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    AVEVA Solut ions Ltd

    Disclaimer

    Information of a technical nature, and particulars of the product and its use, is given by AVEVASolutions Ltd and its subsidiaries without warranty. AVEVA Solutions Ltd and its subsidiaries disclaim

    any and all warranties and conditions, expressed or implied, to the fullest extent permitted by law.

    Neither the author nor AVEVA Solutions Ltd, or any of its subsidiaries, shall be liable to any person orentity for any actions, claims, loss or damage arising from the use or possession of any information,particulars, or errors in this publication, or any incorrect use of the product, whatsoever.

    Copyright

    Copyright and all other intellectual property rights in this manual and the associated software, and everypart of it (including source code, object code, any data contained in it, the manual and any otherdocumentation supplied with it) belongs to AVEVA Solutions Ltd or its subsidiaries.

    All other rights are reserved to AVEVA Solutions Ltd and its subsidiaries. The information contained in

    this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrievalsystem, or transmitted without the prior written permission of AVEVA Solutions Ltd Where suchpermission is granted, it expressly requires that this Disclaimer and Copyright notice is prominentlydisplayed at the beginning of every copy that is made.

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

    The AVEVA products described in this guide are to be installed and operated strictly in accordance withthe terms and conditions of the respective licence agreements, and in accordance with the relevantUser Documentation. Unauthorised or unlicensed use of the product is strictly prohibited.

    First published November 2007. This revision published February 2008.

    AVEVA Solutions Ltd, and its subsidiaries 2008.

    AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.

    Trademarks

    AVEVA and Tribon are registered trademarks of AVEVA Solutions Ltd or its subsidiaries. Unauthorised

    use of the AVEVA or Tribon trademarks is strictly forbidden.

    AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Ltd or itssubsidiaries, registered in the UK, Europe and other countries (worldwide).

    The copyright, trade mark rights, or other intellectual property rights in any other product, its name orlogo belongs to its respective owner.

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    P&ID Manager User Guide

    Contents Page

    12.01

    P&ID Manager User Guide

    2007 AVEVA Solutions Ltd

    PID Manager

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

    AVEVA P&ID Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

    Accessing P&ID Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

    Pre-configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3Post Installation Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3

    Module definition configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3

    Database configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3

    UDA creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3

    Mapping Set-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4

    ISO15926 Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4

    Attribute Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4

    Page Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:6

    P&ID Manager Opt ions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7

    The Element Release Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:8

    Set Release Behaviour of Elements on Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:8

    Display Comments Dialog on Release to 3D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9

    The File Locations Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10

    Set Default Import Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10

    Set Default Export Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:11

    The General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12

    Copying P&ID Manager Options from another Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:12Exporting P&ID Manager Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:13

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    Importing P&ID Manager Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:14

    Restore Default Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:14

    The Import Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15Viewing/Editing ISO 15926 Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:15

    Viewing/Editing Attribute Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:23

    Viewing/Editing Import Destination SCGROUP Elements . . . . . . . . . . . . . . . . . . . . . . . . . 3:25

    Viewing/Editing Equipment and Off Line Instrument Positions . . . . . . . . . . . . . . . . . . . . . 3:26

    Overwrite using Default Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:27

    The Units Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:28

    The View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:30

    Previewing Diagrams before Import . . . . . . . . . . . . . . . . . . . . . . . . 4:31Selecting Diagrams to Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:31

    P&ID Manager Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:32

    The Diagram Viewer Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:33

    Keyboard Commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:33

    Closing Diagrams and the Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:34

    Import ing Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:35

    Selecting Diagrams for Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:35

    Import Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:36

    Moving Files between Grids. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:37

    The New Diagrams Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:38

    The Updates to Existing Diagrams Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:40

    Entering Release Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:42

    Import Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:42

    Starting the Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:42

    Import Progress Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:43

    Viewing Import Errors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:44

    Viewing the Import Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:45

    Saving the Imported Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:46

    P&ID Manager Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:47

    Opening the P&ID Manager Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:47

    The Element Hierarchy in the Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:48

    Using the Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:52

    Element Right-Click Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:52

    Applying a Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:54

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    Viewing Element Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:55

    Creating Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:55

    Creating, Viewing and Deleting Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:57Deleting other Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:58

    Renaming Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:59

    Moving Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:59

    Releasing and Unreleasing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:59

    Saving Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:60

    Viewing Imported Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:63

    Selecting Diagrams to View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:63

    The P&ID Manager Diagram Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:64

    P&ID Manager Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:65

    Appendix: Regular Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:67

    Al ternat ion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:67

    Grouping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:67

    Quanti fication using Metacharacters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:67

    Regular Expression Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:72

    Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:72Matching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:73

    Escape Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:73

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    Introduction

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    1 Introduction

    1.1 AVEVA P&ID Manager

    AVEVA P&ID Manager is an add-in to PDMS 12.0 and is used to import P&ID data intoPDMS Schematic databases. The P&ID data is imported from an XML file, the content of

    which complies with ISO 15926. The ISO 15926 XML file may be exported from AVEVAP&ID Designer, AVEVA VPE P&ID and from other supported P&ID Systems.

    AVEVA are committed to the use of open standards for the interchange of plant databetween AVEVA and 3rd party products. ISO 15926 is an open standard for therepresentation of process plant life-cycle information. This representation is specified by ageneric, conceptual data model designed to be used in conjunction with reference data:standard instances that represent information common to a number of users, processplants, or both. For further information and for details of what P&ID systems can feed datainto the PDMS Schematic model through AVEVA P&ID Manager, contact your local AVEVAsales office.

    Once imported, P&ID data in the schematic database can be viewed and managed via a

    hierarchical data explorer (P&ID Manager Explorer). This explorer includes facilities forreleasing selected schematic elements to the AVEVA P&ID 3D Integrator, for integrationwith the 3D Design Model database. Facilities are also provided to view P&IDs, both beforeand after import, using the Adobe SVG Viewer (Version 3.0.2). A set of standard PDMSreport templates which report against the schematic database are also included

    1.2 Accessing P&ID Manager

    When P&ID Manager is installed, an additional option is displayed in the main Design menubar:

    The P&ID Manager menu consists of four main options:

    The File sub-menu is used to view previews of the P&IDs available to be imported, andto carry out imports. See Section 4 Previewing Diagrams before Import and Section 5Importing Diagrams.

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    The Options sub-menu is used to set options which control how P&ID Manageroperates. See Section 3 P&ID Manager Options.

    For pre-configuration details, i.e. details of procedures that should be completed beforestarting to use P&ID Manager, see Section 2 Pre-configuration.

    The Display sub-menu is used to view imported data in a hierarchical data Explorer,and to view imported P&IDs. See Section 6 P&ID Manager Explorer and Section 7Viewing Imported Diagrams.

