ Publishing — The software allows you to publish and retrieve load data only for the
governing case. Also, the governing case must be set as the active case in your plant.
However, if you want to publish the data of another operating case, you must define it as the
governing case and set it to be the active case in your plant. Later, after publishing, you can
switch back to your previous definitions of governing and active cases.
▪ Retrieving — When retrieving data, the software always inserts the retrieved data into the
operating case defined as governing.

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SECTION 11

Defining Item Type Symbology

Symbology provides graphical clarity to a drawing by differentiating among various items by their
appearance. Symbology refers to the color, line width, shape, and style associated with items.
You can use line widths, styles, shapes, and color to differentiate among the different types of
drawing items, such as cables, power distribution boards (PDB), equipment, and so forth. For
example, you can define symbology that differentiates between associated graphical elements
and the unassociated ones (auxiliary graphics and symbols) in composite drawings and
conventional CBDs. Also, you can, for example, define a power cable that connects to a PDB as
being a black, 2-mm thick continuous line, where as a control cable could be a blue, 1-mm thick,
broken line.
Along with the default symbols supplied with the software, you can create your own symbols that
can be associated with a document and item type. You create symbols in the Catalog
Manager. For more details, see the Catalog Manager User's Guide > Working with Symbols >
Creating Symbols.

Importing and Deleting Linear Styles and Patterns

You can import new linear styles and patterns to use in various ways in symbology and delete
styles and patterns that you do not use.
Linear styles and patterns are imported from symbol files. When you import a style or pattern,
point styles referenced by that file are also imported. In order to assign a newly imported style
or pattern in the Symbology table or heat tracing style in the Tracing table, you must close
Smart Electrical Options Manager and re-open it.
You can also delete styles and patterns from the lists of available styles and patterns. However,
if a style or pattern is in use in Smart Electrical Options Manager, it cannot be deleted.
New linear styles and patterns are created using the Line Style Editor, which is an add-on to
Smart Electrical Catalog Manager. Style resource documents can be any .igr document, .spp,
or .rsc line style file that contains styles native to that document. The projectstyles.spp file
contains the default symbology. Using Catalog Manager, you can add projectstyles.spp as a
resource. When you open a new symbol file using the Line Style Editor, all styles are
listed. Styles appearing in bold are currently available to you. You can modify any symbol file
that appears (including styles that do not display in bold) and you must save the symbol
file. For more details on the Line Style Editor, see Using the Smart Line Style Editor
Using the Smart Electrical Options Manager, you can then import the symbol file.

▪ If you import a new pattern or style that has the same name as a pattern or style that is
already listed on the Linear Patterns dialog box, the new information immediately overwrites
the older pattern or style.

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 Defining Item Type Symbology

▪ As soon as you import linear patterns or styles, the new information is immediately written
into the project styles file. There is no option to save the changes later.
You can also import linear styles, which incorporate linear patterns, for heat tracing
symbology. The words heat trace must appear in the name of the style in order for Smart
Electrical Options Manager to import the style.

Define an Item Type Symbol

This procedure shows you how to define a symbol that has already been created in Catalog
Manager, with an item type and document type.
The settings that you make in this window apply to both conventional and composite
drawings.
1. Click Options > Item Type Symbology > Define to open the Define Item Type
Symbology window.
2. From the Item type list, select the item type you want to define a symbol for.
3. From the Drawing type list, select the type of drawing where the symbol will be used, for
example single line diagram, cable block diagram, wiring diagram, or PDB layout drawing.
4. To narrow down the item type to specific item type properties that the symbol will used with,
do the following:

a. Under Item Type Filter, click the ellipsis to open the Select Filter dialog box.
b. Define the filter as you require.
5. To narrow down the drawing type to specific drawing properties, do the following:

a. Under Drawing Type Filter, click the ellipsis to open the Select Filter dialog box.
b. Define the filter as you require.
6. Under Symbol File, click on the cell and choose the symbol file you want to use.
7. Under Initial Style, from the list choose a style. The Color, Width, and Pattern cells are
filled with the default settings of the selected style.
You can change the Color, Width, and Pattern, by clicking in their cells and
choosing from the list the required value. The styles default setting will not be affected by
these changes.
8. Use the Move Up and Move Down buttons to move the row higher or lower. The higher
the row is positioned, the higher the priority. The priority rules are set by the filter. The
priority determines which rule applies first when rules conflict with each other. For example,
filter A is the first row. The filter's rules state to use a red broken line to represent cables
that are between 2 to 10 cm in diameter. Filter B is below filter A in the Define Item Type
Symbology window and its rules state to use a blue continuous line when the cable is
between 8 to 20 cm in diameter. If a cable is 9 cm in diameter the software assigns to the
cable the symbol with the higher priority, in this case a red broken line.
9. Close the Define Item Type Symbology window when you have completed defining
symbols for the selected item type.

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 Defining Item Type Symbology

Remove an Item Type Symbol

This procedure shows you how to remove a symbol from an item type and document type.
1. Click Options > Item Type Symbology > Define to open the Define Item Type
Symbology window.
2. Choose the row you want to delete.
3. Click Delete.
4. Close the Define Item Type Symbology window.

Import a Linear Style

This procedure shows you how to import a linear style for use in your drawings.

▪ If you import a new pattern or style that has the same name as a pattern or style that is
already listed on the Linear Styles dialog box, the new information immediately overwrites
the older pattern or style.
▪ As soon as you import linear patterns or styles, the new information is immediately written
into the project styles file. There is no option to save the changes later.
1. Click Options > Item Type Symbology > Linear Patterns.
2. On the Linear Styles dialog box, click Import.
3. On the Import Linear Styles From dialog box, browse to the .sym file that contains your
linear style.
4. Click Open.
5. Click Close on the Linear Styles dialog box.

▪ Any supporting styles referenced by the pattern that you choose to import are also imported.
▪ When you import a linear pattern or heat tracing style, you must close the Linear Styles
dialog box and re-open it in order to see the newly imported information.
▪ You can also import linear styles, which incorporate linear patterns, for heat tracing
symbology. The words heat trace must appear in the name of the style in order for Smart
Electrical Options Manager to import the style.

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 Defining Item Type Symbology

Delete a Linear Style

This procedure shows you how to delete a linear style.
1. Click Options > Item Type Symbology > Linear Styles.
2. On the Linear Styles dialog box, select the pattern you want to delete.
If you want to delete more than one style, you must do so one at a time.
3. Click Delete. If a style is in use, it cannot be deleted.

Import a Linear Pattern

This procedure shows you how to import a linear pattern for use in your drawings.

▪ If you import a new pattern or style that has the same name as a pattern or style that is
already listed on the Linear Patterns dialog box, the new information immediately overwrites
the older pattern or style.
▪ As soon as you import linear patterns or styles, the new information is immediately written
into the project styles file. There is no option to save the changes later.
1. Click Options > Item Type Symbology > Linear Patterns.
2. On the Linear Patterns dialog box, click Import.
3. On the Import Linear Patterns From dialog box, browse to the .sym file that contains your
linear pattern.
4. Click Open.
5. Click Close on the Linear Patterns dialog box.

▪ Any supporting styles referenced by the pattern that you choose to import are also imported.
▪ When you import a linear pattern or heat tracing style, you must close the Linear Patterns
dialog box and re-open it in order to see the newly imported information.
▪ You can also import linear styles, which incorporate linear patterns, for heat tracing
symbology. The words heat trace must appear in the name of the style in order for Smart
Electrical Options Manager to import the style.

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 Defining Item Type Symbology

Delete a Linear Pattern

This procedure shows you how to delete a linear pattern.
1. Click Options > Item Type Symbology > Linear Patterns.
2. On the Linear Patterns dialog box, select the pattern you want to delete.
If you want to delete more than one pattern, you must do so one at a time.
3. Click Delete. If a style is in use, it cannot be deleted.

Define a Transformer Component Symbol

A transformer symbol is composed of two or more symbols, the transformer symbol and the
transformer component symbols. After defining a symbol and its styles for the transformer
symbol, you can define symbols and their styles for the transformer components. To do this
you use the Define an Item Type Symbol command and specific parameters.
This procedure shows you how to define transformer component symbols for a two-winding
transformer and a three-winding (left and right) transformer.
1. Click Options > Item Type Symbology > Define to open the Define Item Type
Symbology window.
2. From the Item type list, select the item type Transformer Component.
3. From the Document type list, choose the document type.

4. Under Filter Name, click on an empty cell, and then on the ellipsis to open the Select
Filter dialog box.
5. On the Filter dialog box, create a new simple filter with the following properties:
▪ Definition equals Match any
▪ Property equals Secondary Element
▪ Operator equals =
▪ Value equals 0 (two-winding), 1 (left three-winding), 2 (right three-winding)
6. Click OK to close the Filter dialog box.
7. Under Symbol File, click on the cell and choose the required Transformer Component
symbol file.
8. Under Initial Style, from the list choose a style. The Color, Width, and Pattern cells are
filled with the default settings of the selected style.
You can change the Color, Width, and Pattern, by clicking in their cells and
choosing from the list the required value. The styles default setting will not be affected by
these changes.
9. Use the Move Up and Move Down buttons to move the row higher or lower. The higher
the row is positioned, the higher the priority. The priority rules are set by the filter. The
priority determines which rule applies first when rules conflict with each other. For example,
filter A is the first row. The filter's rules state to use a red broken line to represent cables
that are between 2 to 10 cm in diameter. Filter B is below filter A in the Define Item Type

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 Defining Item Type Symbology

Symbology window and its rules state to use a blue continuous line when the cable is
between 8 to 20 cm in diameter. If a cable is 9 cm in diameter the software assigns to the
cable the symbol with the higher priority, in this case a red broken line.
10. Close the Define Item Type Symbology window when you have completed defining
symbols for the selected item type.

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SECTION 12

Windows and Dialog Boxes

Add Filter Dialog Box

Allows you to specify compound or simple filter when you create a new filter. You can activate
this dialog box by clicking New on the Select Filter dialog box (on page 94).
Compound filter — Combines two or more simple filters to return a collection of items based on
the criteria of the combination of simple filters.
Simple filter — Returns a collection of items based on the filter definition and criteria of a single
filter.

Clear Document Locking Dialog Box

You use this dialog box to manually clear the locking of one or more documents. Locking can
occur when a document that you are trying to open is in use by another user. In this case, the
software opens the document in Read-Only mode. Also, locking can occur due to a power
outage or if the software stopped responding due to some unpredictable problem.
To access this dialog box, on the Options Manager menu bar, click Tools > Clear Document
Locking.
Check Box (in the header row) — Allows you to select all the documents displayed in the grid
below.
Check Box — Allows you to select a document to clear the locking.
Document Name — Displays the name of the locked document.
Document Description — Displays the description of the locked document.
Locked By — Displays the name of the user who locked the document.
Machine Name — Displays the name of the computer that holds the locked document.
Apply — Clears the locking of all the selected drawings.

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 Windows and Dialog Boxes

Compound Filter Properties Dialog Box

A compound filter consists of more than one simple filter. Simple filters are added to the
compound filter either by dragging the simple filter to the compound filter folder or by creating
new simple filters under the compound filter in the filter hierarchy. Compound filters apply only to
homogeneous item types. This dialog box specifies the properties of a compound filter,
including the name, description, and whether to match all or any of the simple filter criteria.

Name — Specifies the filter name. The name can be any combination of characters and has no
length limit. Filter names within a plant must be unique. This name appears as the filter name in
the Filter Manager interface.
Description — Specifies a phrase or sentence about the filter. The description can be any
combination of characters and has no length limit. The description appears as a ToolTip when
you point to the filter name in the Filter Manager interface.

Filter method
Allows you to decide whether items must meet all or only one criterion to pass through the filter.
Match all — Specifies that items matching ALL of the filtering criteria pass through the filter.
Match any — Specifies that items matching any one or more of the filtering criteria pass through
the filter. Match any is the default matching method.

Copy Item Type Property Values Dialog Box

Enables you to select item types and copy their property values to the plant group selected in
the Project-Wide Parameters window. After copying the values, they become property
defaults of the corresponding item types in the target plant group.
Source plant group — Displays the plant group from which you want to select source item
types. Clicking Browse beside Source plant group opens the Select Plant Group dialog box,
where you can select the source group for copying property values.
Source item types — Allows you to select the source item types from which you can copy
property values.
Item Type — Lists item types available for selection from the source plant group.
Select — Marks the corresponding item type as a source for copying property values.
Select all — Marks all item types as item types source for copying property values.
Copy — Copies the property values from the selected item types to the target plant group.

