The Browser Module

The Browser module provides you with a wide-angle view of your database and allows you to browse through and modify your data from within one application. You can open multiple windows that present you with information that can be filtered and sorted to meet your needs. The Browser module enables you to access and manipulate entities and data by using various browsers, each providing you with a different section view of the data which you can view, edit, and print out. For example The Control Valve Browser (available after expanding the Process Data and Calculation group) allows you to view and manipulate control valve data (process and calculation results data) of the current plant. The Loop Browser (available after expanding the Loop Drawings group) allows you to view and manipulate the loop data (Loop Form) of the current plant and so on.

To start the Browser module, do one of the following: On the main toolbar, click .

On the File menu, click Browser Manager.

The Browser Manager window opens.

Task 1: Create the Junction Box Assignment per Tag Browser

You will now create a new browser called Junction Box Assignment per Tag. To create a new browser, you need to create your customized style, sort, filter, and then a view that becomes your new customized browser.

Create Your Customized Style

1. In the Browser Manager window, expand the Instrument Index browser group by clicking on the + sign.

2. Right-click JB Index Browser to open a shortcut menu.

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3. On the shortcut menu, click Add View. This command opens the View profile data section in the Browser Manager window where you are going to create your new browser (view ) containing a list of all tag numbers with their associated junction box numbers and connection terminals. 4. In the View profile data window, enter data as shown.

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5. Click Save to save the new view profile. 6. In the Junction Box Tag List data window (the upper right section), click the Style settings section. to open

7. Click Edit to enable editing. Note that Edit changes to Save. 8. In the Name field, select the displayed name and type the new style name: Junction Box Style. (Overtype the displayed value.) 9. You can modify the field names to suit your needs. In the Field Name column, select Panel Name/DCS/Cabinet and type in Cabinet instead.

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10. Select the View check box for the following fields that are to be included in the new style (the color of the selected field changes to red): Tag Number (selected by default and must be included) Cable Name Cabinet Service Terminals Location Desc Instrument Type

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11. Click Customize to open the Customize Field Layout dialog box:

a) To rearrange the field sequence, drag field headers to the location where you want them to appear. b) To modify field size, drag field borders to the left or to the right. 12. Click OK to generate the customized layout and return to the Browser Manager. 13. Click Save when done (if Edit is displayed, click it first then click Save). All the fields you selected now appear in the Style Field List.

INtools 6.0 Tutorial Browser Create a Customized Sorting Sequence

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1. Make sure that the hierarchy tree of the Junction Box - Tag List browser is expanded. If it is not, double-click it so that it appears as shown.

2. In the Browser groups data window, click box. 3. Click Edit to open the fields for editing. 4. In the Name field, type Ascending by Tag.

Sort to display the Sort settings group

5. Click in the highlighted Field Name column and from the list, select Tag Number. 6. In the Order column, select the Ascending check box.

7. Click Save to save your sort definition. Your new sort definition now appears in the Sort Field List data window.

INtools 6.0 Tutorial Browser Create a Customized Filter

The Browser module enables you to define a filter for your new browser. However, the browser you are creating now does not require a filter. 1. Make sure that the hierarchy tree of the Junction Box - Tag List browser group is expanded. If it is not, double-click it. 2. Click box. Filter in the Browser groups data window to display the Filter settings group

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3. Click Edit. 4. In the Name field, type All Instruments (overtype the displayed value). 5. Click Save. Note

As mentioned already, the browser you are creating does not require a filter. If you want to define one, continue by selecting the filter parameters from the Field Name, Operator, and Logical lists. Type the required value in the Value field. Click Insert to add a new filter parameter line if needed. Click Save when done.

INtools 6.0 Tutorial Browser Open Your New Customized Browser

Now that you have completed defining your new browser, you can open it and use it. 1. In the Browser groups data window, select the Junction Box - Tag List browser. 2. On the Browser toolbar, click Open View to open your newly created browser view.

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Task 2: Creating a New Customized Process Data Browser

This task involves the creation of a new browser based on the process data available in INtools.

Create a New Browser Flow Meters

You are now going to create a new browser called Flow Meters in the Process Data and Calculation browser group. Use the procedure given for the Junction Box Tag List browser. 1. In the Browser Manager, expand the Process Data and Calculation browser group tree hierarchy. 2. Select the Flow Instrument browser and add a new view called Flow Meters. 3. Click box. Tip Style in the Browser groups data window to display the Style settings group

Before making your selection of the fields to include for the style, click the Field Name column to arrange the field names in alphabetical order.