    A number of reports can be run on the Schematic Database. For further details, see Section

    8 P&ID Manager Reports.

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    Pre-configuration

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    2 Pre-configuration

    2.1 Post Installation Tasks

    2.1.1 Module def in it ion conf igurat ion

    In order to use P&ID Manager it must be possible to write to the Schematic databases fromwithin the Design module. This can be configured by changing the module definition withinthe PDMS Admin module as follows :-

    1. Open the Admin module.

    2. Select Module definitions from the Project menu.

    3. Select the Design module and then click onAdvanced Sett ings

    4. Set the Schematic database mode to Read/Write.

    5. Click onApply, close the dialog and select Save Work from theAdmin menu.

    2.1.2 Database configurat ion

    P&ID Manager requires at least one Schematic database in the MDB being used.

    To make full use of the features available in P&ID Manager it is also recommended that aDictionary database is created for the definition of the default P&ID Manager UDAs.

    2.1.3 UDA creation

    P&ID Manager makes use of UDAs to store additional attribution from the source ISO15926files. Of particular importance are the UDAs used to store information about pageconnectivity and source system persistent identities. The UDAs should be added to theMDB as follows:

    1. Create a Dictionary database and ensure it is part of the MDB in use.2. Open the Lexicon Module.

    3. At the command prompt type:

    $M/ / PI DManager Creat eUDAs. macsavewor kcompi l ef i ni sh

    ....substituting pdms i nst al l di r for your PDMS installation directory.

    When up-grading from a previous version of P&ID Manager you should run the UDAcreation script provided with the new version. This is to ensure that your schematicdatabase contains any new UDA's required by P&ID Manager.

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    2.2 Mapping Set-Up

    AVEVA P&ID Manager includes a default set of ISO15926 and attribute mappings. These

    are intended to give a reasonable starting point for the use of P&ID Manager, but will needto be assessed for each project, and amended or added to where appropriate. P&IDManager provides tools which help in this task. See Section 3.4 The Import Tab in ChapterP&ID Manager Options.

    2.2.1 ISO15926 Mapping

    The default ISO15926 mappings map a commonly used set of ISO15926 classifications totheir corresponding GTYPE and SCSTYPE in the AVEVA P&ID schematic database.

    The ISO15926 mappings can be configured before importing any data, either manually orby analysis of a set of source files, or may be configured after importing the data byanalysing the database(s). Once the mappings have been edited any data in the schematic

    databases may have the mappings reapplied in order to update their attribution. Please seeSection 3.4.1 Viewing/Editing ISO 15926 Mappings in Chapter P&ID Manager Options.

    2.2.2 Attribute Mapping

    Attribute mappings should be configured before loading data as any changes to themappings will require the data to be updated (re-imported) in order for them to take effect.Attribute mappings are crucial to the page matching process and must be correctlyconfigured for diagrams to be matched and merged.

    There are currently no utilities to help in the analysis of the source data for creating attributemappings.

    If using the default UDAs then all of the core attributes from the source data should alreadybe populated, but system specific attributes stored within the GenericAttributes elements inthe import files will not be present. To configure your attribute mappings:

    1. Analyse the source data to determine which XML elements to load from within theGenericAttributes elements.

    2. Choose which core attributes or UDAs to store them in, in the database.

    Note: To avoid conflicting with existing mappings it is recommended that additionaldata is loaded into your own UDAs.

    3. Add the necessary entry in the AttributeMapping dialog.

    For example if the source data had the following:

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    Then the Specification attribute, in bold, may be mapped to a database attributeas below:

    The source data may use system specific attributes in order to specify how segments areconnected across diagrams. In order to ensure that cross page connections can beconnected during import do the following:

    1. Choose a sample of the source files2. For each file find the values of the CrossPageConnection/@AttributeName

    For example:

    3. Determine whether the referenced attributes are inside GenericAttributes elements inthe source file.

    4. For those that are inside GenericAttributes elements use the AttributeMapping dialog toload the source attributes identified into the database. (See above for PipeId mapping)

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    Notes

    The UDA :Pmgdfltmatch is defined for this purpose, if more than one attribute isidentified then more UDAs may need to be defined.

    PipeId is used in the VPE and P&ID Designer exports for matching page connectionsand is provided pre-configured for page matching to operate from these source tools.

    Please see Section Viewing/Editing Attribute Mapping in Chapter P&ID Manager Options forfurther information.

    2.2.3 Page Matching

    If you encounter issues with on and off page connectors not being correctly associated thenconsult SectionAttribute Mapping.

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    3 P&ID Manager Options

    The Options dialog is used to set options which control how P&ID Manager operates. Toaccess the Options dialog, select Options from the P&ID Manager menu. The Optionsdialog is then displayed. The Options dialog can also be accessed from the Import dialog(see Section 5 Importing Diagrams).

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    The Options dialog consists of six tabs, as described below.

    To save changes to the options and exit the dialog, select the OK button.

    To exit the dialog without saving, select the Cancel button.

    3.1 The Element Release Tab

    Some elements in the schematic database may be accessed by AVEVA P&ID 3D Integrator,for integration into the PDMS design database. Access to such elements by AVEVA P&ID3D Integrator is controlled by the schematic database release status of these elements.

    The Element Release tab is used to specify:

    The element release status related actions carried out during the import of anISO15926 file into the schematic database.

    If the Release Comment dialogue box is displayed during release related activities,either initiated during an import, or from the P&ID Manager user interface.

    3.1.1 Set Release Behaviour of Elements on Import

    This option defines the element release status related actions that are carried out during theimport of an ISO15926 file into the schematic database.

    Select the required option from the drop-down list:

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    The effects of selecting each of these options on the release status of elements is shown inthe following table:

    Note: If the Error if currently released option is selected, an error message will bedisplayed when items that are already present in the database and are released, arere-imported. The import of such elements will be aborted.

    3.1.2 Display Comments Dialog on Release to 3D

    If the release comments are to be entered when data is released and unreleased to theP&ID 3D Integrator, check the Enable Release Comments checkbox. If not, uncheck thecheckbox.

    If the checkbox is checked, when data is released and unreleased using the P&ID ManagerExplorer, the Release Comments dialog is displayed, into which comments can be entered(see Section 6 P&ID Manager Explorer).

    Also, a Release Comments field is displayed on the Import dialog (see Section 7 ImportingDiagrams) for use when the release status of an element is automatically changed whendiagrams are imported.

    Selected Option

    Release status after impor t o f...

    New Elements(not imported

    before)

    Existing Elements (already in database)

    Currently Released Currently not

    Released

    Error if currentlyreleased

    Not Released Released

    (see note)Not Released

    Release on Import Released Released Released

    Recall releaseditems on Import

    Not Released Not Released Not Released

    Retain releasestatus on Import

    Not Released Released Not Released

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    3.2 The File Locations Tab

    The File Locations tab is used to specify the default folders for data imports and exports.

    3.2.1 Set Default Import Locat ion

    The default location which is accessed when browsing for ISO15926 files to import or viewis displayed in the Default Location field of the Data Import row in the File Locations grid.

    To change the default folder, select the Data Import row, and press the Modify button. TheBrowse for Folder dialog is then displayed.

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    Browse for the required folder and press the OK button. The new location is then displayedin the Default Location field.