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 Windows and Dialog Boxes

Copy Naming Convention for Item Type Dialog Box

Enables you to select an item type from a source plant group for copying a naming convention
to the item type that you selected in the Define Naming Conventions window.
Source plant group — Displays the plant group from which you want to select a source item
type.
Browse — Opens the Select Plant Group dialog box to select the source group for copying
naming convention. In this dialog box, the software displays plant groups according to the
setting of the check box Copy from reference data in the Define Naming Conventions
window. If the check box is selected, the software only displays reference plant groups. If the
check box is cleared, software displays plant groups available in the current plant structure.
Source item types — Allows you to select a source item type from which you can copy naming
conventions, for example, motor, starter, cable, and so forth.
Naming convention — Allows you to select all the existing naming conventions or a specific
naming convention that you want to copy.
Naming convention properties — Displays the description, filter, and convention segment
definitions of the source naming convention. Note that if you selected the All naming
conventions option, these fields are blank.

Copy Naming Conventions for Plant Group Dialog

Box
This dialog box enables you to copy naming conventions from a selected plant group hierarchy
item to another, provided that the target and source plant groups hierarchy item belong to the
same plant hierarchy levels. Also, you can copy naming conventions from a reference plant
group (in the reference data).
Source — Allows you to select a plant group hierarchy item or a reference plant group from
which you want to copy naming conventions.
Plant group hierarchy item — Select to copy the naming conventions from a plant group
hierarchy item in the currently logged in plant.
Reference plant group — Select to copy the naming conventions from a plant in the
reference data.
Path — Displays the plant group hierarchy path of the selected source from which you want
to copy naming conventions.
Browse — Opens the Select Plant Group dialog box where you can select the source
plant group hierarchy item for copying naming conventions. The software allows you to
make your selection based on the source option you made above:
▪ If you selected the Plant group hierarchy item option, the software allows you to
select from the current plant group structure only.
▪ If you selected the Reference plant group option, the software allows you to select
from the reference data.
Target — Allows you to select a target plant group and set a copying option, a single plant
group item or multiple plant group items.

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Copy to single plant group hierarchy item — Allows you to copy the selected source
naming conventions to a single plant group hierarchy item which is indicated in the box
below. Click Browse to select a target plant group hierarchy item (which will then appear in
the box).
Copy to multiple plant group hierarchy items — Allows you to copy the selected source
naming conventions to multiple plant group hierarchy items which you select in the data
window below. In the data window, select the check boxes next to the plant group hierarchy
items to which you want to copy the source naming conventions.
Select all — Allows you to copy the selected source naming conventions to all the target
plant group hierarchy items that appear in the data window above.

▪ The plant group hierarchy levels of the source pant group and the target plant group must
be the same. For example, if the selected source plant group level is unit, the target plant
group level must also be unit. This is true for both options in the Source group box.
▪ When copying naming conventions, the software overwrites naming conventions that exist
in the target plant group item.
▪ If the source plant group hierarchy item that you selected does not contain any naming
conventions, the naming conventions in the target will remain unchanged.

Define Naming Conventions Window

In this window, you can define a naming convention for each item type that is in use in Smart
Electrical. Also, for item types that support multiple naming conventions, you can define several
naming conventions.
Plant group — Displays the target plant group for which the naming convention applies. A
plant group is a specific group available within a plant hierarchy, for example, Plant1, Area1,
Unit1. Plant, area and unit are examples of plant group types. The available plant group types
depend on the plant hierarchy you define in Engineering Manager. Clicking Browse beside the
Plant group box opens the Select Plant Group dialog box, where you can select the target
group for defining naming convention.
Item type — Allows you to select the item type for which you define a naming convention, for
example, motor, starter, cable, and so forth. The availability of item types in the list depends on
the plant group type to which you assigned the item types in the Item Types window.
Copy From — Opens the Copy Naming Conventions for Item Type dialog box to select the
required plant group and item type as a source for copying a naming convention.
Copy from reference data — Allows you to copy a naming convention to the current item type
using the naming convention defined for this item type in a reference plant group. After you
select this check box and click Copy From, you can select as a source a reference plant group
only.

Naming convention properties

Allows you to define multiple naming convention properties that you want to assign to the item
type displayed in the Item type box. Multiple naming convention properties consist of a
convention label, convention description, and priority number. For each convention label
assigned to the item type, you can assign a filter and set segment definitions.

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The options under Naming convention properties are only available for item
types that support multiple naming conventions, for example, the Cable item type.
Convention — Allows you to do the following:
▪ For a new naming convention, type an appropriate naming convention label.
▪ For an existing naming convention, type or select a naming convention label which you
assigned to the item type selected from the Item type list.
A label can be any name that can designate an actual item type category. For
example, for the Cable item type, you can specify labels that designate cables with different
functions: Power Cables, Control Cables, Grounding Cables, and so forth.
Priority number — For a new naming convention, allows you to type a priority value that will
prioritize the naming conventions if multiple naming conventions exist for the same item type.
For existing naming conventions, displays the priority number of the current convention. The
software associates a priority number automatically with the label displayed under Convention.
You can change the convention priority in the Set Convention Priorities dialog box.
Convention description — Allows you to type a description for the label displayed under
Convention.
New — Adds an empty row in the Convention list, where you can type a new naming
convention label.
Delete — Deletes the entire naming convention: the currently displayed label and description,
and the corresponding segment definitions. Also, the software dissociates the convention from
the priority number and automatically promotes the priority numbers assigned to the conventions
with lower priorities.
Priorities — Enables you to change the order of priority numbers assigned to the labels
available in the Convention list.
Filter — Displays a filter that you want to assign to the naming convention label displayed under
Convention. Clicking Browse beside the Filter box opens the Select Filter dialog box, where
you can select an existing filter or create a new filter.
Browse — Opens the Select Filter dialog box, where you can select an existing filter or create
a new filter.
Clear Filter — Clears the filter assigned to the naming convention label displayed under
Convention.
Apply current naming convention only to parallel cables — Instructs the software to create
a naming convention for parallel cables by applying the current settings only to parallel cables. If
you do not select this check box, parallel cables will not have a naming convention. For details,
see Define a Naming Convention for Parallel Cables (on page 26).

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Apply current naming convention only to cables belonging to single-core cable

assemblies — Instructs the software to create a naming convention for cables in single-core
cable assemblies by applying the current settings only to cables belonging to single-core cable
assemblies. If you do not select this check box, cables in single-core cable assemblies will not
have a naming convention. Note that you can also select the Apply current naming
convention only to parallel cables check in addition to the Apply current naming
convention only to cables belonging to single-core cable assemblies check box if you need
a naming convention for parallel cables within single-core cable assemblies. For details, see
Define a Naming Convention for Cables in Single-Core Cable Assemblies (on page 27).

▪ For an item type with multiple naming conventions, Smart Electrical filters the naming
conventions automatically, depending on your filter settings, and creates an item tag
according to the naming convention to which the filter is assigned.
▪ If you do not assign any filter, Smart Electrical can only create a new item tag using
segment definitions specified for the label that you created first.
Sample of item tag naming convention — Displays a dynamic preview of the naming
convention using your definitions for each segment.

Segment definitions
Displays the characteristics and definitions of each segment in the naming convention. Each
row of the table represents the definition of a single segment. The options under Segment
definitions are available after clicking Define naming conventions per item type.
In Smart Electrical, each item type has a tag property Comply with Naming
Convention, which determines the behavior of an item tag name. When the property is set to
True, the protection masks and segment properties behave according to the item naming
convention settings. When the property is set to False, you can edit the tag name value for the
item freely. Whether you set this property to True or False, the software ensures compliance
with uniqueness if you select the Is unique property in the Item Types window.
Segment Type — Indicates whether the segment is text, a property, or a hierarchy type. The
selection you make affects what you can do in the Property/Text column.
Property/Text — Allows you to type default text if the segment type is Text, to select a property
appropriate to the item type if the segment type is Property, or to select the section of the
hierarchy to be used in the naming convention. When you use a property as the segment type,
the software updates the segment data dynamically if you change the value of the property.
Apart from the properties that also appear in the Properties window for item tags in Smart
Electrical, there are properties that only appear in the Naming Conventions window. The
following table lists and describes these properties.

Property Description

Designates the name of the cableway which the cableway

segment is associated with. For example, if the name of
Cableway.Item Tag
the cableway is EW-1, the cableway segment name can
be EW-1-100.

Electrical Equipment.Item Designates the name of the electrical equipment item tag
Type which the control station is associated with. This property
is only available for control stations. You can include as a

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Property Description
naming convention segment the name of the motor which
the control station is associated with. If the name of the
associated motor is U1-M-2, the control station's name
can be CS of U1- M-2.

Designates the name of the associated equipment item

tag. For example, when creating a naming convention for
cells, you can include as a naming convention segment
Equipment.Item Tag the name of the motor that the cell feeds. If the name of
the associated motor is M-2, the cell name can be Cell of -
M-2. This property is available for the following item
types: Cell, Circuit, Instrument, and Signal Run.

Designates the plant group of item tags belonging to the

selected item type. For example, if your unit name is U1,
Plant Group Name you can use U1 as a naming convention segment. In
Smart Electrical, you can then filter item tags by plant or
by unit in the EDE and for report generation.

Designates the sequence number of items tags belonging

Tag Sequence Number
to the selected item type.

For conductor naming conventions, designates the cable

Cable.Item Tag
that the conductor belongs to.

For conductor naming conventions, designates the

Side 1.Terminal
electrical equipment that is connected on Side 1 of the
Strip.Equipment.Item Tag
conductor (for example, motor).

Side 1.Terminal Strip.Item For conductor naming conventions, designates the

Tag terminal strip that is connected on Side 1 of the conductor.

For conductor naming conventions, designates the name

Side 1.Terminal.Item Tag of the terminal strip that is connected on Side 1 of the
conductor.

For conductor naming conventions, designates the

Side 2.Terminal
electrical equipment that is connected on Side 2 of the
Strip.Equipment.Item Tag
conductor (for example, motor).

Side 2.Terminal Strip.Item For conductor naming conventions, designates the

Tag terminal strip that is connected on Side 2 of the conductor.

For conductor naming conventions, designates the name

Side 2.Terminal.Item Tag of the terminal strip that is connected on Side 2 of the
conductor.

For parallel cables, designates the name of the parallel

Parallel Cable Suffix
cables.

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When the selected Segment Type is Hierarchy Type, in the Property/Text column, the
software displays a list of possible selections that you can choose for use in the naming
convention. These selections are based on the hierarchy template which is defined for the
current plant. You can select any plant group level name to be part of the naming convention.
You make your selection starting with the plant group level name of the selected item type and
up to the highest plant group level. For example, defining a naming convention for a motor which
is defined on a Unit plant group type level in a Plant-Area-Unit structure, allows you to select any
name of the plant groups starting with Unit and up to the highest level. Furthermore, you can
select Unit code if the selected item type is defined as the Unit plant group type.
The property name is taken from the Display Name field in Data Dictionary. This name
is not unique but is associated with its own unique Data Dictionary name. If two property
display names are identical in the Property/Text field, the software displays the unique Data
Dictionary name in parenthesis after the display name, to differentiate between the two names.
Protect — Determines whether a text segment is protected, in which case the user cannot
change the values in the segment. All segments are protected by default.
Protection is useful to prevent the user from overwriting the segments. Protect the
segments that contain fixed text or text that you want to use as separators. All property
segments are protected by default.
Start — Specifies the position of the character in the property name that appears at the start of
the segment.
Length — Specifies the length of the string starting from the value you specify in the Start
column. For the Text segment type, the maximum length is 99 characters. For the Property
segment type, the maximum length depends on the property definition in the Data Dictionary.
Autofit — Select Yes to trim the empty spaces before and after the current segment. Select No
to keep existing empty spaces before and after the current segment. You can use this feature to
accommodate varying segment lengths of dynamic segments so that only the actual name
values are shown without any spaces. Note that this feature does not affect any text within a
segment that contains spaces. It only trims the spaces before and after segments.
Autofit All Segments — Sets the Autofit option to Yes for all the segments in the current
naming convention.
Delete — Deletes the selected segment from the naming convention.
Up — Moves the selected segment one position up relative to the previous segment.
Down — Moves the selected segment one position down relative to the following segment.

Manage Plant Operating Cases Dialog Box

This dialog box allows you to define and manage the operating cases in your plant.
Operating Case — Displays the name of the plant operating case. Also displays a notification if
the selected operating case is active.
There can be only one active operating case in your plant.
Governing Case — Specifies whether the plant operating case is the governing case set for
your plant. For details, see Edit Plant Operating Case Dialog Box (on page 58).
Description — Displays the description of the plant operating case.

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Add — Opens the Add Plant Operating Case dialog box that allows you to add another plant
operating case, which will then make it possible to add load data specific to that case.
Edit — Opens the Edit Plant Operating Case dialog box that allows you to edit the name and
description of the selected plant operating case. Also, allows you to set the selected operating
case as the governing case in your plant.
There can be only one governing operating case in your plant.
Delete — Deletes the selected plant operating case.
You cannot delete the active or governing operating cases.
If you delete a plant operating case, all the data entered for that case for all
the loads will also be deleted.