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4. Select the following fields: Beta Ratio, Bleed/Vent Hole Diameter, Flow Maximum, Flow Minimum, Flow Normal, Fluid Name, Fluid State (PD_FLUID_STAT), Full Scale Flow, Line Number, Orifice Diameter, Pipe Material, Service, and Tag Number. 5. Sort by tag number, as previously. 6. Define the filter as shown (to display only tags that include the string FE).

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7. Save all your settings. 8. Open the new browser to see the results. Your customized browser should look similar to the one shown.

Note that the data displayed here depends, of course, on the number of flow elements you have created.

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Task 3: Customize the Printout Structure

You will now learn how to customize the layout structure for a printed out browser view. You can select the fields to be included in the printout and determine the following: Column sequence Column size Field layout: single field per column or multiple fields per column (up to five fields per column) Text and header font size Column and header height

Create a New Line Browser and Customize Its Printout Structure

1. In the Browser Manager window, expand the Instrument Index browser group. 2. Select Line Browser and click 3. Define the new browser as shown. to add a new browser.

4. When defining the style, select the following fields: Line Internal Diameter, Line Number, Line Schedule, Line Size, Line Type Name, Line Unit, and Pipe Material. 5. Click Layout to open the Layout dialog box. (If this button is not active, click Edit.)

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6. Select a field from the Column Header data window and drag it to the field where you want it to appear. Your printout layout can take the form of single fields in each column or multiple (no more than 5) fields in a single column. Remember that the fields that you do not select from the Column Header data window will not show up in the printout even if they exist in the current browser, that is, in the Browser View window for the current browser. Make sure that your layout is as shown below.

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7. Click Font to open the Select Font Size dialog box where you customize the column and header font size as well as the column and the header height.

8. Set the font sizes as required using the spinners: a) Use the Column font size spinner to define the font size. b) Use the Row height spinner to define the column height. Note that if you do not define the column height before generating the printout structure, the Generate Printout Structure dialog box will not display any data. c) Use the Header font size spinner to define the header font size. d) Use the Header height spinner to define header height size.

Note

The font size and column height is measured in points. 1 point = 1/100 inch.

9. Click OK to accept your settings and return to the Layout dialog box.

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10. Click Generate to open the Generate Printout Structure dialog box where you customize the column sequence and size.

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11. Set the printout structure as follows: a) Set the column sequence by dragging the column header to the required position. b) Set the column size by dragging the edge of the column either to left or to the right. c) Click OK to accept the settings and return to the Layout dialog box. 12. Click Save to save all the settings and close the Layout dialog box. Note

The multiple field layout is shown in the printout only.

13. Now click 14. Click

to display your customized browser.

to print out the new browser view.

A prompt is displayed asking you if you want to display the print preview. 15. Click Yes to display the print preview. Observe how the Browser View fields are arranged in the generated print preview.

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Task 4: Using the Sum and Avg. Features in Printed Reports

The Sum and Avg. features in the Styles Settings of the Browser Manager window enable you to display the total and average values of all the numeric values in the rows contained in each group delimited by a group separator in the print preview.

Create a New Cable List Browser and Print Out the View Report
You are now going to create a new browser called Cable List for which the style definitions contain sum and average settings. You will then generate the browser view report for this browser and see how these settings affect that report. 1. In the Browser Manager window, expand the Wiring browser group. 2. Select Cable Browser and click 3. Define the new browser as shown. to add a new browser.

4. In the right pane of the Browser Manager, double-click settings for the new browser.

Style to define the style

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5. Click Edit and define the style by selecting the following fields: Cable Name, Cable Description, End 1 Location, End 2 Location, Length, Units, Jacket Color, Cable Type, Manufacturer, and Model. For the Length field, select the Sum and Avg. check boxes as shown.

6. Click Customize to modify the width and sequence of the selected fields and determine how they appear in the Browser View window. 7. Click Layout to set the printout structure of the new browser view. Customize the printout structure as needed. Repeat steps 5 through 12 in the previous task (page 284). Note

You cannot use the multiple field layout if you want to display the sum and average values in the printout.

to set a sorting sequence. Click Edit and then select the Cable Description 8. Click field for sorting the data by. This allows you to group all the fields in the printout according to this field. 9. After saving the settings, click to display your customized browser.

The Browser View window opens. Make sure that all the fields in the Length column contain values and the unit of measure in the Unit column is meter. 10. Click to print out the new browser view.

A prompt is displayed asking you if you want to display the print preview.

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11. Click Yes to display the print preview. Observe how the Browser View fields are arranged in the generated report. The print preview for the Cable List Report opens. 12. In the Group separator group box, select the Insert a separating line option button. 13. Select Cable Description as the group separator and click OK.

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INtools regenerates the report to display the total and average length values for each group.

Now you can save this report as an external file and print it out if necessary.