    3.2.2 Set Default Export Locat ion

    The default location to which Options data is exported (see Section 3.4 The Import Tab), isspecified in the Default Location field of the Data Export row in the File Locations grid.

    To change the default folder, select the Data Export row, and press the Modify button.

    The Browse for Folder dialog is then displayed. Browse for the required folder and press theOK button. The new location is then displayed in the Default Location field.

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    3.3 The General Tab

    The General tab is used to:

    Copy Options settings from another project associated with the same PDMS instance/Installation.

    Import Options settings from files exported from another PDMS installation.

    Export Options settings to files for importing into other PDMS installation.

    Reset the project to the default installation settings.

    3.3.1 Copying P&ID Manager Options from another Project

    P&ID Manager option settings apply to the current project. P&ID Manager creates a recordof P&ID Manager related options of a project, which it stores locally. This is done when aProject is opened in PDMS, with P&ID Manager installed, and the default P&ID ManagerOptions are amended.

    To copy project options from another project, press the Copy from Project button. TheSelect Project dialog is then displayed and all Projects which have P&ID manager Options

    defined will be displayed.The Select Project dialog is then displayed.

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    The dialog lists all of the projects on the current PDMS installation for which P&ID Manageroptions have been saved.

    Press the OK button. The options are then copied from the selected project. A message isdisplayed when the copy is complete.

    3.3.2 Exporting P&ID Manager Options

    P&ID Manager options can be exported to a file, which can then be imported by other PDMSinstallations for use by other projects (see below).

    Press the Export button. The Browse for Folder dialog is then displayed. Browse for thelocation that the options file is to be exported to and press the OK button.

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    The options specified for the current database are then exported to that location into a filewith the default name of_Opt i ons. zi p. A message is displayed when theexport is complete.

    3.3.3 Importing P&ID Manager Options

    As described above, the options settings of a project can be exported to a file. This file canthen be imported into another project. The options settings of that project are then changedto those in the file.

    Press the Import button. The Browse for Folder dialog is then displayed. Browse for the zipfile containing the options. The default file name of the export files is_Opt i ons. zi p.

    Select the OK button. The import then takes place, and the existing options settings arereplaced by those in the import file. A message is displayed when the import is complete.

    3.3.4 Restore Default Options

    To restore the default P&ID Manager options, press the Reset Defaults button. A messageis displayed when the restoration is complete.

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    3.4 The Import Tab

    The Import tab is used to: set up mappings between ISO15926 designations and GTYPES/SCSTYPES

    map system/project specific attributes from the source files to schematic or userdefined database attributes

    set default SCGROUP database elements to import diagrams, off-line instruments, off-line equipment and pipelines into

    set the default coordinates of equipment and off-line instruments

    specify whether or not missing attribute values are to be replaced by default attributevalues on import

    3.4.1 Viewing/Editing ISO 15926 Mappings

    GTYPEs identify the generic component types of the items that may be created in the 3Ddatabase from the imported schematic items.

    SCSTYPEs (not to be confused with SCTYPEs) are GTYPE sub-types, used to furtheridentify GTYPEs.

    GTYPEs/SCSTYPEs are associated with schematic items by mapping them to theISO15926 designations of schematic items in the import files. Each ISO15926 designationrepresents a component type in the schematic source.

    The GTYPE value also affects the schematic database element created. If the GTYPE is setto 'VALV', 'VTWA' or 'VFWA' then an SCVALV schematic element is created.

    In the absence of a GTYPE value of 'VALV', 'VTWA' or 'VFWA' only SCFITT, SCINST and

    SCTUB schematic database elements will be created.

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    Note that not all schematic items have equivalents in the 3D database. Such items do notneed to have mappings set up against their ISO15926 designations.

    To view or edit the mappings between ISO15926 designations and corresponding GTYPE/SCSTYPE combinations, press the View/Edit ISO 15926 Mapping button. The ISO15926Mapping dialog is then displayed.

    The grid displays any mappings that have already been set up. A limited set of defaultmappings are supplied with P&ID Manager.

    To add a new mapping, click on the blank row at the bottom of the grid enter the designationof the schematic item type in the ISO 15926 Designation field.

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    Note: Lists of designations can be imported into these fields from a file, or from anotherdatabase (see below).

    Complete the mapping by selecting a GTYPE, and if applicable, entering an SCSTYPE.

    Note that mappings can be automatically completed in accordance with user-defined rules(see below).

    To delete existing mappings, select the rows containing the mappings and press the DeleteSelected Row(s) button.

    To delete all mappings, press the Delete All button.

    To close the dialog and save any changes, press the OK button.

    To close the dialog without saving changes, press the Cancel button.

    Import Designat ions from Fi le

    The ISO 15926 Designation fields can be completed by importing a list of designationsfrom a file.

    To import designations from a file, press the Populate ISO 15926 Designations from Filebutton. The Import dialog is then displayed.

    Browse for the XML file that contains the designations. Once the file is selected, press theOpen button. This button will not be active until an XML file has been selected.

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    The designations in the file are then copied into the ISO 15926 Designation fields. Notethat designations already listed in these fields are not imported, and therefore existingmappings will not be overwritten.

    If the selected file does not contain any valid designations, an error message is displayed.

    Setting up Rules for Automatic Completion of ISO 15926 Mappings

    ISO 15926 mappings can be automatically completed. The automatic completion is carriedout in accordance with rules set up by the user. For example, the user can specify that theGTYPE of VALV is automatically mapped to the Control Valve designator.

    To set up the rules for automatic completion, press the Configure Auto Complete button.The Auto Complete Configuration dialog is then displayed.

    To set up a rule:

    1. In the Rule field enter a Regular Expression that is used to select which designatorsare to be mapped using the rule.

    For example, if the rule is to map Control Valves, enter CONTROL VALVE. If the rule isto be used to map different sorts of valve, enter VALVE. All designators containing"VALVE" would be mapped using this rule.

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    For guidance on using Regular Expressions see Section 9 Appendix: RegularExpressions.

    2. In the GTYPE field, select the GTYPE that designators selected by the rule expression

    are to be mapped to.

    3. In the SCSTYPE field, if required, enter the SCSTYPE that designators are to bemapped to.

    4. The order in which rules are listed is the order in which they are processed.

    To change the position of a rule in the list of rules, select the row containing the rule andpress the up or down arrow button as required.

    Once a rule has been applied to an ISO15926 designator, the mapping it appliescannot be overwritten during that process by another rule.

    If the Overwrite existing values checkbox is checked, existing mappings are overwrittenwhen rules are applied. If the checkbox is unchecked, existing mappings, either entered by

    the user or set by a previous Auto Complete process, are not overwritten.To delete existing rules, select the rows containing the rules and press the Delete SelectedRow(s) button.

    To delete all rules, press the Delete All button.

    To close the dialog and save any changes, press the OK button.

    To close the dialog without saving changes, press the Cancel button.