Add Plant Operating Case Dialog Box

This dialog box allows you to add a new plant operating case.
Name — Allows you to type a name of the new operating case
Description — Allows you to type a brief description of the new operating case.
Governing case — Allows you to set the new operating case as the governing case for your
plant.
If you select this check box, the governing case function will be applied to
the new operating case. The software will automatically remove this function from the
operating case that was previously set as the governing case of the plant. This is so
because there can be only one governing operating case at all times. For more
information, see Plant Operating Case Management.

Edit Plant Operating Case Dialog Box

This dialog box allows you to edit the name and description of an existing plant operating case.
Also, it allows you to set the current operating case as the governing case for your plant.
Name — Allows you to type a name of the operating case
Description — Allows you to type a brief description of the operating case.
Governing case — Allows you to set current operating case as the governing case set for your
plant.
When editing a governing case, you cannot clear this check box. This is
so because there must be a governing operating case at all times. Therefore, to apply the
governing case function to another operating case, edit the properties of the required case
and select the Governing case check box. The software will remove the governing case
function from that operating case and clear its Governing case check box automatically.
For more information, see Plant Operating Case Management.

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Create Reference Data Package Dialog Box

You use this dialog box to create a package file that will contain the reference data that you
want to send to an off-site plant. The content of the package file depends on the selections that
you make on this dialog box.
The dialog options are as follows:

Reference Data
This section contains all item type folders that are available in the Reference Data Explorer.
You use these folders to display the existing reference items that you can select to be included
in the package. Expand or collapse the tree view and then click a folder to display its reference
items in the grid on the right.

Items
Allows you to specify the reference items that you want to include in the package. The grid
contains all the reference items that exist in the folder that you selected in the Reference Data
tree view. The view of the reference items in the grid depends on the layout and filter that you
select in the Folder view group box. If you do not select any layout or filter, the grid displays the
item tag names and item tag descriptions.
Select — Allows you to select a reference item to be included in the package file. When cleared,
the software excludes the reference item from the package.
If you select an item that has child items (for example a motor with a
space heater), the software selects the child items automatically without displaying them in
the Items grid.
Mandatory — Indicates whether a reference item is in use in the current plant or project and, in
which case it is recommended that you include this item in the package.
If a reference item has been used in the current plant, the software marks this
reference item as mandatory and it is recommended that you include it in the package.
▪ All types of cables
▪ Glands
▪ Cableway components
▪ Profiles
▪ Typical circuits
▪ Typical schematics
▪ I/O sets
▪ Lookup tables
Item Tag — Displays the name of the reference item.
Description — Displays the description of the reference item.

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Project/Session information
Plant/Project — Displays the name of the plant or project that you are currently connected to.
This is the host plant or project whose reference data you are going to include in the package.
Session — Displays the path and file name of the open session.
Layout — Allows you to select an appropriate layout that has been created in the EDE of the
current plant or project.
You set the view for each folder that you select in the Reference Data tree view.
If you do not select any layout, the grid displays the basic view that includes the item tag
names and their descriptions.

Current view
Allows you to determine the view of the Items grid and select the required reference items that
belong to the current folder.
Layout — Allows you to select an appropriate layout that has been created in the EDE of the
current plant or project.
You set the view for each folder that you select in the Reference Data tree view.
If you do not select any layout, the grid displays the basic view that includes the item tag
names and their descriptions.
Select all shown items — Allows you to select all the reference items that exist in the current
Reference Data folder. When cleared, the software cancels the selection of the reference items
belonging to the current folder.

Check Boxes
Select all reference items — Allows you to select all the reference items that exist in the
current plant or project. When cleared, the software cancels the selection of all reference items.
Select all mandatory items — Allows you to select all the reference items that have been used
to create plant items in the current plant or project. When cleared, the software cancels the
selection of all mandatory items. We recommend that you keep this check box selected. Items
belonging to the following item types can be mandatory:
▪ All types of cables
▪ Glands
▪ Cableway components
▪ Profiles
▪ Typical circuits
▪ Typical schematics
▪ I/O sets
▪ Lookup tables

Command Buttons
Open Session — Opens an existing session that you have saved previously. You can open a
session from a saved session file or a package. On the Open dialog box, from the Files of type
list, select one of the following:

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▪ Reference Data Selection Session (xml) — to open a saved selections session.

▪ Reference Data Package (zip) — to open a session from an existing package.
Save Session — Saves the current session. It is possible to save the session as a session file
or in an existing package.
Create Package — Starts the package creation process.
At the end of the process the software informs you whether the package has been
created successfully. You can click the Log button to open the package creation log file.
Report — Generates an Excel report that shows all the reference items that you have selected
to be included in the package.
Log — Opens the package creation log file that lists the reference items that failed to be
included in the package. You can try to correct the problems indicated in the log file and then
open a new session from this package and select only those reference items that failed to be
included in the package. The software retains the information in the log file for each package
that you create. You can delete the old information as you see fit.

Update Reference Data from Package Dialog Box

You use this dialog box to import reference data so that the host and off-site projects can
synchronize their reference data. You perform the import by opening a package that was
created in another plant and then specifying which reference items you want to import from the
package.
The dialog options are as follows:

Package Reference Data

This section contains all item type folders that are available in the Reference Data Explorer
(except for custom folders). You use these folders to display the reference items that are
included in the current package. Expanding the Reference Data tree view and clicking a specific
folder displays the reference items that belong to the folder that you clicked.
You can view and specify the items that you want to import. Expand or collapse the tree view
and then click a folder to display its reference items in the grid on the right.

Items
Allows you to specify the reference items that you want to include in the import. The grid
contains all the reference items that exist in the folder that you selected in the Package
Reference Data tree view of the current package. The view of the reference items in the grid
depends on the layout and filter that you select in the Folder view group box. If you do not
select any layout or filter, the grid displays the item tag names and item tag descriptions.
Select — When cleared, the software excludes the reference item from the import. By default,
all the new package items are selected to be included in the update process. Keep this check
box selected if you want to include the package item in the update process. Note that in this
version of the software existing items cannot be included in the update.
If you select an item that has child items (for example a motor with a
space heater), the software selects these child items automatically without displaying them
in the grid.

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Mandatory Package Item — Indicates whether the package item is a mandatory item in the
current package. A reference item is mandatory if it is in use in the plant or project where the
package was created. We recommend that you select all the mandatory items. An item is
considered in use if it is referenced in a plant item. For example, reference cables, loads used in
a profile, and so on. Items belonging to the following item types can be mandatory:
▪ All types of cables
▪ Glands
▪ Cableway components
▪ Profiles
▪ Typical circuits
▪ Typical schematics
▪ I/O sets
▪ Lookup tables
Package Item Status — Indicates whether the package item exists in the current project. If a
package item has the same item tag as a reference item in your plant, the software checks if the
SP_ID property of these two items is the same. If the SP_ID property is the same, the package
item is marked as Existing, in which case the item is not imported.
There may be a situation where there will be items with duplicate names.
This can happen if package item and a plant reference item have the same item tag but
different SP_ID properties.
Item Tag — Displays the name of the reference item.
Description — Displays the description of the reference item.

Project/Package Information
Target Plant/Project — Displays the name of the target plant or project that you are currently
connected to. This is the plant or project into which you are going to import the package
reference data.
Package — Displays the path and file name of the open package.
Source plant/project — Displays the name of the source plant or project in which the current
package was created.

Current view
Allows you to determine the view of the Items grid and select the required package items that
belong to the current folder.
Layout — Allows you to select an appropriate layout that has been created in the EDE of the
current plant or project.
You set the view for each folder that you select in the Package Reference Data
tree view. If you do not select any layout, the grid displays the basic view that includes the
item tag names and their descriptions.
Select all shown items — Allows you to select all the reference items that exist in the current
Reference Data folder. When cleared, the software cancels the selection of the reference items
belonging to the current folder.

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Check Boxes
Select all package items — When selected, the software selects all the items that exist in the
current package. When cleared, the software, clears all the selections of the package items.
Select all mandatory package items — Allows you to select all the reference items that have
been used to create plant items in the current plant or project. When cleared, the software
cancels the selection of all mandatory items. We recommend that you keep this check box
selected. Items belonging to the following item types can be mandatory:
▪ All types of cables
▪ Glands
▪ Cableway components
▪ Profiles
▪ Typical circuits
▪ Typical schematics
▪ I/O sets
▪ Lookup tables

Command Buttons
Open Package — Opens an existing package so that you can start selecting the reference
items that you want to import.
Save Selections — Saves the selections that you have made. The software saves your
selections in the current package file which you can open later and continue the current session.
When saving your selections, the software prompts you to save the current
package. We recommend that you save it under a different name so that you can preserve
the contents of the original package.
Report — Generates an Excel report that shows all the package items that you have selected.
Update Data — Starts the import process of all the reference items that you have selected from
the current package.
Log — Opens the log file created by the software. The log lists the package items that failed to
be imported. You can try to correct the problems indicated in the log file. Then, open the
package and import these items again.

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Formats Window
Enables you to define or modify the default formats associated with various data types in the
application database.

Data Type
Displays all the available data types for which you can specify a format. You cannot modify the
data types. The formats appear in the Smart Electrical data model, as defined in the Data
Dictionary.

Format
Contains lists of format values you can associate with data types.

▪ The software uses a format defined in Options Manager only if the format for a specific
property belonging to the same data type is not defined in the Data Dictionary.
▪ The formats associated with the data types can change for different plants. You can use
the default data type formats, or you can create new formats in the Format Manager, which
is available with the Smart Engineering Manager installation.

Filter Properties Dialog Box

Specifies properties of a filter, including the name, description, and the other properties that you
want to filter for. Each item type owns a set of properties. Examples of item types are Battery
Bank, Cable, and Motor, and examples of properties for these item types are Float Voltage,
Resistivity, and Motor Rated Power, respectively.
Name — Specifies the filter name. The name can be any combination of characters and has no
length limit. Filter names within a plant must be unique. This name appears as the filter name on
the Filter Manager interface.
Description — A phrase or sentence about the filter. The description can be any combination of
characters and has no length limit. The description appears as a ToolTip when you point to the
filter name on the Filter Manager interface.
Filter for — Contains the top-level items from the Data Dictionary. Specifies available properties
in the Definition grid.

Definition
Displays all defined criteria associated with a filter. To add to or modify the definition list, you
must select a line in the list and then define or edit the property in the Edit group. If you are
defining the EDE, the criteria that you enter on the Filter tab on the Advanced Table
Properties dialog box are combined with the base filter that you select.
Match all — Items matching ALL of the filtering criteria pass through the filter.
Match any — Items matching any one or more of the filtering criteria pass through the filter.
Match any is the default matching method.

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Add — Places a new entry at the end of the existing definition list. Enables the fields in the Edit
group so that you can edit the new entry.
Delete — Removes the selected criterion from the definition list. This button is active only when
you select a criterion in the definition list.

Edit
Allows you to define or edit a single line of filter definition criteria.
Property — Displays a list of all properties for a certain item type. Examples of properties
include Rated Power, Rated Voltage, and Frequency. You define or modify filtering criteria by
selecting a property, an operator, and a value.
Operator — Specifies the relationship between the property and its value. Relationships
include, for example, greater than, >, equal to, =; not equal to, <>, and so forth.
Value — Lists appropriate values for the property specified in the Property column. If a list of
properties is not already associated with the Value box, you must type a value, which can be
free text, or specify null. You can type a percent sign (%) as a wildcard character to find multiple
characters or an underscore (_) as a wildcard character for a single character. Do not use an
asterisk (*) in the Value box.

General Settings Window

In the General Settings window, you define various default settings that become general
default settings for all Smart Electrical users in the current plant. Smart Electrical users cannot
change these settings.

Maximum number of parallel cables

Determines the maximum number of parallel cables that the software allows when performing
sizing. If parallel cables are required for cable sizing and the calculated number of parallel
cables exceeds the maximum, the software displays an appropriate message, and the sizing
does not continue.

Setting Description

Allows you to enter a value for the maximum number of parallel cables in
Numeric value
the range of 1 to 99.

Minimum cross-section of parallel cables

Determines the minimum conductor cross-section of parallel cables, with appropriate units, that
the software looks for when performing sizing. If parallel cables are required for cable sizing,
the software performs the search for appropriate cables among reference cables with a
cross-section of at least the value specified, even if cables of smaller cross-section also meet
the requirement.

Setting Description

Numeric value with Allows you to select a different value for the minimum cross-section
unit of measure of parallel cables.

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When you select a setting for the minimum conductor cross-section of parallel cables,
a reference cable with that exact conductor cross-section must exist in Smart Electrical for the
software to be able to use parallel cables when sizing. If no such cable can be found, the
software uses a reference cable that has at least the indicated cross-section size.

Naming method for parallel cable suffix

Determines whether the software adds a numeric or an alphabetical suffix to parallel cable
names.

Setting Description

Allows you to apply a numeric method when creating or duplicating parallel

cables. For example, if you mark the cable C-U1-1-21 as a parallel cable, the
software adds a back slash and the suffix 1, so that the cable name is as follows:
1,2,3...
C-U1-1-21/1. If you create another parallel cable with the same connection points,
the software increments the suffix by one digit, so that the new cable name is as
follows: C-U1-1-21/2.