    Automatically Completing ISO 15926 Mappings

    To automatically complete the ISO 15926 mappings using the rules set up using the AutoComplete Configuration dialog (see above), press the Au to Complete button. The

    mappings are then completed in line with the current rules.

    - Example

    The list of designators is as displayed below:

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    The following rule is set up:

    TheAu to Complete button is pressed.

    The mapping for the CHECK VALVE and CLOSED GENERAL VALVE designators areautomatically completed (they are mapped to the VALV GTYPE):

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    Import Designations from other Databases

    The ISO 15926 Designation fields can be completed by importing designations from adatabase or databases within the current MDB.

    To import designations from other databases, press the Populate from Database(s) button.

    The Select Database dialog is then displayed.

    The dialog lists all the Schematic databases in the Master database (MDB).

    To select the database(s) to import designations from, check the appropriate Applycheckboxes.

    Once the required selections have been made, press the OK button. The import then takesplace.

    Press the Cancel button to close the dialog without proceeding with the import.

    The designations in the selected databases are then copied into the ISO 15926Designation fields. Note that designations already listed in these fields are not imported,and therefore existing mappings will not be overwritten.

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    Overwrite Mappings in Databases with Current Mappings

    If designation/GTYPE mappings are changed after imports have already taken place, forexample if the name of a component type in the source diagrams is changed, this maymean that elements already imported into the database have the wrong mappings.

    To apply the current mappings to elements already imported into the Schematic database(s)in the current MDB, or to apply the mapping to elements in another database, press theRe-apply to database(s) button.

    The Select Database dialog is then displayed.

    The dialog lists all the Schematic databases on the MDB. Select the required databases as

    described above, and press the OK button.

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    3.4.2 Viewing/Edit ing Attribute Mapping

    To map system/project specific attributes from the source files to schematic or user defined

    database attributes, or to view existing mappings, select the View/Edit Attribute Mappingbutton. The Attribute Mapping dialog is then displayed.

    Proceed as follows for each mapping to be set up or edited. Enter new mappings in theblank row beneath the completed rows:

    1. The Type field displays the SCTYPEs to which the mapping is to be applied. To selectthe SCTYPEs, press the ... button at the end of the field. The Select Values dialog isthen displayed.

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    2. The Select Values dialog consists of two lists. The Available Values list lists theSCTYPEs which are available for selection. The Selected Values list lists theSCTYPEs that have been selected.

    To select an SCTYPE, select it in the Available Values list and press the > button totransfer it to the Selected Values list.

    To de-select an SCTYPE, select it in the Selected Values list and press the < button totransfer it back to the Available Values list.

    Use the >> button to move all SCTYPEs to the Selected Values list. Use the

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    3.4.3 Viewing/Editing Import Destination SCGROUP Elements

    When diagrams (SCDIAG), off-line instruments (SCOINS), off-line equipment (SCEQUI)and pipelines (SCPLIN) are imported, they are automatically placed in groups (SCGROU)within the database hierarchy.

    The groups that these elements are placed in can be specified by the user using the ImportDestination Groups dialog. Otherwise, these elements are instead placed in default groups,which are automatically created in the database as part of the import process (if they do notalready exist).

    The default groups are named according to the following format:

    / */

    For example:

    To view or edit the groups into which diagrams, off-line equipment, equipment and pipelinesare imported into, select the View/Edit Import Destination Groups button. The Import

    Destination Groups dialog is then displayed.

    The Database field displays the name of the current Schematic database. To view/changethe import destination groups of another database, select it from the drop-down list. The listconsists of every Schematic database in the MDB.

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    The grid beneath the Database field lists the four element types and the names of thegroups into which they are imported.

    To select a different group for an element type, select the ... button at the end of the row.The Select Group dialog is then displayed:

    Browse for the required group and select the OK button. Press the Cancel button to closethe dialog without making any changes.

    Repeat as required for each of the four element types.

    Press the OK button to close the Import Destination Groups dialog and save the changesthat have been made. Press the Cancel button to close the dialog without saving changes.

    3.4.4 Viewing/Editing Equipment and Off Line Instrument Positions

    The attributes of imported equipment and off line instruments may not include a 3D positionfor these items. Therefore a default position to be used when creating 3D elements may bespecified for use by such items.

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    The default position is entered in the Off Line Equipment and Instrument DefaultPosition field. For example:

    For details of the format in which the coordinates must be entered, refer to PDMS 12.0documentation.

    3.4.5 Overwrite using Default Attributes

    This setting of the Overwrite Attributes checkbox controls the default setting of theOverwrite Attributes checkbox on the Import Dialog.

    If the checkbox on the Import dialog is checked, then attribute values not present inimported files will be replaced by default values, which will overwrite the existing values ofthose attributes in the database.

    If the checkbox is unchecked, existing values of attributes in the database will be retainedwhen imported files do not include values for these attributes.

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    3.5 The Units Tab

    Different diagrams may include measurements in different units of measure. For example,

    on one diagram weight may be measured in Kilograms, on another it may be measured inPounds. On import, all such measurements are converted into the units of measure used inthe schematic database.

    The Units tab is used to select the units of measure that measurements are to be convertedinto. For example, the tab can be used to specify that all weight attributes values are to beconverted into Kilograms and all Volume attribute values are to be converted into CubicMetres.

    In theAngle,Area, Pressure, Temperature, Volume and Weight fields, select the unit ofmeasure to be applied to values measured in these unit types.

    Note that the value in the Distance field cannot be changed because all distances arestored in millimetres in the database.

    The default units of measure are as follows:

    Unit Type Default Units of Measure

    Angle Degrees

    Area Square Metres

    Distance Millimetres

    Pressure Bar

    Temperature Degree Celsius

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    3.6 The View Tab

    The maximum number of diagrams that can be open at the same time in the P&ID ManagerDiagram Viewer is specified on this tab.

    Enter the required number in Maximum number of diagrams which may be viewedconcurrently field.

    The minimum number is 1. The maximum number is 20.

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    4 Previewing Diagrams before Import

    4.1 Selecting Diagrams to Preview

    To view previews of diagrams that are available for import, selectFile > View from the P&IDManager menu.

    The Open dialog is then displayed:

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    Browse for and select the XML file or files of the diagrams to be previewed (each filecontains data for a single P&ID), and press the Open button. The default import file locationis specified on the File System tab of the Options dialog (see Section 3 P&ID Manager

    Options).

    Note that there is a limit to the number of diagrams that can be viewed at the same time.This is set on the View tab of the Options dialog (see Section 3 P&ID Manager Options). Anerror message is displayed if more files than this number are selected.

    If all of the selected files are invalid, an error message is displayed, listing the invalid files.No diagrams are displayed.

    If some of the selected files are invalid, a warning message is displayed, listing the invalidfiles. The message gives the user the option of continuing or cancelling. If the user choosesto continue with the procedure, only diagrams associated with valid files are displayed.

    4.2 P&ID Manager Diagram ViewerThe P&ID Manager Diagram Viewer is then displayed.

    The viewer displays the selected diagrams. Each diagram is displayed on a tab, labelledwith diagram file name.

    Hover the mouse cursor over a tab to display the file name and location of the diagram file.

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    If multiple diagrams are being displayed, their tabs may not all fit in the viewer window. If thisis the case, forward > and back < buttons will be displayed in the bottom-right hand cornerof the window to enable these tabs to be displayed.

    4.2.1 The Diagram Viewer Toolbar

    The Diagram Viewer toolbar is automatically displayed.

    It consists of the following buttons:

    Note: Bookmarks are not saved when the Diagram Viewer is closed.

    4.2.2 Keyboard Commands

    Useful keyboard commands include:

    To zoom into an area of a diagram, press Ctrl and left click on that area.

    Press Ctrl+Shift to zoom out.

    To pan, hold down Alt and the left mouse button and drag the cursor in the requireddirection.

    Zoom In

    Zoom Out

    Zoom to Window - zooms out so that the entire diagram is visible

    Set Bookmark - saves the current view - saved views are known as bookmarks

    Previous Bookmark - sets the view to the bookmark that was set before thecurrent bookmark

    Next Bookmark - sets the view to the bookmark that was set after the currentbookmark

    Delete Bookmark - deletes the current bookmark

    Clear All Bookmarks - deletes all bookmarks

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    4.2.3 Closing Diagrams and the Viewer

    To close a diagram, right-click on the tab of the diagram and select the Close Tab option.

    To close all diagrams, select the Close Al l Tabs option.

    To close the viewer, select the X button in the top-right-corner of the window.

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    5 Importing Diagrams

    5.1 Selecting Diagrams for Import

    From the P&ID Manager menu, select File > Import.

    The Open dialog is then displayed:

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    Browse for and select the XML file or files of the diagrams required for import into theSchematic database, and press the Open button. The default import file location is specifiedon the File System tab of the Options dialog (see Section 3 P&ID Manager Options).

    The files contain engineering item and graphical data. This data is exported from AutoCADP&ID drawings using the AVEVA P&ID Designer, from AVEVA VPE P&ID, and othersupported P&ID systems. Contact your AVEVA Sales office for details.

    If all of the selected files are invalid, an error message is displayed, listing the invalid files.The file selection is cancelled.

    If some of the selected files are invalid, a warning message is displayed, listing the invalidfiles. The message gives the user the option of continuing with the import or cancelling. Ifthe user chooses to continue with the import, only the valid files are imported.

    Note: The diagram name attribute in the schematic database has a maximum length of 50characters. Diagram names in the schematic database begin with a / character. If

    a diagram name in an import file does not begin with a / character, then P&IDManager adds one to the beginning of the diagram name on import.

    Diagram names in import files may therefore be no more than 50 characters, if thediagram name begins with a / character, or no more than 49 characters if thediagram name does not begin with a / character. If these lengths are exceeded thenthe import of that file will fail. A message indicating the reason for the import failurewill be included in the import summary.

    The Import Dialog is then displayed.

    5.2 Import Dialog

    The Import dialog displays details of the diagram data files selected for import (see Section5.1 Selecting Diagrams for Import). Each of these files contains data for a single diagram.

    The dialog is used to select import options, and to carry out the import.

    The selected files are displayed in two grids:

    The New Diagrams gr id lists files containing details of diagrams that are not present in

    the database.

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    The Updates to Existing Diagrams grid lists files containing details of diagrams thatare already present in the database.

    If the name of the diagram in a file matches the name of a diagram that has been imported

    before, the system adds the file to the Updates to Existing Diagrams grid. Otherwise the fileis added to the New Diagrams grid.

    If required, diagrams can be moved from one grid to another (see below).

    To select additional files for import, select theAdd Diagrams button.

    The Open dialog is then displayed. Select files as described in Section 5.1 SelectingDiagrams for Import.

    To delete a file, either right-click on it and select the Remove Row option from the menuthat is then displayed, or press the Delete key.

    To exit the Import dialog without completing the import, press the Cancel button.

    5.2.1 Moving Fi les between Grids

    The user can move files from one grid to another if required, i.e:

    If a previously imported diagram with a new diagram name is selected for import, thesystem assigns it to the New Diagrams grid. The user can move it to the Updates toExisting Diagrams grid, and select the name of the diagram in the database that it is toupdate.

    If a new diagram is selected for imported that has the same name as a diagram alreadyin the database, the system assigns it to the Updates to Existing Diagrams grid. Theuser can move it to the New Diagrams grid and change the diagram name so that itdoes not overwrite the existing diagram on import.

    To move a file or files from the New Diagrams grid to the Updates to Existing Diagrams grid,select it/them in the New Diagrams grid and either double-click on it, or press this button:

    Multiple files can be selected as follows:

    To select a range of files, hold down the Shift key and left-click on the first file in therange. Still holding down the Shift key, left-click on the last file in the range. Both ofthese files, and every file listed in between them, is then selected.

    To select multiple files that are not in a contiguous range, hold down the Ctrl key andleft-click on each of the required files.

    To move all files from the New Diagrams grid to the Updates to Existing Diagrams grid,

    press this button:

    To move a file or files from the Updates to Existing Diagrams grid to the New Diagrams grid,select it/them in the Updates to Existing Diagrams grid and either double-click on it, or pressthis button:

    To move all files from the Updates to Existing Diagrams grid to the New Diagrams grid,press this button:

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    5.2.2 The New Diagrams Gr id

    The New Diagrams grid displays the file name and diagram name of the import files whichinclude data for new (i.e. previously unimported) diagrams.

    The Destination SCGROUP fields are used to select database locations for new diagrams,i.e. where they will be located in the database after the import has taken place. The fielddefaults to the default location specified in the P&ID Manager options (see Section 3 P&IDManager Options).

    Default destination groups will be created on first use of the P&D Manager if they do notalready exist in the schematic database.

    Selecting a SCGROU

    To select a different location for a diagram, press the button at the end of the field:

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    The Select Group dialog is then displayed:

    Browse for the required group and press the OK button.

    The selected group is then displayed in the Destination SCGROUP field for the diagram.

    Once the required destination group for each diagram has been selected, they are ready tobe imported (see Section 5.2.6 Starting the Import).

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    5.2.3 The Updates to Existing Diagrams Grid

    The Updates to Existing Diagrams grid displays the file name and diagram name of theimport files which include data for previously imported) diagrams.

    The Matched DB Diagram Name fields display the diagram name of the diagrams in thedatabase that the listed diagrams will updated when the import takes place.

    Where a diagram was placed in this grid by the system, the Matched DB Diagram Namefield will be the same as the entry in the Diagram name. A different diagram can be selected

    if required (see below).

    If the diagram was transferred into this grid by the user from the New Diagrams grid, thefield will be blank. If must be completed before the import can take place.

    Selecting a Diagram Name

    To select a diagram name, press the button at the end of the field.

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    The Select Diagram dialog is then displayed:

    Browse for the required diagram and press the OK button.