Allows you to apply an alphabetical method when creating or duplicating parallel

cables. For example, if you mark the cable C-U1-1-21 as a parallel cable, the
software adds a back slash and the suffix A, so that the cable name is as follows:
A,B,C...
C-U1-1-21/A. If you create another parallel cable with the same connection
points, the software increments the suffix by one letter of the English alphabet, so
that the new cable name is as follows: C-U1-1-21/B.

▪ When defining naming conventions for parallel cables, you can determine where in the cable
tag name you want to include the parallel cable suffix. In Options Manager, on the Define
Naming Conventions dialog box (Options > Naming Conventions > Define), define the
parallel cable suffix in the Segment definitions section. You can move the parallel cable
suffix property up or down the list to set the position of this property in the segment
definition. If you do not select this check box, the suffix for the parallel cables will appear at
the end of the cable tag name.
▪ Changing the suffix method for existing parallel cables does not replace the existing suffix
but rather concatenates the old and new suffixes when resizing the cables.

Parallel cable suffix input mask

Sets the length of the suffix in the parallel cable naming convention.

Setting Description

0 Denotes a character position in the parallel cable name suffix mask. For example if
000 is entered in the Parallel Cable Input Suffix field and 1,2,3 is selected in the
naming method, then the suffix for the first cable appears as 001, the second 002
and so forth. You can have up to 10 characters in the suffix.

# Denotes a space is to be used instead of a character in that position. For example,

using our example above and using the string 0#0, the first cable appears as 0 1,
the second as 0 2 and so forth.

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Changing the suffix input mask for existing parallel cables does not replace
the existing mask but rather concatenates the old and new suffix masks when resizing the
cables.

Parallel cable separator

Sets the character for the separator used between the parallel cable name and the parallel cable
suffix.

Setting Description

Text Denotes the default separator between the parallel cable name and its suffix.
(one character) You can type in a single character or insert an empty space (by pressing the
space bar on your keyboard). If you do not want any separator, leave this
setting undefined.

Changing the parallel cable separator for existing parallel cables does not
replace the existing separator but rather concatenates the old and new separators when resizing
the cables.

Allow the routing of parallel cables via different routes

When designing cable routing, determines whether it is possible to use different routes for
parallel cables.

Setting Description

Yes Allows the cable routing of parallel cables via different routes.

No Does not allow the cable routing of parallel cables via different routes. Parallel
cables must be routed via the same route.

Single-Core Cable Assembly phase separator

Sets the character for the separator used between the single core cable name and the phase
suffix.

Setting Description

Text Denotes the default separator between the single core cable name and the
(one character) phase suffix. You can type in a single character or insert an empty space (by
pressing the space bar on your keyboard). If you do not want any separator,
leave this setting undefined.

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Use phase labels for cables in single-core cable assemblies

Determines whether the names of cables in single-core cable assemblies will include phase
labels.

Setting Description

Yes Includes phase labels in the names of cables in single-core cable assemblies

Does not include phase labels in the names of cables in single-core cable
No
assemblies

Tag sequence method for cables in single-core cable assemblies

Sets the method of tag sequencing of cables in single-core cable assemblies

Setting Description

Identical Sets the tag sequencing of the cables in a single-core cable assembly to be
identical in the group and the cable uniqueness identifier is a number.
Examples:
Cable - 174-1; Cable - 174-2; Cable - 174-3

Consecutive Sets the tag sequencing of the cables in a single-core cable assembly to be
consecutive. This setting makes the names of the cables in the assembly
unique without the need of a uniqueness identifier. Examples:
Cable - 181; Cable - 182; Cable - 183

Parallel cable tag sequencing method

Sets the method of tag sequencing of parallel cables.

Setting Description

Identical Sets the tag sequencing of the parallel cables to be identical in the group and
the cable uniqueness identifier is the parallel suffix. Examples:
Cable - 174/0A; Cable - 174/0B; Cable - 174/0C

Consecutive Sets the tag sequencing of the parallel cables to be consecutive and the
cable uniqueness identifier is the cable tag number. Examples:
Cable - 181/0A; Cable - 182/0B; Cable - 183/0C

Changing the parallel cable tag sequencing method does not affect the tag
sequencing of existing parallel cables.

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Cable routing path separator between a cableway and its segment

Sets the character for the separator used between cableways and their segments.

Setting Description

Text Denotes the default separator between cableways and their segments. You
(up to two can type in a single character or insert an empty space (by pressing the
characters) space bar on your keyboard). If you do not want any separator, leave this
setting undefined.

Cable routing path separator between cableway segments

Sets the character for the separator used between cableway segments.

Setting Description

Text Denotes the default separator between cableway segments. You can type in
(up to two a single character or insert an empty space (by pressing the space bar on
character) your keyboard). If you do not want any separator, leave this setting undefined.

Apply temperature derating factor to cable sizing

Determines whether the software uses a temperature correction factor as a parameter for
calculating the overall cable de-rating factor.

Setting Description

Yes Includes a temperature correction factor.

Allows you to calculate the overall cable de-rating factor without taking a
No
temperature correction factor into account.

Duplication of PDB internals

Determines how the software duplicates names of PDB internals (buses, circuits and so
forth). The setting that you select for this option takes effect when duplicating any item within a
PDB and only applies at the level of item internal components (sub-items). For example, if you
duplicate a bus, the options only apply to bus lower level items, such as cells, circuits and so
forth. Smart Electrical users can duplicate a PDB or any PDB internal component either in the
Electrical Index or using the Reference Data Explorer.

Setting Description

Apply naming Applies the appropriate naming conventions when users of Smart
conventions Electrical duplicate PDB internals.

Keep source names Enables users of Smart Electrical to change the name of the item used
as a source for duplication and keep the original names of PDB

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Setting Description
internals that are sub-items of the source item.

This setting does not affect circuit internals. Names of duplicated circuit internals
always remain the same as in the source PDB.

SAP interface
Allows you to enable or disable the export of data to SAP.

Setting Description

Activates data export from Smart Electrical to SAP. From the moment that you select
this setting, when you run the SAP Export Utility (SPELSapWiz.exe), the exported
Enable
data includes any new updates or deletions for items that were created when you
began your project.

Deactivates data export from Smart Electrical to SAP. For the period during which
Disable data export is deactivated, the software does not recognize any updates or deletions
that you make for items in the database for the purpose of exporting data to SAP.

Archive documents
Allows you to archive SLD and schematic drawing data in your Smart Electrical database.

Setting Description

Enables the use of the archive options so that users of Smart Electrical can view and
Enable compare an archived version of a document with the data in the current version of that
document.

Disable Disables the use of the archive options.

Consistency rules
Allows you to apply consistency rules created in Rule Manager. These rules determine how
items act and interact in a project.

Setting Description

Enables the use of consistency rules, the display of messages on detecting a rule
inconsistency, and generation of rule inconsistency reports. When a rule
Enable inconsistency is found, depending on the action associated with a rule consistency
setting, the software records an inconsistency in a log file, warns the user about the
inconsistency, or rejects the inconsistency automatically.

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Setting Description

Disable Disables the implementation of the rules and generation or rule inconsistency reports.

Consistency rules for batch operations

Allows you to set the software response in case the software detects a rule inconsistency in
Smart Electrical during a batch operation.

Setting Description

Continue current In case of a rule inconsistency, accepts the inconsistency automatically

operation and continues the batch operation without prompting the user.

In case of a rule inconsistency, rejects the current operation

Cancel current operation automatically and continues the batch operation without prompting the
user.

▪ The Consistency rules for batch operations option only takes effect when you select Yes for
the Consistency rules option.
▪ The Consistency rules for batch operations option only applies when a consistency setting
(logical expressions) is associated the Warn action. For details on the actions that can be
associated with rules, see Rule Manager Online Help.
▪ Regardless of the Consistency rules for batch operations setting, the software records rule
inconsistency details into a log file, which you can generate from Smart Electrical.

Enable text indicator for labels with undefined plant item property
values
Allows you to set the software to display a text indicator (that you define below) on labels that
contain no plant item property value or labels that are not associated with graphical elements
(auxiliary graphics or symbols).

Setting Description

Enables the definition of a text indicator for labels that contain no plant item property
Yes
values.

Disables the definition of a text indicator for labels that contain no plant item property
No
values.

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Text indicator for labels with undefined plant item property values
Allows you to define the text indicator on labels that contain no plant item property value or
labels that are not associated with graphical elements (auxiliary graphics or symbols).

Setting Description

Allows you to type the text that will appear on labels that contain no plant item property
value. This text appears only if the Enable text indicator for labels with undefined
Text string
plant item property values setting is set to Yes. If the above-mentioned setting is set to
No, the labels with undefined plant item properties do not display any text.

External analyzing software

Allows you to select the default external analyzing application for publishing and retrieving single
line diagrams as .xml files.

Setting Description

ETAP Sets the format of the .xml file in accordance with ETAP.

None No external analyzing tool is selected.

Project name in external analyzing software

Allows you to define the project of the external analyzing software for publishing and retrieving
single line diagrams.

Setting Description

Allows you to type the name of the project as it appears in the external analyzing
Text string
application.

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Include enhanced reports in schematics

Allows you to include in schematic drawings enhanced reports that display detailed wiring
data. This data appears in schematic drawings on separate sheets. You generate enhanced
reports using the Enhanced Report Utility.

Setting Description

Yes Allows Smart Electrical users to run the Enhanced Report Utility.

No Prevents Smart Electrical users from running the Enhanced Report Utility.

If you want to include enhanced reports in schematic drawings, you must also enter
the name of the domain for the setting Smart Instrumentation default domain.

Default Smart Instrumentation domain name

Allows you to specify the name of a Smart Instrumentation domain which you want to set as a
source domain for generating enhanced reports and retrieving detailed wiring data to be
included in schematics. After defining the domain name, you must also select Yes for the
setting Include enhanced report in schematics.

Setting Description

Allows you to enter the name of the Smart Instrumentation default domain. The characters
Text string
that you enter are not case-sensitive.

Associate cables of control stations or instruments with equipment

circuit
Determines whether the software associates control station cables or instrument cables with
equipment circuits automatically or allows users to define the From side of the cables
manually. This option relates to all control and instrumentation cables for control stations and
instruments.

Setting Description

Sets the software to define the From side of a control station cable or instrument cable
automatically. The From side definition of a control station cable or instrument cable
Yes becomes the same as the circuit name of the associated equipment. Note that the automatic
association is implemented even if the feeder circuits are connected to the loads via
converting equipment.

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Setting Description

Makes the From side of the control station cable or instrument cable available for manual
No
definition.

Use audit trail

Determines whether users of Smart Electrical can track data changes. All history records
appear in the changes_log table. The software writes a record into the changes_log table
whenever a user copies, moves, or deletes an item tag, modifies a property value, deletes item
relationships, and so forth. For each record in the changes_log table, the software displays the
name of the user who made the change, and also displays the date and time of the change
occurrence.

Setting Description

Yes Allows users to manage data history in Smart Electrical.

Does not record any history records in the table CHANGES_LOG. If previously the setting
No
was Yes, the accumulated history records remain available in the table CHANGES_LOG.

History records in the changes_log table do not include records of new items that
users create.

Allow full access to As-Built

Determines whether the users who open As-Built have full or read-only access to As-Built data.

Setting Description

Allows users working in As-Built to add, edit, or delete items, or make other change as in any
other project. After you select the Yes setting, specific user access rights apply. For example,
Yes
if access privileges do not allow a certain user to delete items in Smart Electrical, this user can
add or edit items in As-Built but cannot delete the items.

Prevents users from making any data change in As-Built, other than merging project data with
As-Built. In As-Built, all data becomes read-only. It is possible, however, to generate an SLD
but it is not possible to save it. Selecting the No setting is useful when there are users who
No work with As-Built data scoped and claimed for a specific project and then intend to merge the
project data with As-Built to implement only those changes that were made in the
project. Also, if your plant is registered with SmartPlant Foundation, you must select the No
setting.

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If the current plant does not have As-Built and projects, the No setting functions as an
additional super access privilege. This means that users of the current plant can only work in
read-only mode.

When merging a document into As-Built, set preferences for

revisions that have identical revision numbers in As-Built and project
Determines how the software will treat the revision of a document that has the same revision
number in both the As-Built and a project.

Setting Description

Reject the document The current document will not be merged into As-Built

Increment the revision number The software will raise the revision number in As-Built

Use the existing number and overwrite the The software will retain the revision number in As-Built
revision but will overwrite the revision information

Claim mode
Determines whether an As-Built item can be claimed for one or all projects defined in the
plant. This option only applies to plants that have As-Built projects.

Setting Description

Exclusive Allows a Smart Electrical user to claim an As-Built item only for one project.

Any Allows the same As-Built item to be claimed for more than one project.

If your plant is registered, the software only applies the Exclusive mode, regardless
of the setting you define in Options Manager.