    The selected diagram name is then displayed in the Matched DB Diagram Name field forthe diagram.

    Once a matching diagram name has been selected for each diagram has been selected,they are ready to be imported (see Section 5.2.6 Starting the Import).

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    5.2.4 Entering Release Comments

    As part of the import procedure, depending on the settings specified on the Options dialog(see below), elements may be automatically released.

    If this is the case, comments may be entered regarding the change in release status andrecorded against each released element in the schematic database.

    Whether or not this field is displayed is also specified on the Options dialog.

    5.2.5 Import Options

    Release behaviour on import, including comment entry dialogue display, is specified on theElement Release tab of the Options dialog.

    To review or change the import settings, such as the ISO15926 or attribute mappings,before an import, press the Options button. The Options dialog is then displayed. Refer to

    Section 3 P&ID Manager Options for details.

    5.2.6 Starting the Impor t

    To import the selected diagram data files, press the Import button.

    The button is disabled if the Updates to Existing Diagrams grid lists any diagrams that donot have an existing diagram name assigned to them in the Matched DB Diagram Namefield.

    The Import Progress dialog is then displayed.

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    5.3 Import Progress Dialog

    The Import Progress dialog is displayed when the Import button on the Confirm Import

    dialog is pressed.

    The grid displays the file name and diagram name of each diagram selected for import.

    The Import Status fields display the import progress of each diagram, i.e. whether they arewaiting to be processed, currently being imported, successfully imported, imported but witherrors, or failed to be imported.

    Each diagram is processed in turn. Once this has been completed, P&ID Manager attemptsto match any off-page connections in the imported diagrams with those of diagrams already

    in the Schematic database.

    Beneath the grid, the overall progress of the above processes, and status of the import isdisplayed.

    To close the dialog after the import is completed, press the Close button.

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    5.3.1 Viewing Import Errors

    To view error messages generated during the import, press the View Errors button. Thebutton is only enabled if errors were generated.

    The Import Errors Report dialog is then displayed:

    The dialog is divided into two grids. The Import Diagrams grid lists the imported diagramsand their file names. The Import Diagram Errors displays the error messages associatedwith the diagram selected in the Import Diagrams grid.

    To close the Import Errors Report dialog, press the Close button.

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    5.3.2 Viewing the Import Summary

    To view a summary of the imported data, press the View Summary button. The ImportSummary dialog is then displayed:

    The dialog presents a summary of the imported data including any encountered errormessages.

    To copy the summary to a text file, press the Write to File button. In the Save As dialog thatis then displayed, select the name and location of the text file.

    To close the dialog, press the Close button.

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    5.4 Saving the Imported Data

    Imported data is not saved into the Schematic database until a Save Work takes place.

    To save changes to the database, either select the Save Work toolbar button , or select

    the Save Work option from the Design menu.

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    6 P&ID Manager Explorer

    Once imported into the Schematic database, P&ID data can be viewed in a hierarchical dataExplorer.

    The Explorer can also be used to release the data in the Schematic database to the P&ID

    3D Integrator.

    6.1 Opening the P&ID Manager Explorer

    To open the P&ID Data Explorer, selectDisplay > Explorerfrom the P&ID Manager menu.

    The P&ID Data Explorer is then displayed.

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    6.2 The Element Hierarchy in the Explorer

    Each element in the Schematic database is assigned a component type (SCTYPE).

    Elements in the Explorer are arranged by SCTYPE, in the following hierarchy.

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    Schematic WORL *: The topmost level of the Schematic database hierarchy within whichall other elements exist. Cannot be moved, renamed or deleted.

    SCGROU: Administrative elements containing groups of elements.

    By default, groups for Diagrams, Instruments, Equipment and Pipelines are createdautomatically when these elements are imported into the database. Other groups arecreated as required by users (see Section Creating Groups). The default groups can bechanged using the Options dialog (see Chapter P&ID Manager Options).

    Note: Groups may also contain other groups, which may in turn contain any of theelements a higher level SCGROU may contain.

    SCDIAG: Diagram elements. Diagrams elements are either imported, or created by the user(see Section Creating Diagrams).

    SCEQUI: Equipment.

    SCNOZZ: Equipment nozzles.

    SCSUBE: Sub-equipment.

    TEXT: Text used to store information about the identity of items. This is provided for use by

    the system and should not be deleted or renamed by users.

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    SCOINS: Offline instruments.

    SCPLIN: Pipelines.

    SCBRAN: Pipe branches.

    SCSEG: Page/pipe segments.

    SCFITT: Fittings.

    SCINST: Process Instruments.

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    SCOPCI: Off-page connection (in).

    SCOPCO: Off-page connection (out).

    SCTUB: Tubes.SCVALV: Valves.

    Note: The following schematic element types are not supported by P&ID Manager in thecurrent release:SCHVACSCPDESSCDUCTSCHVFISCELCOSCCABSCCORESCTEMP

    SCSTEN

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    6.3 Using the Explorer

    6.3.1 Element Right-Cl ick MenusTo perform actions on an element, right-click on it to display a right-click menu on which theactions that can be carried out on the element are displayed, i.e.:

    World menu:

    Group menu:

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    Diagram menu:

    Other Releasable elements menu:

    Other elements menu:

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    6.3.2 Applying a Filter

    The displayed elements can be filtered so that only diagram elements and elements abovediagrams in the hierarchy are displayed.

    To apply the filter, check the Filtercheckbox.

    The filter is then applied.

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    6.3.3 Viewing Element Attributes

    To view the attributes of an element, right-click on the element and select the Attributesoption.

    The Attributes Form is then displayed, on which the attributes of the selected, element aredisplayed.

    All data displayed on the form is read-only.

    The form automatically changes to display the attributes of the element currently selected(the curent element or CE).

    6.3.4 Creating Groups

    To create a group, right-click on either the Schematic WORL * element, or on an existingSCGROU element. Select the Create > SCGROU option from the menu.

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    The Create Group dialog is then displayed.

    Enter the name of the new group. The following characters are not permitted in the name of

    an element:

    $

    @

    *

    ' '

    A name may be a maxiumum of 50 characters, and must be unique within the schamaticdatabase.

    Press the OK button. The group is then created beneath the selected element.

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    6.3.5 Creating, Viewing and Deleting Diagrams

    Creating Diagrams

    To create a diagram, right-click on SCGROU element in which the diagram is to be located,and, select the Create > SCDIAG option from the menu.

    The Create Diagram dialog is then displayed.

    Enter the name, description, title and number of pages of the new diagram. See SectionCreating Groups for element naming rules.

    Press the OK button. The new diagram is then added to the Explorer.

    Diagrams created in this way (rather then added to the database via the import facility) can

    act as placeholders until associated data can be imported.

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    Viewing Diagrams

    To view a diagram, select the diagram element, right-click, and select the Show Diagramoption from the menu.

    The diagram is then displayed in the P&ID Manager Diagram Viewer. See Viewing ImportedDiagrams for details.