KKS mode
Activates propagation of KKS names when KKS naming conventions are used in the project.

Setting Description

Yes Allows Smart Electrical to propagate KKS names.

No Does not allow the propagation of KKS names.

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Cable fill validation to follow NEC regulations

Allows Smart Electrical to use only NEC regulations when validating cable fill during cable
routing.

Setting Description

Calculates fill parameters for the cables that you add to the segment as part of the routing
Yes
and validates the values of these parameters against NEC fill regulations.

Smart Electrical calculates fill parameters for the cables that you add to the segment as part
No of the routing and validates the values of these parameters against the maximum allowed
values that you specify.

Exclude characters from PDB row naming type

Allows you to exclude specific characters automatically used by the row naming type in a PDB
layout. You select the automatic row naming type when you design the PDB layout in Smart
Electrical.

Setting Description

Allows you to enter the characters you wish to exclude from a PDB layout when a row
Alphanumeric naming type has been selected. For example, the characters I and O could be excluded so
there would be no confusion with the numbers 1 and 0.

▪ Separate characters using a comma (,).

▪ Characters are not case sensitive.
▪ This option is not applied to free text.

Use Document name from SmartPlant Foundation

Not available at this moment. For more information contact customer support.

Setting Description

Yes

No

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Revision management software for publishing documents

In an integrated environment, allows you to select the software that will add new revisions to the
documents that are intended to be published.

Setting Description

Instructs the software to add new revisions using SmartPlant Foundation

SmartPlant Foundation
revision management tools.

Instructs the software to add new revisions using Smart Electrical revision
Smart Electrical
management tools.

Retrieve electrical equipment items published by Smart 3D

Allows you to retrieve electrical equipment items that have been published by Smart 3D.

Setting Description

Yes Sets the software to retrieve electrical equipment items published by Smart 3D.

No Sets the software not to retrieve electrical equipment items published by Smart 3D.

Publish item tags without any spaces

Allows you to publish plant items without any spaces in their item tag names.

Setting Description

Yes Instructs the software to publish plant items without any spaces in their item tag names.

No Instructs the software to publish plant items with existing spaces in their item tag names.

Publishing scope for document content

When publishing a document to SmartPlant Foundation, allows you to set the range of items
that are published with the drawing. Note that this is a global setting for the current plant and it is
overridden by the setting Publishing scope for document publishing on the Document
Properties of an individual document.

Setting Description

Only plant items contained in Publishes the document and all the plant items contained in the published
the published document document

Publishes the document, all the plant items contained in the document, and
Plant items and their first-level
the first-level related items of the plant items contained in the published
related items
document.

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Setting Description

Plant items and all their related Publishes the document, all the plant items contained in the document, and
items the related items of the plant items contained in the published document

If you select the Plant items and all their related items option, it can take a
very long time to publish a large set of data.

PDB layout vertical displays

Allows you to select the row naming information (as set in the PDB Structure dialog box) that is
displayed on the power distribution board layout drawing.

Setting Description

Row sequence and names Displays both the row sequence and row name.

Row names only Displays the row name only.

Show item tag names without spaces in RAD documents

Allows you to take out all whitespace characters (such as blank spaces and tab spaces) from
item tag names that appear in various RAD documents (SLDs, schematics, and so forth).

Setting Description

Yes In RAD documents, displays item tag names without any whitespace characters.

No In RAD documents, displays item tag names with the whitespace characters if they exist.

Sorting method for assigning cable drums to cables

When assigning cables to cable drums in the Assign Drums to Cables Wizard, determines
how the software sorts the cables that haven't been assigned yet.

Setting Description

Descending Sorts the cables starting with the longest cable and then all the way to the shortest one.

Sorts the cables starting with the longest cable, then with the shortest, then with the second
Alternate
longest and then back to the shortest again, and so on.

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Custom basic ampacity lookup table

Allows you to specify the name of a lookup table which will be used by the software to calculate
the custom basic ampacity value required for cable sizing. The software uses the calculated
custom basic ampacity value to size cables when the routing type is a custom setting.

Setting Description

Allows you to enter the name of the lookup table that holds the values needed to calculate
Text string
the custom basic ampacity. The characters that you enter are not case-sensitive.

Vertical distance between terminal strips in wiring diagrams

Determines the default vertical distance with appropriate units of measure that the software sets
between terminal strips whose equipment is dragged to a wiring diagram.

Setting Description

Numeric value with Allows you to type a numeric value with an appropriate unit of
unit of measure measure.

Import ETAP Library Cables Dialog Box

This dialog box allows you to import ETAP library cables from an .mdb file created in ETAP for
exporting ETAP project library cables.

ETAP cable library location

Allows you to specify the file path of the .mdb file created in ETAP when exporting ETAP library
cables. Click and navigate to the appropriate .mdb file in your reference data.
Once you specify an appropriate .mdb file, the software displays a list of ETAP library
cables that are available in the selected .mdb file.

Cable details
This data window displays a list of ETAP library cables that are available in the selected .mdb
file. The list becomes available after selecting an ETAP library in the ETAP cable library
location box.
Select — Allows you to select the ETAP library cables that you want to import.
Cable Conductor — Displays the conductor value of the ETAP cables.
Size — Displays the size of the ETAP cables.
Rated kV — Displays the rated kV value of the ETAP cables.
Source Name — Displays the source name of the ETAP cables.

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Make sure that before you start the import process, all the source names of
the ETAP library cables that you want to import have been added to the Source name select list
in the Data Dictionary.
Cable Specification — Displays the cable specifications that you select for the ETAP cables.
You must specify an appropriate cable specification for each ETAP library
cable before you import the cables to Smart Electrical. To do so, highlight the cables you require
and click Update Cable Specification.
Update Cable Specification — Opens the Cable Specification dialog box that allows you to
select an appropriate cable specification.
OK — Starts the import process.
Cancel — Closes the Import ETAP Library Cables dialog box without importing any cables.

Reference Power Cable Selection Method (Wizard

Page)
Export Smart Electrical Reference Cables Wizard
You use the Export Smart Electrical Reference Cables wizard allows you to export your
reference power cables to ETAP so that you can synchronize the reference cable data in Smart
Electrical and ETAP. This synchronization is optional as the software can publish cables to
ETAP without any project data. However, if you want to publish Smart Electrical project cables
with their data, this synchronization becomes a requirement.
On the Reference Power Cable Selection Method page, you are required to choose whether
you want to select the reference power cables based on their specifications or select the cables
from the full list of all the available reference power cables.
All power cables — Sets the selection method to a full list of all the available reference power
cables. The software will display this list on the next page after you click Next.
Power cables with selected cable specifications — Sets the selection method to selecting
the reference power cables based on the reference power cables that have specific cable
specifications that you select on this page. After clicking Next, the software will display a list
reference power cables that have the selected cable specifications.
Cable Specifications — Contains a list of all available cable specifications that you can select.
Add — Adds a selected cable specification to the list of selected cable specifications.
Remove — Removes a selected cable specification from the list of selected cable
specifications.
Selected cable specifications — Displays the list cables specifications that you have selected.
Next — Opens the Reference Cable Selection page.

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Reference Cable Selection (Wizard Page)

Export Smart Electrical Reference Cables Wizard
On the Reference Cable Selection page you are required to select the reference power cables
that you want to export.

Cable details
This data window displays a list of reference power cables and their properties. The list
depends on the selection method that you chose on the previous page. If you selected the All
power cables option, the list contains all available reference power cables. If you selected the
Power cables with selected cable specifications option, the list contains only those reference
power cables that have the cable specifications that you selected on the previous page.
Select — Allows you to select a particular cable for export.
Cable Tag — Displays the name of a particular reference power cable.
Cable Specification — Displays the cable specification for a specific reference power cable.
Cable Formation — Displays the cable formation value for a specific reference power cable.
Finish — Exports the selected reference power cables.

▪ The software exports the reference cables to the cable library file that you specified in
Options Manager and appends the new cables to the list of the existing cables in that library.
▪ If you export reference cables that already exist in the cable library, the software overwrites
the old cables with the newly exported cables.
▪ There are certain cable properties that must be defined for the reference cables prior to
exporting them. These properties form the ETAP cable headers and they are all mandatory
for ETAP. Any reference cable that lacks even one of these property definitions is rejected
by the software after the export process. The following properties must be defined before
starting export:
▪ Conductor Arrangement
▪ Conductor Material
▪ Conductor Size
▪ Frequency
▪ Base Temperature
▪ Installation
▪ Insulation Material
▪ Insulation Temperature Rating
▪ Insulation Voltage Rating
▪ kV Class
▪ Length Unit of Measure

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▪ Number of Conductors
▪ Source Name
▪ SP_TaBaseAboveGround
▪ Ta Base Under Ground
▪ Tc Base Above Ground
▪ Tc Base Under Ground
▪ Unit System
▪ RHO

Item Types Window

Enables you to define properties that affect the behavior and default graphical elements of each
item type in use in Smart Electrical. It is possible to open several instances of the Item Types
window and tile them vertically or horizontally. This way you can conveniently view and
manage properties of related item types.
If you open more than one instance of the window and make changes for several
window instances, the software only applies changes in the window instance for which you last
saved the data, and not in any of the other currently open window instances. Furthermore, the
software discards any changes that you saved previously in other window instances. For
example, you can open one window instance for buses and another instance for circuits. If you
change a property value and save the changes in the window instance opened for buses, the
changes do not appear in the window instance opened for circuits. If you now make a change
in the window instance opened for circuits and save the change, the software discards all the
changes you made in the window instance opened for buses.
Item Type — Allows you to select the item type for which you define the properties.

Property and Value

Contains item type properties and enables to specify a value for each property. You use item
type properties when defining naming conventions.
Plant group type — Specifies the plant group type to which the software assigns the item
type. For example, if you assign Plant as the highest plant group type for motors, whenever
you create a motor in Smart Electrical, it will belong to the entire plant. If you intend to register
your plant with SmartPlant Foundation, you must make sure that you assign the appropriate
item types to the same plant group type as in the tool you want to interface using SmartPlant
Foundation. For example, in Smart Instrumentation, cabinets and panels are always assigned
to the highest plant group type.

▪ A plant group type is a level of plant hierarchy. The available plant group types depend on
the plant hierarchy you define in Engineering Manager.
▪ After assigning an item type to a plant group type, you can define a naming convention for
this item type in the Define Naming Conventions window and define default property
values in the Project-Wide Parameters window.
▪ Smart Electrical displays items from all the units in a specified plant.

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▪ When you specify a plant group type for the Power Distribution Board (PDB) item type, the
software automatically assigns all PDB internals such as buses, circuits, cells, fuses, circuit
breakers, and so forth, to the same plant group type. You can only change the plant group
type of PDB internals by changing the plant group type of the PDB itself. Other item types
that inherit their plant group type from their parent item are, transformer components and
circuit internals.
▪ Metering equipment, even when part of PDB internals, have their own plant group type and
do not inherit the plant group type from the PDB.
Item type uniqueness level — Defines the plant group type in which the item type tag must be
unique per plant group. This command applies only if you set the Is unique option to Yes. For
example, if you select Unit as the uniqueness level, then in a unit where you create the tag for
the item type, this tag name must be unique. In other units in the same plant, you can use the
same tag.
The available levels depend either on the plant group types or on the parent item
types. For details, see the Uniqueness Level (see "Uniqueness Level Table" on page 83) table.
Default block — Indicates the drawing block file name that the software uses as the default
symbol for typical schematic blocks.
Is unique — Indicates that the item type must be unique in a plant group that belongs to the
plant group type you specify under Item type uniqueness level.
Item type identifier — Specifies a default prefix that the software uses in the item tag when you
do not define a naming convention for the item type. The software uses the item name by
default as the identifier.
Last created sequence number — Specifies a starting sequence number that the software
applies to a new item. The software automatically increments this number by one each time
you create a new item of the specified item type. The software also uses this sequence number
in the item tag when you do not define a naming convention for the item type to enable
uniqueness validation.
We recommend that you do not make the value of the next sequence number lower
than the current value, to avoid the possibility of the software creating duplicate item tags.

Uniqueness Level Table

The following table specifies the uniqueness level options you can set for the various item types
in the Item Types window.

Item Type Uniqueness Level

Plant group type, Parent (junction box, local panel, cell, or

Circuit
bus)

Circuit internal components

Circuit
(Fuse, Starter, and so forth)

Other item types Plant group type

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Locations Window
In this window, you specify various reference file locations. These settings define where to find
and store particular types of data. Also, you can specify various default settings used in
creating power distribution board layouts, single line diagrams, and schematics.
The following table lists and describes the location options that you can define.

Option Description

Specifies the node or server where the symbols for this

Catalog Explorer root path
plant are stored.

Default file path for batch Specifies the default folder where batch generated
generated PDBs SLDs PDBs single line diagrams are stored.

Specifies the default folder where the SLD drawing

Default file path for SLD symbols symbol (.sym) files that are used in single line diagrams
are stored.

Default file path for schematic Specifies the default folder where generated schematic
drawings files are stored.

Specifies the default folder where the block drawing

Default file path for schematic
(.sym, .dwg, or .dgn) files that are used in schematics
blocks
are stored.

Specifies the folder where default report templates for

this plant are stored, including the blank Excel template
Default file path for report
used for creating new templates. When a report
templates
template is created and added to the project reports, the
new template is also stored at this location.

Default path for conventional Specifies the default folder where the template files for
drawing templates conventional drawings are stored.

Specifies the storage location and the name of the

Conventional SLD default
standard .spe file used as the template for conventional
template file name and location
single line diagrams.

Specifies the storage location and the name of the

Conventional schematics default
standard .spe file used as the template for conventional
template file name and location
schematics.

Specifies the default folder where the software creates

the SAP configuration file when running the SAP
SAP configuration file path Wizard. This file determines which properties will be
exported to SAP from Smart Electrical and also
determines the layout of these properties.

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Option Description

Specifies the default folder where the software creates

the SAP output data file when you generate the data
SAP output data file path
from the SAP Wizard. This file contains the data that
will be imported to SAP.

Specifies the storage location and the name of the .rule

Rule library file path file which holds rule base data defined in Rule Manager
for a specific plant.

ETAP - Smart Electrical Specifies the storage location and the name of the MDB
reference exchange file file that contains the ETAP reference cables.

ETAP Smart Electrical mapping Specifies the storage location of the ETAP - Smart
file Electrical mapping file.

Specifies the location of the INtools.ini file, which allows

you to access the Enhanced Report Utility from Smart
Electrical and generate enhanced reports. Then, it is
possible to include detailed wiring data as separate
sheets in schematic drawings. If the path is not defined,
INtools.ini default path
Smart Electrical looks for the INtools.ini file using the
System variable path. In the General Settings window,
make sure that you selected Yes for the options Include
Enhanced Reports in Schematics and Smart
Instrumentation Default Domain.

Default file path for Specifies the folder where the software generates and
miscellaneous drawings stores miscellaneous drawings.

Specifies the storage location of your plant styles file

Plant style file where you determine various drawing defaults such as
line widths, line colors, and so on.

Default file path for wiring Specifies the storage location of the reference symbols
diagram symbols for wiring diagrams.

Default file path for cable block Specifies the storage location of the reference symbols
diagram symbols for cable block diagrams.

Specifies the location of the Smart Electrical schema file

SmartPlant resource path
(SPELMap.xml).

Conventional CBD default Specifies the storage location and the name of the
template file name and location default template for conventional cable block diagrams.

Conventional wiring diagram

Specifies the storage location and the name of the
default template file name and
default template for conventional wiring diagrams.
location

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Option Description

PDB layout default template file Specifies the storage location and the name of the
name and location default template for PDB layouts.

Default file path for PDB layout Specifies the storage location for symbols used in the
symbols PDB layout.

Specifies the location of the file that defines formatting

Format reference file options for the selected plant. The format file is created
and modified in Format Manager.

Specifies the storage location of the composite drawing

templates.
Default path for composite Make sure that all the templates residing
drawing templates in this location are Enterprise templates. Enterprise
templates are suitable for composite drawings and are
compatible with other Smart applications.

Composite SLD default template Specifies the file name of the default template for
file name and location composite SLDs.

Composite drawing default Specifies the file name of the default template for
template file name and location composite drawings.

Open Plant Group Dialog Box

This dialog box appears when you click File > Open Plant Group and it allows you to navigate
to a specific plant group within a plant.
Expand the hierarchy to the required plant group type and select the plant group where you
want to work.
Select Plant — Opens a dialog box with a list of plants for selection.

Open Plant Structure Dialog Box

Displays the structure of the plant to which you are connected. Enables you to set options for
connecting to a site with a different plant structure.
Available plant structures — Lists the available plant structures. You can select only one
plant structure at a time.
Application type — Displays the application associated with this database.
Open — Connects you to the selected database and checks whether you have the correct
access privileges for the selected plant.

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Site Server — Opens the Open Site Server dialog box, where you can select an initialization
file from local and network directories. Plants that correspond to the initialization file you
choose are subsequently displayed in the list of available plants in the database.

Plant Default Preferences Window

Enables you to set preferences for various Smart Electrical options. You can set preferences
as default values for new users and, if needed, apply the settings for all existing users in the
plant.
After you set the preferences, in Smart Electrical, the users can change the
preference values locally as needed.

Category
Contains preference categories available for selection.
General — Allows you to set general preferences. For more information, see General
Preferences: Option Description.
SLD — Allows you to set preferences related to single line diagram (SLD) options. For more
information, see SLD Generation Preferences: Option Description.
Reports — Allows you to set preferences related to all feeder load summary reports. For more
information, see Load Summaries and Reports (Plant Default Preferences Window).
Delete Loads — Allows you to set preferences related to the deletion of main items and their
related items. For more information, see Delete Loads Preferences: Option Description.

Preferences
Displays preference options, values, and units (where applicable) that you can set as default for
all new users in the plant. The software displays the preference options dynamically, according
to the category that you select.
Option — Displays a list of preference options for which you can specify values and units for
numeric values.
Value — Allows you to select or type a default value for a preference option.
Units — Allows you to select a unique unit of measure for all of SLD margins and units of
measure for SLD internals (buses, circuits and circuit internals).
Apply also for existing users — Applies the preference settings for all new and existing users.

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General (Plant Default Preferences Window)

The following table lists and describes the options for general preferences. You can set these
options as default in the Plant Default Preferences window.

Software behavior after creating or duplicating an item

This option allows you to define a default preference for software response after creating or
duplicating an item in Smart Electrical. The selected setting also applies when creating a new
item in the Electrical Index by dragging a reference item from the Reference Data Explorer.
Open dialog box after creating or duplicating an item — The following options are available:
▪ None — Displays a created or duplicated item in the Electrical Index or the Reference
Data Explorer without opening either the Item Tag or Common Properties dialog box, with
default values that you define in the Project-Wide Parameters window and default name
that fits the item naming convention.
▪ Common Properties — Opens the Common Properties dialog box for the created or
duplicated item, where users can enter the required electrical properties.
▪ Item Tag — Opens the Item Tag dialog box, where users can rename the item tag. The
text can either be free text or a mask that fits the item naming convention.
When selecting the Common Properties value, if the user creates a new item that
does not have a common properties form, the software behaves as if you selected the None
value.

Electrical Engineer display options

These options allow you to display in the Electrical Engineer the names of associated PDB item
tags and panel item tags as part of the names of buses, incomers, bus risers, panel circuits, and
auxiliary contacts.
Display PDB and panel item tags with associated items in Electrical Engineer — The
following options are available:
▪ Yes — In the Electrical Engineer, displays the names of associated PDB item tags and
panel item tags as part of the names of buses, incomers, bus risers, panel circuits, and
auxiliary contacts.
For example, MCC 200 / Bus A or JB-7/CKT-35.
▪ No — In the Electrical Engineer, does not display the names of associated PDB item tags
and panel item tags as part of the names of buses, incomers, bus risers, panel circuits, and
auxiliary contacts.

Log file options

Allows you to set preferences for generation of various error log files. Error log files hold records
of errors that occur during various operations. The software automatically records errors in the
log file whenever it displays an error message referencing the appropriate log file. When an
error occurs in a single operation, the software displays an error message immediately. For a
batch operation, the software displays an error message on completing the batch operation
process.
Activate log file generation — The following options are available:

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▪ Yes — Enables error log file generation options.

▪ No — Disables error log file generation options.

▪ Setting the preference to No only affects the recording of errors in log files; it does not
prevent the software from displaying error messages.
▪ If an error is caused by a violation of engineering rules, the software does not display any
error message and therefore does not write any records to the relevant log file.

SLD Generation (Plant Default Preferences Window)

The following table lists and describes the options for the single line diagram (SLD) generation
preferences. You can set these options as default in the Plant Default Preferences window.

SLD margins
Allow you to define the default unit of measure for SLD margins and distance between the page
edges and the SLD drawing so that the drawing does not overlap the title block. The unit of
measure for top, bottom, left and right margins changes dynamically, according to the
preference for margin units.

Distance for SLD internals

These options allow you to set the default distance between buses, circuits and circuit internals
in a generated SLD.
The following options are available:
▪ Distance between buses — Allows you to type a value for the horizontal distance between
the buses. Select a unit of measure.
▪ Distance between circuits — Allows you to type a value for the horizontal distance
between the circuits above and below the buses. Select a unit of measure.
▪ Distance between circuit internals — Allows you to type a value for the vertical distance
between the circuit internal components (fuses, starters, and so forth). Select a unit of
measure.
▪ Vertical distance between electrical items — Allows you to define the vertical distance
between electrical items in your SLD drawings. This setting applies to all electrical items in a
branch except for circuit internals. Type in the required value and select the unit of measure.
This option becomes available after selecting the Recalculate saved item position check
box.

Drawing options
Allow you to set general preferences for SLD generation.
Save settings of last generated drawing — The following options are available:
▪ Yes — Saves and then applies all the settings that users define on the Single Line
Diagram Options dialog box (SLD margins and Distance for SLD internals). This
preference takes effect after generating an SLD and applies to all subsequent SLD
generations in the current Smart Electrical session.

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▪ No — For subsequent generations in the current Smart Electrical session, saves only the
SLD margin preferences and returns all the other SLD options to the application defaults.
After moving electrical items in a generated drawing, moving and resizing the
frames that the software draws around items belonging to PDBs and around circuits in each cell,
the software always retains the position of all electrical items in saved drawings without the need
to instruct the software to do so.
Use bus tie symbols — The following options are available:
▪ Yes — Shows a horizontal representation between two connected buses using the
BusTie.sym file. In this case, the software shows the connection between the two buses as
a straight bus-tie connection without showing the items connected between and within the
circuits. The BusTie symbol is a "circuit" type symbol and has its first connection point on
the rightmost side and the second connection point at the leftmost side.
▪ No — Shows a vertical representation of a connection between two buses. This is the
standard bus coupler-riser circuit connection representation that includes both coupler and
the riser circuits and displays them as vertical objects, connected to each other. The
software displays both circuits as standard arrows.

Load Summaries and Reports (Plant Default Preferences

Window)
The following, lists and describes the options that you can specify for the multi-sheet and all
feeder load summary reports. You can set these options as default in the Plant Default
Preferences window.

Calculation method for All Feeder Load Summary

Allows you to specify the coincidence factor to be used in the calculation of the total connected
loads. In Smart Electrical preferences, this option refers to the settings for the Calculation
method for All Feeder Load Summary Report.
The following options are available:
▪ Use Bus PDB coincidence factor — Uses the coincidence factor of each individual load to
calculate the total connected loads on the bus. When calculating the compensated load
values, the software multiplies the raw uncompensated load kW and kVAR values by the
coincidence factors as defined in the properties of the buses that these loads are connected
to. Make sure that you specify these coincidence factors for each bus.
▪ Use each load coincidence factor — Uses the coincidence factors of the PDB bus to
calculate the total connected loads on the bus. When calculating the compensated load
values, the software multiplies the raw uncompensated load kW and kVAR values by the
load coincidence factors.

Coupled buses in All Feeder Load Summary

Allows you to specify inclusion options of coupled buses in the all feeder load summary
calculation. In Smart Electrical preferences, this option refers to the settings for the Inclusion
of coupled buses in All Feeder Load Summary Report.
The following options are available:

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▪ Do not include coupled buses — Includes in the calculation only those loads that are
connected to the current bus and does not include the loads that are connected on the
redundant buses.
▪ Include coupled buses connected by couplers only — Includes in the calculation the
loads connected on the current bus as well as loads connected on all the redundant buses
that are connected to the current bus by a coupler circuit.
▪ Include coupled buses connected by couplers and bus risers — Includes the loads of
the current bus as well as the loads on all the redundant buses that are connected to the
current bus by coupler and riser circuits.

Account for converting equipment power losses

▪ Instructs the software to account for converting equipment power losses.

Value type in All Feeder/Multi-Sheet Load Summary reports

Allows you to specify rated or consumed values in All Feeder/Multi-Sheet Load Summary
reports.
▪ Rated — Instructs the software to display rated power values in a generated All
Feeder/Multi-Sheet Load Summary report.
▪ Consumed — Instructs the software to display consumed power values in a generated All
Feeder/Multi-Sheet Load Summary report.

Display Compensated or Uncompensated values in All Feeder/Multi-Sheet Load Summary

reports
Allows you to specify compensated or uncompensated values in All Feeder/Multi-Sheet Load
Summary reports.
▪ Compensated — Instructs the software to display compensated values in a generated All
Feeder/Multi-Sheet Load Summary report.
▪ Uncompensated values — Instructs the software to display uncompensated values in a
generated All Feeder/Multi-Sheet Load Summary report.