    Deleting Diagrams

    To delete a diagram, select the diagram element, right-click, and select the Delete optionfrom the menu. The Delete Diagram dialog is then displayed.

    The name of the selected diagram is displayed in the title bar of the dialog.To delete only the diagram, leaving those elements associated with it (i.e. the items on thediagram) in the database, select the Diagram Only option.

    To delete both the diagram and associated elements, select the With Contents option. Notethat elements that are also associated with other diagrams are not deleted.

    Press the OK button to complete the deletion.

    6.3.6 Delet ing other Elements

    To delete elements other than diagrams, select the element, right-click, and select theDelete option from the menu. The Confirm Delete dialog is displayed.

    Note: If an element is deleted, all elements beneath it in the element hierarchy are also

    deleted.

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    Press the OK button to complete the deletion.

    6.3.7 Renaming Elements

    To rename an element, select the element, right-click, and select the Rename option fromthe menu. The Rename Element dialog is displayed.

    Enter the new name of the element. See Section Creating Groups for element naming rules.Press the OK button.

    It is not recommended that SCDIAG elements are renamed once loaded as it will affect theability of P&ID Manager to maintain the data associated with the diagram. Rather thanrename a diagram, it may be better to delete the diagram element and its related elementsfrom the database and reimport the diagram with the new name.

    6.3.8 Moving Elements

    Elements can be moved to different locations in the element hierarchy. To move an element,select it, and use the mouse to drag and drop it to the required location.

    Alternatively, right-click on the element and select the Cut option from the menu. Select theelement in the hierarchy beneath which the element is to be placed, right-click, and selectthe Paste option from the menu. The element is then moved to the selected location.

    Note: The selected location must be valid for the element type in the hierarchy. Forexample, a diagram element can be placed beneath a group element, but not theother way round.

    6.3.9 Releasing and Unreleasing Data

    Releasing Data to the 3D Model

    When an element is released (Release status set to ON) it is made available to the P&ID3D Integrator, i.e. the element in the Schematic database is made accessible to the P&ID3D Integrator for integration with the 3D Design Model database.

    The following types of element can be released:

    SCDI AG

    SCEQUI

    SCOI NS

    SCPLI N

    SCSEG

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    When an element is released, all its child elements (i.e. the elements beneath it in thedatabase, such as the nozzles of an equipment item) are released as well. Such elementscannot be released independently of their parent elements.

    When a diagram element is released, all elements that appear on that diagram are alsoreleased.

    To release an element and its child elements, right-click on it and select the Release to 3DStatus ON option from the menu.

    To release all the elements in a group that are eligible for release, right-click on theSCGROU element in question and select the Release to 3D Status ON option from themenu.

    To release all elements in the database that are eligible for release, right-click on theWORL* element and select the Release to 3D Status ON option from the menu.

    The Comment dialog may then be displayed.

    Whether or not this dialog is displayed is specified on the Element Release tab of theOptions dialog. See P&ID Manager Options.

    Enter comments as required, and press the OK button to complete the release.

    Unreleasing Data

    To Unrelease an element, so that it is no longer available to the P&ID 3D Integrator, right-click on the element and select the Release to 3D Status OFF option from the menu.

    The Comment dialog may then be displayed as described above. Enter comments as

    required, and press the OK buttonThe element and all its child elements are no longer accessible by the P&ID 3D Integrator.

    6.3.10 Saving Changes

    To save changes to the Schematic database, either select the Save Work toolbar button ,

    or select the Save Work option from the Design menu.

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    Note: Changes made in the explorer are not saved into the database until a Save Worktakes place.

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    7 Viewing Imported Diagrams

    7.1 Selecting Diagrams to View

    To view an imported diagram, either:

    select a diagram or diagrams in the P&ID Manager Explorer, right-click, and selectShow Diagram from the menu that is then displayed:

    or

    select a diagram or diagrams in the P&ID Manager Explorer, and select Display >Diagram Viewerfrom the P&ID Manager menu.

    Note: If the viewer was used earlier in the session and then closed, those diagrams thatwere being displayed when the viewer was closed will automatically be displayedagain the next time it is opened during that session.

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    7.2 The P&ID Manager Diagram Viewer

    The P&ID Manager Diagram Viewer is then displayed.

    The viewer displays the selected P&IDs. Each P&ID is displayed on a tab, labelled withdiagram name.

    Hover the mouse cursor over a tab to display the status and name of the diagram.

    For further details of the viewer functionality, refer to Section 4.2 P&ID Manager DiagramViewer.

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    8 P&ID Manager Reports

    Reports can be run on the Schematic database. The following report templates are providedfor this purpose:

    To run a report

    Select Utilities >Reports >Run from the main menu.

    To view or modify a template

    Select Utilities >Modify >Report.

    To create a new template

    Select Utilities >Reports >Create.

    For further details

    Refer to the Reporting Using PDMS manual.

    Template Name Report ContentPI DManager Equi pment Li st . t mp Equipment List

    PI DManager I nst r ument I ndex. t mp Instrument Index

    PI DManagerLi neLi st . t mp Line List

    PI DManager Not Rel easedI t ems. t mp Items which have not been released

    PI DManager Of f PageConnect or s. t mp All Off Page Connectors (includingunconnected)

    PI DManager Rel easedI t ems. t mp Items which have been released

    PI DManager Unconnect edOf f PageConnect or s. t mp Unconnected Off Page Connectors

    PI DManagerVal veLi st . t mp Valve List

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    9 Appendix: Regular Expressions

    This appendix explains how to use regular expressions to specify the GTYPE, andoptionally the SCSTYPE, that will be automatically mapped to an ISO15926 componentclass when using the Auto Complete feature of the Options dialog (see Section 3.4.1 Settingup Rules for Automatic Completion of ISO 15926 Mappings). It is not intended as acomprehensive guide to Regular Expressions.

    Regular Expressions are used to identify text containing characters, words, or patterns ofcharacters.

    Regular Expressions are written in a formal language that can be interpreted to identify textthat matches the provided expression. Regular expression use metacharacters, which arecharacters which have a special meaning, and literals, which are the string you wish tomatch.

    In this section all example Regular Expressions are shown in Cour i er New. All examplesof text that would match a Regular Expression used as an example are shown in Courier

    New Bold.

    The following operations are used to construct regular expressions.

    9.1 Alternation

    A vertical bar is used to separates alternatives. For example, CHECK| CHKwill match bothCHECK and CHK.

    9.2 Grouping

    Parentheses are used to define the scope and precedence of the operators. For example:

    anal og| anal ogue

    and

    anal o( g| ( gue) )

    These are equivalent, and would return positive matches on both analog andanalogue.

    Parentheses have other uses in Regular Expression construction which are beyond thescope of this guide.

    9.3 Quantification using Metacharacters

    A quantifier after a character or group defines how often the preceding element may occur.

    The most commonly used quantifiers are?, *, and +.

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    ? The question mark indicates there is zero or one of the preceding element. Forexample, t oo? matches both to and too.