Delete Loads (Plant Default Preferences Window)

Allows you to set which related (sub) items of a main item are deleted when deleting a main item
in Smart Electrical.

Preferences
Delete feeding power cables — Allows you to delete feeding power cables.
Delete associated control, grounding, and instrument cables — Allows you to delete
associated control, ground, and instrument cables.
Delete associated control station/instruments — Allows you to delete the associated control
station and instruments.
Delete feeding circuit and cell — Allows you to delete the feeding circuit and cell.

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Delete schematic document — Allows you to delete the schematic document.

Delete related I/O signals — Allows you to delete the associated I/O signals.

Value
Yes — Allows related item to be deleted with the main item.
No — Does not allow related item to be deleted with the main item.
Apply also for existing users
Allows you to apply the default settings to existing users, not just new users.

Plant-Wide Parameters Window

Allows you to define default property values for item types that belong to a specific plant group
within a plant.
Plant group — Displays the target plant group for which the naming convention applies. A
plant group is a specific group available within a plant hierarchy, for example, Plant1, Area1,
Unit1. Plant, area and unit are examples of plant group types. The available plant group types
depend on the plant hierarchy you define in Engineering Manager. Clicking Browse beside the
Plant group box opens the Select Plant Group dialog box, where you can select the target
group for defining naming convention.
Copy From — Opens the Copy Item Type Property Values dialog box to select the required
plant group as a source for copying property values. Allows you to copy values from selected
item types or from all item types available in the source plant group.

▪ You can copy property values only within the same item type. Therefore, if in the
Plant-Wide Parameters window, you select a plant, you cannot use the Copy From option.
▪ The software only copies property values if the source and target item types are assigned to
the same plant group type, for example, to area. Therefore, source and target groups must
belong to the same type. You assign item types to plant group types in the Item Types
window.

Item types
Lists all item types item types which you can select for property value definition for the specified
plant group. The availability of item types which you can select for property value definition
depends on the plant group type to which you assigned the item types.
Item Type — Allows you to select one specific item type.

Properties
Displays a two-column data window that provides the common properties of the selected item
type. You use this table to define default property values for new item types created in Smart
Electrical.
At the top of the Properties data window, a display mode button appears. By clicking
the button, you can customize data display. For more information, see Customize Data
Display in the Properties Data Window (on page 37).

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Property — Allows you to select a property.

Value — Allows you to define a value for the selected property and set this value as
default. For some properties, you can enter a user-defined text value. For other properties,
you can select a value from a list of options, or you can click the ellipsis button and then
define a value.
Property values that have been set in Data Dictionary appear in the Value boxes as
default settings. For example, for the item type Other Electrical Equipment, the default value of
the property Electrical Equipment Type is Special Electrical Equipment.
Display modified values only — Displays only properties for which you changed values and
hides properties with shipped default values.

Import Typical Reference Data Dialog Box

Allows you to import typical reference data, such as various typical reference electrical items
and lookup table. You specify a path to the source file ReferenceData.mdb, display and select
one or more reference data types that appear in the source file.
The file ReferenceData.mdb contains data types with sample data that can be used as a source
for project item creation and property value population. Depending on your data type selection,
when importing data, the software performs the following operations:
▪ In Data Dictionary, creates new Select Lists and populates these Select Lists with values.
▪ In Smart Electrical, populates with new values such Select Lists as Motor Rated Power,
Rated Voltage, and so forth.
▪ Creates lookup tables and reference cables.
Source file name and path — Displays the reference data source file name and path.
Browse — Opens the Reference Data Source File dialog box, where you select the source file
ReferenceData.mdb.
Select reference data types for import — Displays the reference data types available in the
file ReferenceData.mdb, and allows you to select one or more data types for import.
Import — Imports data from the selected data types.
You can keep running Smart Electrical when importing data.

Replace Dialog Box

Enables to replace reference data settings with other settings. This reference data is defined in
the Locations window. The software replaces all the settings belonging to the same type and
file location.
Accessible from the toolbar or on the Edit menu only when the Locations window is active.

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Select Filter Dialog Box

Allows you to select a filter for filtering a naming convention label. Using this dialog box, you
can create a new filter or modify an existing filter.
New — Displays the New Filter dialog box (see "Add Filter Dialog Box" on page 50), which
allows you to specify a new simple or new compound filter.
Properties — Allows you to edit the properties of the selected filter. This button displays the
Filter Properties dialog box or the Compound Filter Properties dialog box (on page 51),
depending on your selection in the filter list. If you create a compound filter, you select the
individual simple filters that comprise a compound filter and click Properties to view the Filter
Properties dialog box for those simple filters.

Clear Audit Trail Log File Dialog Box

This dialog box allows the Smart Electrical administrator to clear the database table that stores
the tracking of the changes made in a plant. It is possible to clear all the changes or just the
changes that were made during a particular time period. It is also possible to clear the data for a
specific Smart Electrical user or all the users.
To access this dialog box, in Options Manager, click Tools > Clear Audit Trail.
User name — Allows you to select a specific Smart Electrical user or all the users for whom you
want to clear the audit trail.
Filter — Allows you to partially clear the audit trail by setting a time period for a specific Smart
Electrical user or all the users.
From date — Allows you to set the starting date for the time period for which you want to clear
the audit trail.
To date — Allows you to set the end date for the time period for which you want to clear the
audit trail.
Clear all audit trail — Select to clear all the existing audit trail for Smart Electrical.

Set Convention Priorities Dialog Box

Enables you to set or change priorities for multiple naming conventions.
Priority Number — Displays the priority numbers that the software assigned to in the available
convention labels. Number 1 represents the highest priority. The order of the values in the
column is fixed.
Convention — Displays convention labels that appear in the Convention list of the Define
Naming Conventions window. You can promote or demote a convention in the order of
priorities by selecting a label and then clicking Up or Down.

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View Naming Conventions in Reference Data Window

Allows you to select a reference plant group and then display naming conventions defined for
various item types that exist in the reference data.
Apart from the options that allow you to select a plant group, item type, or convention
label, all the options in this window are not accessible.
Plant group — Displays a reference plant group with data for which the naming convention
applies. A plant group is a specific group available within a plant hierarchy, for example, Plant1,
Area1, Unit1. Plant, area and unit are examples of plant group types. The available plant
group types depend on the plant hierarchy you define in Engineering Manager. Clicking
Browse beside the Plant group box opens the Select Plant Group dialog box, where you can
select a reference plant group for displaying naming conventions.
Item type — Allows you to select the item type for which you defined a naming convention, for
example, motor, starter, cable, and so forth. The availability of item types in the list depends on
the plant group type to which you assigned the item types in the Item Types window.

Naming convention properties

The options under Naming convention properties are only available for item types that
support multiple naming conventions, for example, the Cable item type. Multiple naming
convention properties consist of a convention label, convention description, and priority
number. For each convention label assigned to the item type, you can assign a filter and set
segment definitions.
Convention — Contains a list of naming convention labels that you assigned to the item type
selected from the Item type list. A label can be any name or can designate an actual item type
category. For example, for the Cable item type, you can specify labels that designate cables
with different functions: Power Cables, Control Cables, Grounding Cables, and so forth.
Priority number — Displays the priority number of the current convention.
Convention description — Displays the convention label description.
Filter — Displays a filter that is assigned to the naming convention label displayed under
Convention.

▪ For an item type with multiple naming conventions, Smart Electrical filters the naming
conventions automatically, depending on your filter settings, and creates an item tag
according to the naming convention to which the filter is assigned.
▪ If no filter is assigned, Smart Electrical can only create a new item tag using segment
definitions specified for the convention label that was created first.
Sample of item tag naming convention — Displays a dynamic preview of the naming
convention using your definitions for each segment.

Segment definitions
Displays the characteristics and definitions of each segment in the naming convention. Each
row of the table represents the definition of a single segment.

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In Smart Electrical, each item type has a tag property Comply with Naming
Convention, which determines the behavior of an item tag name. When the property is set to
True, the protection masks and segment properties behave according to the item naming
convention settings. When the property is set to False, you can edit the tag name value for the
item freely. Whether you set this property to True or False, the software ensures compliance
with uniqueness if you select the Is unique property in the Item Types window.
Segment Type — Indicates whether the segment is text or a property.
Property/Text — Displays default text if the segment type is Text or displays a property
appropriate to the item type if the segment type is Property.
Protect — Shows whether a text segment is protected, in which case the user cannot change
the values in the segment. All segments are protected by default.
Protection is useful to prevent the user from overwriting the segments. Protect the
segments that contain fixed text or text that you want to use as separators. All property
segments are protected by default.
Start — Shows the position of the character in the property name that appears at the start of the
segment.
Length — Shows the length of the string starting from the value you specify in the Start
column. For the Text segment type, the maximum length is 99 characters. For the Property
segment type, the maximum length depends on the property definition in the Data Dictionary.

Define Item Type Symbology Window

Symbology provides graphical clarity to a drawing by differentiating among various items by their
appearance. Symbology refers to the color, line width, shape, and style associated with items.
You can use line widths, styles, shapes, and color to differentiate among the different types of
drawing items, such as cables, power distribution boards (PDB), equipment, and so forth. For
example, you can define symbology that differentiates between associated graphical elements
and the unassociated ones (auxiliary graphics and symbols) in composite drawings and
conventional CBDs. Also, you can, for example, define a power cable that connects to a PDB as
being a black, 2-mm thick continuous line, where as a control cable could be a blue, 1-mm thick,
broken line.
Along with the default symbols supplied with the software, you can create your own symbols that
can be associated with a document and item type. You create symbols in the Catalog
Manager. For more details, see the Catalog Manager User's Guide > Working with Symbols >
Creating Symbols.
The settings in this window apply to both conventional and composite drawings.
Item Type — Allows you to select the item type that you want to define the symbology
parameters for.
Drawing Type — Allows you to select the type of drawing where the symbol will be used.
Item Type Filter — Click in an empty cell to open the Select Filter dialog box. The Select
Filter dialog allows you to select a filter that will narrow down the selected item type to the
specific item type properties with which the symbol will be used. You can select, modify, or
create a new filter in the Select Filter dialog box. For more details, see Select Filter Dialog Box
(on page 94).

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Drawing Type Filter — Click in an empty cell to open the Select Filter dialog box. The Select
Filter dialog allows you to select a filter that will narrow down the selected drawing type to a
specific drawing type where the symbol will be used. You can select, modify, or create a new
filter in the Select Filter dialog box. For more details, see Select Filter Dialog Box (on page 94).

Symbol File — Click Browse to open the symbol folder and select the required symbol.
Initial Style — Displays a list of available style names. The style sets the color, weight, and
pattern of the symbol as defined in the Catalog Manager. For more details, see the Using the
Smart Line Style Editor topic in the Catalog Manager Help.
Color — Displays the color associated with the chosen style. Clicking on the color opens a list
where you can change the style color. Changing the color does not affect the default settings
for the chosen symbol, it only affects the symbol for the item type and document type selected.
Width — Displays the line width associated with the chosen style. Clicking on the line width
opens a list where you can change the line width. Changing the line width does not affect the
default settings for the chosen symbol, it only affects the symbol for the item type and document
type selected.
Pattern — Displays the line pattern associated with the chosen style. Clicking on the line
pattern opens a list where you can change the line pattern. Changing the line pattern does not
affect the default settings for the chosen symbol, it only affects the symbol for the item type and
document type selected.
Move Up — Moves the selected row one row higher, making the priority of the selected item
type higher (the top row has the highest priority.) The priority rules are set by the filter. The
priority determines which rule applies first when rules conflict with each other. For example,
Filter A is the first row. The filter's rules state to use a red broken line to represent cables that
are between 2 to 10 cm in diameter. Filter B is below Filter A in the Define Item Type
Symbology window and its rules state to use a blue continuous line when the cable is between
8 to 20 cm in diameter. If a cable is 9 cm in diameter the software assigns the cable the symbol
that has the higher priority, in this case a red broken line.
Move Down — Moves the selected row one row lower, making the priority of the selected item
type lower.

Linear Patterns Dialog Box

Allows you to import or delete linear patterns. This dialog box opens when you click Options >
Item Type Symbology > Linear Patterns on the menu bar.

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The settings in this window apply to both conventional and composite drawings.

Patterns — Lists all the available linear patterns. This list supports single entry selection only.
Import — Opens the Import Linear Patterns From dialog box, where you can browse to the
file that is your linear style and import it. Linear patterns and styles are stored in symbol (.sym)
files. When you import a linear pattern or heat tracing style, you must close the Linear
Patterns dialog box and re-open it in order to see the newly imported information.
Delete — Deletes the pattern you have selected in the Patterns list. If a style is in use, it cannot
be deleted.

Linear Styles Dialog Box

Allows you to import or delete linear styles. This dialog box opens when you click Options >
Item Type Symbology > Linear Styles on the menu bar.
The settings in this window apply to both conventional and composite drawings.