    * The asterisk indicates there are zero or more of the preceding element. For example,

    ab*c matches ac, abc, abbc, abbbc, and so on. + The plus sign indicates that there is one or more of the preceding element. For

    example, ab+c matches abc, abbc, abbbc, and so on, but not ac.

    The following table contains explanations of the meaning of some commonly used RegularExpression metacharacters, and provides some simple examples of their use, to define howP&ID Manager may automatically determine the GTYPE and optionally the SCSTYPE thatshould be applied to an ISO15926 component class on import.

    Metacharacter Description Example

    .

    Matches any characterexcept a newline. If usedinside square bracketsthen the dot is treated as aliteral.

    Example:( 3. *( WAY VALVE) )

    What this expression means:Matches any component class whichcontains with any two characters(including space) followed by "WAYVALVE"

    Example matches using expression:3 WAY VALVE

    ( )Groups a series of patternelements to a singleelement

    Example:( ( BLI . . ) . ( SP. . . ) )

    What this expression means:Matches any component class whichcontains BLI followed by any 2 charactersfollowed by any 1 character followed bySP followed by any three characters.

    Example matches using expression:BLIND SPADE

    +Matches the precedingpattern element one ormore times.

    Example:( CLOSED. 4+)

    What this expression means:Matches any component class namewhich contains CLOSED followed by any

    character followed by 4.

    Example matches using expression:CLOSED 4 WAY VALVE

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    ?Matches the precedingpattern element zero orone times.

    Example:( CLOSED. 4?)

    What this expression means:Matches any component class namewhich contains CLOSED followed by anycharacter and optionally followed by 4.

    Example matches using expression:CLOSED 4 WAY VALVECLOSED VALVE

    *Matches the precedingpattern element zero ormore times.

    Example:( 4. *WAY VALVE)

    What this expression means:

    Matches any component class namewhich contains 4 followed by zero or onecharacters followed by WAY VALVE

    Example matches using expression:4WAY VALVE4 WAY VALVE

    {M, N}Denotes the minimum Mand the maximum N match

    count.

    Example:X{1, 1}

    What this expression means:Matches any component class name

    which contains one and only one XExample matches using expression:FLEXIBLE HOSE

    [ . . . ]Denotes a set of possiblecharacter matches.

    Example:[ 123]

    What this expression means:Matches any component class namewhich contains 1,2 or 3

    Example matches using expression:1 WAY VALVE2 WAY VALVEDIAPHRAGM ACTUATED 3 WAY BALL

    VALVE

    Metacharacter Description Example

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    [ n1- n2]

    Matches a range ofcharacters (alpha andnumeric), where n1 is thestart of the range and n2the end.

    Example:[ 1- 3]

    What this expression means:Matches any component class namewhich contains a character within therange 1 to 3

    Example matches using expression:1 WAY VALVE2 WAY VALVEDIAPHRAGM ACTUATED 3 WAY BALL

    VALVE

    |Separates alternatepossibilities.

    Example:( SELF ACTI NG| AUTOMATI C)

    What this expression means:Matches any component class namewhich contains SELF ACTING orAUTOMATIC

    Example matches using expression:SELF ACTING GLOBE VALVE

    AUTOMATIC GLOBE VALVE

    \ b Matches a word boundary.

    Example:( AP) \ b

    What this expression means:Matches any component class namewhich contains a word ending in AP

    Example matches using expression:FLAME TRAPEND CAP

    \ WMatches a non-alphanumeric character.

    Example:\W

    What this expression means:Matches any component class namewhich contains a non alphanumeric

    character such as a space

    Example matches using expression:Any component class name whichcontains a non alpha numeric character

    Metacharacter Description Example

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    \ sMatches a whitespacecharacter (space, tab,newline, form feed)

    Example:3\ s

    What this expression means:Matches any component class namewhich contains a 3 followed by awhitespace character

    Example matches using expression:3 WAY VALVEDIAPHRAGM ACTUATED 3 WAY

    VALVE

    \ SMatches anything BUT awhitespace.

    Example:2\ S

    What this expression means:Matches any component class namewhich contains a 2 followed by any nonwhitespace character

    Example matches using expression:2WAYVALVECLOSED2WAYVALVE

    \ d Matches a digit, same as[0-9].

    Example:\ d

    What this expression means:Matches any component class namewhich contains a single digit

    Example matches using expression:PISTON ACTUATED 4 WAY VALVECLOSED 3 WAY VALVE

    \ D Matches a non-digit.What this expression means:Matches any component class namewhich contains a non digit

    ^Matches the beginning of aline or string.

    Example:( PI STON)

    What this expression means:

    Matches any component class namewhich begins with PISTON

    Example matches using expression:PISTON ACTUATED 4 WAY VALVEPISTON ACTUATED GENERAL

    VALVE

    Metacharacter Description Example

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    9.4 Regular Expression Guidel ines

    9.4.1 Case

    Regular Expressions are case sensitive, and capitalised metacharacters often have differentmeanings to their lowercase equivalents.

    By default regular expression matching is also case sensitive.

    Component class names in an ISO15926 format import file are in Camel case. Camel caseis the practice of writing compound words or phrases, in which the words are joined withoutspaces and are capitalised within the compound. For example:

    BallValve

    On importing an ISO15926 file, P&ID Manager converts component class names fromCamel case to upper proper case. The above example would be converted to:

    BALL VALVE

    All ISO 15926 Designator references made within P&ID Manager should be in upper propercase.

    All references made to ISO 15926 designators in auto complete rules, either in full, as in:

    BALL VALVE

    ...or as part of a regular expression:

    BALL

    $Matches the end of a lineor string.

    Example:( FI LTER) $

    What this expression means:Matches any component class namewhich ends with FILTER

    Example matches using expression:INLINE BASKET FILTER

    INLINE FILTER

    \ AMatches the beginning of astring (but not an internalline).

    For the purposes of component classmapping this is equivalent to

    \ Z Matches the end of a string(but not an internal line). For the purposes of component classmapping this is equivalent to $

    [ . . . ]Matches every characterexcept the ones insidebrackets.

    What this expression means:Allows a component class to be selectedbased on a list of excluded characters.

    Metacharacter Description Example

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    9.4.2 Matching

    To match a group of characters, surround the characters with parenthesis. For example:

    ( PI NCH VALVE)

    Will find a match wherever PI NCH VALVE appears in a Component Class, such as:

    PISTON ACTUATED PINCH VALVE

    PINCH VALVE

    To exactly match a literal in a regular expression ensure that the expression begins with the^character and ends with the $ character. For example:

    ( PI NCH VALVE) $

    This will matchPINCH VALVE but will not match PISTON ACTUATED PINCH VALVE.

    9.4.3 Escape Sequence

    An escape sequence is a way of using a metacharacter as part of the search criteria of aregular expression. This is done by placing the \ (backslash) character in front of thequantifier.

    For example the regular expression \* will find the * character in the component class nameBAG*FILTER.

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