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_
Linear Styles — Lists all the available linear styles. This list supports single entry selection only.
Import — Opens the Import Linear Styles From dialog box, where you can browse to the file
that is your linear style and import it. Linear patterns and styles are stored in symbol (.sym)
files. When you import a linear style or heat tracing style, you must close the Linear Styles
dialog box and re-open it in order to see the newly imported information.
Delete — Deletes the style you have selected in the Linear Styles list. If a style is in use, it
cannot be deleted.

Set Cable Properties for Synchronization Dialog Box

This feature allows you to set the cable properties that will be updated when synchronizing plant
cables with reference cables. This synchronization takes place after:
▪ comparing a plant and reference cable data for a single cable (this option becomes available
if at least one of the properties of the associated reference cable has changed)
▪ applying reference data to plant cables in batch mode
▪ changing the associated reference cable of a particular plant cable.
This dialog box is available when clicking Options > Set Cable Properties for
Synchronization on the Options Manager menu bar.
The options are as follows:
Category — Displays the category of a specific cable property. For example, Physical, Load
and Electrical, and so on.

▪ You can group the display of the grid according to Category by dragging the Category
header to the area above the grid.
▪ You can filter out some of the categories by clicking the filter icon in the Category
header.

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 Windows and Dialog Boxes

Property — Displays the cable property name as it appears in the Properties window or
Common Properties dialog box.
You can filter out some of the properties by clicking the filter icon in the Property
header.
Selection Check Box — Allows you to select a cable property for synchronization. You can
select the top check box in the header to select all the cable properties that exist in the grid.
Note that not all cable properties are available for selection in the grid,
depending on the property type. Some properties cannot be selected and some are selected all
the time.
▪ Cable properties which are available for selection — these are shipped and user-defined
cable properties and they will be synchronized once they are selected.
▪ Hard-coded system properties which are always selected — these are shipped properties
and they are always set for synchronization. You cannot clear these selections.
▪ Cable properties which cannot be selected for synchronization — these properties are only
displayed in the grid and they appear as unavailable for selection.
▪ Some cable properties are hidden as they are not applicable for synchronization.

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SECTION 13

Menu Commands

Open Plant Group Command (File Menu)

Displays the Open Plant Group dialog box (on page 86), which allows you to navigate to a
specific plant group within a plant.

Close Command (File Menu)

Closes an active window.

Save Command (File Menu)

Saves to the database any changes that you have made in a plant group.

Exit Command (File Menu)

Closes Options Manager after prompting you to save changes.

Cut Command (Edit Menu)

Moves the value selected in the Locations window to the Clipboard.

Copy Command (Edit Menu)

Copies the file location setting or part of a setting selected in the Locations window to the
Clipboard.

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 Menu Commands

Paste Command (Edit Menu)

Inserts the file location settings from the Clipboard into the cell selected in the Locations
window.

Delete Command (Edit Menu)

Deletes a naming convention and all its segments for an item type that you select in the Define
Naming Conventions window.

Replace Command (Edit Menu)

Allows to replace reference data defined in the Locations window.

Formats Command (Options Menu)

Opens the Formats window, where you can define or change the default formats for various
data types.

Manage Plant Operating Cases Menu Command

(Tools Menu)
Opens the Manage Plant Operating Cases dialog box where you can add and delete operating
cases for your plant.

Naming Conventions > Define Command (Options

Menu)

Opens the Define Naming Conventions window, where you can define a naming convention for
each item type or copy a naming convention for an item type from a source to a target plant
group, for example, for a cable from Unit1 to Unit2 within the same plant.

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 Menu Commands

Naming Conventions > Copy for Plant Group

Command (Options Menu)
Opens the Copy Naming Conventions for Plant Group dialog box (on page 52), where you can
copy naming conventions for the entire plant group, for example, from one unit to another within
the same plant.

Naming Conventions > Copy to Reference Data

Command (Options Menu)
Copies to reference data all the naming conventions that have been defined in the plant groups
of the current plant structure. The software overwrites the naming conventions that already
exist in the reference data.

Naming Conventions > View in Reference Data

Command (Options Menu)
Opens the View Naming Conventions in Reference Data dialog box, where you can select a
reference plant group and display naming conventions in reference data. You can use these
naming conventions as a source for copying to plant groups available in the current plant
structure.

Locations Command (Options Menu)

Opens the Locations window, where you can specify the locations of various library, file, and
path names for your project.

General Settings Command (Options Menu)

Opens the General Settings window, where you define settings for the parameters that the
software uses in cable sizing. Also, you define a setting for duplication of PDB internals.

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 Menu Commands

Plant Default Preferences Command (Options Menu)

Opens the Plant Default Preferences window, where you can set default preferences for new
users and, if needed, apply preference settings for all new and existing users.

Plant-Wide Parameters Command (Options Menu)

Opens the Plant-Wide Parameters window, where you can select an item type and define
default values for item type properties.

Clear Audit Trail Log File Command (Tools Menu)

Opens the Clear Audit Trail Log File dialog box that allows the Smart Electrical administrator
to clear the database table that stores the tracking of the changes made in a plant.

Clear Document Locking Command (Tools Menu)

Opens the Clear Document Locking dialog box that allows you to manually clear the locking of
one or more drawings.

Import Typical Reference Data Command (Tools

Menu)
Opens the Import Typical Reference Data dialog box, where you can import reference data
from one or more data types that appear in the file ReferenceData.mdb.

Update Reference Data > Create Package Command

(Tools Menu)
Opens the Create Package dialog box, which enables you to create a package file that will
contain reference data that you want to send to an off-site project.

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 Menu Commands

Update Reference Data > Update from Package

Command (Tools Menu)
Opens the Update from Package dialog box, which allows you to import reference data from a
package that was sent to you by an off-site project.

Item Type Symbology > Define (Options menu)

Opens the Define Item Type Symbology window where you set the symbol options for item
types and document types. You also remove symbol options from item types and document
types from here.

Item Type Symbology > Linear Styles (Options Menu)

Opens the Linear Styles dialog box, which allows you to import or delete linear styles.
You can also import linear styles, which incorporate linear patterns, for heat tracing
symbology. The words heat trace must appear in the name of the style in order for Smart
Electrical Options Manager to import the style.

Item Type Symbology > Linear Patterns (Options

Menu)
Opens the Linear Patterns dialog box, which allows you to import or delete linear patterns.
You can also import linear styles, which incorporate linear patterns, for heat tracing
symbology. The words heat trace must appear in the name of the style in order for Smart
Electrical Options Manager to import the style.

ETAP > Export Reference Cables (Interfaces Menu)

Opens the Export Electrical Reference Cables wizard that allows you to export reference
power cables to ETAP.

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 Using Help

ETAP > Import Reference Cables (Interfaces Menu)

Opens the Import ETAP Library Cables dialog box that allows you to import ETAP library
cables to Smart Electrical.

ETAP > Build Mapping XML (Interfaces Menu)

Allows you to import ETAP mapping information.

Status Bar Command (View Menu)

Opens the Options Manager Status bar at the bottom of the window.

Set Cable Properties for Synchronization (Options

Menu)
Opens the Set Cable Properties for Synchronization dialog box which allows you to set
appropriate cable properties for synchronization with cable reference data.

Toolbar Command (View Menu)

Opens the Options Manager main toolbar.

Using Help
Options Manager user assistance makes command information available as you perform tasks.
You can access different kinds of information any time you are running the software. This
information could include reference topics, narrative descriptions, or general overviews. Also,
you can find information about the software version numbers and legal information by using
commands available on the Help menu.

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 Using Help

Display Options Manager Help

▪ Click Help > Smart Electrical Options Manager Help to display online Help topics for Options
Manager.

Display Options Manager Version Information

▪ Click Help > About Smart Electrical Options Manager.

Help Menu Commands

Help Topics Command (Help Menu)
Smart Electrical Options Manager Help Command (Help
Menu)

Displays the online Help for Options Manager, which includes topics about commands, dialog
boxes, tasks, and workflow scenarios.

Printable Guides Command (Help Menu)

Opens the Printable Guides Help page for accessing the printable guides as .pdf files.

About Options Manager Command (Help Menu)

About Smart Electrical Options Manager Command (Help
Menu)
Displays version information for Options Manager.

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Index
preferences • 39
A property values • 37
deleting • 97
adding filters • 50 deleting linear patterns • 44, 47, 48, 97, 98
linear patterns • 97
C dialog boxes • 31, 52, 86, 93, 94
closing • 9 Copy Naming Convention for Item Type •
commands • 101, 102, 103, 104, 105, 107 52
associate symbol • 105 Copy Naming Conventions for Plant
Close • 101 Group • 31, 52
Copy • 101 Open Plant Structure • 86
Copy Naming Conventions for Plant Replace • 93
Group • 103 Set Convention Priorities • 94
Copy Naming Conventions to Reference
Data • 103 F
Cut • 101 cutting • 14
Define Naming Conventions • 102 file locations • 13, 14
Delete • 102 copying • 14
Exit • 101 cutting • 14
Formats • 102 defining • 13
General Settings • 103 pasting • 14
Locations • 103 replacing • 14
Open Plant Group • 101 filters • 50, 51, 94
Paste • 102 compound • 50, 51
Plant Default Preferences • 104 new • 50
Printable Guides • 107 selecting • 94
Project-Wide Parameters • 104 simple • 50
Reference Data Import • 104 Format Manager • 11
Replace • 102 formats • 11, 12
Save • 101 changing default formatting • 12
View Naming Conventions in Reference defaults • 11
Data • 103 defining • 11
compound filters • 51
connecting to plant • 86
creating filters • 50, 51 G
compound filters • 51 general settings • 21
custom symbols • 105 defining • 21
associate symbol • 105
customizing data display • 37 H
displaying properties alphabetically • 37
displaying properties categorically • 37 heat tracing • 44
styles • 44
symbology • 44
D hierarchy • 86
default file locations • 13 hierarchy level • 86
defining • 13 plant groups • 86
defaults • 11, 12, 37, 39
formats • 12
formatting • 11

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 Index

I deleting • 32
order of priorities • 94
importing • 44, 97, 98
priority numbers • 94
heat tracing styles • 44
linear patterns • 44, 97, 98
linear styles • 44 N
interfaces • 21 naming conventions
enabling access to SAP • 21 copying • 29, 30
item types • 24, 29, 34, 37, 51, 52 copying for item types • 52
copying naming conventions • 29, 52 copying for plant groups • 31, 52
copying property values • 37, 51 copying to reference data • 31
defining default values • 37 defining • 24
naming conventions • 24 overwriting • 31, 52
overview • 34 source item types • 52
new filters • 50
L
line • 47, 48 O
linear • 44, 47, 48, 97, 98 online Help • 106
patterns • 44, 47, 48, 97, 98 opening • 97, 98
styles • 44, 47, 48 plant structures • 86
opening plant structures • 86, 97, 98
M linear patterns • 97, 98
Options Manager • 8, 9, 10
Match all • 51
exiting • 10
Match any • 51
navigating • 9
menus and commands • 101, 102, 103,
plants • 8
104, 105, 107
associate symbol • 105
Close • 101 P
Copy • 101 parallel cables • 21
Copy Naming Conventions for Plant settings • 21
Group • 103 pasting file location settings • 14
Copy Naming Conventions to Reference patterns • 44, 47, 48, 97, 98
Data • 103 linear • 97
Cut • 101 plant group types • 34, 83
Define Naming Conventions • 102 definition • 34
Delete • 102 uniqueness level • 83
Exit • 101 plant groups
Formats • 102 copying naming conventions • 30, 31, 52
General Settings • 103 hierarchy • 86
Locations • 103 item types • 37
Open Plant Group • 101 opening • 8
Paste • 102 plants
Plant Default Preferences • 104 structure • 8
Printable Guides • 107 preferences
Project-Wide Parameters • 104 settings defaults • 39
Reference Data Import • 104 priorities • 31, 94
Replace • 102 changing • 31
Save • 101 order of priorities • 94
View Naming Conventions in Reference priority numbers • 94
Data • 103 project-wide parameters • 37
multiple naming conventions • 31, 32, 94 copying • 37
changing priorities • 31 defining • 37

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 Index

properties • 37 reference items • 83

customizing data display • 37
defining default values • 37
property values • 37, 51
copying • 37
defining default values • 37
source item types • 51

R
reference data • 31, 52, 93
reference data naming conventions • 31,
52, 93
copying naming conventions • 31
reference plant groups • 52
replacing • 93
replacing • 14, 93
file locations • 14
reference data settings • 93

S
saving • 12
servers • 86
settings • 21
parallel cables • 21
PDB internals • 21
site server • 8
connecting • 8
plant structure • 8
sites • 86
source • 31, 37, 51, 52
item types • 37, 51
naming conventions • 31, 52
plant group • 31, 37, 52
plant groups • 51
styles • 47, 48
lines • 47, 48
symbols
defining item type symbol • 45
overview • 44
removing a symbol from an item type • 46

T
target • 31, 52
naming conventions • 31, 52
plant group • 31, 52

U
uniqueness level • 83
circuit internal components • 83
circuits • 83

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